HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionPinnacle Associates Ltd
Latest Disclosed Ownership3,549 shares
Latest Disclosed Value $ 1,679,537
Pinnacle Associates Ltd reports 0.57% increase in ownership of HCA / HCA Healthcare, Inc.

On April 21, 2026 - Pinnacle Associates Ltd filed a 13F-HR form disclosing ownership of 3,549 shares of HCA Healthcare, Inc. (MX:HCA) valued at $1,679,537 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,529 shares of HCA Healthcare, Inc.. This represents a change in shares of 0.57% 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)
2026-04-21 2026-03-31 13F HCA HEALTHCARE COM 40412C101 3,549 20 0.57 1,680 1.94 0.0215
2026-02-05 2025-12-31 13F HCA HEALTHCARE COM 40412C101 3,529 106 3.10 1,648 12.96 0.0211
2025-11-13 2025-09-30 13F HCA HEALTHCARE COM 40412C101 3,423 -4 -0.12 1,459 11.13 0.0194
2025-08-04 2025-06-30 13F HCA HEALTHCARE COM 40412C101 3,427 24 0.71 1,313 11.66 0.0190
2025-05-06 2025-03-31 13F HCA HEALTHCARE COM 40412C101 3,403 48 1.43 1,176 16.68 0.0172
2025-02-14 2024-12-31 13F HCA HEALTHCARE COM 40412C101 3,355 2,118 171.22 1,007 201.50 0.0137
2024-10-25 2024-09-30 13F HCA HEALTHCARE COM 40412C101 1,237 -41 -3.21 335 -18.54 0.0057
2024-07-30 2024-06-30 13F HCA HEALTHCARE COM 40412C101 1,278 1 0.08 411 -3.53 0.0064
2024-04-26 2024-03-31 13F HCA HEALTHCARE COM 40412C101 1,277 40 3.23 426 27.25 0.0067
2024-01-19 2023-12-31 13F HCA HEALTHCARE COM 40412C101 1,237 -24 -1.90 335 7.74 0.0056
2023-10-24 2023-09-30 13F HCA HEALTHCARE COM 40412C101 1,261 -8 -0.63 310 -19.48 0.0058
2023-07-27 2023-06-30 13F HCA HEALTHCARE COM 40412C101 1,269 -19 -1.48 385 13.57 0.0067
2023-05-05 2023-03-31 13F HCA HEALTHCARE COM 40412C101 1,288 172 15.41 340 26.97 0.0069
2023-02-01 2022-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 1,116 1,116 268 0.0058
2023-01-25 2022-12-31 13F HCA HEALTHCARE COM 40412C101 1,116 1,116 267 0.0000
2018-05-11 2018-03-31 13F HCA HEALTHCARE COM 40412C101 0 -6,892 -100.00 0 -100.00
2018-02-12 2017-12-31 13F HCA HEALTHCARE COM 40412C101 6,892 -220 -3.09 605 6.89 0.0116
2017-11-13 2017-09-30 13F HCA HEALTHCARE COM 40412C101 7,112 -2,600 -26.77 566 -33.18 0.0104
2017-08-09 2017-06-30 13F HCA HEALTHCARE COM 40412C101 9,712 -320 -3.19 847 -5.15 0.0163
2017-05-09 2017-03-31 13F HCA HOLDINGS COM 40412C101 10,032 -2,120 -17.45 893 -0.67 0.0171
2017-02-10 2016-12-31 13F HCA HOLDINGS COM 40412C101 12,152 1,700 16.26 899 13.80 0.0181
2016-11-14 2016-09-30 13F HCA HOLDINGS COM 40412C101 10,452 -140 -1.32 790 -3.19 0.0158
2016-08-15 2016-06-30 13F HCA HOLDINGS COM 40412C101 10,592 787 8.03 816 6.67 0.0176
2016-05-13 2016-03-31 13F HCA HOLDINGS COM 40412C101 9,805 -12,760 -56.55 765 -49.87 0.0164
2016-02-11 2015-12-31 13F/A-1 HCA HOLDINGS COM 40412C101 22,565 11,065 96.22 1,526 71.46 0.0320
2016-02-09 2015-12-31 13F HCA HOLDINGS COM 40412C101 22,565 11,065 1,526 0.0326
2015-11-10 2015-09-30 13F HCA HOLDINGS COM 40412C101 11,500 -800 -6.50 890 -20.25 0.0197
2015-08-12 2015-06-30 13F HCA HOLDINGS COM 40412C101 12,300 -806 -6.15 1,116 13.18 0.0207
2015-05-15 2015-03-31 13F HCA Holdings COM 40412C101 13,106 13,106 986 0.0184
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.