DaVita Ownership 2024 | Who Owns DaVita Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

86.47%

Insider Ownership

47.30%

Retail Ownership

-33.78%

Institutional Holders

571.00

DaVita Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BERKSHIRE HATHAWAY INC41.12%1.79%36,095,570--5,001,763,135Jun 30, 2024
VANGUARD GROUP INC7.03%0.02%6,167,972-99,608-1.59%854,695,879Jun 30, 2024
BLACKROCK INC.5.63%0.02%4,941,175200,7054.23%684,698,590Jun 30, 2024
STATE STREET CORP2.90%0.02%2,543,131-38,463-1.49%352,401,663,000Jun 30, 2024
INVESCO LTD.1.64%0.04%1,437,119-77,635-5.13%199,141,579Jun 30, 2024
MORGAN STANLEY1.49%0.01%1,308,01192,2407.59%181,251,256Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.43%0.02%1,258,445-13,538-1.06%173,927,182Jun 30, 2024
8 KNOTS MANAGEMENT, LLC1.34%15.78%1,179,633--163,461,745Jun 30, 2024
LSV ASSET MANAGEMENT1.24%0.33%1,084,629-32,200-2.88%150,297,000Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.12%0.04%982,015-18,536-1.85%136,093,157Jun 30, 2024
NORTHERN TRUST CORP0.83%0.02%724,694-7,188-0.98%100,420,848,000Jun 30, 2024
GATES CAPITAL MANAGEMENT, INC.0.82%1.98%721,203-41,364-5.42%99,937,100Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC0.62%0.01%546,632-12,082-2.16%75,746,796Jun 30, 2024
ALLIANZ ASSET MANAGEMENT GMBH0.61%0.11%538,674-48,292-8.23%74,644,057Jun 30, 2024
DOMA PERPETUAL CAPITAL MANAGEMENT LLC0.57%32.36%503,628-1,853-0.37%69,787,732Jun 30, 2024
JPMORGAN CHASE & CO0.54%0.01%470,062102,52427.89%65,136,491Jun 30, 2024
BANK OF AMERICA CORP /DE/0.52%0.01%452,644-21,239-4.48%62,722,879Jun 30, 2024
BANK OF NEW YORK MELLON CORP0.51%0.01%446,506-2,382-0.53%61,872,354Jun 30, 2024
LEGAL & GENERAL GROUP PLC0.49%0.01%431,993-23,121-5.08%59,861,270Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.48%0.02%419,528118,58039.40%58,133,995Jun 30, 2024

DaVita's largest institutional shareholder is BERKSHIRE HATHAWAY INC, holding 41.12% of the company's total share outstanding, currently valued at $5.00B. The top 10 institutional shareholders own together 64.94% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DOMA PERPETUAL CAPITAL MANAGEMENT LLC0.57%32.36%503,628-1,853-0.37%69,787,732Jun 30, 2024
8 KNOTS MANAGEMENT, LLC1.34%15.78%1,179,633--163,461,745Jun 30, 2024
HARVARD MANAGEMENT CO INC0.45%3.32%397,744397,744100.00%55,115,386Jun 30, 2024
SPEECE THORSON CAPITAL GROUP INC0.12%3.01%106,380-2,140-1.97%14,741,000Jun 30, 2024
STOLPER CO0.05%2.10%43,0125501.30%5,960,000Jun 30, 2024
GATES CAPITAL MANAGEMENT, INC.0.82%1.98%721,203-41,364-5.42%99,937,100Jun 30, 2024
BERKSHIRE HATHAWAY INC41.12%1.79%36,095,570--5,001,763,135Jun 30, 2024
INLET PRIVATE WEALTH, LLC0.05%1.63%42,940-300-0.69%5,950,196Jun 30, 2024
PROMETHOS CAPITAL, LLC0.03%1.49%28,39615,490120.02%3,934,834Jun 30, 2024
MOUNT LUCAS MANAGEMENT LP0.04%1.35%34,13315,10479.37%4,729,810Jun 30, 2024
WAKEFIELD ASSET MANAGEMENT LLLP0.03%1.34%27,594-727-2.57%3,823,701Jun 30, 2024
FOX HILL WEALTH MANAGEMENT0.02%1.33%15,734--2,180,260Jun 30, 2024
EPACRIA CAPITAL PARTNERS, LLC0.01%1.33%13,091--1,814,020Jun 30, 2024
TOBAM0.07%1.30%59,836-56,899-48.74%8,291,000Jun 30, 2024
TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD0.05%1.27%47,637-9,801-17.06%6,601,000Jun 30, 2024
SIPPICAN CAPITAL ADVISORS0.01%1.21%10,994-131-1.18%1,523,439Jun 30, 2024
L2 ASSET MANAGEMENT, LLC0.03%1.05%25,051-3,302-11.65%3,471,300Jun 30, 2024
CHASE INVESTMENT COUNSEL CORP0.02%1.03%21,71221,712100.00%2,966,000Jun 30, 2024
PATTON FUND MANAGEMENT, INC.0.04%0.98%33,56733,567100.00%4,651,379Jun 30, 2024
MARTIN CAPITAL ADVISORS, LLP0.01%0.90%8,628--1,195,582Jun 30, 2024

The largest DaVita shareholder by % of total assets is DOMA PERPETUAL CAPITAL MANAGEMENT LLC. The company owns 503.63K shares of DaVita (DVA), representing 32.36% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HARVARD MANAGEMENT CO INC0.45%3.32%397,744397,744100.00%55,115,386Jun 30, 2024
HRT FINANCIAL LP0.44%0.30%383,837383,837100.00%53,188,000Jun 30, 2024
NORGES BANK0.34%0.01%294,528294,528100.00%40,812,745Jun 30, 2024
WOODLINE PARTNERS LP0.24%0.28%214,811214,811100.00%29,766,360Jun 30, 2024
BLACKROCK INC.5.63%0.02%4,941,175200,7054.23%684,698,590Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.48%0.02%419,528118,58039.40%58,133,995Jun 30, 2024
KBC GROUP NV0.28%0.10%246,269104,25373.41%34,125,000Jun 30, 2024
JPMORGAN CHASE & CO0.54%0.01%470,062102,52427.89%65,136,491Jun 30, 2024
MORGAN STANLEY1.49%0.01%1,308,01192,2407.59%181,251,256Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP0.10%0.01%91,89691,896100.00%12,734,028Jun 30, 2024
JEFFERIES FINANCIAL GROUP INC.0.10%0.13%88,18788,187100.00%12,220,073Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.08%0.03%69,38869,388100.00%9,615,079Jun 30, 2024
HENNESSY ADVISORS INC0.07%0.32%60,90060,900100.00%8,438,913Jun 30, 2024
STRATEGIC FINANCIAL CONCEPTS, LLC0.07%0.00%57,18157,181100.00%419,000Jun 30, 2024
BARCLAYS PLC0.06%0.00%50,00050,000100.00%6,929,000Jun 30, 2024
FIRST TRUST ADVISORS LP0.29%0.04%253,44949,08624.02%35,120,450Jun 30, 2024
GREAT WEST LIFE ASSURANCE CO /CAN/0.12%0.03%107,19344,12769.97%14,861,000Jun 30, 2024
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S0.06%0.11%49,27939,660412.31%6,829,000Jun 30, 2024
WELLS FARGO & COMPANY/MN0.06%0.00%55,51337,442207.19%7,692,404Jun 30, 2024
PEAK6 INVESTMENTS LLC0.06%0.02%54,60035,300182.90%7,565,922Jun 30, 2024

