HEALTH CATALYST INC (HCAT)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| First Light Asset Management, LLC | $25.5M | 12,810,861 | 1.55% | 28q | -0.5%-$135.0K |
| Palogic Value Management, L.P. | $19.6M | 9,844,884 | 3.21% | 7q | +239.9%+$13.8M |
| CDC Financial, Inc. | $14.1M | 7,092,698 | 5.91% | 3q | +12.5%+$1.6M |
| 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 incl. $3.4M options CALL+PUT | 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 incl. $3.0M options CALL | 167,097 | 0.88% | 6q | -96.1%-$82.2M |
| HRT FINANCIAL LP | $2.2M incl. $1.1M options OPT | 1,127,015 | 0.00% | 4q | +41.2%+$654.5K |
| 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 |
| CITADEL ADVISORS LLC | $1.1M incl. $186.1K options CALL+PUT | 453,214 | 0.00% | 2q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M incl. $179.1K options CALL+PUT | 437,227 | 0.00% | 27q | +438.8%+$854.4K |
| MILLENNIUM MANAGEMENT LLC | $1.0M | 516,083 | 0.00% | new | NEW |
| PEAK6 LLC | $995.0K CALL | 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 incl. $258.7K options CALL+PUT | 19,037 | 0.01% | 2q | HELD |
| ACADIAN ASSET MANAGEMENT LLC | $285.0K | 144,014 | 0.00% | 15q | +27.2%+$61.0K |
| 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 | 0.04% | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $136.0K | 67,863 | 0.00% | 28q | -31.6%-$62.8K |
| 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 incl. $22.9K options PUT | 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 incl. $22.3K options CALL+PUT | 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 |
| CIGNA INVESTMENTS INC /NEW | $27.0K | 13,518 | 0.00% | 22q | -3.4% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.4K | 11,073 | 0.00% | new | NEW |
| Virtu Financial LLC | $25.0K | 12,589 | 0.00% | new | NEW |
| GC Wealth Management RIA, LLC | $24.8K | 12,477 | 0.00% | new | NEW |
| Janney Montgomery Scott LLC | $24.0K | 12,042 | 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 |
| SG Americas Securities, LLC | $21.0K | 10,446 | 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 |
| 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 | -93.4%-$49.5K |
| GROUP ONE TRADING LLC | $3.2K incl. $2.8K options CALL+PUT | 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 |
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.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-14 | 2026-09-11 | Directors or officers departed or appointed | filing |
| 2026-09-08 | 2026-09-04 | Directors or officers departed or appointed | filing |
| 2026-08-06 | 2026-07-31 | Acquisition or disposal completed Material agreement terminated | filing |
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
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-14 | Kohl Simeon | Chief Executive Officer | Bought | 59,000 | $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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 18 | $5.5M | 3,174,572 | 2 | 1 | 4 | 0.0% |
| Q2 2026 | 129 | $122.9M | 57,724,531 | 36 | 30 | 42 | 7.5% |
| Q1 2026 | 132 | $76.2M | 56,384,286 | 31 | 35 | 34 | 6.9% |
| Q4 2025 | 139 | $132.8M | 55,328,312 | 18 | 37 | 49 | 0.4% |
| Q3 2025 | 146 | $157.8M | 54,946,757 | 31 | 41 | 37 | 0.8% |
| Q2 2025 | 148 | $205.1M | 54,159,583 | 19 | 54 | 43 | 0.4% |
| Q1 2025 | 165 | $243.1M | 53,199,180 | 28 | 53 | 53 | 0.9% |
| Q4 2024 | 166 | $387.1M | 51,784,494 | 24 | 58 | 47 | 5.5% |
| Q3 2024 | 158 | $457.5M | 53,334,623 | 26 | 49 | 49 | 5.2% |
| Q2 2024 | 160 | $349.4M | 52,163,111 | 25 | 62 | 51 | 4.6% |
| Q1 2024 | 176 | $411.2M | 52,026,930 | 30 | 55 | 54 | 4.7% |
| Q4 2023 | 166 | $477.3M | 51,504,262 | 26 | 53 | 55 | 0.1% |
| Q3 2023 | 159 | $500.4M | 49,375,527 | 18 | 52 | 49 | 0.1% |
| Q2 2023 | 155 | $611.1M | 48,825,115 | 16 | 52 | 49 | 0.1% |
| Q1 2023 | 162 | $571.9M | 48,850,904 | 22 | 51 | 54 | 0.1% |
| Q4 2022 | 167 | $521.7M | 48,858,273 | 22 | 65 | 54 | 0.5% |
| Q3 2022 | 164 | $518.8M | 52,987,787 | 33 | 73 | 40 | 0.9% |
| Q2 2022 | 171 | $814.4M | 56,047,568 | 35 | 74 | 39 | 0.2% |
| Q1 2022 | 182 | $1.5B | 56,470,597 | 31 | 78 | 45 | 0.2% |
| Q4 2021 | 183 | $2.7B | 68,852,215 | 15 | 71 | 56 | 0.3% |
| Q3 2021 | 199 | $3.3B | 66,518,020 | 21 | 93 | 47 | 0.6% |
| Q2 2021 | 198 | $3.7B | 65,229,009 | 28 | 88 | 55 | 1.0% |
| Q1 2021 | 188 | $2.6B | 55,228,976 | 35 | 63 | 59 | 0.6% |
| Q4 2020 | 167 | $2.8B | 65,070,250 | 38 | 62 | 39 | 0.4% |
| Q3 2020 | 140 | $1.8B | 50,157,231 | 35 | 52 | 31 | 0.4% |
| Q2 2020 | 130 | $2.5B | 86,369,365 | 37 | 63 | 17 | 0.1% |
| Q1 2020 | 109 | $2.2B | 82,598,504 | 34 | 48 | 14 | 0.1% |
| Q4 2019 | 88 | $2.5B | 71,003,211 | 20 | 33 | 16 | 0.0% |
| Q3 2019 | 85 | $2.4B | 75,635,762 | 85 | 0 | 0 | 0.0% |
