HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionStephens Inc /ar/
Latest Disclosed Ownership7,873 shares
Latest Disclosed Value $ 3,725,624
Stephens Inc /ar/ reports 2.50% decrease in ownership of HCA / HCA Healthcare, Inc.

On April 28, 2026 - Stephens Inc /ar/ filed a 13F-HR form disclosing ownership of 7,873 shares of HCA Healthcare, Inc. (MX:HCA) valued at $3,725,624 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 8,075 shares of HCA Healthcare, Inc.. This represents a change in shares of -2.50% 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)
2026-04-28 2026-03-31 13F HCA HEALTHCARE COM 40412C101 7,873 -202 -2.50 3,726 -1.17 0.0466
2026-02-05 2025-12-31 13F HCA HEALTHCARE COM 40412C101 8,075 -406 -4.79 3,770 4.29 0.0469
2025-10-27 2025-09-30 13F HCA HEALTHCARE COM 40412C101 8,481 -19 -0.22 3,615 11.00 0.0461
2025-07-29 2025-06-30 13F HCA HEALTHCARE COM 40412C101 8,500 265 3.22 3,256 14.45 0.0447
2025-05-01 2025-03-31 13F HCA HEALTHCARE COM 40412C101 8,235 -530 -6.05 2,845 8.17 0.0417
2025-01-28 2024-12-31 13F HCA HEALTHCARE COM 40412C101 8,765 -87 -0.98 2,631 -26.88 0.0369
2024-10-28 2024-09-30 13F HCA HEALTHCARE COM 40412C101 8,852 91 1.04 3,598 27.83 0.0510
2024-08-06 2024-06-30 13F HCA HEALTHCARE COM 40412C101 8,761 -72 -0.82 2,815 -4.48 0.0429
2024-05-15 2024-03-31 13F HCA HEALTHCARE COM 40412C101 8,833 382 4.52 2,946 28.82 0.0457
2024-02-13 2023-12-31 13F HCA HEALTHCARE COM 40412C101 8,451 85 1.02 2,287 11.18 0.0395
2023-11-14 2023-09-30 13F HCA HEALTHCARE COM 40412C101 8,366 -1,368 -14.05 2,058 -30.34 0.0394
2023-08-14 2023-06-30 13F HCA HEALTHCARE COM 40412C101 9,734 -917 -8.61 2,954 5.16 0.0531
2023-05-15 2023-03-31 13F HCA HEALTHCARE COM 40412C101 10,651 -733 -6.44 2,809 2.82 0.0539
2023-02-14 2022-12-31 13F/A-1 HCA HEALTHCARE COM 40412C101 11,384 -985 -7.96 2,732 20.15 0.0560
2023-01-25 2022-12-31 13F HCA HEALTHCARE OM 40412C101 11,384 -985 3 0.0560
2022-11-02 2022-09-30 13F HCA HEALTHCARE OM 40412C101 12,369 301 2.49 2,273 12.08 0.0485
2022-08-03 2022-06-30 13F HCA HEALTHCARE OM 40412C101 12,068 -415 -3.32 2,028 -35.17 0.0409
2022-05-04 2022-03-31 13F HCA HEALTHCARE OM 40412C101 12,483 25 0.20 3,128 -2.28 0.0510
2022-03-07 2021-12-31 13F HCA HEALTHCARE OM 40412C101 12,458 -69 -0.55 3,201 5.26 0.0484
2021-10-27 2021-09-30 13F HCA HEALTHCARE COM 40412C101 12,527 -935 -6.95 3,041 9.27 0.0470
2021-08-12 2021-06-30 13F HCA HEALTHCARE COM 40412C101 13,462 -4 -0.03 2,783 9.74 0.0417
2021-05-14 2021-03-31 13F HCA HEALTHCARE COM 40412C101 13,466 -734 -5.17 2,536 8.61 0.0416
2021-02-10 2020-12-31 13F HCA HEALTHCARE COM 40412C101 14,200 435 3.16 2,335 36.07 0.0419