As of Jun 30 2024, DaVita's largest institutional buyer is HARVARD MANAGEMENT CO INC. The company purchased 397.74K stocks of DVA, valued at $55.12M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PACER ADVISORS, INC.0.01%0.00%5,921-1,677,525-99.65%820,473Jun 30, 2024
D. E. SHAW & CO., INC.0.17%0.02%147,043-295,297-66.76%20,375,749Jun 30, 2024
ARIEL INVESTMENTS, LLC0.41%0.54%359,604-256,666-41.65%49,830,326Jun 30, 2024
AMUNDI0.32%0.01%282,636-245,712-46.51%38,989,636Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.27%0.03%235,650-169,545-41.84%32,654,020Jun 30, 2024
ROVIN CAPITAL /UT/ /ADV----158,506-100.00%-Jun 30, 2024
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A.0.14%0.04%125,080-135,295-51.96%17,332,000Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.14%0.03%119,200-134,700-53.05%16,517,544Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.04%0.01%36,200-134,700-78.82%5,016,234Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.12%0.03%109,400-123,800-53.09%15,159,559Jun 30, 2024
MAN GROUP PLC0.02%0.01%14,525-117,334-88.98%2,012,729Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD0.08%0.09%71,168-116,009-61.98%9,861,750Jun 30, 2024
HOLOCENE ADVISORS, LP----109,034-100.00%-Jun 30, 2024
VANGUARD GROUP INC7.03%0.02%6,167,972-99,608-1.59%854,695,879Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.08%0.01%68,523-89,208-56.56%9,495,232Jun 30, 2024
PINEBRIDGE INVESTMENTS, L.P.0.12%0.12%109,471-79,264-42.00%15,169,396Jun 30, 2024
UBS GROUP AG----78,500-100.00%-Jun 30, 2024
INVESCO LTD.1.64%0.04%1,437,119-77,635-5.13%199,141,579Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD----74,600-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----68,138-100.00%-Jun 30, 2024

As of Jun 30 2024, DaVita's biggest institutional seller is PACER ADVISORS, INC.. The company sold -1.68M shares of DVA, valued at $820.47K.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HARVARD MANAGEMENT CO INC0.45%3.32%397,744397,744100.00%55,115,386Jun 30, 2024
HRT FINANCIAL LP0.44%0.30%383,837383,837100.00%53,188,000Jun 30, 2024
NORGES BANK0.34%0.01%294,528294,528100.00%40,812,745Jun 30, 2024
SCHRODER INVESTMENT MANAGEMENT GROUP0.10%0.01%91,89691,896100.00%12,734,028Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.08%0.03%69,38869,388100.00%9,615,079Jun 30, 2024
HENNESSY ADVISORS INC0.07%0.32%60,90060,900100.00%8,438,913Jun 30, 2024
STRATEGIC FINANCIAL CONCEPTS, LLC0.07%0.00%57,18157,181100.00%419,000Jun 30, 2024
PATTON FUND MANAGEMENT, INC.0.04%0.98%33,56733,567100.00%4,651,379Jun 30, 2024
BANK OF MONTREAL /CAN/0.04%0.00%31,70031,700100.00%4,532,783Jun 30, 2024
J. SAFRA SARASIN HOLDING AG0.03%0.07%29,22129,221100.00%4,049,154Jun 30, 2024
CHASE INVESTMENT COUNSEL CORP0.02%1.03%21,71221,712100.00%2,966,000Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.02%0.29%20,14620,146100.00%2,791,631Jun 30, 2024
OMERS ADMINISTRATION CORP0.02%0.03%19,51419,514100.00%2,704,055Jun 30, 2024
NOMURA HOLDINGS INC0.02%0.00%17,40017,400100.00%2,411,118Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.02%0.01%16,70016,700100.00%2,314,119Jun 30, 2024
CHAPIN DAVIS, INC.0.02%0.76%16,07516,075100.00%2,227,515Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.02%0.01%14,06514,065100.00%1,948,987Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.01%0.02%13,07013,070100.00%1,811,110Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.01%0.00%11,99411,994100.00%1,662,008Jun 30, 2024
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND)0.01%0.02%11,53911,539100.00%1,599,000Jun 30, 2024
NOMURA HOLDINGS INC0.01%0.00%11,38511,385100.00%1,577,619Jun 30, 2024
MISSION WEALTH MANAGEMENT, LP0.01%0.04%11,23011,230100.00%1,556,142Jun 30, 2024
SCHONFELD STRATEGIC ADVISORS LLC0.01%0.01%11,15511,155100.00%1,545,747Jun 30, 2024
QUADRATURE CAPITAL LTD0.01%0.02%8,8148,814100.00%1,220,915Jun 30, 2024
CREEKMUR ASSET MANAGEMENT LLC0.01%0.31%8,6898,689100.00%1,204,035Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.01%0.01%7,1007,100100.00%983,847Jun 30, 2024
LA BANQUE POSTALE ASSET MANAGEMENT SA0.01%0.04%6,6236,623100.00%917,749Jun 30, 2024
INCEPTIONR LLC0.01%0.26%6,5236,523100.00%903,892Jun 30, 2024
PRIVATE ADVISORY GROUP LLC0.01%0.11%5,9425,942100.00%823,358Jun 30, 2024
FIL LTD0.01%0.00%5,8615,861100.00%812,159Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.01%0.00%5,1005,100100.00%706,707Jun 30, 2024
MBB PUBLIC MARKETS I LLC0.00%0.01%4,2004,200100.00%581,994Jun 30, 2024
PERKINS COIE TRUST CO0.00%0.13%4,1454,145100.00%574,372Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.00%0.00%4,0004,000100.00%554,280Jun 30, 2024
MIZUHO SECURITIES USA LLC0.00%0.01%3,9933,993100.00%553,310Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.00%0.07%3,0133,013100.00%417,511Jun 30, 2024
PRECISION WEALTH STRATEGIES, LLC0.00%0.42%2,9312,931100.00%406,149Jun 30, 2024
APPLIED FINANCE CAPITAL MANAGEMENT, LLC0.00%0.02%2,7682,768100.00%383,562Jun 30, 2024
ISAM FUNDS (UK) LTD0.00%0.29%2,7682,768100.00%383,562Jun 30, 2024
FINANCIAL STRATEGIES GROUP, INC.0.00%0.09%2,6312,631100.00%362,924Jun 30, 2024
COLONY GROUP, LLC0.00%0.00%2,5862,586100.00%358,000Jun 30, 2024
ATRIA INVESTMENTS, INC0.00%0.00%2,5802,580100.00%357,511Jun 30, 2024
TWO SIGMA SECURITIES, LLC0.00%0.00%2,2822,282100.00%316,217Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC0.00%0.00%2,2762,276100.00%315,387Jun 30, 2024
M HOLDINGS SECURITIES, INC.0.00%0.04%2,1662,166100.00%300,000Jun 30, 2024
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT0.00%0.02%2,0132,013100.00%278,941Jun 30, 2024
CAPROCK GROUP, LLC0.00%0.01%1,9801,980100.00%276,385Jun 30, 2024
LIDO ADVISORS, LLC0.00%0.00%1,7941,794100.00%248,594Jun 30, 2024
AXQ CAPITAL, LP0.00%0.05%1,6071,607100.00%222,682Jun 30, 2024
MORAN WEALTH MANAGEMENT, LLC0.00%0.01%1,5211,521100.00%210,765Jun 30, 2024
CX INSTITUTIONAL0.00%0.01%1,4801,480100.00%205,084Jun 30, 2024
CAMELOT PORTFOLIOS, LLC0.00%0.10%1,3001,300100.00%180,141Jun 30, 2024
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.0.00%0.06%1,2801,280100.00%177,368Jun 30, 2024
ORG PARTNERS LLC0.00%0.01%592592100.00%82,055,000Jun 30, 2024
FAMILY FIRM, INC.0.00%0.01%313313100.00%43,372Jun 30, 2024
0.00%0.03%302302100.00%41,848Jun 30, 2024
IBEX WEALTH ADVISORS0.00%0.01%300300100.00%41,571Jun 30, 2024
COPPELL ADVISORY SOLUTIONS LLC0.00%0.00%200200100.00%27,714Jun 30, 2024
TUCKER ASSET MANAGEMENT LLC0.00%0.01%177177100.00%24,527Jun 30, 2024
CORECAP ADVISORS, LLC0.00%0.00%150150100.00%20,786Jun 30, 2024
INNEALTA CAPITAL, LLC0.00%0.01%142142100.00%19,677Jun 30, 2024
CVA FAMILY OFFICE, LLC0.00%0.00%9898100.00%13,580Jun 30, 2024
ALASKA PERMANENT FUND CORP0.00%0.00%7474100.00%10,110Jun 30, 2024
ANFIELD CAPITAL MANAGEMENT, LLC0.00%0.00%5454100.00%7,483Jun 30, 2024
DT INVESTMENT PARTNERS, LLC-0.00%2424100.00%3,326Jun 30, 2024
FAIRWAY WEALTH LLC-0.00%1313100.00%1,801Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC-0.00%88100.00%1,109Jun 30, 2024
SRS CAPITAL ADVISORS, INC.-0.00%88100.00%1,109Jun 30, 2024
RUEDI WEALTH MANAGEMENT, INC.-0.00%66100.00%831Jun 30, 2024
GREAT LAKES RETIREMENT, INC.-0.00%44100.00%554Jun 30, 2024
OPAL WEALTH ADVISORS, LLC-0.00%44100.00%555Jun 30, 2024
IRON HORSE WEALTH MANAGEMENT, LLC-0.00%33100.00%416Jun 30, 2024

