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Healthcare Services Group (HCSG)

CUSIP: 421906108 | NYSE | Healthcare · Medical Care Facilities | Small Cap | 1082 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC5,505,1448.0%New 5%+ stakeSep 30, 202692d ahead of 13F (5,080,313 sh) · +424,831
13G/AVanguard Capital Management LLC3,319,6394.8%Newly reportedSep 30, 202692d ahead of 13F (3,040,374 sh) · +279,265
13G/AVanguard Portfolio Management LLC5,505,144
8.0% of class · Sep 30, 2026New 5%+ stake
92d ahead of 13F (5,080,313 sh) · +424,831
13G/AVanguard Capital Management LLC3,319,639
4.8% of class · Sep 30, 2026Newly reported
92d ahead of 13F (3,040,374 sh) · +279,265

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,529,588
0.0% of portfolio›$51.7M
MacKenzie Financial Corp936,181
0.0% of portfolio›$19.1M
Marathon Asset Management Ltd694,704
0.6% of portfolio›$14.2M
Pembroke Management, LTD661,553
1.7% of portfolio›$13.5M
Principal Financial Group Inc442,266
0.0% of portfolio›$9.0M
Bank of New York Mellon Corp423,255
0.0% of portfolio›$8.7M
Allspring Global Investments Holdings, LLC222,181
0.0% of portfolio›$4.6M
North Star Investment Management Corp.170,950
0.2% of portfolio›$3.5M
Bridge City Capital, LLC169,640
0.7% of portfolio›$3.5M
Hussman Strategic Advisors, Inc.168,000
0.7% of portfolio›$3.4M
Creative Planning123,815
0.0% of portfolio›$2.5M
CWA Asset Management Group, LLC119,890
0.1% of portfolio›$2.5M
New York State Teachers Retirement System119,223
0.0% of portfolio›$2.4M
Exchange Traded Concepts, LLC76,328
0.0% of portfolio›$1.6M
Citigroup Inc66,685
0.0% of portfolio›$1.4M
Triasima Portfolio Management inc.61,590
0.2% of portfolio›$1.3M
State of New Jersey Common Pension Fund D50,995
0.0% of portfolio›$1.0M
Strs Ohio47,400
0.0% of portfolio›$969.3K
Thrivent Financial for Lutherans43,652
0.0% of portfolio›$893.0K
Jackson Creek Investment Advisors LLC42,760
0.7% of portfolio›$874.0K
AMI Asset Management Corp38,388
0.0% of portfolio›$785.0K
Financiere des Professionnels - Fonds d'investissement inc.36,011
0.0% of portfolio›$736.4K
Illinois Municipal Retirement Fund35,103
0.0% of portfolio›$717.9K
Highland Capital Management, LLC34,271
0.0% of portfolio›$700.8K
Unique Wealth Strategies, LLC31,891
0.3% of portfolio›$783.2K
Wealth Enhancement Advisory Services, LLC30,626
0.0% of portfolio›$632.7K
Louisiana State Employees Retirement System29,200
0.0% of portfolio›$597.1K
Trail Ridge Investment Advisors, LLC24,987
0.2% of portfolio›$511.0K
Virginia Retirement Systems ET Al24,100
0.0% of portfolio›$492.8K
Mitsubishi UFJ Asset Management (UK) Ltd.24,000
0.6% of portfolio›$491.0K
Arizona State Retirement System19,337
0.0% of portfolio›$395.4K
State of Wyoming18,148
0.0% of portfolio›$371.1K
Amalgamated Bank17,815
0.0% of portfolio›$364.0K
Yousif Capital Management, LLC17,613
0.0% of portfolio›$360.2K
Hennion & Walsh Asset Management, Inc.17,058
0.0% of portfolio›$348.8K
Sterling Capital Management LLC16,358
0.0% of portfolio›$334.5K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS16,171
0.0% of portfolio›$330.7K
Oregon Public Employees Retirement Fund15,356
0.0% of portfolio›$314.0K
State of Alaska, Department of Revenue14,635
