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, Q4 2022
Institutional positions in Davita Inc. as of Dec 31, 2022. 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
- 445
- +11 vs. Q3 2022
- Shares held
- 78.0M
- −1.42M (−1.8%) vs. Q3 2022
- Total value
- $5.83B
- −$748.5M (−11.4%) vs. Q3 2022
- New holders
- 64
- 144 more added
- Sold out
- 53
- 170 more reduced
8 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $149 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $149 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $299 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 6 | $448 | 0.00% | −31−83.8% | Reduced |
| Sutton Wealth Advisors Inc. | 8 | $597 | 0.00% | −23−74.2% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $597 | 0.00% | +8 | New |
| Zions Bancorporation, N.A. | 10 | $747 | 0.00% | −1−9.1% | Reduced |
| MCF Advisors LLC | 13 | $971 | 0.00% | +5+62.5% | Added |
| Baystate Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $1.00K | 0.00% | +12 | New |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Huntington National Bank | 14 | $1.04K | 0.00% | −6−30.0% | Reduced |
| Crewe Advisors LLC | 15 | $1.12K | 0.00% | −56−78.9% | Reduced |
| Raffa Wealth Management, LLC | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $1.34K | 0.00% | −5−21.7% | Reduced |
| Boyd Watterson Asset Management LLC | 18 | $1.34K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 19 | $1.42K | 0.00% | +2+11.8% | Added |
| AdvisorNet Financial, Inc | 19 | $1.42K | 0.00% | +19 | New |
| Column Capital Advisors, LLC | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 21 | $1.57K | 0.00% | −51−70.8% | Reduced |
| Earnest Partners LLC | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 31 | $2.00K | 0.00% | +31 | New |
| TCI Wealth Advisors, Inc. | 28 | $2.09K | 0.00% | −18−39.1% | Reduced |
| First Horizon Advisors, Inc. | 29 | $2.17K | 0.00% | −10−25.6% | Reduced |
| Abound Wealth Management | 30 | $2.24K | 0.00% | +26+650.0% | Added |
| My Personal CFO, LLC | 34 | $2.54K | 0.00% | +34 | New |
| RFP Financial Group LLC | 39 | $2.91K | 0.00% | +39 | New |
| Kelly Financial Services LLC | 40 | $2.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $3.00K | 0.00% | +14+66.7% | Added |
| Colonial Trust Advisors | 41 | $3.06K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 47 | $3.51K | 0.00% | −17−26.6% | Reduced |
| Glassman Wealth Services | 47 | $3.51K | 0.00% | +8+20.5% | Added |
| Allworth Financial LP | 48 | $3.58K | 0.00% | +1+2.1% | Added |
| Prestige Wealth Management Group LLC | 48 | $3.58K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 47 | $4.00K | 0.00% | −51−52.0% | Reduced |
| Front Row Advisors LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $4.03K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 63 | $4.70K | 0.00% | −309−83.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 68 | $5.08K | 0.00% | −46,680−99.9% | Reduced |
| Belpointe Asset Management LLC | 68 | $5.08K | 0.00% | +68 | New |
| Global Retirement Partners, LLC | 69 | $5.15K | 0.00% | +1+1.5% | Added |
| Farmers & Merchants Investments Inc | 75 | $5.60K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 78 | $6.00K | 0.00% | −5−6.0% | Reduced |
| Private Trust Co NA | 75 | $6.00K | 0.00% | +11+17.2% | Added |
| EverSource Wealth Advisors, LLC | 81 | $6.05K | 0.00% | +35+76.1% | Added |
| Tradition Wealth Management, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $7.47K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 112 | $8.36K | 0.00% | +2+1.8% | Added |
| TD Waterhouse Canada Inc. | 122 | $9.13K | 0.00% | +71+139.2% | Added |
| Salem Investment Counselors Inc | 126 | $9.41K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 126 | $9.41K | 0.00% | +126 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $12.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 177 | $13.2K | 0.00% | −9,605−98.2% | Reduced |
| Atlas Capital Advisors LLC | 186 | $13.9K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 191 | $14.0K | 0.01% | +191 | New |
| Ronald Blue Trust, Inc. | 173 | $15.0K | 0.00% | +5+3.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 198 | $15.0K | 0.00% | +198 | New |
| FinTrust Capital Advisors, LLC | 208 | $15.5K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 223 | $17.0K | 0.00% | +223 | New |
| Brown Brothers Harriman & Co | 235 | $17.5K | 0.00% | −162−40.8% | Reduced |
| First Manhattan Co | 238 | $17.8K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 256 | $19.1K | 0.02% | 00.0% | Unchanged |
| Adirondack Trust Co | 260 | $19.4K | 0.01% | +100+62.5% | Added |
| Lindbrook Capital, LLC | 282 | $21.1K | 0.00% | +210+291.7% | Added |
| AIA Group Ltd | 294 | $22.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $22.0K | 0.00% | −200−40.0% | Reduced |
| Bessemer Group Inc | 287 | $22.0K | 0.00% | −92−24.3% | Reduced |
| Sargent Bickham Lagudis LLC | 300 | $22.4K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 318 | $24.0K | 0.01% | +218+218.0% | Added |
| Parkside Financial Bank & Trust | 322 | $24.0K | 0.01% | −186−36.6% | Reduced |
| Money Concepts Capital Corp | 334 | $24.9K | 0.00% | +39+13.2% | Added |
| Sentry Investment Management LLC | 371 | $28.0K | 0.01% | +144+63.4% | Added |
| TD Private Client Wealth LLC | 378 | $28.2K | 0.00% | +173+84.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $29.9K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 450 | $33.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 461 | $34.0K | 0.00% | +439+1,995.5% | Added |
| Quadrant Capital Group LLC | 461 | $34.4K | 0.00% | +35+8.2% | Added |
| CWM, LLC | 466 | $35.0K | 0.00% | −553−54.3% | Reduced |
| Signaturefd, LLC | 518 | $38.7K | 0.00% | +42+8.8% | Added |
| Rosenberg Matthew Hamilton | 558 | $41.7K | 0.01% | +70+14.3% | Added |
| Sierra Capital LLC | 586 | $44.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 593 | $44.3K | 0.01% | −1,121−65.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 650 | $48.5K | 0.00% | +650 | New |
| Parallel Advisors, LLC | 665 | $49.7K | 0.00% | −70−9.5% | Reduced |
| Colonial Trust Co | 700 | $52.3K | 0.01% | +700 | New |
| Leonteq Securities AG | 718 | $53.6K | 0.00% | +452+169.9% | Added |
| Covestor Ltd | 769 | $57.0K | 0.05% | −140−15.4% | Reduced |
| First Community Trust NA | 800 | $60.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 786 | $63.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 900 | $67.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 911 | $68.0K | 0.00% | −711−43.8% | Reduced |
| Creative Financial Designs Inc | 1,042 | $77.8K | 0.01% | −12−1.1% | Reduced |
| Estabrook Capital Management | 1,325 | $98.9K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 1,350 | $100.8K | 0.02% | −105−7.2% | Reduced |
| North Star Investment Management Corp. | 1,395 | $104.2K | 0.01% | +5+0.4% | Added |