HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionPFG Advisors
Latest Disclosed Ownership2,643 shares
Latest Disclosed Value $ 1,250,877
PFG Advisors reports 8.23% increase in ownership of HCA / HCA Healthcare, Inc.

On May 5, 2026 - PFG Advisors filed a 13F-HR form disclosing ownership of 2,643 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,250,877 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,442 shares of HCA Healthcare, Inc.. This represents a change in shares of 8.23% 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)
2026-05-05 2026-03-31 13F HCA HEALTHCARE COM 40412C101 2,643 201 8.23 1,251 9.65 0.0609
2026-01-27 2025-12-31 13F HCA HEALTHCARE COM 40412C101 2,442 240 10.90 1,140 21.54 0.0553
2025-11-13 2025-09-30 13F HCA HEALTHCARE COM 40412C101 2,202 323 17.19 939 30.46 0.0384
2025-08-07 2025-06-30 13F HCA HEALTHCARE COM 40412C101 1,879 87 4.85 720 16.16 0.0332
2025-05-06 2025-03-31 13F HCA HEALTHCARE COM 40412C101 1,792 -29 -1.59 619 13.37 0.0346
2025-02-07 2024-12-31 13F HCA HEALTHCARE COM 40412C101 1,821 109 6.37 547 -21.44 0.0335
2024-10-15 2024-09-30 13F HCA HEALTHCARE COM 40412C101 1,712 120 7.54 696 36.01 0.0439
2024-08-08 2024-06-30 13F HCA HEALTHCARE COM 40412C101 1,592 67 4.39 512 0.59 0.0346
2024-05-07 2024-03-31 13F HCA HEALTHCARE COM 40412C101 1,525 168 12.38 509 38.42 0.0372
2024-01-19 2023-12-31 13F HCA HEALTHCARE COM 40412C101 1,357 155 12.90 367 24.41 0.0297
2023-10-13 2023-09-30 13F HCA HEALTHCARE COM 40412C101 1,202 33 2.82 296 -16.67 0.0266
2023-07-20 2023-06-30 13F HCA HEALTHCARE COM 40412C101 1,169 78 7.15 355 23.34 0.0270
2023-04-21 2023-03-31 13F HCA HEALTHCARE COM 40412C101 1,091 168 18.20 288 29.86 0.0241
2023-01-30 2022-12-31 13F HCA HEALTHCARE COM 40412C101 923 923 222 0.0217
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.