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 | 05/15/2026 | 12.88 M | $16.36 M | -0.25% | 18.14% |
| 05/15/2026 | 6.31 M | $8.01 M | 57.60% | 8.88% | |
| BLACKROCK, INC. | 05/13/2026 | 5.14 M | $6.53 M | -1.06% | 7.24% |
| WHETSTONE CAPITAL ADVISORS, LLC | 05/15/2026 | 4.27 M | $5.42 M | 13.81% | 6.01% |
| PALOGIC VALUE MANAGEMENT, L.P. | 05/15/2026 | 2.90 M | $3.68 M | 128.07% | 4.08% |
| 05/15/2026 | 2.89 M | $3.66 M | 100.00% | 4.06% | |
| IMPAX ASSET MANAGEMENT GROUP PLC | 05/12/2026 | 2.75 M | $3.49 M | 0.00% | 3.87% |
| NEPSIS INC. | 04/15/2026 | 1.88 M | $2.38 M | -2.06% | 2.64% |
| WHETSTONE CAPITAL ADVISORS, LLC | 05/15/2026 | 1.52 M | $1.92 M | 100.00% | 2.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 1.50 M | $1.91 M | -10.01% | 2.11% |
| STATE STREET CORP | 05/15/2026 | 1.32 M | $1.68 M | -0.23% | 1.87% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.23 M | $1.57 M | -24.77% | 1.74% |
| HIGHMARK WEALTH MANAGEMENT LLC | 05/06/2026 | 903.08 K | $1.13 M | 21.79% | 1.27% |
| CAPTION MANAGEMENT, LLC | 05/15/2026 | 850.00 K | $1.08 M | 100.00% | 1.20% |
| CAPTION MANAGEMENT, LLC | 05/15/2026 | 771.89 K | $980.30 K | 100.00% | 1.09% |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 05/07/2026 | 710.80 K | $902.72 K | 126.89% | 1.00% |
| JPMORGAN CHASE & CO | 05/13/2026 | 677.95 K | $799.98 K | -9.94% | 0.95% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 606.86 K | $770.71 K | 10.95% | 0.85% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 543.24 K | $689.92 K | 539.58% | 0.77% |
| 05/08/2026 | 531.01 K | $674.39 K | 100.00% | 0.75% | |
| MARTIN & CO INC /TN/ | 05/14/2026 | 526.19 K | $668.26 K | 2.54% | 0.74% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 509.78 K | $647.42 K | -47.16% | 0.72% |
| NORTHERN TRUST CORP | 05/14/2026 | 493.85 K | $627.18 K | 3.74% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 443.67 K | $563.46 K | 100.00% | 0.62% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 387.17 K | $491.71 K | 22.21% | 0.55% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 370.31 K | $470.29 K | -25.00% | 0.52% |
| FMR LLC | 05/15/2026 | 367.47 K | $466.69 K | 5.38% | 0.52% |
| PRIMECAP MANAGEMENT CO/CA/ | 05/11/2026 | 340.42 K | $432.33 K | 0.00% | 0.48% |
| 05/06/2026 | 339.52 K | $431.18 K | 112.13% | 0.48% | |
| UBS GROUP AG | 05/05/2026 | 287.10 K | $364.61 K | 8.96% | 0.40% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 266.65 K | $338.65 K | 0.17% | 0.38% |
| HRT FINANCIAL LP | 05/14/2026 | 243.19 K | $308.00 K | 1,824.28% | 0.34% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 224.49 K | $285.11 K | -14.08% | 0.32% |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 217.07 K | $275.68 K | 100.00% | 0.31% |
| NUVEEN, LLC | 04/30/2026 | 184.38 K | $234.16 K | 49.11% | 0.26% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 173.16 K | $219.92 K | 100.00% | 0.24% |
| SEI INVESTMENTS CO | 05/13/2026 | 169.33 K | $215.05 K | 76.56% | 0.24% |
| MORGAN STANLEY | 05/15/2026 | 134.18 K | $170.41 K | -59.82% | 0.19% |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 05/15/2026 | 129.05 K | $163.90 K | -3.86% | 0.18% |
| INVESCO LTD. | 05/12/2026 | 118.13 K | $150.03 K | -0.39% | 0.17% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 113.19 K | $142.00 K | -87.86% | 0.16% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 112.81 K | $143.27 K | -14.63% | 0.16% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 99.21 K | $126.00 K | 13.48% | 0.14% |
| HSBC HOLDINGS PLC | 04/30/2026 | 98.87 K | $123.09 K | 21.26% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 95.73 K | $121.58 K | -47.63% | 0.13% |
| CREATIVE PLANNING | 05/12/2026 | 91.32 K | $115.98 K | 170.33% | 0.13% |
| RHUMBLINE ADVISERS | 05/12/2026 | 85.60 K | $108.70 K | -4.95% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 83.77 K | $200.21 K | 0.00% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 81.15 K | $103.07 K | 197.01% | 0.11% |
| MCF ADVISORS LLC | 05/11/2026 | 70.00 K | $88.90 K | 0.00% | 0.10% |
Health Catalyst Inc institutional Ownership - FAQ's
During the previous two years, 197 institutional investors and hedge funds held shares of Health Catalyst Inc. The most heavily invested institutionals were:
First Light Asset Management, LLC: 12.88 M
BlackRock, Inc.: 5.14 M
Whetstone Capital Advisors, LLC: 4.27 M
Palogic Value Management, L.P.: 2.9 M
Impax Asset Management Group plc: 2.75 M
Nepsis Inc.: 1.88 M
78.56% of Health Catalyst Inc stock is owned by institutional investors.
Institutional investors have bought a total of 59.46 M shares in the last 24 months. This purchase volume represents approximately $113.56 M in transactions.