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 2023
Institutional positions in Davita Inc. as of Sep 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
- 505
- +37 vs. Q2 2023
- Shares held
- 79.2M
- +931.5K (+1.2%) vs. Q2 2023
- Total value
- $7.50B
- −$358.3M (−4.6%) vs. Q2 2023
- New holders
- 73
- 158 more added
- Sold out
- 36
- 183 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 11 | $0 | 0.00% | +5+83.3% | Added |
| WestEnd Advisors, LLC | 1 | $95 | 0.00% | +1 | New |
| Bokf, NA | 2 | $154 | 0.00% | −64−97.0% | Reduced |
| Sutton Wealth Advisors Inc. | 2 | $189 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $189 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $301 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $379 | 0.00% | −1−20.0% | Reduced |
| Sofos Investments, Inc. | 4 | $403 | 0.00% | +4 | New |
| Column Capital Advisors, LLC | 5 | $473 | 0.00% | −15−75.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $567 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 7 | $662 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $757 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $1.14K | 0.00% | +12 | New |
| MCF Advisors LLC | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $1.70K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19 | $1.80K | 0.00% | −1−5.0% | Reduced |
| Baystate Wealth Management LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $1.99K | 0.00% | −1−4.5% | Reduced |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 23 | $2.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $2.27K | 0.00% | +2+9.1% | Added |
| SJS Investment Consulting Inc. | 27 | $2.55K | 0.00% | +3+12.5% | Added |
| Harbour Investments, Inc. | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 35 | $3.33K | 0.00% | +35 | New |
| Abound Wealth Management | 37 | $3.50K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $3.69K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $3.78K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $4.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $4.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $4.73K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 50 | $5.00K | 0.00% | +50 | New |
| Sugarloaf Wealth Management, LLC | 54 | $5.11K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 58 | $5.48K | 0.00% | +58 | New |
| Sunbelt Securities, Inc. | 58 | $5.48K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 60 | $5.67K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 63 | $5.96K | 0.00% | +9+16.7% | Added |
| Hexagon Capital Partners LLC | 69 | $6.52K | 0.00% | +69 | New |
| Allworth Financial LP | 71 | $6.71K | 0.00% | −4−5.3% | Reduced |
| Global Retirement Partners, LLC | 76 | $7.08K | 0.00% | −4−5.0% | Reduced |
| Front Row Advisors LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $7.75K | 0.00% | +82 | New |
| Steward Financial Group LLC | 85 | $8.00K | 0.00% | +85 | New |
| Tradition Wealth Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 99 | $9.36K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $9.55K | 0.00% | +17+20.2% | Added |
| Raleigh Capital Management Inc. | 106 | $10.0K | 0.01% | +106 | New |
| Huntington National Bank | 116 | $11.0K | 0.00% | −1−0.9% | Reduced |
| Desjardins Global Asset Management Inc. | 125 | $11.8K | 0.00% | −78−38.4% | Reduced |
| Salem Investment Counselors Inc | 126 | $11.9K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 136 | $13.0K | 0.00% | +32+30.8% | Added |
| Farther Finance Advisors, LLC | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 150 | $14.2K | 0.00% | +150 | New |
| IFP Advisors, Inc | 158 | $15.0K | 0.00% | +39+32.8% | Added |
| Adirondack Trust Co | 160 | $15.1K | 0.01% | −100−38.5% | Reduced |
| Private Trust Co NA | 161 | $15.2K | 0.00% | +86+114.7% | Added |
| First Manhattan Co | 163 | $15.4K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $16.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 178 | $16.8K | 0.00% | +1+0.6% | Added |
| EverSource Wealth Advisors, LLC | 187 | $17.7K | 0.00% | −4−2.1% | Reduced |
| ZRC Wealth Management, LLC | 187 | $17.7K | 0.02% | 00.0% | Unchanged |
| Denali Advisors LLC | 206 | $19.5K | 0.01% | −100−32.7% | Reduced |
| Ronald Blue Trust, Inc. | 199 | $20.0K | 0.00% | +23+13.1% | Added |
| TD Private Client Wealth LLC | 212 | $20.0K | 0.00% | −250−54.1% | Reduced |
| Cutler Group LP | 231 | $21.0K | 0.00% | +218+1,676.9% | Added |
| Proequities, Inc. | 232 | $21.9K | 0.00% | +74+46.8% | Added |
| West Tower Group, LLC | 232 | $21.9K | 0.01% | +110+90.2% | Added |
| Pinnacle Bancorp, Inc. | 250 | $23.6K | 0.01% | +250 | New |
| Sentry Investment Management LLC | 299 | $28.0K | 0.01% | −72−19.4% | Reduced |
| Penserra Capital Management LLC | 299 | $28.0K | 0.00% | −60−16.7% | Reduced |
| Resources Management Corp | 300 | $28.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 351 | $33.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 360 | $34.0K | 0.00% | +360 | New |
| Lindbrook Capital, LLC | 362 | $34.2K | 0.00% | +7+2.0% | Added |
| Hanseatic Management Services Inc | 383 | $36.2K | 0.07% | +383 | New |
| Mark Sheptoff Financial Planning, LLC | 400 | $37.8K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 419 | $39.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 433 | $40.9K | 0.03% | +323+293.6% | Added |
| Duncker Streett & Co Inc | 450 | $42.5K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 495 | $46.8K | 0.01% | −98−16.5% | Reduced |
| Credit Agricole S A | 507 | $47.9K | 0.00% | +507 | New |
| Rosenberg Matthew Hamilton | 558 | $52.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 621 | $58.7K | 0.00% | −165−21.0% | Reduced |
| Parallel Advisors, LLC | 644 | $60.9K | 0.00% | −45−6.5% | Reduced |
| Covestor Ltd | 652 | $62.0K | 0.05% | −101−13.4% | Reduced |
| Quadrant Capital Group LLC | 694 | $65.6K | 0.01% | −9−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 706 | $66.7K | 0.00% | −7,228−91.1% | Reduced |
| FinTrust Capital Advisors, LLC | 712 | $67.3K | 0.01% | +504+242.3% | Added |
| Bessemer Group Inc | 740 | $70.0K | 0.00% | +269+57.1% | Added |
| First Community Trust NA | 800 | $75.6K | 0.09% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 848 | $80.2K | 0.00% | −68−7.4% | Reduced |