HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionWestern Wealth Management, LLC
Latest Disclosed Ownership3,505 shares
Latest Disclosed Value $ 1,658,584
Western Wealth Management, LLC reports 2.45% decrease in ownership of HCA / HCA Healthcare, Inc.

On May 19, 2026 - Western Wealth Management, LLC filed a 13F-HR form disclosing ownership of 3,505 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,658,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,593 shares of HCA Healthcare, Inc.. This represents a change in shares of -2.45% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-19 2026-03-31 13F HCA HEALTHCARE COM 40412C101 3,505 -88 -2.45 1,659 -1.13 0.0385
2026-02-05 2025-12-31 13F HCA HEALTHCARE Common Stock 40412C101 3,593 -37 -1.02 1,677 8.47 0.0773
2025-11-06 2025-09-30 13F HCA HEALTHCARE Common Stock 40412C101 3,630 -3 -0.08 1,547 11.14 0.0816
2025-08-11 2025-06-30 13F HCA HEALTHCARE Common Stock 40412C101 3,633 179 5.18 1,392 16.60 0.0826
2025-04-23 2025-03-31 13F HCA HEALTHCARE Common Stock 40412C101 3,454 -116 -3.25 1,194 11.39 0.0790
2025-04-16 2024-12-31 13F/A-1 HCA HEALTHCARE Common Stock 40412C101 3,570 -119 -3.23 1,071 -28.55 0.0698
2024-11-12 2024-09-30 13F HCA HEALTHCARE COM 40412C101 3,689 -131 -3.43 1,499 22.17 0.0855
2024-07-19 2024-06-30 13F HCA HEALTHCARE COM 40412C101 3,820 -26 -0.68 1,227 -4.29 0.0910
2024-05-03 2024-03-31 13F HCA HEALTHCARE COM 40412C101 3,846 332 9.45 1,283 34.81 0.0997
2024-01-31 2023-12-31 13F HCA HEALTHCARE COM 40412C101 3,514 120 3.54 951 14.03 0.0686
2023-11-08 2023-09-30 13F HCA HEALTHCARE COM 40412C101 3,394 83 2.51 835 -16.93 0.0705
2023-08-30 2023-06-30 13F HCA HEALTHCARE COM 40412C101 3,311 28 0.85 1,005 16.07 0.0857
2023-08-30 2023-03-31 13F HCA HEALTHCARE COM 40412C101 3,283 -1 -0.03 866 9.77 0.0806
2023-02-03 2022-12-31 13F HCA HEALTHCARE COM 40412C101 3,284 -2,573 -43.93 788 -26.42 0.0805
2022-11-07 2022-09-30 13F HCA HEALTHCARE COM 40412C101 5,857 104 1.81 1,071 10.07 0.0613
2022-07-18 2022-06-30 13F HCA HEALTHCARE COM 40412C101 5,753 43 0.75 973 -32.01 0.0559
2022-05-10 2022-03-31 13F HCA HEALTHCARE COM 40412C101 5,710 2,803 96.42 1,431 90.04 0.0694
2022-02-14 2021-12-31 13F HCA HEALTHCARE COM 40412C101 2,907 418 16.79 753 45.65 0.0743
2021-08-09 2021-06-30 13F HCA HEALTHCARE COM 40412C101 2,489 87 3.62 517 14.38 0.0532
2021-05-14 2021-03-31 13F HCA HEALTHCARE COM 40412C101 2,402 -74 -2.99 452 11.06 0.0608
2021-02-10 2020-12-31 13F HCA HEALTHCARE COM 40412C101 2,476 -114 -4.40 407 26.01 0.0597
2020-10-27 2020-09-30 13F HCA HEALTHCARE COM 40412C101 2,590 143 5.84 323 35.71 0.0528
2020-07-20 2020-06-30 13F HCA HEALTHCARE COM 40412C101 2,447 -319 -11.53 238 -4.80 0.0432
2020-04-27 2020-03-31 13F HCA HEALTHCARE COM 40412C101 2,766 403 17.05 250 -28.37 0.0573
2020-02-10 2019-12-31 13F HCA HEALTHCARE COM 40412C101 2,363 -200 -7.80 349 14.05 0.0529
2019-11-08 2019-09-30 13F HCA HEALTHCARE COM 40412C101 2,563 0 0.00 306 -11.56 0.0637
2019-08-06 2019-06-30 13F HCA HEALTHCARE COM 40412C101 2,563 -171 -6.25 346 -3.62 0.0454
2019-05-10 2019-03-31 13F HCA HEALTHCARE COM 40412C101 2,734 -38 -1.37 359 6.21 0.0799
2019-02-15 2018-12-31 13F HCA HEALTHCARE COM 40412C101 2,772 2,772 338 0.0909
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.