HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionAptus Capital Advisors, LLC
Latest Disclosed Ownership8,710 shares
Latest Disclosed Value $ 4,121,920
Aptus Capital Advisors, LLC reports 169.58% increase in ownership of HCA / HCA Healthcare, Inc.

On May 11, 2026 - Aptus Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 8,710 shares of HCA Healthcare, Inc. (MX:HCA) valued at $4,121,920 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,231 shares of HCA Healthcare, Inc.. This represents a change in shares of 169.58% 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)
2026-05-11 2026-03-31 13F HCA HEALTHCARE COM 40412C101 8,710 5,479 169.58 4,122 173.28 0.0312
2026-02-13 2025-12-31 13F HCA HEALTHCARE COM 40412C101 3,231 170 5.55 1,508 15.64 0.0108
2025-11-12 2025-09-30 13F HCA HEALTHCARE COM 40412C101 3,061 -7 -0.23 1,305 10.98 0.0095
2025-08-11 2025-06-30 13F HCA HEALTHCARE COM 40412C101 3,068 78 2.61 1,175 13.75 0.0096
2025-05-13 2025-03-31 13F HCA HEALTHCARE COM 40412C101 2,990 -24,238 -89.02 1,033 -87.36 0.0106
2025-02-14 2024-12-31 13F HCA HEALTHCARE COM 40412C101 27,228 24,947 1,093.69 8,172 781.55 0.0856
2024-11-05 2024-09-30 13F HCA HEALTHCARE COM 40412C101 2,281 -23 -1.00 927 25.27 0.0138
2024-07-31 2024-06-30 13F HCA HEALTHCARE COM 40412C101 2,304 314 15.78 740 11.61 0.0130
2024-05-15 2024-03-31 13F HCA HEALTHCARE COM 40412C101 1,990 995 100.00 664 146.47 0.0123
2024-02-13 2023-12-31 13F HCA HEALTHCARE COM 40412C101 995 5 0.51 269 10.70 0.0074
2023-11-08 2023-09-30 13F HCA HEALTHCARE COM 40412C101 990 990 244 0.0066
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.