HCA Healthcare, Inc. (HCA) shareholders
HCANYSEServices-General Medical & Surgical Hospitals, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 9/301% above fair value
$499.05−1.61 (-0.32%)
Close on Nov 13, 2026Market cap $104.25BP/E 16.5Yield 0.58%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.4%
135M of 209M shares
Institutional holders
1,337
123 new, 186 sold out
Net institutional buying
4M
In Q2 2026
Insider trades, 12 months
0 buys · 22 sales
Net sold $47.53M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Thomas F. Frist, Jr. Joint filing with William R. Frist (33.70%), Patricia F. Elcan (33.60%) and 3 more | 70,536,810 | 33.80% | 13D (active) amendment | Nov 6, 2026 |
| Hercules Holding II | 68,912,077 | 25.70% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 11,746,315 | 5.25% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of HCA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,003,600 | 6.23% | $5.07B | −359,666 | 0.08% |
| Vanguard Capital Management LLC | 10,141,708 | 4.85% | $3.95B | −36,654 | 0.08% |
| Sanders Capital, LLC | 8,828,287 | 4.23% | $3.44B | −128,858 | 3.45% |
| State Street Corp | 7,469,035 | 3.58% | $2.91B | −70,515 | 0.09% |
| First Eagle Investment Management, LLC | 6,591,130 | 3.16% | $2.57B | +3,336,560 | 2.13% |
| Wellington Management Group Llp | 4,707,473 | 2.25% | $1.84B | +799,761 | 0.32% |
| Geode Capital Management, LLC | 3,668,008 | 1.76% | $1.42B | −24,505 | 0.08% |
| Vanguard Portfolio Management LLC | 2,712,828 | 1.30% | $1.06B | −44,951 | 0.05% |
| Morgan Stanley | 2,586,771 | 1.24% | $1.01B | +291,891 | 0.05% |
| Goldman Sachs Group Inc | 2,464,314 | 1.18% | $960.81M | +328,242 | 0.08% |
| JPMorgan Chase & Co | 2,285,832 | 1.09% | $896.80M | −176,143 | 0.05% |
| Arrowstreet Capital, Limited Partnership | 2,209,485 | 1.06% | $861.46M | +44,227 | 0.38% |
| Norges Bank | 2,145,367 | 1.03% | $836.46M | New | 0.08% |
| Capital World Investors | 1,977,121 | 0.95% | $770.86M | +4,692 | 0.09% |
| Capital International Investors | 1,916,947 | 0.92% | $747.40M | −1,116,665 | 0.15% |
| Northern Trust Corp | 1,708,560 | 0.82% | $666.15M | −43,567 | 0.08% |
| FMR LLC | 1,632,520 | 0.78% | $636.50M | −2,768,503 | 0.03% |
| Invesco Ltd. | 1,529,637 | 0.73% | $596.39M | +91,112 | 0.05% |
| Nordea Investment Management Ab | 1,429,943 | 0.68% | $553.70M | −17,606 | 0.45% |
| Barclays PLC | 1,319,216 | 0.63% | $514.35M | +70,901 | 0.10% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,337 | 135M | 64.4% | 123 / 446 | 572 / 186 | 17M | 13M |
| Q1 2026 | 1,423 | 131M | 62.9% | 151 / 491 | 562 / 105 | 25M | 15M |
| Q4 2025 | 1,397 | 137M | 65.6% | 213 / 473 | 522 / 87 | 12M | 15M |
| Q3 2025 | 1,289 | 140M | 67.0% | 135 / 447 | 494 / 79 | 8M | 16M |
| Q2 2025 | 1,250 | 148M | 70.9% | 143 / 444 | 470 / 99 | 8M | 15M |
| Q1 2025 | 1,226 | 155M | 74.3% | 166 / 436 | 452 / 103 | 13M | 14M |
| Q4 2024 | 1,180 | 159M | 76.2% | 148 / 396 | 471 / 150 | 12M | 13M |
| Q3 2024 | 1,204 | 160M | 76.8% | 148 / 404 | 462 / 86 | 22M | 13M |
| Q2 2024 | 1,156 | 166M | 79.6% | 114 / 455 | 409 / 72 | 8M | 12M |
| Q1 2024 | 1,126 | 171M | 81.9% | 154 / 362 | 421 / 67 | 9M | 10M |
| Q4 2023 | 1,057 | 173M | 83.0% | 154 / 334 | 423 / 86 | 15M | 10M |
| Q3 2023 | 1,001 | 169M | 80.7% | 106 / 360 | 370 / 110 | 9M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
828 funds held HCA in Q2 2026, 46% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of HCA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 4,930,087 | 2.36% | $1.92B | 0.08% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 4,024,763 | 1.93% | $1.57B | 0.09% | Jun 30, 2026 |
| Growth Fund of America | 4,004,292 | 1.92% | $1.52B | 0.42% | May 31, 2026 |
| First Eagle Global Fund | 2,185,757 | 1.05% | $879.96M | 1.16% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 2,135,685 | 1.02% | $832.68M | 0.09% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 2,003,187 | 0.96% | $758.29M | 0.09% | May 31, 2026 |
| Vanguard Health Care Fund | 1,594,006 | 0.76% | $641.73M | 1.68% | Jul 31, 2026 |
| Vanguard Windsor Ii Fund | 1,528,930 | 0.73% | $615.53M | 0.92% | Jul 31, 2026 |
| Vanguard Value Index Fund | 1,477,267 | 0.71% | $575.97M | 0.23% | Jun 30, 2026 |
| Vanguard Wellington Fund | 1,329,214 | 0.64% | $503.16M | 0.40% | May 31, 2026 |
| State Street(R) Health Care Select Sector SPDR(R) ETF | 1,097,065 | 0.53% | $427.73M | 1.05% | Jun 30, 2026 |
| Pacer US Cash Cows 100 ETF | 960,711 | 0.46% | $386.77M | 2.07% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 842,999 | 0.40% | $328.68M | 0.09% | Jun 30, 2026 |
| T. Rowe Price Capital Appreciation Fund | 777,720 | 0.37% | $303.23M | 0.43% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 499,051 | 0.24% | $200.91M | 0.21% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Samuel N. Hazen | CEO, Director | 1,403,617 | 0.67% | Feb 12, 2026 |
| Erica Rossitto | SVP & Chief Nurse Executive | 13,426 | 0.01% | Nov 10, 2026 |
| Michael J. Schlosser | EVP and Chief Clinical Officer | 8,394 | 0.00% | Nov 6, 2026 |
| Jon M. Foster | EVP and COO | 178,374 | 0.09% | Nov 6, 2026 |
| Mike A. Marks | EVP and CFO | 74,332 | 0.04% | Nov 3, 2026 |
| Michael R. McAlevey | EVP & Chief Legal & Admin Off. | 10,990 | 0.01% | Aug 28, 2026 |
| Michael S. Cuffe | EVP and Chief Clinical Officer | 35,581 | 0.02% | Feb 12, 2026 |
| Jennifer Berres | SVP & Chief Human Res. Officer | 16,003 | 0.01% | Feb 12, 2026 |
| Christopher F. Wyatt | SVP & Controller | 44,379 | 0.02% | Feb 12, 2026 |
| Sammie S. Mosier | SVP & Chief Nurse Executive | 11,340 | 0.01% | Feb 18, 2025 |
| Kathleen M. Whalen | SVP & Chief Ethics Officer | 9,454 | 0.00% | Nov 18, 2024 |
| Thomas F. Frist Iii | Director, 10% owner | 68,855,888 | 32.96% | Nov 6, 2026 |
| Andrea B. Smith | Director | 4,748 | 0.00% | Apr 30, 2026 |
| Hugh F. Johnston | Director | 4,475 | 0.00% | Apr 30, 2026 |
| Nancy Ann Deparle | Director | 21,910 | 0.01% | Apr 30, 2026 |
