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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 5,359 | $878.0K | 0.01% | −270−4.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 5,343 | $875.9K | 0.19% | +5,343 | New |
| Atria Wealth Solutions, Inc. | 5,333 | $874.2K | 0.01% | −735−12.1% | Reduced |
| 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 |
| MML Investors Services, LLC | 5,300 | $869.0K | 0.00% | +68+1.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 5,298 | $868.5K | 0.01% | +5+0.1% | Added |
| CWM Advisors, LLC | 5,296 | $868.2K | 0.09% | −312−5.6% | Reduced |
| Aviva PLC | 5,291 | $867.4K | 0.00% | −72−1.3% | Reduced |
| JustInvest LLC | 5,258 | $861.9K | 0.01% | +320+6.5% | Added |
| Pacer Advisors, Inc. | 5,203 | $852.9K | 0.00% | −718−12.1% | Reduced |
| IHT Wealth Management, LLC | 5,048 | $823.3K | 0.02% | −238−4.5% | Reduced |
| Ieq Capital, LLC | 4,995 | $818.7K | 0.01% | +336+7.2% | Added |
| Federation des caisses Desjardins du Quebec | 4,915 | $805.5K | 0.00% | −20−0.4% | Reduced |
| Fifth Third Bancorp | 4,904 | $803.9K | 0.00% | +750+18.1% | Added |
| Cetera Investment Advisers | 4,834 | $792.4K | 0.00% | +273+6.0% | Added |
| Radnor Capital Management, LLC | 4,800 | $787.0K | 0.12% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 4,759 | $776.1K | 0.00% | +70+1.5% | Added |
| Ossiam | 4,727 | $774.9K | 0.01% | −3,377−41.7% | Reduced |
| Rafferty Asset Management, LLC | 4,680 | $767.2K | 0.00% | −942−16.8% | Reduced |
| Penserra Capital Management LLC | 4,669 | $765.0K | 0.02% | +4,669 | New |
| Basepoint Wealth LLC | 4,625 | $758.1K | 0.56% | −1,437−23.7% | Reduced |
| QRG Capital Management, Inc. | 4,577 | $750.3K | 0.01% | +216+5.0% | Added |
| Quadcap Wealth Management, LLC | 4,570 | $749.2K | 0.12% | +64+1.4% | Added |
| Neo Ivy Capital Management | 4,424 | $726.0K | 0.24% | +4,424 | New |
| Van Eck Associates Corp | 4,424 | $720.0K | 0.00% | −1,138−20.5% | Reduced |
| City Holding Co | 4,341 | $711.6K | 0.10% | +345+8.6% | Added |
| Bayesian Capital Management, LP | 4,327 | $709.3K | 0.08% | +4,327 | New |
| Gulf International Bank (UK) Ltd | 4,289 | $703.0K | 0.02% | −259−5.7% | Reduced |
| Koss-Olinger Consulting, LLC | 4,266 | $699.0K | 0.06% | 00.0% | Unchanged |
| Crestline Management, LP | 4,226 | $692.8K | 0.04% | +4,226 | New |
| Tower Research Capital LLC (TRC) | 4,212 | $690.5K | 0.02% | +898+27.1% | Added |
| Steward Partners Investment Advisory, LLC | 4,190 | $686.9K | 0.01% | −100−2.3% | Reduced |
| Perkins Coie Trust Co | 4,145 | $679.5K | 0.15% | 00.0% | Unchanged |
| ARS Wealth Advisors Group, LLC | 4,100 | $672.1K | 0.08% | 00.0% | Unchanged |
| Quest Partners LLC | 4,081 | $669.0K | 0.06% | +4,081 | New |
| US Bancorp | 4,071 | $667.4K | 0.00% | −25−0.6% | Reduced |
| Captrust Financial Advisors | 3,992 | $654.4K | 0.00% | +569+16.6% | Added |
| Oregon Public Employees Retirement Fund | 3,949 | $647.4K | 0.01% | −450−10.2% | Reduced |
| Ostrum Asset Management | 3,921 | $642.8K | 0.05% | +48+1.2% | Added |
| Oppenheimer & Co Inc | 3,869 | $634.2K | 0.01% | −1,426−26.9% | Reduced |
| Everence Capital Management Inc | 3,750 | $615.0K | 0.04% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,723 | $610.0K | 0.01% | −803−17.7% | Reduced |
| Scotia Capital Inc. | 3,712 | $608.5K | 0.00% | +3,712 | New |
| Johnson Investment Counsel Inc | 3,691 | $605.1K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,664 | $600.6K | 0.00% | +220+6.4% | Added |
| Dark Forest Capital Management LP | 3,559 | $583.4K | 0.07% | +3,559 | New |
| M&T Bank Corp | 3,534 | $579.3K | 0.00% | +143+4.2% | 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 |
| Wealth Enhancement Advisory Services, LLC | 3,482 | $570.9K | 0.00% | +269+8.4% | Added |
