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, Q1 2024
Institutional positions in Davita Inc. as of Mar 31, 2024. 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
- 544
- +15 vs. Q4 2023
- Shares held
- 78.0M
- −1.20M (−1.5%) vs. Q4 2023
- Total value
- $10.8B
- +$2.46B (+29.6%) vs. Q4 2023
- New holders
- 68
- 174 more added
- Sold out
- 53
- 209 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Assets Advisory, LLC | 17,092 | $124 | 0.01% | +17,092 | New |
| Larson Financial Group LLC | 1 | $138 | 0.00% | −50−98.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $414 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $494 | 0.00% | +1+33.3% | Added |
| Wetzel Investment Advisors, Inc. | 4 | $504 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $691 | 0.00% | +1+25.0% | Added |
| Quest Partners LLC | 7 | $966 | 0.00% | −704−99.0% | Reduced |
| Colonial Trust Advisors | 7 | $966 | 0.00% | −10−58.8% | Reduced |
| True Wealth Design, LLC | 7 | $967 | 0.00% | +3+75.0% | Added |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $1.38K | 0.00% | +10 | New |
| MCF Advisors LLC | 13 | $1.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.79K | 0.00% | +1+8.3% | Added |
| RFP Financial Group LLC | 15 | $2.07K | 0.00% | −24−61.5% | Reduced |
| Raffa Wealth Management, LLC | 17 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $2.35K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $2.48K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $2.62K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $2.76K | 0.00% | −3−13.0% | Reduced |
| Red Tortoise LLC | 23 | $3.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $3.31K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $3.45K | 0.00% | +25 | New |
| Sofos Investments, Inc. | 26 | $3.61K | 0.00% | +22+550.0% | Added |
| Sachetta, LLC | 40 | $4.19K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $4.83K | 0.00% | −2−5.4% | Reduced |
| VisionPoint Advisory Group, LLC | 35 | $4.83K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $5.11K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $5.52K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 41 | $5.66K | 0.00% | +41 | New |
| Capital Advisors, Ltd. LLC | 46 | $6.00K | 0.00% | +4+9.5% | Added |
| Allworth Financial LP | 44 | $6.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $6.08K | 0.00% | +11+33.3% | Added |
| Harbour Investments, Inc. | 47 | $6.49K | 0.00% | +41+683.3% | Added |
| Prestige Wealth Management Group LLC | 48 | $6.63K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 49 | $6.76K | 0.00% | +41+512.5% | Added |
| Tyler-Stone Wealth Management | 50 | $6.90K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 54 | $7.00K | 0.01% | +54 | New |
| Sugarloaf Wealth Management, LLC | 54 | $7.46K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 58 | $8.01K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 66 | $9.10K | 0.00% | +66 | New |
| Crewe Advisors LLC | 66 | $9.11K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $10.5K | 0.00% | −2−2.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $11.7K | 0.00% | +3+3.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 86 | $11.9K | 0.00% | +86 | New |
| Global Retirement Partners, LLC | 95 | $13.1K | 0.00% | +20+26.7% | Added |
| Private Trust Co NA | 97 | $13.4K | 0.00% | −19−16.4% | Reduced |
| Jones Financial Companies LLLP | 98 | $13.5K | 0.00% | +98 | New |
| ZRC Wealth Management, LLC | 100 | $13.8K | 0.01% | −87−46.5% | Reduced |
| Godsey & Gibb Associates | 100 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $13.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $13.8K | 0.00% | +100 | New |
| Frazier Financial Advisors, LLC | 101 | $13.9K | 0.01% | +67+197.1% | Added |
| Group One Trading, L.P. | 104 | $14.4K | 0.00% | −28,115−99.6% | Reduced |
| Johnson Financial Group, Inc. | 107 | $14.8K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 108 | $14.9K | 0.00% | +25+30.1% | Added |
| Private Wealth Management Group, LLC | 110 | $15.2K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 125 | $17.3K | 0.00% | −1−0.8% | Reduced |
| Fortitude Family Office, LLC | 128 | $17.7K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 129 | $17.8K | 0.00% | +129 | New |
| Ronald Blue Trust, Inc. | 133 | $18.4K | 0.00% | −33−19.9% | Reduced |
| Proequities, Inc. | 154 | $21.3K | 0.00% | −3−1.9% | Reduced |
| Criterion Capital Advisors, LLC | 160 | $22.1K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 163 | $22.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $23.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 171 | $23.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $25.9K | 0.00% | −104−35.7% | Reduced |
| HM Payson & Co | 200 | $27.6K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 205 | $28.3K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 238 | $32.9K | 0.00% | −12−4.8% | Reduced |
| Quarry LP | 247 | $34.1K | 0.01% | +3+1.2% | Added |
| Smartleaf Asset Management LLC | 252 | $34.5K | 0.01% | +227+908.0% | Added |
| Pinnacle Bancorp, Inc. | 250 | $34.5K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 270 | $37.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 273 | $37.7K | 0.02% | −12−4.2% | Reduced |
| TD Private Client Wealth LLC | 295 | $40.7K | 0.00% | −8−2.6% | Reduced |
| Resources Management Corp | 300 | $41.0K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 313 | $43.2K | 0.00% | −38−10.8% | Reduced |
| Farther Finance Advisors, LLC | 319 | $44.0K | 0.00% | +29+10.0% | Added |
| TD Waterhouse Canada Inc. | 351 | $47.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 347 | $47.9K | 0.00% | +14+4.2% | Added |
| Zions Bancorporation, N.A. | 359 | $49.6K | 0.00% | +345+2,464.3% | Added |
| Harbor Investment Advisory, LLC | 360 | $49.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 369 | $50.9K | 0.00% | +50+15.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $55.2K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 412 | $56.9K | 0.01% | −21−4.8% | Reduced |
| Duncker Streett & Co Inc | 450 | $62.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 482 | $66.5K | 0.01% | −449−48.2% | Reduced |
| Quadrant Capital Group LLC | 496 | $68.5K | 0.01% | +4+0.8% | Added |
| State of Wyoming | 513 | $70.8K | 0.01% | −948−64.9% | Reduced |
| Rosenberg Matthew Hamilton | 558 | $76.9K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 563 | $77.7K | 0.00% | −162−22.3% | Reduced |
| Quent Capital, LLC | 581 | $80.2K | 0.01% | +101+21.0% | Added |