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 |
|---|---|---|---|---|---|
| Creative Planning | 8,040 | $842.3K | 0.00% | −2,346−22.6% | Reduced |
| Cognios Beta Neutral Large Cap Fund, LP | 8,086 | $847.1K | 1.10% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 8,120 | $851.0K | 0.26% | −80−1.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,162 | $855.0K | 0.09% | −4,439−35.2% | Reduced |
| CIBC Asset Management Inc | 8,170 | $855.9K | 0.00% | −498−5.7% | Reduced |
| Umb Bank N A | 8,183 | $857.3K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 8,192 | $858.2K | 0.04% | +8,192 | New |
| Koss-Olinger Consulting, LLC | 8,270 | $866.0K | 0.08% | −8,875−51.8% | Reduced |
| Trexquant Investment LP | 8,367 | $876.5K | 0.02% | −24,136−74.3% | Reduced |
| Korea Investment CORP | 8,462 | $886.5K | 0.00% | −558−6.2% | Reduced |
| Martin Capital Advisors, LLP | 8,628 | $903.9K | 0.76% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 8,772 | $919.0K | 0.74% | +1,772+25.3% | Added |
| Tredje AP-fonden | 8,983 | $941.1K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 9,294 | $973.6K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 9,387 | $983.4K | 0.01% | +100+1.1% | Added |
| Czech National Bank | 9,434 | $988.3K | 0.01% | +22+0.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 9,739 | $1.02M | 0.01% | −2,700−21.7% | Reduced |
| Degroof Petercam Asset Management | 9,900 | $1.04M | 0.01% | +9,900 | New |
| SG Americas Securities, LLC | 10,014 | $1.05M | 0.01% | −28,003−73.7% | Reduced |
| Sowell Financial Services LLC | 10,153 | $1.06M | 0.06% | −2,010−16.5% | Reduced |
| Quantinno Capital Management LP | 10,191 | $1.07M | 0.04% | −55−0.5% | Reduced |
| Toroso Investments, LLC | 10,213 | $1.07M | 0.03% | −3,362−24.8% | Reduced |
| Texas Permanent School Fund | 10,545 | $1.10M | 0.01% | +13+0.1% | Added |
| Yousif Capital Management, LLC | 10,578 | $1.11M | 0.01% | −1,384−11.6% | Reduced |
| Nilsine Partners, LLC | 10,845 | $1.14M | 0.17% | +74+0.7% | Added |
| DekaBank Deutsche Girozentrale | 11,428 | $1.19M | 0.00% | +2,298+25.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,796 | $1.24M | 0.01% | +969+8.9% | Added |
| Retirement Systems of Alabama | 11,870 | $1.24M | 0.01% | −305−2.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 11,892 | $1.25M | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12,035 | $1.26M | 0.11% | +12,035 | New |
| Xponance, Inc. | 12,314 | $1.29M | 0.02% | −15,068−55.0% | Reduced |
| Pura Vida Investments, LLC | 12,500 | $1.31M | 1.43% | +12,500 | New |
| Wealthfront Advisers LLC | 12,607 | $1.32M | 0.01% | −13,216−51.2% | Reduced |
| DnB Asset Management AS | 12,696 | $1.33M | 0.01% | −30,350−70.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,857 | $1.35M | 0.03% | +11,571+899.8% | Added |
| Promethos Capital, LLC | 12,906 | $1.35M | 0.98% | +12,906 | New |
| Bridgeway Capital Management, LLC | 13,000 | $1.36M | 0.03% | +800+6.6% | Added |
| Epacria Capital Partners, LLC | 13,091 | $1.37M | 1.10% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 13,144 | $1.38M | 0.43% | +184+1.4% | Added |
| New York Life Investment Management LLC | 13,629 | $1.43M | 0.01% | +339+2.6% | Added |
| TD Asset Management Inc | 13,758 | $1.44M | 0.00% | −9−0.1% | Reduced |
| Ostrum Asset Management | 13,865 | $1.45M | 0.13% | +7,789+128.2% | Added |
| The PNC Financial Services Group, Inc. | 14,053 | $1.47M | 0.00% | −1,035−6.9% | Reduced |
| STRS Ohio | 14,088 | $1.48M | 0.01% | −695−4.7% | Reduced |
| Brinker Capital Investments, LLC | 14,253 | $1.55M | 0.02% | −2,458−14.7% | Reduced |
| Orion Portfolio Solutions, LLC | 14,253 | $1.55M | 0.02% | −2,458−14.7% | Reduced |
| IFM Investors Pty Ltd | 14,914 | $1.56M | 0.02% | −6,201−29.4% | Reduced |
| American International Group, Inc. | 14,952 | $1.57M | 0.01% | +217+1.5% | Added |
| Glenmede Trust Co NA | 15,030 | $1.57M | 0.01% | −1,237−7.6% | Reduced |
| Arizona State Retirement System | 15,056 | $1.58M | 0.01% | +210+1.4% | Added |
