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 |
|---|---|---|---|---|---|
| Machina Capital S.A.S. | 1,659 | $229.0K | 0.12% | +1,659 | New |
| Wetherby Asset Management Inc | 1,654 | $228.3K | 0.01% | +1,654 | New |
| Fort Washington Investment Advisors Inc | 1,629 | $224.9K | 0.00% | +1,629 | New |
| Todd Asset Management LLC | 1,629 | $224.9K | 0.00% | +1,629 | New |
| Paloma Partners Management Co | 1,626 | $224.5K | 0.03% | +1,626 | New |
| Ferguson Wellman Capital Management, Inc | 1,625 | $224.3K | 0.00% | +1,625 | New |
| Cozad Asset Management Inc | 1,603 | $221.3K | 0.02% | +1,603 | New |
| Sivia Capital Partners, LLC | 1,594 | $220.1K | 0.15% | +1,594 | New |
| National Asset Management, Inc. | 2,308 | $218.2K | 0.01% | +207+9.9% | Added |
| Gateway Investment Advisers LLC | 1,580 | $218.1K | 0.00% | +1,580 | New |
| Beacon Pointe Advisors, LLC | 1,561 | $215.5K | 0.00% | +1,561 | New |
| Wedmont Private Capital | 1,605 | $215.2K | 0.02% | +1,605 | New |
| Creative Financial Designs Inc | 1,529 | $211.1K | 0.02% | −1,707−52.8% | Reduced |
| Peregrine Asset Advisers, Inc. | 1,500 | $207.1K | 0.08% | +1,500 | New |
| Dopkins Wealth Management, LLC | 1,500 | $207.1K | 0.12% | +1,500 | New |
| Clearstead Advisors, LLC | 1,500 | $204.9K | 0.01% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 1,473 | $203.3K | 0.15% | +1,473 | New |
| Bridgefront Capital, LLC | 1,468 | $202.7K | 0.15% | +1,468 | New |
| Prelude Capital Management, LLC | 1,456 | $201.0K | 0.01% | +1,456 | New |
| Rakuten Investment Management, Inc. | 1,456 | $201.0K | 0.00% | +1,322+986.6% | Added |
| North Star Investment Management Corp. | 1,390 | $191.9K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,356 | $187.0K | 0.00% | −219−13.9% | Reduced |
| Estabrook Capital Management | 1,325 | $182.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 1,278 | $176.4K | 0.00% | −6,905−84.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,265 | $175.0K | 0.00% | −25−1.9% | Reduced |
| Vestcor Inc | 1,265 | $175.0K | 0.01% | −9−0.7% | Reduced |
| Tacita Capital Inc | 1,250 | $172.6K | 0.12% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,195 | $165.0K | 0.02% | −675−36.1% | Reduced |
| Groupama Asset Managment | 1,194 | $164.8K | 0.00% | +41+3.6% | Added |
| Horizon Investments, LLC | 1,175 | $162.2K | 0.00% | −62−5.0% | Reduced |
| First Horizon Advisors, Inc. | 1,044 | $144.1K | 0.00% | +32+3.2% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 935 | $129.1K | 0.03% | +17+1.9% | Added |
| EverSource Wealth Advisors, LLC | 857 | $119.1K | 0.01% | +668+353.4% | Added |
| Huntington National Bank | 846 | $116.8K | 0.00% | −14−1.6% | Reduced |
| FinTrust Capital Advisors, LLC | 837 | $115.5K | 0.02% | +125+17.6% | Added |
| AlphaCentric Advisors LLC | 828 | $114.3K | 0.07% | −114−12.1% | Reduced |
| Central Trust Co | 772 | $106.6K | 0.00% | −501−39.4% | Reduced |
| Signaturefd, LLC | 751 | $103.7K | 0.00% | +283+60.5% | Added |
| Covestor Ltd | 723 | $100.0K | 0.06% | −159−18.0% | Reduced |
| Meeder Asset Management Inc | 710 | $98.0K | 0.01% | −1,871−72.5% | Reduced |
| Tower Research Capital LLC (TRC) | 690 | $95.3K | 0.00% | −5,490−88.8% | Reduced |
| GAMMA Investing LLC | 657 | $90.7K | 0.02% | +104+18.8% | Added |
| Mather Group, LLC. | 857 | $89.8K | 0.00% | +857 | New |
| Ameritas Investment Partners, Inc. | 621 | $85.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 581 | $80.2K | 0.01% | +101+21.0% | Added |
