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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 4,526 | $625.0K | 0.01% | −231−4.9% | Reduced |
| Quadcap Wealth Management, LLC | 4,516 | $623.4K | 0.14% | −327−6.8% | Reduced |
| Ieq Capital, LLC | 4,505 | $621.8K | 0.01% | +1,829+68.3% | Added |
| Acorn Financial Advisory Services Inc | 4,437 | $612.5K | 0.12% | −467−9.5% | Reduced |
| US Bancorp | 4,350 | $600.5K | 0.00% | −124−2.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 4,340 | $599.1K | 0.01% | +1,883+76.6% | Added |
| Guggenheim Capital LLC | 4,339 | $599.0K | 0.00% | +367+9.2% | Added |
| Fifth Third Bancorp | 4,329 | $597.6K | 0.00% | +58+1.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,305 | $594.3K | 0.01% | +4,305 | New |
| Steward Partners Investment Advisory, LLC | 4,290 | $592.2K | 0.01% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 4,115 | $568.1K | 0.14% | +4,115 | New |
| ARS Wealth Advisors Group, LLC | 4,100 | $566.0K | 0.08% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 4,091 | $564.8K | 0.02% | −219−5.1% | Reduced |
| City Holding Co | 4,045 | $558.4K | 0.08% | −25−0.6% | Reduced |
| Maryland State Retirement & Pension System | 4,370 | $555.4K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 3,930 | $543.0K | 0.01% | −238−5.7% | Reduced |
| MAI Capital Management | 3,789 | $523.1K | 0.01% | +58+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,782 | $522.0K | 0.00% | +1,396+58.5% | Added |
| JustInvest LLC | 3,778 | $521.5K | 0.01% | +260+7.4% | Added |
| Everence Capital Management Inc | 3,750 | $518.0K | 0.03% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,691 | $509.5K | 0.01% | +3,691 | New |
| Meitav Dash Investments Ltd | 3,673 | $507.1K | 0.01% | +3,673 | New |
| Captrust Financial Advisors | 3,505 | $483.9K | 0.00% | −754−17.7% | Reduced |
| WSFS Capital Management, LLC | 3,500 | $483.2K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,500 | $483.2K | 0.03% | 00.0% | Unchanged |
| Hartford Investment Management Co | 3,490 | $481.8K | 0.02% | −152−4.2% | Reduced |
| Qsemble Capital Management, LP | 3,422 | $472.4K | 0.10% | +3,422 | New |
| Virtus Investment Advisers, Inc. | 3,324 | $458.9K | 0.33% | −285−7.9% | Reduced |
| Fox Run Management, L.L.C. | 3,321 | $458.5K | 0.10% | +3,321 | New |
| John W. Brooker & Co., CPAs | 3,266 | $450.9K | 0.24% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 3,185 | $439.7K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 3,177 | $439.1K | 0.00% | −76−2.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,156 | $435.7K | 0.00% | −2,069−39.6% | Reduced |
| Securian Asset Management, Inc | 3,132 | $432.4K | 0.01% | −242−7.2% | Reduced |
| Park Avenue Securities LLC | 3,113 | $430.0K | 0.01% | −97−3.0% | Reduced |
| Louisiana State Employees Retirement System | 3,100 | $428.0K | 0.01% | −200−6.1% | Reduced |
| Banco Santander, S.A. | 3,058 | $422.2K | 0.01% | +3,058 | New |
| Cullen/Frost Bankers, Inc. | 3,050 | $421.1K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,029 | $418.2K | 0.07% | 00.0% | Unchanged |
| Credit Agricole S A | 3,310 | $417.4K | 0.01% | +1,786+117.2% | Added |
| Pictet & Cie (Europe) SA | 3,000 | $414.1K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,000 | $414.1K | 0.02% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 2,983 | $411.8K | 0.18% | −1,810−37.8% | Reduced |
| Range Financial Group LLC | 2,947 | $406.8K | 0.21% | +2,947 | New |
| Empowered Funds, LLC | 2,924 | $403.7K | 0.01% | +2,924 | New |
| Corton Capital Inc. | 2,905 | $401.0K | 0.15% | −1,097−27.4% | Reduced |
| Keybank National Association | 2,903 | $400.8K | 0.00% | +24+0.8% | Added |
| Shell Asset Management Co | 2,879 | $399.0K | 0.02% | −1,999−41.0% | Reduced |
| Gateway Advisory, LLC | 2,842 | $392.3K | 0.07% | +556+24.3% | Added |
