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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
Teachers Retirement System of the State of Kentucky4,757$499.0K0.00%−300−5.9%Reduced
Atria Wealth Solutions, Inc.4,745$497.1K0.01%+1,301+37.8%Added
Los Angeles Capital Management LLC4,703$492.7K0.00%−31,545−87.0%Reduced
QRG Capital Management, Inc.4,665$488.7K0.01%−625−11.8%Reduced
Gulf International Bank (UK) Ltd4,505$471.0K0.01%−710−13.6%Reduced
US Bancorp4,474$468.7K0.00%−1,048−19.0%Reduced
Mackenzie Financial Corp4,462$467.4K0.00%+24+0.5%Added
Meiji Yasuda Life Insurance Co4,400$460.9K0.01%+450+11.4%Added
Maryland State Retirement & Pension System4,370$457.8K0.01%00.0%Unchanged
Kentucky Retirement Systems4,310$451.5K0.01%−66−1.5%Reduced
Steward Partners Investment Advisory, LLC4,290$449.4K0.01%−100−2.3%Reduced
Fifth Third Bancorp4,271$447.4K0.00%+973+29.5%Added
Captrust Financial Advisors4,259$446.2K0.00%−379−8.2%Reduced
AE Wealth Management LLC4,155$445.3K0.00%−36,173−89.7%Reduced
iA Global Asset Management Inc.4,168$437.0K0.01%−1,912−31.4%Reduced
ARS Wealth Advisors Group, LLC4,100$429.5K0.06%00.0%Unchanged
City Holding Co4,070$426.4K0.07%+905+28.6%Added
Corton Capital Inc.4,002$419.3K0.13%+4,002New
Guggenheim Capital LLC3,972$416.1K0.00%−1,250−23.9%Reduced
Petrus Trust Company, LTA3,924$411.1K0.04%−4,456−53.2%Reduced
Bellevue Group AG3,800$398.1K0.01%+3,800New
Teza Capital Management LLC3,784$396.4K0.07%−5,002−56.9%Reduced
Everence Capital Management Inc3,750$393.0K0.03%+3,750New
MAI Capital Management3,731$390.9K0.01%−920−19.8%Reduced
Wolverine Trading, LLC3,696$387.2K0.00%+3,696New
Savant Capital, LLC3,695$387.1K0.00%−145−3.8%Reduced
Advisory Services Network, LLC3,675$385.0K0.01%+3,675New
Hartford Investment Management Co3,642$381.5K0.01%−503−12.1%Reduced
Virtus Investment Advisers, Inc.3,609$378.1K0.28%+660+22.4%Added
HighTower Advisors, LLC3,553$375.0K0.00%+564+18.9%Added
Oak Thistle LLC3,551$372.0K0.11%+3,551New
Pacer Advisors, Inc.3,528$369.6K0.00%−4,210−54.4%Reduced
JustInvest LLC3,518$368.5K0.01%−236−6.3%Reduced
Bridgecreek Investment Management, LLC3,500$366.7K0.07%00.0%Unchanged
WSFS Capital Management, LLC3,500$366.7K0.02%+600+20.7%Added
TCG Advisory Services, LLC3,500$366.7K0.03%+3,500New
Stevens Capital Management LP3,392$355.0K0.09%−698−17.1%Reduced
Securian Asset Management, Inc3,374$353.5K0.01%−448−11.7%Reduced
Louisiana State Employees Retirement System3,300$345.7K0.01%00.0%Unchanged
IHT Wealth Management, LLC3,274$343.0K0.02%+3,274New
John W. Brooker & Co., CPAs3,266$342.1K0.20%00.0%Unchanged
M&T Bank Corp3,253$340.6K0.00%−350−9.7%Reduced
Creative Financial Designs Inc3,236$339.0K0.03%+1,497+86.1%Added
Virtu Financial LLC3,241$339.0K0.03%−7,765−70.6%Reduced
Park Avenue Securities LLC3,210$336.0K0.00%−306−8.7%Reduced
Deerfield Management Company, L.P. (Series C)3,201$335.3K0.01%+3,201New
Two Sigma Advisers, LP3,200$335.2K0.00%−2,700−45.8%Reduced
XTX Topco Ltd3,188$334.0K0.07%+424+15.3%Added
Wilbanks Smith & Thomas Asset Management LLC3,185$333.7K0.01%00.0%Unchanged
