HEALTH CATALYST INC (HCAT)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
125
Reporting holders
$111.6M
Reported value
69.9%
Of shares outstanding
7.2%
Held as options
-1
Holder change
Institutions report 52,591,468 shares against 75,256,381 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | $25.5M | 12,810,861 | 1.55% | 28q | -0.5%-$135.0K |
| CDC Financial, Inc. | $14.1M | 7,092,698 | 5.91% | 3q | +12.5%+$1.6M |
| Palogic Value Management, L.P. | $9.8M | 4,922,442 | 3.23% | 7q | +69.9%+$4.0M |
| Impax Asset Management Group plc | $8.0M | 4,000,000 | 0.05% | 24q | +45.5%+$2.5M |
| Nepsis Inc. | $5.9M | 2,976,187 | 2.01% | 16q | +58.6%+$2.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.9M | 2,971,598 | 0.00% | 2q | +3.0%+$171.0K |
| Caption Management, LLC | $4.9M | 773,650 | 0.02% | 2q | HELD |
| BlackRock, Inc. | $3.7M | 1,836,373 | 0.00% | 8q | -64.3%-$6.6M |
| Whetstone Capital Advisors, LLC | $3.3M | 167,097 | 0.88% | 6q | -96.1%-$82.2M |
| JANE STREET GROUP, LLC | $2.1M | 1,037,782 | 0.00% | 5q | +3806.1%+$2.0M |
| DIMENSIONAL FUND ADVISORS LP | $1.8M | 911,819 | 0.00% | 23q | -26.2%-$642.8K |
| GEODE CAPITAL MANAGEMENT, LLC | $1.8M | 891,357 | 0.00% | 28q | -40.6%-$1.2M |
| HighMark Wealth Management LLC | $1.7M | 871,082 | 0.58% | 25q | -3.5%-$63.7K |
| Mink Brook Asset Management LLC | $1.5M | 738,277 | 0.65% | new | NEW |
| Prescott Group Capital Management, L.L.C. | $1.4M | 710,803 | 0.12% | 3q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.2M | 615,504 | 0.00% | 28q | +1.4%+$17.2K |
| Sixth Street Partners Management Company, L.P. | $1.2M | 615,504 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.1M | 453,214 | 0.00% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 437,227 | 0.00% | 27q | +438.8%+$854.4K |
| MILLENNIUM MANAGEMENT LLC | $1.0M | 516,083 | 0.00% | new | NEW |
| PEAK6 LLC | $995.0K | options only | 0.00% | new | OPTIONS |
| GOLDMAN SACHS GROUP INC | $957.1K | 480,970 | 0.00% | 26q | +24.2%+$186.7K |
| VANGUARD FIDUCIARY TRUST CO | $921.4K | 463,005 | 0.00% | 2q | +4.4%+$38.5K |
| FMR LLC | $817.2K | 410,637 | 0.00% | 28q | +11.7%+$85.9K |
| HSBC HOLDINGS PLC | $809.1K | 408,634 | 0.00% | 13q | +313.3%+$613.3K |
| Squarepoint Ops LLC | $796.4K | 400,210 | 0.00% | 6q | +1214.8%+$735.8K |
| AQR CAPITAL MANAGEMENT LLC | $749.4K | 376,586 | 0.00% | 9q | -30.7%-$331.6K |
| STATE STREET CORP | $717.8K | 360,713 | 0.00% | 28q | -72.8%-$1.9M |
| RENAISSANCE TECHNOLOGIES LLC | $695.0K | 349,266 | 0.00% | 2q | +60.9%+$263.1K |
| 71 West Capital Partners | $675.6K | 339,515 | 0.02% | 3q | HELD |
| Weiss Asset Management LP | $514.4K | 258,493 | 0.01% | new | NEW |
| UBS Group AG | $506.8K | 254,654 | 0.00% | 28q | -11.3%-$64.6K |
| Baird Financial Group, Inc. | $491.3K | 246,872 | 0.00% | 4q | -33.3%-$245.6K |
| Jain Global LLC | $430.9K | 216,543 | 0.00% | 3q | +365.2%+$338.3K |
| NORTHERN TRUST CORP | $352.5K | 177,158 | 0.00% | 28q | -64.1%-$630.2K |
| Susquehanna Portfolio Strategies, LLC | $335.2K | 168,443 | 0.01% | 4q | +30.5%+$78.4K |
| SIG BROKERAGE, LP | $296.6K | 19,037 | 0.01% | 2q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $241.6K | 121,412 | 0.00% | 2q | -77.1%-$815.1K |
| MORGAN STANLEY | $211.2K | 106,127 | 0.00% | 28q | -20.9%-$55.8K |
