DaVita Ownership 2024 | Who Owns DaVita Now?
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 Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC | 41.12% | 1.79% | 36,095,570 | - | - | 5,001,763,135 | Jun 30, 2024 |
VANGUARD GROUP INC | 7.03% | 0.02% | 6,167,972 | -99,608 | -1.59% | 854,695,879 | Jun 30, 2024 |
BLACKROCK INC. | 5.63% | 0.02% | 4,941,175 | 200,705 | 4.23% | 684,698,590 | Jun 30, 2024 |
STATE STREET CORP | 2.90% | 0.02% | 2,543,131 | -38,463 | -1.49% | 352,401,663,000 | Jun 30, 2024 |
INVESCO LTD. | 1.64% | 0.04% | 1,437,119 | -77,635 | -5.13% | 199,141,579 | Jun 30, 2024 |
MORGAN STANLEY | 1.49% | 0.01% | 1,308,011 | 92,240 | 7.59% | 181,251,256 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.43% | 0.02% | 1,258,445 | -13,538 | -1.06% | 173,927,182 | Jun 30, 2024 |
8 KNOTS MANAGEMENT, LLC | 1.34% | 15.78% | 1,179,633 | - | - | 163,461,745 | Jun 30, 2024 |
LSV ASSET MANAGEMENT | 1.24% | 0.33% | 1,084,629 | -32,200 | -2.88% | 150,297,000 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.12% | 0.04% | 982,015 | -18,536 | -1.85% | 136,093,157 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.83% | 0.02% | 724,694 | -7,188 | -0.98% | 100,420,848,000 | Jun 30, 2024 |
GATES CAPITAL MANAGEMENT, INC. | 0.82% | 1.98% | 721,203 | -41,364 | -5.42% | 99,937,100 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.62% | 0.01% | 546,632 | -12,082 | -2.16% | 75,746,796 | Jun 30, 2024 |
ALLIANZ ASSET MANAGEMENT GMBH | 0.61% | 0.11% | 538,674 | -48,292 | -8.23% | 74,644,057 | Jun 30, 2024 |
DOMA PERPETUAL CAPITAL MANAGEMENT LLC | 0.57% | 32.36% | 503,628 | -1,853 | -0.37% | 69,787,732 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.54% | 0.01% | 470,062 | 102,524 | 27.89% | 65,136,491 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 0.52% | 0.01% | 452,644 | -21,239 | -4.48% | 62,722,879 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 0.51% | 0.01% | 446,506 | -2,382 | -0.53% | 61,872,354 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.49% | 0.01% | 431,993 | -23,121 | -5.08% | 59,861,270 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.48% | 0.02% | 419,528 | 118,580 | 39.40% | 58,133,995 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
DOMA PERPETUAL CAPITAL MANAGEMENT LLC | 0.57% | 32.36% | 503,628 | -1,853 | -0.37% | 69,787,732 | Jun 30, 2024 |
8 KNOTS MANAGEMENT, LLC | 1.34% | 15.78% | 1,179,633 | - | - | 163,461,745 | Jun 30, 2024 |
HARVARD MANAGEMENT CO INC | 0.45% | 3.32% | 397,744 | 397,744 | 100.00% | 55,115,386 | Jun 30, 2024 |
SPEECE THORSON CAPITAL GROUP INC | 0.12% | 3.01% | 106,380 | -2,140 | -1.97% | 14,741,000 | Jun 30, 2024 |
STOLPER CO | 0.05% | 2.10% | 43,012 | 550 | 1.30% | 5,960,000 | Jun 30, 2024 |
GATES CAPITAL MANAGEMENT, INC. | 0.82% | 1.98% | 721,203 | -41,364 | -5.42% | 99,937,100 | Jun 30, 2024 |
BERKSHIRE HATHAWAY INC | 41.12% | 1.79% | 36,095,570 | - | - | 5,001,763,135 | Jun 30, 2024 |
INLET PRIVATE WEALTH, LLC | 0.05% | 1.63% | 42,940 | -300 | -0.69% | 5,950,196 | Jun 30, 2024 |
PROMETHOS CAPITAL, LLC | 0.03% | 1.49% | 28,396 | 15,490 | 120.02% | 3,934,834 | Jun 30, 2024 |
MOUNT LUCAS MANAGEMENT LP | 0.04% | 1.35% | 34,133 | 15,104 | 79.37% | 4,729,810 | Jun 30, 2024 |
WAKEFIELD ASSET MANAGEMENT LLLP | 0.03% | 1.34% | 27,594 | -727 | -2.57% | 3,823,701 | Jun 30, 2024 |
FOX HILL WEALTH MANAGEMENT | 0.02% | 1.33% | 15,734 | - | - | 2,180,260 | Jun 30, 2024 |
EPACRIA CAPITAL PARTNERS, LLC | 0.01% | 1.33% | 13,091 | - | - | 1,814,020 | Jun 30, 2024 |
TOBAM | 0.07% | 1.30% | 59,836 | -56,899 | -48.74% | 8,291,000 | Jun 30, 2024 |
TE AHUMAIRANGI INVESTMENT MANAGEMENT LTD | 0.05% | 1.27% | 47,637 | -9,801 | -17.06% | 6,601,000 | Jun 30, 2024 |
SIPPICAN CAPITAL ADVISORS | 0.01% | 1.21% | 10,994 | -131 | -1.18% | 1,523,439 | Jun 30, 2024 |
L2 ASSET MANAGEMENT, LLC | 0.03% | 1.05% | 25,051 | -3,302 | -11.65% | 3,471,300 | Jun 30, 2024 |
CHASE INVESTMENT COUNSEL CORP | 0.02% | 1.03% | 21,712 | 21,712 | 100.00% | 2,966,000 | Jun 30, 2024 |
PATTON FUND MANAGEMENT, INC. | 0.04% | 0.98% | 33,567 | 33,567 | 100.00% | 4,651,379 | Jun 30, 2024 |
MARTIN CAPITAL ADVISORS, LLP | 0.01% | 0.90% | 8,628 | - | - | 1,195,582 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HARVARD MANAGEMENT CO INC | 0.45% | 3.32% | 397,744 | 397,744 | 100.00% | 55,115,386 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.44% | 0.30% | 383,837 | 383,837 | 100.00% | 53,188,000 | Jun 30, 2024 |
NORGES BANK | 0.34% | 0.01% | 294,528 | 294,528 | 100.00% | 40,812,745 | Jun 30, 2024 |
WOODLINE PARTNERS LP | 0.24% | 0.28% | 214,811 | 214,811 | 100.00% | 29,766,360 | Jun 30, 2024 |
BLACKROCK INC. | 5.63% | 0.02% | 4,941,175 | 200,705 | 4.23% | 684,698,590 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.48% | 0.02% | 419,528 | 118,580 | 39.40% | 58,133,995 | Jun 30, 2024 |
KBC GROUP NV | 0.28% | 0.10% | 246,269 | 104,253 | 73.41% | 34,125,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 0.54% | 0.01% | 470,062 | 102,524 | 27.89% | 65,136,491 | Jun 30, 2024 |
MORGAN STANLEY | 1.49% | 0.01% | 1,308,011 | 92,240 | 7.59% | 181,251,256 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.10% | 0.01% | 91,896 | 91,896 | 100.00% | 12,734,028 | Jun 30, 2024 |
JEFFERIES FINANCIAL GROUP INC. | 0.10% | 0.13% | 88,187 | 88,187 | 100.00% | 12,220,073 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.08% | 0.03% | 69,388 | 69,388 | 100.00% | 9,615,079 | Jun 30, 2024 |
HENNESSY ADVISORS INC | 0.07% | 0.32% | 60,900 | 60,900 | 100.00% | 8,438,913 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.07% | 0.00% | 57,181 | 57,181 | 100.00% | 419,000 | Jun 30, 2024 |
BARCLAYS PLC | 0.06% | 0.00% | 50,000 | 50,000 | 100.00% | 6,929,000 | Jun 30, 2024 |
FIRST TRUST ADVISORS LP | 0.29% | 0.04% | 253,449 | 49,086 | 24.02% | 35,120,450 | Jun 30, 2024 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.12% | 0.03% | 107,193 | 44,127 | 69.97% | 14,861,000 | Jun 30, 2024 |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 0.06% | 0.11% | 49,279 | 39,660 | 412.31% | 6,829,000 | Jun 30, 2024 |