Duality Advisers, LP3,182$333.3K0.04%+3,182New
Cetera Investment Advisers3,099$324.7K0.00%−979−24.0%Reduced
Edgestream Partners, L.P.3,084$323.1K0.02%+3,084New
Cullen/Frost Bankers, Inc.3,050$319.5K0.01%00.0%Unchanged
NWF Advisory Services Inc.3,029$317.3K0.06%00.0%Unchanged
Pictet & Cie (Europe) SA3,000$314.3K0.01%00.0%Unchanged
Perfromance Wealth Partners, LLC3,000$314.3K0.01%00.0%Unchanged
Asahi Life Asset Management Co., Ltd.2,990$313.2K0.17%00.0%Unchanged
Sequoia Financial Advisors, LLC2,937$307.7K0.00%+2,937New
Whittier Trust Co of Nevada Inc2,935$307.5K0.01%+1,500+104.5%Added
New Mexico Educational Retirement Board2,886$302.0K0.01%00.0%Unchanged
Keybank National Association2,879$301.6K0.00%+209+7.8%Added
Graham Capital Management, L.P.2,878$301.5K0.01%−6,036−67.7%Reduced
Burney Co2,860$299.6K0.01%−1,094−27.7%Reduced
Wellington Management Group LLP2,856$299.2K0.00%+2,856New
Achmea Investment Management B.V.2,807$294.0K0.01%00.0%Unchanged
Vontobel Holding Ltd.2,771$290.3K0.00%00.0%Unchanged
E. Ohman J:or Asset Management AB2,700$282.9K0.01%00.0%Unchanged
Gitterman Wealth Management, LLC2,698$282.6K0.13%+460+20.6%Added
Banque Pictet & Cie SA2,698$282.6K0.00%+2,698New
Ieq Capital, LLC2,676$280.3K0.00%−1,202−31.0%Reduced
Coldstream Capital Management Inc2,676$280.3K0.01%+2,676New
Atlas Capital Advisors LLC2,639$276.5K0.04%+281+11.9%Added
Hollencrest Capital Management2,589$271.2K0.03%00.0%Unchanged
Meeder Asset Management Inc2,581$270.4K0.02%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd2,565$268.7K0.03%−2,853−52.7%Reduced
V-Square Quantitative Management LLC2,524$264.4K0.06%+225+9.8%Added
Dynamic Advisor Solutions LLC2,457$263.5K0.01%−255−9.4%Reduced
Veriti Management LLC2,492$261.1K0.02%−224−8.2%Reduced
B. Metzler seel. Sohn & Co. AG2,457$257.4K0.00%00.0%Unchanged
Blair William & Co2,450$256.7K0.00%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.2,386$250.0K0.00%+2,386New
Northwestern Mutual Wealth Management Co2,333$244.4K0.00%−145−5.9%Reduced
Gateway Advisory, LLC2,286$239.5K0.05%+2,286New
Eqis Capital Management, Inc.2,265$237.3K0.02%−893−28.3%Reduced
CIBC Private Wealth Group, LLC2,246$235.3K0.00%+74+3.4%Added
Ethic Inc.2,216$232.1K0.01%−4,039−64.6%Reduced
Metropolitan Life Insurance Co2,192$229.6K0.01%−35−1.6%Reduced
Empirical Finance, LLC2,142$224.4K0.02%+2,142New
Versor Investments LP2,141$224.3K0.05%−6,100−74.0%Reduced
LifePlan Financial, LLC2,138$224.0K0.22%+2,138New
Tokio Marine Asset Management Co Ltd2,124$222.5K0.01%00.0%Unchanged
National Asset Management, Inc.2,101$220.1K0.01%−207−9.0%Reduced
Coastline Trust Co2,080$217.9K0.03%−2,300−52.5%Reduced
Caisse de Depot Et Placement du Quebec2,019$211.5K0.00%+970+92.5%Added
Connectus Wealth, LLC2,000$209.5K0.00%+2,000New
Kentucky Retirement Systems Insurance Trust Fund1,919$201.0K0.01%+1,919New
Anchor Investment Management, LLC1,870$195.9K0.02%−330−15.0%Reduced
Northwestern Mutual Investment Management Company, LLC1,705$178.6K0.00%+4+0.2%Added
Deseret Mutual Benefit Administrators1,590$166.6K0.10%−176−10.0%Reduced
Ci Investments Inc.1,575$165.0K0.00%−154−8.9%Reduced