DAVITA INC (DVA)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
595
Reporting holders
$13.4B
Reported value
89.8%
Of shares outstanding
4.6%
Held as options
+51
Holder change
Institutions report 57,280,253 shares against 63,800,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | $6.4B | 28,880,209 | 2.15% | 31q | -4.1%-$271.5M |
| BlackRock, Inc. | $547.5M | 2,460,987 | 0.01% | 8q | -11.1%-$68.0M |
| VANGUARD CAPITAL MANAGEMENT LLC | $467.5M | 2,101,425 | 0.01% | 2q | -3.6%-$17.5M |
| MORGAN STANLEY | $356.3M | 1,601,710 | 0.02% | 35q | -3.9%-$14.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $306.6M | 1,377,914 | 0.01% | 2q | -6.9%-$22.6M |
| STATE STREET CORP | $294.3M | 1,323,019 | 0.01% | 31q | -2.1%-$6.4M |
| Invesco Ltd. | $269.6M | 1,211,917 | 0.02% | 31q | -17.4%-$56.9M |
| DIMENSIONAL FUND ADVISORS LP | $253.1M | 1,137,814 | 0.05% | 31q | -0.7%-$1.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $217.7M | 28,799 | 0.02% | 31q | -34.1%-$112.7M |
| NEUBERGER BERMAN GROUP LLC | $205.8M | 925,579 | 0.14% | 19q | +74.0%+$87.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $197.8M | 889,082 | 0.09% | 13q | -19.9%-$49.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $189.6M | 853,602 | 0.01% | 31q | -9.2%-$19.1M |
| Gates Capital Management, Inc. | $153.1M | 688,136 | 3.68% | 31q | -4.8%-$7.8M |
| JANE STREET GROUP, LLC | $151.9M | 281,140 | 0.01% | 31q | -8.1%-$13.4M |
| BANK OF AMERICA CORP /DE/ | $145.1M | 651,999 | 0.01% | 31q | +170.5%+$91.4M |
| D. E. Shaw & Co., Inc. | $144.3M | 640,827 | 0.07% | 31q | +27.0%+$30.7M |
| AQR CAPITAL MANAGEMENT LLC | $128.1M | 587,758 | 0.04% | 27q | +43.4%+$38.7M |
| GOLDMAN SACHS GROUP INC | $103.1M | 463,381 | 0.01% | 31q | +3.6%+$3.6M |
| Bank of New York Mellon Corp | $101.1M | 454,545 | 0.02% | 31q | -0.6%-$655.9K |
| CITADEL ADVISORS LLC | $100.9M | 199,862 | 0.01% | 31q | -72.2%-$262.4M |
| UBS Group AG | $96.1M | 305,199 | 0.01% | 31q | -53.1%-$108.8M |
| Tidal Investments LLC | $94.0M | 217,828 | 0.16% | 19q | -5.0%-$5.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $87.4M | 395,687 | 0.07% | 31q | +2.9%+$2.4M |
| NORTHERN TRUST CORP | $85.0M | 382,037 | 0.01% | 31q | -7.5%-$6.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $81.3M | 365,569 | 0.01% | 31q | -4.7%-$4.0M |
| Sixth Street Partners Management Company, L.P. | $81.3M | 365,569 | 0.01% | new | NEW |
| NORGES BANK | $76.6M | 344,422 | 0.01% | 32q | -20.4%-$19.7M |
| JPMORGAN CHASE & CO | $65.0M | 200,781 | 0.00% | 31q | -23.7%-$20.2M |