WELLS FARGO & COMPANY/MN | 0.06% | 0.00% | 55,513 | 37,442 | 207.19% | 7,692,404 | Jun 30, 2024 |
PEAK6 INVESTMENTS LLC | 0.06% | 0.02% | 54,600 | 35,300 | 182.90% | 7,565,922 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PACER ADVISORS, INC. | 0.01% | 0.00% | 5,921 | -1,677,525 | -99.65% | 820,473 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.17% | 0.02% | 147,043 | -295,297 | -66.76% | 20,375,749 | Jun 30, 2024 |
ARIEL INVESTMENTS, LLC | 0.41% | 0.54% | 359,604 | -256,666 | -41.65% | 49,830,326 | Jun 30, 2024 |
AMUNDI | 0.32% | 0.01% | 282,636 | -245,712 | -46.51% | 38,989,636 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.27% | 0.03% | 235,650 | -169,545 | -41.84% | 32,654,020 | Jun 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% | 17,332,000 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.14% | 0.03% | 119,200 | -134,700 | -53.05% | 16,517,544 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.04% | 0.01% | 36,200 | -134,700 | -78.82% | 5,016,234 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.12% | 0.03% | 109,400 | -123,800 | -53.09% | 15,159,559 | Jun 30, 2024 |
MAN GROUP PLC | 0.02% | 0.01% | 14,525 | -117,334 | -88.98% | 2,012,729 | Jun 30, 2024 |
JUPITER ASSET MANAGEMENT LTD | 0.08% | 0.09% | 71,168 | -116,009 | -61.98% | 9,861,750 | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -109,034 | -100.00% | - | Jun 30, 2024 |
VANGUARD GROUP INC | 7.03% | 0.02% | 6,167,972 | -99,608 | -1.59% | 854,695,879 | Jun 30, 2024 |
AQR CAPITAL MANAGEMENT LLC | 0.08% | 0.01% | 68,523 | -89,208 | -56.56% | 9,495,232 | Jun 30, 2024 |
PINEBRIDGE INVESTMENTS, L.P. | 0.12% | 0.12% | 109,471 | -79,264 | -42.00% | 15,169,396 | Jun 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% | 199,141,579 | 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 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HARVARD MANAGEMENT CO INC | 0.45% | 3.32% | 397,744 | 397,744 | 100.00% | 55,115,386 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.44% | 0.30% | 383,837 | 383,837 | 100.00% | 53,188,000 | Jun 30, 2024 |
NORGES BANK | 0.34% | 0.01% | 294,528 | 294,528 | 100.00% | 40,812,745 | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 0.10% | 0.01% | 91,896 | 91,896 | 100.00% | 12,734,028 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.08% | 0.03% | 69,388 | 69,388 | 100.00% | 9,615,079 | Jun 30, 2024 |
HENNESSY ADVISORS INC | 0.07% | 0.32% | 60,900 | 60,900 | 100.00% | 8,438,913 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.07% | 0.00% | 57,181 | 57,181 | 100.00% | 419,000 | Jun 30, 2024 |
PATTON FUND MANAGEMENT, INC. | 0.04% | 0.98% | 33,567 | 33,567 | 100.00% | 4,651,379 | Jun 30, 2024 |
BANK OF MONTREAL /CAN/ | 0.04% | 0.00% | 31,700 | 31,700 | 100.00% | 4,532,783 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.03% | 0.07% | 29,221 | 29,221 | 100.00% | 4,049,154 | Jun 30, 2024 |
CHASE INVESTMENT COUNSEL CORP | 0.02% | 1.03% | 21,712 | 21,712 | 100.00% | 2,966,000 | Jun 30, 2024 |
SEVEN EIGHT CAPITAL, LP | 0.02% | 0.29% | 20,146 | 20,146 | 100.00% | 2,791,631 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.02% | 0.03% | 19,514 | 19,514 | 100.00% | 2,704,055 | Jun 30, 2024 |
NOMURA HOLDINGS INC | 0.02% | 0.00% | 17,400 | 17,400 | 100.00% | 2,411,118 | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.02% | 0.01% | 16,700 | 16,700 | 100.00% | 2,314,119 | Jun 30, 2024 |
CHAPIN DAVIS, INC. | 0.02% | 0.76% | 16,075 | 16,075 | 100.00% | 2,227,515 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.02% | 0.01% | 14,065 | 14,065 | 100.00% | 1,948,987 | Jun 30, 2024 |
BREVAN HOWARD CAPITAL MANAGEMENT LP | 0.01% | 0.02% | 13,070 | 13,070 | 100.00% | 1,811,110 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.01% | 0.00% | 11,994 | 11,994 | 100.00% | 1,662,008 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.01% | 0.02% | 11,539 | 11,539 | 100.00% | 1,599,000 | Jun 30, 2024 |
NOMURA HOLDINGS INC | 0.01% | 0.00% | 11,385 | 11,385 | 100.00% | 1,577,619 | Jun 30, 2024 |
MISSION WEALTH MANAGEMENT, LP | 0.01% | 0.04% | 11,230 | 11,230 | 100.00% | 1,556,142 | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | 0.01% | 0.01% | 11,155 | 11,155 | 100.00% | 1,545,747 | Jun 30, 2024 |
QUADRATURE CAPITAL LTD | 0.01% | 0.02% | 8,814 | 8,814 | 100.00% | 1,220,915 | Jun 30, 2024 |
CREEKMUR ASSET MANAGEMENT LLC | 0.01% | 0.31% | 8,689 | 8,689 | 100.00% | 1,204,035 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.01% | 0.01% | 7,100 | 7,100 | 100.00% | 983,847 | Jun 30, 2024 |
LA BANQUE POSTALE ASSET MANAGEMENT SA | 0.01% | 0.04% | 6,623 | 6,623 | 100.00% | 917,749 | Jun 30, 2024 |
INCEPTIONR LLC | 0.01% | 0.26% | 6,523 | 6,523 | 100.00% | 903,892 | Jun 30, 2024 |
PRIVATE ADVISORY GROUP LLC | 0.01% | 0.11% | 5,942 | 5,942 | 100.00% | 823,358 | Jun 30, 2024 |
FIL LTD | 0.01% | 0.00% | 5,861 | 5,861 | 100.00% | 812,159 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.01% | 0.00% | 5,100 | 5,100 | 100.00% | 706,707 | Jun 30, 2024 |
MBB PUBLIC MARKETS I LLC | 0.00% | 0.01% | 4,200 | 4,200 | 100.00% | 581,994 | Jun 30, 2024 |
PERKINS COIE TRUST CO | 0.00% | 0.13% | 4,145 | 4,145 | 100.00% | 574,372 | Jun 30, 2024 |
TUDOR INVESTMENT CORP ET AL | 0.00% | 0.00% | 4,000 | 4,000 | 100.00% | 554,280 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.00% | 0.01% | 3,993 | 3,993 | 100.00% | 553,310 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.07% | 3,013 | 3,013 | 100.00% | 417,511 | Jun 30, 2024 |
PRECISION WEALTH STRATEGIES, LLC | 0.00% | 0.42% | 2,931 | 2,931 | 100.00% | 406,149 | Jun 30, 2024 |
APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.02% | 2,768 | 2,768 | 100.00% | 383,562 | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | 0.00% | 0.29% | 2,768 | 2,768 | 100.00% | 383,562 | Jun 30, 2024 |
FINANCIAL STRATEGIES GROUP, INC. | 0.00% | 0.09% | 2,631 | 2,631 | 100.00% | 362,924 | Jun 30, 2024 |