DaVita's largest new institutional shareholder by number of shares is HARVARD MANAGEMENT CO INC, purchased 397.74K shares, valued at $55.12M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ROVIN CAPITAL /UT/ /ADV----158,506-100.00%-Jun 30, 2024
HOLOCENE ADVISORS, LP----109,034-100.00%-Jun 30, 2024
UBS GROUP AG----78,500-100.00%-Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD----74,600-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----68,138-100.00%-Jun 30, 2024
AUSTRALIANSUPER PTY LTD----59,288-100.00%-Jun 30, 2024
BARCLAYS PLC----50,000-100.00%-Jun 30, 2024
MARSHALL WACE, LLP----46,040-100.00%-Jun 30, 2024
WALLEYE TRADING LLC----45,516-100.00%-Jun 30, 2024
SIMPLEX TRADING, LLC----27,352-100.00%-Jun 30, 2024
ENTROPY TECHNOLOGIES, LP----23,696-100.00%-Jun 30, 2024
CAPITAL FUND MANAGEMENT S.A.----20,100-100.00%-Jun 30, 2024
CURATED WEALTH PARTNERS LLC----18,535-100.00%-Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC----17,753-100.00%-Jun 30, 2024
GLOBAL ASSETS ADVISORY, LLC----17,092-100.00%-Jun 30, 2024
BAYESIAN CAPITAL MANAGEMENT, LP----15,189-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----14,832-100.00%-Jun 30, 2024
PEAK6 INVESTMENTS LLC----13,250-100.00%-Jun 30, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----12,958-100.00%-Jun 30, 2024
QUANTBOT TECHNOLOGIES LP----12,597-100.00%-Jun 30, 2024
CAMPBELL & CO INVESTMENT ADVISER LLC----12,420-100.00%-Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP----12,000-100.00%-Jun 30, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----8,710-100.00%-Jun 30, 2024
WOLVERINE TRADING, LLC----7,900-100.00%-Jun 30, 2024
ABLE FINANCIAL GROUP, LLC----6,792-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----6,745-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----5,886-100.00%-Jun 30, 2024
ATOM INVESTORS LP----5,287-100.00%-Jun 30, 2024
NATIXIS----5,131-100.00%-Jun 30, 2024
BANCO BTG PACTUAL S.A.----5,000-100.00%-Jun 30, 2024
FCF ADVISORS LLC----4,115-100.00%-Jun 30, 2024
MEITAV INVESTMENT HOUSE LTD----3,673-100.00%-Jun 30, 2024
QSEMBLE CAPITAL MANAGEMENT, LP----3,422-100.00%-Jun 30, 2024
BANCO SANTANDER, S.A.----3,058-100.00%-Jun 30, 2024
PICTET & CIE (EUROPE) SA----3,000-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----2,905-100.00%-Jun 30, 2024
STEVENS CAPITAL MANAGEMENT LP----2,736-100.00%-Jun 30, 2024
PEARL RIVER CAPITAL, LLC----2,445-100.00%-Jun 30, 2024
GSA CAPITAL PARTNERS LLP----2,311-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----2,171-100.00%-Jun 30, 2024
MIRABELLA FINANCIAL SERVICES LLP----2,007-100.00%-Jun 30, 2024
EDGESTREAM PARTNERS, L.P.----1,794-100.00%-Jun 30, 2024
BANQUE PICTET & CIE SA----1,794-100.00%-Jun 30, 2024
CAXTON ASSOCIATES LP----1,688-100.00%-Jun 30, 2024
MACHINA CAPITAL S.A.S.----1,659-100.00%-Jun 30, 2024
SIVIA CAPITAL PARTNERS, LLC----1,594-100.00%-Jun 30, 2024
BEACON POINTE ADVISORS, LLC----1,561-100.00%-Jun 30, 2024
PRELUDE CAPITAL MANAGEMENT, LLC----1,456-100.00%-Jun 30, 2024
GROUPAMA ASSET MANAGMENT----1,194-100.00%-Jun 30, 2024
MEEDER ASSET MANAGEMENT INC----710-100.00%-Jun 30, 2024
STATE OF WYOMING----513-100.00%-Jun 30, 2024
PINNACLE BANCORP, INC.----250-100.00%-Jun 30, 2024
QUARRY LP----247-100.00%-Jun 30, 2024
DENALI ADVISORS LLC----205-100.00%-Jun 30, 2024
FIRST MANHATTAN CO. LLC.----163-100.00%-Jun 30, 2024
GROUP ONE TRADING, L.P.----104-100.00%-Jun 30, 2024
VITALSTONE FINANCIAL, LLC----54-100.00%-Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC----41-100.00%-Jun 30, 2024
TRIFECTA CAPITAL ADVISORS, LLC----8-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----7-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----7-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----3-100.00%-Jun 30, 2024

DaVita's largest sold out institutional shareholder by shares sold is ROVIN CAPITAL /UT/ /ADV, sold -0.16M shares, valued at -, as of undefined.

