Healthcare Services GroupHCSG
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 260 institutions reported holding Healthcare Services Group (HCSG) in their 13F filings, up 10 from Q4 2025. 35 opened new positions and 26 sold out. The largest holders were BlackRock, Inc. ($212.6M), Vanguard Portfolio Management LLC ($89.9M) and Vanguard Capital Management LLC ($57.9M). 6 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Healthcare Services Group
- CUSIP
- 421906108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $25.0M |
| Exits | 26 | $27.1M |
All 13F filers, Q4 2025 → Q1 2026: 8,989,348 shares bought and 6,113,999 shares sold, net +2,875,349 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| BlackRock, Inc. | 0.00% | Add +0.7% | 11,458,596 | $212.6M |
| Vanguard Portfolio Management LLC | 0.00% | — | 4,846,133 | $89.9M |
| Vanguard Capital Management LLC | 0.00% | — | 3,119,545 | $57.9M |
| State Street Corp. | 0.00% | Add +0.9% | 2,819,125 | $52.3M |
| Mackenzie Financial Corp. | 0.06% | Reduce -24.7% | 2,672,214 | $49.6M |
| American Century Companies Inc. | 0.02% | Add +16.2% | 2,508,427 | $46.5M |
| Dimensional Fund Advisors LP | 0.01% | Add +2.7% | 2,400,681 | $44.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.8% | 2,165,744 | $40.2M |
| Royce & Associates LP | 0.39% | Reduce -6.5% | 2,143,237 | $39.8M |
| Geode Capital Management, LLC | 0.00% | Add +9.4% | 2,044,596 | $37.9M |
| FMR LLC | 0.00% | Add +613.5% | 1,966,794 | $36.5M |
| Palisade Capital Management, LP | 1.01% | Reduce -21.0% | 1,522,463 | $28.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +454.0% | 1,405,952 | $26.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.3% | 1,323,272 | $24.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.5% | 1,188,417 | $22.0M |
| Nuveen, LLC | 0.01% | Reduce -8.6% | 1,172,404 | $21.7M |
| Franklin Resources Inc. | 0.01% | Reduce -1.9% | 1,161,222 | $21.5M |
| AQR Capital Management | 0.01% | Add +8.8% | 1,087,480 | $20.2M |
| Morgan Stanley | 0.00% | Add +57.4% | 1,010,724 | $18.7M |
| Qube Research & Technologies Ltd | 0.03% | Add +102.4% | 997,108 | $18.5M |
| Marathon Asset Management Ltd | 0.69% | Add +13.4% | 971,467 | $18.0M |
| Janus Henderson Group PLC | 0.01% | Add +5.5% | 890,035 | $16.5M |
| Invesco Ltd. | 0.00% | Add +118.6% | 826,270 | $15.3M |
| CSM Advisors, LLC | 0.34% | Add +4.0% | 747,924 | $13.9M |
| Kennedy Capital Management LLC | 0.29% | Add +2.2% | 739,509 | $13.7M |
| Northern Trust Corp. | 0.00% | Add +1.6% | 674,226 | $12.5M |
| New York State Common Retirement Fund | 0.02% | Reduce -14.7% | 617,508 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.2% | 535,669 | $9.9M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -3.8% | 480,721 | $8.9M |
| Principal Financial Group Inc. | 0.00% | Add +1.7% | 480,547 | $8.9M |
| First Eagle Investment Management, LLC | 0.01% | Reduce -15.4% | 474,535 | $8.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 472,290 | $8.8M |
| Hillsdale Investment Management Inc. | 0.23% | Add +4.3% | 461,510 | $8.6M |
| Brandes Investment Partners, LP | 0.06% | Reduce -35.0% | 458,556 | $8.5M |
| Allianz Asset Management GmbH | 0.01% | Add +50.9% | 448,146 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.4% | 412,398 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +33.1% | 393,601 | $7.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.3% | 378,368 | $7.1M |
| Sei Investments Co. | 0.01% | Add +66.3% | 375,130 | $7.0M |
| Public Sector Pension Investment Board | 0.02% | Add +13.5% | 371,798 | $6.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -40.2% | 350,066 | $6.5M |
| Jupiter Asset Management Ltd. | 0.03% | Add +139.8% | 337,931 | $6.3M |