COLONY GROUP, LLC | 0.00% | 0.00% | 2,586 | 2,586 | 100.00% | 358,000 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.00% | 0.00% | 2,580 | 2,580 | 100.00% | 357,511 | Jun 30, 2024 |
TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 2,282 | 2,282 | 100.00% | 316,217 | Jun 30, 2024 |
PRIVATE ADVISOR GROUP, LLC | 0.00% | 0.00% | 2,276 | 2,276 | 100.00% | 315,387 | Jun 30, 2024 |
M HOLDINGS SECURITIES, INC. | 0.00% | 0.04% | 2,166 | 2,166 | 100.00% | 300,000 | Jun 30, 2024 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 0.00% | 0.02% | 2,013 | 2,013 | 100.00% | 278,941 | Jun 30, 2024 |
CAPROCK GROUP, LLC | 0.00% | 0.01% | 1,980 | 1,980 | 100.00% | 276,385 | Jun 30, 2024 |
LIDO ADVISORS, LLC | 0.00% | 0.00% | 1,794 | 1,794 | 100.00% | 248,594 | Jun 30, 2024 |
AXQ CAPITAL, LP | 0.00% | 0.05% | 1,607 | 1,607 | 100.00% | 222,682 | Jun 30, 2024 |
MORAN WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 1,521 | 1,521 | 100.00% | 210,765 | Jun 30, 2024 |
CX INSTITUTIONAL | 0.00% | 0.01% | 1,480 | 1,480 | 100.00% | 205,084 | Jun 30, 2024 |
CAMELOT PORTFOLIOS, LLC | 0.00% | 0.10% | 1,300 | 1,300 | 100.00% | 180,141 | Jun 30, 2024 |
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.06% | 1,280 | 1,280 | 100.00% | 177,368 | Jun 30, 2024 |
ORG PARTNERS LLC | 0.00% | 0.01% | 592 | 592 | 100.00% | 82,055,000 | Jun 30, 2024 |
FAMILY FIRM, INC. | 0.00% | 0.01% | 313 | 313 | 100.00% | 43,372 | Jun 30, 2024 |
0.00% | 0.03% | 302 | 302 | 100.00% | 41,848 | Jun 30, 2024 | |
IBEX WEALTH ADVISORS | 0.00% | 0.01% | 300 | 300 | 100.00% | 41,571 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 27,714 | Jun 30, 2024 |
TUCKER ASSET MANAGEMENT LLC | 0.00% | 0.01% | 177 | 177 | 100.00% | 24,527 | Jun 30, 2024 |
CORECAP ADVISORS, LLC | 0.00% | 0.00% | 150 | 150 | 100.00% | 20,786 | Jun 30, 2024 |
INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 142 | 142 | 100.00% | 19,677 | Jun 30, 2024 |
CVA FAMILY OFFICE, LLC | 0.00% | 0.00% | 98 | 98 | 100.00% | 13,580 | Jun 30, 2024 |
ALASKA PERMANENT FUND CORP | 0.00% | 0.00% | 74 | 74 | 100.00% | 10,110 | Jun 30, 2024 |
ANFIELD CAPITAL MANAGEMENT, LLC | 0.00% | 0.00% | 54 | 54 | 100.00% | 7,483 | Jun 30, 2024 |
DT INVESTMENT PARTNERS, LLC | - | 0.00% | 24 | 24 | 100.00% | 3,326 | Jun 30, 2024 |
FAIRWAY WEALTH LLC | - | 0.00% | 13 | 13 | 100.00% | 1,801 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | - | 0.00% | 8 | 8 | 100.00% | 1,109 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | - | 0.00% | 8 | 8 | 100.00% | 1,109 | Jun 30, 2024 |
RUEDI WEALTH MANAGEMENT, INC. | - | 0.00% | 6 | 6 | 100.00% | 831 | Jun 30, 2024 |
GREAT LAKES RETIREMENT, INC. | - | 0.00% | 4 | 4 | 100.00% | 554 | Jun 30, 2024 |
OPAL WEALTH ADVISORS, LLC | - | 0.00% | 4 | 4 | 100.00% | 555 | Jun 30, 2024 |
IRON HORSE WEALTH MANAGEMENT, LLC | - | 0.00% | 3 | 3 | 100.00% | 416 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
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 Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
SARATOGA ADVANTAGE TRUST | 8.13% | 500,000 | - | - | Feb 29, 2024 |
HSBC FUNDS | 6.35% | 205,000 | - | - | Jan 31, 2024 |
Manager Directed Portfolios | 3.40% | 557,000 | - | - | Jan 31, 2024 |
Transparent Value Trust | 2.13% | 34,206 | - | - | Dec 31, 2023 |
Manager Directed Portfolios | 1.54% | 252,000 | - | - | Jan 31, 2024 |
NICHOLAS HIGH INCOME FUND, INC. | 1.10% | 1,000,000 | - | - | Jun 30, 2020 |
ASYMmetric ETFs Trust | 0.96% | 3,213 | -1,432 | -30.83% | Sep 30, 2023 |
ADVENT CONVERTIBLE & INCOME FUND | 0.84% | 2,869,000 | - | - | Jan 31, 2024 |
ALLSPRING INCOME OPPORTUNITIES FUND | 0.78% | 5,140,000 | - | - | Jan 31, 2024 |
BlackRock Multi-Sector Opportunities Trust | 0.74% | 1,266,000 | - | - | Dec 31, 2023 |
ALLSPRING UTILITIES & HIGH INCOME FUND | 0.72% | 370,000 | - | - | Feb 29, 2024 |
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND | 0.60% | 405,000 | - | - | Jan 31, 2024 |
Apollo Tactical Income Fund Inc. | 0.59% | 2,000,000 | - | - | Dec 31, 2023 |
DELAWARE GROUP EQUITY FUNDS IV | 0.56% | 656,355 | - | - | Mar 28, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.53% | 6,675,000 | - | - | Mar 31, 2024 |
Invesco High Income Trust II | 0.49% | 555,000 | - | - | Feb 29, 2024 |
BlackRock Multi-Sector Opportunities Trust II | 0.48% | 576,000 | - | - | Sep 30, 2023 |
DELAWARE VIP TRUST | 0.45% | 1,636,897 | - | - | Mar 28, 2024 |
BNY MELLON HIGH YIELD STRATEGIES FUND | 0.44% | 1,180,000 | - | - | Mar 31, 2024 |
PIMCO Income Opportunity Fund | 0.42% | 4,100,000 | - | - | Sep 30, 2021 |
DEUTSCHE DWS VARIABLE SERIES I | 0.42% | 150,000 | - | - | Mar 31, 2024 |
DIAMOND HILL FUNDS | 0.39% | 18,129,000 | - | - | Dec 31, 2023 |
JOHN HANCOCK INVESTORS TRUST | 0.39% | 1,145,000 | - | - | Jan 31, 2024 |
BlackRock 2022 Global Income Opportunity Trust | 0.37% | 637,000 | - | - | Sep 30, 2021 |
TAX-MANAGED GROWTH PORTFOLIO | 0.36% | 135,077 | - | - | Mar 31, 2024 |
PIMCO Dynamic Income Opportunities Fund | 0.35% | 18,800,000 | - | - | Sep 30, 2022 |
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC | 0.34% | 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 Fund | 0.34% | 800,000 | - | - | Apr 30, 2023 |
SUNAMERICA INCOME FUNDS | 0.34% | 2,100,000 | 495,000 | 30.84% | Jun 30, 2021 |
JOHN HANCOCK INVESTORS TRUST | 0.33% | 975,000 | - | - | Jan 31, 2024 |
BNY Mellon Absolute Insight Funds, Inc. | 0.33% | 5,021,000 | - | - | Apr 30, 2022 |
FIRST INVESTORS LIFE SERIES FUNDS | 0.31% | 925,000 | 925,000 | - | Sep 30, 2019 |
MFS SPECIAL VALUE TRUST | 0.30% | 60,000 | - | - | Jan 31, 2024 |
BNY Mellon Investment Funds VII, Inc. | 0.30% | 345,000 | - | - | Apr 30, 2022 |
DEUTSCHE DWS PORTFOLIO TRUST | 0.28% | 1,305,000 | - | - | Jan 31, 2024 |
CREDIT SUISSE OPPORTUNITY FUNDS | 0.27% | 12,219,375 | - | - | Jan 31, 2024 |
PCM FUND, INC. | 0.26% | 900,000 | - | - | Sep 30, 2022 |
ADVISORS SERIES TRUST | 0.24% | 11,604,000 | - | - | Jan 31, 2024 |
DELAWARE POOLED TRUST | 0.24% | 255,000 | - | - | Jan 31, 2024 |
Delaware Enhanced Global Dividend & Income Fund | 0.23% | 85,000 | -160,000 | -65.31% | Feb 28, 2023 |
