HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionHHM Wealth Advisors, LLC
Latest Disclosed Ownership4,460 shares
Latest Disclosed Value $ 2,110,788
HHM Wealth Advisors, LLC ownership in HCA / HCA Healthcare, Inc.

On April 17, 2026 - HHM Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 4,460 shares of HCA Healthcare, Inc. (MX:HCA) valued at $2,110,788 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 4,460 shares of HCA Healthcare, Inc.. This represents a change in shares of 0.00% 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)
2026-04-17 2026-03-31 13F HCA HEALTHCARE COM 40412C101 4,460 0 0.00 2,111 1.34 0.1454
2026-01-22 2025-12-31 13F HCA HEALTHCARE COM 40412C101 4,460 -60 -1.33 2,082 8.10 0.2451
2025-10-29 2025-09-30 13F HCA HEALTHCARE COM 40412C101 4,520 0 0.00 1,926 11.27 0.2229
2025-08-11 2025-06-30 13F HCA HEALTHCARE COM 40412C101 4,520 -28 -0.62 1,732 10.18 0.2058
2025-05-08 2025-03-31 13F HCA HEALTHCARE COM 40412C101 4,548 -6 -0.13 1,572 15.01 0.2116
2025-01-24 2024-12-31 13F HCA HEALTHCARE COM 40412C101 4,554 6 0.13 1,367 -26.08 0.1859
2024-11-12 2024-09-30 13F HCA HEALTHCARE COM 40412C101 4,548 0 0.00 1,848 26.49 0.2622
2024-08-07 2024-06-30 13F HCA HEALTHCARE COM 40412C101 4,548 40 0.89 1,461 -2.79 0.2199
2024-05-14 2024-03-31 13F HCA HEALTHCARE COM 40412C101 4,508 -445 -8.98 1,503 12.16 0.2475
2024-02-05 2023-12-31 13F HCA HEALTHCARE COM 40412C101 4,953 -540 -9.83 1,341 -0.81 0.2333
2023-11-03 2023-09-30 13F HCA HEALTHCARE COM 40412C101 5,493 0 0.00 1,351 -18.91 0.2639
2023-08-14 2023-06-30 13F HCA HEALTHCARE COM 40412C101 5,493 0 0.00 1,667 15.06 0.3126
2023-05-02 2023-03-31 13F HCA HEALTHCARE COM 40412C101 5,493 39 0.72 1,448 10.70 0.2957
2023-01-19 2022-12-31 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 1,309 30.54 0.2992
2022-11-04 2022-09-30 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 1,002 9.27 0.2635
2022-08-08 2022-06-30 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 917 -32.92 0.2349
2022-04-27 2022-03-31 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 1,367 -2.43 0.3195
2022-02-03 2021-12-31 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 1,401 5.82 0.3380
2021-11-02 2021-09-30 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 1,324 17.48 0.3599
2021-07-27 2021-06-30 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 1,127 9.74 0.3065
2021-04-23 2021-03-31 13F HCA HEALTHCARE COM 40412C101 5,454 0 0.00 1,027 14.49 0.3177
2021-01-28 2020-12-31 13F HCA HEALTHCARE COM 40412C101 5,454 278 5.37 897 39.07 0.3081
2020-11-12 2020-09-30 13F HCA HEALTHCARE COM 40412C101 5,176 0 0.00 645 28.49 0.2579
2020-08-13 2020-06-30 13F HCA HEALTHCARE COM 40412C101 5,176 0 0.00 502 7.96 0.2097
2020-05-12 2020-03-31 13F HCA HEALTHCARE COM 40412C101 5,176 0 0.00 465 -39.22 0.2270
2020-02-12 2019-12-31 13F HCA HEALTHCARE COM 40412C101 5,176 0 0.00 765 22.79 0.3677
2019-11-13 2019-09-30 13F HCA HEALTHCARE COM 40412C101 5,176 0 0.00 623 -11.00 0.3545
2019-08-13 2019-06-30 13F HCA HEALTHCARE COM 40412C101 5,176 0 0.00 700 3.70 0.4126
2019-05-14 2019-03-31 13F HCA HEALTHCARE COM 40412C101 5,176 0 0.00 675 4.81 0.4318
2019-02-13 2018-12-31 13F HCA HEALTHCARE COM 40412C101 5,176 5,176 644 0.4720
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.