0.0% of portfolio›$298
Michael J. Porro & Co. Financial Advisors, Inc.13,445
0.2% of portfolio›$275.0K
Swiss Life Asset Management Ltd11,480
0.0% of portfolio›$234.8K
Pictet Asset Management Holding SA10,454
0.0% of portfolio›$213.8K
OP Asset Management Ltd9,058
0.0% of portfolio›$185.2K
Pinnacle Wealth Planning Services, Inc.7,273
0.0% of portfolio›$148.7K
Kintegral Advisory, LLC6,241
0.2% of portfolio›$2.7M
Nisa Investment Advisors, LLC4,981
0.0% of portfolio›$101.9K
Gamma Investing LLC4,370
0.0% of portfolio›$89.4K
Farther Finance Advisors, LLC3,574
0.0% of portfolio›$73.1K
US Bancorp \de\3,130
0.0% of portfolio›$64.0K
EverSource Wealth Advisors, LLC2,278
0.0% of portfolio›$46.6K
Financial Management Professionals, Inc.2,164
0.0% of portfolio›$44.3K
KBC Group NV1,882
0.0% of portfolio›$38
Cullen T Bankers, Inc.1,194
0.0% of portfolio›$24.4K
SBI Securities Co., Ltd.1,149
0.0% of portfolio›$23.5K
Parkside Financial Bank & Trust1,128
0.0% of portfolio›$23.1K
Salomon & Ludwin, LLC1,122
0.0% of portfolio›$22.9K
Signaturefd, LLC1,043
0.0% of portfolio›$21.3K
IFP Advisors, Inc1,011
0.0% of portfolio›$20.7K
Summit Securities Group LLC782
0.0% of portfolio›$16.0K
Essential Partners LLC536
0.0% of portfolio›$11.0K
Covestor Ltd428
0.0% of portfolio›$9
SJS Investment Consulting Inc.399
0.0% of portfolio›$8.2K
Root Financial Partners, LLC369
0.0% of portfolio›$7.5K
Versant Capital Management, Inc297
0.0% of portfolio›$6.1K
True Wealth Design, LLC213
0.0% of portfolio›$4.4K
Curat Global, LLC200
0.0% of portfolio›$4.1K
Larson Financial Group LLC146
0.0% of portfolio›$3.0K
WPG Advisers, LLC128
0.0% of portfolio›$2.6K
Farmers & Merchants Investments Inc70
0.0% of portfolio›$1.4K
Provenance Wealth Advisors, LLC67
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC67
0.0% of portfolio›$1.4K
Caitong International Asset Management Co., Ltd58
0.0% of portfolio›$1.2K
Rossby Financial, LCC44
0.0% of portfolio›$900
Bare Financial Services, Inc39
0.0% of portfolio›$798
Private Trust Co NA24
0.0% of portfolio›$491
Valley National Advisers Inc23
0.0% of portfolio›$471
MassMutual Private Wealth & Trust, FSB22
0.0% of portfolio›$450
UMB Private Wealth Management, LLC22
0.0% of portfolio›$450
Parallel Advisors, LLC19
0.0% of portfolio›$389
Fortitude Family Office, LLC13
0.0% of portfolio›$266
Assetmark, Inc11
0.0% of portfolio›$225
JFS Wealth Advisors, LLC10
0.0% of portfolio›$205
Gilpin Wealth Management, LLC9
0.0% of portfolio›$185
Hara Capital LLC1
0.0% of portfolio›$20
Hughes Financial Services, LLC1
0.0% of portfolio›$25
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,529,588$51.7M0.0%IndexLowAustin, TX2026-11-04
MacKenzie Financial Corp
936,181$19.1M0.0%CoreMediumToronto Ontario, Australia2026-11-02
Marathon Asset Management Ltd
694,704$14.2M0.6%ValueLowLondon, United Kingdom2026-10-26
Pembroke Management, LTD
661,553$13.5M1.7%GARPMediumMontreal, Austria2026-10-21
Principal Financial Group Inc
442,266$9.0M0.0%CoreLowDes Moines, IA2026-11-02
Bank of New York Mellon Corp
423,255$8.7M0.0%CoreLowNew York, NY2026-11-05
Allspring Global Investments Holdings, LLC
222,181$4.6M0.0%CoreMediumCharlotte, NC2026-11-04
North Star Investment Management Corp.
