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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Plato Investment Management Ltd | 2,729 | $378.2K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,757 | $382.0K | 0.01% | +37+1.4% | Added |
| Keybank National Association | 2,766 | $383.3K | 0.00% | −137−4.7% | Reduced |
| ISAM Funds (UK) Ltd | 2,768 | $383.6K | 0.29% | +2,768 | New |
| Applied Finance Capital Management, LLC | 2,768 | $383.6K | 0.02% | +2,768 | New |
| Wellington Management Group LLP | 2,874 | $398.3K | 0.00% | +219+8.2% | Added |
| Meiji Yasuda Life Insurance Co | 2,890 | $400.5K | 0.01% | +170+6.3% | Added |
| Louisiana State Employees Retirement System | 2,900 | $401.9K | 0.01% | −200−6.5% | Reduced |
| Precision Wealth Strategies, LLC | 2,931 | $406.1K | 0.42% | +2,931 | New |
| Securian Asset Management, Inc | 2,932 | $406.3K | 0.01% | −200−6.4% | Reduced |
| Change Path, LLC | 2,951 | $409.0K | 0.02% | +145+5.2% | Added |
| Veriti Management LLC | 2,965 | $410.9K | 0.03% | +375+14.5% | Added |
| Perfromance Wealth Partners, LLC | 3,000 | $415.7K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 3,004 | $416.0K | 0.01% | −109−3.5% | Reduced |
| Nebula Research & Development LLC | 3,013 | $417.5K | 0.07% | +3,013 | New |
| Strategic Financial Concepts, LLC | 57,181 | $419.0K | 0.00% | +57,181 | New |
| NWF Advisory Services Inc. | 3,029 | $419.7K | 0.07% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,050 | $422.6K | 0.01% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 3,096 | $429.0K | 0.17% | +113+3.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 3,213 | $445.2K | 0.00% | +57+1.8% | Added |
| John W. Brooker & Co., CPAs | 3,266 | $452.6K | 0.23% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,284 | $455.1K | 0.09% | −37−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,314 | $459.2K | 0.01% | +2,624+380.3% | Added |
| Hartford Investment Management Co | 3,324 | $460.6K | 0.02% | −166−4.8% | Reduced |
| M&T Bank Corp | 3,391 | $470.3K | 0.00% | +214+6.7% | Added |
| Captrust Financial Advisors | 3,423 | $474.3K | 0.00% | −82−2.3% | Reduced |
| Mackenzie Financial Corp | 3,444 | $477.2K | 0.00% | −1,226−26.3% | Reduced |
| WSFS Capital Management, LLC | 3,500 | $485.0K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,500 | $485.0K | 0.02% | 00.0% | Unchanged |
| Scientech Research LLC | 3,679 | $509.8K | 0.11% | −1,236−25.1% | Reduced |
| Johnson Investment Counsel Inc | 3,691 | $511.5K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 3,747 | $519.2K | 0.01% | −42−1.1% | Reduced |
| Everence Capital Management Inc | 3,750 | $521.0K | 0.04% | 00.0% | Unchanged |
| Range Financial Group LLC | 3,773 | $522.8K | 0.27% | +826+28.0% | Added |
| Ostrum Asset Management | 3,873 | $536.7K | 0.05% | −9,992−72.1% | Reduced |
| Kentucky Retirement Systems | 3,899 | $540.3K | 0.02% | −192−4.7% | Reduced |
| Toroso Investments, LLC | 3,917 | $542.8K | 0.01% | −4,838−55.3% | Reduced |
| Maryland State Retirement & Pension System | 3,928 | $544.3K | 0.01% | −442−10.1% | Reduced |
| Mizuho Securities USA LLC | 3,993 | $553.3K | 0.01% | +3,993 | New |
| City Holding Co | 3,996 | $553.7K | 0.08% | −49−1.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,029 | $558.3K | 0.00% | −1,679−29.4% | Reduced |
| US Bancorp | 4,096 | $567.6K | 0.00% | −254−5.8% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,100 | $568.1K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,130 | $572.3K | 0.01% | +1,822+78.9% | Added |
| Perkins Coie Trust Co | 4,145 | $574.4K | 0.13% | +4,145 | New |
| Walleye Capital LLC | 4,149 | $574.9K | 0.01% | +2,084+100.9% | Added |
| Fifth Third Bancorp | 4,154 | $575.6K | 0.00% | −175−4.0% | Reduced |
| iA Global Asset Management Inc. | 4,158 | $576.0K | 0.01% | +228+5.8% | Added |
| Lifeworks Advisors, LLC | 4,189 | $580.5K | 0.16% | −611−12.7% | Reduced |
| MBB Public Markets I LLC | 4,200 | $582.0K | 0.01% | +4,200 | New |