| Holocene Advisors, LP | $52.9M | 237,665 | 0.12% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $49.6M | 77,094 | 0.02% | 31q | +40.2%+$14.2M |
| IMC-Chicago, LLC | $49.5M | options only | 0.01% | 11q | OPTIONS |
| ROYAL BANK OF CANADA | $47.8M | 214,787 | 0.01% | 31q | -11.5%-$6.2M |
| DEUTSCHE BANK AG\ | $46.4M | 208,362 | 0.01% | 34q | -20.5%-$12.0M |
| Quantinno Capital Management LP | $45.4M | 203,910 | 0.05% | 17q | -12.4%-$6.4M |
| BARCLAYS PLC | $43.4M | 195,122 | 0.01% | 31q | +119.6%+$23.6M |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $41.4M | 186,227 | 0.68% | 31q | -22.8%-$12.3M |
| VANGUARD FIDUCIARY TRUST CO | $40.1M | 180,396 | 0.01% | 2q | -6.6%-$2.9M |
| Gotham Asset Management, LLC | $36.4M | 163,580 | 0.08% | 28q | -6.8%-$2.7M |
| Doma Perpetual Capital Management LLC | $35.5M | 159,668 | 8.25% | 11q | -49.5%-$34.8M |
| FIRST TRUST ADVISORS LP | $34.2M | 153,548 | 0.02% | 31q | +307.4%+$25.8M |
| TODD ASSET MANAGEMENT LLC | $32.7M | 146,969 | 0.58% | 4q | -34.0%-$16.8M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $32.0M | 143,884 | 0.12% | 4q | +874.2%+$28.7M |
| Allianz Asset Management GmbH | $30.2M | 135,906 | 0.03% | 40q | -17.6%-$6.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $28.2M | 126,765 | 0.01% | 31q | -16.2%-$5.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $26.5M | 119,024 | 0.01% | 5q | +30.2%+$6.1M |
| VICTORY CAPITAL MANAGEMENT INC | $26.4M | 118,563 | 0.01% | 31q | +6.1%+$1.5M |
| Amundi | $26.0M | 116,717 | 0.01% | 21q | +1.2%+$315.3K |
| FMR LLC | $25.5M | 114,507 | 0.00% | 31q | +212.0%+$17.3M |
| Davidson Kempner Capital Management LP | $25.2M | 113,098 | 0.30% | 2q | +238.6%+$17.7M |
| ENVESTNET ASSET MANAGEMENT INC | $23.6M | 105,999 | 0.01% | 31q | +938.6%+$21.3M |
| RHUMBLINE ADVISERS | $23.1M | 103,725 | 0.02% | 31q | -14.0%-$3.8M |
| Woodline Partners LP | $22.9M | 102,807 | 0.07% | 2q | -77.3%-$77.9M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $21.9M | 98,425 | 0.02% | 9q | +1.3%+$276.1K |
| GROUP ONE TRADING LLC | $21.9M | 11,731 | 0.03% | 31q | +29.7%+$5.0M |
| SEI INVESTMENTS CO | $21.1M | 94,903 | 0.02% | 31q | +38.9%+$5.9M |
| Legal & General Group Plc | $20.0M | 90,009 | 0.00% | 31q | -11.3%-$2.5M |
| Assenagon Asset Management S.A. | $19.9M | 89,566 | 0.01% | 16q | +161.1%+$12.3M |
| OSAIC HOLDINGS, INC. | $19.5M | 87,811 | 0.02% | 26q | -23.1%-$5.9M |
| Verition Fund Management LLC | $19.5M | 87,560 | 0.05% | 9q | +4562.4%+$19.1M |
| Nuveen, LLC | $19.3M | 86,646 | 0.00% | 6q | -10.2%-$2.2M |
| HSBC HOLDINGS PLC | $17.7M | 79,500 | 0.01% | 31q | +0.9%+$157.7K |
