HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionJfs Wealth Advisors, Llc
Latest Disclosed Ownership112 shares
Latest Disclosed Value $ 53,003
Jfs Wealth Advisors, Llc reports 30.23% increase in ownership of HCA / HCA Healthcare, Inc.

On April 20, 2026 - Jfs Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 112 shares of HCA Healthcare, Inc. (MX:HCA) valued at $53,003 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 86 shares of HCA Healthcare, Inc.. This represents a change in shares of 30.23% 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)
2026-04-20 2026-03-31 13F HCA HEALTHCARE COM 40412C101 112 26 30.23 53 32.50 0.0030
2026-01-14 2025-12-31 13F HCA HEALTHCARE COM 40412C101 86 17 24.64 40 37.93 0.0023
2025-11-10 2025-09-30 13F HCA HEALTHCARE COM 40412C101 69 0 0.00 29 11.54 0.0017
2025-07-24 2025-06-30 13F HCA HEALTHCARE COM 40412C101 69 1 1.47 26 13.04 0.0017
2025-04-22 2025-03-31 13F HCA HEALTHCARE COM 40412C101 68 -6 -8.11 23 4.55 0.0016
2025-01-31 2024-12-31 13F HCA HEALTHCARE COM 40412C101 74 0 0.00 22 -26.67 0.0015
2024-10-25 2024-09-30 13F HCA HEALTHCARE COM 40412C101 74 2 2.78 30 30.43 0.0020
2024-07-15 2024-06-30 13F HCA HEALTHCARE COM 40412C101 72 -1 -1.37 23 -4.17 0.0018
2024-04-30 2024-03-31 13F HCA HEALTHCARE COM 40412C101 73 0 0.00 24 26.32 0.0019
2024-02-07 2023-12-31 13F HCA HEALTHCARE COM 40412C101 73 8 12.31 20 26.67 0.0017
2023-11-02 2023-09-30 13F HCA HEALTHCARE COM 40412C101 65 -2 -2.99 16 -25.00 0.0015
2023-08-07 2023-06-30 13F HCA HEALTHCARE COM 40412C101 67 -1 -1.47 20 17.65 0.0018
2023-04-19 2023-03-31 13F HCA HEALTHCARE COM 40412C101 68 8 13.33 18 21.43 0.0017
2023-02-13 2022-12-31 13F HCA HEALTHCARE COM 40412C101 60 2 3.45 14 27.27 0.0014
2022-10-21 2022-09-30 13F HCA HEALTHCARE COM 40412C101 58 -80 -57.97 11 -52.17 0.0012
2022-08-02 2022-06-30 13F HCA HEALTHCARE COM 40412C101 138 -29 -17.37 23 -45.24 0.0024
2022-05-02 2022-03-31 13F HCA HEALTHCARE COM 40412C101 167 32 23.70 42 20.00 0.0040
2022-02-03 2021-12-31 13F HCA HEALTHCARE COM 40412C101 135 18 15.38 35 25.00 0.0033
2021-11-09 2021-09-30 13F HCA HEALTHCARE COM 40412C101 117 -51 -30.36 28 -20.00 0.0029
2021-08-04 2021-06-30 13F HCA HEALTHCARE COM 40412C101 168 -23 -12.04 35 -2.78 0.0052
2021-04-28 2021-03-31 13F HCA HEALTHCARE COM 40412C101 191 0 0.00 36 16.13 0.0073
2021-02-01 2020-12-31 13F HCA HEALTHCARE COM 40412C101 191 -14 -6.83 31 19.23 0.0065
2020-10-28 2020-09-30 13F HCA HEALTHCARE COM 40412C101 205 0 0.00 26 30.00 0.0062
2020-08-05 2020-06-30 13F HCA HEALTHCARE COM 40412C101 205 0 0.00 20 11.11 0.0052
2020-04-29 2020-03-31 13F HCA HEALTHCARE COM 40412C101 205 37 22.02 18 -28.00 0.0054
2020-02-03 2019-12-31 13F HCA HEALTHCARE COM 40412C101 168 0 0.00 25 25.00 0.0062
2019-10-30 2019-09-30 13F HCA HEALTHCARE COM 40412C101 168 -7 -4.00 20 -16.67 0.0051
2019-08-06 2019-06-30 13F HCA HEALTHCARE COM 40412C101 175 0 0.00 24 4.35 0.0061
2019-04-23 2019-03-31 13F HCA HEALTHCARE COM 40412C101 175 0 0.00 23 4.55 0.0060
2019-01-26 2018-12-31 13F HCA HEALTHCARE COM 40412C101 175 -63 -26.47 22 -33.33 0.0059
2018-11-09 2018-09-30 13F HCA HEALTHCARE COM 40412C101 238 0 0.00 33 37.50 0.0085
2018-07-25 2018-06-30 13F HCA HEALTHCARE COM 40412C101 238 -13 -5.18 24 0.00 0.0063
2018-04-26 2018-03-31 13F HCA HEALTHCARE COM 40412C101 251 0 0.00 24 9.09 0.0063
2018-01-30 2017-12-31 13F HCA HEALTHCARE COM 40412C101 251 0 0.00 22 10.00 0.0054
2017-10-20 2017-09-30 13F HCA HEALTHCARE COM 40412C101 251 251 20 0.0052
2015-04-28 2015-03-31 13F HCA HOLDINGS COM 40412C101 0 -100 -100.00 0 -100.00
2015-01-23 2014-12-31 13F HCA HOLDINGS COM 40412C101 100 100 7 0.0011
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.