| Aster Capital Management (DIFC) Ltd | $202.5K | 101,780 | 0.02% | new | NEW |
| BARCLAYS PLC | $196.3K | 98,651 | 0.00% | 18q | +49.2%+$64.7K |
| Bank of New York Mellon Corp | $158.9K | 79,828 | 0.00% | 28q | -70.1%-$371.8K |
| Quadrature Capital Ltd | $144.3K | 72,493 | 0.00% | new | NEW |
| Veradace Capital Management LLC | $139.3K | 70,000 | 0.11% | 2q | +40.0%+$39.8K |
| CANADA PENSION PLAN INVESTMENT BOARD | $134.1K | 67,400 | 0.00% | new | NEW |
| Headlands Technologies LLC | $130.8K | 65,715 | 0.01% | new | NEW |
| Williams & Novak, LLC | $106.7K | 53,607 | 0.07% | 4q | +56.9%+$38.7K |
| BANK OF AMERICA CORP /DE/ | $104.4K | 52,461 | 0.00% | 28q | -45.2%-$86.1K |
| EP Wealth Advisors, LLC | $99.4K | 49,937 | 0.00% | 2q | +377.7%+$78.6K |
| MCF Advisors LLC | $92.5K | 46,500 | 0.00% | 6q | -33.6%-$46.8K |
| Creative Planning | $86.3K | 43,349 | 0.00% | 3q | -52.5%-$95.5K |
| Graham Capital Management, L.P. | $79.5K | 39,949 | 0.00% | new | NEW |
| IMC-Chicago, LLC | $78.9K | 28,163 | 0.00% | 2q | +52.6%+$27.2K |
| Tower Research Capital LLC (TRC) | $77.5K | 38,958 | 0.00% | 25q | +263.2%+$56.2K |
| Financial Engines Advisors L.L.C. | $77.2K | 38,805 | 0.00% | new | NEW |
| Perigon Wealth Management, LLC | $76.7K | 38,530 | 0.00% | 18q | HELD |
| Invesco Ltd. | $74.2K | 37,278 | 0.00% | 27q | -68.4%-$160.9K |
| Vanguard Global Advisers, LLC | $71.0K | 35,683 | 0.00% | 2q | -79.4%-$273.6K |
| RHUMBLINE ADVISERS | $68.7K | 34,519 | 0.00% | 28q | -59.7%-$101.6K |
| Schonfeld Strategic Advisors LLC | $59.0K | 29,653 | 0.00% | new | NEW |
| Sepio Capital, LP | $58.7K | 29,474 | 0.00% | 26q | HELD |
| Cresset Asset Management, LLC | $51.0K | 25,605 | 0.00% | 4q | +141.4%+$29.9K |
| DEUTSCHE BANK AG\ | $43.0K | 21,587 | 0.00% | 28q | -90.4%-$403.8K |
| SIMPLEX TRADING, LLC | $41.0K | 9,401 | 0.00% | 2q | -31.0%-$18.4K |
| Catalyst Funds Management Pty Ltd | $40.2K | 20,200 | 0.00% | new | NEW |
| AXQ CAPITAL, LP | $38.0K | 19,104 | 0.00% | new | NEW |
| EARNED WEALTH ADVISORS, LLC | $36.5K | 18,366 | 0.00% | new | NEW |
| XTX Topco Ltd | $36.5K | 18,335 | 0.00% | 4q | -67.3%-$75.2K |
| Vanguard Personalized Indexing Management, LLC | $36.1K | 18,119 | 0.00% | 2q | -60.7%-$55.6K |
| Signal Advisors Wealth, LLC | $36.0K | 18,080 | 0.00% | 5q | -22.4%-$10.4K |
| Strong Retirement Solutions LLC | $36.0K | 18,080 | 0.02% | 3q | -22.4%-$10.4K |
| NEUBERGER BERMAN GROUP LLC | $36.0K | 18,069 | 0.00% | new | NEW |
| Y-Intercept (Hong Kong) Ltd | $34.0K | 17,094 | 0.00% | new | NEW |
| Rangeley Capital, LLC | $31.6K | 15,880 | 0.03% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $27.3K | 13,713 | 0.00% | new | NEW |
| Visionary Wealth Advisors | $27.2K | 13,650 | 0.00% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.4K | 11,073 | 0.00% | new | NEW |
| GC Wealth Management RIA, LLC | $24.8K | 12,477 | 0.00% | new | NEW |
| TWO SIGMA SECURITIES, LLC | $21.7K | 10,923 | 0.00% | new | NEW |
| Abel Hall, LLC | $21.0K | 10,557 | 0.00% | new | NEW |
| Callan Family Office, LLC | $20.8K | 10,449 | 0.00% | 2q | -13.6%-$3.3K |
| Arax Advisory Partners | $19.9K | 9,997 | 0.00% | 4q | +7771.7%+$19.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $13.6K | 6,855 | 0.00% | new | NEW |
