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, Q3 2024
Institutional positions in Davita Inc. as of Sep 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
- 601
- +44 vs. Q2 2024
- Shares held
- 74.6M
- +3.32M (+4.7%) vs. Q2 2024
- Total value
- $12.2B
- +$2.33B (+23.6%) vs. Q2 2024
- New holders
- 92
- 184 more added
- Sold out
- 48
- 225 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| WestEnd Advisors, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $492 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $984 | 0.00% | +6 | New |
| Harbour Investments, Inc. | 8 | $1.31K | 0.00% | −37−82.2% | Reduced |
| Baldwin Brothers Inc | 8 | $1.31K | 0.00% | +8 | New |
| TFC Financial Management | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.64K | 0.00% | +2+25.0% | Added |
| Dunhill Financial, LLC | 10 | $1.69K | 0.00% | +5+100.0% | Added |
| GW&K Investment Management, LLC | 15 | $2.00K | 0.00% | +7+87.5% | Added |
| MCF Advisors LLC | 13 | $2.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.79K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $2.95K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $3.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 22 | $3.61K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $3.77K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $3.77K | 0.00% | +23 | New |
| SJS Investment Consulting Inc. | 23 | $3.77K | 0.00% | −1−4.2% | Reduced |
| LRI Investments, LLC | 25 | $3.86K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 26 | $4.26K | 0.01% | +26 | New |
| SRS Capital Advisors, Inc. | 26 | $4.26K | 0.00% | +18+225.0% | Added |
| Abound Wealth Management | 28 | $4.59K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $6.07K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 37 | $6.07K | 0.00% | +14+60.9% | Added |
| 1620 Investment Advisors, Inc. | 38 | $6.23K | 0.00% | +38 | New |
| Allworth Financial LP | 39 | $6.39K | 0.00% | −28−41.8% | Reduced |
| Sachetta, LLC | 40 | $6.56K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $7.00K | 0.00% | −6−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 43 | $7.05K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $7.87K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 49 | $8.03K | 0.00% | −1−2.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $8.20K | 0.00% | +50 | New |
| Capital Performance Advisors LLP | 52 | $8.52K | 0.00% | +52 | New |
| Anfield Capital Management, LLC | 54 | $8.85K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $8.85K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 57 | $9.35K | 0.01% | −61−51.7% | Reduced |
| Continuum Advisory, LLC | 61 | $9.42K | 0.00% | −6−9.0% | Reduced |
| Sunbelt Securities, Inc. | 58 | $9.51K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 92 | $12.0K | 0.00% | +92 | New |
| Alaska Permanent Fund Corp | 74 | $12.1K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 80 | $13.1K | 0.00% | +80 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $13.9K | 0.00% | −3−3.4% | Reduced |
| Private Trust Co NA | 97 | $15.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 98 | $16.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 99 | $16.2K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $16.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $16.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $16.6K | 0.00% | +18+21.7% | Added |
| Johnson Financial Group, Inc. | 107 | $17.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 107 | $17.5K | 0.01% | +104+3,466.7% | Added |
| Private Wealth Management Group, LLC | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 111 | $18.2K | 0.00% | −4−3.5% | Reduced |
| Ashton Thomas Securities, LLC | 117 | $19.2K | 0.00% | +117 | New |
| Salem Investment Counselors Inc | 125 | $20.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 128 | $21.0K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 160 | $22.2K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 150 | $24.6K | 0.01% | +150 | New |
| Assetmark, Inc | 165 | $27.0K | 0.00% | −20−10.8% | Reduced |
| Coppell Advisory Solutions LLC | 200 | $32.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $32.8K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 224 | $37.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 254 | $41.6K | 0.00% | +9+3.7% | Added |
| Ronald Blue Trust, Inc. | 330 | $45.7K | 0.00% | +119+56.4% | Added |
| Versant Capital Management, Inc | 288 | $47.2K | 0.01% | −38−11.7% | Reduced |
| TD Private Client Wealth LLC | 296 | $48.5K | 0.00% | −2−0.7% | Reduced |
| Resources Management Corp | 300 | $49.0K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 302 | $49.5K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 311 | $51.0K | 0.00% | −3−1.0% | Reduced |
| Farther Finance Advisors, LLC | 328 | $53.8K | 0.00% | +10+3.1% | Added |
| TD Waterhouse Canada Inc. | 351 | $57.1K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 360 | $59.0K | 0.01% | −1,390−79.4% | Reduced |
| Harbor Investment Advisory, LLC | 360 | $59.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 365 | $59.8K | 0.02% | +365 | New |
| Jones Financial Companies LLLP | 402 | $65.6K | 0.00% | +253+169.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $65.6K | 0.03% | −257−39.1% | Reduced |
| Canada Pension Plan Investment Board | 400 | $65.6K | 0.00% | +400 | New |
| GeoWealth Management, LLC | 402 | $65.9K | 0.00% | +402 | New |
| Parkside Financial Bank & Trust | 407 | $66.7K | 0.01% | −2−0.5% | Reduced |
| Central Trust Co | 415 | $68.0K | 0.00% | −140−25.2% | Reduced |
| Global Retirement Partners, LLC | 431 | $70.7K | 0.00% | +41+10.5% | Added |
| GWM Advisors LLC | 431 | $70.7K | 0.00% | −203−32.0% | Reduced |
| Lindbrook Capital, LLC | 440 | $72.1K | 0.01% | −22−4.8% | Reduced |
| Duncker Streett & Co Inc | 450 | $73.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 457 | $74.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 467 | $76.6K | 0.00% | −78−14.3% | Reduced |
| Quadrant Capital Group LLC | 496 | $81.3K | 0.01% | −86−14.8% | Reduced |
| Leonteq Securities AG | 521 | $85.4K | 0.01% | +99+23.5% | Added |
| Parallel Advisors, LLC | 534 | $87.5K | 0.00% | +114+27.1% | Added |
| Rosenberg Matthew Hamilton | 558 | $91.5K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 592 | $97.0K | 0.03% | +592 | New |