HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionBurney Co/
Latest Disclosed Ownership25,006 shares
Latest Disclosed Value $ 11,834,042
Burney Co/ reports 11.75% decrease in ownership of HCA / HCA Healthcare, Inc.

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 25,006 shares of HCA Healthcare, Inc. (MX:HCA) valued at $11,834,042 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 28,334 shares of HCA Healthcare, Inc.. This represents a change in shares of -11.75% 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)
2026-04-29 2026-03-31 13F HCA HEALTHCARE COM 40412C101 25,006 -3,328 -11.75 11,834 -10.54 0.3700
2026-01-23 2025-12-31 13F HCA HEALTHCARE COM 40412C101 28,334 -208 -0.73 13,228 8.75 0.4124
2025-10-16 2025-09-30 13F HCA HEALTHCARE COM 40412C101 28,542 -3,907 -12.04 12,165 -2.15 0.3869
2025-08-05 2025-06-30 13F HCA HEALTHCARE COM 40412C101 32,449 -999 -2.99 12,431 7.55 0.4207
2025-05-06 2025-03-31 13F HCA HEALTHCARE COM 40412C101 33,448 -1,877 -5.31 11,558 9.02 0.4206
2025-01-14 2024-12-31 13F HCA HEALTHCARE COM 40412C101 35,325 -793 -2.20 10,603 -27.77 0.3747
2024-10-18 2024-09-30 13F HCA HEALTHCARE COM 40412C101 36,118 -2,028 -5.32 14,679 19.78 0.5221
2024-07-29 2024-06-30 13F HCA HEALTHCARE COM 40412C101 38,146 -1,090 -2.78 12,256 -6.35 0.4683
2024-05-22 2024-03-31 13F HCA HEALTHCARE COM 40412C101 39,236 -8,796 -18.31 13,086 0.65 0.4986
2024-02-12 2023-12-31 13F HCA HEALTHCARE COM 40412C101 48,032 -596 -1.23 13,001 8.69 0.5472
2023-11-08 2023-09-30 13F HCA HEALTHCARE COM 40412C101 48,628 4 0.01 11,961 -18.94 0.5605
2023-08-09 2023-06-30 13F HCA HEALTHCARE COM 40412C101 48,624 -920 -1.86 14,757 12.96 0.6764
2023-05-10 2023-03-31 13F HCA HEALTHCARE COM 40412C101 49,544 -5,314 -9.69 13,064 -0.76 0.6438
2023-02-06 2022-12-31 13F HCA HEALTHCARE COM 40412C101 54,858 -2,711 -4.71 13,164 24.40 0.6667
2022-11-15 2022-09-30 13F HCA HEALTHCARE COM 40412C101 57,569 -5,797 -9.15 10,581 -0.64 0.5840
2022-08-12 2022-06-30 13F HCA HEALTHCARE COM 40412C101 63,366 -2,229 -3.40 10,649 -35.22 0.5602
2022-05-09 2022-03-31 13F HCA HEALTHCARE COM 40412C101 65,595 -5,181 -7.32 16,439 -9.60 0.6746
2022-02-11 2021-12-31 13F HCA HEALTHCARE COM 40412C101 70,776 2,860 4.21 18,184 10.31 0.7850
2021-11-12 2021-09-30 13F HCA HEALTHCARE COM 40412C101 67,916 5,370 8.59 16,485 27.48 0.7738
2021-08-06 2021-06-30 13F HCA HEALTHCARE COM 40412C101 62,546 76 0.12 12,931 9.90 0.6015
2021-05-13 2021-03-31 13F HCA HEALTHCARE COM 40412C101 62,470 -774 -1.22 11,766 13.12 0.5803
2021-02-11 2020-12-31 13F HCA HEALTHCARE COM 40412C101 63,244 -7,068 -10.05 10,401 18.64 0.5707
2020-12-14 2020-09-30 13F HCA HEALTHCARE COM 40412C101 70,312 -5,488 -7.24 8,767 19.17 0.5432
2020-08-13 2020-06-30 13F HCA HEALTHCARE COM 40412C101 75,800 -2,831 -3.60 7,357 4.13 0.4773
2020-05-13 2020-03-31 13F HCA HEALTHCARE COM 40412C101 78,631 -2,448 -3.02 7,065 -41.05 0.5428
2020-02-14 2019-12-31 13F HCA HEALTHCARE COM 40412C101 81,079 -2,454 -2.94 11,984 19.14 0.6605
2019-11-12 2019-09-30 13F HCA HEALTHCARE COM 40412C101 83,533 -705 -0.84 10,059 -11.65 0.6025
2019-08-12 2019-06-30 13F HCA HEALTHCARE COM 40412C101 84,238 4,335 5.43 11,386 9.29 0.6906
2019-05-13 2019-03-31 13F HCA HEALTHCARE COM 40412C101 79,903 1,751 2.24 10,418 7.11 0.6456
2019-02-12 2018-12-31 13F HCA HEALTHCARE COM 40412C101 78,152 -1,598 -2.00 9,726 -12.34 0.6845
2018-11-13 2018-09-30 13F HCA HEALTHCARE COM 40412C101 79,750 -8,540 -9.67 11,095 22.47 0.6605
2018-08-13 2018-06-30 13F HCA HEALTHCARE COM 40412C101 88,290 88,290 9,059 0.5308
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.