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 2025
Institutional positions in Davita Inc. as of Dec 31, 2025. 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
- 534
- −18 vs. Q3 2025
- Shares held
- 66.5M
- −617.7K (−0.9%) vs. Q3 2025
- Total value
- $7.55B
- −$1.35B (−15.2%) vs. Q3 2025
- New holders
- 82
- 180 more added
- Sold out
- 100
- 202 more reduced
10 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: 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 2025
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 1 | $114 | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $114 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 2 | $227 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 3 | $340 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $341 | 0.00% | −6−66.7% | Reduced |
| Harbour Investments, Inc. | 3 | $341 | 0.00% | −1−25.0% | Reduced |
| Highline Wealth Partners LLC | 3 | $341 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $341 | 0.00% | +1+50.0% | Added |
| Cornerstone Planning Group LLC | 4 | $424 | 0.00% | −13−76.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $569 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $570 | 0.00% | +1+25.0% | Added |
| South State Corp. | 6 | $682 | 0.00% | −4−40.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 6 | $682 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 8 | $908 | 0.00% | +1+14.3% | Added |
| Johnson Financial Group, Inc. | 8 | $909 | 0.00% | −107−93.0% | Reduced |
| Spire Wealth Management | 8 | $909 | 0.00% | −1−11.1% | Reduced |
| Howard Hughes Medical Institute | 8 | $909 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $909 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.48K | 0.00% | −1−7.1% | Reduced |
| Legacy Bridge, LLC | 14 | $1.59K | 0.00% | +14 | New |
| Flagship Harbor Advisors, LLC | 15 | $1.70K | 0.00% | +15 | New |
| Abound Wealth Management | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 17 | $1.94K | 0.00% | +17 | New |
| GW&K Investment Management, LLC | 18 | $2.00K | 0.00% | +5+38.5% | Added |
| Boyd Watterson Asset Management LLC | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $2.39K | 0.00% | +4+23.5% | Added |
| Red Tortoise LLC | 23 | $2.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $2.61K | 0.00% | +4+21.1% | Added |
| LRI Investments, LLC | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 30 | $3.00K | 0.00% | +8+36.4% | Added |
| Fortitude Family Office, LLC | 28 | $3.18K | 0.00% | −19−40.4% | Reduced |
| 1620 Investment Advisors, Inc. | 33 | $3.75K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $4.20K | 0.00% | −3−7.5% | Reduced |
| WPG Advisers, LLC | 37 | $4.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $4.54K | 0.00% | −16−28.6% | Reduced |
| SageView Advisory Group, LLC | 42 | $4.77K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 43 | $4.88K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 44 | $5.00K | 0.00% | +44 | New |
| UMA Financial Services, Inc. | 44 | $5.00K | 0.00% | −19−30.2% | Reduced |
| Millstone Evans Group, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $5.00K | 0.00% | −1−2.3% | Reduced |
| Manchester Capital Management LLC | 45 | $5.11K | 0.00% | +3+7.1% | Added |
| Grove Bank & Trust | 48 | $5.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $5.45K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 49 | $5.57K | 0.00% | +49 | New |
| Clear Street Markets LLC | 53 | $6.02K | 0.00% | −9−14.5% | Reduced |
| Anfield Capital Management, LLC | 54 | $6.13K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 54 | $6.14K | 0.00% | +6+12.5% | Added |
| Aventura Private Wealth, LLC | 55 | $6.25K | 0.00% | +55 | New |
| Cornerstone Financial Management LLC | 57 | $6.48K | 0.01% | +57 | New |
| Sunbelt Securities, Inc. | 58 | $6.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $6.70K | 0.00% | +14+31.1% | Added |
| Brown Brothers Harriman & Co | 59 | $6.70K | 0.00% | +37+168.2% | Added |
| Front Row Advisors LLC | 65 | $7.38K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 66 | $7.50K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 66 | $7.50K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 75 | $8.52K | 0.00% | +65+650.0% | Added |
| Adirondack Trust Co | 75 | $8.52K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $8.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 76 | $8.63K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 82 | $9.32K | 0.00% | −36−30.5% | Reduced |
| CVA Family Office, LLC | 90 | $10.2K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 94 | $10.7K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 96 | $10.9K | 0.00% | +96 | New |
| Measured Wealth Private Client Group, LLC | 98 | $11.1K | 0.00% | −13−11.7% | Reduced |
| Godsey & Gibb Associates | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $11.4K | 0.00% | +100 | New |
| Umb Bank N A | 103 | $11.7K | 0.00% | −75−42.1% | Reduced |
| Private Wealth Management Group, LLC | 110 | $12.5K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 115 | $13.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 120 | $13.6K | 0.00% | +38+46.3% | Added |
| True Wealth Design, LLC | 123 | $14.0K | 0.00% | +49+66.2% | Added |
| Coastline Trust Co | 125 | $14.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $14.4K | 0.00% | +7+5.8% | Added |
| Westside Investment Management, Inc. | 134 | $15.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 146 | $16.6K | 0.00% | +146 | New |
| Federated Hermes, Inc. | 151 | $17.2K | 0.00% | −2−1.3% | Reduced |
| Onefund, LLC | 151 | $17.2K | 0.01% | +1+0.7% | Added |
| Torren Management, LLC | 151 | $17.2K | 0.01% | +151 | New |
| Tema ETFs LLC | 156 | $17.7K | 0.00% | +156 | New |
| Larson Financial Group LLC | 164 | $18.6K | 0.00% | +160+4,000.0% | Added |
| Strategic Advocates LLC | 195 | $22.2K | 0.01% | −1,250−86.5% | Reduced |
| Basecamp Wealth Advisors LLC | 196 | $22.3K | 0.00% | +196 | New |
| DV Trading LLC | 200 | $22.7K | 0.00% | +200 | New |
| Copia Wealth Management | 202 | $22.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 243 | $27.6K | 0.00% | −725−74.9% | Reduced |
| Quarry LP | 253 | $28.7K | 0.00% | +12+5.0% | Added |
| Ancora Advisors, LLC | 270 | $30.7K | 0.00% | +269+26,900.0% | Added |
| EverSource Wealth Advisors, LLC | 272 | $30.9K | 0.00% | −284−51.1% | Reduced |
| ZRC Wealth Management, LLC | 277 | $31.5K | 0.01% | +165+147.3% | Added |
| Farther Finance Advisors, LLC | 299 | $34.0K | 0.00% | +25+9.1% | Added |
| Resources Management Corp | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 300 | $34.1K | 0.02% | +300 | New |