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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 4,757 | $499.0K | 0.00% | −300−5.9% | Reduced |
| Atria Wealth Solutions, Inc. | 4,745 | $497.1K | 0.01% | +1,301+37.8% | Added |
| Los Angeles Capital Management LLC | 4,703 | $492.7K | 0.00% | −31,545−87.0% | Reduced |
| QRG Capital Management, Inc. | 4,665 | $488.7K | 0.01% | −625−11.8% | Reduced |
| Gulf International Bank (UK) Ltd | 4,505 | $471.0K | 0.01% | −710−13.6% | Reduced |
| US Bancorp | 4,474 | $468.7K | 0.00% | −1,048−19.0% | Reduced |
| Mackenzie Financial Corp | 4,462 | $467.4K | 0.00% | +24+0.5% | Added |
| Meiji Yasuda Life Insurance Co | 4,400 | $460.9K | 0.01% | +450+11.4% | Added |
| Maryland State Retirement & Pension System | 4,370 | $457.8K | 0.01% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,310 | $451.5K | 0.01% | −66−1.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,290 | $449.4K | 0.01% | −100−2.3% | Reduced |
| Fifth Third Bancorp | 4,271 | $447.4K | 0.00% | +973+29.5% | Added |
| Captrust Financial Advisors | 4,259 | $446.2K | 0.00% | −379−8.2% | Reduced |
| AE Wealth Management LLC | 4,155 | $445.3K | 0.00% | −36,173−89.7% | Reduced |
| iA Global Asset Management Inc. | 4,168 | $437.0K | 0.01% | −1,912−31.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,100 | $429.5K | 0.06% | 00.0% | Unchanged |
| City Holding Co | 4,070 | $426.4K | 0.07% | +905+28.6% | Added |
| Corton Capital Inc. | 4,002 | $419.3K | 0.13% | +4,002 | New |
| Guggenheim Capital LLC | 3,972 | $416.1K | 0.00% | −1,250−23.9% | Reduced |
| Petrus Trust Company, LTA | 3,924 | $411.1K | 0.04% | −4,456−53.2% | Reduced |
| Bellevue Group AG | 3,800 | $398.1K | 0.01% | +3,800 | New |
| Teza Capital Management LLC | 3,784 | $396.4K | 0.07% | −5,002−56.9% | Reduced |
| Everence Capital Management Inc | 3,750 | $393.0K | 0.03% | +3,750 | New |
| MAI Capital Management | 3,731 | $390.9K | 0.01% | −920−19.8% | Reduced |
| Wolverine Trading, LLC | 3,696 | $387.2K | 0.00% | +3,696 | New |
| Savant Capital, LLC | 3,695 | $387.1K | 0.00% | −145−3.8% | Reduced |
| Advisory Services Network, LLC | 3,675 | $385.0K | 0.01% | +3,675 | New |
| Hartford Investment Management Co | 3,642 | $381.5K | 0.01% | −503−12.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,609 | $378.1K | 0.28% | +660+22.4% | Added |
| HighTower Advisors, LLC | 3,553 | $375.0K | 0.00% | +564+18.9% | Added |
| Oak Thistle LLC | 3,551 | $372.0K | 0.11% | +3,551 | New |
| Pacer Advisors, Inc. | 3,528 | $369.6K | 0.00% | −4,210−54.4% | Reduced |
| JustInvest LLC | 3,518 | $368.5K | 0.01% | −236−6.3% | Reduced |
| 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 |
| Stevens Capital Management LP | 3,392 | $355.0K | 0.09% | −698−17.1% | Reduced |
| Securian Asset Management, Inc | 3,374 | $353.5K | 0.01% | −448−11.7% | Reduced |
| Louisiana State Employees Retirement System | 3,300 | $345.7K | 0.01% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 3,274 | $343.0K | 0.02% | +3,274 | New |
| John W. Brooker & Co., CPAs | 3,266 | $342.1K | 0.20% | 00.0% | Unchanged |
| M&T Bank Corp | 3,253 | $340.6K | 0.00% | −350−9.7% | Reduced |
| Creative Financial Designs Inc | 3,236 | $339.0K | 0.03% | +1,497+86.1% | Added |
| Virtu Financial LLC | 3,241 | $339.0K | 0.03% | −7,765−70.6% | Reduced |
| Park Avenue Securities LLC | 3,210 | $336.0K | 0.00% | −306−8.7% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 3,201 | $335.3K | 0.01% | +3,201 | New |
| Two Sigma Advisers, LP | 3,200 | $335.2K | 0.00% | −2,700−45.8% | Reduced |
| XTX Topco Ltd | 3,188 | $334.0K | 0.07% | +424+15.3% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 3,185 | $333.7K | 0.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 3,182 | $333.3K | 0.04% | +3,182 | New |
