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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 4,561 | $632.0K | 0.00% | −562−11.0% | Reduced |
| Gulf International Bank (UK) Ltd | 4,548 | $630.0K | 0.02% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 4,526 | $628.0K | 0.01% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 4,510 | $625.0K | 0.06% | +4,510 | New |
| Quadcap Wealth Management, LLC | 4,506 | $624.4K | 0.11% | −10−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 4,429 | $613.7K | 0.11% | −8−0.2% | Reduced |
| Oregon Public Employees Retirement Fund | 4,399 | $609.6K | 0.01% | −200−4.3% | Reduced |
| QRG Capital Management, Inc. | 4,361 | $604.3K | 0.01% | −319−6.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,290 | $594.5K | 0.01% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 4,266 | $591.0K | 0.05% | +4,266 | New |
| MBB Public Markets I LLC | 4,200 | $582.0K | 0.01% | +4,200 | New |
| Lifeworks Advisors, LLC | 4,189 | $580.5K | 0.16% | −611−12.7% | Reduced |
| iA Global Asset Management Inc. | 4,158 | $576.0K | 0.01% | +228+5.8% | Added |
| Fifth Third Bancorp | 4,154 | $575.6K | 0.00% | −175−4.0% | Reduced |
| Walleye Capital LLC | 4,149 | $574.9K | 0.01% | +2,084+100.9% | Added |
| Perkins Coie Trust Co | 4,145 | $574.4K | 0.13% | +4,145 | New |
| National Asset Management, Inc. | 4,130 | $572.3K | 0.01% | +1,822+78.9% | Added |
| ARS Wealth Advisors Group, LLC | 4,100 | $568.1K | 0.07% | 00.0% | Unchanged |
| US Bancorp | 4,096 | $567.6K | 0.00% | −254−5.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,029 | $558.3K | 0.00% | −1,679−29.4% | Reduced |
| City Holding Co | 3,996 | $553.7K | 0.08% | −49−1.2% | Reduced |
| Mizuho Securities USA LLC | 3,993 | $553.3K | 0.01% | +3,993 | New |
| Maryland State Retirement & Pension System | 3,928 | $544.3K | 0.01% | −442−10.1% | Reduced |
| Toroso Investments, LLC | 3,917 | $542.8K | 0.01% | −4,838−55.3% | Reduced |
| Kentucky Retirement Systems | 3,899 | $540.3K | 0.02% | −192−4.7% | Reduced |
| Ostrum Asset Management | 3,873 | $536.7K | 0.05% | −9,992−72.1% | Reduced |
| Range Financial Group LLC | 3,773 | $522.8K | 0.27% | +826+28.0% | Added |
| Everence Capital Management Inc | 3,750 | $521.0K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 3,747 | $519.2K | 0.01% | −42−1.1% | Reduced |
| Johnson Investment Counsel Inc | 3,691 | $511.5K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 3,679 | $509.8K | 0.11% | −1,236−25.1% | 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 |
| Mackenzie Financial Corp | 3,444 | $477.2K | 0.00% | −1,226−26.3% | Reduced |
| Captrust Financial Advisors | 3,423 | $474.3K | 0.00% | −82−2.3% | Reduced |
| M&T Bank Corp | 3,391 | $470.3K | 0.00% | +214+6.7% | Added |
| Hartford Investment Management Co | 3,324 | $460.6K | 0.02% | −166−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,314 | $459.2K | 0.01% | +2,624+380.3% | Added |
| Fox Run Management, L.L.C. | 3,284 | $455.1K | 0.09% | −37−1.1% | Reduced |
| John W. Brooker & Co., CPAs | 3,266 | $452.6K | 0.23% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 3,213 | $445.2K | 0.00% | +57+1.8% | Added |
| ClearAlpha Technologies LP | 3,096 | $429.0K | 0.17% | +113+3.8% | Added |
| Cullen/Frost Bankers, Inc. | 3,050 | $422.6K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 3,029 | $419.7K | 0.07% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 57,181 | $419.0K | 0.00% | +57,181 | New |
| Nebula Research & Development LLC | 3,013 | $417.5K | 0.07% | +3,013 | New |
| Park Avenue Securities LLC | 3,004 | $416.0K | 0.01% | −109−3.5% | Reduced |
| Perfromance Wealth Partners, LLC | 3,000 | $415.7K | 0.02% | 00.0% | Unchanged |
| Veriti Management LLC | 2,965 | $410.9K | 0.03% | +375+14.5% | Added |
| Change Path, LLC | 2,951 | $409.0K | 0.02% | +145+5.2% | Added |
