HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership2,658 shares
Latest Disclosed Value $ 1,257,751
Principal Securities, Inc. reports 16.10% decrease in ownership of HCA / HCA Healthcare, Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 2,658 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,257,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 3,168 shares of HCA Healthcare, Inc.. This represents a change in shares of -16.10% 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)
2026-05-13 2026-03-31 13F HCA HEALTHCARE COM 40412C101 2,658 -510 -16.10 1,258 -14.95 0.0184
2026-02-12 2025-12-31 13F HCA HEALTHCARE COM 40412C101 3,168 -16 -0.50 1,479 9.00 0.0228
2025-11-12 2025-09-30 13F HCA HEALTHCARE COM 40412C101 3,184 -69 -2.12 1,357 8.83 0.0223
2025-08-11 2025-06-30 13F HCA HEALTHCARE COM 40412C101 3,253 875 36.80 1,246 74.75 0.0234
2025-04-30 2025-03-31 13F HCA HEALTHCARE COM 40412C101 2,378 0 0.00 714 0.00 0.0160
2025-01-30 2024-12-31 13F HCA HEALTHCARE COM 40412C101 2,378 436 22.45 714 -9.63 0.0161
2024-10-28 2024-09-30 13F HCA HEALTHCARE COM 40412C101 1,942 248 14.64 789 45.04 0.0191
2024-07-31 2024-06-30 13F HCA HEALTHCARE COM 40412C101 1,694 274 19.30 544 15.01 0.0150
2024-05-10 2024-03-31 13F HCA HEALTHCARE COM 40412C101 1,420 301 26.90 474 56.62 0.0148
2024-05-10 2023-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 1,119 1,119 303 0.0113
2024-02-07 2023-12-31 13F HCA HEALTHCARE COM 40412C101 1,119 1,119 303 0.0113
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.