DaVita Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SARATOGA ADVANTAGE TRUST8.13%500,000--Feb 29, 2024
HSBC FUNDS6.35%205,000--Jan 31, 2024
Manager Directed Portfolios3.40%557,000--Jan 31, 2024
Transparent Value Trust2.13%34,206--Dec 31, 2023
Manager Directed Portfolios1.54%252,000--Jan 31, 2024
NICHOLAS HIGH INCOME FUND, INC.1.10%1,000,000--Jun 30, 2020
ASYMmetric ETFs Trust0.96%3,213-1,432-30.83%Sep 30, 2023
ADVENT CONVERTIBLE & INCOME FUND0.84%2,869,000--Jan 31, 2024
ALLSPRING INCOME OPPORTUNITIES FUND0.78%5,140,000--Jan 31, 2024
BlackRock Multi-Sector Opportunities Trust0.74%1,266,000--Dec 31, 2023
ALLSPRING UTILITIES & HIGH INCOME FUND0.72%370,000--Feb 29, 2024
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND0.60%405,000--Jan 31, 2024
Apollo Tactical Income Fund Inc.0.59%2,000,000--Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV0.56%656,355--Mar 28, 2024
HOTCHKIS & WILEY FUNDS /DE/0.53%6,675,000--Mar 31, 2024
Invesco High Income Trust II0.49%555,000--Feb 29, 2024
BlackRock Multi-Sector Opportunities Trust II0.48%576,000--Sep 30, 2023
DELAWARE VIP TRUST0.45%1,636,897--Mar 28, 2024
BNY MELLON HIGH YIELD STRATEGIES FUND0.44%1,180,000--Mar 31, 2024
PIMCO Income Opportunity Fund0.42%4,100,000--Sep 30, 2021
DEUTSCHE DWS VARIABLE SERIES I0.42%150,000--Mar 31, 2024
DIAMOND HILL FUNDS0.39%18,129,000--Dec 31, 2023
JOHN HANCOCK INVESTORS TRUST0.39%1,145,000--Jan 31, 2024
BlackRock 2022 Global Income Opportunity Trust0.37%637,000--Sep 30, 2021
TAX-MANAGED GROWTH PORTFOLIO0.36%135,077--Mar 31, 2024
PIMCO Dynamic Income Opportunities Fund0.35%18,800,000--Sep 30, 2022
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC0.34%90,000-45,000-33.33%Feb 28, 2023
BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc.0.34%410,000--Aug 31, 2023
Nuveen Short Duration Credit Opportunities Fund0.34%800,000--Apr 30, 2023
SUNAMERICA INCOME FUNDS0.34%2,100,000495,00030.84%Jun 30, 2021
JOHN HANCOCK INVESTORS TRUST0.33%975,000--Jan 31, 2024
BNY Mellon Absolute Insight Funds, Inc.0.33%5,021,000--Apr 30, 2022
FIRST INVESTORS LIFE SERIES FUNDS0.31%925,000925,000-Sep 30, 2019
MFS SPECIAL VALUE TRUST0.30%60,000--Jan 31, 2024
BNY Mellon Investment Funds VII, Inc.0.30%345,000--Apr 30, 2022
DEUTSCHE DWS PORTFOLIO TRUST0.28%1,305,000--Jan 31, 2024
CREDIT SUISSE OPPORTUNITY FUNDS0.27%12,219,375--Jan 31, 2024
PCM FUND, INC.0.26%900,000--Sep 30, 2022
ADVISORS SERIES TRUST0.24%11,604,000--Jan 31, 2024
DELAWARE POOLED TRUST0.24%255,000--Jan 31, 2024
Delaware Enhanced Global Dividend & Income Fund0.23%85,000-160,000-65.31%Feb 28, 2023
NUVEEN SENIOR INCOME FUND0.22%800,000--Apr 30, 2023
RBB Fund Trust0.20%200,000--Feb 29, 2024
GENERAL ELECTRIC RSP U.S. EQUITY FUND0.19%96,028--Mar 31, 2021
BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc.0.19%280,000--Mar 31, 2024
Nuveen Floating Rate Income Opportunity Fund0.18%1,200,000--Apr 30, 2023
Virtus Global Multi-Sector Income Fund0.18%280,000--Feb 29, 2024
Federated Hermes High Yield Trust0.17%875,000--Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS IV0.17%195,000--Mar 28, 2024
Federated Hermes High Income Bond Fund, Inc.0.16%750,000--Mar 31, 2024
JANUS ASPEN SERIES0.16%6,903,000--Dec 31, 2023
PAX WORLD FUNDS SERIES TRUST I0.16%3,100,000--Mar 31, 2024
NUVEEN INVESTMENT TRUST III0.15%3,241,875--Feb 29, 2024
JOHN HANCOCK INVESTORS TRUST0.15%440,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.13%438,000--Jan 31, 2024
JANUS ASPEN SERIES0.13%5,666,000--Dec 31, 2023
Gabelli Healthcare & WellnessRx Trust0.13%15,000-10,000-40.00%Dec 29, 2023
DELAWARE POOLED TRUST0.12%124,687--Jan 31, 2024
JOHN HANCOCK BOND TRUST0.11%7,575,000--Feb 29, 2024
MANNING & NAPIER FUND, INC.0.11%4,850,000--Jan 31, 2024
MFS SPECIAL VALUE TRUST0.10%20,947--Jan 31, 2024
MFS SERIES TRUST III0.10%8,551,000--Jan 31, 2024
DEUTSCHE DWS GLOBAL/INTERNATIONAL FUND, INC.0.10%225,000--Mar 31, 2024
Eaton Vance Tax-Managed Buy-Write Opportunities Fund0.10%11,550--Mar 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.10%29,189,000--Feb 29, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.10%28,508,0003,204,00012.66%Feb 29, 2024
IndexIQ ETF Trust0.10%221,000--Jan 31, 2024
NUVEEN INVESTMENT TRUST0.09%53,200--Mar 31, 2024
MFS SERIES TRUST VIII0.09%4,100,000--Jan 31, 2024
JOHN HANCOCK INCOME SECURITIES TRUST0.09%285,000--Jan 31, 2024
INTEGRITY FUNDS0.08%211,000--Jan 31, 2024
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.08%1,150,000--Jan 31, 2024
DEUTSCHE DWS INVESTMENT TRUST0.08%248,267--Jan 31, 2024
Natixis Funds Trust I0.08%12,561,000--Mar 31, 2024
JOHN HANCOCK BOND TRUST0.08%5,390,000-375,000-6.50%Feb 29, 2024
NUVEEN FLOATING RATE INCOME FUND0.08%1,600,000--Jan 31, 2024
VALIC Co II0.08%2,660,0002,660,000-Feb 28, 2021
NORTHERN FUNDS0.08%11,173,000-335,000-2.91%Mar 28, 2024
Nuveen Core Equity Alpha Fund0.08%5,455--Mar 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.08%120,000--Mar 28, 2024
HIGH INCOME OPPORTUNITIES PORTFOLIO0.07%970,000--Jan 31, 2024
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.07%25,098--Mar 31, 2024
AlphaMark Investment Trust0.07%1,637--May 31, 2023
SARATOGA ADVANTAGE TRUST0.07%4,200-110-2.55%Feb 29, 2024
MFS SERIES TRUST IX0.07%15,220,000--Jan 31, 2024
VANGUARD VALLEY FORGE FUNDS0.07%34,893--Mar 31, 2024
SCHRODER GLOBAL SERIES TRUST0.07%134-2,642-95.17%Jan 31, 2021
JOHN HANCOCK BOND TRUST0.06%4,345,000700,00019.20%Feb 29, 2024
PRUDENTIAL SECTOR FUNDS, INC.0.06%131,548--Feb 29, 2024
Humankind Benefit Corp0.06%1,367705.40%Dec 31, 2023
TOUCHSTONE VARIABLE SERIES TRUST0.06%50,000--Mar 31, 2024
DELAWARE GROUP ADVISER FUNDS0.06%2,424,922--Jan 31, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 140.06%1,525,000--Feb 29, 2024
DEUTSCHE DWS VARIABLE SERIES II0.06%140,000--Mar 31, 2024
JOHN HANCOCK SOVEREIGN BOND FUND0.06%16,489,0001,001,0006.46%Feb 29, 2024
HOTCHKIS & WILEY FUNDS /DE/0.05%680,000--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.05%202,491-16,743-7.64%Jan 31, 2024
Federated Hermes Institutional Trust0.05%5,225,000--Jan 31, 2024
BlackRock Series Fund II, Inc.0.05%11,000--Mar 31, 2024
DELAWARE GROUP EQUITY FUNDS IV0.05%60,000--Mar 28, 2024

DaVita's largest mutual fund holder by % of total assets is "SARATOGA ADVANTAGE TRUST", owning 500.00K shares, compromising 8.13% of its total assets.