| Kesler, Norman & Wride, LLC | 3,477 | $570.5K | 0.11% | +3,477 | New |
| Acorn Financial Advisory Services Inc | 3,400 | $557.3K | 0.10% | −1,029−23.2% | Reduced |
| Change Path, LLC | 3,314 | $543.3K | 0.02% | +363+12.3% | Added |
| Seven Eight Capital, LP | 3,266 | $535.4K | 0.05% | −16,880−83.8% | Reduced |
| Kentucky Retirement Systems | 3,215 | $527.0K | 0.02% | −684−17.5% | Reduced |
| Engineers Gate Manager LP | 3,163 | $518.5K | 0.01% | +3,163 | New |
| National Asset Management, Inc. | 3,154 | $512.5K | 0.01% | −976−23.6% | Reduced |
| Financial Strategies Group, Inc. | 3,135 | $507.4K | 0.12% | +504+19.2% | Added |
| Veriti Management LLC | 3,051 | $500.1K | 0.03% | +86+2.9% | Added |
| Cullen/Frost Bankers, Inc. | 3,050 | $500.0K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,008 | $493.1K | 0.02% | +8+0.3% | Added |
| Mizuho Securities USA LLC | 2,992 | $490.5K | 0.01% | −1,001−25.1% | Reduced |
| Precision Wealth Strategies, LLC | 2,988 | $489.8K | 0.45% | +57+1.9% | Added |
| Petrus Trust Company, LTA | 2,943 | $482.4K | 0.05% | −1,567−34.7% | Reduced |
| Hartford Investment Management Co | 2,934 | $481.0K | 0.02% | −390−11.7% | Reduced |
| Atria Investments LLC | 2,897 | $474.9K | 0.01% | +317+12.3% | Added |
| Newbridge Financial Services Group, Inc. | 2,890 | $473.8K | 0.17% | +2,890 | New |
| Shell Asset Management Co | 2,879 | $472.0K | 0.02% | +2,879 | New |
| Maryland State Retirement & Pension System | 2,877 | $471.6K | 0.01% | −1,051−26.8% | Reduced |
| NWF Advisory Services Inc. | 2,835 | $464.7K | 0.07% | −194−6.4% | Reduced |
| Erste Asset Management GmbH | 2,800 | $454.3K | 0.01% | +1,050+60.0% | Added |
| Coldstream Capital Management Inc | 2,764 | $452.4K | 0.01% | +7+0.3% | Added |
| Plato Investment Management Ltd | 2,729 | $446.9K | 0.04% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,734 | $445.9K | 0.00% | +505+22.7% | Added |
| Gateway Advisory, LLC | 2,711 | $444.4K | 0.07% | +39+1.5% | Added |
| CWA Asset Management Group, LLC | 2,710 | $444.3K | 0.02% | +2,710 | New |
| 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 |
| Lifeworks Advisors, LLC | 2,698 | $442.2K | 0.09% | −1,491−35.6% | Reduced |
| Two Sigma Securities, LLC | 2,687 | $440.5K | 0.03% | +405+17.7% | Added |
| Applied Finance Capital Management, LLC | 2,677 | $438.8K | 0.02% | −91−3.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,658 | $435.7K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 2,600 | $426.2K | 0.00% | −166−6.0% | Reduced |
| Louisiana State Employees Retirement System | 2,600 | $426.2K | 0.01% | −300−10.3% | Reduced |
| Hollencrest Capital Management | 2,589 | $424.4K | 0.02% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,552 | $418.3K | 0.01% | −380−13.0% | Reduced |
| New Mexico Educational Retirement Board | 2,486 | $408.0K | 0.01% | −200−7.4% | Reduced |
| Wellington Management Group LLP | 2,484 | $407.2K | 0.00% | −390−13.6% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 2,472 | $405.2K | 0.01% | +2,472 | New |
| Meiji Yasuda Life Insurance Co | 2,432 | $398.7K | 0.01% | −458−15.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,366 | $387.9K | 0.01% | +2,366 | New |
| United Capital Financial Advisers, LLC | 2,354 | $385.9K | 0.00% | +17+0.7% | Added |
| International Assets Investment Management, LLC | 63,113 | $385.0K | 0.00% | +63,113 | New |
| FIL Ltd | 2,315 | $379.5K | 0.00% | −3,546−60.5% | Reduced |
| Baader Bank INC | 2,306 | $377.7K | 0.03% | +2,306 | New |
| Whittier Trust Co of Nevada Inc | 2,264 | $371.1K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 2,243 | $367.7K | 0.00% | +329+17.2% | Added |
| CIBC Private Wealth Group, LLC | 2,212 | $362.6K | 0.00% | +5+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,186 | $358.4K | 0.00% | −222−9.2% | Reduced |