Health Catalyst, Inc. (HCAT) — Institutional Holders, Q2 2026 (page 2)
128 institutional investment managers reported a HCAT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $104.0M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 128. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
HCAT 13F holders ranked 101–128 of 128
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Integrated Wealth Concepts#101 · 707 sh | 707 | $1.4K | 0.00% | New |
| 102 | Valued Wealth Advisors#102 · 606 sh | 606 | $1.2K | <0.01% | 0.0% |
| 103 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#103 · 523 sh | 523 | $1.0K | 0.00% | 0.0% |
| 104 | OSAIC#104 · 450 sh | 450 | $895.00 | 0.00% | 0.0% |
| 105 | Allworth Financial#105 · 355 sh | 355 | $707.00 | 0.00% | -0.8% |
| 106 | North Star Investment Management#106 · 346 sh | 346 | $689.00 | 0.00% | 0.0% |
| 107 | Physician Wealth Advisors#107 · 300 sh | 300 | $597.00 | — | 0.0% |
| 108 | Spire Wealth Management#108 · 300 sh | 300 | $597.00 | 0.00% | New |
| 109 | Essential Partners#109 · 269 sh | 269 | $535.00 | — | -94.8% |
| 110 | NISA INVESTMENT ADVISORS#110 · 237 sh | 237 | $472.00 | — | New |
| 111 | Farther Finance Advisors#111 · 193 sh | 193 | $384.00 | — | +38.8% |
| 112 | GROUP ONE TRADING, L.P.#112 · 190 sh | 190 | $378.00 | 0.00% | New |
| 113 | True Wealth Design#113 · 89 sh | 89 | $178.00 | — | New |
| 114 | SIGNATUREFD#114 · 72 sh | 72 | $143.00 | — | 0.0% |
| 115 | Steward Partners Investment Advisory#115 · 69 sh | 69 | $137.00 | 0.00% | -67.3% |
| 116 | Transamerica Financial Advisors#116 · 43 sh | 43 | $85.00 | 0.00% | 0.0% |
| 117 | SJS Investment Consulting#117 · 39 sh | 39 | $78.00 | — | +333.3% |
| 118 | ROTHSCHILD INVESTMENT#118 · 38 sh | 38 | $76.00 | 0.00% | -88.7% |
| 119 | FIFTH THIRD BANCORP#119 · 30 sh | 30 | $60.00 | 0.00% | -48.3% |
| 120 | Leonteq Securities AG#120 · 23 sh | 23 | $46.00 | 0.00% | 0.0% |
| 121 | IFP Advisors#121 · 10 sh | 10 | $20.00 | — | 0.0% |
| 122 | Wealth Enhancement Services#122 · 2 sh | 2 | $4.00 | — | New |
| 123 | CITIGROUP#123 · 2 sh | 2 | $4.00 | 0.00% | -99.9% |
| 124 | Clearstead Advisors#124 · 2 sh | 2 | $4.00 | 0.00% | New |
| 125 | HUNTINGTON NATIONAL BANK#125 · 1 sh | 1 | $2.00 | 0.00% | 0.0% |
| 126 | Measured Wealth Private Client Group#126 · 0 sh | 0 | $1.00 | 0.00% | New |
| 127 | Avion Wealth#127 · 394 sh | 394 | $0.00 | 0.00% | +53.9% |
| 128 | Covestor Ltd#128 · 132 sh | 132 | $0.00 | 0.00% | +238.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.