DaVita Ownership | Who Owns DaVita?

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DaVita Ownership Summary

DaVita is owned by 88.68% institutional investors, 48.54% insiders. Berkshire hathaway is the largest institutional shareholder, holding 41.12% of DVA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.57% of its assets in DaVita shares.

DVA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	DaVita	88.68%	48.54%	-37.22%
Sector	Healthcare Stocks	88.01%	8.90%	3.09%
Industry	Medical Care Facilities Stocks	77.86%	10.71%	11.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Berkshire hathaway	36.10M	41.12%	$5.00B
Vanguard group	6.17M	7.03%	$854.70M
Blackrock	4.94M	5.63%	$684.70M
State street	2.54M	2.90%	$352.40M
Invesco	1.44M	1.64%	$199.14M
Morgan stanley	1.31M	1.49%	$181.25M
Geode capital management	1.26M	1.43%	$173.93M
8 knots management	1.18M	1.34%	$163.46M
Lsv asset management	1.08M	1.24%	$150.30M
Dimensional fund advisors lp	982.01K	1.12%	$136.09M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Doma perpetual capital management	503.63K	32.36%	$69.79M
8 knots management	1.18M	15.78%	$163.46M
Speece thorson capital group	106.38K	3.01%	$14.74M
Stolper	42.84K	2.13%	$6.41M
Gates capital management	721.20K	1.98%	$99.94M
Berkshire hathaway	36.10M	1.79%	$5.00B
Inlet private wealth	39.94K	1.58%	$5.97M
Promethos capital	28.40K	1.49%	$3.93M
Mount lucas management lp	34.13K	1.35%	$4.73M
Wakefield asset management lllp	27.59K	1.34%	$3.82M

Top Buyers

Holder	Shares	% Assets	Change
Hrt financial lp	383.84K	0.30%	383.84K
Norges bank	294.53K	0.01%	294.53K
Jane street group	275.05K	0.01%	261.34K
Woodline partners lp	214.81K	0.28%	214.81K
Blackrock	4.94M	0.02%	200.71K

Top Sellers

Holder	Shares	% Assets	Change
Harvard management	-	-	-397.74K
Ariel investments	359.60K	0.54%	-256.67K
Amundi	282.64K	0.01%	-245.71K
Bnp paribas arbitrage, snc	235.65K	0.03%	-169.54K
Rovin capital /ut/ /adv	-	-	-158.51K

New Positions

Holder	Shares	% Assets	Change	Value
Hrt financial lp	383.84K	0.30%	383.84K	$53.19M
Norges bank	294.53K	0.01%	294.53K	$40.81M
Schroder investment management group	91.90K	0.01%	91.90K	$12.73M
Bank of montreal /can/	31.70K	0.00%	31.70K	$4.53M
J. safra sarasin	29.22K	0.07%	29.22K	$4.05M

Sold Out

Holder	Change
Financial gravity asset management	-3.00
Wr wealth planners	-4.00
Opal wealth advisors	-4.00
Wetzel investment advisors	-4.00
Great lakes retirement	-4.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	627	7.36%	74,247,736	-2.24%	88	1.16%	273	12.81%	220	1.38%
Jun 30, 2024	576	1.05%	75,934,974	-1.94%	86	1.11%	240	-2.83%	214	4.90%
Mar 31, 2024	570	0.89%	77,435,724	-1.96%	88	1.15%	247	3.78%	204	-1.92%
Dec 31, 2023	565	7.01%	78,979,997	0.12%	87	1.17%	238	2.59%	208	14.92%
Sep 30, 2023	528	8.87%	78,885,221	1.06%	86	1.17%	232	9.95%	181	6.47%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.29M	1.57%	-36.44K
Vanguard Institutional 500 Index Trust	1.22M	1.49%	-18.43K
Vanguard Small Cap Index	1.04M	1.27%	-14.23K
Invesco S&P 500® Equal Weight ETF	965.73K	1.18%	1.03K
Vanguard Small Cap Value Index Inv	693.19K	0.85%	-22.36K
Fidelity 500 Index	570.21K	0.70%	3.88K
SPDR® S&P 500® ETF Trust	565.08K	0.69%	4.32K
iShares Core S&P 500 ETF	529.51K	0.65%	378.00
Franklin Core Plus FixedIncome Composite	540.00K	0.64%	540.00K
The Health Care Select Sector SPDR® ETF	326.12K	0.40%	744.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 16, 2024	Rodriguez Javier	Chief Executive Officer	Sell	$8.25M
Sep 13, 2024	Rodriguez Javier	Chief Executive Officer	Sell	$1.61M
Aug 28, 2024	ACKERMAN JOEL	CFO and Treasuer	Sell	$734.78K
Aug 27, 2024	ACKERMAN JOEL	CFO and Treasuer	Sell	$9.93M
Aug 26, 2024	Rodriguez Javier	Chief Executive Officer	Sell	$5.02M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	9
2024 Q2	-	1
2024 Q1	-	5
2023 Q4	-	-

DVA Ownership FAQ

Who Owns DaVita?

DaVita shareholders are primarily institutional investors at 88.68%, followed by 48.54% insiders and -37.22% retail investors. The average institutional ownership in DaVita's industry, Medical Care Facilities Stocks, is 77.86%, which DaVita exceeds.

Who owns the most shares of DaVita?

DaVita’s largest shareholders are Berkshire hathaway (36.1M shares, 41.12%), Vanguard group (6.17M shares, 7.03%), and Blackrock (4.94M shares, 5.63%). Together, they hold 53.78% of DaVita’s total shares outstanding.

Does Blackrock own DaVita?

Yes, BlackRock owns 5.63% of DaVita, totaling 4.94M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 684.7M$. In the last quarter, BlackRock increased its holdings by 200.7K shares, a 4.23% change.

Who is DaVita’s biggest shareholder by percentage of total assets invested?

Doma perpetual capital management is DaVita’s biggest shareholder by percentage of total assets invested, with 32.36% of its assets in 503.63K DaVita shares, valued at 69.79M$.

Who is the top mutual fund holder of DaVita shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of DaVita shares, with 1.57% of its total shares outstanding invested in 1.29M DaVita shares.

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