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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, Q4 2023

Institutional positions in Davita Inc. as of Dec 31, 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
536
+39 vs. Q3 2023
Shares held
79.2M
+362.8K (+0.5%) vs. Q3 2023
Total value
$8.30B
+$831.9M (+11.1%) vs. Q3 2023
New holders
87
152 more added
Sold out
48
207 more reduced

8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 536 institutions
Q1 2021: 492 institutionsQ2 2021: 516 institutionsQ3 2021: 513 institutionsQ4 2021: 493 institutionsQ1 2022: 511 institutionsQ2 2022: 464 institutionsQ3 2022: 442 institutionsQ4 2022: 445 institutionsQ1 2023: 442 institutionsQ2 2023: 471 institutionsQ3 2023: 505 institutionsQ4 2023: 536 institutionsQ1 2024: 544 institutionsQ2 2024: 560 institutionsQ3 2024: 601 institutionsQ4 2024: 596 institutionsQ1 2025: 597 institutionsQ2 2025: 593 institutionsQ3 2025: 562 institutionsQ4 2025: 534 institutionsQ1 2026: 584 institutionsQ2 2026: 633 institutions
Value heldQ4 2023: $8.30B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $10.4BQ4 2021: $9.61BQ1 2022: $9.26BQ2 2022: $6.53BQ3 2022: $6.61BQ4 2022: $5.83BQ1 2023: $6.32BQ2 2023: $7.86BQ3 2023: $7.50BQ4 2023: $8.30BQ1 2024: $10.8BQ2 2024: $10.6BQ3 2024: $12.2BQ4 2024: $11.0BQ1 2025: $10.9BQ2 2025: $10.0BQ3 2025: $8.93BQ4 2025: $7.55BQ1 2026: $9.54BQ2 2026: $13.1B
Institutions holding DVA and their total value by quarter
QuarterHoldersValue
Q2 2026633$13.1B
Q1 2026584$9.54B
Q4 2025534$7.55B
Q3 2025562$8.93B
Q2 2025593$10.0B
Q1 2025597$10.9B
Q4 2024596$11.0B
Q3 2024601$12.2B
Q2 2024560$10.6B
Q1 2024544$10.8B
Q4 2023536$8.30B
Q3 2023505$7.50B
Q2 2023471$7.86B
Q1 2023442$6.32B
Q4 2022445$5.83B
Q3 2022442$6.61B
Q2 2022464$6.53B
Q1 2022511$9.26B
Q4 2021493$9.61B
Q3 2021513$10.4B
Q2 2021516$11.1B
Q1 2021492$10.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q3 2023.

