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DaveManuel.com · Institutional Ownership · Who Owns It

HEALTH CATALYST INC (HCAT)

Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.

129
Reporting holders
$122.9M
Reported value
76.7%
Of shares outstanding
4.9%
Calls
1.7%
Puts
-3
Holder change

Institutions report 57,724,531 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.

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
First Light Asset Management, LLC$25.5M12,810,8611.55%28q-0.5%-$135.0K
Palogic Value Management, L.P.$19.6M9,844,8843.21%7q+239.9%+$13.8M
CDC Financial, Inc.$14.1M7,092,6985.91%3q+12.5%+$1.6M
Impax Asset Management Group plc$8.0M4,000,0000.05%24q+45.5%+$2.5M
Nepsis Inc.$5.9M2,976,1872.01%16q+58.6%+$2.2M
VANGUARD CAPITAL MANAGEMENT LLC$5.9M2,971,5980.00%2q+3.0%+$171.0K
Caption Management, LLC$4.9M
incl. $3.4M options CALL+PUT
773,6500.02%2qHELD
BlackRock, Inc.$3.7M1,836,3730.00%8q-64.3%-$6.6M
Whetstone Capital Advisors, LLC$3.3M
incl. $3.0M options CALL
167,0970.88%6q-96.1%-$82.2M
HRT FINANCIAL LP$2.2M
incl. $1.1M options OPT
1,127,0150.00%4q+41.2%+$654.5K
JANE STREET GROUP, LLC$2.1M1,037,7820.00%5q+3806.1%+$2.0M
DIMENSIONAL FUND ADVISORS LP$1.8M911,8190.00%23q-26.2%-$642.8K
GEODE CAPITAL MANAGEMENT, LLC$1.8M891,3570.00%28q-40.6%-$1.2M
HighMark Wealth Management LLC$1.7M871,0820.58%25q-3.5%-$63.7K
Mink Brook Asset Management LLC$1.5M738,2770.65%newNEW
Prescott Group Capital Management, L.L.C.$1.4M710,8030.12%3qHELD
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.2M615,5040.00%28q+1.4%+$17.2K
CITADEL ADVISORS LLC$1.1M
incl. $186.1K options CALL+PUT
453,2140.00%2qHELD
SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.0M
incl. $179.1K options CALL+PUT
437,2270.00%27q+438.8%+$854.4K
MILLENNIUM MANAGEMENT LLC$1.0M516,0830.00%newNEW
PEAK6 LLC$995.0K CALLoptions only0.00%newOPTIONS
GOLDMAN SACHS GROUP INC$957.1K480,9700.00%26q+24.2%+$186.7K
VANGUARD FIDUCIARY TRUST CO$921.4K463,0050.00%2q+4.4%+$38.5K
FMR LLC$817.2K410,6370.00%28q+11.7%+$85.9K
HSBC HOLDINGS PLC$809.1K408,6340.00%13q+313.3%+$613.3K
Squarepoint Ops LLC$796.4K400,2100.00%6q+1214.8%+$735.8K
AQR CAPITAL MANAGEMENT LLC$749.4K376,5860.00%9q-30.7%-$331.6K
STATE STREET CORP$717.8K360,7130.00%28q-72.8%-$1.9M
RENAISSANCE TECHNOLOGIES LLC$695.0K349,2660.00%2q+60.9%+$263.1K
71 West Capital Partners$675.6K339,5150.02%3qHELD
Weiss Asset Management LP$514.4K258,4930.01%newNEW
UBS Group AG$506.8K254,6540.00%28q-11.3%-$64.6K
Baird Financial Group, Inc.$491.3K246,8720.00%4q-33.3%-$245.6K
Jain Global LLC$430.9K216,5430.00%3q+365.2%+$338.3K
NORTHERN TRUST CORP$352.5K177,1580.00%28q-64.1%-$630.2K
Susquehanna Portfolio Strategies, LLC$335.2K168,4430.01%4q+30.5%+$78.4K
SIG BROKERAGE, LP$296.6K
incl. $258.7K options CALL+PUT
19,0370.01%2qHELD
ACADIAN ASSET MANAGEMENT LLC$285.0K144,0140.00%15q+27.2%+$61.0K
VANGUARD PORTFOLIO MANAGEMENT LLC$241.6K121,4120.00%2q-77.1%-$815.1K
MORGAN STANLEY$211.2K106,1270.00%28q-20.9%-$55.8K
Aster Capital Management (DIFC) Ltd$202.5K101,7800.04%newNEW
BARCLAYS PLC$196.3K98,6510.00%18q+49.2%+$64.7K
Bank of New York Mellon Corp$158.9K79,8280.00%28q-70.1%-$371.8K
Quadrature Capital Ltd$144.3K72,4930.00%newNEW
