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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bridgecreek Investment Management, LLC | 3,500 | $366.7K | 0.07% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 3,500 | $366.7K | 0.02% | +600+20.7% | Added |
| TCG Advisory Services, LLC | 3,500 | $366.7K | 0.03% | +3,500 | New |
| JustInvest LLC | 3,518 | $368.5K | 0.01% | −236−6.3% | Reduced |
| Pacer Advisors, Inc. | 3,528 | $369.6K | 0.00% | −4,210−54.4% | Reduced |
| Oak Thistle LLC | 3,551 | $372.0K | 0.11% | +3,551 | New |
| HighTower Advisors, LLC | 3,553 | $375.0K | 0.00% | +564+18.9% | Added |
| Virtus Investment Advisers, Inc. | 3,609 | $378.1K | 0.28% | +660+22.4% | Added |
| Hartford Investment Management Co | 3,642 | $381.5K | 0.01% | −503−12.1% | Reduced |
| Advisory Services Network, LLC | 3,675 | $385.0K | 0.01% | +3,675 | New |
| Savant Capital, LLC | 3,695 | $387.1K | 0.00% | −145−3.8% | Reduced |
| Wolverine Trading, LLC | 3,696 | $387.2K | 0.00% | +3,696 | New |
| MAI Capital Management | 3,731 | $390.9K | 0.01% | −920−19.8% | Reduced |
| Everence Capital Management Inc | 3,750 | $393.0K | 0.03% | +3,750 | New |
| Teza Capital Management LLC | 3,784 | $396.4K | 0.07% | −5,002−56.9% | Reduced |
| Bellevue Group AG | 3,800 | $398.1K | 0.01% | +3,800 | New |
| Petrus Trust Company, LTA | 3,924 | $411.1K | 0.04% | −4,456−53.2% | Reduced |
| Guggenheim Capital LLC | 3,972 | $416.1K | 0.00% | −1,250−23.9% | Reduced |
| Corton Capital Inc. | 4,002 | $419.3K | 0.13% | +4,002 | New |
| City Holding Co | 4,070 | $426.4K | 0.07% | +905+28.6% | Added |
| ARS Wealth Advisors Group, LLC | 4,100 | $429.5K | 0.06% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,168 | $437.0K | 0.01% | −1,912−31.4% | Reduced |
| AE Wealth Management LLC | 4,155 | $445.3K | 0.00% | −36,173−89.7% | Reduced |
| Captrust Financial Advisors | 4,259 | $446.2K | 0.00% | −379−8.2% | Reduced |
| Fifth Third Bancorp | 4,271 | $447.4K | 0.00% | +973+29.5% | Added |
| Steward Partners Investment Advisory, LLC | 4,290 | $449.4K | 0.01% | −100−2.3% | Reduced |
| Kentucky Retirement Systems | 4,310 | $451.5K | 0.01% | −66−1.5% | Reduced |
| Maryland State Retirement & Pension System | 4,370 | $457.8K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 4,400 | $460.9K | 0.01% | +450+11.4% | Added |
| Mackenzie Financial Corp | 4,462 | $467.4K | 0.00% | +24+0.5% | Added |
| US Bancorp | 4,474 | $468.7K | 0.00% | −1,048−19.0% | Reduced |
| Gulf International Bank (UK) Ltd | 4,505 | $471.0K | 0.01% | −710−13.6% | Reduced |
| QRG Capital Management, Inc. | 4,665 | $488.7K | 0.01% | −625−11.8% | Reduced |
| Los Angeles Capital Management LLC | 4,703 | $492.7K | 0.00% | −31,545−87.0% | Reduced |
| Atria Wealth Solutions, Inc. | 4,745 | $497.1K | 0.01% | +1,301+37.8% | Added |
| Teachers Retirement System of the State of Kentucky | 4,757 | $499.0K | 0.00% | −300−5.9% | Reduced |
| ClearAlpha Technologies LP | 4,793 | $502.1K | 0.19% | +4,793 | New |
| Radnor Capital Management, LLC | 4,800 | $503.0K | 0.09% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,802 | $503.0K | 0.00% | +171+3.7% | Added |
| Quadcap Wealth Management, LLC | 4,843 | $507.4K | 0.13% | +4,843 | New |
| Kinneret Advisory, LLC | 4,871 | $510.3K | 0.06% | −31−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 4,876 | $510.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 4,878 | $511.0K | 0.02% | −1,283−20.8% | Reduced |
| Acorn Financial Advisory Services Inc | 4,904 | $513.7K | 0.09% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,951 | $518.7K | 0.00% | −4,537−47.8% | Reduced |
| Winton Group Ltd | 5,116 | $536.0K | 0.04% | −820−13.8% | Reduced |
| Prudential PLC | 5,148 | $539.3K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5,173 | $541.9K | 0.01% | −669−11.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 5,225 | $547.4K | 0.00% | +2,407+85.4% | Added |
| Strategic Advocates LLC | 5,353 | $560.8K | 0.24% | +344+6.9% | Added |
