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, Q3 2021
Institutional positions in Davita Inc. as of Sep 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
- 513
- +3 vs. Q2 2021
- Shares held
- 89.6M
- −2.46M (−2.7%) vs. Q2 2021
- Total value
- $10.4B
- −$661.5M (−6.0%) vs. Q2 2021
- New holders
- 47
- 146 more added
- Sold out
- 44
- 217 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Zions Bancorporation, N.A. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $116 | 0.00% | – | New |
| Exane Derivatives | 2 | $233 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| SOA Wealth Advisors, LLC. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Glassman Wealth Services | 20 | $2.00K | 0.00% | −3−13.0% | 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 |
| Global Retirement Partners, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 21 | $2.00K | 0.00% | +15+250.0% | Added |
| Bell Investment Advisors, Inc | 21 | $2.00K | 0.00% | +21 | New |
| Koshinski Asset Management, Inc. | 19 | $2.21K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 22 | $2.56K | 0.00% | +2+10.0% | Added |
| Earnest Partners LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $3.00K | 0.00% | +23 | New |
| Sutton Wealth Advisors Inc. | 31 | $3.60K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $3.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $4.65K | 0.00% | −4,777−99.2% | Reduced |
| Crescent Capital Consulting, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $5.00K | 0.00% | +20+80.0% | Added |
| Edge Wealth Management LLC | 39 | $5.00K | 0.00% | +39 | New |
| Sugarloaf Wealth Management, LLC | 54 | $6.00K | 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 |
| Front Row Advisors LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Loomis Sayles & Co L P | 73 | $8.00K | 0.00% | −24−24.7% | Reduced |
| Farmers & Merchants Investments Inc | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 73 | $8.00K | 0.00% | +73 | New |
| Rockbridge Investment Management, LCC | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 96 | $11.0K | 0.00% | +41+74.5% | Added |
| Denali Advisors LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $12.0K | 0.01% | +100 | New |
| Tradition Wealth Management, LLC | 100 | $12.0K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 109 | $13.0K | 0.00% | +1+0.9% | Added |
| Fieldpoint Private Securities, LLC | 123 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 112 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 120 | $14.0K | 0.00% | +120 | New |
| Smithfield Trust Co | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 137 | $16.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $19.0K | 0.01% | −3−1.8% | Reduced |
| Versant Capital Management, Inc | 169 | $20.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 196 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 219 | $25.0K | 0.00% | +71+48.0% | Added |
| Brown Brothers Harriman & Co | 235 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 238 | $27.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 237 | $28.0K | 0.00% | −14−5.6% | Reduced |
| Tarbox Family Office, Inc. | 239 | $28.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 255 | $28.0K | 0.00% | +31+13.8% | Added |
| Leonteq Securities AG | 241 | $28.0K | 0.00% | +241 | New |
| American Portfolios Advisors | 258 | $30.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 263 | $31.0K | 0.00% | +263 | New |
| Signaturefd, LLC | 287 | $33.0K | 0.00% | −1−0.3% | Reduced |
| TD Private Client Wealth LLC | 287 | $33.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 289 | $34.0K | 0.00% | −23−7.4% | Reduced |
| Spire Wealth Management | 292 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 291 | $34.0K | 0.00% | +291 | New |
| NuWave Investment Management, LLC | 300 | $35.0K | 0.04% | −2,431−89.0% | Reduced |
| FinTrust Capital Advisors, LLC | 300 | $35.0K | 0.01% | −49−14.0% | Reduced |
| NEXT Financial Group, Inc | 312 | $36.0K | 0.00% | −70−18.3% | Reduced |
| Sargent Bickham Lagudis LLC | 316 | $37.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 355 | $41.0K | 0.01% | −42−10.6% | Reduced |
| Quadrant Capital Group LLC | 357 | $42.0K | 0.01% | +1+0.3% | Added |
| Bessemer Group Inc | 384 | $45.0K | 0.00% | +62+19.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $47.0K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 450 | $52.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 453 | $53.0K | 0.01% | −25−5.2% | Reduced |
| DuPont Capital Management Corp | 486 | $57.0K | 0.00% | −12,767−96.3% | Reduced |
| Rosenberg Matthew Hamilton | 488 | $57.0K | 0.02% | +488 | New |
| Resources Management Corp | 500 | $58.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 508 | $59.0K | 0.00% | −4−0.8% | Reduced |
| Meeder Asset Management Inc | 565 | $66.0K | 0.00% | −26−4.4% | Reduced |
| Sierra Capital LLC | 586 | $68.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 609 | $71.0K | 0.03% | −1,422−70.0% | Reduced |
| Geneos Wealth Management Inc. | 621 | $72.0K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 702 | $82.0K | 0.02% | −102−12.7% | Reduced |
| Reilly Financial Advisors, LLC | 722 | $84.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 828 | $96.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 825 | $96.0K | 0.02% | +525+175.0% | Added |
| Harvest Fund Management Co., Ltd | 859 | $99.0K | 0.02% | +377+78.2% | Added |
| Highlander Capital Management, LLC | 900 | $105.0K | 0.05% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 957 | $111.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,452 | $115.0K | 0.13% | +1,452 | New |
| Creative Financial Designs Inc | 1,061 | $123.0K | 0.02% | +78+7.9% | Added |
| Capitolis Advisors LLC | 1,183 | $132.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 1,155 | $134.0K | 0.00% | +4+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,200 | $140.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,206 | $140.0K | 0.00% | +43+3.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,269 | $148.0K | 0.01% | 00.0% | Unchanged |