Institutions holding DVA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Wetzel Investment Advisors, Inc.4$00.00%+4New
WestEnd Advisors, LLC1$1050.00%00.0%Unchanged
Kingswood Wealth Advisors, LLC27,027$2000.00%+27,027New
Bokf, NA2$2090.00%00.0%Unchanged
Tfo-TDC, LLC3$3140.00%00.0%Unchanged
Trust Co of Vermont3$3140.00%+3New
Dunhill Financial, LLC3$3260.00%+3New
Manchester Capital Management LLC4$4200.00%−8−66.7%Reduced
True Wealth Design, LLC4$4200.00%00.0%Unchanged
Sofos Investments, Inc.4$5530.00%00.0%Unchanged
Harbour Investments, Inc.6$6290.00%−29−82.9%Reduced
Trifecta Capital Advisors, LLC8$8390.00%00.0%Unchanged
TFC Financial Management8$8390.00%+8New
GW&K Investment Management, LLC7$1.00K0.00%+7New
Kayne Anderson Rudnick Investment Management LLC10$1.05K0.00%+10New
DiNuzzo Private Wealth, Inc.12$1.26K0.00%+12New
MCF Advisors LLC13$1.36K0.00%00.0%Unchanged
Zions Bancorporation, N.A.14$1.47K0.00%+1+7.7%Added
Colonial Trust Advisors17$1.78K0.00%−2−10.5%Reduced
Raffa Wealth Management, LLC17$1.78K0.00%00.0%Unchanged
Bell Investment Advisors, Inc17$1.78K0.00%+10+142.9%Added
Boyd Watterson Asset Management LLC18$1.89K0.00%00.0%Unchanged
AdvisorNet Financial, Inc19$1.99K0.00%−2−9.5%Reduced
Aspect Partners, LLC19$1.99K0.00%+19New
Baystate Wealth Management LLC20$2.10K0.00%00.0%Unchanged
Red Tortoise LLC23$2.41K0.00%+23New
Rakuten Securities, Inc.23$2.41K0.00%+23New
SJS Investment Consulting Inc.24$2.52K0.00%−3−11.1%Reduced
Smartleaf Asset Management LLC25$2.61K0.00%+25New
McGlone Suttner Wealth Management, Inc.29$3.04K0.00%+29New
Glassman Wealth Services31$3.25K0.00%−16−34.0%Reduced
JFS Wealth Advisors, LLC33$3.46K0.00%−30−47.6%Reduced
Frazier Financial Advisors, LLC34$3.56K0.00%+34New
VisionPoint Advisory Group, LLC35$3.67K0.00%00.0%Unchanged
Abound Wealth Management37$3.88K0.00%00.0%Unchanged
MV Capital Management, Inc.37$3.88K0.00%+13+54.2%Added
Capital Advisors, Ltd. LLC42$4.00K0.00%−14−25.0%Reduced
CKW Financial Group35$4.00K0.00%+35New
RFP Financial Group LLC39$4.09K0.00%00.0%Unchanged
Kelly Financial Services LLC40$4.19K0.00%00.0%Unchanged
Sachetta, LLC40$4.19K0.00%+40New
EntryPoint Capital, LLC44$4.61K0.00%+44New
Allworth Financial LP44$4.61K0.00%−27−38.0%Reduced
Prestige Wealth Management Group LLC48$5.03K0.00%00.0%Unchanged
Tyler-Stone Wealth Management50$5.24K0.00%00.0%Unchanged
Larson Financial Group LLC51$5.34K0.00%+1+2.0%Added
Sugarloaf Wealth Management, LLC54$5.66K0.00%00.0%Unchanged
Sunbelt Securities, Inc.58$6.08K0.00%00.0%Unchanged
West Tower Group, LLC61$6.39K0.01%−171−73.7%Reduced
Crewe Advisors LLC66$6.92K0.00%+66New
Farmers & Merchants Investments Inc75$7.86K0.00%00.0%Unchanged
Front Row Advisors LLC75$7.86K0.00%00.0%Unchanged
Bank of New Hampshire75$7.86K0.00%00.0%Unchanged
Global Retirement Partners, LLC75$7.86K0.00%−1−1.3%Reduced
Loomis Sayles & Co L P76$8.00K0.00%−60−44.1%Reduced
Massmutual Trust Co FSB78$8.17K0.00%−23−22.8%Reduced
Rockbridge Investment Management, LCC80$8.38K0.00%+80New
Annis Gardner Whiting Capital Advisors, LLC82$8.59K0.00%00.0%Unchanged
Venturi Wealth Management, LLC83$8.70K0.00%−16−16.2%Reduced
Exchange Traded Concepts, LLC84$8.80K0.00%−622−88.1%Reduced
Adirondack Trust Co75$9.52K0.00%−85−53.1%Reduced
Tradition Wealth Management, LLC100$10.0K0.00%00.0%Unchanged
Godsey & Gibb Associates100$10.5K0.00%00.0%Unchanged
Tortoise Investment Management, LLC100$10.5K0.00%00.0%Unchanged
Johnson Financial Group, Inc.107$11.2K0.00%+107New
Private Wealth Management Group, LLC110$11.5K0.01%+110New
Private Trust Co NA116$12.2K0.00%−45−28.0%Reduced
Desjardins Global Asset Management Inc.125$13.1K0.00%00.0%Unchanged
Salem Investment Counselors Inc126$13.2K0.00%00.0%Unchanged
Fortitude Family Office, LLC128$13.4K0.01%+128New
Rakuten Investment Management, Inc.134$14.0K0.00%+134New
Ronald Blue Trust, Inc.166$15.0K0.00%−33−16.6%Reduced
Proequities, Inc.157$16.4K0.00%−75−32.3%Reduced
Criterion Capital Advisors, LLC160$16.8K0.01%+160New
First Manhattan Co163$17.1K0.00%00.0%Unchanged
Global X Japan Co., Ltd.168$17.6K0.01%+168New
ZRC Wealth Management, LLC187$17.7K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt169$17.7K0.00%00.0%Unchanged
Versant Capital Management, Inc171$17.9K0.01%+2+1.2%Added
EverSource Wealth Advisors, LLC189$19.8K0.00%+2+1.1%Added
HM Payson & Co200$21.0K0.00%+200New
Denali Advisors LLC205$21.5K0.01%−1−0.5%Reduced
Penserra Capital Management LLC246$25.0K0.00%−53−17.7%Reduced
Quarry LP244$25.6K0.01%−189−43.6%Reduced
Pinnacle Bancorp, Inc.250$26.2K0.01%00.0%Unchanged
Assetmark, Inc250$26.2K0.00%+72+40.4%Added
Sentry Investment Management LLC270$28.0K0.01%−29−9.7%Reduced
Newbridge Financial Services Group, Inc.285$29.9K0.01%+285New
Farther Finance Advisors, LLC290$30.4K0.00%+152+110.1%Added
IFP Advisors, Inc291$30.5K0.00%+133+84.2%Added
Resources Management Corp300$31.0K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC300$31.4K0.01%+300New
TD Private Client Wealth LLC303$31.7K0.00%+91+42.9%Added
Parallel Advisors, LLC319$33.4K0.00%−325−50.5%Reduced
Lindbrook Capital, LLC333$34.9K0.00%−29−8.0%Reduced
Principal Securities, Inc.351$36.8K0.00%+351New
TD Waterhouse Canada Inc.351$37.3K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC360$37.7K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC400$41.9K0.03%00.0%Unchanged
Parkside Financial Bank & Trust433$45.4K0.01%+14+3.3%Added