DaVita Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 245710.35%
31 Mar, 245690.89%
31 Dec, 235647.02%
30 Sep, 235278.88%
30 Jun, 234848.04%
31 Mar, 23448-4.07%
31 Dec, 22467-0.43%
30 Sep, 22469-4.48%
30 Jun, 22491-8.57%
31 Mar, 225373.67%
31 Dec, 21518-3.54%
30 Sep, 215370.37%
30 Jun, 215355.31%
31 Mar, 21508-7.47%
31 Dec, 205497.02%
30 Sep, 20513-3.39%
30 Jun, 205313.91%
31 Mar, 205114.29%
31 Dec, 194906.29%
30 Sep, 194614.54%
30 Jun, 19441-8.51%
31 Mar, 194820.21%
31 Dec, 18481-9.42%
30 Sep, 185313.31%
30 Jun, 18514-2.84%
31 Mar, 185294.96%
31 Dec, 175046.33%
30 Sep, 17474-7.24%
30 Jun, 17511-0.78%
31 Mar, 175150.39%
31 Dec, 165130.79%
30 Sep, 16509-2.30%
30 Jun, 165214.20%
31 Mar, 16500-4.94%
31 Dec, 155267.13%
30 Sep, 15491-5.58%
30 Jun, 155202.56%
31 Mar, 15507-2.12%
31 Dec, 145184.02%
30 Sep, 144981.01%
30 Jun, 14493-1.60%
31 Mar, 145014.38%
31 Dec, 134809.34%
30 Sep, 13439-3.73%
30 Jun, 13456130.30%
31 Mar, 131982.06%
31 Dec, 1219418.29%
30 Sep, 121642.50%
30 Jun, 12160-4.76%
31 Mar, 1216810.53%
31 Dec, 111526.29%
30 Sep, 1114318.18%
30 Jun, 111210.83%
31 Mar, 111201.69%
31 Dec, 1011811.32%
30 Sep, 101068.16%
30 Jun, 1098-11.71%
31 Mar, 1011114.43%
31 Dec, 0997-2.02%
30 Sep, 0999-10.81%
30 Jun, 091117.77%
31 Mar, 09103-6.36%
31 Dec, 081100.92%
30 Sep, 0810943.42%
30 Jun, 0876-
31 Mar, 0876-17.39%
31 Dec, 079217.95%
30 Sep, 0778-2.50%
30 Jun, 07805.26%
31 Mar, 0776-8.43%
31 Dec, 068315.28%
30 Sep, 06725.88%
30 Jun, 0668-12.82%
31 Mar, 067821.88%
31 Dec, 056410.34%
30 Sep, 0558-
30 Jun, 05589.43%
31 Mar, 055312.77%
31 Dec, 04472.17%
30 Sep, 0446-16.36%
30 Jun, 045517.02%
31 Mar, 044717.50%
31 Dec, 034021.21%
30 Sep, 033317.86%
30 Jun, 032812.00%
31 Mar, 0325-
31 Dec, 0225-7.41%
30 Sep, 02278.00%
30 Jun, 0225-7.41%
31 Mar, 02278.00%
31 Dec, 01254.17%
30 Sep, 0124-11.11%
30 Jun, 012742.11%
31 Mar, 0119-
31 Dec, 0019850.00%
30 Sep, 002-

As of 30 Jun 24, 571 institutions are holding DaVita's shares, representing an increase of 0.35% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2475,900,377-1.99%
31 Mar, 2477,437,761-1.95%
31 Dec, 2378,979,6940.12%
30 Sep, 2378,885,0091.06%
30 Jun, 2378,056,3690.55%
31 Mar, 2377,628,533-0.21%
31 Dec, 2277,790,676-2.22%
30 Sep, 2279,560,477-2.21%
30 Jun, 2281,354,988-0.43%
31 Mar, 2281,708,255-3.03%
31 Dec, 2184,262,773-5.73%
30 Sep, 2189,387,762-2.68%
30 Jun, 2191,846,219-3.30%
31 Mar, 2194,978,098-3.81%
31 Dec, 2098,739,603-5.30%
30 Sep, 20104,260,313-8.04%
30 Jun, 20113,372,0390.15%
31 Mar, 20113,196,643-3.75%
31 Dec, 19117,607,579-6.88%
30 Sep, 19126,294,810-16.75%
30 Jun, 19151,705,7661.45%
31 Mar, 19149,538,9331.50%
31 Dec, 18147,330,702-0.12%
30 Sep, 18147,502,863-2.21%
30 Jun, 18150,832,941-3.56%
31 Mar, 18156,406,860-0.56%
31 Dec, 17157,291,994-4.56%
30 Sep, 17164,798,7281.08%
30 Jun, 17163,043,0910.08%
31 Mar, 17162,913,683-2.28%
31 Dec, 16166,722,011-2.10%
30 Sep, 16170,290,583-2.49%
30 Jun, 16174,636,596-2.70%
31 Mar, 16179,483,1972.17%
31 Dec, 15175,671,079-7.77%
30 Sep, 15190,467,5995.37%
30 Jun, 15180,765,406-1.56%
31 Mar, 15183,626,9811.35%
31 Dec, 14181,184,0222.14%
30 Sep, 14177,396,1710.39%
30 Jun, 14176,702,2660.26%
31 Mar, 14176,249,1650.44%
31 Dec, 13175,483,045-4.38%
30 Sep, 13183,522,06499.91%
30 Jun, 1391,801,057196.86%
31 Mar, 1330,924,167-2.19%
31 Dec, 1231,616,196-8.84%
30 Sep, 1234,683,487-84.80%
30 Jun, 12228,195,919545.71%
31 Mar, 1235,340,201-21.51%
31 Dec, 1145,022,96733.21%
30 Sep, 1133,799,608-5.49%
30 Jun, 1135,764,1701.46%
31 Mar, 1135,248,56218.92%
31 Dec, 1029,640,01011.27%
30 Sep, 1026,636,944-28.84%
30 Jun, 1037,432,99116.46%
31 Mar, 1032,141,74111.85%
31 Dec, 0928,735,947-10.22%
30 Sep, 0932,006,363-17.19%
30 Jun, 0938,652,3815.28%
31 Mar, 0936,714,200-18.57%
31 Dec, 0845,085,70510.41%
30 Sep, 0840,835,43633.16%
30 Jun, 0830,665,303-12.18%
31 Mar, 0834,919,662-21.13%
31 Dec, 0744,273,5378.35%
30 Sep, 0740,860,3114.49%
30 Jun, 0739,105,12965.32%
31 Mar, 0723,654,216-31.83%
31 Dec, 0634,698,9851.08%
30 Sep, 0634,326,60238.52%
30 Jun, 0624,781,411-20.82%
31 Mar, 0631,295,66739.85%
31 Dec, 0522,378,154-8.20%
30 Sep, 0524,377,5792.31%
30 Jun, 0523,827,352-18.63%
31 Mar, 0529,283,841-7.61%
31 Dec, 0431,695,13729.12%
30 Sep, 0424,546,312-3.79%
30 Jun, 0425,513,79391.51%
31 Mar, 0413,322,15918.55%
31 Dec, 0311,237,335-23.76%
30 Sep, 0314,739,07321.16%
30 Jun, 0312,164,5527.36%
31 Mar, 0311,330,432-7.07%
31 Dec, 0212,192,697138.76%
30 Sep, 025,106,679-53.20%
30 Jun, 0210,911,275-25.27%
31 Mar, 0214,601,804-1.95%
31 Dec, 0114,891,55837.51%
30 Sep, 0110,829,349-21.61%
30 Jun, 0113,814,27322.69%
31 Mar, 0111,259,15317.69%
31 Dec, 009,566,598370.70%
30 Sep, 002,032,400-

