HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership114,942 shares
Latest Disclosed Value $ 54,409,040
Advisor Group Holdings, Inc. reports 42.82% increase in ownership of HCA / HCA Healthcare, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 114,942 shares of HCA Healthcare, Inc. (MX:HCA) valued at $54,409,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 80,478 shares of HCA Healthcare, Inc.. This represents a change in shares of 42.82% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F HCA HEALTHCARE COM 40412C101 114,942 34,464 42.82 54,409 44.77 0.0463
2026-02-17 2025-12-31 13F HCA HEALTHCARE COM 40412C101 80,478 -4,912 -5.75 37,585 5.89 0.0549
2025-11-14 2025-09-30 13F HCA HEALTHCARE COM 40412C101 85,390 15,049 21.39 35,492 33.77 0.0497
2025-09-04 2025-06-30 13F/A-1 CA HEALTHCARE COM 40412C101 70,341 39,760 130.02 26,534 151.02 0.0472
2025-08-13 2025-06-30 13F CA HEALTHCARE COM 40412C101 34,762 4,181 11,213 0.0130
2025-05-12 2025-03-31 13F HCA HEALTHCARE COM 40412C101 30,581 -23,759 -43.72 10,571 -22.33 0.0236
2025-06-06 2024-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 54,340 10,574 24.16 13,608 -23.50 0.0305
2025-02-07 2024-12-31 13F HCA HEALTHCARE COM 40412C101 52,395 8,629 14,973 0.0382
2024-11-13 2024-09-30 13F HCA HEALTHCARE COM 40412C101 43,766 -9,212 -17.39 17,789 4.51 0.0401
2024-08-13 2024-06-30 13F HCA HEALTHCARE COM 40412C101 52,978 12,073 29.51 17,021 24.77 0.0402
2024-05-10 2024-03-31 13F HCA HEALTHCARE COM 40412C101 40,905 -22,990 -35.98 13,643 -21.13 0.0305
2024-02-12 2023-12-31 13F HCA HEALTHCARE COM 40412C101 63,895 -28,671 -30.97 17,298 -24.04 0.0303
2023-11-13 2023-09-30 13F HCA HEALTHCARE COM 40412C101 92,566 31,686 52.05 22,770 23.29 0.0336
2023-08-21 2023-06-30 13F/A-1 HCA HEALTHCARE COM 40412C101 60,880 16,725 37.88 18,469 58.52 0.0332
2023-08-10 2023-06-30 13F HCA HEALTHCARE COM 40412C101 2,351,561 2,307,406 16,178 0.0044
2023-05-12 2023-03-31 13F HCA HEALTHCARE COM 40412C101 44,155 -2,657 -5.68 11,652 3.71 0.0219
2023-02-10 2022-12-31 13F HCA HEALTHCARE COM 40412C101 46,812 -266 -0.57 11,234 29.78 0.0227
2022-11-14 2022-09-30 13F HCA HEALTHCARE COM 40412C101 47,078 192 0.41 8,656 9.78 0.0198
2022-08-10 2022-06-30 13F HCA HEALTHCARE COM 40412C101 46,886 -8,641 -15.56 7,885 -42.02 0.0174
2022-05-04 2022-03-31 13F HCA HEALTHCARE COM 40412C101 55,527 -2,044 -3.55 13,599 -8.06 0.0264
2022-02-03 2021-12-31 13F HCA HEALTHCARE COM 40412C101 57,571 12,261 27.06 14,791 34.38 0.0280
2021-11-05 2021-09-30 13F HCA HEALTHCARE COM 40412C101 45,310 6,430 16.54 11,007 36.78 0.0229
2021-08-02 2021-06-30 13F HCA HEALTHCARE COM 40412C101 38,880 9,268 31.30 8,047 44.13 0.0174
2021-05-13 2021-03-31 13F HCA HEALTHCARE COM 40412C101 29,612 883 3.07 5,583 18.33 0.0134
2021-02-10 2020-12-31 13F HCA HEALTHCARE COM 40412C101 28,729 276 0.97 4,718 36.12 0.0126
2020-11-12 2020-09-30 13F HCA HEALTHCARE COM 40412C101 28,453 3,551 14.26 3,466 43.70 0.0104
2020-08-14 2020-06-30 13F HCA HEALTHCARE COM 40412C101 24,902 8,264 49.67 2,412 116.71 0.0081
2020-05-18 2020-03-31 13F HCA HEALTHCARE COM 40412C101 16,638 16,638 1,113 0.0046
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.