| GWM Advisors LLC | 563 | $77.7K | 0.00% | −162−22.3% | Reduced |
| Rosenberg Matthew Hamilton | 558 | $76.9K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 513 | $70.8K | 0.01% | −948−64.9% | Reduced |
| Quadrant Capital Group LLC | 496 | $68.5K | 0.01% | +4+0.8% | Added |
| Leonteq Securities AG | 482 | $66.5K | 0.01% | −449−48.2% | Reduced |
| Duncker Streett & Co Inc | 450 | $62.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 412 | $56.9K | 0.01% | −21−4.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $55.2K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 369 | $50.9K | 0.00% | +50+15.7% | Added |
| Harbor Investment Advisory, LLC | 360 | $49.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 359 | $49.6K | 0.00% | +345+2,464.3% | Added |
| Lindbrook Capital, LLC | 347 | $47.9K | 0.00% | +14+4.2% | Added |
| TD Waterhouse Canada Inc. | 351 | $47.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 319 | $44.0K | 0.00% | +29+10.0% | Added |
| Principal Securities, Inc. | 313 | $43.2K | 0.00% | −38−10.8% | Reduced |
| Resources Management Corp | 300 | $41.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 295 | $40.7K | 0.00% | −8−2.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 273 | $37.7K | 0.02% | −12−4.2% | Reduced |
| Sentry Investment Management LLC | 270 | $37.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $34.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 252 | $34.5K | 0.01% | +227+908.0% | Added |
| Quarry LP | 247 | $34.1K | 0.01% | +3+1.2% | Added |
| Assetmark, Inc | 238 | $32.9K | 0.00% | −12−4.8% | Reduced |
| Denali Advisors LLC | 205 | $28.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $27.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 187 | $25.9K | 0.00% | −104−35.7% | Reduced |
| Versant Capital Management, Inc | 171 | $23.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 169 | $23.3K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 163 | $22.5K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 160 | $22.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 154 | $21.3K | 0.00% | −3−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 133 | $18.4K | 0.00% | −33−19.9% | Reduced |
| Sandy Spring Bank | 129 | $17.8K | 0.00% | +129 | New |
| Fortitude Family Office, LLC | 128 | $17.7K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 125 | $17.3K | 0.00% | −1−0.8% | Reduced |
| Private Wealth Management Group, LLC | 110 | $15.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 108 | $14.9K | 0.00% | +25+30.1% | Added |
| Johnson Financial Group, Inc. | 107 | $14.8K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 104 | $14.4K | 0.00% | −28,115−99.6% | Reduced |
| Frazier Financial Advisors, LLC | 101 | $13.9K | 0.01% | +67+197.1% | Added |
| 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 |
| Jones Financial Companies LLLP | 98 | $13.5K | 0.00% | +98 | New |
| Private Trust Co NA | 97 | $13.4K | 0.00% | −19−16.4% | Reduced |
| Global Retirement Partners, LLC | 95 | $13.1K | 0.00% | +20+26.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 86 | $11.9K | 0.00% | +86 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $11.7K | 0.00% | +3+3.7% | Added |
| Massmutual Trust Co FSB | 76 | $10.5K | 0.00% | −2−2.6% | Reduced |
| 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 |
| Adirondack Trust Co | 75 | $10.4K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $9.11K | 0.00% | 00.0% | Unchanged |