NUVEEN SENIOR INCOME FUND | 0.22% | 800,000 | - | - | Apr 30, 2023 |
RBB Fund Trust | 0.20% | 200,000 | - | - | Feb 29, 2024 |
GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.19% | 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 Fund | 0.18% | 1,200,000 | - | - | Apr 30, 2023 |
Virtus Global Multi-Sector Income Fund | 0.18% | 280,000 | - | - | Feb 29, 2024 |
Federated Hermes High Yield Trust | 0.17% | 875,000 | - | - | Feb 29, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.17% | 195,000 | - | - | Mar 28, 2024 |
Federated Hermes High Income Bond Fund, Inc. | 0.16% | 750,000 | - | - | Mar 31, 2024 |
JANUS ASPEN SERIES | 0.16% | 6,903,000 | - | - | Dec 31, 2023 |
PAX WORLD FUNDS SERIES TRUST I | 0.16% | 3,100,000 | - | - | Mar 31, 2024 |
NUVEEN INVESTMENT TRUST III | 0.15% | 3,241,875 | - | - | Feb 29, 2024 |
JOHN HANCOCK INVESTORS TRUST | 0.15% | 440,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.13% | 438,000 | - | - | Jan 31, 2024 |
JANUS ASPEN SERIES | 0.13% | 5,666,000 | - | - | Dec 31, 2023 |
Gabelli Healthcare & WellnessRx Trust | 0.13% | 15,000 | -10,000 | -40.00% | Dec 29, 2023 |
DELAWARE POOLED TRUST | 0.12% | 124,687 | - | - | Jan 31, 2024 |
JOHN HANCOCK BOND TRUST | 0.11% | 7,575,000 | - | - | Feb 29, 2024 |
MANNING & NAPIER FUND, INC. | 0.11% | 4,850,000 | - | - | Jan 31, 2024 |
MFS SPECIAL VALUE TRUST | 0.10% | 20,947 | - | - | Jan 31, 2024 |
MFS SERIES TRUST III | 0.10% | 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 Fund | 0.10% | 11,550 | - | - | Mar 31, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.10% | 29,189,000 | - | - | Feb 29, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.10% | 28,508,000 | 3,204,000 | 12.66% | Feb 29, 2024 |
IndexIQ ETF Trust | 0.10% | 221,000 | - | - | Jan 31, 2024 |
NUVEEN INVESTMENT TRUST | 0.09% | 53,200 | - | - | Mar 31, 2024 |
MFS SERIES TRUST VIII | 0.09% | 4,100,000 | - | - | Jan 31, 2024 |
JOHN HANCOCK INCOME SECURITIES TRUST | 0.09% | 285,000 | - | - | Jan 31, 2024 |
INTEGRITY FUNDS | 0.08% | 211,000 | - | - | Jan 31, 2024 |
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.08% | 1,150,000 | - | - | Jan 31, 2024 |
DEUTSCHE DWS INVESTMENT TRUST | 0.08% | 248,267 | - | - | Jan 31, 2024 |
Natixis Funds Trust I | 0.08% | 12,561,000 | - | - | Mar 31, 2024 |
JOHN HANCOCK BOND TRUST | 0.08% | 5,390,000 | -375,000 | -6.50% | Feb 29, 2024 |
NUVEEN FLOATING RATE INCOME FUND | 0.08% | 1,600,000 | - | - | Jan 31, 2024 |
VALIC Co II | 0.08% | 2,660,000 | 2,660,000 | - | Feb 28, 2021 |
NORTHERN FUNDS | 0.08% | 11,173,000 | -335,000 | -2.91% | Mar 28, 2024 |
Nuveen Core Equity Alpha Fund | 0.08% | 5,455 | - | - | Mar 31, 2024 |
VIRTUS VARIABLE INSURANCE TRUST | 0.08% | 120,000 | - | - | Mar 28, 2024 |
HIGH INCOME OPPORTUNITIES PORTFOLIO | 0.07% | 970,000 | - | - | Jan 31, 2024 |
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. | 0.07% | 25,098 | - | - | Mar 31, 2024 |
AlphaMark Investment Trust | 0.07% | 1,637 | - | - | May 31, 2023 |
SARATOGA ADVANTAGE TRUST | 0.07% | 4,200 | -110 | -2.55% | Feb 29, 2024 |
MFS SERIES TRUST IX | 0.07% | 15,220,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.07% | 34,893 | - | - | Mar 31, 2024 |
SCHRODER GLOBAL SERIES TRUST | 0.07% | 134 | -2,642 | -95.17% | Jan 31, 2021 |
JOHN HANCOCK BOND TRUST | 0.06% | 4,345,000 | 700,000 | 19.20% | Feb 29, 2024 |
PRUDENTIAL SECTOR FUNDS, INC. | 0.06% | 131,548 | - | - | Feb 29, 2024 |
Humankind Benefit Corp | 0.06% | 1,367 | 70 | 5.40% | Dec 31, 2023 |
TOUCHSTONE VARIABLE SERIES TRUST | 0.06% | 50,000 | - | - | Mar 31, 2024 |
DELAWARE GROUP ADVISER FUNDS | 0.06% | 2,424,922 | - | - | Jan 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 | 0.06% | 1,525,000 | - | - | Feb 29, 2024 |
DEUTSCHE DWS VARIABLE SERIES II | 0.06% | 140,000 | - | - | Mar 31, 2024 |
JOHN HANCOCK SOVEREIGN BOND FUND | 0.06% | 16,489,000 | 1,001,000 | 6.46% | Feb 29, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.05% | 680,000 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.05% | 202,491 | -16,743 | -7.64% | Jan 31, 2024 |
Federated Hermes Institutional Trust | 0.05% | 5,225,000 | - | - | Jan 31, 2024 |
BlackRock Series Fund II, Inc. | 0.05% | 11,000 | - | - | Mar 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 0.05% | 60,000 | - | - | Mar 28, 2024 |
DaVita Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 571 | 0.35% |
31 Mar, 24 | 569 | 0.89% |
31 Dec, 23 | 564 | 7.02% |
30 Sep, 23 | 527 | 8.88% |
30 Jun, 23 | 484 | 8.04% |
31 Mar, 23 | 448 | -4.07% |
31 Dec, 22 | 467 | -0.43% |
30 Sep, 22 | 469 | -4.48% |
30 Jun, 22 | 491 | -8.57% |
31 Mar, 22 | 537 | 3.67% |
31 Dec, 21 | 518 | -3.54% |
30 Sep, 21 | 537 | 0.37% |
30 Jun, 21 | 535 | 5.31% |
31 Mar, 21 | 508 | -7.47% |
31 Dec, 20 | 549 | 7.02% |
30 Sep, 20 | 513 | -3.39% |
30 Jun, 20 | 531 | 3.91% |
31 Mar, 20 | 511 | 4.29% |
31 Dec, 19 | 490 | 6.29% |
30 Sep, 19 | 461 | 4.54% |
30 Jun, 19 | 441 | -8.51% |
31 Mar, 19 | 482 | 0.21% |
31 Dec, 18 | 481 | -9.42% |
30 Sep, 18 | 531 | 3.31% |
30 Jun, 18 | 514 | -2.84% |
31 Mar, 18 | 529 | 4.96% |
31 Dec, 17 | 504 | 6.33% |
30 Sep, 17 | 474 | -7.24% |
30 Jun, 17 | 511 | -0.78% |
31 Mar, 17 | 515 | 0.39% |
31 Dec, 16 | 513 | 0.79% |
30 Sep, 16 | 509 | -2.30% |
30 Jun, 16 | 521 | 4.20% |
31 Mar, 16 | 500 | -4.94% |
31 Dec, 15 | 526 | 7.13% |
30 Sep, 15 | 491 | -5.58% |
30 Jun, 15 | 520 | 2.56% |
31 Mar, 15 | 507 | -2.12% |
31 Dec, 14 | 518 | 4.02% |
30 Sep, 14 | 498 | 1.01% |
30 Jun, 14 | 493 | -1.60% |
31 Mar, 14 | 501 | 4.38% |
31 Dec, 13 | 480 | 9.34% |
30 Sep, 13 | 439 | -3.73% |
30 Jun, 13 | 456 | 130.30% |
31 Mar, 13 | 198 | 2.06% |
31 Dec, 12 | 194 | 18.29% |
30 Sep, 12 | 164 | 2.50% |
30 Jun, 12 | 160 | -4.76% |
31 Mar, 12 | 168 | 10.53% |
31 Dec, 11 | 152 | 6.29% |
30 Sep, 11 | 143 | 18.18% |
30 Jun, 11 | 121 | 0.83% |
31 Mar, 11 | 120 | 1.69% |
31 Dec, 10 | 118 | 11.32% |
30 Sep, 10 | 106 | 8.16% |
30 Jun, 10 | 98 | -11.71% |
31 Mar, 10 | 111 | 14.43% |
31 Dec, 09 | 97 | -2.02% |
30 Sep, 09 | 99 | -10.81% |
30 Jun, 09 | 111 | 7.77% |
