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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 4,869 | $728.2K | 0.01% | −764−13.6% | Reduced |
| Jump Financial, LLC | 4,849 | $725.2K | 0.02% | −17,262−78.1% | Reduced |
| Integrated Wealth Concepts LLC | 4,847 | $724.9K | 0.01% | −5,068−51.1% | Reduced |
| Guggenheim Capital LLC | 4,813 | $719.8K | 0.01% | −2,419−33.4% | Reduced |
| Radnor Capital Management, LLC | 4,800 | $718.0K | 0.12% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 4,800 | $717.8K | 0.18% | +2,100+77.8% | Added |
| Inceptionr LLC | 4,777 | $714.4K | 0.16% | +4,777 | New |
| TD Private Client Wealth LLC | 4,688 | $701.1K | 0.02% | +4,392+1,483.8% | Added |
| QRG Capital Management, Inc. | 4,627 | $692.0K | 0.01% | +50+1.1% | Added |
| Brinker Capital Investments, LLC | 4,540 | $679.0K | 0.01% | −762−14.4% | Reduced |
| Orion Portfolio Solutions, LLC | 4,540 | $679.0K | 0.01% | −762−14.4% | Reduced |
| Tredje AP-fonden | 4,424 | $661.6K | 0.01% | −4,424−50.0% | Reduced |
| City Holding Co | 4,381 | $655.2K | 0.09% | +40+0.9% | Added |
| Ethic Inc. | 4,345 | $649.8K | 0.01% | +2,340+116.7% | Added |
| Gulf International Bank (UK) Ltd | 4,289 | $641.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 4,274 | $639.2K | 0.01% | +1,282+42.8% | Added |
| Van Eck Associates Corp | 4,232 | $633.0K | 0.00% | −192−4.3% | Reduced |
| Perkins Coie Trust Co | 4,145 | $619.9K | 0.14% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 4,143 | $619.6K | 0.52% | −8,948−68.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,130 | $617.6K | 0.01% | −60−1.4% | Reduced |
| ARS Wealth Advisors Group, LLC | 4,100 | $613.2K | 0.08% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,070 | $608.7K | 0.00% | −834−17.0% | Reduced |
| Captrust Financial Advisors | 3,994 | $597.3K | 0.00% | +2+0.1% | Added |
| SoundView Advisors Inc. | 3,984 | $595.0K | 0.25% | +3,984 | New |
| Financial Strategies Group, Inc. | 3,857 | $591.7K | 0.14% | +722+23.0% | Added |
| Axq Capital, LP | 3,921 | $586.4K | 0.26% | −2,941−42.9% | Reduced |
| Tower Research Capital LLC (TRC) | 3,899 | $583.1K | 0.01% | −313−7.4% | Reduced |
| Oppenheimer & Co Inc | 3,895 | $582.5K | 0.01% | +26+0.7% | Added |
| Candriam Luxembourg S.C.A. | 3,852 | $576.1K | 0.00% | +3,852 | New |
| Oregon Public Employees Retirement Fund | 3,849 | $575.6K | 0.01% | −100−2.5% | Reduced |
| Ostrum Asset Management | 3,766 | $563.2K | 0.05% | −155−4.0% | Reduced |
| Colony Group, LLC | 3,745 | $560.1K | 0.00% | −84,043−95.7% | Reduced |
| Change Path, LLC | 3,729 | $557.7K | 0.02% | +415+12.5% | Added |
| Jain Global LLC | 3,700 | $553.3K | 0.02% | +3,700 | New |
| Johnson Investment Counsel Inc | 3,691 | $552.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 3,661 | $547.1K | 0.00% | +127+3.6% | Added |
| Scotia Capital Inc. | 3,649 | $545.7K | 0.00% | −63−1.7% | Reduced |
| Knights of Columbus Asset Advisors LLC | 3,579 | $535.2K | 0.04% | −2,845−44.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,551 | $531.1K | 0.00% | +69+2.0% | Added |
| CWA Asset Management Group, LLC | 3,518 | $526.1K | 0.03% | +808+29.8% | Added |
| Cresset Asset Management, LLC | 3,517 | $526.0K | 0.00% | −9,752−73.5% | Reduced |
| WSFS Capital Management, LLC | 3,500 | $523.4K | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 3,417 | $511.0K | 0.00% | −306−8.2% | Reduced |
| L2 Asset Management, LLC | 3,306 | $494.4K | 0.11% | −2,670−44.7% | Reduced |
| Kentucky Retirement Systems | 3,171 | $474.2K | 0.01% | −44−1.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,050 | $456.1K | 0.01% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 3,008 | $449.8K | 0.01% | 00.0% | Unchanged |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,000 | $448.6K | 0.02% | +3,000 | New |
| US Bancorp | 2,973 | $444.6K | 0.00% | −1,098−27.0% | Reduced |
| Acorn Financial Advisory Services Inc | 2,903 | $434.1K | 0.07% | −497−14.6% | Reduced |