Veradace Capital Management LLC$139.3K70,0000.11%2q+40.0%+$39.8K
PRICE T ROWE ASSOCIATES INC /MD/$136.0K67,8630.00%28q-31.6%-$62.8K
CANADA PENSION PLAN INVESTMENT BOARD$134.1K67,4000.00%newNEW
Headlands Technologies LLC$130.8K65,7150.01%newNEW
Williams & Novak, LLC$106.7K53,6070.07%4q+56.9%+$38.7K
BANK OF AMERICA CORP /DE/$104.4K52,4610.00%28q-45.2%-$86.1K
EP Wealth Advisors, LLC$99.4K49,9370.00%2q+377.7%+$78.6K
MCF Advisors LLC$92.5K46,5000.00%6q-33.6%-$46.8K
Creative Planning$86.3K43,3490.00%3q-52.5%-$95.5K
Graham Capital Management, L.P.$79.5K39,9490.00%newNEW
IMC-Chicago, LLC$78.9K
incl. $22.9K options PUT
28,1630.00%2q+52.6%+$27.2K
Tower Research Capital LLC (TRC)$77.5K38,9580.00%25q+263.2%+$56.2K
Financial Engines Advisors L.L.C.$77.2K38,8050.00%newNEW
Perigon Wealth Management, LLC$76.7K38,5300.00%18qHELD
Invesco Ltd.$74.2K37,2780.00%27q-68.4%-$160.9K
Vanguard Global Advisers, LLC$71.0K35,6830.00%2q-79.4%-$273.6K
RHUMBLINE ADVISERS$68.7K34,5190.00%28q-59.7%-$101.6K
Schonfeld Strategic Advisors LLC$59.0K29,6530.00%newNEW
Sepio Capital, LP$58.7K29,4740.00%26qHELD
Cresset Asset Management, LLC$51.0K25,6050.00%4q+141.4%+$29.9K
DEUTSCHE BANK AG\$43.0K21,5870.00%28q-90.4%-$403.8K
SIMPLEX TRADING, LLC$41.0K
incl. $22.3K options CALL+PUT
9,4010.00%2q-31.0%-$18.4K
Catalyst Funds Management Pty Ltd$40.2K20,2000.00%newNEW
AXQ CAPITAL, LP$38.0K19,1040.00%newNEW
EARNED WEALTH ADVISORS, LLC$36.5K18,3660.00%newNEW
XTX Topco Ltd$36.5K18,3350.00%4q-67.3%-$75.2K
Vanguard Personalized Indexing Management, LLC$36.1K18,1190.00%2q-60.7%-$55.6K
Signal Advisors Wealth, LLC$36.0K18,0800.00%5q-22.4%-$10.4K
Strong Retirement Solutions LLC$36.0K18,0800.02%3q-22.4%-$10.4K
NEUBERGER BERMAN GROUP LLC$36.0K18,0690.00%newNEW
Y-Intercept (Hong Kong) Ltd$34.0K17,0940.00%newNEW
Rangeley Capital, LLC$31.6K15,8800.03%newNEW
TWO SIGMA INVESTMENTS, LP$27.3K13,7130.00%newNEW
Visionary Wealth Advisors$27.2K13,6500.00%2qHELD
CIGNA INVESTMENTS INC /NEW$27.0K13,5180.00%22q-3.4%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25.4K11,0730.00%newNEW
Virtu Financial LLC$25.0K12,5890.00%newNEW
GC Wealth Management RIA, LLC$24.8K12,4770.00%newNEW
Janney Montgomery Scott LLC$24.0K12,0420.00%newNEW
TWO SIGMA SECURITIES, LLC$21.7K10,9230.00%newNEW
Abel Hall, LLC$21.0K10,5570.00%newNEW
SG Americas Securities, LLC$21.0K10,4460.00%newNEW
Callan Family Office, LLC$20.8K10,4490.00%2q-13.6%-$3.3K
Arax Advisory Partners$19.9K9,9970.00%4q+7771.7%+$19.6K
Optiver Holding B.V.$11.9K5,9720.00%4q+788.7%+$10.5K
Global Retirement Partners, LLC$9.1K4,5750.00%3qHELD
BNP PARIBAS FINANCIAL MARKETS$7.1K3,5450.00%7q-88.1%-$52.1K
FEDERATED HERMES, INC.$7.0K3,5270.00%3qHELD
Russell Investments Group, Ltd.$5.1K2,5380.00%17q-57.6%-$6.9K
PNC Financial Services Group, Inc.$4.6K2,3140.00%28q-58.7%-$6.5K
JPMORGAN CHASE & CO$3.8K1,9470.00%28q-99.7%-$1.3M
Smartleaf Asset Management LLC$3.8K1,9180.00%9qHELD
WELLS FARGO & COMPANY/MN$3.5K1,7630.00%28q-93.4%-$49.5K
GROUP ONE TRADING LLC$3.2K
incl. $2.8K options CALL+PUT
1900.00%newNEW
ROYAL BANK OF CANADA$3.0K1,4090.00%newNEW
Caitong International Asset Management Co., Ltd$2.9K1,4740.00%3q-97.8%-$131.6K

Showing the largest 100 of 129 reported holders.

What the company announced

Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.

FiledEvent dateWhatSource
2026-09-142026-09-11Directors or officers departed or appointedfiling
2026-09-082026-09-04Directors or officers departed or appointedfiling
2026-08-062026-07-31Acquisition or disposal completed Material agreement terminatedfiling

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-14Kohl SimeonChief Executive OfficerBought59,000$105.4K

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202618$5.5M3,174,5722140.0%
Q2 2026129$122.9M57,724,5313630427.5%
Q1 2026132$76.2M56,384,2863135346.9%
Q4 2025139$132.8M55,328,3121837490.4%
Q3 2025146$157.8M54,946,7573141370.8%
Q2 2025148$205.1M54,159,5831954430.4%
Q1 2025165$243.1M53,199,1802853530.9%
Q4 2024166$387.1M51,784,4942458475.5%
Q3 2024158$457.5M53,334,6232649495.2%
Q2 2024160$349.4M52,163,1112562514.6%
Q1 2024176$411.2M52,026,9303055544.7%
Q4 2023166$477.3M51,504,2622653550.1%
Q3 2023159$500.4M49,375,5271852490.1%
Q2 2023155$611.1M48,825,1151652490.1%
Q1 2023162$571.9M48,850,9042251540.1%
Q4 2022167$521.7M48,858,2732265540.5%
Q3 2022164$518.8M52,987,7873373400.9%
Q2 2022171$814.4M56,047,5683574390.2%
Q1 2022182$1.5B56,470,5973178450.2%
Q4 2021183$2.7B68,852,2151571560.3%
Q3 2021199$3.3B66,518,0202193470.6%
Q2 2021198$3.7B65,229,0092888551.0%
Q1 2021188$2.6B55,228,9763563590.6%
Q4 2020167$2.8B65,070,2503862390.4%
Q3 2020140$1.8B50,157,2313552310.4%
Q2 2020130$2.5B86,369,3653763170.1%
Q1 2020109$2.2B82,598,5043448140.1%
Q4 201988$2.5B71,003,2112033160.0%
Q3 201985$2.4B75,635,76285000.0%