31 Mar, 09 | 103 | -6.36% |
31 Dec, 08 | 110 | 0.92% |
30 Sep, 08 | 109 | 43.42% |
30 Jun, 08 | 76 | - |
31 Mar, 08 | 76 | -17.39% |
31 Dec, 07 | 92 | 17.95% |
30 Sep, 07 | 78 | -2.50% |
30 Jun, 07 | 80 | 5.26% |
31 Mar, 07 | 76 | -8.43% |
31 Dec, 06 | 83 | 15.28% |
30 Sep, 06 | 72 | 5.88% |
30 Jun, 06 | 68 | -12.82% |
31 Mar, 06 | 78 | 21.88% |
31 Dec, 05 | 64 | 10.34% |
30 Sep, 05 | 58 | - |
30 Jun, 05 | 58 | 9.43% |
31 Mar, 05 | 53 | 12.77% |
31 Dec, 04 | 47 | 2.17% |
30 Sep, 04 | 46 | -16.36% |
30 Jun, 04 | 55 | 17.02% |
31 Mar, 04 | 47 | 17.50% |
31 Dec, 03 | 40 | 21.21% |
30 Sep, 03 | 33 | 17.86% |
30 Jun, 03 | 28 | 12.00% |
31 Mar, 03 | 25 | - |
31 Dec, 02 | 25 | -7.41% |
30 Sep, 02 | 27 | 8.00% |
30 Jun, 02 | 25 | -7.41% |
31 Mar, 02 | 27 | 8.00% |
31 Dec, 01 | 25 | 4.17% |
30 Sep, 01 | 24 | -11.11% |
30 Jun, 01 | 27 | 42.11% |
31 Mar, 01 | 19 | - |
31 Dec, 00 | 19 | 850.00% |
30 Sep, 00 | 2 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 75,900,377 | -1.99% |
31 Mar, 24 | 77,437,761 | -1.95% |
31 Dec, 23 | 78,979,694 | 0.12% |
30 Sep, 23 | 78,885,009 | 1.06% |
30 Jun, 23 | 78,056,369 | 0.55% |
31 Mar, 23 | 77,628,533 | -0.21% |
31 Dec, 22 | 77,790,676 | -2.22% |
30 Sep, 22 | 79,560,477 | -2.21% |
30 Jun, 22 | 81,354,988 | -0.43% |
31 Mar, 22 | 81,708,255 | -3.03% |
31 Dec, 21 | 84,262,773 | -5.73% |
30 Sep, 21 | 89,387,762 | -2.68% |
30 Jun, 21 | 91,846,219 | -3.30% |
31 Mar, 21 | 94,978,098 | -3.81% |
31 Dec, 20 | 98,739,603 | -5.30% |
30 Sep, 20 | 104,260,313 | -8.04% |
30 Jun, 20 | 113,372,039 | 0.15% |
31 Mar, 20 | 113,196,643 | -3.75% |
31 Dec, 19 | 117,607,579 | -6.88% |
30 Sep, 19 | 126,294,810 | -16.75% |
30 Jun, 19 | 151,705,766 | 1.45% |
31 Mar, 19 | 149,538,933 | 1.50% |
31 Dec, 18 | 147,330,702 | -0.12% |
30 Sep, 18 | 147,502,863 | -2.21% |
30 Jun, 18 | 150,832,941 | -3.56% |
31 Mar, 18 | 156,406,860 | -0.56% |
31 Dec, 17 | 157,291,994 | -4.56% |
30 Sep, 17 | 164,798,728 | 1.08% |
30 Jun, 17 | 163,043,091 | 0.08% |
31 Mar, 17 | 162,913,683 | -2.28% |
31 Dec, 16 | 166,722,011 | -2.10% |
30 Sep, 16 | 170,290,583 | -2.49% |
30 Jun, 16 | 174,636,596 | -2.70% |
31 Mar, 16 | 179,483,197 | 2.17% |
31 Dec, 15 | 175,671,079 | -7.77% |
30 Sep, 15 | 190,467,599 | 5.37% |
30 Jun, 15 | 180,765,406 | -1.56% |
31 Mar, 15 | 183,626,981 | 1.35% |
31 Dec, 14 | 181,184,022 | 2.14% |
30 Sep, 14 | 177,396,171 | 0.39% |
30 Jun, 14 | 176,702,266 | 0.26% |
31 Mar, 14 | 176,249,165 | 0.44% |
31 Dec, 13 | 175,483,045 | -4.38% |
30 Sep, 13 | 183,522,064 | 99.91% |
30 Jun, 13 | 91,801,057 | 196.86% |
31 Mar, 13 | 30,924,167 | -2.19% |
31 Dec, 12 | 31,616,196 | -8.84% |
30 Sep, 12 | 34,683,487 | -84.80% |
30 Jun, 12 | 228,195,919 | 545.71% |
31 Mar, 12 | 35,340,201 | -21.51% |
31 Dec, 11 | 45,022,967 | 33.21% |
30 Sep, 11 | 33,799,608 | -5.49% |
30 Jun, 11 | 35,764,170 | 1.46% |
31 Mar, 11 | 35,248,562 | 18.92% |
31 Dec, 10 | 29,640,010 | 11.27% |
30 Sep, 10 | 26,636,944 | -28.84% |
30 Jun, 10 | 37,432,991 | 16.46% |
31 Mar, 10 | 32,141,741 | 11.85% |
31 Dec, 09 | 28,735,947 | -10.22% |
30 Sep, 09 | 32,006,363 | -17.19% |
30 Jun, 09 | 38,652,381 | 5.28% |
31 Mar, 09 | 36,714,200 | -18.57% |
31 Dec, 08 | 45,085,705 | 10.41% |
30 Sep, 08 | 40,835,436 | 33.16% |
30 Jun, 08 | 30,665,303 | -12.18% |
31 Mar, 08 | 34,919,662 | -21.13% |
31 Dec, 07 | 44,273,537 | 8.35% |
30 Sep, 07 | 40,860,311 | 4.49% |
30 Jun, 07 | 39,105,129 | 65.32% |
31 Mar, 07 | 23,654,216 | -31.83% |
31 Dec, 06 | 34,698,985 | 1.08% |
30 Sep, 06 | 34,326,602 | 38.52% |
30 Jun, 06 | 24,781,411 | -20.82% |
31 Mar, 06 | 31,295,667 | 39.85% |
31 Dec, 05 | 22,378,154 | -8.20% |
30 Sep, 05 | 24,377,579 | 2.31% |
30 Jun, 05 | 23,827,352 | -18.63% |
31 Mar, 05 | 29,283,841 | -7.61% |
31 Dec, 04 | 31,695,137 | 29.12% |
30 Sep, 04 | 24,546,312 | -3.79% |
30 Jun, 04 | 25,513,793 | 91.51% |
31 Mar, 04 | 13,322,159 | 18.55% |
31 Dec, 03 | 11,237,335 | -23.76% |
30 Sep, 03 | 14,739,073 | 21.16% |
30 Jun, 03 | 12,164,552 | 7.36% |
31 Mar, 03 | 11,330,432 | -7.07% |
31 Dec, 02 | 12,192,697 | 138.76% |
30 Sep, 02 | 5,106,679 | -53.20% |
30 Jun, 02 | 10,911,275 | -25.27% |
31 Mar, 02 | 14,601,804 | -1.95% |
31 Dec, 01 | 14,891,558 | 37.51% |
30 Sep, 01 | 10,829,349 | -21.61% |
30 Jun, 01 | 13,814,273 | 22.69% |
31 Mar, 01 | 11,259,153 | 17.69% |
31 Dec, 00 | 9,566,598 | 370.70% |
30 Sep, 00 | 2,032,400 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 86.47% | 1.11% |
31 Mar, 24 | 88.22% | 1.15% |
31 Dec, 23 | 87.41% | 1.17% |
30 Sep, 23 | 86.38% | 1.17% |
30 Jun, 23 | 85.79% | 1.17% |
31 Mar, 23 | 85.78% | 1.15% |
31 Dec, 22 | 86.32% | 1.13% |
30 Sep, 22 | 87.28% | 1.18% |
30 Jun, 22 | 86.13% | 1.20% |
31 Mar, 22 | 84.81% | 1.22% |
31 Dec, 21 | 83.50% | 1.15% |
30 Sep, 21 | 85.30% | 1.14% |
30 Jun, 21 | 86.35% | 1.14% |
31 Mar, 21 | 87.12% | 1.11% |
31 Dec, 20 | 88.41% | 1.19% |
30 Sep, 20 | 86.23% | 1.00% |
30 Jun, 20 | 92.87% | 1.13% |
31 Mar, 20 | 90.63% | 1.10% |
31 Dec, 19 | 90.85% | 1.29% |
30 Sep, 19 | 83.82% | 1.01% |
30 Jun, 19 | 91.20% | 1.13% |
31 Mar, 19 | 89.87% | 1.14% |
31 Dec, 18 | 88.76% | 1.13% |
30 Sep, 18 | 88.45% | 1.14% |
30 Jun, 18 | 87.89% | 1.15% |
31 Mar, 18 | 87.40% | 1.17% |
31 Dec, 17 | 86.30% | 1.13% |
30 Sep, 17 | 87.25% | 1.20% |
30 Jun, 17 | 85.32% | 1.19% |
31 Mar, 17 | 84.68% | 1.24% |
31 Dec, 16 | 82.68% | 1.18% |
30 Sep, 16 | 83.57% | 1.15% |
30 Jun, 16 | 85.40% | 1.11% |
31 Mar, 16 | 87.82% | 1.24% |
31 Dec, 15 | 84.15% | 1.05% |
30 Sep, 15 | 89.68% | 1.25% |
30 Jun, 15 | 84.87% | 1.14% |
31 Mar, 15 | 86.32% | 1.19% |
31 Dec, 14 | 85.34% | 1.23% |
30 Sep, 14 | 83.43% | 1.20% |
30 Jun, 14 | 83.25% | 1.20% |
31 Mar, 14 | 83.38% | 1.20% |
31 Dec, 13 | 83.34% | 1.10% |
30 Sep, 13 | 87.23% | 1.14% |
30 Jun, 13 | 87.51% | 9.99% |
31 Mar, 13 | 29.60% | 2.73% |
31 Dec, 12 | 32.93% | 2.47% |
30 Sep, 12 | 36.52% | 0.06% |
30 Jun, 12 | 242.32% | 17.06% |
31 Mar, 12 | 37.69% | 1.67% |
31 Dec, 11 | 47.56% | 3.64% |
30 Sep, 11 | 36.17% | 2.58% |
30 Jun, 11 | 37.45% | 2.79% |
31 Mar, 11 | 36.62% | 3.86% |
31 Dec, 10 | 30.79% | 4.57% |
