HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionCI Private Wealth, LLC
Latest Disclosed Ownership47,844 shares
Latest Disclosed Value $ 22,491,733
CI Private Wealth, LLC reports 5.65% increase in ownership of HCA / HCA Healthcare, Inc.

On May 15, 2026 - CI Private Wealth, LLC filed a 13F-HR form disclosing ownership of 47,844 shares of HCA Healthcare, Inc. (MX:HCA) valued at $22,491,733 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on March 9, 2026 disclosing 45,287 shares of HCA Healthcare, Inc.. This represents a change in shares of 5.65% 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)
2026-05-15 2026-03-31 13F HCA HEALTHCARE COM 40412C101 47,844 2,557 5.65 22,492 6.36 0.0322
2026-03-09 2025-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 45,287 3,234 7.69 21,146 17.99 0.0288
2026-02-19 2025-12-31 13F HCA HEALTHCARE COM 40412C101 219,276 177,223 20,574 0.0077
2025-11-14 2025-09-30 13F HCA HEALTHCARE COM 40412C101 42,053 1,499 3.70 17,923 15.36 0.0282
2025-09-26 2025-06-30 13F/A-1 HCA HEALTHCARE COM 40412C101 40,554 1,856 4.80 15,536 16.18 0.0207
2025-08-15 2025-06-30 13F HCA HEALTHCARE COM 40412C101 40,867 2,169 15,591 0.0129
2025-05-14 2025-03-31 13F HCA HEALTHCARE COM 40412C101 38,698 -369 -0.94 13,373 14.06 0.0218
2025-02-10 2024-12-31 13F HCA HEALTHCARE COM 40412C101 39,067 381 0.98 11,724 -25.43 0.0195
2024-11-12 2024-09-30 13F HCA HEALTHCARE COM 40412C101 38,686 -432 -1.10 15,723 25.11 0.0245
2024-08-13 2024-06-30 13F HCA HEALTHCARE COM 40412C101 39,118 2,620 7.18 12,568 3.24 0.0219
2024-05-09 2024-03-31 13F HCA HEALTHCARE COM 40412C101 36,498 -6,642 -15.40 12,173 4.25 0.0217
2024-02-09 2023-12-31 13F HCA HEALTHCARE COM 40412C101 43,140 8,005 22.78 11,677 35.12 0.0215
2023-11-03 2023-09-30 13F HCA HEALTHCARE COM 40412C101 35,135 -1,453 -3.97 8,642 -22.15 0.0199
2023-08-10 2023-06-30 13F HCA HEALTHCARE COM 40412C101 36,588 8,331 29.48 11,102 49.01 0.0256
2023-05-15 2023-03-31 13F HCA HEALTHCARE COM 40412C101 28,257 3,295 13.20 7,450 24.39 0.0200
2023-02-15 2022-12-31 13F HCA HEALTHCARE COM 40412C101 24,962 24,962 5,989 0.0218
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.