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, Q1 2026
Institutional positions in Davita Inc. as of Mar 31, 2026. 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
- 584
- +59 vs. Q4 2025
- Shares held
- 62.1M
- +362.9K (+0.6%) vs. Q4 2025
- Total value
- $9.54B
- +$2.52B (+36.0%) vs. Q4 2025
- New holders
- 131
- 165 more added
- Sold out
- 72
- 214 more reduced
9 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 140 | $21.5K | 0.00% | −11−7.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 142 | $21.8K | 0.00% | +22+18.3% | Added |
| Hughes Financial Services, LLC | 152 | $23.4K | 0.00% | +152 | New |
| Tema ETFs LLC | 156 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 159 | $24.4K | 0.00% | +13+8.9% | Added |
| Umb Bank N A | 163 | $25.1K | 0.00% | +60+58.3% | Added |
| CVA Family Office, LLC | 182 | $28.0K | 0.00% | +92+102.2% | Added |
| Root Financial Partners, LLC | 187 | $28.7K | 0.00% | +105+128.0% | Added |
| Peterson Wealth Management | 200 | $30.7K | 0.02% | +200 | New |
| Copia Wealth Management | 202 | $31.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 217 | $33.4K | 0.00% | −6,686−96.9% | Reduced |
| Basecamp Wealth Advisors LLC | 217 | $33.4K | 0.01% | +21+10.7% | Added |
| ZRC Wealth Management, LLC | 271 | $41.6K | 0.01% | −6−2.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 295 | $45.3K | 0.01% | +295 | New |
| Resources Management Corp | 300 | $46.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 305 | $46.9K | 0.01% | −415−57.6% | Reduced |
| Cromwell Holdings LLC | 306 | $47.0K | 0.03% | −3−1.0% | Reduced |
| TD Waterhouse Canada Inc. | 325 | $48.9K | 0.00% | −10−3.0% | Reduced |
| Ameritas Investment Partners, Inc. | 326 | $50.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 330 | $50.7K | 0.00% | +87+35.8% | Added |
| Ossiam | 332 | $51.0K | 0.00% | −53,166−99.4% | Reduced |
| Employees Retirement System of Texas | 347 | $53.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 346 | $53.2K | 0.00% | −2,482−87.8% | Reduced |
| Parkside Financial Bank & Trust | 348 | $53.5K | 0.00% | −30−7.9% | Reduced |
| Harbor Investment Advisory, LLC | 360 | $55.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 364 | $55.9K | 0.00% | +200+122.0% | Added |
| Sankala Group LLC | 362 | $56.7K | 0.05% | +17+4.9% | Added |
| SJS Investment Consulting Inc. | 378 | $58.1K | 0.01% | −71−15.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 399 | $61.0K | 0.02% | −524−56.8% | Reduced |
| Quent Capital, LLC | 406 | $62.4K | 0.00% | −131−24.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 400 | $62.8K | 0.03% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 410 | $63.0K | 0.00% | −30−6.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 449 | $68.4K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 450 | $69.2K | 0.01% | 00.0% | Unchanged |
| Nkcfo LLC | 490 | $75.0K | 0.02% | +490 | New |
| Clear Street Markets LLC | 505 | $77.6K | 0.04% | +452+852.8% | Added |
| Cassaday & Co Wealth Management LLC | 512 | $78.7K | 0.00% | +512 | New |
| Central Trust Co | 519 | $79.8K | 0.00% | −56−9.7% | Reduced |
| TD Private Client Wealth LLC | 556 | $85.5K | 0.00% | −51−8.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 558 | $85.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 586 | $90.1K | 0.00% | +314+115.4% | Added |
| Signaturefd, LLC | 595 | $91.4K | 0.00% | +119+25.0% | Added |
| Quarry LP | 619 | $95.1K | 0.02% | +366+144.7% | Added |
| Brown Brothers Harriman & Co | 628 | $96.5K | 0.00% | +569+964.4% | Added |
| Estabrook Capital Management | 650 | $99.9K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 659 | $101.3K | 0.00% | −126−16.1% | Reduced |
| Covestor Ltd | 706 | $109.0K | 0.08% | −343−32.7% | Reduced |
| Horizon Investments, LLC | 720 | $110.7K | 0.00% | +25+3.6% | Added |
| Basepoint Wealth LLC | 727 | $111.7K | 0.06% | −3−0.4% | Reduced |
