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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, Q4 2024

Institutional positions in Davita Inc. as of Dec 31, 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
596
+4 vs. Q3 2024
Shares held
73.6M
−929.3K (−1.2%) vs. Q3 2024
Total value
$11.0B
−$1.18B (−9.7%) vs. Q3 2024
New holders
82
171 more added
Sold out
78
247 more reduced

9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 596 institutions
Q1 2021: 492 institutionsQ2 2021: 516 institutionsQ3 2021: 513 institutionsQ4 2021: 493 institutionsQ1 2022: 511 institutionsQ2 2022: 464 institutionsQ3 2022: 442 institutionsQ4 2022: 445 institutionsQ1 2023: 442 institutionsQ2 2023: 471 institutionsQ3 2023: 505 institutionsQ4 2023: 536 institutionsQ1 2024: 544 institutionsQ2 2024: 560 institutionsQ3 2024: 601 institutionsQ4 2024: 596 institutionsQ1 2025: 597 institutionsQ2 2025: 593 institutionsQ3 2025: 562 institutionsQ4 2025: 534 institutionsQ1 2026: 584 institutionsQ2 2026: 633 institutions
Value heldQ4 2024: $11.0B
Q1 2021: $10.3BQ2 2021: $11.1BQ3 2021: $10.4BQ4 2021: $9.61BQ1 2022: $9.26BQ2 2022: $6.53BQ3 2022: $6.61BQ4 2022: $5.83BQ1 2023: $6.32BQ2 2023: $7.86BQ3 2023: $7.50BQ4 2023: $8.30BQ1 2024: $10.8BQ2 2024: $10.6BQ3 2024: $12.2BQ4 2024: $11.0BQ1 2025: $10.9BQ2 2025: $10.0BQ3 2025: $8.93BQ4 2025: $7.55BQ1 2026: $9.54BQ2 2026: $13.1B
Institutions holding DVA and their total value by quarter
QuarterHoldersValue
Q2 2026633$13.1B
Q1 2026584$9.54B
Q4 2025534$7.55B
Q3 2025562$8.93B
Q2 2025593$10.0B
Q1 2025597$10.9B
Q4 2024596$11.0B
Q3 2024601$12.2B
Q2 2024560$10.6B
Q1 2024544$10.8B
Q4 2023536$8.30B
Q3 2023505$7.50B
Q2 2023471$7.86B
Q1 2023442$6.32B
Q4 2022445$5.83B
Q3 2022442$6.61B
Q2 2022464$6.53B
Q1 2022511$9.26B
Q4 2021493$9.61B
Q3 2021513$10.4B
Q2 2021516$11.1B
Q1 2021492$10.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q3 2024.