| Engineers Gate Manager LP | 15,077 | $1.58M | 0.05% | +5,984+65.8% | Added |
| Walleye Capital LLC | 15,284 | $1.60M | 0.02% | +15,284 | New |
| MetLife Investment Management | 15,300 | $1.60M | 0.01% | −267−1.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 15,491 | $1.62M | 0.00% | −2,868−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 15,596 | $1.63M | 0.00% | −12,079−43.6% | Reduced |
| Sippican Capital Advisors | 15,618 | $1.64M | 1.28% | +2,496+19.0% | Added |
| Romano Brothers and Company | 15,625 | $1.64M | 0.24% | −100−0.6% | Reduced |
| Forsta Ap-Fonden | 15,700 | $1.64M | 0.02% | +15,700 | New |
| State of Michigan Retirement System | 15,939 | $1.67M | 0.01% | +100+0.6% | Added |
| Bayesian Capital Management, LP | 16,089 | $1.69M | 0.18% | 00.0% | Unchanged |
| LPL Financial LLC | 16,131 | $1.69M | 0.00% | +78+0.5% | Added |
| Financial Engines Advisors L.L.C. | 16,314 | $1.71M | 0.00% | +103+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 16,524 | $1.73M | 0.00% | −845−4.9% | Reduced |
| Van Eck Associates Corp | 16,620 | $1.74M | 0.00% | −10,596−38.9% | Reduced |
| Handelsbanken Fonder AB | 16,700 | $1.75M | 0.01% | +8,700+108.7% | Added |
| Panagora Asset Management Inc | 16,824 | $1.76M | 0.01% | 00.0% | Unchanged |
| Aware Super Pty Ltd as trustee of Aware Super | 15,923 | $1.81M | 0.02% | +15,923 | New |
| AQR Capital Management LLC | 17,474 | $1.83M | 0.00% | +11,939+215.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,492 | $1.83M | 0.02% | −286−1.6% | Reduced |
| Crossmark Global Holdings, Inc. | 17,500 | $1.83M | 0.04% | −5,631−24.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 18,378 | $1.93M | 0.03% | −900−4.7% | Reduced |
| Curated Wealth Partners LLC | 18,535 | $1.94M | 0.32% | 00.0% | Unchanged |
| AXA S.A. | 18,839 | $1.97M | 0.01% | +3,698+24.4% | Added |
| Vident Advisory, LLC | 19,740 | $2.07M | 0.05% | +6,634+50.6% | Added |
| Susquehanna International Group, LLP | 19,837 | $2.08M | 0.00% | −21,669−52.2% | Reduced |
| Aviva PLC | 20,079 | $2.10M | 0.01% | +12,815+176.4% | Added |
| Twinbeech Capital LP | 20,443 | $2.14M | 0.03% | +20,443 | New |
| Mount Lucas Management LP | 20,783 | $2.18M | 0.77% | +20,783 | New |
| Asset Management One Co.,Ltd. | 20,964 | $2.19M | 0.01% | −795−3.7% | Reduced |
| Royal London Asset Management Ltd | 21,024 | $2.20M | 0.01% | +227+1.1% | Added |
| PEAK6 Investments LLC | 21,244 | $2.23M | 0.10% | +8,343+64.7% | Added |
| Ontario Teachers Pension Plan Board | 21,386 | $2.24M | 0.02% | −23,641−52.5% | Reduced |
| Macquarie Group Ltd | 21,446 | $2.25M | 0.00% | −8,526−28.4% | Reduced |
| Pearl River Capital, LLC | 21,595 | $2.26M | 0.36% | +21,595 | New |
| Atom Investors LP | 21,807 | $2.28M | 0.40% | +3,622+19.9% | Added |
| Commonwealth Equity Services, LLC | 21,820 | $2.29M | 0.00% | −4,826−18.1% | Reduced |
| Ensign Peak Advisors, Inc | 22,264 | $2.33M | 0.00% | +4,110+22.6% | Added |
| Public Employees Retirement System of Ohio | 22,615 | $2.37M | 0.01% | +617+2.8% | Added |
| Brown Advisory Inc | 22,783 | $2.39M | 0.00% | −139−0.6% | Reduced |
| First Citizens Bank & Trust Co | 24,301 | $2.55M | 0.05% | +100.0% | Added |
| Comerica Bank | 24,357 | $2.55M | 0.01% | −791−3.1% | Reduced |
| Treasurer of the State of North Carolina | 24,737 | $2.59M | 0.01% | +234+1.0% | Added |
| Knights of Columbus Asset Advisors LLC | 25,381 | $2.66M | 0.17% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 25,474 | $2.67M | 0.01% | +12,677+99.1% | Added |
| Mn Services Vermogensbeheer B.V. | 25,880 | $2.71M | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 26,068 | $2.73M | 0.00% | +9,180+54.4% | Added |
| Cannell Peter B & Co Inc | 26,355 | $2.76M | 0.09% | −75−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 26,528 | $2.78M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 26,550 | $2.78M | 0.02% | −861−3.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 27,242 | $2.85M | 0.24% | +9,969+57.7% | Added |