HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership3,793 shares
Latest Disclosed Value $ 1,795,000
LVW Advisors, LLC reports 5.60% increase in ownership of HCA / HCA Healthcare, Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 3,793 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,795,000 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,592 shares of HCA Healthcare, Inc.. This represents a change in shares of 5.60% 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)
2026-04-20 2026-03-31 13F HCA HEALTHCARE COM 40412C101 3,793 201 5.60 1,795 7.10 0.1710
2026-01-14 2025-12-31 13F HCA HEALTHCARE COM 40412C101 3,592 0 0.00 1,677 9.54 0.1700
2025-10-20 2025-09-30 13F HCA HEALTHCARE COM 40412C101 3,592 -47 -1.29 1,531 9.76 0.1563
2025-07-17 2025-06-30 13F HCA HEALTHCARE COM 40412C101 3,639 653 21.87 1,394 35.21 0.1521
2025-04-09 2025-03-31 13F HCA HEALTHCARE COM 40412C101 2,986 94 3.25 1,032 18.78 0.1234
2025-01-16 2024-12-31 13F HCA HEALTHCARE COM 40412C101 2,892 -1,492 -34.03 868 -51.26 0.1045
2024-10-09 2024-09-30 13F HCA HEALTHCARE COM 40412C101 4,384 69 1.60 1,782 28.50 0.2268
2024-07-15 2024-06-30 13F HCA HEALTHCARE COM 40412C101 4,315 1,126 35.31 1,386 30.39 0.2027
2024-04-18 2024-03-31 13F HCA HEALTHCARE COM 40412C101 3,189 1,381 76.38 1,064 117.38 0.1800
2024-01-16 2023-12-31 13F HCA HEALTHCARE COM 40412C101 1,808 1,808 489 0.0917
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.