HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership146,637 shares
Latest Disclosed Value $ 69,394,602
Mercer Global Advisors Inc /adv reports 5.08% decrease in ownership of HCA / HCA Healthcare, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 146,637 shares of HCA Healthcare, Inc. (MX:HCA) valued at $69,394,602 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 154,484 shares of HCA Healthcare, Inc.. This represents a change in shares of -5.08% 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 146,637 -7,847 -5.08 69,395 -3.78 0.1027
2026-02-17 2025-12-31 13F HCA HEALTHCARE COM 40412C101 154,484 4,757 3.18 72,123 13.02 0.1099
2025-11-14 2025-09-30 13F HCA HEALTHCARE COM 40412C101 149,727 7,588 5.34 63,814 17.19 0.1065
2025-08-14 2025-06-30 13F HCA HEALTHCARE COM 40412C101 142,139 27,772 24.28 54,453 37.79 0.1109
2025-05-15 2025-03-31 13F HCA HEALTHCARE COM 40412C101 114,367 22,617 24.65 39,519 43.51 0.0907
2025-02-14 2024-12-31 13F HCA HEALTHCARE COM 40412C101 91,750 -253 -0.27 27,539 -26.18 0.0672
2024-11-14 2024-09-30 13F HCA HEALTHCARE COM 40412C101 92,003 4,559 5.21 37,303 32.92 0.0873
2024-08-12 2024-06-30 13F HCA HEALTHCARE COM 40412C101 87,444 5,246 6.38 28,064 103,840.74 0.0765
2024-05-15 2024-03-31 13F HCA HEALTHCARE COM 40412C101 82,198 5,167 6.71 27 35.00 0.0779
2024-02-15 2023-12-31 13F HCA HEALTHCARE COM 40412C101 77,031 2,956 3.99 21 11.11 0.0627
2023-11-15 2023-09-30 13F/A-1 HCA HEALTHCARE COM 40412C101 74,075 16,256 28.12 18 5.88 0.0692
2023-11-14 2023-09-30 13F HCA HEALTHCARE COM 40412C101 74,075 16,256 18 0.0692
2023-08-14 2023-06-30 13F HCA HEALTHCARE COM 40412C101 57,819 857 1.50 18 13.33 0.0696
2023-05-16 2023-03-31 13F HCA HEALTHCARE COM 40412C101 56,962 -1,767 -3.01 15 7.14 0.0682
2023-02-09 2022-12-31 13F HCA HEALTHCARE COM 40412C101 58,729 585 1.01 14 -99.87 0.0706
2022-11-15 2022-09-30 13F HCA HEALTHCARE COM 40412C101 58,144 4,678 8.75 10,686 18.92 0.0634
2022-08-10 2022-06-30 13F HCA HEALTHCARE COM 40412C101 53,466 -1,286 -2.35 8,986 -34.51 0.0550
2022-05-10 2022-03-31 13F HCA HEALTHCARE COM 40412C101 54,752 4,988 10.02 13,722 7.33 0.0808
2022-02-04 2021-12-31 13F HCA HEALTHCARE COM 40412C101 49,764 2,478 5.24 12,785 11.40 0.0789
2021-11-10 2021-09-30 13F HCA HEALTHCARE COM 40412C101 47,286 4,600 10.78 11,477 30.05 0.0802
2021-08-10 2021-06-30 13F HCA HEALTHCARE COM 40412C101 42,686 13,391 45.71 8,825 59.96 0.0679
2021-08-10 2021-03-31 13F/A-1 HCA HEALTHCARE COM 40412C101 29,295 18,643 175.02 5,517 214.90 0.0502
2021-05-11 2021-03-31 13F HCA HEALTHCARE COM 40412C101 29,295 18,643 5,517 0.0528
2021-02-12 2020-12-31 13F HCA HEALTHCARE COM 40412C101 10,652 1,577 17.38 1,752 54.77 0.0219
2020-12-10 2020-09-30 13F HCA HEALTHCARE COM 40412C101 9,075 -422 -4.44 1,132 22.78 0.0170
2020-08-10 2020-06-30 13F HCA HEALTHCARE COM 40412C101 9,497 -7,519 -44.19 922 -39.70 0.0167
2020-05-18 2020-03-31 13F HCA HEALTHCARE COM 40412C101 17,016 1,718 11.23 1,529 -32.38 0.0337
2020-02-13 2019-12-31 13F HCA HEALTHCARE INC COM COM 40412C101 15,298 1,092 7.69 2,261 32.22 0.0452
2019-11-12 2019-09-30 13F HCA HEALTHCARE INC COM COM 40412C101 14,206 310 2.23 1,710 -8.95 0.0402
2019-08-14 2019-06-30 13F HCA HEALTHCARE INC COM COM 40412C101 13,896 198 1.45 1,878 5.15 0.0498
2019-04-23 2019-03-31 13F/A-1 HCA HEALTHCARE INC COM COM 40412C101 13,698 13,698 1,786 0.0642
2019-04-12 2019-03-31 13F HCA HEALTHCARE INC COM COM 40412C101 7,620 948 0.0505
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.