| Smartleaf Asset Management LLC | 768 | $117.0K | 0.00% | +15+2.0% | Added |
| STRS Ohio | 840 | $129.1K | 0.00% | −1−0.1% | Reduced |
| Securian Asset Management, Inc | 899 | $138.2K | 0.01% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 924 | $142.0K | 0.01% | −27−2.8% | Reduced |
| Neo Ivy Capital Management | 948 | $145.7K | 0.04% | +948 | New |
| Farther Finance Advisors, LLC | 988 | $148.5K | 0.00% | +689+230.4% | Added |
| Picton Mahoney Asset Management | 1,006 | $154.6K | 0.00% | +1,006 | New |
| Gen-Wealth Partners Inc | 1,016 | $156.1K | 0.05% | +136+15.5% | Added |
| Parallel Advisors, LLC | 1,020 | $156.8K | 0.00% | +350+52.2% | Added |
| Atlas Capital Advisors LLC | 1,021 | $156.9K | 0.02% | −200−16.4% | Reduced |
| Mather Group, LLC. | 1,027 | $157.8K | 0.00% | +1,027 | New |
| Rockefeller Capital Management L.P. | 1,065 | $163.7K | 0.00% | +16+1.5% | Added |
| Allworth Financial LP | 1,076 | $165.3K | 0.00% | +544+102.3% | Added |
| GF Fund Management Co. Ltd. | 1,080 | $166.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,100 | $169.1K | 0.00% | −536−32.8% | Reduced |
| Bayforest Capital Ltd | 1,158 | $178.0K | 0.20% | +850+276.0% | Added |
| Asset Management One Co.,Ltd. | 1,228 | $188.7K | 0.00% | −52−4.1% | Reduced |
| Baker Avenue Asset Management, LP | 1,314 | $201.9K | 0.00% | −978−42.7% | Reduced |
| Crestwood Advisors Group LLC | 1,326 | $203.8K | 0.00% | +1,326 | New |
| Versant Capital Management, Inc | 1,333 | $204.9K | 0.02% | +301+29.2% | Added |
| Thrivent Financial for Lutherans | 1,336 | $205.0K | 0.00% | +1,336 | New |
| Nomura Asset Management Co Ltd | 1,340 | $205.9K | 0.00% | −295−18.0% | Reduced |
| Waddell & Associates, LLC | 1,346 | $206.9K | 0.01% | +1,346 | New |
| DRW Securities, LLC | 1,351 | $207.6K | 0.01% | −2,939−68.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 1,362 | $209.3K | 0.01% | +1,362 | New |
| MUFG Securities EMEA plc | 1,369 | $210.4K | 0.00% | −98−6.7% | Reduced |
| Fielder Capital Group LLC | 1,375 | $211.3K | 0.05% | +1,375 | New |
| Cozad Asset Management Inc | 1,378 | $211.8K | 0.02% | +1,378 | New |
| Twin Tree Management, LP | 1,379 | $211.9K | 0.04% | +1,379 | New |
| RSM US Wealth Management LLC | 1,383 | $212.6K | 0.00% | +1,383 | New |
| North Star Investment Management Corp. | 1,390 | $213.6K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 1,412 | $217.0K | 0.00% | +1,412 | New |
| Sage Rhino Capital LLC | 1,417 | $217.8K | 0.04% | +1,417 | New |
| Kera Capital Partners, Inc. | 1,421 | $218.4K | 0.03% | +1,421 | New |
| Cookson Peirce & Co Inc | 1,480 | $227.5K | 0.01% | +1,480 | New |
| Peregrine Asset Advisers, Inc. | 1,500 | $230.5K | 0.06% | +1,500 | New |
| Winton Group Ltd | 1,500 | $230.5K | 0.01% | +1,500 | New |
| Dopkins Wealth Management, LLC | 1,503 | $231.0K | 0.09% | +1,503 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 1,505 | $231.3K | 0.01% | −7−0.5% | Reduced |
| Moran Wealth Management, LLC | 1,509 | $231.9K | 0.01% | +1,509 | New |
| Cinctive Capital Management LP | 1,514 | $232.7K | 0.02% | +1,514 | New |
| Marshall Wace, LLP | 1,522 | $233.9K | 0.00% | −1,078−41.5% | Reduced |
| Kingsview Wealth Management, LLC | 1,523 | $234.1K | 0.00% | +1,523 | New |
| Kestra Private Wealth Services, LLC | 1,548 | $237.9K | 0.00% | +1,548 | New |
| Clearstead Advisors, LLC | 1,584 | $243.4K | 0.00% | −302−16.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,602 | $246.2K | 0.08% | +617+62.6% | Added |
| Claret Asset Management Corp | 1,616 | $248.0K | 0.03% | +1,616 | New |
| Panagora Asset Management Inc | 1,616 | $248.4K | 0.00% | +1,616 | New |
| MAI Capital Management | 1,625 | $249.7K | 0.00% | +1,184+268.5% | Added |
| D.A. Davidson & Co. | 1,633 | $251.0K | 0.00% | +1,633 | New |
| Allspring Global Investments Holdings, LLC | 1,670 | $251.1K | 0.00% | +1,670 | New |