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 |
|---|---|---|---|---|---|
| Acorn Financial Advisory Services Inc | 4,904 | $463.6K | 0.08% | −291−5.6% | Reduced |
| Kinneret Advisory, LLC | 4,902 | $463.4K | 0.06% | −3−0.1% | Reduced |
| ABLE Financial Group, LLC | 4,891 | $462.3K | 0.23% | +4,891 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,876 | $460.9K | 0.01% | −14−0.3% | Reduced |
| Radnor Capital Management, LLC | 4,800 | $454.0K | 0.09% | +300+6.7% | Added |
| Assenagon Asset Management S.A. | 4,768 | $450.7K | 0.00% | −8,318−63.6% | Reduced |
| MAI Capital Management | 4,651 | $439.7K | 0.01% | −317−6.4% | Reduced |
| Captrust Financial Advisors | 4,638 | $438.4K | 0.00% | −4,074−46.8% | Reduced |
| Daiwa Securities Group Inc. | 4,631 | $438.0K | 0.00% | +144+3.2% | Added |
| Natixis | 4,481 | $423.6K | 0.00% | +4,481 | New |
| Mackenzie Financial Corp | 4,438 | $415.9K | 0.00% | −9,498−68.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,390 | $415.0K | 0.01% | +200+4.8% | Added |
| Coastline Trust Co | 4,380 | $414.0K | 0.06% | −1,040−19.2% | Reduced |
| Kentucky Retirement Systems | 4,376 | $413.7K | 0.01% | −72−1.6% | Reduced |
| Element Capital Management LLC | 4,374 | $413.5K | 0.04% | −2,604−37.3% | Reduced |
| Maryland State Retirement & Pension System | 4,370 | $413.1K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 4,325 | $408.8K | 0.00% | +98+2.3% | Added |
| Hartford Investment Management Co | 4,145 | $391.8K | 0.02% | −235−5.4% | Reduced |
| Commerce Bank | 4,130 | $390.4K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 4,118 | $389.3K | 0.00% | −3,792−47.9% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,100 | $387.6K | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 4,094 | $387.0K | 0.02% | +623+17.9% | Added |
| Stevens Capital Management LP | 4,090 | $387.0K | 0.11% | +4,090 | New |
| Cetera Investment Advisers | 4,078 | $385.5K | 0.00% | +979+31.6% | Added |
| Burney Co | 3,954 | $373.8K | 0.02% | −928−19.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 3,950 | $373.4K | 0.01% | −140−3.4% | Reduced |
| Ieq Capital, LLC | 3,878 | $366.5K | 0.01% | +3,878 | New |
| Savant Capital, LLC | 3,840 | $363.0K | 0.01% | +275+7.7% | Added |
| Securian Asset Management, Inc | 3,822 | $361.3K | 0.01% | −569−13.0% | Reduced |
| JustInvest LLC | 3,754 | $354.8K | 0.01% | +54+1.5% | Added |
| M&T Bank Corp | 3,603 | $341.0K | 0.00% | −45−1.2% | Reduced |
| Advisor Partners II, LLC | 3,566 | $337.1K | 0.01% | −179−4.8% | Reduced |
| Pathstone Family Office, LLC | 3,555 | $336.1K | 0.00% | +3,555 | New |
| Park Avenue Securities LLC | 3,516 | $332.0K | 0.01% | +3,516 | New |
| Bridgecreek Investment Management, LLC | 3,500 | $330.9K | 0.07% | 00.0% | Unchanged |
| State of Wyoming | 3,495 | $330.4K | 0.07% | +770+28.3% | Added |
| Atria Wealth Solutions, Inc. | 3,444 | $325.6K | 0.00% | −143−4.0% | Reduced |
| Advisors Asset Management, Inc. | 3,369 | $318.5K | 0.01% | +916+37.3% | Added |
| Louisiana State Employees Retirement System | 3,300 | $311.9K | 0.01% | −100−2.9% | Reduced |
| Fifth Third Bancorp | 3,298 | $311.8K | 0.00% | −6−0.2% | Reduced |
| John W. Brooker & Co., CPAs | 3,266 | $308.7K | 0.20% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,185 | $301.1K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 3,165 | $299.1K | 0.05% | +1,870+144.4% | Added |
| Eqis Capital Management, Inc. | 3,158 | $298.6K | 0.04% | +3,158 | New |
| Cullen/Frost Bankers, Inc. | 3,050 | $288.3K | 0.01% | +400+15.1% | Added |
| NWF Advisory Services Inc. | 3,029 | $286.3K | 0.07% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,000 | $283.6K | 0.01% | −3,000−50.0% | Reduced |
| Pictet & Cie (Europe) SA | 3,000 | $283.6K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,990 | $282.6K | 0.10% | +2,990 | New |
