HCA Healthcare, Inc.
US ˙ NYSE ˙ US40412C1018

SecurityHCA / HCA Healthcare, Inc.
InstitutionLee Financial Co
Latest Disclosed Ownership782 shares
Latest Disclosed Value $ 370,269
Lee Financial Co ownership in HCA / HCA Healthcare, Inc.

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 782 shares of HCA Healthcare, Inc. (US:HCA) valued at $370,074 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 782 shares of HCA Healthcare, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $284,046 USD.

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)
2026-04-13 2026-03-31 13F HCA HEALTHCARE COM 40412C101 782 0 0.00 370 1.37 0.0493
2026-01-22 2025-12-31 13F HCA HEALTHCARE COM 40412C101 782 -34 -4.17 365 5.19 0.0493
2025-11-04 2025-09-30 13F HCA HEALTHCARE COM 40412C101 816 32 4.08 348 15.67 0.0436
2025-07-24 2025-06-30 13F HCA HEALTHCARE COM 40412C101 784 -8 -1.01 301 9.89 0.0431
2025-05-13 2025-03-31 13F HCA HEALTHCARE COM 40412C101 792 -29 -3.53 274 10.98 0.0418
2025-01-30 2024-12-31 13F HCA HEALTHCARE COM 40412C101 821 0 0.00 247 -26.13 0.0346
2024-11-14 2024-09-30 13F HCA HEALTHCARE COM 40412C101 821 33 4.19 334 31.62 0.0474
2024-08-14 2024-06-30 13F HCA HEALTHCARE COM 40412C101 788 0 0.00 253 -3.44 0.0413
2024-05-15 2024-03-31 13F HCA HEALTHCARE COM 40412C101 788 6 0.77 263 24.17 0.0438
2024-02-08 2023-12-31 13F HCA HEALTHCARE COM 40412C101 782 0 0.00 212 9.90 0.0372
2023-11-09 2023-09-30 13F HCA HEALTHCARE COM 40412C101 782 0 0.00 192 -18.99 0.0359
2023-08-08 2023-06-30 13F HCA HEALTHCARE COM 40412C101 782 0 0.00 237 15.05 0.0416
2023-05-15 2023-03-31 13F HCA HEALTHCARE COM 40412C101 782 -43 -5.21 206 4.04 0.0354
2023-02-09 2022-12-31 13F HCA HEALTHCARE COM 40412C101 825 -9 -1.08 198 29.41 0.0338
2022-11-02 2022-09-30 13F HCA HEALTHCARE COM 40412C101 834 -1,414 -62.90 153 -59.52 0.0286
2022-08-10 2022-06-30 13F HCA HEALTHCARE COM 40412C101 2,248 -7 -0.31 378 -33.22 0.0693
2022-05-11 2022-03-31 13F HCA HEALTHCARE COM 40412C101 2,255 -9 -0.40 566 -2.75 0.1013
2022-02-08 2021-12-31 13F HCA HEALTHCARE COM 40412C101 2,264 19 0.85 582 6.79 0.1093
2021-11-12 2021-09-30 13F HCA HEALTHCARE COM 40412C101 2,245 27 1.22 545 18.74 0.1127
2021-08-04 2021-06-30 13F HCA HEALTHCARE COM 40412C101 2,218 48 2.21 459 12.22 0.0973
2021-05-13 2021-03-31 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 409 14.57 0.0970
2021-02-12 2020-12-31 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 357 31.73 0.0926
2020-11-03 2020-09-30 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 271 28.44 0.0757
2020-08-11 2020-06-30 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 211 8.21 0.0586
2020-05-07 2020-03-31 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 195 -39.25 0.0647
2020-02-14 2019-12-31 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 321 22.99 0.0693
2019-11-08 2019-09-30 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 261 -10.92 0.0587
2019-07-30 2019-06-30 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 293 3.53 0.0662
2019-04-30 2019-03-31 13F HCA HEALTHCARE COM 40412C101 2,170 0 0.00 283 4.81 0.0662
2019-02-11 2018-12-31 13F HCA HEALTHCARE COM 40412C101 2,170 370 20.56 270 8.00 0.0724
2018-11-07 2018-09-30 13F HCA HEALTHCARE COM 40412C101 1,800 370 25.87 250 70.07 0.0615
2018-08-14 2018-06-30 13F HCA HEALTHCARE COM 40412C101 1,430 0 0.00 147 5.76 0.0346
2018-05-09 2018-03-31 13F HCA HEALTHCARE COM 40412C101 1,430 0 0.00 139 10.32 0.0353
2018-02-09 2017-12-31 13F HCA HEALTHCARE COM 40412C101 1,430 0 0.00 126 10.53 0.0366
2017-11-07 2017-09-30 13F HCA HEALTHCARE COM 40412C101 1,430 0 0.00 114 -8.80 0.0368
2017-07-27 2017-06-30 13F HCA HEALTHCARE COM 40412C101 1,430 1,430 125 0.0460
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.