HCA Healthcare, Inc.
MX ˙ BMV ˙ US40412C1018
SecurityMX:HCA / HCA Healthcare, Inc.
InstitutionValley National Advisers Inc
Latest Disclosed Ownership4,742 shares
Latest Disclosed Value $ 2,243
Valley National Advisers Inc reports 0.38% increase in ownership of HCA / HCA Healthcare, Inc.

On April 15, 2026 - Valley National Advisers Inc filed a 13F-HR form disclosing ownership of 4,742 shares of HCA Healthcare, Inc. (MX:HCA) valued at $2,243 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 4,724 shares of HCA Healthcare, Inc.. This represents a change in shares of 0.38% 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)
2026-04-15 2026-03-31 13F HCA HEALTHCARE COM 40412C101 4,742 18 0.38 2 0.00 0.2896
2026-01-23 2025-12-31 13F HCA HEALTHCARE COM 40412C101 4,724 -63 -1.32 2 0.00 0.3053
2025-10-17 2025-09-30 13F HCA HEALTHCARE COM 40412C101 4,787 4,714 6,457.53 2 0.3158
2025-07-22 2025-06-30 13F HCA HEALTHCARE COM 40412C101 73 -1 -1.35 0 0.0044
2025-04-25 2025-03-31 13F HCA HEALTHCARE COM 40412C101 74 1 1.37 0 0.0045
2025-01-24 2024-12-31 13F HCA HEALTHCARE COM 40412C101 73 0 0.00 0 0.0038
2024-10-24 2024-09-30 13F HCA HEALTHCARE COM 40412C101 73 -42 -36.52 0 0.0052
2024-07-18 2024-06-30 13F HCA HEALTHCARE COM 40412C101 115 -17 -12.88 0 0.0053
2024-04-19 2024-03-31 13F HCA HEALTHCARE COM 40412C101 132 -30 -18.52 0 0.0066
2024-01-25 2023-12-31 13F HCA HEALTHCARE COM 40412C101 162 -152 -48.41 0 0.0068
2023-11-13 2023-09-30 13F HCA HEALTHCARE COM 40412C101 314 18 6.08 0 0.0135
2023-07-31 2023-06-30 13F HCA HEALTHCARE COM 40412C101 296 4 1.37 0 0.0151
2023-04-26 2023-03-31 13F HCA HEALTHCARE COM 40412C101 292 -68 -18.89 0 0.0148
2023-01-12 2022-12-31 13F HCA HEALTHCARE COM 40412C101 360 31 9.42 0 -100.00 0.0161
2022-11-08 2022-09-30 13F HCA HEALTHCARE COM 40412C101 329 37 12.67 69 35.29 0.0144
2022-07-15 2022-06-30 13F HCA HEALTHCARE COM 40412C101 292 -43 -12.84 51 -39.29 0.0108
2022-05-06 2022-03-31 13F HCA HEALTHCARE COM 40412C101 335 145 76.32 84 71.43 0.0143
2022-02-11 2021-12-31 13F HCA HEALTHCARE COM 40412C101 190 -2 -1.04 49 4.26 0.0090
2021-11-10 2021-09-30 13F HCA HEALTHCARE COM 40412C101 192 21 12.28 47 34.29 0.0085
2021-08-02 2021-06-30 13F HCA HEALTHCARE COM 40412C101 171 47 37.90 35 52.17 0.0064
2021-05-07 2021-03-31 13F HCA HEALTHCARE COM 40412C101 124 52 72.22 23 91.67 0.0045
2021-02-11 2020-12-31 13F HCA HEALTHCARE COM 40412C101 72 0 0.00 12 33.33 0.0025
2020-11-13 2020-09-30 13F HCA HEALTHCARE COM 40412C101 72 0 0.00 9 28.57 0.0021
2020-08-10 2020-06-30 13F HCA HEALTHCARE COM 40412C101 72 0 0.00 7 16.67 0.0016
2020-05-13 2020-03-31 13F HCA HEALTHCARE COM 40412C101 72 0 0.00 6 -45.45 0.0017
2020-02-13 2019-12-31 13F HCA HEALTHCARE COM 40412C101 72 0 0.00 11 22.22 0.0028
2019-11-12 2019-09-30 13F HCA HEALTHCARE COM 40412C101 72 0 0.00 9 -10.00 0.0025
2019-08-08 2019-06-30 13F HCA HEALTHCARE COM 40412C101 72 0 0.00 10 11.11 0.0027
2019-04-26 2019-03-31 13F HCA HEALTHCARE COM 40412C101 72 -48 -40.00 9 -40.00 0.0026
2019-02-25 2018-12-31 13F HCA HEALTHCARE COM 40412C101 120 101 531.58 15 400.00 0.0049
2018-11-08 2018-09-30 13F HCA HEALTHCARE COM 40412C101 19 0 0.00 3 50.00 0.0010
2018-08-14 2018-06-30 13F HCA HEALTHCARE COM 40412C101 19 19 2 0.0008
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.