170,950$3.5M0.2%CoreLowChicago, IL2026-10-27
Bridge City Capital, LLC
169,640$3.5M0.7%ValueMediumLake Oswego, OR2026-10-29
Hussman Strategic Advisors, Inc.
168,000$3.4M0.7%YieldVery HighEllicott City, MD2026-11-02
Creative Planning
123,815$2.5M0.0%IndexVery LowOverland Park, KS2026-11-02
CWA Asset Management Group, LLC
119,890$2.5M0.1%CoreMediumNaples, FL2026-10-19
New York State Teachers Retirement System
119,223$2.4M0.0%CoreVery LowAlbany, NY2026-10-22
Exchange Traded Concepts, LLC
76,328$1.6M0.0%GrowthMediumOklahoma City, OK2026-10-28
Citigroup Inc
66,685$1.4M0.0%CoreMediumNew York, NY2026-11-04
Triasima Portfolio Management inc.
61,590$1.3M0.2%MomentumHighMontreal, Austria2026-10-15
State of New Jersey Common Pension Fund D
50,995$1.0M0.0%CoreLowTrenton, NJ2026-11-05
Strs Ohio
47,400$969.3K0.0%CoreMediumColumbus, OH2026-10-30
Thrivent Financial for Lutherans
43,652$893.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Jackson Creek Investment Advisors LLC
42,760$874.0K0.7%ValueVery HighCastle Rock, CO2026-11-04
AMI Asset Management Corp
38,388$785.0K0.0%GrowthMediumLos Angeles, CA2026-10-20
Financiere des Professionnels - Fonds d'investissement inc.
36,011$736.4K0.0%GrowthHighMontreal, Austria2026-11-03
Illinois Municipal Retirement Fund
35,103$717.9K0.0%CoreMediumOak Brook, IL2026-11-05
Highland Capital Management, LLC
34,271$700.8K0.0%GrowthMediumMemphis, TN2026-10-26
Unique Wealth Strategies, LLC
31,891$783.2K0.3%CoreMediumBurr Ridge, IL2026-10-13
Wealth Enhancement Advisory Services, LLC
30,626$632.7K0.0%CoreLowPlymouth, MN2026-10-13
Louisiana State Employees Retirement System
29,200$597.1K0.0%IndexLowBaton Rouge, LA2026-10-20
Trail Ridge Investment Advisors, LLC
24,987$511.0K0.2%CoreLowFort Collins, CO2026-10-16
Virginia Retirement Systems ET Al
24,100$492.8K0.0%CoreMediumRichmond, VA2026-10-28
Mitsubishi UFJ Asset Management (UK) Ltd.
24,000$491.0K0.6%CoreHighLondon, United Kingdom2026-10-22
Arizona State Retirement System
19,337$395.4K0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Wyoming
18,148$371.1K0.0%ValueHighCheyenne, WY2026-10-28
Amalgamated Bank
17,815$364.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
17,613$360.2K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Hennion & Walsh Asset Management, Inc.
17,058$348.8K0.0%ValueMediumParsippany, NJ2026-10-13
Sterling Capital Management LLC
16,358$334.5K0.0%GARPMediumCharlotte, NC2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
16,171$330.7K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
15,356$314.0K0.0%IndexVery LowTigard, OR2026-10-30
State of Alaska, Department of Revenue
14,635$2980.0%CoreVery LowJuneau, AK2026-10-15
Michael J. Porro & Co. Financial Advisors, Inc.
13,445$275.0K0.2%GrowthLowOld Tappan, NJ2026-10-16
Swiss Life Asset Management Ltd
11,480$234.8K0.0%CoreLowZurich, Switzerland2026-11-03
Pictet Asset Management Holding SA
10,454$213.8K0.0%GrowthMediumCarouge, Switzerland2026-11-03
OP Asset Management Ltd
9,058$185.2K0.0%GrowthMediumHelsinki, Hungary2026-11-05
Pinnacle Wealth Planning Services, Inc.