| Cetera Investment Advisers | 3,099 | $324.7K | 0.00% | −979−24.0% | Reduced |
| Edgestream Partners, L.P. | 3,084 | $323.1K | 0.02% | +3,084 | New |
| Cullen/Frost Bankers, Inc. | 3,050 | $319.5K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,029 | $317.3K | 0.06% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 3,000 | $314.3K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,000 | $314.3K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 2,990 | $313.2K | 0.17% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 2,937 | $307.7K | 0.00% | +2,937 | New |
| Whittier Trust Co of Nevada Inc | 2,935 | $307.5K | 0.01% | +1,500+104.5% | Added |
| New Mexico Educational Retirement Board | 2,886 | $302.0K | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 2,879 | $301.6K | 0.00% | +209+7.8% | Added |
| Graham Capital Management, L.P. | 2,878 | $301.5K | 0.01% | −6,036−67.7% | Reduced |
| Burney Co | 2,860 | $299.6K | 0.01% | −1,094−27.7% | Reduced |
| Wellington Management Group LLP | 2,856 | $299.2K | 0.00% | +2,856 | New |
| Achmea Investment Management B.V. | 2,807 | $294.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,771 | $290.3K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 2,700 | $282.9K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 2,698 | $282.6K | 0.13% | +460+20.6% | Added |
| Banque Pictet & Cie SA | 2,698 | $282.6K | 0.00% | +2,698 | New |
| Ieq Capital, LLC | 2,676 | $280.3K | 0.00% | −1,202−31.0% | Reduced |
| Coldstream Capital Management Inc | 2,676 | $280.3K | 0.01% | +2,676 | New |
| Atlas Capital Advisors LLC | 2,639 | $276.5K | 0.04% | +281+11.9% | Added |
| Hollencrest Capital Management | 2,589 | $271.2K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,581 | $270.4K | 0.02% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,565 | $268.7K | 0.03% | −2,853−52.7% | Reduced |
| V-Square Quantitative Management LLC | 2,524 | $264.4K | 0.06% | +225+9.8% | Added |
| Dynamic Advisor Solutions LLC | 2,457 | $263.5K | 0.01% | −255−9.4% | Reduced |
| Veriti Management LLC | 2,492 | $261.1K | 0.02% | −224−8.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,457 | $257.4K | 0.00% | 00.0% | Unchanged |
| Blair William & Co | 2,450 | $256.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,386 | $250.0K | 0.00% | +2,386 | New |
| Northwestern Mutual Wealth Management Co | 2,333 | $244.4K | 0.00% | −145−5.9% | Reduced |
| Gateway Advisory, LLC | 2,286 | $239.5K | 0.05% | +2,286 | New |
| Eqis Capital Management, Inc. | 2,265 | $237.3K | 0.02% | −893−28.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,246 | $235.3K | 0.00% | +74+3.4% | Added |
| Ethic Inc. | 2,216 | $232.1K | 0.01% | −4,039−64.6% | Reduced |
| Metropolitan Life Insurance Co | 2,192 | $229.6K | 0.01% | −35−1.6% | Reduced |
| Empirical Finance, LLC | 2,142 | $224.4K | 0.02% | +2,142 | New |
| Versor Investments LP | 2,141 | $224.3K | 0.05% | −6,100−74.0% | Reduced |
| LifePlan Financial, LLC | 2,138 | $224.0K | 0.22% | +2,138 | New |
| Tokio Marine Asset Management Co Ltd | 2,124 | $222.5K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 2,101 | $220.1K | 0.01% | −207−9.0% | Reduced |
| Coastline Trust Co | 2,080 | $217.9K | 0.03% | −2,300−52.5% | Reduced |
| Caisse de Depot Et Placement du Quebec | 2,019 | $211.5K | 0.00% | +970+92.5% | Added |
| Connectus Wealth, LLC | 2,000 | $209.5K | 0.00% | +2,000 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 1,919 | $201.0K | 0.01% | +1,919 | New |
| Anchor Investment Management, LLC | 1,870 | $195.9K | 0.02% | −330−15.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 1,705 | $178.6K | 0.00% | +4+0.2% | Added |
| Deseret Mutual Benefit Administrators | 1,590 | $166.6K | 0.10% | −176−10.0% | Reduced |
| Ci Investments Inc. | 1,575 | $165.0K | 0.00% | −154−8.9% | Reduced |