| Centiva Capital, LP | 5,369 | $562.5K | 0.04% | +269+5.3% | Added |
| Thrivent Financial for Lutherans | 5,376 | $563.0K | 0.00% | −32−0.6% | Reduced |
| Rafferty Asset Management, LLC | 5,484 | $574.5K | 0.00% | −133−2.4% | Reduced |
| Janus Henderson Group PLC | 5,670 | $593.9K | 0.00% | −2,345−29.3% | Reduced |
| Lifeworks Advisors, LLC | 5,683 | $595.3K | 0.21% | −329−5.5% | Reduced |
| Pzena Investment Management LLC | 5,717 | $598.9K | 0.00% | +5,717 | New |
| Delta Financial Advisors LLC | 5,755 | $602.9K | 0.26% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,782 | $605.7K | 0.02% | +4,662+416.2% | Added |
| Stifel Financial Corp | 5,813 | $609.0K | 0.00% | −1,172−16.8% | Reduced |
| State of Alaska, Department of Revenue | 5,819 | $609.0K | 0.01% | −580−9.1% | Reduced |
| Contravisory Investment Management, Inc. | 5,837 | $611.5K | 0.15% | −113−1.9% | Reduced |
| Qtron Investments LLC | 5,903 | $618.4K | 0.10% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 5,910 | $619.1K | 0.04% | +5,910 | New |
| Meridian Wealth Management, LLC | 5,921 | $620.3K | 0.04% | +166+2.9% | Added |
| Occudo Quantitative Strategies LP | 5,958 | $624.2K | 0.08% | −15,480−72.2% | Reduced |
| Mariner, LLC | 6,119 | $641.0K | 0.00% | +155+2.6% | Added |
| Tower Research Capital LLC (TRC) | 6,180 | $647.4K | 0.01% | −6,320−50.6% | Reduced |
| Point72 Hong Kong Ltd | 6,281 | $658.0K | 0.04% | +6,281 | New |
| Jump Financial, LLC | 6,284 | $658.3K | 0.02% | −9,797−60.9% | Reduced |
| British Columbia Investment Management Corp | 6,302 | $660.2K | 0.01% | +1,310+26.2% | Added |
| Nissay Asset Management Corp | 6,356 | $665.9K | 0.01% | +279+4.6% | Added |
| MML Investors Services, LLC | 6,371 | $667.0K | 0.00% | −368−5.5% | Reduced |
| Tiaa Trust, National Association | 6,554 | $686.6K | 0.00% | +1,500+29.7% | Added |
| Fox Hill Wealth Management | 6,599 | $691.3K | 0.53% | +6,599 | New |
| Bank of Nova Scotia | 6,706 | $702.5K | 0.00% | −2,705−28.7% | Reduced |
| Integrated Wealth Concepts LLC | 6,748 | $706.9K | 0.01% | +15+0.2% | Added |
| Friedenthal Financial | 6,806 | $713.0K | 0.47% | +6,806 | New |
| Janney Montgomery Scott LLC | 6,873 | $720.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 6,900 | $722.8K | 0.07% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 6,954 | $728.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 6,960 | $729.1K | 0.01% | −4−0.1% | Reduced |
| CIBC World Markets Corp | 6,960 | $729.1K | 0.00% | +3,988+134.2% | Added |
| Verition Fund Management LLC | 6,972 | $730.4K | 0.01% | −5,222−42.8% | Reduced |
| Mercer Global Advisors Inc | 7,011 | $734.0K | 0.00% | +60+0.9% | Added |
| Pathstone Holdings, LLC | 7,009 | $734.3K | 0.00% | +7,009 | New |
| PGGM Investments | 7,187 | $753.0K | 0.01% | −1,687−19.0% | Reduced |
| Mutual of America Capital Management LLC | 7,233 | $757.7K | 0.01% | −329−4.4% | Reduced |
| ABLE Financial Group, LLC | 7,244 | $758.9K | 0.33% | +2,353+48.1% | Added |
| Advisors Asset Management, Inc. | 7,290 | $763.7K | 0.02% | +3,921+116.4% | Added |
| Public Employees Retirement Association of Colorado | 7,354 | $770.0K | 0.00% | −246−3.2% | Reduced |
| ING Groep NV | 7,375 | $772.6K | 0.01% | +7,315+12,191.7% | Added |
| Ossiam | 7,396 | $774.8K | 0.01% | +814+12.4% | Added |
| Oregon Public Employees Retirement Fund | 7,456 | $781.1K | 0.01% | −1,900−20.3% | Reduced |
| ProShare Advisors LLC | 7,465 | $782.0K | 0.00% | −731−8.9% | Reduced |
| Cresset Asset Management, LLC | 7,591 | $795.2K | 0.00% | −415−5.2% | Reduced |
| Helios Capital Management Pte. Ltd | 7,600 | $796.2K | 0.63% | +7,600 | New |
| Point72 Middle East FZE | 7,621 | $798.4K | 0.06% | −6,972−47.8% | Reduced |
| Ritholtz Wealth Management | 7,675 | $804.0K | 0.03% | +574+8.1% | Added |
| Neuberger Berman Group LLC | 7,833 | $820.6K | 0.00% | −190−2.4% | Reduced |
| Franklin Resources Inc | 7,866 | $824.0K | 0.00% | +2,325+42.0% | Added |