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 |
|---|---|---|---|---|---|
| Adirondack Trust Co | 260 | $26.5K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 231 | $23.2K | 0.00% | +231 | New |
| Desjardins Global Asset Management Inc. | 203 | $20.4K | 0.00% | 00.0% | Unchanged |
| Mirova | 194 | $19.5K | 0.00% | −329−62.9% | Reduced |
| EverSource Wealth Advisors, LLC | 191 | $19.2K | 0.00% | +11+6.1% | Added |
| ZRC Wealth Management, LLC | 187 | $18.8K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 177 | $17.8K | 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 |
| First Manhattan Co | 163 | $16.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 158 | $15.9K | 0.00% | +158 | New |
| FinTrust Capital Advisors, LLC | 208 | $15.5K | 0.00% | 00.0% | Unchanged |
| 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 |
| Farther Finance Advisors, LLC | 138 | $13.9K | 0.00% | +11+8.7% | Added |
| Salem Investment Counselors Inc | 126 | $12.7K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 122 | $12.3K | 0.01% | +122 | New |
| Huntington National Bank | 117 | $11.8K | 0.00% | +32+37.6% | Added |
| Quarry LP | 110 | $11.1K | 0.01% | −134−54.9% | Reduced |
| Godsey & Gibb Associates | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Venturi Wealth Management, LLC | 99 | $9.95K | 0.00% | −98−49.7% | Reduced |
| Federated Hermes, Inc. | 90 | $9.04K | 0.00% | −1,319−93.6% | Reduced |
| Massmutual Trust Co FSB | 84 | $8.44K | 0.00% | −2−2.3% | Reduced |
| Global Retirement Partners, LLC | 80 | $8.04K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 76 | $8.00K | 0.00% | +65+590.9% | Added |
| IFP Advisors, Inc | 119 | $7.98K | 0.00% | −433−78.4% | Reduced |
| Allworth Financial LP | 75 | $7.54K | 0.00% | 00.0% | Unchanged |
| 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 |
| Clear Street Markets LLC | 72 | $7.00K | 0.00% | −37−33.9% | Reduced |
| Bokf, NA | 66 | $6.63K | 0.00% | −301−82.0% | Reduced |
| First Capital Advisors Group, LLC. | 61 | $6.13K | 0.00% | +61 | New |
| Capital Advisors, Ltd. LLC | 56 | $6.00K | 0.00% | +6+12.0% | Added |
| Sunbelt Securities, Inc. | 58 | $5.83K | 0.00% | −85−59.4% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $5.43K | 0.00% | +33+157.1% | Added |
| Sugarloaf Wealth Management, LLC | 54 | $5.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $4.82K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $4.72K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $4.22K | 0.00% | +42 | New |
| Kelly Financial Services LLC | 40 | $4.02K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $3.92K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $3.72K | 0.00% | +7+23.3% | 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 |
| SJS Investment Consulting Inc. | 24 | $2.41K | 0.00% | +4+20.0% | Added |
| Earnest Partners LLC | 23 | $2.31K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $2.21K | 0.00% | +8+57.1% | Added |
| AdvisorNet Financial, Inc | 22 | $2.21K | 0.00% | +1+4.8% | Added |
| 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 |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $1.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.71K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $1.31K | 0.00% | +8+160.0% | Added |
| 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 |
| Trifecta Capital Advisors, LLC | 8 | $804 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $704 | 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 |
| Sutton Wealth Advisors Inc. | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −276,175−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −261,402−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −121,081−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −65,535−100.0% | Sold out |
| Settian Capital LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,024−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −13,239−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,880−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −10,437−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −8,913−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −9,121−100.0% | Sold out |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −8,147−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,089−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −4,496−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −4,285−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,997−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1,377−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Horizon Bancorp Inc | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |