Skip to main content

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, Q2 2024

Institutional positions in Davita Inc. as of Jun 30, 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
560
+25 vs. Q1 2024
Shares held
76.2M
−1.66M (−2.1%) vs. Q1 2024
Total value
$10.6B
−$182.4M (−1.7%) vs. Q1 2024
New holders
84
167 more added
Sold out
59
215 more reduced

9 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 560 institutions
Q1 2021: 492 institutionsQ2 2021: 516 institutionsQ3 2021: 513 institutionsQ4 2021: 493 institutionsQ1 2022: 511 institutionsQ2 2022: 464 institutionsQ3 2022: 442 institutionsQ4 2022: 445 institutionsQ1 2023: 442 institutionsQ2 2023: 471 institutionsQ3 2023: 505 institutionsQ4 2023: 536 institutionsQ1 2024: 544 institutionsQ2 2024: 560 institutionsQ3 2024: 601 institutionsQ4 2024: 596 institutionsQ1 2025: 597 institutionsQ2 2025: 593 institutionsQ3 2025: 562 institutionsQ4 2025: 534 institutionsQ1 2026: 584 institutionsQ2 2026: 633 institutions
Value heldQ2 2024: $10.6B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $10.4BQ4 2021: $9.61BQ1 2022: $9.26BQ2 2022: $6.53BQ3 2022: $6.61BQ4 2022: $5.83BQ1 2023: $6.32BQ2 2023: $7.86BQ3 2023: $7.50BQ4 2023: $8.30BQ1 2024: $10.8BQ2 2024: $10.6BQ3 2024: $12.2BQ4 2024: $11.0BQ1 2025: $10.9BQ2 2025: $10.0BQ3 2025: $8.93BQ4 2025: $7.55BQ1 2026: $9.54BQ2 2026: $13.1B
Institutions holding DVA and their total value by quarter
QuarterHoldersValue
Q2 2026633$13.1B
Q1 2026584$9.54B
Q4 2025534$7.55B
Q3 2025562$8.93B
Q2 2025593$10.0B
Q1 2025597$10.9B
Q4 2024596$11.0B
Q3 2024601$12.2B
Q2 2024560$10.6B
Q1 2024544$10.8B
Q4 2023536$8.30B
Q3 2023505$7.50B
Q2 2023471$7.86B
Q1 2023442$6.32B
Q4 2022445$5.83B
Q3 2022442$6.61B
Q2 2022464$6.53B
Q1 2022511$9.26B
Q4 2021493$9.61B
Q3 2021513$10.4B
Q2 2021516$11.1B
Q1 2021492$10.3B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q1 2024.

