DaVita Ownership | Who Owns DaVita?
DaVita Ownership Summary
DaVita is owned by 87.45% institutional investors, 49.55% insiders. Berkshire hathaway is the largest institutional shareholder, holding 43.11% of DVA shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 1.67% of its assets in DaVita shares.
DVA Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | DaVita | 87.45% | 49.55% | -37.01% |
Sector | Healthcare Stocks | 57.39% | 9.93% | 32.68% |
Industry | Medical Care Facilities Stocks | 62.70% | 12.86% | 24.43% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Berkshire hathaway | 36.10M | 43.11% | $5.40B |
Vanguard group | 5.21M | 6.23% | $779.88M |
Blackrock | 4.94M | 5.63% | $684.70M |
Blackrock funding, inc. /de | 4.23M | 5.06% | $633.10M |
State street | 2.34M | 2.80% | $350.51M |
Invesco | 1.59M | 1.90% | $237.72M |
Morgan stanley | 1.31M | 1.49% | $181.25M |
Geode capital management | 1.15M | 1.37% | $171.52M |
Lsv asset management | 1.03M | 1.23% | $153.80M |
Dimensional fund advisors lp | 902.42K | 1.08% | $134.96M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
8 knots management | 680.88K | 10.19% | $101.83M |
Doma perpetual capital management | 105.88K | 7.88% | $15.83M |
Iron triangle partners lp | 260.42K | 4.29% | $38.95M |
Speece thorson capital group | 105.42K | 3.11% | $15.77M |
Stolper | 42.84K | 2.13% | $6.41M |
Berkshire hathaway | 36.10M | 2.02% | $5.40B |
Gates capital management | 717.51K | 2.01% | $107.30M |
Inlet private wealth | 39.94K | 1.58% | $5.97M |
Chase investment counsel | 32.76K | 1.57% | $4.90M |
Promethos capital | 29.40K | 1.55% | $4.40M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Ubs group | 755.57K | 0.02% | 607.40K |
Epoch investment partners | 368.44K | 0.27% | 368.44K |
Holocene advisors, lp | 302.15K | 0.14% | 302.15K |
Invesco | 1.59M | 0.04% | 275.28K |
Iron triangle partners lp | 260.42K | 4.29% | 260.42K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Blackrock funding, inc. /de | 4.23M | 0.01% | -465.29K |
Harvard management | - | - | -397.74K |
Jpmorgan chase | 229.57K | 0.00% | -379.51K |
Junto capital management lp | - | - | -239.73K |
Renaissance | - | - | -192.60K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Epoch investment partners | 368.44K | 0.27% | 368.44K | $55.10M |
Holocene advisors, lp | 302.15K | 0.14% | 302.15K | $45.19M |
Iron triangle partners lp | 260.42K | 4.29% | 260.42K | $38.95M |
Norges bank | 48.79K | 0.00% | 48.79K | $7.30M |
Point72 (difc) | 43.80K | 0.24% | 43.80K | $6.55M |
Sold Out
Holder | Change |
---|---|
Advisornet financial | -1.00 |
Financial gravity asset management | -3.00 |
Wr wealth planners | -4.00 |
Opal wealth advisors | -4.00 |
Wetzel investment advisors | -4.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 609 | -3.49% | 73,216,508 | -1.47% | 87 | 1.11% | 253 | -8.00% | 233 | 4.48% |
Sep 30, 2024 | 627 | 7.36% | 74,247,736 | -2.24% | 88 | 1.16% | 273 | 12.81% | 220 | 1.38% |
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% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Vanguard US Total Market Shares ETF | 1.34M | 1.67% | -196.25K |
Vanguard Total Stock Mkt Idx Inv | 1.27M | 1.65% | -26.90K |
Vanguard Institutional 500 Index Trust | 1.22M | 1.53% | -28.04K |
Vanguard Small Cap Index | 998.37K | 1.25% | -48.43K |
Invesco S&P 500® Equal Weight ETF | 997.07K | 1.25% | 2.14K |
Vanguard Small Cap Value Index Inv | 647.12K | 0.81% | -42.25K |
Fidelity 500 Index | 564.85K | 0.71% | 2.52K |
SPDR® S&P 500 ETF | 547.33K | 0.68% | -22.63K |
iShares Core S&P 500 ETF | 536.86K | 0.67% | 1.56K |
SPDR® S&P 500® ETF Trust | 532.75K | 0.67% | -2.81K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Feb 14, 2025 | BERKSHIRE HATHAWAY INC | - | Sell | $11.93M |
Feb 14, 2025 | BERKSHIRE HATHAWAY INC | - | Sell | $5.15M |
Feb 14, 2025 | BERKSHIRE HATHAWAY INC | - | Sell | $5.31M |
Feb 14, 2025 | BERKSHIRE HATHAWAY INC | - | Sell | $4.56M |
Feb 14, 2025 | BERKSHIRE HATHAWAY INC | - | Sell | $14.23M |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | - | 19 |
2024 Q4 | - | - |
2024 Q3 | - | 9 |
2024 Q2 | - | 1 |
2024 Q1 | - | 5 |
DVA Ownership FAQ
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