| Nebula Research & Development LLC | 2,886 | $431.6K | 0.05% | +2,886 | New |
| Maia Wealth LLC | 2,432 | $426.9K | 0.09% | +2,432 | New |
| NWF Advisory Services Inc. | 2,835 | $424.0K | 0.06% | 00.0% | Unchanged |
| Hartford Investment Management Co | 2,798 | $418.4K | 0.01% | −136−4.6% | Reduced |
| Plato Investment Management Ltd | 2,729 | $409.6K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 2,721 | $406.9K | 0.00% | +121+4.7% | Added |
| Lido Advisors, LLC | 2,718 | $406.5K | 0.00% | +862+46.4% | Added |
| Wellington Management Group LLP | 2,711 | $405.4K | 0.00% | +227+9.1% | Added |
| E. Ohman J:or Asset Management AB | 2,700 | $403.8K | 0.01% | 00.0% | Unchanged |
| Applied Finance Capital Management, LLC | 2,677 | $400.3K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,650 | $396.3K | 0.32% | −1,975−42.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 6,252 | $396.0K | 0.07% | +4,886+357.7% | Added |
| Coldstream Capital Management Inc | 2,643 | $395.3K | 0.01% | −121−4.4% | Reduced |
| Hollencrest Capital Management | 2,639 | $394.7K | 0.02% | +50+1.9% | Added |
| Tokio Marine Asset Management Co Ltd | 2,616 | $391.2K | 0.01% | −42−1.6% | Reduced |
| Maryland State Retirement & Pension System | 2,517 | $376.4K | 0.01% | −360−12.5% | Reduced |
| Trustmark National Bank Trust Department | 2,511 | $375.5K | 0.03% | +674+36.7% | Added |
| Measured Wealth Private Client Group, LLC | 2,489 | $372.2K | 0.12% | +826+49.7% | Added |
| Raiffeisen Bank International AG | 2,477 | $371.0K | 0.01% | +2,477 | New |
| MML Investors Services, LLC | 2,478 | $371.0K | 0.00% | −2,822−53.2% | Reduced |
| Precision Wealth Strategies, LLC | 2,427 | $363.0K | 0.28% | −561−18.8% | Reduced |
| United Capital Financial Advisers, LLC | 2,416 | $361.3K | 0.00% | +62+2.6% | Added |
| Quest Partners LLC | 2,413 | $360.9K | 0.05% | −1,668−40.9% | Reduced |
| Louisiana State Employees Retirement System | 2,400 | $358.9K | 0.01% | −200−7.7% | Reduced |
| AXA S.A. | 2,381 | $356.1K | 0.00% | −24,165−91.0% | Reduced |
| Centiva Capital, LP | 2,371 | $354.6K | 0.01% | −12,836−84.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 2,366 | $353.8K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,337 | $349.5K | 0.01% | +390+20.0% | Added |
| Nomura Holdings Inc | 2,279 | $340.8K | 0.00% | +784+52.4% | Added |
| CIBC Private Wealth Group, LLC | 2,205 | $339.5K | 0.00% | −7−0.3% | Reduced |
| KWB Wealth | 2,068 | $339.0K | 0.04% | +9+0.4% | Added |
| Securian Asset Management, Inc | 2,252 | $336.8K | 0.01% | −300−11.8% | Reduced |
| National Asset Management, Inc. | 2,236 | $334.4K | 0.01% | −918−29.1% | Reduced |
| E Fund Management Co., Ltd. | 2,194 | $328.1K | 0.02% | +2,194 | New |
| New Mexico Educational Retirement Board | 2,186 | $327.0K | 0.01% | −300−12.1% | Reduced |
| Alps Advisors Inc | 2,164 | $323.6K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 2,154 | $322.1K | 0.00% | +2,154 | New |
| Kovitz Investment Group Partners, LLC | 2,153 | $322.0K | 0.00% | +2,153 | New |
| Dynamic Advisor Solutions LLC | 2,116 | $316.4K | 0.01% | +2+0.1% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 2,115 | $316.3K | 0.01% | +2,115 | New |
| Norinchukin Bank, The | 2,113 | $316.0K | 0.01% | +182+9.4% | Added |
| Vontobel Holding Ltd. | 2,092 | $312.9K | 0.00% | −151−6.7% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,050 | $306.6K | 0.19% | +2,050 | New |
| Dark Forest Capital Management LP | 2,049 | $306.4K | 0.05% | −1,510−42.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,041 | $305.8K | 0.00% | −88−4.1% | Reduced |
| State of Wyoming | 2,020 | $302.1K | 0.04% | +754+59.6% | Added |
| Panagora Asset Management Inc | 1,988 | $297.3K | 0.00% | −4,907−71.2% | Reduced |
| Empirical Finance, LLC | 1,966 | $294.0K | 0.02% | −37−1.8% | Reduced |
| Impact Partnership Wealth, LLC | 1,941 | $290.3K | 0.06% | +70+3.7% | Added |
| Occudo Quantitative Strategies LP | 1,938 | $289.8K | 0.05% | +1,938 | New |