HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionAJ Advisors, LLC
Latest Disclosed Ownership1,061 shares
Latest Disclosed Value $ 502,204
AJ Advisors, LLC reports 2.31% increase in ownership of HCA / HCA Healthcare, Inc.

On April 22, 2026 - AJ Advisors, LLC filed a 13F-HR form disclosing ownership of 1,061 shares of HCA Healthcare, Inc. (MX:HCA) valued at $502,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,037 shares of HCA Healthcare, Inc.. This represents a change in shares of 2.31% 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)
2026-04-22 2026-03-31 13F HCA HEALTHCARE COM 40412C101 1,061 24 2.31 502 3.72 0.1863
2026-01-21 2025-12-31 13F HCA HEALTHCARE COM 40412C101 1,037 -30 -2.81 484 6.61 0.1788
2025-10-31 2025-09-30 13F HCA HEALTHCARE COM 40412C101 1,067 -164 -13.32 455 -3.61 0.1861
2025-08-08 2025-06-30 13F HCA HEALTHCARE COM 40412C101 1,231 2 0.16 472 11.08 0.2099
2025-05-06 2025-03-31 13F HCA HEALTHCARE COM 40412C101 1,229 2 0.16 425 15.22 0.2174
2025-01-24 2024-12-31 13F HCA HEALTHCARE COM 40412C101 1,227 29 2.42 368 -24.28 0.1910
2024-10-31 2024-09-30 13F HCA HEALTHCARE COM 40412C101 1,198 162 15.64 487 46.39 0.2497
2024-07-30 2024-06-30 13F HCA HEALTHCARE COM 40412C101 1,036 -1,662 -61.60 333 -63.07 0.1841
2024-04-25 2024-03-31 13F HCA HEALTHCARE COM 40412C101 2,698 4 0.15 900 23.32 0.4964
2024-01-24 2023-12-31 13F HCA HEALTHCARE COM 40412C101 2,694 159 6.27 729 17.01 0.4486
2023-11-03 2023-09-30 13F HCA HEALTHCARE COM 40412C101 2,535 10 0.40 624 -18.67 0.4688
2023-08-03 2023-06-30 13F HCA HEALTHCARE COM 40412C101 2,525 -41 -1.60 766 13.31 0.5329
2023-04-21 2023-03-31 13F HCA HEALTHCARE COM 40412C101 2,566 -198 -7.16 677 1.96 0.4968
2023-02-03 2022-12-31 13F HCA HEALTHCARE COM 40412C101 2,764 2,764 663 0.5320
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.