| Change Path, LLC | 2,806 | $387.0K | 0.02% | +2,806 | New |
| Convergence Investment Partners, LLC | 2,747 | $379.0K | 0.15% | +2,747 | New |
| Stevens Capital Management LP | 2,736 | $378.0K | 0.07% | −656−19.3% | Reduced |
| Plato Investment Management Ltd | 2,729 | $376.7K | 0.04% | +2,729 | New |
| Coldstream Capital Management Inc | 2,720 | $375.5K | 0.01% | +44+1.6% | Added |
| Meiji Yasuda Life Insurance Co | 2,720 | $375.5K | 0.01% | −1,680−38.2% | Reduced |
| E. Ohman J:or Asset Management AB | 2,700 | $372.7K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,686 | $371.0K | 0.01% | −200−6.9% | Reduced |
| Wellington Management Group LLP | 2,655 | $366.5K | 0.00% | −201−7.0% | Reduced |
| Veriti Management LLC | 2,590 | $357.5K | 0.03% | +98+3.9% | Added |
| Hollencrest Capital Management | 2,589 | $357.4K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,560 | $353.4K | 0.00% | +2,560 | New |
| V-Square Quantitative Management LLC | 2,524 | $348.4K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 2,460 | $339.6K | 0.01% | +3+0.1% | Added |
| Pearl River Capital, LLC | 2,445 | $337.5K | 0.05% | −19,150−88.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,417 | $333.7K | 0.00% | +84+3.6% | Added |
| Tokio Marine Asset Management Co Ltd | 2,377 | $328.1K | 0.02% | +253+11.9% | Added |
| Eqis Capital Management, Inc. | 2,358 | $325.5K | 0.03% | +93+4.1% | Added |
| Vontobel Holding Ltd. | 2,355 | $325.1K | 0.00% | −416−15.0% | Reduced |
| Burney Co | 2,354 | $325.0K | 0.01% | −506−17.7% | Reduced |
| Gsa Capital Partners LLP | 2,311 | $319.0K | 0.03% | +2,311 | New |
| CIBC Private Wealth Group, LLC | 2,289 | $315.5K | 0.00% | +43+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 2,264 | $312.5K | 0.01% | −671−22.9% | Reduced |
| Empirical Finance, LLC | 2,202 | $304.0K | 0.02% | +60+2.8% | Added |
| Metropolitan Life Insurance Co | 2,171 | $299.7K | 0.01% | −21−1.0% | Reduced |
| Two Sigma Investments, LP | 2,101 | $290.0K | 0.00% | −50,753−96.0% | Reduced |
| CWM, LLC | 2,083 | $288.0K | 0.00% | +546+35.5% | Added |
| Walleye Capital LLC | 2,065 | $285.1K | 0.00% | −13,219−86.5% | Reduced |
| Mirabella Financial Services LLP | 2,007 | $277.1K | 0.02% | +2,007 | New |
| Meritage Group LP | 2,007 | $277.0K | 0.01% | +2,007 | New |
| Ethic Inc. | 2,005 | $276.8K | 0.01% | −211−9.5% | Reduced |
| Connectus Wealth, LLC | 2,000 | $276.1K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 1,915 | $264.4K | 0.02% | +1,915 | New |
| Greenleaf Trust | 1,891 | $261.1K | 0.00% | +1,891 | New |
| Norinchukin Bank, The | 1,874 | $258.7K | 0.01% | +1,874 | New |
| Personal Cfo Solutions, LLC | 1,847 | $255.0K | 0.04% | +1,847 | New |
| Edgestream Partners, L.P. | 1,794 | $247.7K | 0.01% | −1,290−41.8% | Reduced |
| Banque Pictet & Cie SA | 1,794 | $247.7K | 0.00% | −904−33.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 1,778 | $245.5K | 0.02% | −141−7.3% | Reduced |
| Checchi Capital Advisers, LLC | 1,771 | $244.5K | 0.02% | +1,771 | New |
| Hamilton Wealth, LLC | 1,760 | $243.0K | 0.08% | +1,760 | New |
| Coastline Trust Co | 1,750 | $241.6K | 0.03% | −330−15.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,750 | $241.6K | 0.02% | +1,750 | New |
| Sequoia Financial Advisors, LLC | 1,741 | $240.3K | 0.00% | −1,196−40.7% | Reduced |
| Metis Global Partners, LLC | 1,728 | $238.6K | 0.01% | +1,728 | New |
| Northwestern Mutual Investment Management Company, LLC | 1,709 | $235.9K | 0.01% | +4+0.2% | Added |
| Deseret Mutual Benefit Administrators | 1,709 | $235.9K | 0.12% | +119+7.5% | Added |
| Blair William & Co | 1,700 | $234.7K | 0.00% | −750−30.6% | Reduced |
| Caxton Associates LP | 1,688 | $233.0K | 0.02% | +1,688 | New |
| Buckingham Strategic Partners | 1,676 | $231.4K | 0.01% | +1,676 | New |
| Jump Financial, LLC | 1,669 | $230.4K | 0.01% | −4,615−73.4% | Reduced |