| Hotchkis & Wiley Capital Management LLC | 0.02% | Reduce -55.2% | 322,746 | $6.0M |
| Stansberry Asset Management, LLC | 0.59% | New | 302,761 | $5.6M |
| Pembroke Management, LTD | 0.80% | New | 299,085 | $5.5M |
| Marshall Wace, LLP | 0.01% | Add +158.6% | 296,436 | $5.5M |
| Pacer Advisors, Inc. | 0.01% | Reduce -12.5% | 279,507 | $5.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.3% | 270,516 | $5.2M |
| Trexquant Investment LP | 0.03% | Add +180.1% | 232,035 | $4.3M |
| Tidal Investments LLC | 0.01% | Add +335.5% | 219,009 | $4.1M |
| Lazard Asset Management LLC | 0.01% | Add +14.0% | 218,389 | $4.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +172.5% | 216,812 | $4.0M |
| Towle & Co. | 1.56% | Reduce -44.1% | 216,138 | $4.0M |
| Empowered Funds, LLC | 0.03% | New | 215,824 | $4.0M |
| Rhumbline Advisers | 0.00% | Add +0.6% | 193,508 | $3.6M |
| Panagora Asset Management Inc. | 0.01% | Add +129.9% | 193,251 | $3.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +2.3% | 176,187 | $3.3M |
| Millennium Management | 0.00% | Add +242.3% | 172,675 | $3.2M |
| North Star Investment Management Corp. | 0.19% | No change | 170,950 | $3.2M |
| Legal & General Group Plc | 0.00% | Reduce -9.1% | 170,336 | $3.2M |
| Rice Hall James & Associates, LLC | 0.18% | No change | 170,112 | $3.2M |
| Bessemer Group Inc. | 0.00% | Reduce -0.4% | 169,485 | $3.1M |
| Hussman Strategic Advisors, Inc. | 0.67% | Add +60.0% | 168,000 | $3.1M |
| Bank of America Corp. | 0.00% | Reduce -33.0% | 167,975 | $3.1M |
| Ritholtz Wealth Management | 0.05% | Add +195.8% | 155,860 | $2.9M |
| Barclays PLC | 0.00% | Add +15.2% | 151,722 | $2.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +4.1% | 143,779 | $2.7M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -59.1% | 143,321 | $2.7M |
| Bridge City Capital, LLC | 0.73% | Reduce -0.5% | 142,605 | $2.6M |
| Swiss National Bank | 0.00% | Reduce -2.5% | 139,363 | $2.6M |
| Ieq Capital, LLC | 0.01% | Add +3.1% | 137,602 | $2.6M |
| Lisanti Capital Growth, LLC | 0.61% | New | 129,475 | $2.4M |
| Legato Capital Management LLC | 0.22% | Reduce -6.9% | 127,960 | $2.4M |
| Connors Investor Services Inc. | 0.21% | Reduce -41.6% | 122,702 | $2.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -40.8% | 121,699 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -5.6% | 117,441 | $2.2M |
| UBS Group AG | 0.00% | Reduce -46.4% | 112,901 | $2.1M |
| Teacher Retirement System of Texas | 0.01% | Add +9.0% | 111,785 | $2.1M |
| Gotham Asset Management | 0.01% | Add +6.6% | 110,146 | $2.0M |
| Martingale Asset Management L P | 0.05% | Reduce -4.7% | 107,141 | $2.0M |
| Integrated Quantitative Investments LLC | 0.34% | Add +14.2% | 101,908 | $1.9M |
| Pacific Ridge Capital Partners, LLC | 0.40% | Add +0.0% | 98,781 | $1.8M |
| Great Lakes Advisors, LLC | 0.01% | Reduce -9.6% | 97,632 | $1.8M |
| HRT Financial LP | 0.00% | New | 96,132 | $1.8M |
| CWA Asset Management Group, LLC | 0.06% | Add +13.6% | 95,846 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -21.1% | 95,685 | $1.8M |
| California State Teachers Retirement System | 0.00% | Add +35.1% | 91,270 | $1.7M |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -6.4% | 86,292 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 83,895 | $1.6M |
| Synergy Asset Management, LLC | 0.16% | Add +43.8% | 80,975 | $1.5M |
| Cambiar Investors LLC | 0.07% | Add +10.8% | 80,850 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.1% | 77,562 | $1.4M |
| Engineers Gate Manager LP | 0.02% | Add +139.7% | 76,780 | $1.4M |
| BNP Paribas Financial Markets | 0.00% | Add +82.2% | 74,996 | $1.4M |
| Y-Intercept (Hong Kong) Ltd | 0.03% | Add +616.2% | 74,230 | $1.4M |
