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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 2,184 | $358.0K | 0.00% | −1,965−47.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,186 | $358.4K | 0.00% | −222−9.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,212 | $362.6K | 0.00% | +5+0.2% | Added |
| Vontobel Holding Ltd. | 2,243 | $367.7K | 0.00% | +329+17.2% | Added |
| Whittier Trust Co of Nevada Inc | 2,264 | $371.1K | 0.01% | 00.0% | Unchanged |
| Baader Bank INC | 2,306 | $377.7K | 0.03% | +2,306 | New |
| FIL Ltd | 2,315 | $379.5K | 0.00% | −3,546−60.5% | Reduced |
| International Assets Investment Management, LLC | 63,113 | $385.0K | 0.00% | +63,113 | New |
| United Capital Financial Advisers, LLC | 2,354 | $385.9K | 0.00% | +17+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 2,366 | $387.9K | 0.01% | +2,366 | New |
| Meiji Yasuda Life Insurance Co | 2,432 | $398.7K | 0.01% | −458−15.8% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 2,472 | $405.2K | 0.01% | +2,472 | New |
| Wellington Management Group LLP | 2,484 | $407.2K | 0.00% | −390−13.6% | Reduced |
| New Mexico Educational Retirement Board | 2,486 | $408.0K | 0.01% | −200−7.4% | Reduced |
| Securian Asset Management, Inc | 2,552 | $418.3K | 0.01% | −380−13.0% | Reduced |
| Hollencrest Capital Management | 2,589 | $424.4K | 0.02% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 2,600 | $426.2K | 0.01% | −300−10.3% | Reduced |
| Keybank National Association | 2,600 | $426.2K | 0.00% | −166−6.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,658 | $435.7K | 0.02% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 2,677 | $438.8K | 0.02% | −91−3.3% | Reduced |
| Two Sigma Securities, LLC | 2,687 | $440.5K | 0.03% | +405+17.7% | Added |
| Lifeworks Advisors, LLC | 2,698 | $442.2K | 0.09% | −1,491−35.6% | Reduced |
| E. Ohman J:or Asset Management AB | 2,700 | $442.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,700 | $442.6K | 0.10% | +1,500+125.0% | Added |
| CWA Asset Management Group, LLC | 2,710 | $444.3K | 0.02% | +2,710 | New |
| Gateway Advisory, LLC | 2,711 | $444.4K | 0.07% | +39+1.5% | Added |
| Rakuten Investment Management, Inc. | 2,734 | $445.9K | 0.00% | +505+22.7% | Added |
| Plato Investment Management Ltd | 2,729 | $446.9K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,764 | $452.4K | 0.01% | +7+0.3% | Added |
| Erste Asset Management GmbH | 2,800 | $454.3K | 0.01% | +1,050+60.0% | Added |
| NWF Advisory Services Inc. | 2,835 | $464.7K | 0.07% | −194−6.4% | Reduced |
| Maryland State Retirement & Pension System | 2,877 | $471.6K | 0.01% | −1,051−26.8% | Reduced |
| Shell Asset Management Co | 2,879 | $472.0K | 0.02% | +2,879 | New |
| Newbridge Financial Services Group, Inc. | 2,890 | $473.8K | 0.17% | +2,890 | New |
| Atria Investments LLC | 2,897 | $474.9K | 0.01% | +317+12.3% | Added |
| Hartford Investment Management Co | 2,934 | $481.0K | 0.02% | −390−11.7% | Reduced |
| Petrus Trust Company, LTA | 2,943 | $482.4K | 0.05% | −1,567−34.7% | Reduced |
| Precision Wealth Strategies, LLC | 2,988 | $489.8K | 0.45% | +57+1.9% | Added |
| Mizuho Securities USA LLC | 2,992 | $490.5K | 0.01% | −1,001−25.1% | Reduced |
| Perfromance Wealth Partners, LLC | 3,008 | $493.1K | 0.02% | +8+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 3,050 | $500.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 3,051 | $500.1K | 0.03% | +86+2.9% | Added |
| Financial Strategies Group, Inc. | 3,135 | $507.4K | 0.12% | +504+19.2% | Added |
| National Asset Management, Inc. | 3,154 | $512.5K | 0.01% | −976−23.6% | Reduced |
| Engineers Gate Manager LP | 3,163 | $518.5K | 0.01% | +3,163 | New |
| Kentucky Retirement Systems | 3,215 | $527.0K | 0.02% | −684−17.5% | Reduced |
| Seven Eight Capital, LP | 3,266 | $535.4K | 0.05% | −16,880−83.8% | Reduced |
| Change Path, LLC | 3,314 | $543.3K | 0.02% | +363+12.3% | Added |