DaVita (DVA) has 75.90M shares outstanding as of 30 Jun 24, down -1.99% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2486.47%1.11%
31 Mar, 2488.22%1.15%
31 Dec, 2387.41%1.17%
30 Sep, 2386.38%1.17%
30 Jun, 2385.79%1.17%
31 Mar, 2385.78%1.15%
31 Dec, 2286.32%1.13%
30 Sep, 2287.28%1.18%
30 Jun, 2286.13%1.20%
31 Mar, 2284.81%1.22%
31 Dec, 2183.50%1.15%
30 Sep, 2185.30%1.14%
30 Jun, 2186.35%1.14%
31 Mar, 2187.12%1.11%
31 Dec, 2088.41%1.19%
30 Sep, 2086.23%1.00%
30 Jun, 2092.87%1.13%
31 Mar, 2090.63%1.10%
31 Dec, 1990.85%1.29%
30 Sep, 1983.82%1.01%
30 Jun, 1991.20%1.13%
31 Mar, 1989.87%1.14%
31 Dec, 1888.76%1.13%
30 Sep, 1888.45%1.14%
30 Jun, 1887.89%1.15%
31 Mar, 1887.40%1.17%
31 Dec, 1786.30%1.13%
30 Sep, 1787.25%1.20%
30 Jun, 1785.32%1.19%
31 Mar, 1784.68%1.24%
31 Dec, 1682.68%1.18%
30 Sep, 1683.57%1.15%
30 Jun, 1685.40%1.11%
31 Mar, 1687.82%1.24%
31 Dec, 1584.15%1.05%
30 Sep, 1589.68%1.25%
30 Jun, 1584.87%1.14%
31 Mar, 1586.32%1.19%
31 Dec, 1485.34%1.23%
30 Sep, 1483.43%1.20%
30 Jun, 1483.25%1.20%
31 Mar, 1483.38%1.20%
31 Dec, 1383.34%1.10%
30 Sep, 1387.23%1.14%
30 Jun, 1387.51%9.99%
31 Mar, 1329.60%2.73%
31 Dec, 1232.93%2.47%
30 Sep, 1236.52%0.06%
30 Jun, 12242.32%17.06%
31 Mar, 1237.69%1.67%
31 Dec, 1147.56%3.64%
30 Sep, 1136.17%2.58%
30 Jun, 1137.45%2.79%
31 Mar, 1136.62%3.86%
31 Dec, 1030.79%4.57%
30 Sep, 1025.96%1.97%
30 Jun, 1036.34%3.76%
31 Mar, 1031.10%4.04%
31 Dec, 0927.74%2.94%
30 Sep, 0930.74%2.21%
30 Jun, 0937.27%2.98%
31 Mar, 0935.34%1.88%
31 Dec, 0843.40%2.85%
30 Sep, 0839.06%4.56%
30 Jun, 0829.26%2.77%
31 Mar, 0832.52%1.90%
31 Dec, 0741.42%2.80%
30 Sep, 0738.49%2.80%
30 Jun, 0737.08%7.31%
31 Mar, 0722.52%2.03%
31 Dec, 0633.30%3.04%
30 Sep, 0633.07%5.77%
30 Jun, 0623.95%2.57%
31 Mar, 0630.51%6.32%
31 Dec, 0521.97%3.79%
30 Sep, 0524.06%4.28%
30 Jun, 0523.71%2.73%
31 Mar, 0529.46%2.86%
31 Dec, 0432.10%5.24%
30 Sep, 0424.75%3.78%
30 Jun, 0425.59%6.17%
31 Mar, 0420.37%6.38%
31 Dec, 0317.87%3.49%
30 Sep, 0322.64%51.75%
30 Jun, 036.61%17.20%
31 Mar, 036.20%19.37%
31 Dec, 025.66%81.21%
30 Sep, 022.64%13.98%
30 Jun, 024.35%12.84%
31 Mar, 025.82%16.53%
31 Dec, 015.93%33.01%
30 Sep, 014.24%14.25%
30 Jun, 015.46%26.36%
31 Mar, 014.55%29.78%
31 Dec, 003.91%551.89%
30 Sep, 000.84%-

As of 30 Jun 24, DaVita is held by 86.47% institutional shareholders, representing a 1.11% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24238-3.64%
31 Mar, 242474.22%
31 Dec, 232372.16%
30 Sep, 2323210.48%
30 Jun, 232107.14%
31 Mar, 23196-8.84%
31 Dec, 2221529.52%
30 Sep, 22166-20.95%
30 Jun, 222104.48%
31 Mar, 22201-1.95%
31 Dec, 212057.89%
30 Sep, 21190-4.04%
30 Jun, 211988.20%
31 Mar, 21183-19.74%
31 Dec, 2022816.33%
30 Sep, 20196-19.67%
30 Jun, 2024410.41%
31 Mar, 202217.80%
31 Dec, 1920522.75%
30 Sep, 19167-6.18%
30 Jun, 19178-22.94%
31 Mar, 1923119.07%
31 Dec, 181941.04%
30 Sep, 18192-4.00%
30 Jun, 18200-3.38%
31 Mar, 18207-2.36%
31 Dec, 1721210.42%
30 Sep, 17192-16.16%
30 Jun, 17229-4.98%
31 Mar, 1724112.62%
31 Dec, 16214-15.42%
30 Sep, 162539.52%
30 Jun, 162311.32%
31 Mar, 16228-7.32%
31 Dec, 1524620.00%
30 Sep, 15205-6.82%
30 Jun, 152207.32%
31 Mar, 15205-18.65%
31 Dec, 1425231.94%
30 Sep, 14191-16.59%
30 Jun, 14229-1.72%
31 Mar, 14233-2.10%
31 Dec, 13238-38.34%
30 Sep, 1338619.50%
30 Jun, 13323199.07%
31 Mar, 13108-
31 Dec, 1210840.26%
30 Sep, 12776.94%
30 Jun, 1272-15.29%
31 Mar, 12857.59%
31 Dec, 1179-10.23%
30 Sep, 118827.54%
30 Jun, 11691.47%
31 Mar, 116821.43%
31 Dec, 10565.66%
30 Sep, 1053-13.11%
30 Jun, 10611.67%
31 Mar, 106020.00%
31 Dec, 095013.64%
30 Sep, 0944-31.25%
30 Jun, 096418.52%
31 Mar, 0954-18.18%
31 Dec, 0866-5.71%
30 Sep, 087062.79%
30 Jun, 084313.16%
31 Mar, 0838-24.00%
31 Dec, 07504.17%
30 Sep, 07482.13%
30 Jun, 074711.90%
31 Mar, 0742-19.23%
31 Dec, 065213.04%
30 Sep, 064617.95%
30 Jun, 0639-20.41%
31 Mar, 064911.36%
31 Dec, 054425.71%
30 Sep, 0535-
30 Jun, 053512.90%
31 Mar, 0531-3.13%
31 Dec, 04326.67%
30 Sep, 0430-38.78%
30 Jun, 044948.48%
31 Mar, 043313.79%
31 Dec, 032926.09%
30 Sep, 032315.00%
30 Jun, 032053.85%
31 Mar, 0313-27.78%
31 Dec, 02185.88%
30 Sep, 021730.77%
30 Jun, 0213-23.53%
31 Mar, 021713.33%
31 Dec, 011515.38%
30 Sep, 0113-35.00%
30 Jun, 0120122.22%
31 Mar, 019-52.63%
31 Dec, 0019850.00%
30 Sep, 002-

238 institutional shareholders have increased their position in DVA stock as of 30 Jun 24 compared to 247 in the previous quarter (a -3.64% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 242124.43%
31 Mar, 24203-2.40%
31 Dec, 2320815.56%
30 Sep, 231805.88%
30 Jun, 231706.25%
31 Mar, 23160-4.19%
31 Dec, 22167-17.73%
30 Sep, 2220319.41%
30 Jun, 22170-20.19%
31 Mar, 222132.40%
31 Dec, 21208-2.35%
30 Sep, 21213-3.18%
30 Jun, 21220-1.79%
31 Mar, 21224-
31 Dec, 202242.75%
30 Sep, 2021815.96%
30 Jun, 20188-4.57%
31 Mar, 201979.44%
31 Dec, 19180-0.55%
30 Sep, 1918110.37%
30 Jun, 1916417.14%
31 Mar, 19140-25.53%
31 Dec, 18188-7.84%
30 Sep, 182044.62%
30 Jun, 18195-4.88%
31 Mar, 182050.49%
31 Dec, 1720417.92%
30 Sep, 171732.37%
30 Jun, 171691.81%
31 Mar, 17166-20.95%
31 Dec, 1621035.48%
30 Sep, 16155-19.27%
30 Jun, 1619213.61%
31 Mar, 161691.81%
31 Dec, 15166-0.60%
30 Sep, 15167-11.17%
30 Jun, 15188-6.47%
31 Mar, 1520120.36%
31 Dec, 14167-17.73%
30 Sep, 1420324.54%
30 Jun, 14163-5.23%
31 Mar, 141722.99%
31 Dec, 13167518.52%
30 Sep, 1327-65.38%
30 Jun, 137830.00%
31 Mar, 1360-6.25%
31 Dec, 1264-3.03%
30 Sep, 1266-8.33%
30 Jun, 127230.91%
31 Mar, 1255-5.17%
31 Dec, 115861.11%
30 Sep, 1136-
30 Jun, 1136-2.70%
31 Mar, 1137-22.92%
31 Dec, 104817.07%
30 Sep, 104146.43%
30 Jun, 1028-28.21%
31 Mar, 103914.71%
31 Dec, 0934-5.56%
30 Sep, 09362.86%
30 Jun, 0935-5.41%
31 Mar, 09378.82%
31 Dec, 083421.43%
30 Sep, 082840.00%
30 Jun, 0820-35.48%
31 Mar, 083110.71%
31 Dec, 072855.56%
30 Sep, 0718-14.29%
30 Jun, 072110.53%
31 Mar, 0719-5.00%
31 Dec, 062017.65%
30 Sep, 0617-10.53%
30 Jun, 061946.15%
31 Mar, 0613-7.14%
31 Dec, 051416.67%
30 Sep, 0512-20.00%
30 Jun, 0515-6.25%
31 Mar, 051645.45%
31 Dec, 0411-8.33%
30 Sep, 0412100.00%
30 Jun, 046-14.29%
31 Mar, 047-30.00%
31 Dec, 031066.67%
30 Sep, 036-14.29%
30 Jun, 037-22.22%
31 Mar, 03950.00%
31 Dec, 026-
30 Sep, 026-25.00%
30 Jun, 02814.29%
31 Mar, 027133.33%
31 Dec, 013-57.14%
30 Sep, 01775.00%
30 Jun, 014-60.00%
31 Mar, 0110-
31 Dec, 00--
30 Sep, 00--

212 institutional shareholders have reduced their position in DVA stock as of 30 Jun 24 compared to 203 in the previous quarter (a 4.43% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 245710.35%75,900,377-1.99%86.47%1.11%238-3.64%2124.43%
31 Mar, 245690.89%77,437,761-1.95%88.22%1.15%2474.22%203-2.40%
31 Dec, 235647.02%78,979,6940.12%87.41%1.17%2372.16%20815.56%
30 Sep, 235278.88%78,885,0091.06%86.38%1.17%23210.48%1805.88%
30 Jun, 234848.04%78,056,3690.55%85.79%1.17%2107.14%1706.25%
31 Mar, 23448-4.07%77,628,533-0.21%85.78%1.15%196-8.84%160-4.19%
31 Dec, 22467-0.43%77,790,676-2.22%86.32%1.13%21529.52%167-17.73%
30 Sep, 22469-4.48%79,560,477-2.21%87.28%1.18%166-20.95%20319.41%
30 Jun, 22491-8.57%81,354,988-0.43%86.13%1.20%2104.48%170-20.19%
31 Mar, 225373.67%81,708,255-3.03%84.81%1.22%201-1.95%2132.40%
31 Dec, 21518-3.54%84,262,773-5.73%83.50%1.15%2057.89%208-2.35%
30 Sep, 215370.37%89,387,762-2.68%85.30%1.14%190-4.04%213-3.18%
30 Jun, 215355.31%91,846,219-3.30%86.35%1.14%1988.20%220-1.79%
31 Mar, 21508-7.47%94,978,098-3.81%87.12%1.11%183-19.74%224-
31 Dec, 205497.02%98,739,603-5.30%88.41%1.19%22816.33%2242.75%
30 Sep, 20513-3.39%104,260,313-8.04%86.23%1.00%196-19.67%21815.96%
30 Jun, 205313.91%113,372,0390.15%92.87%1.13%24410.41%188-4.57%
31 Mar, 205114.29%113,196,643-3.75%90.63%1.10%2217.80%1979.44%
31 Dec, 194906.29%117,607,579-6.88%90.85%1.29%20522.75%180-0.55%
30 Sep, 194614.54%126,294,810-16.75%83.82%1.01%167-6.18%18110.37%
30 Jun, 19441-8.51%151,705,7661.45%91.20%1.13%178-22.94%16417.14%
31 Mar, 194820.21%149,538,9331.50%89.87%1.14%23119.07%140-25.53%
31 Dec, 18481-9.42%147,330,702-0.12%88.76%1.13%1941.04%188-7.84%
30 Sep, 185313.31%147,502,863-2.21%88.45%1.14%192-4.00%2044.62%
30 Jun, 18514-2.84%150,832,941-3.56%87.89%1.15%200-3.38%195-4.88%
31 Mar, 185294.96%156,406,860-0.56%87.40%1.17%207-2.36%2050.49%
31 Dec, 175046.33%157,291,994-4.56%86.30%1.13%21210.42%20417.92%
30 Sep, 17474-7.24%164,798,7281.08%87.25%1.20%192-16.16%1732.37%
30 Jun, 17511-0.78%163,043,0910.08%85.32%1.19%229-4.98%1691.81%
31 Mar, 175150.39%162,913,683-2.28%84.68%1.24%24112.62%166-20.95%
31 Dec, 165130.79%166,722,011-2.10%82.68%1.18%214-15.42%21035.48%
30 Sep, 16509-2.30%170,290,583-2.49%83.57%1.15%2539.52%155-19.27%
30 Jun, 165214.20%174,636,596-2.70%85.40%1.11%2311.32%19213.61%
31 Mar, 16500-4.94%179,483,1972.17%87.82%1.24%228-7.32%1691.81%
31 Dec, 155267.13%175,671,079-7.77%84.15%1.05%24620.00%166-0.60%
30 Sep, 15491-5.58%190,467,5995.37%89.68%1.25%205-6.82%167-11.17%
30 Jun, 155202.56%180,765,406-1.56%84.87%1.14%2207.32%188-6.47%
31 Mar, 15507-2.12%183,626,9811.35%86.32%1.19%205-18.65%20120.36%
31 Dec, 145184.02%181,184,0222.14%85.34%1.23%25231.94%167-17.73%
30 Sep, 144981.01%177,396,1710.39%83.43%1.20%191-16.59%20324.54%
30 Jun, 14493-1.60%176,702,2660.26%83.25%1.20%229-1.72%163-5.23%
31 Mar, 145014.38%176,249,1650.44%83.38%1.20%233-2.10%1722.99%
31 Dec, 134809.34%175,483,045-4.38%83.34%1.10%238-38.34%167518.52%
30 Sep, 13439-3.73%183,522,06499.91%87.23%1.14%38619.50%27-65.38%
30 Jun, 13456130.30%91,801,057196.86%87.51%9.99%323199.07%7830.00%
31 Mar, 131982.06%30,924,167-2.19%29.60%2.73%108-60-6.25%
31 Dec, 1219418.29%31,616,196-8.84%32.93%2.47%10840.26%64-3.03%
30 Sep, 121642.50%34,683,487-84.80%36.52%0.06%776.94%66-8.33%
30 Jun, 12160-4.76%228,195,919545.71%242.32%17.06%72-15.29%7230.91%
31 Mar, 1216810.53%35,340,201-21.51%37.69%1.67%857.59%55-5.17%
31 Dec, 111526.29%45,022,96733.21%47.56%3.64%79-10.23%5861.11%
30 Sep, 1114318.18%33,799,608-5.49%36.17%2.58%8827.54%36-
30 Jun, 111210.83%35,764,1701.46%37.45%2.79%691.47%36-2.70%
31 Mar, 111201.69%35,248,56218.92%36.62%3.86%6821.43%37-22.92%
31 Dec, 1011811.32%29,640,01011.27%30.79%4.57%565.66%4817.07%
30 Sep, 101068.16%26,636,944-28.84%25.96%1.97%53-13.11%4146.43%
30 Jun, 1098-11.71%37,432,99116.46%36.34%3.76%611.67%28-28.21%
31 Mar, 1011114.43%32,141,74111.85%31.10%4.04%6020.00%3914.71%
31 Dec, 0997-2.02%28,735,947-10.22%27.74%2.94%5013.64%34-5.56%
30 Sep, 0999-10.81%32,006,363-17.19%30.74%2.21%44-31.25%362.86%
30 Jun, 091117.77%38,652,3815.28%37.27%2.98%6418.52%35-5.41%
31 Mar, 09103-6.36%36,714,200-18.57%35.34%1.88%54-18.18%378.82%
31 Dec, 081100.92%45,085,70510.41%43.40%2.85%66-5.71%3421.43%
30 Sep, 0810943.42%40,835,43633.16%39.06%4.56%7062.79%2840.00%
30 Jun, 0876-30,665,303-12.18%29.26%2.77%4313.16%20-35.48%
31 Mar, 0876-17.39%34,919,662-21.13%32.52%1.90%38-24.00%3110.71%
31 Dec, 079217.95%44,273,5378.35%41.42%2.80%504.17%2855.56%
30 Sep, 0778-2.50%40,860,3114.49%38.49%2.80%482.13%18-14.29%
30 Jun, 07805.26%39,105,12965.32%37.08%7.31%4711.90%2110.53%
31 Mar, 0776-8.43%23,654,216-31.83%22.52%2.03%42-19.23%19-5.00%
31 Dec, 068315.28%34,698,9851.08%33.30%3.04%5213.04%2017.65%
30 Sep, 06725.88%34,326,60238.52%33.07%5.77%4617.95%17-10.53%
30 Jun, 0668-12.82%24,781,411-20.82%23.95%2.57%39-20.41%1946.15%
31 Mar, 067821.88%31,295,66739.85%30.51%6.32%4911.36%13-7.14%
31 Dec, 056410.34%22,378,154-8.20%21.97%3.79%4425.71%1416.67%
30 Sep, 0558-24,377,5792.31%24.06%4.28%35-12-20.00%
30 Jun, 05589.43%23,827,352-18.63%23.71%2.73%3512.90%15-6.25%
31 Mar, 055312.77%29,283,841-7.61%29.46%2.86%31-3.13%1645.45%
31 Dec, 04472.17%31,695,13729.12%32.10%5.24%326.67%11-8.33%
30 Sep, 0446-16.36%24,546,312-3.79%24.75%3.78%30-38.78%12100.00%
30 Jun, 045517.02%25,513,79391.51%25.59%6.17%4948.48%6-14.29%
31 Mar, 044717.50%13,322,15918.55%20.37%6.38%3313.79%7-30.00%
31 Dec, 034021.21%11,237,335-23.76%17.87%3.49%2926.09%1066.67%
30 Sep, 033317.86%14,739,07321.16%22.64%51.75%2315.00%6-14.29%
30 Jun, 032812.00%12,164,5527.36%6.61%17.20%2053.85%7-22.22%
31 Mar, 0325-11,330,432-7.07%6.20%19.37%13-27.78%950.00%
31 Dec, 0225-7.41%12,192,697138.76%5.66%81.21%185.88%6-
30 Sep, 02278.00%5,106,679-53.20%2.64%13.98%1730.77%6-25.00%
30 Jun, 0225-7.41%10,911,275-25.27%4.35%12.84%13-23.53%814.29%
31 Mar, 02278.00%14,601,804-1.95%5.82%16.53%1713.33%7133.33%
31 Dec, 01254.17%14,891,55837.51%5.93%33.01%1515.38%3-57.14%
30 Sep, 0124-11.11%10,829,349-21.61%4.24%14.25%13-35.00%775.00%
30 Jun, 012742.11%13,814,27322.69%5.46%26.36%20122.22%4-60.00%
31 Mar, 0119-11,259,15317.69%4.55%29.78%9-52.63%10-
31 Dec, 0019850.00%9,566,598370.70%3.91%551.89%19850.00%--
30 Sep, 002-2,032,400-0.84%-2---