| HighTower Advisors, LLC | 2,989 | $281.0K | 0.00% | −1,851−38.2% | Reduced |
| CIBC World Markets Corp | 2,972 | $280.9K | 0.00% | −3,512−54.2% | Reduced |
| Virtus Investment Advisers, Inc. | 2,949 | $278.8K | 0.19% | −344−10.4% | Reduced |
| WSFS Capital Management, LLC | 2,900 | $274.1K | 0.02% | +2,900 | New |
| New Mexico Educational Retirement Board | 2,886 | $273.0K | 0.01% | +200+7.4% | Added |
| Shelton Capital Management | 2,882 | $272.4K | 0.01% | +2,882 | New |
| Wealth Enhancement Advisory Services, LLC | 2,818 | $266.4K | 0.00% | +2,818 | New |
| Achmea Investment Management B.V. | 2,807 | $266.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,771 | $261.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 2,764 | $261.3K | 0.04% | +2,764 | New |
| Veriti Management LLC | 2,716 | $256.7K | 0.03% | +130+5.0% | Added |
| Dynamic Advisor Solutions LLC | 2,712 | $256.4K | 0.01% | −83−3.0% | Reduced |
| E. Ohman J:or Asset Management AB | 2,700 | $255.2K | 0.01% | −700−20.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 2,688 | $254.1K | 0.03% | −5,254−66.2% | Reduced |
| Keybank National Association | 2,670 | $252.4K | 0.00% | −132−4.7% | Reduced |
| Hollencrest Capital Management | 2,589 | $244.7K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,581 | $244.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,478 | $234.2K | 0.00% | +407+19.7% | Added |
| Harvest Fund Management Co., Ltd | 2,464 | $233.0K | 0.04% | +125+5.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,457 | $232.3K | 0.00% | +2,457 | New |
| Blair William & Co | 2,450 | $231.6K | 0.00% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 2,445 | $231.1K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,358 | $222.9K | 0.04% | +723+44.2% | Added |
| National Asset Management, Inc. | 2,308 | $218.2K | 0.01% | +207+9.9% | Added |
| Qsemble Capital Management, LP | 2,300 | $217.4K | 0.04% | −100−4.2% | Reduced |
| V-Square Quantitative Management LLC | 2,299 | $217.3K | 0.10% | +1,970+598.8% | Added |
| Symmetry Partners, LLC | 2,294 | $217.0K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,238 | $211.6K | 0.10% | +2,238 | New |
| Metropolitan Life Insurance Co | 2,227 | $210.5K | 0.01% | −184−7.6% | Reduced |
| Leonteq Securities AG | 2,209 | $208.8K | 0.02% | +1,757+388.7% | Added |
| Anchor Investment Management, LLC | 2,200 | $208.0K | 0.03% | −300−12.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,172 | $205.3K | 0.00% | +2,172 | New |
| Tokio Marine Asset Management Co Ltd | 2,124 | $200.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,766 | $166.9K | 0.08% | −216−10.9% | Reduced |
| Banque Cantonale Vaudoise | 1,745 | $165.0K | 0.01% | −186−9.6% | Reduced |
| Creative Financial Designs Inc | 1,739 | $164.4K | 0.02% | −75−4.1% | Reduced |
| Ci Investments Inc. | 1,729 | $163.0K | 0.00% | +1,653+2,175.0% | Added |
| Point72 Asset Management, L.P. | 1,716 | $162.2K | 0.00% | −104,298−98.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,701 | $160.8K | 0.00% | −43−2.5% | Reduced |
| Clearstead Advisors, LLC | 1,500 | $141.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,448 | $136.9K | 0.00% | +699+93.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,435 | $135.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1,395 | $131.9K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,339 | $126.6K | 0.00% | −50−3.6% | Reduced |
| Estabrook Capital Management | 1,325 | $125.3K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 1,302 | $123.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,290 | $122.0K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 1,286 | $122.0K | 0.00% | +981+321.6% | Added |
| Tacita Capital Inc | 1,250 | $118.2K | 0.09% | +1,250 | New |
| Federated Hermes, Inc. | 1,246 | $117.8K | 0.00% | +1,156+1,284.4% | Added |
| CWM, LLC | 1,123 | $106.0K | 0.00% | +113+11.2% | Added |