| Michael W. Michelson | Director | 23,385,908 | 11.20% | Apr 30, 2026 |
| John Chidsey | Director | 1,333 | 0.00% | Apr 30, 2026 |
| William R. Frist | Director, 10% owner | 69,256,716 | 33.15% | Apr 30, 2026 |
| Wayne Joseph Riley | Director | 15,029 | 0.01% | Apr 30, 2026 |
| Robert J. Dennis | Director | 26,601 | 0.01% | May 1, 2025 |
| Patricia F. Elcan | 10% owner | 69,033,374 | 33.05% | Nov 6, 2026 |
| Holding Frisco II | 10% owner | 54,361,266 | 26.02% | Feb 10, 2026 |
| Thomas F. Frist Jr | 10% owner | 32,761,844 | 15.68% | Feb 10, 2026 |
| Holding Hercules Ii | 10% owner | 32,282,889 | 15.45% | Feb 10, 2026 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | 10% owner | – | – | Mar 28, 2025 |
| Of America Na Bank | 10% owner | – | – | Mar 28, 2025 |
| Of America Corp /De/ Bank | 10% owner | 0 | – | Mar 28, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Erica Rossitto SVP & Chief Nurse Executive | Nov 10, 2026 | Sale | −3,500 | $505.81 | $1.77M | 13,426 |
| Erica Rossitto SVP & Chief Nurse Executive | Nov 6, 2026 | Tax withholding | −6,601 | $494.99 | $3.27M | 16,926 |
| Erica Rossitto SVP & Chief Nurse Executive | Nov 6, 2026 | Option exercise | +5,040 | $101.16 | $509.85K | 23,527 |
| Erica Rossitto SVP & Chief Nurse Executive | Nov 6, 2026 | Option exercise | +8,080 | $81.96 | $662.24K | 18,487 |
| Jon M. Foster EVP and COO | Nov 6, 2026 | Sale | −1,484 | $491.98 | $730.10K | 10,000 |
| Jon M. Foster EVP and COO | Nov 6, 2026 | Sale | −6,302 | $493.58 | $3.11M | 11,484 |
| Jon M. Foster EVP and COO | Nov 6, 2026 | Sale | −7,595 | $494.91 | $3.76M | 17,786 |
| Jon M. Foster EVP and COO | Nov 6, 2026 | Sale | −2,692 | $495.85 | $1.33M | 25,381 |
| Jon M. Foster EVP and COO | Nov 6, 2026 | Sale | −1,066 | $496.92 | $529.72K | 28,073 |
| Jon M. Foster EVP and COO | Nov 6, 2026 | Sale | −1,684 | $498.00 | $838.63K | 29,139 |
| Jon M. Foster EVP and COO | Nov 6, 2026 | Sale | −890 | $498.97 | $444.08K | 30,823 |
| Michael J. Schlosser EVP and Chief Clinical Officer | Nov 4, 2026 | Sale | −1,200 | $494.65 | $593.58K | 1,443 |
| Jon M. Foster EVP and COO | Nov 4, 2026 | Other | −16,142 | $503.52 | $8.13M | 51,453 |
| Jon M. Foster EVP and COO | Nov 4, 2026 | Tax withholding | −20,309 | $510.70 | $10.37M | 15,571 |
| Jon M. Foster EVP and COO | Nov 4, 2026 | Option exercise | +35,880 | $145.24 | $5.21M | 35,880 |
| Jon M. Foster EVP and COO | Nov 4, 2026 | Sale | −10,000 | $514.07 | $5.14M | 0 |
| Patricia F. Elcan 10% owner | Nov 4, 2026 | Other | +886,871 | $503.52 | $446.56M | 32,282,889 |
| Patricia F. Elcan 10% owner | Nov 4, 2026 | Other | −886,871 | $503.52 | $446.56M | 32,282,889 |
| Thomas F. Frist Iii Director, 10% owner | Nov 4, 2026 | Other | +555,500 | $503.52 | $279.71M | 32,282,889 |
| Thomas F. Frist Iii Director, 10% owner | Nov 4, 2026 | Other | −555,500 | $503.52 | $279.71M | 32,282,889 |
| Mike A. Marks EVP and CFO | Nov 2, 2026 | Gift | −1,042 | – | – | 2,298 |
| Mike A. Marks EVP and CFO | Nov 2, 2026 | Other | −1,042 | $469.40 | $489.12K | 25,458 |
