HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionKestra Advisory Services, LLC
Latest Disclosed Ownership5,238 shares
Latest Disclosed Value $ 2,478,818
Kestra Advisory Services, LLC reports 3.15% increase in ownership of HCA / HCA Healthcare, Inc.

On April 30, 2026 - Kestra Advisory Services, LLC filed a 13F-HR form disclosing ownership of 5,238 shares of HCA Healthcare, Inc. (MX:HCA) valued at $2,478,818 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 5,078 shares of HCA Healthcare, Inc.. This represents a change in shares of 3.15% 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)
2026-04-30 2026-03-31 13F HCA HEALTHCARE COM 40412C101 5,238 160 3.15 2,479 4.56 0.0094
2026-02-13 2025-12-31 13F HCA HEALTHCARE COM 40412C101 5,078 -61 -1.19 2,371 8.22 0.0098
2025-11-14 2025-09-30 13F HCA HEALTHCARE COM 40412C101 5,139 -1,243 -19.48 2,190 -10.39 0.0100
2025-08-15 2025-06-30 13F HCA HEALTHCARE COM 40412C101 6,382 553 9.49 2,445 21.35 0.0119
2025-05-14 2025-03-31 13F HCA HEALTHCARE COM 40412C101 5,829 -740 -11.27 2,014 2.18 0.0097
2025-02-10 2024-12-31 13F HCA HEALTHCARE COM 40412C101 6,569 757 13.02 1,972 -16.55 0.0108
2024-11-13 2024-09-30 13F HCA HEALTHCARE COM 40412C101 5,812 -1,656 -22.17 2,362 -1.54 0.0130
2024-08-14 2024-06-30 13F HCA HEALTHCARE COM 40412C101 7,468 492 7.05 2,399 3.14 0.0134
2024-05-15 2024-03-31 13F HCA HEALTHCARE COM 40412C101 6,976 1,120 19.13 2,327 46.75 0.0156
2024-02-14 2023-12-31 13F HCA HEALTHCARE COM 40412C101 5,856 445 8.22 1,585 19.17 0.0128
2023-11-13 2023-09-30 13F HCA HEALTHCARE COM 40412C101 5,411 1,371 33.94 1,331 8.48 0.0131
2023-08-11 2023-06-30 13F HCA HEALTHCARE COM 40412C101 4,040 -759 -15.82 1,226 -3.08 0.0123
2023-05-12 2023-03-31 13F HCA HEALTHCARE COM 40412C101 4,799 -6,361 -57.00 1,265 -52.75 0.0137
2023-01-31 2022-12-31 13F HCA HEALTHCARE COM 40412C101 11,160 406 3.78 2,678 267,600.00 0.0238
2022-11-01 2022-09-30 13F/A-1 HCA HEALTHCARE COM 40412C101 10,754 2,015 23.06 2 0.00 0.0212
2022-11-01 2022-09-30 13F HCA HEALTHCARE COM 40412C101 10,754 2,015 1,976 0.0212
2022-08-12 2022-06-30 13F HCA HEALTHCARE COM 40412C101 8,739 872 11.08 1 0.00 0.0151
2022-07-20 2022-03-31 13F/A-1 HCA HEALTHCARE COM 40412C101 7,867 -731 -8.50 2 -50.00 0.0205
2022-04-26 2022-03-31 13F HCA HEALTHCARE COM 40412C101 7,867 -731 1,972 0.0205
2022-07-25 2021-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 8,598 -53 -0.61 2 0.00 0.0224
2022-01-20 2021-12-31 13F HCA HEALTHCARE COM 40412C101 8,598 -53 2,209 0.0224
2022-07-25 2021-09-30 13F/A-1 HCA HEALTHCARE COM 40412C101 8,651 -178 -2.02 2 100.00 0.0210
2021-10-19 2021-09-30 13F HCA HEALTHCARE COM 40412C101 8,651 -178 2,100 0.0210
2022-07-26 2021-06-30 13F/A-1 HCA HEALTHCARE COM 40412C101 8,829 335 3.94 2 0.00 0.0207
2021-07-28 2021-06-30 13F HCA HEALTHCARE COM 40412C101 8,829 335 1,825 0.0207
2022-07-27 2021-03-31 13F/A-1 HCA HEALTHCARE COM 40412C101 8,494 4,524 113.95 2 -99.84 0.0203
2021-05-10 2021-03-31 13F HCA HEALTHCARE COM 40412C101 8,494 4,524 1,600 0.0203
2022-07-28 2020-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 3,970 3,946 16,441.67 1 -100.00 0.0075
2021-01-20 2020-12-31 13F HCA HEALTHCARE COM 40412C101 3,970 3,946 645 0.0075
2022-07-29 2020-09-30 13F/A-1 HCA HEALTHCARE COM 40412C101 24 24 262,000 0.0049
2020-11-12 2020-09-30 13F HCA HEALTHCARE COM 40412C101 24 24 262 0.0049
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.