| Securian Asset Management, Inc | 2,932 | $406.3K | 0.01% | −200−6.4% | Reduced |
| Precision Wealth Strategies, LLC | 2,931 | $406.1K | 0.42% | +2,931 | New |
| Louisiana State Employees Retirement System | 2,900 | $401.9K | 0.01% | −200−6.5% | Reduced |
| Meiji Yasuda Life Insurance Co | 2,890 | $400.5K | 0.01% | +170+6.3% | Added |
| Wellington Management Group LLP | 2,874 | $398.3K | 0.00% | +219+8.2% | Added |
| 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 |
| Keybank National Association | 2,766 | $383.3K | 0.00% | −137−4.7% | Reduced |
| Coldstream Capital Management Inc | 2,757 | $382.0K | 0.01% | +37+1.4% | Added |
| Plato Investment Management Ltd | 2,729 | $378.2K | 0.04% | 00.0% | Unchanged |
| Strategic Advocates LLC | 2,714 | $376.1K | 0.15% | −2,300−45.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,709 | $375.4K | 0.00% | −37,105−93.2% | Reduced |
| E. Ohman J:or Asset Management AB | 2,700 | $374.1K | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 2,686 | $372.0K | 0.01% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 2,672 | $370.3K | 0.06% | −170−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,658 | $368.3K | 0.02% | +281+11.8% | Added |
| Financial Strategies Group, Inc. | 2,631 | $362.9K | 0.09% | +2,631 | New |
| Hollencrest Capital Management | 2,589 | $358.8K | 0.02% | 00.0% | Unchanged |
| Colony Group, LLC | 2,586 | $358.0K | 0.00% | +2,586 | New |
| Burns Matteson Capital Management, LLC | 2,582 | $357.8K | 0.22% | +2,582 | New |
| Atria Investments LLC | 2,580 | $357.5K | 0.00% | +2,580 | New |
| Alps Advisors Inc | 2,545 | $352.7K | 0.00% | −15−0.6% | Reduced |
| Los Angeles Capital Management LLC | 2,501 | $346.6K | 0.00% | −32,492−92.9% | Reduced |
| Dynamic Advisor Solutions LLC | 2,459 | $340.7K | 0.01% | −10.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,408 | $333.7K | 0.00% | −9−0.4% | Reduced |
| Virtus Investment Advisers, Inc. | 2,381 | $329.9K | 0.28% | −943−28.4% | Reduced |
| United Capital Financial Advisers, LLC | 2,337 | $323.8K | 0.00% | −2,536−52.0% | Reduced |
| Verition Fund Management LLC | 2,322 | $321.8K | 0.00% | +2,322 | New |
| Two Sigma Securities, LLC | 2,282 | $316.2K | 0.02% | +2,282 | New |
| Private Advisor Group, LLC | 2,276 | $315.4K | 0.00% | +2,276 | New |
| Rakuten Investment Management, Inc. | 2,229 | $315.3K | 0.00% | +773+53.1% | Added |
| Whittier Trust Co of Nevada Inc | 2,264 | $313.7K | 0.01% | 00.0% | Unchanged |
| Meritage Group LP | 2,230 | $309.0K | 0.01% | +223+11.1% | Added |
| CIBC Private Wealth Group, LLC | 2,207 | $303.2K | 0.00% | −82−3.6% | Reduced |
| Ethic Inc. | 2,188 | $303.2K | 0.01% | +183+9.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,180 | $302.1K | 0.21% | +2,180 | New |
| M Holdings Securities, Inc. | 2,166 | $300.0K | 0.04% | +2,166 | New |
| Jump Financial, LLC | 2,065 | $286.1K | 0.01% | +396+23.7% | Added |
| V-Square Quantitative Management LLC | 2,049 | $283.9K | 0.05% | −475−18.8% | Reduced |
| Trustmark National Bank Trust Department | 2,013 | $278.9K | 0.02% | +2,013 | New |
| CAPROCK Group, Inc. | 1,980 | $276.4K | 0.01% | +1,980 | New |
| Empirical Finance, LLC | 1,983 | $274.8K | 0.02% | −219−9.9% | Reduced |
| Eqis Capital Management, Inc. | 1,956 | $271.0K | 0.02% | −402−17.0% | Reduced |
| CWM, LLC | 1,925 | $267.0K | 0.00% | −158−7.6% | Reduced |
| Burney Co | 1,919 | $265.9K | 0.01% | −435−18.5% | Reduced |
| Vontobel Holding Ltd. | 1,914 | $265.2K | 0.00% | −441−18.7% | Reduced |
| Greenleaf Trust | 1,903 | $263.7K | 0.00% | +12+0.6% | Added |
| Bridgefront Capital, LLC | 1,888 | $261.6K | 0.11% | +420+28.6% | Added |
| Norinchukin Bank, The | 1,874 | $259.7K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 1,858 | $257.5K | 0.04% | +11+0.6% | Added |