| Deutsche Bank AG | 0.00% | Add +13.6% | 68,704 | $1.3M |
| Victory Capital Management Inc. | 0.00% | Add +539.4% | 68,551 | $1.3M |
| Cwm, LLC | 0.00% | Add +10.7% | 68,024 | $1.3M |
| Renaissance Technologies | 0.00% | Add +64.3% | 64,104 | $1.2M |
| WINTON GROUP Ltd | 0.04% | Add +44.2% | 63,044 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -11.9% | 62,491 | $1.2M |
| Canada Pension Plan Investment Board | 0.00% | Add +26.5% | 61,100 | $1.1M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | No change | 60,619 | $1.1M |
| Creative Planning | 0.00% | Add +155.5% | 60,533 | $1.1M |
| Mariner, LLC | 0.00% | Add +22.2% | 59,721 | $1.1M |
| Dean Investment Associates, LLC | 0.15% | Reduce -76.6% | 59,367 | $1.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.4% | 57,671 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.04% | Reduce -17.5% | 57,000 | $1.1M |
| HSBC Holdings PLC | 0.00% | Add +173.3% | 57,353 | $1.1M |
| Campbell & CO Investment Adviser LLC | 0.06% | Add +23.7% | 52,951 | $982K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -33.0% | 52,182 | $968K |
| Sovereign's Capital Management, LLC | 0.71% | Reduce -55.7% | 51,778 | $960K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -21.2% | 48,735 | $904K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.9% | 47,028 | $872K |
| State of Wisconsin Investment Board | 0.00% | Reduce -64.8% | 46,336 | $860K |
| Algert Global LLC | 0.01% | New | 44,730 | $830K |
| VARCOV Co. | 0.31% | Reduce -40.7% | 44,275 | $821K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 44,035 | $817K |
| Cerity Partners LLC | 0.00% | Add +44.6% | 42,607 | $790K |
| Dean Capital Management | 0.32% | Reduce -75.9% | 41,570 | $771K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.0% | 41,018 | $761K |
| Citigroup Inc. | 0.00% | Add +16.7% | 40,084 | $744K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.8% | 39,032 | $724K |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.1% | 39,093 | $724K |
| Los Angeles Capital Management LLC | 0.00% | Add +274.6% | 38,985 | $723K |
| Hennion & Walsh Asset Management, Inc. | 0.02% | Reduce -1.7% | 38,265 | $710K |
| STRS Ohio | 0.00% | Reduce -4.0% | 38,200 | $709K |
| Quantinno Capital Management LP | 0.00% | Add +29.4% | 37,682 | $699K |
| Bailard, Inc. | 0.02% | Reduce -3.6% | 37,500 | $696K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 36,763 | $682K |
| Cambria Investment Management, L.P. | 0.04% | Add +6.4% | 36,076 | $669K |
| Horizon Investments, LLC | 0.01% | Add +7.7% | 35,528 | $659K |
| KLP Kapitalforvaltning As | 0.00% | No change | 35,500 | $659K |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0.33% | No change | 34,000 | $631K |
| Captrust Financial Advisors | 0.00% | Add +184.3% | 33,169 | $615K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.8% | 33,013 | $612K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.7% | 32,679 | $606K |
| Vanguard Global Advisers, LLC | 0.00% | — | 32,479 | $602K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.4% | 31,200 | $579K |
| Susquehanna International Group, LLP | 0.00% | Add +58.5% | 31,084 | $577K |
| Two Sigma Investments, LP | 0.00% | Reduce -20.2% | 31,005 | $575K |
| XTX Topco Ltd | 0.01% | Reduce -4.4% | 30,459 | $565K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +40.8% | 29,711 | $551K |
| Wells Fargo & Company | 0.00% | Reduce -63.8% | 29,407 | $546K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.3% | 28,565 | $524K |
| Tudor Investment Corporation | 0.00% | Reduce -80.4% | 28,001 | $519K |
| Trail Ridge Investment Advisors, LLC | 0.22% | Add +3.9% | 27,653 | $513K |
| Highland Capital Management, LLC | 0.03% | New | 26,477 | $491K |
