HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership2,568 shares
Latest Disclosed Value $ 1,199,064
Global Retirement Partners, LLC reports 135.38% increase in ownership of HCA / HCA Healthcare, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 2,568 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,199,064 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 1,091 shares of HCA Healthcare, Inc.. This represents a change in shares of 135.38% 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)
2026-02-06 2025-12-31 13F HCA HEALTHCARE COM 40412C101 2,568 1,477 135.38 1,199 158.41 0.0213
2025-10-21 2025-09-30 13F HCA HEALTHCARE COM 40412C101 1,091 -40 -3.54 465 7.16 0.0104
2025-08-12 2025-06-30 13F HCA HEALTHCARE COM 40412C101 1,131 -10,602 -90.36 433 -87.70 0.0107
2025-01-31 2024-12-31 13F HCA HEALTHCARE COM 40412C101 11,733 -277 -2.31 3,522 -27.86 0.1009
2024-10-16 2024-09-30 13F HCA HEALTHCARE COM 40412C101 12,010 460 3.98 4,881 31.56 0.1475
2024-07-23 2024-06-30 13F HCA HEALTHCARE COM 40412C101 11,550 204 1.80 3,711 -1.96 0.1162
2024-04-23 2024-03-31 13F HCA HEALTHCARE COM 40412C101 11,346 536 4.96 3,784 24.68 0.1411
2024-01-18 2023-12-31 13F HCA HEALTHCARE COM 40412C101 10,810 4,150 62.31 3,036 87.35 0.1270
2023-10-13 2023-09-30 13F HCA HEALTHCARE COM 40412C101 6,660 630 10.45 1,621 -11.43 0.0817
2023-07-20 2023-06-30 13F HCA HEALTHCARE COM 40412C101 6,030 5,496 1,029.21 1,830 1,135.81 0.0894
2023-05-08 2023-03-31 13F HCA HEALTHCARE COM 40412C101 534 -83 -13.45 149 0.00 0.0079
2023-02-13 2022-12-31 13F HCA HEALTHCARE COM 40412C101 617 253 69.51 148 87.34 0.0102
2022-11-03 2022-09-30 13F HCA HEALTHCARE COM 40412C101 364 -17 -4.46 79 23.44 0.0060
2022-07-15 2022-06-30 13F HCA HEALTHCARE COM 40412C101 381 -2 -0.52 64 -17.95 0.0051
2022-07-14 2022-03-31 13F HCA HEALTHCARE COM 40412C101 383 383 78 0.0061
2022-01-21 2021-12-31 13F HCA HEALTHCARE COM 40412C101 0 -322 -100.00 0 -100.00
2021-10-22 2021-09-30 13F HCA HEALTHCARE COM 40412C101 322 25 8.42 78 27.87 0.0077
2021-07-15 2021-06-30 13F HCA HEALTHCARE COM 40412C101 297 2 0.68 61 8.93 0.0062
2021-04-14 2021-03-31 13F HCA HEALTHCARE COM 40412C101 295 26 9.67 56 27.27 0.0066
2021-01-13 2020-12-31 13F HCA HEALTHCARE COM 40412C101 269 86 46.99 44 91.30 0.0055
2020-10-09 2020-09-30 13F HCA HEALTHCARE COM 40412C101 183 -8,052 -97.78 23 -97.12 0.0034
2020-07-13 2020-06-30 13F HCA HEALTHCARE COM 40412C101 8,235 1,311 18.93 799 28.46 0.1275
2020-04-28 2020-03-31 13F HCA HEALTHCARE COM 40412C101 6,924 -513 -6.90 622 -43.40 0.1177
2020-01-23 2019-12-31 13F HCA HEALTHCARE COM 40412C101 7,437 -1,273 -14.62 1,099 4.77 0.1683
2019-11-19 2019-09-30 13F HCA HEALTHCARE COM 40412C101 8,710 2,064 31.06 1,049 16.82 0.1724
2019-11-19 2019-06-30 13F HCA HEALTHCARE COM 40412C101 6,646 1,593 31.53 898 36.27 0.1720
2019-05-07 2019-03-31 13F HCA HEALTHCARE COM 40412C101 5,053 -640 -11.24 659 -7.05 0.1594
2019-02-22 2018-12-31 13F HCA HEALTHCARE COM 40412C101 5,693 -3,454 -37.76 709 -44.30 0.1812
2018-10-17 2018-09-30 13F HCA HEALTHCARE COM 40412C101 9,147 1,409 18.21 1,273 60.33 0.2878
2018-08-13 2018-06-30 13F HCA HEALTHCARE COM 40412C101 7,738 1,290 20.01 794 27.04 0.2008
2018-08-10 2018-03-31 13F HCA HEALTHCARE COM 40412C101 6,448 1,351 26.51 625 39.51 0.1723
2018-08-13 2017-12-31 13F HCA HEALTHCARE COM 40412C101 5,097 1,823 55.68 448 71.65 0.1231
2018-08-10 2017-09-30 13F HCA HEALTHCARE COM 40412C101 3,274 532 19.40 261 9.21 0.1079
2018-08-10 2017-06-30 13F HCA HEALTHCARE COM 40412C101 2,742 841 44.24 239 41.42 0.1124
2018-08-10 2017-03-31 13F HCA HOLDINGS COM 40412C101 1,901 752 65.45 169 98.82 0.0945
2018-08-10 2016-12-31 13F HCA HOLDINGS COM 40412C101 1,149 1,149 85 0.0571
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.