DaveManuel.com · Institutional Ownership · Who Owns It
DAVITA INC (DVA)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
642
Reporting holders
$13.7B
Reported value
92.5%
Of shares outstanding
2.8%
Calls
1.7%
Puts
+55
Holder change
Institutions report 59,038,436 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 incl. $211.3M options CALL+PUT | 28,799 | 0.02% | 31q | -34.1%-$112.7M |
| NEUBERGER BERMAN GROUP LLC | $205.8M | 925,579 | 0.14% | 19q | +74.0%+$87.5M |
| LSV ASSET MANAGEMENT | $202.1M | 908,389 | 0.37% | 28q | -2.4%-$5.0M |
| 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 incl. $89.3M options CALL+PUT | 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 incl. $1.7M options CALL | 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 incl. $56.5M options CALL+PUT | 199,862 | 0.01% | 31q | -72.2%-$262.4M |
| UBS Group AG | $96.1M incl. $28.2M options CALL+PUT | 305,199 | 0.01% | 31q | -53.1%-$108.8M |
| Tidal Investments LLC | $94.0M incl. $45.5M options CALL | 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 |
| NORGES BANK | $76.6M | 344,422 | 0.01% | 32q | -20.4%-$19.7M |
| ACADIAN ASSET MANAGEMENT LLC | $73.6M | 331,145 | 0.09% | 4q | +385.6%+$58.5M |
| JPMORGAN CHASE & CO | $65.0M incl. $20.5M options CALL+PUT | 200,781 | 0.00% | 31q | -23.7%-$20.2M |
| Holocene Advisors, LP | $52.9M | 237,665 | 0.12% | new | NEW |
| KBC Group NV | $50.1M | 225,405 | 0.11% | 31q | -12.2%-$7.0M |
| MILLENNIUM MANAGEMENT LLC | $49.6M incl. $32.5M options CALL+PUT | 77,094 | 0.02% | 31q | +40.2%+$14.2M |
| IMC-Chicago, LLC | $49.5M CALL+PUT | 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 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $33.3M | 149,717 | 0.23% | 30q | -33.5%-$16.8M |
| 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 | 0.02% | 40q | -17.6%-$6.5M |
| BI Asset Management Fondsmaeglerselskab A/S | $28.6M | 128,567 | 0.23% | 15q | +5.6%+$1.5M |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $22.8M | 102,272 | 0.00% | 31q | +102.4%+$11.5M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $21.9M | 98,425 | 0.02% | 9q | +1.3%+$276.1K |
| GROUP ONE TRADING LLC | $21.9M incl. $19.3M options CALL+PUT | 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 |
| 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 |
| HRT FINANCIAL LP | $15.6M | 70,164 | 0.03% | 6q | -75.6%-$48.3M |
| California Public Employees Retirement System | $15.4M | 69,086 | 0.01% | 31q | -12.9%-$2.3M |
| TUDOR INVESTMENT CORP ET AL | $15.1M incl. $1.8M options CALL+PUT | 59,895 | 0.02% | 6q | -25.1%-$5.0M |
| Swiss National Bank | $14.9M | 67,000 | 0.01% | 31q | -12.8%-$2.2M |
| SG Americas Securities, LLC | $14.7M | 66,073 | 0.01% | 6q | -68.9%-$32.5M |
| Vanguard Global Advisers, LLC | $14.7M | 66,059 | 0.01% | 2q | -5.5%-$853.9K |
| CITIGROUP INC | $14.7M incl. $8.3M options PUT | 28,610 | 0.00% | 31q | -35.0%-$7.9M |
| National Philanthropic Trust | $14.0M | 62,931 | 0.20% | 11q | HELD |
| 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% | 26q | -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 incl. $10.0M options CALL+PUT | 18 | 0.04% | 16q | +1700.0%+$9.5M |
| Callahan Advisors, LLC | $10.0M | 45,098 | 0.76% | 3q | +28.3%+$2.2M |
| Verition Fund Management LLC | $9.7M | 43,780 | 0.05% | 9q | +2231.2%+$9.3M |
