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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 599 | $98.2K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 592 | $97.0K | 0.03% | +592 | New |
| Rosenberg Matthew Hamilton | 558 | $91.5K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 534 | $87.5K | 0.00% | +114+27.1% | Added |
| Leonteq Securities AG | 521 | $85.4K | 0.01% | +99+23.5% | Added |
| Quadrant Capital Group LLC | 496 | $81.3K | 0.01% | −86−14.8% | Reduced |
| Ameritas Investment Partners, Inc. | 467 | $76.6K | 0.00% | −78−14.3% | Reduced |
| Signaturefd, LLC | 457 | $74.9K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 450 | $73.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 440 | $72.1K | 0.01% | −22−4.8% | Reduced |
| GWM Advisors LLC | 431 | $70.7K | 0.00% | −203−32.0% | Reduced |
| Global Retirement Partners, LLC | 431 | $70.7K | 0.00% | +41+10.5% | Added |
| Central Trust Co | 415 | $68.0K | 0.00% | −140−25.2% | Reduced |
| Parkside Financial Bank & Trust | 407 | $66.7K | 0.01% | −2−0.5% | Reduced |
| GeoWealth Management, LLC | 402 | $65.9K | 0.00% | +402 | New |
| 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 |
| Jones Financial Companies LLLP | 402 | $65.6K | 0.00% | +253+169.8% | Added |
| Quarry LP | 365 | $59.8K | 0.02% | +365 | New |
| 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 |
| TD Waterhouse Canada Inc. | 351 | $57.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 328 | $53.8K | 0.00% | +10+3.1% | Added |
| Principal Securities, Inc. | 311 | $51.0K | 0.00% | −3−1.0% | Reduced |
| Cromwell Holdings LLC | 302 | $49.5K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $49.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 296 | $48.5K | 0.00% | −2−0.7% | Reduced |
| Versant Capital Management, Inc | 288 | $47.2K | 0.01% | −38−11.7% | Reduced |
| Ronald Blue Trust, Inc. | 330 | $45.7K | 0.00% | +119+56.4% | Added |
| Venturi Wealth Management, LLC | 254 | $41.6K | 0.00% | +9+3.7% | Added |
| Sentry Investment Management LLC | 224 | $37.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $32.8K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $32.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 165 | $27.0K | 0.00% | −20−10.8% | Reduced |
| Transcendent Capital Group LLC | 150 | $24.6K | 0.01% | +150 | New |
| Criterion Capital Advisors, LLC | 160 | $22.2K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 128 | $21.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 125 | $20.5K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 117 | $19.2K | 0.00% | +117 | New |
| Proequities, Inc. | 111 | $18.2K | 0.00% | −4−3.5% | Reduced |
| Private Wealth Management Group, LLC | 110 | $18.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Massmutual Trust Co FSB | 101 | $16.6K | 0.00% | +18+21.7% | Added |
| 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 |
| Umb Bank N A | 99 | $16.2K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 98 | $16.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 97 | $15.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $13.9K | 0.00% | −3−3.4% | Reduced |
| Bryn Mawr Trust Co | 80 | $13.1K | 0.00% | +80 | New |
| Front Row Advisors LLC | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 74 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 92 | $12.0K | 0.00% | +92 | New |
| Crewe Advisors LLC | 66 | $10.8K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 58 | $9.51K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 61 | $9.42K | 0.00% | −6−9.0% | Reduced |
| Frazier Financial Advisors, LLC | 57 | $9.35K | 0.01% | −61−51.7% | Reduced |
| Anfield Capital Management, LLC | 54 | $8.85K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 54 | $8.85K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 52 | $8.52K | 0.00% | +52 | New |
| GPS Wealth Strategies Group, LLC | 50 | $8.20K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 49 | $8.03K | 0.00% | −1−2.0% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $7.87K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $7.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $7.00K | 0.00% | −6−11.8% | Reduced |
| Sachetta, LLC | 40 | $6.56K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 39 | $6.39K | 0.00% | −28−41.8% | Reduced |
| 1620 Investment Advisors, Inc. | 38 | $6.23K | 0.00% | +38 | New |
| 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 |
| CKW Financial Group | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $4.59K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26 | $4.26K | 0.00% | +18+225.0% | Added |
| Abich Financial Wealth Management LLC | 26 | $4.26K | 0.01% | +26 | New |
| LRI Investments, LLC | 25 | $3.86K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $3.77K | 0.00% | −1−4.2% | Reduced |
| Red Tortoise LLC | 23 | $3.77K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 23 | $3.77K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 22 | $3.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 19 | $3.12K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 18 | $2.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 13 | $2.13K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 15 | $2.00K | 0.00% | +7+87.5% | Added |
| Dunhill Financial, LLC | 10 | $1.69K | 0.00% | +5+100.0% | Added |
| 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 |
| True Wealth Design, LLC | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 9 | $1.48K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 8 | $1.31K | 0.00% | −37−82.2% | Reduced |
| Baldwin Brothers Inc | 8 | $1.31K | 0.00% | +8 | New |
| Claris Advisors, LLC | 6 | $984 | 0.00% | +6 | New |
| Iron Horse Wealth Management, LLC | 3 | $492 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |