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 |
|---|---|---|---|---|---|
| CWM, LLC | 1,537 | $161.0K | 0.00% | +414+36.9% | Added |
| Acadian Asset Management LLC | 1,534 | $160.0K | 0.00% | −3,660−70.5% | Reduced |
| Credit Agricole S A | 1,524 | $159.7K | 0.00% | +1,017+200.6% | Added |
| Clearstead Advisors, LLC | 1,500 | $157.1K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,470 | $154.0K | 0.00% | −18,060−92.5% | Reduced |
| State of Wyoming | 1,461 | $153.1K | 0.03% | −2,034−58.2% | Reduced |
| Jefferies Financial Group Inc. | 1,426 | $149.4K | 0.00% | −12,291−89.6% | Reduced |
| North Star Investment Management Corp. | 1,390 | $145.6K | 0.01% | −5−0.4% | Reduced |
| Estabrook Capital Management | 1,325 | $138.8K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,290 | $135.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,273 | $133.4K | 0.00% | −175−12.1% | Reduced |
| Vestcor Inc | 1,274 | $133.0K | 0.00% | −28−2.2% | Reduced |
| Tacita Capital Inc | 1,250 | $130.9K | 0.10% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,237 | $129.6K | 0.00% | −102−7.6% | Reduced |
| Groupama Asset Managment | 1,153 | $120.8K | 0.00% | +1,153 | New |
| Public Sector Pension Investment Board | 1,090 | $114.2K | 0.00% | −4,776−81.4% | Reduced |
| UniSuper Management Pty Ltd | 1,018 | $106.6K | 0.00% | +170+20.0% | Added |
| First Horizon Advisors, Inc. | 1,012 | $106.0K | 0.00% | −3−0.3% | Reduced |
| AlphaCentric Advisors LLC | 942 | $98.7K | 0.07% | +942 | New |
| Leonteq Securities AG | 931 | $97.5K | 0.01% | −1,278−57.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 918 | $96.2K | 0.02% | +918 | New |
| Covestor Ltd | 882 | $92.0K | 0.06% | +230+35.3% | Added |
| Huntington National Bank | 860 | $90.1K | 0.00% | +744+641.4% | Added |
| GWM Advisors LLC | 725 | $76.0K | 0.00% | −6,065−89.3% | Reduced |
| FinTrust Capital Advisors, LLC | 712 | $74.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 711 | $74.5K | 0.02% | +711 | New |
| Neo Ivy Capital Management | 650 | $68.0K | 0.15% | −5,874−90.0% | Reduced |
| Ameritas Investment Partners, Inc. | 621 | $65.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 553 | $59.8K | 0.02% | +553 | New |
| Rosenberg Matthew Hamilton | 558 | $58.5K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 530 | $56.0K | 0.01% | −1,934−78.5% | Reduced |
| Quadrant Capital Group LLC | 492 | $51.5K | 0.00% | −202−29.1% | Reduced |
| Quent Capital, LLC | 480 | $50.3K | 0.01% | −15−3.0% | Reduced |
| Signaturefd, LLC | 468 | $49.0K | 0.00% | −397−45.9% | Reduced |
| Duncker Streett & Co Inc | 450 | $47.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 441 | $46.0K | 0.00% | −299−40.4% | Reduced |
| Parkside Financial Bank & Trust | 433 | $45.4K | 0.01% | +14+3.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $41.9K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 360 | $37.7K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 351 | $37.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 351 | $36.8K | 0.00% | +351 | New |
| Lindbrook Capital, LLC | 333 | $34.9K | 0.00% | −29−8.0% | Reduced |
| Parallel Advisors, LLC | 319 | $33.4K | 0.00% | −325−50.5% | Reduced |
| TD Private Client Wealth LLC | 303 | $31.7K | 0.00% | +91+42.9% | Added |
| Coppell Advisory Solutions LLC | 300 | $31.4K | 0.01% | +300 | New |
| Resources Management Corp | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 291 | $30.5K | 0.00% | +133+84.2% | Added |
| Farther Finance Advisors, LLC | 290 | $30.4K | 0.00% | +152+110.1% | Added |
| Newbridge Financial Services Group, Inc. | 285 | $29.9K | 0.01% | +285 | New |
| Sentry Investment Management LLC | 270 | $28.0K | 0.01% | −29−9.7% | Reduced |
| Pinnacle Bancorp, Inc. | 250 | $26.2K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 250 | $26.2K | 0.00% | +72+40.4% | Added |
| Quarry LP | 244 | $25.6K | 0.01% | −189−43.6% | Reduced |
| Penserra Capital Management LLC | 246 | $25.0K | 0.00% | −53−17.7% | Reduced |
| Denali Advisors LLC | 205 | $21.5K | 0.01% | −1−0.5% | Reduced |
| HM Payson & Co | 200 | $21.0K | 0.00% | +200 | New |
| EverSource Wealth Advisors, LLC | 189 | $19.8K | 0.00% | +2+1.1% | Added |
| Versant Capital Management, Inc | 171 | $17.9K | 0.01% | +2+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $17.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 187 | $17.7K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 168 | $17.6K | 0.01% | +168 | New |
| First Manhattan Co | 163 | $17.1K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 160 | $16.8K | 0.01% | +160 | New |
| Proequities, Inc. | 157 | $16.4K | 0.00% | −75−32.3% | Reduced |
| Ronald Blue Trust, Inc. | 166 | $15.0K | 0.00% | −33−16.6% | Reduced |
| Rakuten Investment Management, Inc. | 134 | $14.0K | 0.00% | +134 | New |
| Fortitude Family Office, LLC | 128 | $13.4K | 0.01% | +128 | New |
| Salem Investment Counselors Inc | 126 | $13.2K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 125 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 116 | $12.2K | 0.00% | −45−28.0% | Reduced |
| Private Wealth Management Group, LLC | 110 | $11.5K | 0.01% | +110 | New |
| Johnson Financial Group, Inc. | 107 | $11.2K | 0.00% | +107 | New |
| Godsey & Gibb Associates | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $9.52K | 0.00% | −85−53.1% | Reduced |
| Exchange Traded Concepts, LLC | 84 | $8.80K | 0.00% | −622−88.1% | Reduced |
| Venturi Wealth Management, LLC | 83 | $8.70K | 0.00% | −16−16.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $8.59K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 80 | $8.38K | 0.00% | +80 | New |
| Massmutual Trust Co FSB | 78 | $8.17K | 0.00% | −23−22.8% | Reduced |
| Loomis Sayles & Co L P | 76 | $8.00K | 0.00% | −60−44.1% | Reduced |
| Global Retirement Partners, LLC | 75 | $7.86K | 0.00% | −1−1.3% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $7.86K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $7.86K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $7.86K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $6.92K | 0.00% | +66 | New |
| West Tower Group, LLC | 61 | $6.39K | 0.01% | −171−73.7% | Reduced |
| Sunbelt Securities, Inc. | 58 | $6.08K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $5.66K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $5.34K | 0.00% | +1+2.0% | Added |
| Tyler-Stone Wealth Management | 50 | $5.24K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $5.03K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $4.61K | 0.00% | −27−38.0% | Reduced |
| EntryPoint Capital, LLC | 44 | $4.61K | 0.00% | +44 | New |
| Sachetta, LLC | 40 | $4.19K | 0.00% | +40 | New |
| Kelly Financial Services LLC | 40 | $4.19K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $4.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 42 | $4.00K | 0.00% | −14−25.0% | Reduced |
| CKW Financial Group | 35 | $4.00K | 0.00% | +35 | New |