| Vestcor Inc | 0.01% | Add +88.2% | 26,190 | $486K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.9% | 26,196 | $486K |
| Atria Investments, Inc | 0.01% | Add +7.4% | 25,381 | $471K |
| Voya Investment Management LLC | 0.00% | Add +92.8% | 25,055 | $465K |
| PDT Partners, LLC | 0.03% | No change | 24,382 | $452K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -8.6% | 23,555 | $437K |
| State of Wyoming | 0.05% | Reduce -4.9% | 23,514 | $436K |
| Vident Advisory, LLC | 0.00% | New | 23,220 | $431K |
| SG Americas Securities, LLC | 0.00% | Reduce -48.2% | 22,641 | $420K |
| Aviva PLC | 0.00% | New | 22,166 | $411K |
| Sanctuary Advisors, LLC | 0.00% | Add +9.7% | 22,098 | $410K |
| Acadian Asset Management LLC | 0.00% | Add +665.1% | 22,180 | $409K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 20,284 | $376K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | No change | 20,200 | $375K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 20,148 | $374K |
| Glenmede Trust Co. NA | 0.00% | Reduce -14.3% | 20,086 | $373K |
| Arizona State Retirement System | 0.00% | Reduce -3.5% | 19,353 | $359K |
| Yousif Capital Management, LLC | 0.00% | Reduce -1.6% | 18,876 | $350K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 18,234 | $338K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +13.6% | 18,112 | $336K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 18,095 | $336K |
| Intech Investment Management LLC | 0.00% | Reduce -39.0% | 17,894 | $332K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 17,423 | $323K |
| Fifth Third Bancorp | 0.00% | Add +3547.6% | 16,779 | $311K |
| EntryPoint Capital, LLC | 0.09% | New | 16,639 | $309K |
| Oregon Public Employees Retirement Fund | 0.00% | No change | 16,156 | $300K |
| Sterling Capital Management LLC | 0.01% | Reduce -36.8% | 16,019 | $297K |
| Polymer Capital Management (US) LLC | 0.04% | Reduce -29.7% | 15,503 | $288K |
| Caprock Group, LLC | 0.01% | New | 15,376 | $285K |
| Mirabella Financial Services LLP | 0.03% | New | 15,238 | $283K |
| Magnetar Financial LLC | 0.00% | New | 12,937 | $240K |
| Cetera Investment Advisers | 0.00% | Reduce -10.4% | 12,591 | $234K |
| Brevan Howard Capital Management LP | 0.00% | New | 12,125 | $225K |
| Swiss Life Asset Management Ltd | 0.00% | Reduce -4.8% | 10,990 | $204K |
| ProShare Advisors LLC | 0.00% | Reduce -20.0% | 10,966 | $203K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 10,905 | $202K |
| Diversified Trust Co. | 0.00% | New | 10,612 | $197K |
| Pictet Asset Management Holding SA | 0.00% | Add +2.8% | 10,454 | $194K |
| Osaic Holdings, Inc. | 0.00% | Reduce -87.3% | 10,327 | $192K |
| Maryland State Retirement & Pension System | 0.00% | No change | 10,170 | $189K |
| OP Asset Management Ltd | 0.00% | New | 9,058 | $168K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 7,988 | $148K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,093 | $113K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +30.8% | 5,550 | $103K |
| Hamrick Investment Counsel, llc | 0.05% | New | 5,200 | $96K |
| GAMMA Investing LLC | 0.00% | Add +4.7% | 3,861 | $72K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.7% | 3,752 | $70K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -1.0% | 3,582 | $64K |
| Kemnay Advisory Services Inc. | 0.01% | New | 3,364 | $62K |
| US Bancorp \de | 0.00% | Add +1.0% | 3,128 | $58K |
| Financial Management Professionals, Inc. | 0.01% | No change | 2,888 | $54K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -13.8% | 2,782 | $52K |
| Essential Partners LLC | 0.01% | No change | 2,335 | $43K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.7% | 1,999 | $37K |