Institutions holding DVA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
WestEnd Advisors, LLC1$1390.00%00.0%Unchanged
Larson Financial Group LLC1$1390.00%00.0%Unchanged
Rakuten Securities, Inc.3$4160.00%−17−85.0%Reduced
Iron Horse Wealth Management, LLC3$4160.00%+3New
Wetzel Investment Advisors, Inc.4$5520.00%00.0%Unchanged
WR Wealth Planners, LLC4$5540.00%+1+33.3%Added
Great Lakes Retirement, Inc.4$5540.00%+4New
Opal Wealth Advisors, LLC4$5550.00%+4New
Dunhill Financial, LLC5$6400.00%+1+25.0%Added
Ruedi Wealth Management, Inc.6$8310.00%+6New
GW&K Investment Management, LLC8$1.00K0.00%+1+14.3%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC8$1.11K0.00%−78−90.7%Reduced
TFC Financial Management8$1.11K0.00%−41−83.7%Reduced
SRS Capital Advisors, Inc.8$1.11K0.00%+8New
Ashton Thomas Private Wealth, LLC8$1.11K0.00%+8New
Zions Bancorporation, N.A.9$1.25K0.00%−350−97.5%Reduced
True Wealth Design, LLC9$1.25K0.00%+2+28.6%Added
Kayne Anderson Rudnick Investment Management LLC10$1.39K0.00%00.0%Unchanged
Fairway Wealth LLC13$1.80K0.00%+13New
MCF Advisors LLC13$1.80K0.00%00.0%Unchanged
RFP Financial Group LLC15$2.08K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.15$2.08K0.00%+2+15.4%Added
Raffa Wealth Management, LLC17$2.36K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC18$2.49K0.00%00.0%Unchanged
Aspect Partners, LLC19$2.63K0.00%00.0%Unchanged
Bell Investment Advisors, Inc22$3.05K0.00%+5+29.4%Added
Red Tortoise LLC23$3.19K0.00%00.0%Unchanged
Manchester Capital Management LLC23$3.19K0.00%+18+360.0%Added
SJS Investment Consulting Inc.24$3.33K0.00%00.0%Unchanged
DT Investment Partners, LLC24$3.33K0.00%+24New
LRI Investments, LLC25$3.46K0.00%00.0%Unchanged
Abound Wealth Management28$3.88K0.00%−7−20.0%Reduced
VisionPoint Advisory Group, LLC35$4.85K0.00%00.0%Unchanged
CKW Financial Group35$5.00K0.00%00.0%Unchanged
MV Capital Management, Inc.37$5.13K0.00%00.0%Unchanged
Sachetta, LLC40$5.46K0.00%00.0%Unchanged
Kelly Financial Services LLC40$5.54K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc43$5.96K0.00%−32−42.7%Reduced
Harbour Investments, Inc.45$6.24K0.00%−2−4.3%Reduced
Prestige Wealth Management Group LLC48$6.65K0.00%00.0%Unchanged
Tyler-Stone Wealth Management50$6.93K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC50$6.93K0.00%+6+13.6%Added
Capital Advisors, Ltd. LLC51$7.00K0.00%+5+10.9%Added
Sugarloaf Wealth Management, LLC54$7.48K0.00%00.0%Unchanged
Anfield Capital Management, LLC54$7.48K0.00%+54New
Sunbelt Securities, Inc.58$8.04K0.00%00.0%Unchanged
Crewe Advisors LLC66$9.15K0.00%00.0%Unchanged
Allworth Financial LP67$9.24K0.00%+23+52.3%Added
Continuum Advisory, LLC67$9.28K0.00%+1+1.5%Added
Alaska Permanent Fund Corp74$10.1K0.00%+74New
Adirondack Trust Co75$10.4K0.00%00.0%Unchanged
Front Row Advisors LLC75$10.4K0.00%00.0%Unchanged
Bank of New Hampshire75$10.4K0.00%00.0%Unchanged
Massmutual Trust Co FSB83$11.5K0.00%+7+9.2%Added
Annis Gardner Whiting Capital Advisors, LLC88$12.2K0.00%+3+3.5%Added
Private Trust Co NA97$13.4K0.00%00.0%Unchanged
CVA Family Office, LLC98$13.6K0.00%+98New
Umb Bank N A99$13.7K0.00%−1,179−92.3%Reduced
Godsey & Gibb Associates100$13.9K0.00%00.0%Unchanged
Tortoise Investment Management, LLC100$13.9K0.00%00.0%Unchanged
ZRC Wealth Management, LLC100$13.9K0.01%00.0%Unchanged
Johnson Financial Group, Inc.107$14.8K0.00%00.0%Unchanged
Private Wealth Management Group, LLC110$15.2K0.01%00.0%Unchanged
Proequities, Inc.115$15.9K0.00%−39−25.3%Reduced
Frazier Financial Advisors, LLC118$16.4K0.01%+17+16.8%Added
Salem Investment Counselors Inc125$17.3K0.00%00.0%Unchanged
Fortitude Family Office, LLC128$17.7K0.01%00.0%Unchanged
Sandy Spring Bank129$17.9K0.00%00.0%Unchanged
Innealta Capital, LLC142$19.7K0.01%+142New
Jones Financial Companies LLLP149$20.6K0.00%+51+52.0%Added
CoreCap Advisors, LLC150$20.8K0.00%+150New
Criterion Capital Advisors, LLC160$22.2K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt169$23.4K0.00%00.0%Unchanged
Tucker Asset Management LLC177$24.5K0.01%+177New
Assetmark, Inc185$25.6K0.00%−53−22.3%Reduced
HM Payson & Co200$27.7K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC200$27.7K0.00%+200New
Ronald Blue Trust, Inc.211$29.1K0.00%+78+58.6%Added
Sentry Investment Management LLC224$31.0K0.01%−46−17.0%Reduced
Venturi Wealth Management, LLC245$34.0K0.00%+137+126.9%Added
TD Private Client Wealth LLC298$41.3K0.00%+3+1.0%Added
Ibex Wealth Advisors300$41.6K0.01%+300New
Cromwell Holdings LLC302$41.8K0.03%+302New
Resources Management Corp300$42.0K0.01%00.0%Unchanged
Family Firm, Inc.313$43.4K0.01%+313New
Principal Securities, Inc.314$43.5K0.00%+1+0.3%Added
Farther Finance Advisors, LLC318$44.1K0.00%−1−0.3%Reduced
Versant Capital Management, Inc326$45.2K0.01%+155+90.6%Added
Friedenthal Financial347$48.1K0.03%+347New
TD Waterhouse Canada Inc.351$48.6K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC360$49.9K0.01%00.0%Unchanged
Global Retirement Partners, LLC390$54.0K0.00%+295+310.5%Added
Parkside Financial Bank & Trust409$56.7K0.01%−3−0.7%Reduced
Parallel Advisors, LLC420$58.2K0.00%+51+13.8%Added
Leonteq Securities AG422$58.5K0.01%−60−12.4%Reduced
Duncker Streett & Co Inc450$62.4K0.01%00.0%Unchanged
Signaturefd, LLC457$63.3K0.00%−294−39.1%Reduced
Lindbrook Capital, LLC462$64.0K0.01%+115+33.1%Added
Point72 Hong Kong Ltd492$68.2K0.00%+492New
Ameritas Investment Partners, Inc.545$75.5K0.00%−76−12.2%Reduced