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, Q2 2026
Institutional positions in Davita Inc. as of Jun 30, 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
- 633
- +55 vs. Q1 2026
- Shares held
- 59.0M
- −3.05M (−4.9%) vs. Q1 2026
- Total value
- $13.1B
- +$3.59B (+37.7%) vs. Q1 2026
- New holders
- 123
- 188 more added
- Sold out
- 68
- 225 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Davita Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mark Sheptoff Financial Planning, LLC | 400 | $89.0K | 0.05% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 393 | $86.9K | 0.00% | +393 | New |
| Larson Financial Group LLC | 382 | $85.0K | 0.00% | +18+4.9% | Added |
| SJS Investment Consulting Inc. | 371 | $82.5K | 0.01% | −7−1.9% | Reduced |
| GWM Advisors LLC | 361 | $80.3K | 0.00% | +144+66.4% | Added |
| Harbor Investment Advisory, LLC | 360 | $80.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 347 | $77.2K | 0.01% | −1−0.3% | Reduced |
| Employees Retirement System of Texas | 347 | $77.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 325 | $74.1K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 314 | $71.6K | 0.01% | +314 | New |
| Cromwell Holdings LLC | 306 | $68.1K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $66.7K | 0.02% | +200+200.0% | Added |
| McDonald Partners LLC | 300 | $66.7K | 0.02% | +300 | New |
| Sankala Group LLC | 362 | $64.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 288 | $64.1K | 0.00% | −38−11.7% | Reduced |
| ZRC Wealth Management, LLC | 271 | $60.3K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 260 | $57.8K | 0.01% | −45−14.8% | Reduced |
| Basecamp Wealth Advisors LLC | 217 | $48.3K | 0.01% | 00.0% | Unchanged |
| Copia Wealth Management | 202 | $44.9K | 0.03% | 00.0% | Unchanged |
| Peterson Wealth Management | 200 | $44.5K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 187 | $41.6K | 0.00% | +5+2.7% | Added |
| Ossiam | 181 | $40.3K | 0.00% | −151−45.5% | Reduced |
| True Wealth Design, LLC | 172 | $38.3K | 0.01% | +61+55.0% | Added |
| Hughes Financial Services, LLC | 157 | $34.9K | 0.00% | +5+3.3% | Added |
| Tema ETFs LLC | 156 | $34.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 155 | $34.5K | 0.00% | −4−2.5% | Reduced |
| Umb Bank N A | 139 | $30.9K | 0.00% | −24−14.7% | Reduced |
| Westside Investment Management, Inc. | 134 | $29.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 126 | $28.0K | 0.00% | −9−6.7% | Reduced |
| Coastline Trust Co | 125 | $27.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $25.8K | 0.00% | −4−3.3% | Reduced |
| IFG Advisory, LLC | 114 | $25.4K | 0.00% | +114 | New |
| Essential Partners LLC | 111 | $24.7K | 0.01% | +23+26.1% | Added |
| Private Wealth Management Group, LLC | 110 | $24.5K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 103 | $22.9K | 0.00% | +11+12.0% | Added |
| Buck Wealth Strategies, LLC | 100 | $22.2K | 0.00% | +100 | New |
| LRI Investments, LLC | 98 | $21.8K | 0.00% | +73+292.0% | Added |
| Triumph Capital Management | 96 | $21.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 94 | $20.9K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 87 | $19.4K | 0.01% | −9−9.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 82 | $18.2K | 0.00% | −30−26.8% | Reduced |
| Sachetta, LLC | 79 | $17.6K | 0.01% | +39+97.5% | Added |
| Fortitude Family Office, LLC | 77 | $17.1K | 0.00% | +1+1.3% | Added |
| Capital Advisors, Ltd. LLC | 75 | $17.0K | 0.00% | −21−21.9% | Reduced |
| Private Trust Co NA | 76 | $16.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 75 | $16.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $16.7K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 74 | $16.5K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 72 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 68 | $15.1K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 66 | $14.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 62 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 60 | $13.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $13.3K | 0.00% | +60 | New |
| Persistent Asset Partners Ltd | 58 | $12.9K | 0.00% | +58 | New |
| Prestige Wealth Management Group LLC | 57 | $12.7K | 0.00% | +9+18.8% | Added |
| Aquatic Capital Management LLC | 56 | $12.5K | 0.00% | −46,410−99.9% | Reduced |
| GW&K Investment Management, LLC | 52 | $12.0K | 0.00% | +15+40.5% | Added |
| Front Row Advisors LLC | 65 | $11.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $11.5K | 0.00% | +45+642.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 51 | $11.3K | 0.00% | +51 | New |
| Manchester Capital Management LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $10.9K | 0.00% | +44+880.0% | Added |
| Grove Bank & Trust | 48 | $10.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 47 | $10.5K | 0.00% | +39+487.5% | Added |
| JFS Wealth Advisors, LLC | 46 | $10.2K | 0.00% | +8+21.1% | Added |
| J.Safra Asset Management Corp | 46 | $10.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 44 | $9.79K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 44 | $9.79K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 40 | $8.90K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 40 | $8.90K | 0.00% | +40 | New |
| Action Point Financial Planning, LLC | 41 | $8.68K | 0.00% | +41 | New |
| Zions Bancorporation, National Association | 38 | $8.45K | 0.00% | −72−65.5% | Reduced |
| TIAA Wealth Investment Management LLC | 38 | $8.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $8.23K | 0.00% | +37 | New |
| Bogart Wealth, LLC | 34 | $7.56K | 0.00% | +12+54.5% | Added |
| 1620 Investment Advisors, Inc. | 33 | $7.34K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 33 | $7.34K | 0.00% | +33 | New |
| Farmers & Merchants Investments Inc | 31 | $6.90K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 29 | $6.45K | 0.00% | +5+20.8% | Added |
| Keating Financial Advisory Services, Inc. | 27 | $6.01K | 0.00% | −1−3.6% | Reduced |
| Ogorek Anthony Joseph | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $5.34K | 0.00% | +3+14.3% | Added |
| Aspect Partners, LLC | 24 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $4.67K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 20 | $4.45K | 0.00% | +20 | New |
| MidFirst Bank | 19 | $4.23K | 0.00% | +11+137.5% | Added |
| Rossby Financial, LCC | 18 | $4.00K | 0.00% | −3−14.3% | Reduced |
| Boyd Watterson Asset Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 18 | $4.00K | 0.00% | +17+1,700.0% | Added |
| Ameriflex Group, Inc. | 18 | $4.00K | 0.00% | +18 | New |
| CWM Advisors, LLC | 17 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $3.78K | 0.00% | +3+21.4% | Added |
| William B. Walkup & Associates, Inc. | 17 | $3.78K | 0.00% | +17 | New |
| Creative Capital Management Investments LLC | 16 | $3.56K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $2.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $2.89K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $2.45K | 0.00% | +11 | New |