30 Sep, 10 | 25.96% | 1.97% |
30 Jun, 10 | 36.34% | 3.76% |
31 Mar, 10 | 31.10% | 4.04% |
31 Dec, 09 | 27.74% | 2.94% |
30 Sep, 09 | 30.74% | 2.21% |
30 Jun, 09 | 37.27% | 2.98% |
31 Mar, 09 | 35.34% | 1.88% |
31 Dec, 08 | 43.40% | 2.85% |
30 Sep, 08 | 39.06% | 4.56% |
30 Jun, 08 | 29.26% | 2.77% |
31 Mar, 08 | 32.52% | 1.90% |
31 Dec, 07 | 41.42% | 2.80% |
30 Sep, 07 | 38.49% | 2.80% |
30 Jun, 07 | 37.08% | 7.31% |
31 Mar, 07 | 22.52% | 2.03% |
31 Dec, 06 | 33.30% | 3.04% |
30 Sep, 06 | 33.07% | 5.77% |
30 Jun, 06 | 23.95% | 2.57% |
31 Mar, 06 | 30.51% | 6.32% |
31 Dec, 05 | 21.97% | 3.79% |
30 Sep, 05 | 24.06% | 4.28% |
30 Jun, 05 | 23.71% | 2.73% |
31 Mar, 05 | 29.46% | 2.86% |
31 Dec, 04 | 32.10% | 5.24% |
30 Sep, 04 | 24.75% | 3.78% |
30 Jun, 04 | 25.59% | 6.17% |
31 Mar, 04 | 20.37% | 6.38% |
31 Dec, 03 | 17.87% | 3.49% |
30 Sep, 03 | 22.64% | 51.75% |
30 Jun, 03 | 6.61% | 17.20% |
31 Mar, 03 | 6.20% | 19.37% |
31 Dec, 02 | 5.66% | 81.21% |
30 Sep, 02 | 2.64% | 13.98% |
30 Jun, 02 | 4.35% | 12.84% |
31 Mar, 02 | 5.82% | 16.53% |
31 Dec, 01 | 5.93% | 33.01% |
30 Sep, 01 | 4.24% | 14.25% |
30 Jun, 01 | 5.46% | 26.36% |
31 Mar, 01 | 4.55% | 29.78% |
31 Dec, 00 | 3.91% | 551.89% |
30 Sep, 00 | 0.84% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 238 | -3.64% |
31 Mar, 24 | 247 | 4.22% |
31 Dec, 23 | 237 | 2.16% |
30 Sep, 23 | 232 | 10.48% |
30 Jun, 23 | 210 | 7.14% |
31 Mar, 23 | 196 | -8.84% |
31 Dec, 22 | 215 | 29.52% |
30 Sep, 22 | 166 | -20.95% |
30 Jun, 22 | 210 | 4.48% |
31 Mar, 22 | 201 | -1.95% |
31 Dec, 21 | 205 | 7.89% |
30 Sep, 21 | 190 | -4.04% |
30 Jun, 21 | 198 | 8.20% |
31 Mar, 21 | 183 | -19.74% |
31 Dec, 20 | 228 | 16.33% |
30 Sep, 20 | 196 | -19.67% |
30 Jun, 20 | 244 | 10.41% |
31 Mar, 20 | 221 | 7.80% |
31 Dec, 19 | 205 | 22.75% |
30 Sep, 19 | 167 | -6.18% |
30 Jun, 19 | 178 | -22.94% |
31 Mar, 19 | 231 | 19.07% |
31 Dec, 18 | 194 | 1.04% |
30 Sep, 18 | 192 | -4.00% |
30 Jun, 18 | 200 | -3.38% |
31 Mar, 18 | 207 | -2.36% |
31 Dec, 17 | 212 | 10.42% |
30 Sep, 17 | 192 | -16.16% |
30 Jun, 17 | 229 | -4.98% |
31 Mar, 17 | 241 | 12.62% |
31 Dec, 16 | 214 | -15.42% |
30 Sep, 16 | 253 | 9.52% |
30 Jun, 16 | 231 | 1.32% |
31 Mar, 16 | 228 | -7.32% |
31 Dec, 15 | 246 | 20.00% |
30 Sep, 15 | 205 | -6.82% |
30 Jun, 15 | 220 | 7.32% |
31 Mar, 15 | 205 | -18.65% |
31 Dec, 14 | 252 | 31.94% |
30 Sep, 14 | 191 | -16.59% |
30 Jun, 14 | 229 | -1.72% |
31 Mar, 14 | 233 | -2.10% |
31 Dec, 13 | 238 | -38.34% |
30 Sep, 13 | 386 | 19.50% |
30 Jun, 13 | 323 | 199.07% |
31 Mar, 13 | 108 | - |
31 Dec, 12 | 108 | 40.26% |
30 Sep, 12 | 77 | 6.94% |
30 Jun, 12 | 72 | -15.29% |
31 Mar, 12 | 85 | 7.59% |
31 Dec, 11 | 79 | -10.23% |
30 Sep, 11 | 88 | 27.54% |
30 Jun, 11 | 69 | 1.47% |
31 Mar, 11 | 68 | 21.43% |
31 Dec, 10 | 56 | 5.66% |
30 Sep, 10 | 53 | -13.11% |
30 Jun, 10 | 61 | 1.67% |
31 Mar, 10 | 60 | 20.00% |
31 Dec, 09 | 50 | 13.64% |
30 Sep, 09 | 44 | -31.25% |
30 Jun, 09 | 64 | 18.52% |
31 Mar, 09 | 54 | -18.18% |
31 Dec, 08 | 66 | -5.71% |
30 Sep, 08 | 70 | 62.79% |
30 Jun, 08 | 43 | 13.16% |
31 Mar, 08 | 38 | -24.00% |
31 Dec, 07 | 50 | 4.17% |
30 Sep, 07 | 48 | 2.13% |
30 Jun, 07 | 47 | 11.90% |
31 Mar, 07 | 42 | -19.23% |
31 Dec, 06 | 52 | 13.04% |
30 Sep, 06 | 46 | 17.95% |
30 Jun, 06 | 39 | -20.41% |
31 Mar, 06 | 49 | 11.36% |
31 Dec, 05 | 44 | 25.71% |
30 Sep, 05 | 35 | - |
30 Jun, 05 | 35 | 12.90% |
31 Mar, 05 | 31 | -3.13% |
31 Dec, 04 | 32 | 6.67% |
30 Sep, 04 | 30 | -38.78% |
30 Jun, 04 | 49 | 48.48% |
31 Mar, 04 | 33 | 13.79% |
31 Dec, 03 | 29 | 26.09% |
30 Sep, 03 | 23 | 15.00% |
30 Jun, 03 | 20 | 53.85% |
31 Mar, 03 | 13 | -27.78% |
31 Dec, 02 | 18 | 5.88% |
30 Sep, 02 | 17 | 30.77% |
30 Jun, 02 | 13 | -23.53% |
31 Mar, 02 | 17 | 13.33% |
31 Dec, 01 | 15 | 15.38% |
30 Sep, 01 | 13 | -35.00% |
30 Jun, 01 | 20 | 122.22% |
31 Mar, 01 | 9 | -52.63% |
31 Dec, 00 | 19 | 850.00% |
30 Sep, 00 | 2 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 212 | 4.43% |
31 Mar, 24 | 203 | -2.40% |
31 Dec, 23 | 208 | 15.56% |
30 Sep, 23 | 180 | 5.88% |
30 Jun, 23 | 170 | 6.25% |
31 Mar, 23 | 160 | -4.19% |
31 Dec, 22 | 167 | -17.73% |
30 Sep, 22 | 203 | 19.41% |
30 Jun, 22 | 170 | -20.19% |
31 Mar, 22 | 213 | 2.40% |
31 Dec, 21 | 208 | -2.35% |
30 Sep, 21 | 213 | -3.18% |
30 Jun, 21 | 220 | -1.79% |
31 Mar, 21 | 224 | - |
31 Dec, 20 | 224 | 2.75% |
30 Sep, 20 | 218 | 15.96% |
30 Jun, 20 | 188 | -4.57% |
31 Mar, 20 | 197 | 9.44% |
31 Dec, 19 | 180 | -0.55% |
30 Sep, 19 | 181 | 10.37% |
30 Jun, 19 | 164 | 17.14% |
31 Mar, 19 | 140 | -25.53% |
31 Dec, 18 | 188 | -7.84% |
30 Sep, 18 | 204 | 4.62% |
30 Jun, 18 | 195 | -4.88% |
31 Mar, 18 | 205 | 0.49% |
31 Dec, 17 | 204 | 17.92% |
30 Sep, 17 | 173 | 2.37% |
30 Jun, 17 | 169 | 1.81% |
31 Mar, 17 | 166 | -20.95% |
31 Dec, 16 | 210 | 35.48% |
30 Sep, 16 | 155 | -19.27% |
30 Jun, 16 | 192 | 13.61% |
31 Mar, 16 | 169 | 1.81% |
31 Dec, 15 | 166 | -0.60% |
30 Sep, 15 | 167 | -11.17% |
30 Jun, 15 | 188 | -6.47% |
31 Mar, 15 | 201 | 20.36% |
31 Dec, 14 | 167 | -17.73% |
30 Sep, 14 | 203 | 24.54% |
30 Jun, 14 | 163 | -5.23% |
31 Mar, 14 | 172 | 2.99% |
31 Dec, 13 | 167 | 518.52% |
30 Sep, 13 | 27 | -65.38% |
30 Jun, 13 | 78 | 30.00% |
31 Mar, 13 | 60 | -6.25% |
31 Dec, 12 | 64 | -3.03% |
30 Sep, 12 | 66 | -8.33% |
30 Jun, 12 | 72 | 30.91% |
31 Mar, 12 | 55 | -5.17% |
31 Dec, 11 | 58 | 61.11% |
30 Sep, 11 | 36 | - |
30 Jun, 11 | 36 | -2.70% |
31 Mar, 11 | 37 | -22.92% |
31 Dec, 10 | 48 | 17.07% |
30 Sep, 10 | 41 | 46.43% |
30 Jun, 10 | 28 | -28.21% |
31 Mar, 10 | 39 | 14.71% |
31 Dec, 09 | 34 | -5.56% |
30 Sep, 09 | 36 | 2.86% |
30 Jun, 09 | 35 | -5.41% |
31 Mar, 09 | 37 | 8.82% |
31 Dec, 08 | 34 | 21.43% |
30 Sep, 08 | 28 | 40.00% |
30 Jun, 08 | 20 | -35.48% |
31 Mar, 08 | 31 | 10.71% |
31 Dec, 07 | 28 | 55.56% |
30 Sep, 07 | 18 | -14.29% |
30 Jun, 07 | 21 | 10.53% |
31 Mar, 07 | 19 | -5.00% |
31 Dec, 06 | 20 | 17.65% |
30 Sep, 06 | 17 | -10.53% |
30 Jun, 06 | 19 | 46.15% |
31 Mar, 06 | 13 | -7.14% |
31 Dec, 05 | 14 | 16.67% |
30 Sep, 05 | 12 | -20.00% |
