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 2023
Institutional positions in Davita Inc. as of Jun 30, 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
- 471
- +29 vs. Q1 2023
- Shares held
- 78.3M
- +382.4K (+0.5%) vs. Q1 2023
- Total value
- $7.86B
- +$1.54B (+24.3%) vs. Q1 2023
- New holders
- 66
- 147 more added
- Sold out
- 37
- 172 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 2 | $201 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $503 | 0.00% | +1+25.0% | Added |
| Wolff Wiese Magana LLC | 5 | $503 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $704 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $804 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 13 | $1.00K | 0.00% | −400−96.9% | Reduced |
| SkyView Investment Advisors, LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Zions Bancorporation, N.A. | 13 | $1.31K | 0.00% | +8+160.0% | Added |
| MCF Advisors LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.71K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $1.81K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $2.01K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 20 | $2.01K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $2.01K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $2.01K | 0.00% | +6+42.9% | Added |
| AdvisorNet Financial, Inc | 22 | $2.21K | 0.00% | +1+4.8% | Added |
| MV Capital Management, Inc. | 22 | $2.21K | 0.00% | +8+57.1% | Added |
| Earnest Partners LLC | 23 | $2.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $2.41K | 0.00% | +4+20.0% | Added |
| Harbour Investments, Inc. | 35 | $3.52K | 0.00% | −75−68.2% | Reduced |
| Headlands Technologies LLC | 35 | $3.52K | 0.00% | +35 | New |
| VisionPoint Advisory Group, LLC | 35 | $3.52K | 0.00% | +35 | New |
| Abound Wealth Management | 37 | $3.72K | 0.00% | +7+23.3% | Added |
| RFP Financial Group LLC | 39 | $3.92K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $4.02K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $4.22K | 0.00% | +42 | New |
| Glassman Wealth Services | 47 | $4.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $4.82K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $5.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $5.43K | 0.00% | +33+157.1% | Added |
| Sunbelt Securities, Inc. | 58 | $5.83K | 0.00% | −85−59.4% | Reduced |
| Capital Advisors, Ltd. LLC | 56 | $6.00K | 0.00% | +6+12.0% | Added |
| First Capital Advisors Group, LLC. | 61 | $6.13K | 0.00% | +61 | New |
| Bokf, NA | 66 | $6.63K | 0.00% | −301−82.0% | Reduced |
| Clear Street Markets LLC | 72 | $7.00K | 0.00% | −37−33.9% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $7.54K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 75 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $7.54K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 75 | $7.54K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 119 | $7.98K | 0.00% | −433−78.4% | Reduced |
| Front Row Advisors LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 76 | $8.00K | 0.00% | +65+590.9% | Added |
| Global Retirement Partners, LLC | 80 | $8.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 84 | $8.44K | 0.00% | −2−2.3% | Reduced |
| Federated Hermes, Inc. | 90 | $9.04K | 0.00% | −1,319−93.6% | Reduced |
| Venturi Wealth Management, LLC | 99 | $9.95K | 0.00% | −98−49.7% | Reduced |
| Loomis Sayles & Co L P | 104 | $10.0K | 0.00% | −255−71.0% | Reduced |
| Tradition Wealth Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 110 | $11.1K | 0.01% | −134−54.9% | Reduced |
| Huntington National Bank | 117 | $11.8K | 0.00% | +32+37.6% | Added |
| West Tower Group, LLC | 122 | $12.3K | 0.01% | +122 | New |
| Salem Investment Counselors Inc | 126 | $12.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 138 | $13.9K | 0.00% | +11+8.7% | Added |
| AlphaMark Advisors, LLC | 144 | $14.0K | 0.01% | −384−72.7% | Reduced |
| Ronald Blue Trust, Inc. | 176 | $14.0K | 0.00% | −94−34.8% | Reduced |
| FinTrust Capital Advisors, LLC | 208 | $15.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 158 | $15.9K | 0.00% | +158 | New |
| First Manhattan Co | 163 | $16.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $17.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 177 | $17.8K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 187 | $18.8K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 191 | $19.2K | 0.00% | +11+6.1% | Added |
| Mirova | 194 | $19.5K | 0.00% | −329−62.9% | Reduced |
| Desjardins Global Asset Management Inc. | 203 | $20.4K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 231 | $23.2K | 0.00% | +231 | New |
| Adirondack Trust Co | 260 | $26.5K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $30.0K | 0.00% | +295+5,900.0% | Added |
| Denali Advisors LLC | 306 | $30.7K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 308 | $30.9K | 0.00% | +308 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 305 | $31.0K | 0.00% | −19,551−98.5% | Reduced |
| V-Square Quantitative Management LLC | 329 | $33.1K | 0.02% | +329 | New |
| TD Waterhouse Canada Inc. | 351 | $35.3K | 0.00% | +300+588.2% | Added |
| Lindbrook Capital, LLC | 355 | $35.7K | 0.00% | +12+3.5% | Added |
| Penserra Capital Management LLC | 359 | $36.0K | 0.00% | +359 | New |
| Sentry Investment Management LLC | 371 | $37.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $40.2K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 419 | $42.1K | 0.01% | +74+21.4% | Added |
| Simplex Trading, LLC | 432 | $43.0K | 0.00% | +432 | New |
| Duncker Streett & Co Inc | 450 | $45.2K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 452 | $45.4K | 0.00% | −2,581−85.1% | Reduced |
| TD Private Client Wealth LLC | 462 | $46.4K | 0.00% | +72+18.5% | Added |
| Bessemer Group Inc | 471 | $47.0K | 0.00% | +26+5.8% | Added |
| Rosenberg Matthew Hamilton | 558 | $56.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 593 | $59.6K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 689 | $69.2K | 0.00% | −18−2.5% | Reduced |
| Quadrant Capital Group LLC | 703 | $70.6K | 0.01% | −61−8.0% | Reduced |
| Central Trust Co | 749 | $75.3K | 0.00% | +749 | New |
| Covestor Ltd | 753 | $76.0K | 0.06% | −200−21.0% | Reduced |
| Ameritas Investment Partners, Inc. | 786 | $79.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 800 | $80.4K | 0.09% | 00.0% | Unchanged |
| Signaturefd, LLC | 877 | $88.1K | 0.00% | +264+43.1% | Added |
| Highlander Capital Management, LLC | 900 | $90.0K | 0.04% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 916 | $92.0K | 0.00% | +916 | New |
| CWM, LLC | 1,010 | $101.0K | 0.00% | +180+21.7% | Added |
| First Horizon Advisors, Inc. | 1,024 | $102.9K | 0.00% | +983+2,397.6% | Added |