| Allworth Financial LP | 0.00% | Add +48.0% | 1,967 | $36K |
| KBC Group NV | 0.00% | New | 1,882 | $35K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.8% | 1,801 | $33K |
| Rockefeller Capital Management L.P. | 0.00% | Add +399.3% | 1,403 | $26K |
| IFP Advisors, Inc | 0.00% | Reduce -8.2% | 1,396 | $26K |
| Nisa Investment Advisors, LLC | 0.00% | Add +1.2% | 1,341 | $25K |
| Salomon & Ludwin, LLC | 0.00% | Add +73.1% | 1,215 | $22K |
| SBI Securities Co., Ltd. | 0.00% | No change | 1,183 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,142 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -7.2% | 1,140 | $21K |
| Matrix Trust Co | 0.00% | New | 1,111 | $21K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +14.8% | 985 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +143.6% | 916 | $16K |
| Arax Advisory Partners | 0.00% | Add +948.8% | 839 | $16K |
| International Assets Investment Management, LLC | 0.00% | No change | 685 | $12K |
| MAI Capital Management | 0.00% | Add +1006.4% | 520 | $10K |
| UMB Bank, n.a. | 0.00% | Add +2.5% | 487 | $9K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 419 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 416 | $8K |
| Covestor Ltd | 0.00% | Reduce -20.6% | 408 | $7K |
| Harbour Investments, Inc. | 0.00% | New | 365 | $7K |
| Rothschild Investment LLC | 0.00% | Add +69.4% | 293 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 285 | $5K |
| True Wealth Design, LLC | 0.00% | Reduce -5.8% | 261 | $5K |
| Versant Capital Management, Inc | 0.00% | Add +25.4% | 247 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -42.0% | 231 | $4K |
| Curat Global, LLC | 0.00% | No change | 200 | $4K |
| Quadrant Capital Group LLC | 0.00% | No change | 174 | $3K |
| Bare Financial Services, Inc | 0.00% | New | 151 | $3K |
| Signaturefd, LLC | 0.00% | New | 102 | $2K |
| Federated Hermes, Inc. | 0.00% | Reduce -90.1% | 90 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 73 | $1K |
| WPG Advisers, LLC | 0.00% | Add +1.4% | 72 | $1K |
| Caitong International Asset Management Co., Ltd | 0.00% | Add +191.3% | 67 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 58 | $1K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 106 | $1K |
| Keating Financial Advisory Services, Inc. | 0.00% | New | 57 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Add +34.2% | 51 | $947 |
| Dogwood Wealth Management LLC | 0.00% | New | 48 | $890 |
| Gill Capital Partners, LLC | 0.00% | New | 46 | $853 |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $798 |
| Miller Capital Partners, Inc. | 0.00% | No change | 40 | $742 |
| Rossby Financial, LCC | 0.00% | New | 26 | $464 |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +27.8% | 23 | $427 |
| Parallel Advisors, LLC | 0.00% | No change | 19 | $352 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -89.9% | 18 | $334 |
| Smartleaf Asset Management LLC | 0.00% | No change | 15 | $280 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 14 | $260 |
| Blue Trust, Inc. | 0.00% | New | 14 | $260 |
| Gilpin Wealth Management, LLC | 0.00% | Add +225.0% | 13 | $242 |
| Ankerstar Wealth, LLC | 0.00% | No change | 10 | $186 |
| Basecamp Wealth Advisors LLC | 0.00% | New | 10 | $186 |
| JPL Wealth Management, LLC | 0.00% | New | 7 | $130 |
| Sunbelt Securities, Inc. | 0.00% | No change | 5 | $93 |
| Hughes Financial Services, LLC | 0.00% | New | 2 | $37 |
| Dunhill Financial, LLC | 0.00% | No change | 1 | $25 |
| Huntington National Bank | 0.00% | No change | 1 | $19 |
| Hara Capital LLC | 0.00% | No change | 1 | $19 |
"% of holder's portfolio" is HCSG's weight in each manager's 13F, not the share of Healthcare Services Group the manager owns.