2020-11-13 2020-09-30 13F HCA HEALTHCARE COM 40412C101 13,765 1,033 8.11 1,716 38.83 0.0338
2020-08-24 2020-06-30 13F HCA HEALTHCARE COM 40412C101 12,732 869 7.33 1,236 15.95 0.0266
2020-05-14 2020-03-31 13F HCA HEALTHCARE COM 40412C101 11,863 -1,635 -12.11 1,066 -46.57 0.0284
2020-02-14 2019-12-31 13F HCA HEALTHCARE COM 40412C101 13,498 685 5.35 1,995 29.29 0.0418
2019-10-18 2019-09-30 13F HCA HEALTHCARE COM 40412C101 12,813 2,582 25.24 1,543 11.57 0.0339
2019-08-01 2019-06-30 13F HCA HEALTHCARE COM 40412C101 10,231 -2,479 -19.50 1,383 -16.54 0.0313
2019-05-03 2019-03-31 13F HCA HEALTHCARE COM 40412C101 12,710 240 1.92 1,657 6.77 0.0393
2019-02-11 2018-12-31 13F HCA HEALTHCARE COM 40412C101 12,470 -2,115 -14.50 1,552 -23.51 0.0440
2018-11-14 2018-09-30 13F HCA HEALTHCARE COM 40412C101 14,585 1,008 7.42 2,029 45.66 0.0505
2018-08-10 2018-06-30 13F HCA HEALTHCARE COM 40412C101 13,577 13,577 1,393 0.0421
2017-11-08 2017-09-30 13F HCA HEALTHCARE COM 40412C101 0 -15,992 -100.00 0 -100.00
2017-08-10 2017-06-30 13F HCA HEALTHCARE COM 40412C101 15,992 -51 -0.32 1,395 -2.31 0.0479
2017-05-11 2017-03-31 13F HCA HOLDINGS COM 40412C101 16,043 -4,298 -21.13 1,428 -5.18 0.0519
2017-02-09 2016-12-31 13F HCA HOLDINGS COM 40412C101 20,341 -524 -2.51 1,506 -4.56 0.0614
2016-11-30 2016-09-30 13F/A-2 HCA HOLDINGS COM 40412C101 20,865 -17,827 -46.07 1,578 -47.05 0.0691
2016-11-10 2016-09-30 13F HCA HOLDINGS COM 40412C101 20,865 1,578
2016-08-05 2016-06-30 13F HCA HOLDINGS COM 40412C101 38,692 -2,530 -6.14 2,980 -7.37 0.1329
2016-05-05 2016-03-31 13F HCA HOLDINGS COM 40412C101 41,222 2,200 5.64 3,217 21.90 0.1574
2016-02-10 2015-12-31 13F HCA HOLDINGS COM 40412C101 39,022 1,757 4.71 2,639 -8.46 0.1324
2015-11-03 2015-09-30 13F HCA HOLDINGS COM 40412C101 37,265 -5,589 -13.04 2,883 -25.85 0.1501
2015-07-29 2015-06-30 13F HCA HOLDINGS COM 40412C101 42,854 -4,190 -8.91 3,888 9.86 0.1764
2015-05-06 2015-03-31 13F HCA HOLDINGS COM 40412C101 47,044 3,171 7.23 3,539 9.91 0.1612
2015-02-12 2014-12-31 13F HCA HOLDINGS COM 40412C101 43,873 1,703 4.04 3,220 8.27 0.1524
2014-11-14 2014-09-30 13F HCA HOLDINGS COM 40412C101 42,170 13,569 47.44 2,974 84.38 0.1471
2014-08-15 2014-06-30 13F HCA HOLDINGS COM 40412C101 28,601 6 0.02 1,613 7.46 0.0812
2014-05-13 2014-03-31 13F HCA HOLDINGS COM 40412C101 28,595 -800 -2.72 1,501 7.06 0.0818
2014-02-14 2013-12-31 13F HCA HOLDINGS COM 40412C101 29,395 -779 -2.58 1,402 8.68 0.0696
2013-11-06 2013-09-30 13F HCA HOLDINGS COM 40412C101 30,174 -1,870 -5.84 1,290 11.59 0.0695
2013-08-12 2013-06-30 13F HCA HOLDINGS COM 40412C101 32,044 32,044 1,156 0.0645
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.