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, Q1 2023
Institutional positions in Davita Inc. as of Mar 31, 2023. 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
- 442
- +5 vs. Q4 2022
- Shares held
- 77.9M
- −76.0K (−0.1%) vs. Q4 2022
- Total value
- $6.32B
- +$494.9M (+8.5%) vs. Q4 2022
- New holders
- 45
- 155 more added
- Sold out
- 40
- 161 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Resources Management Corp | 5 | $0 | 0.00% | −295−98.3% | Reduced |
| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $81 | 0.00% | – | – |
| Sutton Wealth Advisors Inc. | 2 | $162 | 0.00% | −6−75.0% | Reduced |
| Sofos Investments, Inc. | 81 | $210 | 0.01% | +81 | New |
| Core Alternative Capital | 4 | $324 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $406 | 0.00% | −5−50.0% | Reduced |
| Bell Investment Advisors, Inc | 7 | $568 | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 8 | $649 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $1.00K | 0.00% | −67−85.9% | Reduced |
| MCF Advisors LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $1.14K | 0.00% | −4−22.2% | Reduced |
| MV Capital Management, Inc. | 14 | $1.14K | 0.00% | +8+133.3% | Added |
| Raffa Wealth Management, LLC | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $1.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $1.62K | 0.00% | −21−51.2% | Reduced |
| Column Capital Advisors, LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $1.62K | 0.00% | +1+5.3% | Added |
| AdvisorNet Financial, Inc | 21 | $1.70K | 0.00% | +2+10.5% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.70K | 0.00% | −26−55.3% | Reduced |
| Earnest Partners LLC | 23 | $1.87K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 29 | $2.35K | 0.00% | +1+3.6% | Added |
| Abound Wealth Management | 30 | $2.43K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 47 | $3.00K | 0.00% | +16+51.6% | Added |
| RFP Financial Group LLC | 39 | $3.16K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $3.24K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 41 | $3.33K | 0.00% | +12+41.4% | Added |
| Schubert & Co | 43 | $3.49K | 0.00% | +22+104.8% | Added |
| Glassman Wealth Services | 47 | $3.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $3.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $4.00K | 0.00% | +15+42.9% | Added |
| TD Waterhouse Canada Inc. | 51 | $4.17K | 0.00% | −71−58.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 54 | $4.38K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 68 | $5.51K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $6.00K | 0.00% | +15+25.0% | Added |
| Bank of New Hampshire | 75 | $6.08K | 0.00% | −15−16.7% | Reduced |
| Private Trust Co NA | 75 | $6.08K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $6.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $6.08K | 0.00% | +27+56.3% | Added |
| Huntington National Bank | 85 | $6.89K | 0.00% | +71+507.1% | Added |
| Massmutual Trust Co FSB | 86 | $6.97K | 0.00% | +39+83.0% | Added |
| Global Retirement Partners, LLC | 80 | $7.05K | 0.00% | +11+15.9% | Added |
| Tradition Wealth Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $8.11K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $8.11K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 110 | $8.92K | 0.00% | −2−1.8% | Reduced |
| Clear Street Markets LLC | 109 | $9.00K | 0.00% | −3,959−97.3% | Reduced |
| Horizon Bancorp Inc | 116 | $9.00K | 0.01% | −75−39.3% | Reduced |
| Salem Investment Counselors Inc | 126 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 127 | $10.3K | 0.00% | +1+0.8% | Added |
| Sunbelt Securities, Inc. | 143 | $11.4K | 0.00% | +143 | New |
| First Manhattan Co | 163 | $13.2K | 0.00% | −75−31.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $13.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $13.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 177 | $14.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 180 | $14.6K | 0.00% | +99+122.2% | Added |
| Atlas Capital Advisors LLC | 186 | $15.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 187 | $15.2K | 0.01% | +187 | New |
| FinTrust Capital Advisors, LLC | 208 | $15.5K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 197 | $16.0K | 0.00% | +197 | New |
| Desjardins Global Asset Management Inc. | 203 | $16.0K | 0.00% | +203 | New |
| Quarry LP | 244 | $19.8K | 0.01% | +244 | New |
| Ronald Blue Trust, Inc. | 270 | $20.0K | 0.00% | +97+56.1% | Added |
| Adirondack Trust Co | 260 | $21.1K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 294 | $23.8K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 306 | $24.8K | 0.01% | −2,107−87.3% | Reduced |
| Lindbrook Capital, LLC | 343 | $27.8K | 0.00% | +61+21.6% | Added |
| Parkside Financial Bank & Trust | 345 | $28.0K | 0.01% | +23+7.1% | Added |
| Loomis Sayles & Co L P | 359 | $29.0K | 0.00% | −102−22.1% | Reduced |
| Bokf, NA | 367 | $29.8K | 0.00% | −3,886−91.4% | Reduced |
| Sentry Investment Management LLC | 371 | $30.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 390 | $31.6K | 0.00% | +12+3.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $32.4K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 413 | $33.0K | 0.01% | −1,122−73.1% | Reduced |
| Baker Avenue Asset Management, LP | 410 | $33.3K | 0.00% | +410 | New |
| Cubist Systematic Strategies, LLC | 413 | $33.5K | 0.00% | +345+507.4% | Added |
| Bessemer Group Inc | 445 | $36.0K | 0.00% | +158+55.1% | Added |
| Duncker Streett & Co Inc | 450 | $36.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 552 | $37.0K | 0.00% | −359−39.4% | Reduced |
| Mirova | 523 | $42.4K | 0.01% | +523 | New |
| AlphaMark Advisors, LLC | 528 | $43.0K | 0.02% | +210+66.0% | Added |
| ING Groep NV | 539 | $43.7K | 0.00% | −2,528−82.4% | Reduced |
| Rosenberg Matthew Hamilton | 558 | $45.3K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 593 | $48.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 613 | $49.7K | 0.00% | +95+18.3% | Added |
| Tower Research Capital LLC (TRC) | 613 | $50.0K | 0.00% | −985−61.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 650 | $52.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 707 | $57.3K | 0.00% | +42+6.3% | Added |
| Quadrant Capital Group LLC | 764 | $62.0K | 0.01% | +303+65.7% | Added |
| Ameritas Investment Partners, Inc. | 786 | $63.8K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $64.9K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 830 | $67.0K | 0.00% | +364+78.1% | Added |
| Ellevest, Inc. | 849 | $68.9K | 0.01% | +786+1,247.6% | Added |
| Highlander Capital Management, LLC | 900 | $73.0K | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 920 | $74.6K | 0.00% | −4,441−82.8% | Reduced |
| Covestor Ltd | 953 | $77.0K | 0.07% | +184+23.9% | Added |