| Mike A. Marks EVP and CFO | Oct 30, 2026 | Tax withholding | −2,287 | $473.19 | $1.08M | 2,298 |
| Mike A. Marks EVP and CFO | Oct 30, 2026 | Option exercise | +4,585 | $81.96 | $375.79K | 4,585 |
| Michael J. Schlosser EVP and Chief Clinical Officer | Oct 29, 2026 | Tax withholding | −2,455 | $478.08 | $1.17M | 2,643 |
| Michael J. Schlosser EVP and Chief Clinical Officer | Oct 29, 2026 | Option exercise | +1,898 | $82.85 | $157.25K | 5,098 |
| Michael J. Schlosser EVP and Chief Clinical Officer | Oct 29, 2026 | Option exercise | +3,030 | $81.96 | $248.34K | 3,200 |
| Michael R. McAlevey EVP & Chief Legal & Admin Off. | Aug 26, 2026 | Other | −7,769 | $429.00 | $3.33M | 0 |
| Mike A. Marks EVP and CFO | May 7, 2026 | Gift | +3,336 | – | – | 46,576 |
| Mike A. Marks EVP and CFO | May 7, 2026 | Gift | −3,336 | – | – | 0 |
| Andrea B. Smith Director | Apr 28, 2026 | Award | +509 | – | – | 4,666 |
| Michael W. Michelson Director | Apr 28, 2026 | Award | +925 | – | – | 12,576 |
| Thomas F. Frist Iii Director, 10% owner | Apr 28, 2026 | Award | +1,041 | – | – | 15,858 |
| Hugh F. Johnston Director | Apr 28, 2026 | Award | +809 | – | – | 4,475 |
| William R. Frist Director, 10% owner | Apr 28, 2026 | Award | +809 | – | – | 13,740 |
| Nancy Ann Deparle Director | Apr 28, 2026 | Award | +509 | – | – | 21,910 |
| Wayne Joseph Riley Director | Apr 28, 2026 | Award | +509 | – | – | 15,029 |
| John Chidsey Director | Apr 28, 2026 | Award | +809 | – | – | 1,305 |
| Michael R. McAlevey EVP & Chief Legal & Admin Off. | Feb 18, 2026 | Sale | −1,694 | $533.37 | $903.53K | 8,853 |
| Michael R. McAlevey EVP & Chief Legal & Admin Off. | Feb 13, 2026 | Option exercise | +5,000 | $236.61 | $1.18M | 13,853 |
| Michael R. McAlevey EVP & Chief Legal & Admin Off. | Feb 13, 2026 | Tax withholding | −3,306 | $540.29 | $1.79M | 10,547 |
| Jennifer Berres SVP & Chief Human Res. Officer | Feb 11, 2026 | Sale | −4,010 | $503.00 | $2.02M | 16,003 |
| Jennifer Berres SVP & Chief Human Res. Officer | Feb 11, 2026 | Sale | −4,010 | $526.16 | $2.11M | 11,993 |
| Christopher F. Wyatt SVP & Controller | Feb 11, 2026 | Sale | −4,000 | $505.00 | $2.02M | 44,379 |
| Michael R. McAlevey EVP & Chief Legal & Admin Off. | Feb 10, 2026 | Tax withholding | −3,006 | $502.05 | $1.51M | 8,853 |
| Michael R. McAlevey EVP & Chief Legal & Admin Off. | Feb 10, 2026 | Award | +8,372 | – | – | 11,859 |
| Jennifer Berres SVP & Chief Human Res. Officer | Feb 10, 2026 | Tax withholding | −2,515 | $502.05 | $1.26M | 20,013 |
| Jennifer Berres SVP & Chief Human Res. Officer | Feb 10, 2026 | Award | +7,116 | – | – | 22,528 |
| Mike A. Marks EVP and CFO | Feb 10, 2026 | Award | +5,026 | – | – | 5,026 |
| Mike A. Marks EVP and CFO | Feb 10, 2026 | Tax withholding | −1,690 | $502.05 | $848.46K | 3,336 |
| Erica Rossitto SVP & Chief Nurse Executive | Feb 10, 2026 | Award | +1,676 | – | – | 10,825 |
| Erica Rossitto SVP & Chief Nurse Executive | Feb 10, 2026 | Tax withholding | −418 | $502.05 | $209.86K | 10,407 |
