Position in HCA
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,509,264
-$593,814 QoQ
Shares Held
3,871
-12.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#144
of 455 holders
Holding Since
Mar 2022
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HCA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $3,571,607 across 6 Medical Care Facilities names. HCA ranks #1 (42.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
This page
|
3,871 | $1,509,264 | |
| 2 | NHC |
National Healthcare Corp
|
4,456 | $941,820 | |
| 3 | ENSG |
Ensign Group, Inc
|
2,792 | $447,557 | |
| 4 | PNTG |
Pennant Group, Inc.
|
9,509 | $351,357 | |
| 5 | OPCH |
Option Care Health, Inc.
|
13,097 | $274,644 | |
| 6 | AMS |
American Shared Hospital Services
|
29,725 | $46,965 |
All Filings in HCA
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,264 | 3,871 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,103,078 | 4,444 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,489,283 | 3,190 | Shares | Sole | 2026-01-29 | |
| 2023-03-31 | $31,377 | 119 | Shares | Other | 2023-04-26 | |
| 2022-03-31 | $104,508 | 417 | Shares | Other | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||