HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionAdviser Investments LLC
Latest Disclosed Ownership3,051 shares
Latest Disclosed Value $ 1,443,713
Adviser Investments LLC reports 6.31% increase in ownership of HCA / HCA Healthcare, Inc.

On May 13, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 3,051 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,443,713 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,870 shares of HCA Healthcare, Inc.. This represents a change in shares of 6.31% 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 3,051 181 6.31 1,444 7.69 0.0087
2026-02-12 2025-12-31 13F HCA HEALTHCARE COM 40412C101 2,870 867 43.29 1,340 57.09 0.0146
2025-11-10 2025-09-30 13F HCA HEALTHCARE COM 40412C101 2,003 2 0.10 854 11.36 0.0097
2025-08-06 2025-06-30 13F HCA HEALTHCARE COM 40412C101 2,001 97 5.09 767 16.59 0.0096
2025-05-13 2025-03-31 13F HCA HEALTHCARE COM 40412C101 1,904 37 1.98 658 17.32 0.0083
2025-02-12 2024-12-31 13F HCA HEALTHCARE COM 40412C101 1,867 149 8.67 560 -19.77 0.0069
2024-11-08 2024-09-30 13F HCA HEALTHCARE COM 40412C101 1,718 -1,744 -50.38 698 -37.23 0.0087
2024-08-12 2024-06-30 13F HCA HEALTHCARE COM 40412C101 3,462 -13 -0.37 1,112 -4.06 0.0147
2024-04-29 2024-03-31 13F HCA HEALTHCARE COM 40412C101 3,475 -4 -0.11 1,159 23.17 0.0156
2024-02-01 2023-12-31 13F HCA HEALTHCARE COM 40412C101 3,479 451 14.89 942 26.48 0.0134
2023-10-11 2023-09-30 13F HCA HEALTHCARE COM 40412C101 3,028 3,028 745 0.0162
2023-08-04 2023-06-30 13F HCA HEALTHCARE COM 40412C101 0 -1,640 -100.00 0 -100.00
2023-04-26 2023-03-31 13F HCA HEALTHCARE COM 40412C101 1,640 3 0.18 433 4.85 0.0104
2023-01-19 2022-12-31 13F HCA HEALTHCARE COM 40412C101 1,637 4 0.24 413 37.33 0.0103
2022-10-14 2022-09-30 13F HCA HEALTHCARE COM 40412C101 1,633 5 0.31 300 9.49 0.0211
2022-07-14 2022-06-30 13F HCA HEALTHCARE COM 40412C101 1,628 5 0.31 274 -32.68 0.0185
2022-05-04 2022-03-31 13F HCA HEALTHCARE COM 40412C101 1,623 -10 -0.61 407 -2.86 0.0263
2022-01-31 2021-12-31 13F HCA HEALTHCARE COM 40412C101 1,633 16 0.99 419 6.89 0.0281
2021-11-05 2021-09-30 13F HCA HEALTHCARE COM 40412C101 1,617 3 0.19 392 17.37 0.0293
2021-07-09 2021-06-30 13F HCA HEALTHCARE COM 40412C101 1,614 4 0.25 334 10.23 0.0249
2021-05-05 2021-03-31 13F HCA HEALTHCARE COM 40412C101 1,610 4 0.25 303 14.77 0.0244
2021-01-26 2020-12-31 13F HCA HEALTHCARE COM 40412C101 1,606 -40 -2.43 264 28.78 0.0234
2020-11-13 2020-09-30 13F HCA HEALTHCARE COM 40412C101 1,646 1,646 205 0.0216
2020-04-08 2020-03-31 13F HCA HEALTHCARE COM 40412C101 0 -1,579 -100.00 0 -100.00
2020-02-07 2019-12-31 13F HCA HEALTHCARE COM 40412C101 1,579 1,579 233 0.0231
2019-11-13 2019-09-30 13F HCA HEALTHCARE COM 40412C101 0 -1,570 -100.00 0 -100.00
2019-08-12 2019-06-30 13F HCA HEALTHCARE COM 40412C101 1,570 5 0.32 212 3.92 0.0228
2019-05-07 2019-03-31 13F HCA HEALTHCARE COM 40412C101 1,565 1,565 204 0.0233
2019-01-25 2018-12-31 13F HCA HEALTHCARE COM 40412C101 0 -1,555 -100.00 0 -100.00
2018-11-13 2018-09-30 13F HCA HEALTHCARE COM 40412C101 1,555 4 0.26 216 35.85 0.0242
2018-08-02 2018-06-30 13F HCA HEALTHCARE COM 40412C101 1,551 1,551 159 0.0177
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.