| Koss-Olinger Consulting, LLC | 4,266 | $591.0K | 0.05% | +4,266 | New |
| Steward Partners Investment Advisory, LLC | 4,290 | $594.5K | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,361 | $604.3K | 0.01% | −319−6.8% | Reduced |
| Oregon Public Employees Retirement Fund | 4,399 | $609.6K | 0.01% | −200−4.3% | Reduced |
| Acorn Financial Advisory Services Inc | 4,429 | $613.7K | 0.11% | −8−0.2% | Reduced |
| Quadcap Wealth Management, LLC | 4,506 | $624.4K | 0.11% | −10−0.2% | Reduced |
| Petrus Trust Company, LTA | 4,510 | $625.0K | 0.06% | +4,510 | New |
| Teachers Retirement System of the State of Kentucky | 4,526 | $628.0K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 4,548 | $630.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,561 | $632.0K | 0.00% | −562−11.0% | Reduced |
| Empowered Funds, LLC | 4,637 | $642.5K | 0.01% | +1,713+58.6% | Added |
| Ieq Capital, LLC | 4,659 | $645.5K | 0.01% | +154+3.4% | Added |
| XTX Topco Ltd | 4,746 | $657.7K | 0.06% | +4,746 | New |
| Mirae Asset Global Investments Co., Ltd. | 4,689 | $663.3K | 0.00% | −11,466−71.0% | Reduced |
| Radnor Capital Management, LLC | 4,800 | $665.0K | 0.20% | 00.0% | Unchanged |
| JustInvest LLC | 4,938 | $671.0K | 0.01% | +1,160+30.7% | Added |
| Federation des caisses Desjardins du Quebec | 4,935 | $683.8K | 0.00% | −543−9.9% | Reduced |
| MML Investors Services, LLC | 5,232 | $725.0K | 0.00% | −1,120−17.6% | Reduced |
| IHT Wealth Management, LLC | 5,286 | $733.0K | 0.03% | +340+6.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,293 | $733.5K | 0.01% | +4+0.1% | Added |
| Oppenheimer & Co Inc | 5,295 | $733.7K | 0.01% | +200+3.9% | Added |
| Atlas Capital Advisors LLC | 5,361 | $742.9K | 0.10% | −893−14.3% | Reduced |
| Aviva PLC | 5,363 | $743.2K | 0.00% | −31,499−85.5% | Reduced |
| Janus Henderson Group PLC | 5,390 | $746.8K | 0.00% | −280−4.9% | Reduced |
| Thrivent Financial for Lutherans | 5,443 | $754.0K | 0.00% | −12−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 5,463 | $757.0K | 0.01% | −684−11.1% | Reduced |
| Convergence Investment Partners, LLC | 5,472 | $758.3K | 0.22% | +2,725+99.2% | Added |
| Van Eck Associates Corp | 5,562 | $771.0K | 0.00% | −1,482−21.0% | Reduced |
| CWM Advisors, LLC | 5,608 | $777.1K | 0.09% | −844−13.1% | Reduced |
| Rafferty Asset Management, LLC | 5,622 | $779.0K | 0.00% | +61+1.1% | Added |
| State of Alaska, Department of Revenue | 5,629 | $780.0K | 0.01% | −215−3.7% | Reduced |
| Stifel Financial Corp | 5,699 | $789.7K | 0.00% | −65−1.1% | Reduced |
| Public Employees Retirement Association of Colorado | 5,742 | $796.0K | 0.00% | −475−7.6% | Reduced |
| Delta Financial Advisors LLC | 5,755 | $797.5K | 0.31% | 00.0% | Unchanged |
| Bokf, NA | 5,761 | $798.3K | 0.01% | +28+0.5% | Added |
| Contravisory Investment Management, Inc. | 5,791 | $802.5K | 0.18% | −80−1.4% | Reduced |
| Daiwa Securities Group Inc. | 5,839 | $809.0K | 0.00% | +507+9.5% | Added |
| Smith Group Asset Management, LLC | 5,860 | $812.0K | 0.07% | −50−0.8% | Reduced |
| FIL Ltd | 5,861 | $812.2K | 0.00% | +5,861 | New |
| Qtron Investments LLC | 5,903 | $818.0K | 0.12% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,921 | $820.5K | 0.00% | −1,677,525−99.6% | Reduced |
| Private Advisory Group LLC | 5,942 | $823.4K | 0.11% | +5,942 | New |
| Cambridge Investment Research Advisors, Inc. | 5,944 | $824.0K | 0.00% | +2,162+57.2% | Added |
| Mariner, LLC | 5,979 | $828.5K | 0.00% | +128+2.2% | Added |
| Basepoint Wealth LLC | 6,062 | $840.0K | 0.66% | −1,918−24.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 6,066 | $840.6K | 0.01% | +1,726+39.8% | Added |
| Atria Wealth Solutions, Inc. | 6,068 | $840.8K | 0.01% | +1,279+26.7% | Added |
| Brinker Capital Investments, LLC | 6,200 | $859.1K | 0.01% | −726−10.5% | Reduced |
| Orion Portfolio Solutions, LLC | 6,200 | $859.1K | 0.01% | −726−10.5% | Reduced |
| Nissay Asset Management Corp | 6,418 | $889.3K | 0.01% | −44−0.7% | Reduced |