Health Catalyst, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| FIRST LIGHT ASSET MANAGEMENT, LLC | 11/14/2025 | 13.44 M | $38.29 M | 9.86% | 19.30% |
| BLACKROCK, INC. | 11/12/2025 | 5.50 M | $15.68 M | -2.62% | 7.90% |
| VANGUARD GROUP INC | 11/07/2025 | 4.30 M | $12.24 M | 2.85% | 6.17% |
| WHETSTONE CAPITAL ADVISORS, LLC | 11/14/2025 | 3.73 M | $10.63 M | 0.00% | 5.36% |
| IMPAX ASSET MANAGEMENT GROUP PLC | 11/06/2025 | 2.75 M | $7.84 M | 0.00% | 3.95% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.91 M | $5.46 M | -3.47% | 2.75% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 1.74 M | $4.96 M | 4.60% | 2.50% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 1.59 M | $4.53 M | 2,513.25% | 2.28% |
| NEPSIS INC. | 10/24/2025 | 1.51 M | $4.31 M | -12.29% | 2.17% |
| PRIMECAP MANAGEMENT CO/CA/ | 11/12/2025 | 1.37 M | $3.90 M | -31.09% | 1.97% |
| STATE STREET CORP | 11/14/2025 | 1.27 M | $3.63 M | 3.82% | 1.83% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 1.13 M | $3.21 M | -3.26% | 1.62% |
| PALOGIC VALUE MANAGEMENT, L.P. | 11/14/2025 | 1.09 M | $3.11 M | 49.54% | 1.57% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/13/2025 | 970.69 K | $2.77 M | -8.97% | 1.39% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 962.68 K | $2.74 M | -10.05% | 1.38% |
| JPMORGAN CHASE & CO | 11/26/2025 | 810.77 K | $2.31 M | -10.85% | 1.16% |
| AMH EQUITY LTD | 10/29/2025 | 660.00 K | $1.88 M | 54.51% | 0.95% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 622.69 K | $1.77 M | 4.02% | 0.89% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 617.18 K | $1.76 M | 100.00% | 0.89% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 559.65 K | $1.60 M | 35.21% | 0.80% |
| NORTHERN TRUST CORP | 11/14/2025 | 528.81 K | $1.51 M | 0.35% | 0.76% |
| MARTIN & CO INC /TN/ | 11/07/2025 | 512.13 K | $1.46 M | 0.58% | 0.74% |
| MOORE CAPITAL MANAGEMENT, LP | 11/14/2025 | 398.86 K | $1.14 M | 130.77% | 0.57% |
| ALYESKA INVESTMENT GROUP, L.P. | 11/17/2025 | 346.09 K | $986.35 K | 0.00% | 0.50% |
| HIGHMARK WEALTH MANAGEMENT LLC | 10/20/2025 | 310.28 K | $884.30 K | 88.34% | 0.45% |
| FRED ALGER MANAGEMENT, LLC | 11/14/2025 | 308.32 K | $878.71 K | 0.00% | 0.44% |
| CRAWFORD FUND MANAGEMENT, LLC | 11/14/2025 | 307.00 K | $874.95 K | 108.84% | 0.44% |
| ZACKS INVESTMENT MANAGEMENT | 11/14/2025 | 287.30 K | $818.82 K | 4.38% | 0.41% |
| FMR LLC | 11/13/2025 | 272.93 K | $777.86 K | 5.03% | 0.39% |
| MORGAN STANLEY | 11/14/2025 | 242.32 K | $690.61 K | 4.63% | 0.35% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 11/14/2025 | 230.35 K | $656.48 K | 100.00% | 0.33% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 229.26 K | $653.39 K | 6.83% | 0.33% |
| DEUTSCHE BANK AG\ | 11/13/2025 | 211.63 K | $603.13 K | -22.99% | 0.30% |
| UBS GROUP AG | 11/13/2025 | 197.31 K | $562.35 K | 9.97% | 0.28% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 177.09 K | $504.71 K | 317.41% | 0.25% |
| STONEPINE CAPITAL MANAGEMENT, LLC | 11/13/2025 | 155.55 K | $443.32 K | 55.55% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 151.87 K | $432.82 K | 2.02% | 0.22% |
| BARCLAYS PLC | 11/12/2025 | 138.09 K | $393.55 K | -11.48% | 0.20% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 137.47 K | $391.79 K | 100.00% | 0.20% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 134.20 K | $382.47 K | 229.73% | 0.19% |
| JANE STREET GROUP, LLC | 11/14/2025 | 130.41 K | $371.68 K | 183.64% | 0.19% |
| NUVEEN, LLC | 11/12/2025 | 123.65 K | $352.41 K | 0.00% | 0.18% |
| NUMERAI GP LLC | 11/14/2025 | 123.24 K | $351.24 K | 100.00% | 0.18% |
| INVESCO LTD. | 11/13/2025 | 111.41 K | $317.50 K | 4.74% | 0.16% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 99.76 K | $284.31 K | -13.26% | 0.14% |
| RHUMBLINE ADVISERS | 11/06/2025 | 96.86 K | $276.03 K | -5.03% | 0.14% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 95.00 K | $270.75 K | 100.00% | 0.14% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 87.28 K | $248.76 K | 76.69% | 0.13% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11/14/2025 | 82.33 K | $235.00 K | 0.00% | 0.12% |
| HSBC HOLDINGS PLC | 11/13/2025 | 81.54 K | $233.60 K | 1.59% | 0.12% |
Health Catalyst, Inc. institutional Ownership - FAQ's
During the previous two years, 210 institutional investors and hedge funds held shares of Health Catalyst, Inc.. The most heavily invested institutionals were:
First Light Asset Management, LLC: 13.44 M
BlackRock, Inc.: 5.5 M
VANGUARD GROUP INC: 4.3 M
Whetstone Capital Advisors, LLC: 3.73 M
Impax Asset Management Group plc: 2.75 M
DIMENSIONAL FUND ADVISORS LP: 1.91 M
77.73% of Health Catalyst, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 62.68 M shares in the last 24 months. This purchase volume represents approximately $185.53 M in transactions.