Position in HCA
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,618,305
+$1,809,196 QoQ
Shares Held
11,872
+45.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026Lido Advisors, LLC holds $8,512,282 across 8 Medical Care Facilities names. HCA ranks #1 (66.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
11,872 | $5,618,305 | |
| 2 | ENSG |
Ensign Group, Inc
|
3,746 | $754,818 | |
| 3 | ARDT |
Ardent Health, Inc.
|
70,000 | $599,200 | |
| 4 | ACHC |
Acadia Healthcare Company, Inc.
|
20,271 | $474,138 | |
| 5 | THC |
Tenet Healthcare Corp
|
2,263 | $427,050 | |
| 6 | DVA |
Davita Inc.
|
2,349 | $361,017 | |
| 7 | UHS |
Universal Health Services Inc
|
1,367 | $244,651 | |
| 8 | PIII |
P3 Health Partners Inc.
|
10,748 | $33,103 |
All Filings in HCA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,618,305 | 11,872 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,809,109 | 8,159 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,334,588 | 7,824 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,529,608 | 6,603 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,476,210 | 7,166 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $2,108,252 | 7,024 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,460,749 | 8,515 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,691,040 | 8,376 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,253,738 | 3,759 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $711,617 | 2,629 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $620,607 | 2,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,266,051 | 10,762 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $402,639 | 1,527 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $272,834 | 1,137 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||