| Christopher F. Wyatt SVP & Controller | Feb 10, 2026 | Tax withholding | −1,034 | $502.05 | $519.12K | 48,379 |
| Christopher F. Wyatt SVP & Controller | Feb 10, 2026 | Award | +3,350 | – | – | 49,413 |
| Samuel N. Hazen CEO, Director | Feb 10, 2026 | Award | +54,934 | – | – | 86,165 |
| Samuel N. Hazen CEO, Director | Feb 10, 2026 | Tax withholding | −21,323 | $502.05 | $10.71M | 64,842 |
| Jon M. Foster EVP and COO | Feb 10, 2026 | Tax withholding | −5,888 | $502.05 | $2.96M | 23,062 |
| Jon M. Foster EVP and COO | Feb 10, 2026 | Award | +15,696 | – | – | 28,950 |
| Michael S. Cuffe EVP and Chief Clinical Officer | Feb 10, 2026 | Award | +9,628 | – | – | 35,581 |
| Michael S. Cuffe EVP and Chief Clinical Officer | Feb 10, 2026 | Tax withholding | −3,501 | $502.05 | $1.76M | 32,080 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
4.25%
5M shares short
Days to cover
3.3
At 1M shares a day
Change since last report
-2.1%
From 5M shares
Short volume, 20 days
54.7%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of HCA Healthcare's stock actually held short. Settlement fails (shares not delivered on time) peaked at 104,600 shares on Aug 26, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Erica Rossitto Officer | Nov 10, 2026 | 3,500 | $1.77M | Nov 10, 2026 | Exercise of a Stock Award |
| Michael J. Schlosser Officer | Nov 4, 2026 | 1,200 | $593.58K | Nov 4, 2026 | Exercise of a Stock Appreciation Right |
| Jon M. Foster OFFICER | Nov 4, 2026 | 31,742 | $16.32M | Nov 4, 2026 | Exercise of a Stock Award |
| Michael S. Cuffe Officer | Oct 29, 2026 | 11,800 | $5.63M | Oct 29, 2026 | Performance Award Vest |
| Michael R. McAlevey OFFICER | Feb 18, 2026 | 1,694 | $903.49K | Feb 18, 2026 | Exercise of a Stock Appreciation Right |
| Jennifer Berres OFFICER | Feb 11, 2026 | 8,020 | $4.13M | Feb 11, 2026 | Vesting of a Stock Award |
| Samuel N. Hazen President, Chief Executive Officer & Director | Feb 3, 2026 | 42,877 | $21.48M | Feb 3, 2026 | Exercise of a Stock Appreciation Right |
| Michael S. Cuffe OFFICER | Feb 3, 2026 | 1,500 | $747.14K | Feb 3, 2026 | Exercise of a Stock Appreciation Right |
| Michael R. McAlevey OFFICER | Nov 5, 2025 | 3,892 | $1.84M | Nov 5, 2025 | Exercise of a Stock Appreciation Right |
| Michael S. Cuffe Officer | Sep 8, 2025 | 3,836 | $1.61M | Sep 8, 2025 | EXERCISE OF STOCK APPRECIATION RIGHT |
| Jon M. Foster Officer | May 13, 2025 | 15,698 | $5.80M | May 13, 2025 | Exercise of a Stock Award |
| Jennifer Berres Officer | Feb 14, 2025 | 9,533 | $3.08M | Feb 14, 2025 | Vesting of a Stock Award |
| Deborah M. Reiner Former Officer | Feb 11, 2025 | 3,510 | $1.13M | Feb 11, 2025 | Vesting of a Stock Award |
| Kathleen M. Whalen Former Officer | Jan 31, 2025 | 3,228 | $1.08M | Jan 31, 2025 | Exercise of a Stock Award |
| Erol R. Akdamar Officer | Nov 14, 2024 | 4,872 | $1.74M | Nov 14, 2024 | Exercise of a Stock Award |
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