7,273$148.7K0.0%GARPLowMansfield, OH2026-10-27
Kintegral Advisory, LLC
6,241$2.7M0.2%GrowthVery LowNew York, NY2026-10-16
Nisa Investment Advisors, LLC
4,981$101.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Gamma Investing LLC
4,370$89.4K0.0%IndexVery LowFoster City, CA2026-10-08
Farther Finance Advisors, LLC
3,574$73.1K0.0%IndexLowSan Francisco, CA2026-10-08
US Bancorp \de\
3,130$64.0K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
2,278$46.6K0.0%CoreMediumBirmingham, AL2026-11-04
Financial Management Professionals, Inc.
2,164$44.3K0.0%ETFMediumAustin, TX2026-10-23
KBC Group NV
1,882$380.0%CoreMediumBrussels, Czech Republic2026-10-22
Cullen T Bankers, Inc.
1,194$24.4K0.0%GrowthLowSan Antonio, TX2026-10-28
SBI Securities Co., Ltd.
1,149$23.5K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Parkside Financial Bank & Trust
1,128$23.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Salomon & Ludwin, LLC
1,122$22.9K0.0%ETFVery LowRichmond, VA2026-10-29
Signaturefd, LLC
1,043$21.3K0.0%IndexLowAtlanta, GA2026-10-23
IFP Advisors, Inc
1,011$20.7K0.0%GrowthLowTampa, FL2026-10-16
Summit Securities Group LLC
782$16.0K0.0%CoreVery HighNew York, NY2026-11-05
Essential Partners LLC
536$11.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Covestor Ltd
428$90.0%ValueHighLondon, United Kingdom2026-10-30
SJS Investment Consulting Inc.
399$8.2K0.0%ETFVery LowSylvania, OH2026-10-26
Root Financial Partners, LLC
369$7.5K0.0%ETFMediumEncinitas, CA2026-10-21
Versant Capital Management, Inc
297$6.1K0.0%GARPLowPhoenix, AZ2026-10-02
True Wealth Design, LLC
213$4.4K0.0%ETFMediumAkron, OH2026-10-13
Curat Global, LLC
200$4.1K0.0%CoreMediumSpringfield, NH2026-10-26
Larson Financial Group LLC
146$3.0K0.0%GrowthLowSt Louis, MO2026-11-05
WPG Advisers, LLC
128$2.6K0.0%CoreLowBaltimore, MD2026-10-27
Farmers & Merchants Investments Inc
70$1.4K0.0%CoreVery LowLincoln, NE2026-10-22
Provenance Wealth Advisors, LLC
67$1.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Ascentis Wealth Management, LLC
67$1.4K0.0%Agg GrowthLowDallas, TX2026-11-03
Caitong International Asset Management Co., Ltd
58$1.2K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Rossby Financial, LCC
44$9000.0%ETFMediumMelbourne, FL2026-11-05
Bare Financial Services, Inc
39$7980.0%ETFVery LowGap, PA2026-11-04
Private Trust Co NA
24$4910.0%CoreLowCleveland, OH2026-10-20
Valley National Advisers Inc
23$4710.0%ETFLowBethlehem, PA2026-10-23
MassMutual Private Wealth & Trust, FSB
22$4500.0%CoreLowSpringfield, MA2026-10-05
UMB Private Wealth Management, LLC
22$4500.0%GrowthN/AKansas City, MO2026-10-19
Parallel Advisors, LLC
19$3890.0%IndexLowSan Francisco, CA2026-11-03
Fortitude Family Office, LLC
13$2660.0%ETFMediumScottsdale, AZ2026-10-14
Assetmark, Inc
11$2250.0%ETFLowConcord, CA2026-10-21
JFS Wealth Advisors, LLC
10$2050.0%ETFVery LowHermitage, PA2026-11-03
Gilpin Wealth Management, LLC
9$1850.0%GrowthLowDenver, CO2026-10-09
Hara Capital LLC
1$200.0%Deep ValueMediumBellevue, WA2026-10-30
Hughes Financial Services, LLC
1$250.0%ETFLowHerndon, VA2026-10-30