| Russell Investments Group, Ltd. | $16.4M | 73,947 | 0.01% | 31q | +81.7%+$7.4M |
| California Public Employees Retirement System | $15.4M | 69,086 | 0.01% | 31q | -12.9%-$2.3M |
| TUDOR INVESTMENT CORP ET AL | $15.1M | 59,895 | 0.02% | 6q | -25.1%-$5.0M |
| Swiss National Bank | $14.9M | 67,000 | 0.01% | 31q | -12.8%-$2.2M |
| Vanguard Global Advisers, LLC | $14.7M | 66,059 | 0.01% | 2q | -5.5%-$853.9K |
| CITIGROUP INC | $14.7M | 28,610 | 0.00% | 31q | -35.0%-$7.9M |
| National Philanthropic Trust | $14.0M | 62,931 | 0.20% | 10q | HELD |
| Corient Private Wealth LP | $13.8M | 62,234 | 0.01% | 14q | +14.7%+$1.8M |
| DANSKE BANK A/S | $13.1M | 58,943 | 0.03% | 10q | +835.6%+$11.7M |
| BNP PARIBAS FINANCIAL MARKETS | $13.0M | 58,534 | 0.00% | 31q | +7.0%+$849.2K |
| Candriam S.C.A. | $12.7M | 57,263 | 0.06% | new | NEW |
| Susquehanna Portfolio Strategies, LLC | $12.2M | 54,925 | 0.19% | 5q | -10.0%-$1.4M |
| STOREBRAND ASSET MANAGEMENT AS | $11.5M | 51,693 | 0.03% | 3q | -4.7%-$562.7K |
| BANK OF MONTREAL /CAN/ | $11.4M | 51,152 | 0.00% | 31q | +33.4%+$2.8M |
| LPL Financial LLC | $10.8M | 48,449 | 0.00% | 29q | +166.3%+$6.7M |
| PRINCIPAL FINANCIAL GROUP INC | $10.6M | 47,656 | 0.01% | 31q | +19.7%+$1.7M |
| Robeco Institutional Asset Management B.V. | $10.1M | 45,324 | 0.01% | 38q | -4.1%-$433.6K |
| Walleye Capital LLC | $10.0M | 18 | 0.04% | 16q | +1700.0%+$9.5M |
| Callahan Advisors, LLC | $10.0M | 45,098 | 0.76% | 3q | +28.3%+$2.2M |
| Prospera Financial Services Inc | $9.5M | 42,623 | 0.14% | 6q | +1253.5%+$8.8M |
| Te Ahumairangi Investment Management Ltd | $9.5M | 42,612 | 1.53% | 24q | -28.2%-$3.7M |
| Connor, Clark & Lunn Investment Management Ltd. | $9.2M | 41,386 | 0.02% | 5q | -49.5%-$9.0M |
| RAYMOND JAMES FINANCIAL INC | $9.1M | 40,740 | 0.00% | 7q | +4.9%+$419.8K |
| Jupiter Topco LLC | $9.0M | 40,588 | 0.00% | new | FIRST |
| Squarepoint Ops LLC | $9.0M | 4,293 | 0.01% | 13q | -95.7%-$201.7M |
| Inlet Private Wealth, LLC | $9.0M | 40,475 | 2.19% | 24q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $8.9M | 40,224 | 0.01% | 19q | +12.1%+$964.3K |
| GHP Investment Advisors, Inc. | $8.9M | 40,223 | 0.33% | 31q | +1.2%+$107.7K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $8.8M | 39,712 | 0.00% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $8.8M | 39,682 | 0.01% | 26q | +157.3%+$5.4M |
| Caisse de depot et placement du Quebec | $8.7M | 39,200 | 0.01% | 2q | +326.1%+$6.7M |
| Twin Tree Management, LP | $8.7M | options only | 0.16% | 10q | OPTIONS |
