Davita Inc.
DVA- Exchange
- NYSE
- Industry
- Services-Misc Health & Allied Services, NEC
- SEC CIK
- 0000927066
In the last 90 days, Davita Inc. insiders filed 0 open-market purchases and 1 sale; 633 institutions reported holding it in 13F filings for Q2 2026, worth $13.1B in total; Berkshire Hathaway is the only superinvestor holding it.
13F holders, Q2 2021
Institutional positions in Davita Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 516
- +27 vs. Q1 2021
- Shares held
- 92.1M
- −2.86M (−3.0%) vs. Q1 2021
- Total value
- $11.1B
- +$860.4M (+8.4%) vs. Q1 2021
- New holders
- 73
- 126 more added
- Sold out
- 46
- 221 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting DVA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 633 | $13.1B |
| Q1 2026 | 584 | $9.54B |
| Q4 2025 | 534 | $7.55B |
| Q3 2025 | 562 | $8.93B |
| Q2 2025 | 593 | $10.0B |
| Q1 2025 | 597 | $10.9B |
| Q4 2024 | 596 | $11.0B |
| Q3 2024 | 601 | $12.2B |
| Q2 2024 | 560 | $10.6B |
| Q1 2024 | 544 | $10.8B |
| Q4 2023 | 536 | $8.30B |
| Q3 2023 | 505 | $7.50B |
| Q2 2023 | 471 | $7.86B |
| Q1 2023 | 442 | $6.32B |
| Q4 2022 | 445 | $5.83B |
| Q3 2022 | 442 | $6.61B |
| Q2 2022 | 464 | $6.53B |
| Q1 2022 | 511 | $9.26B |
| Q4 2021 | 493 | $9.61B |
| Q3 2021 | 513 | $10.4B |
| Q2 2021 | 516 | $11.1B |
| Q1 2021 | 492 | $10.3B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6 | $0 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 4,817 | $40 | 0.00% | +4,777+11,942.5% | Added |
| Exane Derivatives | 2 | $243 | 0.00% | −34−94.4% | Reduced |
| Ellevest, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| C M Bidwell & Associates Ltd | 6 | $1.00K | 0.00% | +6 | New |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | +11 | New |
| Strategic Blueprint, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Evoke Wealth, LLC | 17 | $2.00K | 0.00% | −15−46.9% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $2.00K | 0.00% | +17 | New |
| Global Retirement Partners, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 20 | $2.41K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 23 | $3.00K | 0.00% | +8+53.3% | Added |
| KB Financial Partners, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $3.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 31 | $3.73K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $3.85K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 29 | $4.00K | 0.00% | +29 | New |
| Crescent Capital Consulting, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 55 | $7.00K | 0.00% | −65−54.2% | Reduced |
| Gemmer Asset Management LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 56 | $7.00K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 88 | $11.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 108 | $13.0K | 0.00% | +5+4.9% | Added |
| IFP Advisors, Inc | 112 | $14.0K | 0.00% | +93+489.5% | Added |
| Smithfield Trust Co | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 123 | $16.0K | 0.00% | −3−2.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 137 | $16.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 148 | $18.0K | 0.00% | −169−53.3% | Reduced |
| Versant Capital Management, Inc | 169 | $20.0K | 0.01% | −241−58.8% | Reduced |
| Parkside Financial Bank & Trust | 169 | $20.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 196 | $23.0K | 0.00% | −18−8.4% | Reduced |
| Sterling Financial Planning, Inc. | 200 | $24.0K | 0.02% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $24.0K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 224 | $26.0K | 0.00% | −122−35.3% | Reduced |
| Brown Brothers Harriman & Co | 235 | $28.0K | 0.00% | −22−8.6% | Reduced |
| First Manhattan Co | 238 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 239 | $29.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 251 | $30.0K | 0.00% | +44+21.3% | Added |
| American Portfolios Advisors | 258 | $31.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 287 | $34.6K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 288 | $35.0K | 0.00% | +5+1.8% | Added |
| Spire Wealth Management | 292 | $35.0K | 0.00% | +292 | New |
| City Holding Co | 300 | $36.0K | 0.01% | +300 | New |
| FORA Capital, LLC | 296 | $36.0K | 0.01% | +296 | New |
| Sargent Bickham Lagudis LLC | 316 | $38.0K | 0.00% | +16+5.3% | Added |
| Parallel Advisors, LLC | 312 | $38.0K | 0.00% | +31+11.0% | Added |
| Bessemer Group Inc | 322 | $39.0K | 0.00% | +15+4.9% | Added |
| Acadian Asset Management LLC | 337 | $41.0K | 0.00% | −9,689−96.6% | Reduced |
| FinTrust Capital Advisors, LLC | 349 | $42.0K | 0.01% | +92+35.8% | Added |
| Quadrant Capital Group LLC | 356 | $43.0K | 0.01% | +8+2.3% | Added |
| NEXT Financial Group, Inc | 382 | $46.0K | 0.00% | −113−22.8% | Reduced |
| FourThought Financial, LLC | 397 | $47.0K | 0.01% | −19−4.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $48.0K | 0.03% | 00.0% | Unchanged |
| Financial Insights, Inc. | 400 | $48.2K | 0.04% | +400 | New |
| Parisi Gray Wealth Management | 417 | $50.0K | 0.02% | +417 | New |
| Duncker Streett & Co Inc | 450 | $54.0K | 0.01% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 500 | $54.0K | 0.00% | +500 | New |
| First Mercantile Trust Co | 478 | $58.0K | 0.01% | −2,073−81.3% | Reduced |
| Harvest Fund Management Co., Ltd | 482 | $58.0K | 0.01% | −279−36.7% | Reduced |
| Resources Management Corp | 500 | $60.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 512 | $62.0K | 0.00% | −72−12.3% | Reduced |
| Sierra Capital LLC | 586 | $71.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 591 | $71.0K | 0.00% | +150+34.0% | Added |
| Rockefeller Capital Management L.P. | 616 | $74.0K | 0.00% | +438+246.1% | Added |
| Geneos Wealth Management Inc. | 621 | $76.0K | 0.00% | −350−36.0% | Reduced |
| Reilly Financial Advisors, LLC | 722 | $87.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 733 | $88.0K | 0.00% | +283+62.9% | Added |
| Sentry Investment Management LLC | 804 | $97.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 828 | $100.0K | 0.01% | +114+16.0% | Added |
| CenterStar Asset Management, LLC | – | $102.0K | 0.11% | – | New |
| SRS Capital Advisors, Inc. | 860 | $104.0K | 0.01% | +860 | New |
| Highlander Capital Management, LLC | 900 | $108.0K | 0.05% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 911 | $110.0K | 0.03% | +911 | New |
| Ameritas Investment Partners, Inc. | 957 | $115.0K | 0.00% | −203−17.5% | Reduced |
| Creative Financial Designs Inc | 983 | $118.0K | 0.02% | +971+8,091.7% | Added |
| IndexIQ Advisors LLC | 1,151 | $139.0K | 0.00% | −10−0.9% | Reduced |
| Fifth Third Bancorp | 1,163 | $140.0K | 0.00% | −243−17.3% | Reduced |
| Capitolis Advisors LLC | 1,183 | $142.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,200 | $145.0K | 0.01% | 00.0% | Unchanged |