Institutions holding DVA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Rakuten Securities, Inc.1$1500.00%−106−99.1%Reduced
WestEnd Advisors, LLC1$1500.00%00.0%Unchanged
Larson Financial Group LLC1$1500.00%00.0%Unchanged
AdvisorNet Financial, Inc1$1500.00%+1New
Ancora Advisors, LLC1$1500.00%+1New
Parkworth Wealth Management, Inc.2$2990.00%+2New
Cornerstone Planning Group LLC2$3510.00%+2New
Iron Horse Wealth Management, LLC3$4490.00%00.0%Unchanged
Vista Private Wealth Partners. LLC3$4490.00%+3New
Riverview Trust Co4$5980.00%+4New
Cranbrook Wealth Management, LLC4$5990.00%+4New
Global Financial Private Client, LLC5$7480.00%+5New
Harbour Investments, Inc.6$8970.00%−2−25.0%Reduced
New Millennium Group LLC6$8970.00%+6New
Transce3nd, LLC6$8970.00%+6New
TFC Financial Management8$1.20K0.00%00.0%Unchanged
True Wealth Design, LLC9$1.35K0.00%00.0%Unchanged
Zions Bancorporation, N.A.9$1.35K0.00%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC10$1.50K0.00%00.0%Unchanged
WPG Advisers, LLC10$1.50K0.00%+10New
Raffa Wealth Management, LLC12$1.79K0.00%−5−29.4%Reduced
Dunhill Financial, LLC13$1.92K0.00%+3+30.0%Added
MCF Advisors LLC13$1.95K0.00%00.0%Unchanged
GW&K Investment Management, LLC15$2.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.15$2.24K0.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC16$2.39K0.00%+6+60.0%Added
Bell Investment Advisors, Inc17$2.54K0.00%−5−22.7%Reduced
Boyd Watterson Asset Management LLC18$2.69K0.00%00.0%Unchanged
Aspect Partners, LLC19$2.84K0.00%00.0%Unchanged
Whipplewood Advisors, LLC19$2.84K0.00%+19New
SJS Investment Consulting Inc.19$2.84K0.00%−4−17.4%Reduced
Abound Wealth Management23$3.44K0.00%−5−17.9%Reduced
Red Tortoise LLC23$3.44K0.00%00.0%Unchanged
LRI Investments, LLC25$3.74K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.29$4.34K0.00%+3+11.5%Added
Geneos Wealth Management Inc.32$4.79K0.00%+32New
CKW Financial Group35$5.00K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.35$5.23K0.00%−2,855−98.8%Reduced
Manchester Capital Management LLC37$5.53K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.38$5.68K0.00%00.0%Unchanged
MV Capital Management, Inc.38$5.68K0.00%+1+2.7%Added
Sachetta, LLC40$5.98K0.00%00.0%Unchanged
UMA Financial Services, Inc.40$5.98K0.00%+40New
Farmers & Merchants Investments Inc43$6.43K0.00%00.0%Unchanged
Millstone Evans Group, LLC44$6.58K0.00%+44New
Grove Bank & Trust46$6.88K0.00%+23+100.0%Added
Capital Advisors, Ltd. LLC45$7.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC48$7.18K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC49$7.33K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC50$7.48K0.00%00.0%Unchanged
Anfield Capital Management, LLC54$8.08K0.00%00.0%Unchanged
Sugarloaf Wealth Management, LLC54$8.08K0.00%00.0%Unchanged
Sunbelt Securities, Inc.58$8.69K0.00%00.0%Unchanged
Continuum Advisory, LLC59$8.82K0.00%−2−3.3%Reduced
R Squared Ltd60$8.97K0.01%+60New
Sierra Ocean, LLC60$8.97K0.01%+60New
Salem Investment Counselors Inc72$10.8K0.00%−53−42.4%Reduced
Alaska Permanent Fund Corp74$11.1K0.00%00.0%Unchanged
Private Trust Co NA75$11.2K0.00%−22−22.7%Reduced
Front Row Advisors LLC75$11.2K0.00%00.0%Unchanged
Bank of New Hampshire75$11.2K0.00%00.0%Unchanged
Adirondack Trust Co75$11.2K0.00%00.0%Unchanged
Bryn Mawr Trust Co80$12.0K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC85$12.7K0.00%00.0%Unchanged
Global Retirement Partners, LLC94$14.1K0.00%−337−78.2%Reduced
CVA Family Office, LLC98$14.7K0.00%00.0%Unchanged
Godsey & Gibb Associates100$15.0K0.00%00.0%Unchanged
Tortoise Investment Management, LLC100$15.0K0.00%00.0%Unchanged
ZRC Wealth Management, LLC100$15.0K0.01%00.0%Unchanged
Hemington Wealth Management112$16.0K0.00%+20+21.7%Added
Spire Wealth Management109$16.3K0.00%+109New
Private Wealth Management Group, LLC110$16.5K0.01%00.0%Unchanged
National Pension Service113$16.9K0.00%+113New
Penserra Capital Management LLC114$17.0K0.00%−4,555−97.6%Reduced
Umb Bank N A116$17.3K0.00%+17+17.2%Added
Johnson Financial Group, Inc.107$18.9K0.00%00.0%Unchanged
Fortitude Family Office, LLC128$19.1K0.01%00.0%Unchanged
Allworth Financial LP127$21.4K0.00%+88+225.6%Added
Criterion Capital Advisors, LLC160$22.2K0.01%00.0%Unchanged
Massmutual Trust Co FSB154$23.0K0.00%+53+52.5%Added
Sentry Investment Management LLC193$29.0K0.01%−31−13.8%Reduced
Copia Wealth Management202$30.2K0.03%+202New
Ronald Blue Trust, Inc.226$33.8K0.00%−104−31.5%Reduced
SBI Securities Co., Ltd.271$40.5K0.00%+271New
Principal Securities, Inc.299$44.7K0.00%−12−3.9%Reduced
Coppell Advisory Solutions LLC300$44.9K0.01%+100+50.0%Added
Resources Management Corp300$45.0K0.01%00.0%Unchanged
Cromwell Holdings LLC302$45.2K0.03%00.0%Unchanged
Farther Finance Advisors, LLC357$53.4K0.00%+29+8.8%Added
Central Trust Co359$53.7K0.00%−56−13.5%Reduced
Coastline Trust Co360$53.8K0.01%00.0%Unchanged
Harbor Investment Advisory, LLC360$53.8K0.01%00.0%Unchanged
Canada Post Corp Registered Pension Plan368$55.0K0.00%+368New
Aster Capital Management (DIFC) Ltd394$58.9K0.02%−4,949−92.6%Reduced
Mark Sheptoff Financial Planning, LLC400$59.8K0.03%00.0%Unchanged
Venturi Wealth Management, LLC406$60.7K0.00%+152+59.8%Added
Parkside Financial Bank & Trust408$61.0K0.01%+1+0.2%Added
MAI Capital Management416$62.2K0.00%+416New
GWM Advisors LLC423$63.3K0.00%−8−1.9%Reduced
Duncker Streett & Co Inc450$67.3K0.01%00.0%Unchanged