| 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 incl. $8.1M options CALL+PUT | 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 |
| Caisse de depot et placement du Quebec | $8.7M | 39,200 | 0.01% | 2q | +326.1%+$6.7M |
| Twin Tree Management, LP | $8.7M CALL+PUT | options only | 0.16% | 10q | OPTIONS |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $8.6M | 38,704 | 0.01% | 31q | -14.5%-$1.5M |
| Brevan Howard Capital Management LP | $8.3M CALL | options only | 0.06% | 5q | OPTIONS |
Showing the largest 100 of 642 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-16 | Rodriguez Javier | Chief Executive Officer | Sold | 39,407 | $8.2M |
| 2026-06-15 | Rodriguez Javier | Chief Executive Officer | Sold | 30,000 | $6.3M |
| 2026-06-15 | Waters Kathleen Alyce | Chief Legal & Pub. Affairs Off | Sold | 15,405 | $3.2M ×2 |
| 2026-05-15 | HEARTY JAMES O | Chief Compliance Officer | Sold | 15,000 | $2.9M |
| 2026-05-12 | Maughan David Paul | Chief Operating Officer, DKC | Sold | 13,456 | $2.7M |
| 2026-05-11 | Maughan David Paul | Chief Operating Officer, DKC | Sold | 7,073 | $1.4M |
Ten percent owners and entities
Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-27 | BERKSHIRE HATHAWAY INC | 10% owner | Sold | 382,563 | $69.0M |
| 2026-07-31 | BERKSHIRE HATHAWAY INC | 10% owner | Sold | 182,980 | $36.5M |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 174 | $241.9M | 1,383,561 | 26 | 61 | 32 | 0.0% |
| Q2 2026 | 642 | $13.7B | 59,038,436 | 119 | 181 | 220 | 4.5% |
| Q1 2026 | 587 | $9.8B | 62,088,030 | 119 | 159 | 210 | 2.6% |
| Q4 2025 | 538 | $7.8B | 66,993,682 | 53 | 174 | 208 | 2.8% |
| Q3 2025 | 568 | $9.3B | 67,746,418 | 67 | 135 | 250 | 3.1% |
| Q2 2025 | 597 | $10.4B | 70,888,583 | 60 | 180 | 226 | 3.1% |
| Q1 2025 | 607 | $11.3B | 71,270,074 | 77 | 171 | 227 | 3.7% |
| Q4 2024 | 608 | $11.7B | 73,587,560 | 51 | 157 | 243 | 6.0% |
| Q3 2024 | 611 | $12.8B | 75,075,078 | 81 | 173 | 214 | 4.3% |
| Q2 2024 | 572 | $11.0B | 76,634,320 | 74 | 155 | 208 | 3.3% |
| Q1 2024 | 555 | $11.7B | 80,784,747 | 67 | 159 | 205 | 4.6% |
| Q4 2023 | 544 | $9.0B | 80,762,765 | 56 | 143 | 207 | 6.2% |
| Q3 2023 | 515 | $8.2B | 82,425,324 | 71 | 151 | 173 | 5.0% |
| Q2 2023 | 474 | $8.1B | 78,331,300 | 63 | 138 | 166 | 2.4% |
| Q1 2023 | 444 | $6.5B | 78,234,212 | 39 | 149 | 153 | 2.0% |
| Q4 2022 | 452 | $6.0B | 78,057,321 | 52 | 131 | 175 | 2.7% |
| Q3 2022 | 436 | $13.4B | 231,598,016 | 44 | 112 | 184 | 1.5% |
| Q2 2022 | 460 | $15.5B | 226,563,574 | 53 | 142 | 163 | 2.1% |
| Q1 2022 | 504 | $10.8B | 135,662,188 | 54 | 132 | 201 | 1.9% |
| Q4 2021 | 488 | $12.0B | 103,910,221 | 52 | 118 | 196 | 1.7% |
| Q3 2021 | 507 | $13.6B | 115,296,393 | 42 | 135 | 197 | 1.2% |
| Q2 2021 | 508 | $13.7B | 113,032,453 | 70 | 115 | 208 | 0.9% |
| Q1 2021 | 484 | $16.0B | 147,359,737 | 40 | 117 | 213 | 0.6% |
| Q4 2020 | 523 | $23.4B | 194,409,522 | 69 | 122 | 220 | 1.6% |
| Q3 2020 | 491 | $21.7B | 249,550,114 | 45 | 137 | 210 | 1.4% |
| Q2 2020 | 506 | $20.0B | 291,015,644 | 79 | 161 | 183 | 1.0% |
| Q1 2020 | 482 | $19.5B | 254,767,682 | 83 | 130 | 192 | 0.9% |
| Q4 2019 | 456 | $18.9B | 248,864,380 | 71 | 106 | 173 | 1.1% |
| Q3 2019 | 416 | $17.4B | 297,690,250 | 68 | 86 | 184 | 2.3% |
| Q2 2019 | 402 | $20.8B | 361,179,204 | 37 | 126 | 157 | 2.4% |
| Q1 2019 | 437 | $19.8B | 357,852,303 | 59 | 154 | 137 | 1.7% |
| Q4 2018 | 447 | $19.8B | 376,146,506 | 9 | 6 | 15 | 2.3% |