30 Jun, 05 | 15 | -6.25% |
31 Mar, 05 | 16 | 45.45% |
31 Dec, 04 | 11 | -8.33% |
30 Sep, 04 | 12 | 100.00% |
30 Jun, 04 | 6 | -14.29% |
31 Mar, 04 | 7 | -30.00% |
31 Dec, 03 | 10 | 66.67% |
30 Sep, 03 | 6 | -14.29% |
30 Jun, 03 | 7 | -22.22% |
31 Mar, 03 | 9 | 50.00% |
31 Dec, 02 | 6 | - |
30 Sep, 02 | 6 | -25.00% |
30 Jun, 02 | 8 | 14.29% |
31 Mar, 02 | 7 | 133.33% |
31 Dec, 01 | 3 | -57.14% |
30 Sep, 01 | 7 | 75.00% |
30 Jun, 01 | 4 | -60.00% |
31 Mar, 01 | 10 | - |
31 Dec, 00 | - | - |
30 Sep, 00 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 571 | 0.35% | 75,900,377 | -1.99% | 86.47% | 1.11% | 238 | -3.64% | 212 | 4.43% |
31 Mar, 24 | 569 | 0.89% | 77,437,761 | -1.95% | 88.22% | 1.15% | 247 | 4.22% | 203 | -2.40% |
31 Dec, 23 | 564 | 7.02% | 78,979,694 | 0.12% | 87.41% | 1.17% | 237 | 2.16% | 208 | 15.56% |
30 Sep, 23 | 527 | 8.88% | 78,885,009 | 1.06% | 86.38% | 1.17% | 232 | 10.48% | 180 | 5.88% |
30 Jun, 23 | 484 | 8.04% | 78,056,369 | 0.55% | 85.79% | 1.17% | 210 | 7.14% | 170 | 6.25% |
31 Mar, 23 | 448 | -4.07% | 77,628,533 | -0.21% | 85.78% | 1.15% | 196 | -8.84% | 160 | -4.19% |
31 Dec, 22 | 467 | -0.43% | 77,790,676 | -2.22% | 86.32% | 1.13% | 215 | 29.52% | 167 | -17.73% |
30 Sep, 22 | 469 | -4.48% | 79,560,477 | -2.21% | 87.28% | 1.18% | 166 | -20.95% | 203 | 19.41% |
30 Jun, 22 | 491 | -8.57% | 81,354,988 | -0.43% | 86.13% | 1.20% | 210 | 4.48% | 170 | -20.19% |
31 Mar, 22 | 537 | 3.67% | 81,708,255 | -3.03% | 84.81% | 1.22% | 201 | -1.95% | 213 | 2.40% |
31 Dec, 21 | 518 | -3.54% | 84,262,773 | -5.73% | 83.50% | 1.15% | 205 | 7.89% | 208 | -2.35% |
30 Sep, 21 | 537 | 0.37% | 89,387,762 | -2.68% | 85.30% | 1.14% | 190 | -4.04% | 213 | -3.18% |
30 Jun, 21 | 535 | 5.31% | 91,846,219 | -3.30% | 86.35% | 1.14% | 198 | 8.20% | 220 | -1.79% |
31 Mar, 21 | 508 | -7.47% | 94,978,098 | -3.81% | 87.12% | 1.11% | 183 | -19.74% | 224 | - |
31 Dec, 20 | 549 | 7.02% | 98,739,603 | -5.30% | 88.41% | 1.19% | 228 | 16.33% | 224 | 2.75% |
30 Sep, 20 | 513 | -3.39% | 104,260,313 | -8.04% | 86.23% | 1.00% | 196 | -19.67% | 218 | 15.96% |
30 Jun, 20 | 531 | 3.91% | 113,372,039 | 0.15% | 92.87% | 1.13% | 244 | 10.41% | 188 | -4.57% |
31 Mar, 20 | 511 | 4.29% | 113,196,643 | -3.75% | 90.63% | 1.10% | 221 | 7.80% | 197 | 9.44% |
31 Dec, 19 | 490 | 6.29% | 117,607,579 | -6.88% | 90.85% | 1.29% | 205 | 22.75% | 180 | -0.55% |
30 Sep, 19 | 461 | 4.54% | 126,294,810 | -16.75% | 83.82% | 1.01% | 167 | -6.18% | 181 | 10.37% |
30 Jun, 19 | 441 | -8.51% | 151,705,766 | 1.45% | 91.20% | 1.13% | 178 | -22.94% | 164 | 17.14% |
31 Mar, 19 | 482 | 0.21% | 149,538,933 | 1.50% | 89.87% | 1.14% | 231 | 19.07% | 140 | -25.53% |
31 Dec, 18 | 481 | -9.42% | 147,330,702 | -0.12% | 88.76% | 1.13% | 194 | 1.04% | 188 | -7.84% |
30 Sep, 18 | 531 | 3.31% | 147,502,863 | -2.21% | 88.45% | 1.14% | 192 | -4.00% | 204 | 4.62% |
30 Jun, 18 | 514 | -2.84% | 150,832,941 | -3.56% | 87.89% | 1.15% | 200 | -3.38% | 195 | -4.88% |
31 Mar, 18 | 529 | 4.96% | 156,406,860 | -0.56% | 87.40% | 1.17% | 207 | -2.36% | 205 | 0.49% |
31 Dec, 17 | 504 | 6.33% | 157,291,994 | -4.56% | 86.30% | 1.13% | 212 | 10.42% | 204 | 17.92% |
30 Sep, 17 | 474 | -7.24% | 164,798,728 | 1.08% | 87.25% | 1.20% | 192 | -16.16% | 173 | 2.37% |
30 Jun, 17 | 511 | -0.78% | 163,043,091 | 0.08% | 85.32% | 1.19% | 229 | -4.98% | 169 | 1.81% |
31 Mar, 17 | 515 | 0.39% | 162,913,683 | -2.28% | 84.68% | 1.24% | 241 | 12.62% | 166 | -20.95% |
31 Dec, 16 | 513 | 0.79% | 166,722,011 | -2.10% | 82.68% | 1.18% | 214 | -15.42% | 210 | 35.48% |
30 Sep, 16 | 509 | -2.30% | 170,290,583 | -2.49% | 83.57% | 1.15% | 253 | 9.52% | 155 | -19.27% |
30 Jun, 16 | 521 | 4.20% | 174,636,596 | -2.70% | 85.40% | 1.11% | 231 | 1.32% | 192 | 13.61% |
31 Mar, 16 | 500 | -4.94% | 179,483,197 | 2.17% | 87.82% | 1.24% | 228 | -7.32% | 169 | 1.81% |
31 Dec, 15 | 526 | 7.13% | 175,671,079 | -7.77% | 84.15% | 1.05% | 246 | 20.00% | 166 | -0.60% |
30 Sep, 15 | 491 | -5.58% | 190,467,599 | 5.37% | 89.68% | 1.25% | 205 | -6.82% | 167 | -11.17% |
30 Jun, 15 | 520 | 2.56% | 180,765,406 | -1.56% | 84.87% | 1.14% | 220 | 7.32% | 188 | -6.47% |
31 Mar, 15 | 507 | -2.12% | 183,626,981 | 1.35% | 86.32% | 1.19% | 205 | -18.65% | 201 | 20.36% |
31 Dec, 14 | 518 | 4.02% | 181,184,022 | 2.14% | 85.34% | 1.23% | 252 | 31.94% | 167 | -17.73% |
30 Sep, 14 | 498 | 1.01% | 177,396,171 | 0.39% | 83.43% | 1.20% | 191 | -16.59% | 203 | 24.54% |
30 Jun, 14 | 493 | -1.60% | 176,702,266 | 0.26% | 83.25% | 1.20% | 229 | -1.72% | 163 | -5.23% |
31 Mar, 14 | 501 | 4.38% | 176,249,165 | 0.44% | 83.38% | 1.20% | 233 | -2.10% | 172 | 2.99% |
31 Dec, 13 | 480 | 9.34% | 175,483,045 | -4.38% | 83.34% | 1.10% | 238 | -38.34% | 167 | 518.52% |
30 Sep, 13 | 439 | -3.73% | 183,522,064 | 99.91% | 87.23% | 1.14% | 386 | 19.50% | 27 | -65.38% |
30 Jun, 13 | 456 | 130.30% | 91,801,057 | 196.86% | 87.51% | 9.99% | 323 | 199.07% | 78 | 30.00% |
31 Mar, 13 | 198 | 2.06% | 30,924,167 | -2.19% | 29.60% | 2.73% | 108 | - | 60 | -6.25% |
31 Dec, 12 | 194 | 18.29% | 31,616,196 | -8.84% | 32.93% | 2.47% | 108 | 40.26% | 64 | -3.03% |
30 Sep, 12 | 164 | 2.50% | 34,683,487 | -84.80% | 36.52% | 0.06% | 77 | 6.94% | 66 | -8.33% |
30 Jun, 12 | 160 | -4.76% | 228,195,919 | 545.71% | 242.32% | 17.06% | 72 | -15.29% | 72 | 30.91% |
31 Mar, 12 | 168 | 10.53% | 35,340,201 | -21.51% | 37.69% | 1.67% | 85 | 7.59% | 55 | -5.17% |
31 Dec, 11 | 152 | 6.29% | 45,022,967 | 33.21% | 47.56% | 3.64% | 79 | -10.23% | 58 | 61.11% |
30 Sep, 11 | 143 | 18.18% | 33,799,608 | -5.49% | 36.17% | 2.58% | 88 | 27.54% | 36 | - |
30 Jun, 11 | 121 | 0.83% | 35,764,170 | 1.46% | 37.45% | 2.79% | 69 | 1.47% | 36 | -2.70% |
31 Mar, 11 | 120 | 1.69% | 35,248,562 | 18.92% | 36.62% | 3.86% | 68 | 21.43% | 37 | -22.92% |
31 Dec, 10 | 118 | 11.32% | 29,640,010 | 11.27% | 30.79% | 4.57% | 56 | 5.66% | 48 | 17.07% |
30 Sep, 10 | 106 | 8.16% | 26,636,944 | -28.84% | 25.96% | 1.97% | 53 | -13.11% | 41 | 46.43% |
30 Jun, 10 | 98 | -11.71% | 37,432,991 | 16.46% | 36.34% | 3.76% | 61 | 1.67% | 28 | -28.21% |