| Acorn Financial Advisory Services Inc | 3,400 | $557.3K | 0.10% | −1,029−23.2% | Reduced |
| Kesler, Norman & Wride, LLC | 3,477 | $570.5K | 0.11% | +3,477 | New |
| Wealth Enhancement Advisory Services, LLC | 3,482 | $570.9K | 0.00% | +269+8.4% | Added |
| WSFS Capital Management, LLC | 3,500 | $573.8K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,500 | $573.8K | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 3,534 | $579.3K | 0.00% | +143+4.2% | Added |
| Dark Forest Capital Management LP | 3,559 | $583.4K | 0.07% | +3,559 | New |
| Mackenzie Financial Corp | 3,664 | $600.6K | 0.00% | +220+6.4% | Added |
| Johnson Investment Counsel Inc | 3,691 | $605.1K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,712 | $608.5K | 0.00% | +3,712 | New |
| Teachers Retirement System of the State of Kentucky | 3,723 | $610.0K | 0.01% | −803−17.7% | Reduced |
| Everence Capital Management Inc | 3,750 | $615.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,869 | $634.2K | 0.01% | −1,426−26.9% | Reduced |
| Ostrum Asset Management | 3,921 | $642.8K | 0.05% | +48+1.2% | Added |
| Oregon Public Employees Retirement Fund | 3,949 | $647.4K | 0.01% | −450−10.2% | Reduced |
| Captrust Financial Advisors | 3,992 | $654.4K | 0.00% | +569+16.6% | Added |
| US Bancorp | 4,071 | $667.4K | 0.00% | −25−0.6% | Reduced |
| Quest Partners LLC | 4,081 | $669.0K | 0.06% | +4,081 | New |
| ARS Wealth Advisors Group, LLC | 4,100 | $672.1K | 0.08% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4,145 | $679.5K | 0.15% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,190 | $686.9K | 0.01% | −100−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 4,212 | $690.5K | 0.02% | +898+27.1% | Added |
| Crestline Management, LP | 4,226 | $692.8K | 0.04% | +4,226 | New |
| Koss-Olinger Consulting, LLC | 4,266 | $699.0K | 0.06% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 4,289 | $703.0K | 0.02% | −259−5.7% | Reduced |
| Bayesian Capital Management, LP | 4,327 | $709.3K | 0.08% | +4,327 | New |
| City Holding Co | 4,341 | $711.6K | 0.10% | +345+8.6% | Added |
| Van Eck Associates Corp | 4,424 | $720.0K | 0.00% | −1,138−20.5% | Reduced |
| Neo Ivy Capital Management | 4,424 | $726.0K | 0.24% | +4,424 | New |
| Quadcap Wealth Management, LLC | 4,570 | $749.2K | 0.12% | +64+1.4% | Added |
| QRG Capital Management, Inc. | 4,577 | $750.3K | 0.01% | +216+5.0% | Added |
| Basepoint Wealth LLC | 4,625 | $758.1K | 0.56% | −1,437−23.7% | Reduced |
| Penserra Capital Management LLC | 4,669 | $765.0K | 0.02% | +4,669 | New |
| Rafferty Asset Management, LLC | 4,680 | $767.2K | 0.00% | −942−16.8% | Reduced |
| Ossiam | 4,727 | $774.9K | 0.01% | −3,377−41.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,759 | $776.1K | 0.00% | +70+1.5% | Added |
| Radnor Capital Management, LLC | 4,800 | $787.0K | 0.12% | 00.0% | Unchanged |
| Cetera Investment Advisers | 4,834 | $792.4K | 0.00% | +273+6.0% | Added |
| Fifth Third Bancorp | 4,904 | $803.9K | 0.00% | +750+18.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,915 | $805.5K | 0.00% | −20−0.4% | Reduced |
| Ieq Capital, LLC | 4,995 | $818.7K | 0.01% | +336+7.2% | Added |
| IHT Wealth Management, LLC | 5,048 | $823.3K | 0.02% | −238−4.5% | Reduced |
| Pacer Advisors, Inc. | 5,203 | $852.9K | 0.00% | −718−12.1% | Reduced |
| JustInvest LLC | 5,258 | $861.9K | 0.01% | +320+6.5% | Added |
| Aviva PLC | 5,291 | $867.4K | 0.00% | −72−1.3% | Reduced |
| CWM Advisors, LLC | 5,296 | $868.2K | 0.09% | −312−5.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,298 | $868.5K | 0.01% | +5+0.1% | Added |
| MML Investors Services, LLC | 5,300 | $869.0K | 0.00% | +68+1.3% | Added |
| Brinker Capital Investments, LLC | 5,302 | $869.2K | 0.01% | −898−14.5% | Reduced |
| Orion Portfolio Solutions, LLC | 5,302 | $869.2K | 0.01% | −898−14.5% | Reduced |
| Atria Wealth Solutions, Inc. | 5,333 | $874.2K | 0.01% | −735−12.1% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,343 | $875.9K | 0.19% | +5,343 | New |