| Brevan Howard Capital Management LP | $8.3M | options only | 0.06% | 5q | OPTIONS |
| MARSHALL WACE, LLP | $8.2M | 36,897 | 0.01% | 4q | +2324.2%+$7.9M |
| FRANKLIN RESOURCES INC | $8.2M | 36,829 | 0.00% | 25q | +40.8%+$2.4M |
| NISA INVESTMENT ADVISORS, LLC | $7.9M | 35,722 | 0.02% | 31q | +25.5%+$1.6M |
| IEQ CAPITAL, LLC | $7.9M | 35,510 | 0.04% | 2q | +243.2%+$5.6M |
| Counterpoint Mutual Funds LLC | $7.4M | 33,190 | 0.73% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $7.2M | 32,229 | 0.00% | 2q | -8.2%-$642.1K |
Showing the largest 100 of 639 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 595 | $13.4B | 57,280,253 | 114 | 170 | 199 | 4.6% |
| Q1 2026 | 544 | $9.4B | 59,777,415 | 112 | 145 | 197 | 2.7% |
| Q4 2025 | 492 | $7.5B | 64,513,063 | 51 | 158 | 190 | 2.9% |
| Q3 2025 | 514 | $8.9B | 65,115,195 | 64 | 127 | 219 | 3.1% |
| Q2 2025 | 535 | $10.1B | 68,439,295 | 56 | 158 | 201 | 3.1% |
| Q1 2025 | 543 | $10.9B | 68,890,520 | 68 | 161 | 198 | 3.7% |
| Q4 2024 | 550 | $11.3B | 71,008,671 | 50 | 145 | 212 | 6.1% |
| Q3 2024 | 550 | $12.4B | 72,176,149 | 76 | 150 | 196 | 4.4% |
| Q2 2024 | 511 | $10.5B | 73,246,795 | 67 | 135 | 187 | 3.2% |
| Q1 2024 | 488 | $11.1B | 77,226,931 | 60 | 137 | 180 | 4.4% |
| Q4 2023 | 472 | $8.6B | 77,018,507 | 50 | 128 | 164 | 5.8% |
| Q3 2023 | 438 | $7.5B | 74,771,914 | 62 | 125 | 151 | 5.3% |
| Q2 2023 | 396 | $7.6B | 73,847,207 | 47 | 119 | 134 | 2.5% |
| Q1 2023 | 370 | $6.0B | 72,684,302 | 35 | 117 | 129 | 2.2% |
| Q4 2022 | 350 | $5.4B | 70,221,342 | 43 | 105 | 126 | 2.7% |
| Q3 2022 | 449 | $6.8B | 79,661,597 | 44 | 112 | 195 | 2.9% |
| Q2 2022 | 469 | $6.8B | 81,611,388 | 53 | 143 | 170 | 4.7% |
| Q1 2022 | 513 | $9.5B | 81,762,721 | 53 | 135 | 205 | 2.1% |
| Q4 2021 | 497 | $9.8B | 84,581,248 | 52 | 120 | 202 | 2.1% |
| Q3 2021 | 514 | $10.6B | 89,444,606 | 42 | 134 | 204 | 1.6% |
| Q2 2021 | 515 | $11.2B | 92,095,603 | 70 | 119 | 209 | 1.1% |
| Q1 2021 | 494 | $10.3B | 95,091,687 | 41 | 120 | 217 | 0.9% |
| Q4 2020 | 530 | $12.2B | 99,771,405 | 70 | 125 | 223 | 3.1% |
| Q3 2020 | 495 | $9.3B | 104,688,109 | 45 | 139 | 212 | 3.3% |
| Q2 2020 | 510 | $9.2B | 113,904,162 | 80 | 160 | 186 | 2.2% |
| Q1 2020 | 485 | $8.9B | 114,393,585 | 84 | 131 | 194 | 1.9% |
| Q4 2019 | 460 | $9.2B | 119,873,484 | 71 | 108 | 175 | 2.3% |
| Q3 2019 | 421 | $7.6B | 126,835,158 | 69 | 87 | 187 | 5.3% |
| Q2 2019 | 406 | $9.0B | 152,417,389 | 37 | 126 | 161 | 5.2% |
| Q1 2019 | 441 | $8.4B | 148,175,799 | 59 | 155 | 138 | 3.9% |
| Q4 2018 | 450 | $8.2B | 149,175,826 | 9 | 6 | 16 | 5.6% |