31 Mar, 10 | 111 | 14.43% | 32,141,741 | 11.85% | 31.10% | 4.04% | 60 | 20.00% | 39 | 14.71% |
31 Dec, 09 | 97 | -2.02% | 28,735,947 | -10.22% | 27.74% | 2.94% | 50 | 13.64% | 34 | -5.56% |
30 Sep, 09 | 99 | -10.81% | 32,006,363 | -17.19% | 30.74% | 2.21% | 44 | -31.25% | 36 | 2.86% |
30 Jun, 09 | 111 | 7.77% | 38,652,381 | 5.28% | 37.27% | 2.98% | 64 | 18.52% | 35 | -5.41% |
31 Mar, 09 | 103 | -6.36% | 36,714,200 | -18.57% | 35.34% | 1.88% | 54 | -18.18% | 37 | 8.82% |
31 Dec, 08 | 110 | 0.92% | 45,085,705 | 10.41% | 43.40% | 2.85% | 66 | -5.71% | 34 | 21.43% |
30 Sep, 08 | 109 | 43.42% | 40,835,436 | 33.16% | 39.06% | 4.56% | 70 | 62.79% | 28 | 40.00% |
30 Jun, 08 | 76 | - | 30,665,303 | -12.18% | 29.26% | 2.77% | 43 | 13.16% | 20 | -35.48% |
31 Mar, 08 | 76 | -17.39% | 34,919,662 | -21.13% | 32.52% | 1.90% | 38 | -24.00% | 31 | 10.71% |
31 Dec, 07 | 92 | 17.95% | 44,273,537 | 8.35% | 41.42% | 2.80% | 50 | 4.17% | 28 | 55.56% |
30 Sep, 07 | 78 | -2.50% | 40,860,311 | 4.49% | 38.49% | 2.80% | 48 | 2.13% | 18 | -14.29% |
30 Jun, 07 | 80 | 5.26% | 39,105,129 | 65.32% | 37.08% | 7.31% | 47 | 11.90% | 21 | 10.53% |
31 Mar, 07 | 76 | -8.43% | 23,654,216 | -31.83% | 22.52% | 2.03% | 42 | -19.23% | 19 | -5.00% |
31 Dec, 06 | 83 | 15.28% | 34,698,985 | 1.08% | 33.30% | 3.04% | 52 | 13.04% | 20 | 17.65% |
30 Sep, 06 | 72 | 5.88% | 34,326,602 | 38.52% | 33.07% | 5.77% | 46 | 17.95% | 17 | -10.53% |
30 Jun, 06 | 68 | -12.82% | 24,781,411 | -20.82% | 23.95% | 2.57% | 39 | -20.41% | 19 | 46.15% |
31 Mar, 06 | 78 | 21.88% | 31,295,667 | 39.85% | 30.51% | 6.32% | 49 | 11.36% | 13 | -7.14% |
31 Dec, 05 | 64 | 10.34% | 22,378,154 | -8.20% | 21.97% | 3.79% | 44 | 25.71% | 14 | 16.67% |
30 Sep, 05 | 58 | - | 24,377,579 | 2.31% | 24.06% | 4.28% | 35 | - | 12 | -20.00% |
30 Jun, 05 | 58 | 9.43% | 23,827,352 | -18.63% | 23.71% | 2.73% | 35 | 12.90% | 15 | -6.25% |
31 Mar, 05 | 53 | 12.77% | 29,283,841 | -7.61% | 29.46% | 2.86% | 31 | -3.13% | 16 | 45.45% |
31 Dec, 04 | 47 | 2.17% | 31,695,137 | 29.12% | 32.10% | 5.24% | 32 | 6.67% | 11 | -8.33% |
30 Sep, 04 | 46 | -16.36% | 24,546,312 | -3.79% | 24.75% | 3.78% | 30 | -38.78% | 12 | 100.00% |
30 Jun, 04 | 55 | 17.02% | 25,513,793 | 91.51% | 25.59% | 6.17% | 49 | 48.48% | 6 | -14.29% |
31 Mar, 04 | 47 | 17.50% | 13,322,159 | 18.55% | 20.37% | 6.38% | 33 | 13.79% | 7 | -30.00% |
31 Dec, 03 | 40 | 21.21% | 11,237,335 | -23.76% | 17.87% | 3.49% | 29 | 26.09% | 10 | 66.67% |
30 Sep, 03 | 33 | 17.86% | 14,739,073 | 21.16% | 22.64% | 51.75% | 23 | 15.00% | 6 | -14.29% |
30 Jun, 03 | 28 | 12.00% | 12,164,552 | 7.36% | 6.61% | 17.20% | 20 | 53.85% | 7 | -22.22% |
31 Mar, 03 | 25 | - | 11,330,432 | -7.07% | 6.20% | 19.37% | 13 | -27.78% | 9 | 50.00% |
31 Dec, 02 | 25 | -7.41% | 12,192,697 | 138.76% | 5.66% | 81.21% | 18 | 5.88% | 6 | - |
30 Sep, 02 | 27 | 8.00% | 5,106,679 | -53.20% | 2.64% | 13.98% | 17 | 30.77% | 6 | -25.00% |
30 Jun, 02 | 25 | -7.41% | 10,911,275 | -25.27% | 4.35% | 12.84% | 13 | -23.53% | 8 | 14.29% |
31 Mar, 02 | 27 | 8.00% | 14,601,804 | -1.95% | 5.82% | 16.53% | 17 | 13.33% | 7 | 133.33% |
31 Dec, 01 | 25 | 4.17% | 14,891,558 | 37.51% | 5.93% | 33.01% | 15 | 15.38% | 3 | -57.14% |
30 Sep, 01 | 24 | -11.11% | 10,829,349 | -21.61% | 4.24% | 14.25% | 13 | -35.00% | 7 | 75.00% |
30 Jun, 01 | 27 | 42.11% | 13,814,273 | 22.69% | 5.46% | 26.36% | 20 | 122.22% | 4 | -60.00% |
31 Mar, 01 | 19 | - | 11,259,153 | 17.69% | 4.55% | 29.78% | 9 | -52.63% | 10 | - |
31 Dec, 00 | 19 | 850.00% | 9,566,598 | 370.70% | 3.91% | 551.89% | 19 | 850.00% | - | - |
30 Sep, 00 | 2 | - | 2,032,400 | - | 0.84% | - | 2 | - | - | - |
DaVita Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
DaVita Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | 9 | 2 | 450.00% |
Q1 2024 | 33 | 47 | 70.21% |
Q4 2023 | 11 | 3 | 366.67% |
Q3 2023 | 9 | 4 | 225.00% |
Q2 2023 | 21 | 36 | 58.33% |
Q1 2023 | 26 | 17 | 152.94% |
Q4 2022 | 10 | 1 | 1000.00% |
Q3 2022 | 8 | 1 | 800.00% |
Q2 2022 | 20 | 26 | 76.92% |
Q1 2022 | 18 | 5 | 360.00% |
Q4 2021 | 8 | 2 | 400.00% |
Q3 2021 | 9 | 10 | 90.00% |
Q2 2021 | 26 | 50 | 52.00% |
Q1 2021 | 21 | 2 | 1050.00% |
Q4 2020 | 20 | 35 | 57.14% |
Q3 2020 | 12 | 12 | 100.00% |
Q2 2020 | 28 | 47 | 59.57% |
Q1 2020 | 20 | 8 | 250.00% |
Q4 2019 | 9 | 8 | 112.50% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 1 | - |
Q2 2024 | - | 1 | - |
Q1 2024 | - | 5 | - |
Q4 2023 | - | - | - |
Q3 2023 | - | 1 | - |
Q2 2023 | - | 6 | - |
Q1 2023 | - | 2 | - |
Q4 2022 | 1 | - | - |
Q3 2022 | - | - | - |
Q2 2022 | 1 | 1 | 100.00% |
Q1 2022 | - | 1 | - |
Q4 2021 | - | 1 | - |
Q3 2021 | - | 3 | - |
Q2 2021 | - | 8 | - |
Q1 2021 | - | 1 | - |
Q4 2020 | - | 6 | - |
Q3 2020 | 3 | 6 | 50.00% |
Q2 2020 | - | 10 | - |
Q1 2020 | - | 4 | - |
Q4 2019 | - | - | - |
DaVita Peer Ownership
Ticker | Company |
---|---|
HCA | HCA Healthcare, Inc. |
AMED | Amedisys, Inc. |
OPCH | Option Care Health, Inc. |
AMN | AMN Healthcare Services, Inc. |
SGRY | Surgery Partners, Inc. |
USPH | U.S. Physical Therapy, Inc. |
EHC | Encompass Health Corporation |
UHS | Universal Health Services, Inc. |
ACHC | Acadia Healthcare Company, Inc. |
ENSG | The Ensign Group, Inc. |
THC | Tenet Healthcare Corporation |
CYH | Community Health Systems, Inc. |
DVA Ownership FAQ
Who Owns DaVita?
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).
Who are the major institutional shareholders of DaVita?
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.
How many DaVita shareholders are there?
As of Jun 2024, there are 571 institutional shareholders of DaVita.
What percentage of DaVita is owned by BERKSHIRE HATHAWAY INC?
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).
What percentage of DaVita is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 6.17M shares of DaVita (DVA), compromising 7.03% of the company, valued at $854.7M.
What percentage of DaVita is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of DaVita. The company owns 4.94M of the company's shares outstanding (worth $684.7M).