DaVita Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Waters Kathleen Alyceofficer Chief Legal & Pub. Affairs OffS-SaleSell7,857$146.21$1.15M83,011
May 14, 2024DESOER BARBARA Jdirector-S-SaleSell5,030$138.81$698.21K10,954

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Waters Kathleen Alyceofficer Chief Legal & Pub. Affairs OffS-SaleSell7,857$146.21$1.15M83,011
May 14, 2024DESOER BARBARA Jdirector-S-SaleSell5,030$138.81$698.21K10,954
Apr 16, 2024Pullin Dennis Wdirector-Sell----

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 15, 2024Waters Kathleen Alyceofficer Chief Legal & Pub. Affairs OffS-SaleSell7,857$146.21$1.15M83,011
May 17, 2024Arway Pamela Mdirector-A-AwardBuy363--24,241
May 17, 2024Schechter Adam Hdirector-A-AwardBuy363--2,988
May 17, 2024Moore Gregory J.director-A-AwardBuy363--5,109
May 17, 2024NEHRA JOHN Mdirector-A-AwardBuy363--363
May 17, 2024Hollar Jason M.director-A-AwardBuy363--3,901
May 17, 2024DESOER BARBARA Jdirector-A-AwardBuy363--363
May 17, 2024BERG CHARLESdirector-A-AwardBuy363--18,640
May 17, 2024YALE PHYLLIS Rdirector-A-AwardBuy363--15,359
May 17, 2024Schoppert Wendy Leedirector-A-AwardBuy363--1,183
May 14, 2024DESOER BARBARA Jdirector-S-SaleSell5,030$138.81$698.21K10,954
Apr 16, 2024Pullin Dennis Wdirector-Sell----
Mar 19, 2024NEHRA JOHN Mdirector-A-AwardBuy366--366
Mar 19, 2024Schoppert Wendy Leedirector-A-AwardBuy366--820
Mar 19, 2024BERG CHARLESdirector-A-AwardBuy366--18,277
Mar 19, 2024Schechter Adam Hdirector-A-AwardBuy366--2,625
Mar 19, 2024YALE PHYLLIS Rdirector-A-AwardBuy366--14,996
Mar 19, 2024Arway Pamela Mdirector-A-AwardBuy366--23,878
Mar 19, 2024Moore Gregory J.director-A-AwardBuy366--4,746
Mar 19, 2024Hollar Jason M.director-A-AwardBuy366--3,538

The last insider sell of DaVita's stock was made by Waters Kathleen Alyce on Aug 15 2024, selling 7,857 shares at $146.21 per share (valued at $1.15M).

DaVita Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 202492450.00%
Q1 2024334770.21%
Q4 2023113366.67%
Q3 202394225.00%
Q2 2023213658.33%
Q1 20232617152.94%
Q4 20221011000.00%
Q3 202281800.00%
Q2 2022202676.92%
Q1 2022185360.00%
Q4 202182400.00%
Q3 202191090.00%
Q2 2021265052.00%
Q1 20212121050.00%
Q4 2020203557.14%
Q3 20201212100.00%
Q2 2020284759.57%
Q1 2020208250.00%
Q4 201998112.50%

0 total buy trades, and 1 total sell trades (buy/sell ratio of 0.00%) were made by DaVita's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024-1-
Q2 2024-1-
Q1 2024-5-
Q4 2023---
Q3 2023-1-
Q2 2023-6-
Q1 2023-2-
Q4 20221--
Q3 2022---
Q2 202211100.00%
Q1 2022-1-
Q4 2021-1-
Q3 2021-3-
Q2 2021-8-
Q1 2021-1-
Q4 2020-6-
Q3 20203650.00%
Q2 2020-10-
Q1 2020-4-
Q4 2019---

As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of DaVita's stocks.

DaVita Peer Ownership


TickerCompany
HCAHCA Healthcare, Inc.
AMEDAmedisys, Inc.
OPCHOption Care Health, Inc.
AMNAMN Healthcare Services, Inc.
SGRYSurgery Partners, Inc.
USPHU.S. Physical Therapy, Inc.
EHCEncompass Health Corporation
UHSUniversal Health Services, Inc.
ACHCAcadia Healthcare Company, Inc.
ENSGThe Ensign Group, Inc.
THCTenet Healthcare Corporation
CYHCommunity Health Systems, Inc.

DVA Ownership FAQ


DaVita is owned by institutional shareholders (86.47%), insiders (47.30%), and public (-33.78%). The largest institutional shareholder of DaVita is BERKSHIRE HATHAWAY INC (41.12% of total shares) and the top mutual fund owner is SARATOGA ADVANTAGE TRUST (8.13% of total shares).

DaVita's major institutional shareholders are BERKSHIRE HATHAWAY INC, VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, and INVESCO LTD.. The top five shareholders own together 58.31% of the company's share outstanding.

As of Jun 2024, there are 571 institutional shareholders of DaVita.

BERKSHIRE HATHAWAY INC owns 36.1M shares of DaVita, representing 41.12% of the company's total shares outstanding, valued at $5B (as of Jun 2024).

As of Jun 2024, VANGUARD GROUP INC holds 6.17M shares of DaVita (DVA), compromising 7.03% of the company, valued at $854.7M.

BLACKROCK INC is the third largest holder of DaVita. The company owns 4.94M of the company's shares outstanding (worth $684.7M).