| Optiver Holding B.V. | $11.9K | 5,972 | 0.00% | 4q | +788.7%+$10.5K |
| Global Retirement Partners, LLC | $9.1K | 4,575 | 0.00% | 3q | HELD |
| BNP PARIBAS FINANCIAL MARKETS | $7.1K | 3,545 | 0.00% | 7q | -88.1%-$52.1K |
| FEDERATED HERMES, INC. | $7.0K | 3,527 | 0.00% | 3q | HELD |
| Russell Investments Group, Ltd. | $5.1K | 2,538 | 0.00% | 17q | -57.6%-$6.9K |
| PNC Financial Services Group, Inc. | $4.6K | 2,314 | 0.00% | 28q | -58.7%-$6.5K |
| JPMORGAN CHASE & CO | $3.8K | 1,947 | 0.00% | 28q | -99.7%-$1.3M |
| Smartleaf Asset Management LLC | $3.8K | 1,918 | 0.00% | 9q | HELD |
| WELLS FARGO & COMPANY/MN | $3.5K | 1,763 | 0.00% | 28q | -96.7%-$102.4K |
| GROUP ONE TRADING LLC | $3.2K | 190 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $3.0K | 1,409 | 0.00% | new | NEW |
| Caitong International Asset Management Co., Ltd | $2.9K | 1,474 | 0.00% | 3q | -97.8%-$131.6K |
| SBI Securities Co., Ltd. | $2.4K | 1,188 | 0.00% | 7q | -3.1% |
| HRT FINANCIAL LP | $2.2K | 1,127,015 | 0.00% | 4q | +41.2% |
| EverSource Wealth Advisors, LLC | $1.8K | 896 | 0.00% | 3q | +52.6% |
| Integrated Wealth Concepts LLC | $1.4K | 707 | 0.00% | new | NEW |
| Valued Wealth Advisors LLC | $1.2K | 606 | 0.00% | 11q | HELD |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | CDC Financial, Inc.with 4 co-filers | 9.6% |
| 2026-07-28 | 13G/A | BlackRock, Inc. | 1.5% |
| 2026-07-21 | 13G | Impax Asset Management Group plcwith 1 co-filers | 5.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 125 | $111.6M | 52,591,468 | 35 | 28 | 40 | 7.2% |
| Q1 2026 | 126 | $74.8M | 55,889,402 | 29 | 33 | 32 | 6.1% |
| Q4 2025 | 130 | $129.9M | 54,123,626 | 17 | 34 | 45 | 0.4% |
| Q3 2025 | 135 | $153.9M | 53,664,835 | 29 | 39 | 35 | 0.6% |
| Q2 2025 | 134 | $198.9M | 52,591,901 | 16 | 50 | 39 | 0.3% |
| Q1 2025 | 150 | $228.8M | 50,061,515 | 24 | 47 | 52 | 0.9% |
| Q4 2024 | 151 | $381.2M | 50,948,723 | 20 | 55 | 43 | 5.5% |
| Q3 2024 | 144 | $447.5M | 52,152,163 | 23 | 45 | 44 | 5.3% |
| Q2 2024 | 145 | $340.7M | 50,847,267 | 22 | 57 | 45 | 4.7% |
| Q1 2024 | 160 | $400.1M | 50,637,264 | 30 | 50 | 44 | 4.8% |
| Q4 2023 | 147 | $463.1M | 50,188,276 | 23 | 49 | 46 | 0.1% |
| Q3 2023 | 141 | $490.4M | 48,498,983 | 14 | 47 | 45 | 0.1% |
| Q2 2023 | 140 | $595.9M | 47,825,121 | 14 | 46 | 46 | 0.1% |
| Q1 2023 | 137 | $528.6M | 45,259,800 | 19 | 43 | 43 | 0.2% |
| Q4 2022 | 137 | $440.7M | 41,265,329 | 19 | 52 | 38 | 0.5% |
| Q3 2022 | 169 | $488.7M | 49,878,344 | 34 | 75 | 41 | 0.9% |
| Q2 2022 | 176 | $768.1M | 52,856,063 | 36 | 75 | 40 | 0.2% |
| Q1 2022 | 185 | $1.4B | 53,271,488 | 31 | 80 | 46 | 0.3% |
| Q4 2021 | 185 | $2.2B | 55,651,714 | 15 | 72 | 56 | 0.4% |
| Q3 2021 | 202 | $2.7B | 53,279,259 | 22 | 94 | 47 | 0.7% |
| Q2 2021 | 200 | $2.7B | 48,710,760 | 28 | 90 | 55 | 1.3% |
| Q1 2021 | 191 | $2.1B | 43,921,236 | 35 | 64 | 58 | 0.8% |
| Q4 2020 | 171 | $1.8B | 40,481,601 | 39 | 63 | 39 | 0.6% |
| Q3 2020 | 142 | $1.5B | 40,017,650 | 35 | 52 | 31 | 0.5% |
| Q2 2020 | 132 | $994.5M | 33,978,078 | 38 | 64 | 17 | 0.3% |
| Q1 2020 | 109 | $738.3M | 28,163,993 | 34 | 48 | 14 | 0.3% |
| Q4 2019 | 89 | $815.9M | 23,546,480 | 20 | 33 | 17 | 0.1% |
| Q3 2019 | 86 | $523.3M | 16,697,755 | 86 | 0 | 0 | 0.0% |