DaVita Ownership | Who Owns DaVita?

Overview Forecast RevenueFinancials Chart Transcripts

DaVita Ownership Summary

DaVita is owned by 86.51% institutional investors, 48.56% insiders. Berkshire hathaway is the largest institutional shareholder, holding 41.12% of DVA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 1.62% of its assets in DaVita shares.

DVA Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	DaVita	86.51%	48.56%	-35.07%
Sector	Healthcare Stocks	47.06%	8.01%	44.93%
Industry	Medical Care Facilities Stocks	68.81%	10.08%	21.11%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

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

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Doma perpetual capital management	503.63K	32.36%	$69.79M
8 knots management	1.18M	15.78%	$163.46M
Speece thorson capital group	106.38K	3.01%	$14.74M
Stolper	43.01K	2.10%	$5.96M
Gates capital management	721.20K	1.98%	$99.94M
Berkshire hathaway	36.10M	1.79%	$5.00B
Inlet private wealth	42.94K	1.63%	$5.95M
Promethos capital	28.40K	1.49%	$3.93M
Mount lucas management lp	34.13K	1.35%	$4.73M
Wakefield asset management lllp	27.59K	1.34%	$3.82M

Top Buyers

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

Top Sellers

Holder	Shares	% Assets	Change
Pacer advisors	5.92K	0.00%	-1.68M
Harvard management	-	-	-397.74K
Ariel investments	359.60K	0.54%	-256.67K
Amundi	282.64K	0.01%	-245.71K
Bnp paribas arbitrage, snc	235.65K	0.03%	-169.54K

New Positions

Holder	Shares	% Assets	Change	Value
Hrt financial lp	383.84K	0.30%	383.84K	$53.19M
Norges bank	294.53K	0.01%	294.53K	$40.81M
Schroder investment management group	91.90K	0.01%	91.90K	$12.73M
Hennessy advisors	60.90K	0.32%	60.90K	$8.44M
Patton fund management	33.57K	0.98%	33.57K	$4.65M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	576	1.05%	75,934,974	-1.94%	86	1.11%	240	-2.83%	214	4.90%
Mar 31, 2024	570	0.89%	77,435,724	-1.96%	88	1.15%	247	3.78%	204	-1.92%
Dec 31, 2023	565	7.01%	78,979,997	0.12%	87	1.17%	238	2.59%	208	14.92%
Sep 30, 2023	528	8.87%	78,885,221	1.06%	86	1.17%	232	9.95%	181	6.47%
Jun 30, 2023	485	8.02%	78,056,831	0.55%	85	1.17%	211	7.11%	170	6.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	1.33M	1.62%	-5.47K
Vanguard Institutional 500 Index Trust	1.22M	1.49%	14.66K
Vanguard Small Cap Index	1.05M	1.28%	2.05K
Invesco S&P 500® Equal Weight ETF	794.01K	0.97%	3.57K
Vanguard Small Cap Value Index Inv	710.72K	0.87%	-244.00
Fidelity 500 Index	567.26K	0.69%	-70.20K
SPDR® S&P 500® ETF Trust	559.73K	0.68%	189.00
Franklin Core Plus FixedIncome Composite	540.00K	0.64%	540.00K
iShares Core S&P 500 ETF	513.43K	0.63%	783.00
The Health Care Select Sector SPDR® ETF	340.52K	0.42%	-126.00

Recent Insider Transactions

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

Insider Transactions Trends

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

DVA Ownership FAQ

Who Owns DaVita?

DaVita shareholders are primarily institutional investors at 86.51%, followed by 48.56% insiders and -35.07% retail investors. The average institutional ownership in DaVita's industry, Medical Care Facilities Stocks, is 68.81%, which DaVita exceeds.

Who owns the most shares of DaVita?

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

Does Blackrock own DaVita?

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

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

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

Who is the top mutual fund holder of DaVita shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of DaVita shares, with 1.62% of its total shares outstanding invested in 1.33M DaVita shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools