HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership1,047 shares
Latest Disclosed Value $ 495,482
Legacy Financial Advisors, Inc. reports 19.11% increase in ownership of HCA / HCA Healthcare, Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 1,047 shares of HCA Healthcare, Inc. (MX:HCA) valued at $495,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 879 shares of HCA Healthcare, Inc.. This represents a change in shares of 19.11% 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.

Upgrade to unlock premium data and export to Excel .

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 Stock 40412C101 1,047 168 19.11 495 20.73 0.0693
2026-02-04 2025-12-31 13F HCA Stock 40412C101 879 97 12.40 410 23.12 0.0568
2025-11-10 2025-09-30 13F HCA Stock 40412C101 782 156 24.92 333 39.33 0.0459
2025-08-07 2025-06-30 13F HCA Stock 40412C101 626 626 240 0.0375
2025-02-13 2024-12-31 13F HCA Stock 40412C101 0 -604 -100.00 0 -100.00
2024-11-14 2024-09-30 13F HCA Stock 40412C101 604 604 245 0.0412
2019-08-07 2019-06-30 13F HCA Stock 40412C101 0 -444 -100.00 0 -100.00
2019-05-14 2019-03-31 13F HCA Stock 40412C101 444 198 80.49 58 87.10 0.0197
2019-01-16 2018-12-31 13F HCA Stock 40412C101 246 201 446.67 31 416.67 0.0120
2018-10-30 2018-09-30 13F HCA Stock 40412C101 45 0 0.00 6 20.00 0.0022
2018-07-17 2018-06-30 13F HCA Stock 40412C101 45 -1 -2.17 5 25.00 0.0019
2018-04-12 2018-03-31 13F HCA Stock 40412C101 46 0 0.00 4 0.00 0.0016
2018-02-09 2017-12-31 13F HCA HEALTHCARE INC COM Stock 40412C101 46 46 4 0.0016
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.