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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 1,120 | $105.9K | 0.00% | +812+263.6% | Added |
| Caisse de Depot Et Placement du Quebec | 1,049 | $99.2K | 0.00% | −15,201−93.5% | Reduced |
| First Horizon Advisors, Inc. | 1,015 | $95.9K | 0.00% | −9−0.9% | Reduced |
| Kapitalo Investimentos Ltda | 922 | $87.2K | 0.01% | −4,233−82.1% | Reduced |
| Signaturefd, LLC | 865 | $81.8K | 0.00% | −12−1.4% | Reduced |
| UniSuper Management Pty Ltd | 848 | $80.2K | 0.00% | −68−7.4% | Reduced |
| First Community Trust NA | 800 | $75.6K | 0.09% | 00.0% | Unchanged |
| Bessemer Group Inc | 740 | $70.0K | 0.00% | +269+57.1% | Added |
| FinTrust Capital Advisors, LLC | 712 | $67.3K | 0.01% | +504+242.3% | Added |
| Exchange Traded Concepts, LLC | 706 | $66.7K | 0.00% | −7,228−91.1% | Reduced |
| Quadrant Capital Group LLC | 694 | $65.6K | 0.01% | −9−1.3% | Reduced |
| Covestor Ltd | 652 | $62.0K | 0.05% | −101−13.4% | Reduced |
| Parallel Advisors, LLC | 644 | $60.9K | 0.00% | −45−6.5% | Reduced |
| Ameritas Investment Partners, Inc. | 621 | $58.7K | 0.00% | −165−21.0% | Reduced |
| Rosenberg Matthew Hamilton | 558 | $52.7K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 507 | $47.9K | 0.00% | +507 | New |
| Quent Capital, LLC | 495 | $46.8K | 0.01% | −98−16.5% | Reduced |
| Duncker Streett & Co Inc | 450 | $42.5K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 433 | $40.9K | 0.03% | +323+293.6% | Added |
| Parkside Financial Bank & Trust | 419 | $39.6K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $37.8K | 0.02% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 383 | $36.2K | 0.07% | +383 | New |
| Lindbrook Capital, LLC | 362 | $34.2K | 0.00% | +7+2.0% | Added |
| Harbor Investment Advisory, LLC | 360 | $34.0K | 0.00% | +360 | New |
| TD Waterhouse Canada Inc. | 351 | $33.4K | 0.00% | 00.0% | Unchanged |
| 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 |
| Pinnacle Bancorp, Inc. | 250 | $23.6K | 0.01% | +250 | New |
| West Tower Group, LLC | 232 | $21.9K | 0.01% | +110+90.2% | Added |
| Proequities, Inc. | 232 | $21.9K | 0.00% | +74+46.8% | Added |
| Cutler Group LP | 231 | $21.0K | 0.00% | +218+1,676.9% | Added |
| TD Private Client Wealth LLC | 212 | $20.0K | 0.00% | −250−54.1% | Reduced |
| Ronald Blue Trust, Inc. | 199 | $20.0K | 0.00% | +23+13.1% | Added |
| Denali Advisors LLC | 206 | $19.5K | 0.01% | −100−32.7% | Reduced |
| ZRC Wealth Management, LLC | 187 | $17.7K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 187 | $17.7K | 0.00% | −4−2.1% | Reduced |
| Assetmark, Inc | 178 | $16.8K | 0.00% | +1+0.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $16.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 169 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 163 | $15.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 161 | $15.2K | 0.00% | +86+114.7% | Added |
| Adirondack Trust Co | 160 | $15.1K | 0.01% | −100−38.5% | Reduced |
| IFP Advisors, Inc | 158 | $15.0K | 0.00% | +39+32.8% | Added |
| St Germain D J Co Inc | 150 | $14.2K | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 138 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 136 | $13.0K | 0.00% | +32+30.8% | Added |
| Salem Investment Counselors Inc | 126 | $11.9K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 125 | $11.8K | 0.00% | −78−38.4% | Reduced |
| Huntington National Bank | 116 | $11.0K | 0.00% | −1−0.9% | Reduced |
| Raleigh Capital Management Inc. | 106 | $10.0K | 0.01% | +106 | New |
| Massmutual Trust Co FSB | 101 | $9.55K | 0.00% | +17+20.2% | Added |
| Godsey & Gibb Associates | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 99 | $9.36K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 85 | $8.00K | 0.00% | +85 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $7.75K | 0.00% | +82 | New |
| 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 |
| Global Retirement Partners, LLC | 76 | $7.08K | 0.00% | −4−5.0% | Reduced |
| Allworth Financial LP | 71 | $6.71K | 0.00% | −4−5.3% | Reduced |
| Hexagon Capital Partners LLC | 69 | $6.52K | 0.00% | +69 | New |
| JFS Wealth Advisors, LLC | 63 | $5.96K | 0.00% | +9+16.7% | Added |
| ING Groep NV | 60 | $5.67K | 0.00% | +60 | New |
| Sunbelt Securities, Inc. | 58 | $5.48K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 58 | $5.48K | 0.00% | +58 | New |
| Sugarloaf Wealth Management, LLC | 54 | $5.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 50 | $5.00K | 0.00% | +50 | New |
| Larson Financial Group LLC | 50 | $4.73K | 0.00% | +50 | New |
| Prestige Wealth Management Group LLC | 48 | $4.54K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $4.44K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $3.78K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $3.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $3.50K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 35 | $3.33K | 0.00% | +35 | New |
| Harbour Investments, Inc. | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.55K | 0.00% | +3+12.5% | Added |
| MV Capital Management, Inc. | 24 | $2.27K | 0.00% | +2+9.1% | Added |
| Earnest Partners LLC | 23 | $2.17K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $1.99K | 0.00% | −1−4.5% | Reduced |
| Baystate Wealth Management LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19 | $1.80K | 0.00% | −1−5.0% | Reduced |
| Boyd Watterson Asset Management LLC | 18 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $1.14K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 8 | $757 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $662 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $567 | 0.00% | +6 | New |
| Column Capital Advisors, LLC | 5 | $473 | 0.00% | −15−75.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $403 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $379 | 0.00% | −1−20.0% | Reduced |
| Tfo-TDC, LLC | 3 | $301 | 0.00% | +3 | New |