DAVITA INC DVA
COM · Common Stock · CUSIP 23918K108 · ISIN US23918K1088
Renal dialysis center chain based in the United States
- SectorHealth care
- IndustryServices-Misc Health & Allied Services, NEC
- HeadquartersDenver, CO
- Founded1994
- Websitedavita.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($23.3m this quarter). Holder counts are more reliable. Shares outstanding: 80.0m as of 2025-01-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $149.59. Options: 19 managers hold calls ($148.9m notional), 22 hold puts ($535.3m).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 443 |
| Q4 2022 | 446 |
| Q1 2023 | 444 |
| Q2 2023 | 472 |
| Q3 2023 | 506 |
| Q4 2023 | 537 |
| Q1 2024 | 545 |
| Q2 2024 | 560 |
| Q3 2024 | 601 |
| Q4 2024 | 598 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 197 | 204 |
| Q2 2023 | 208 | 211 |
| Q3 2023 | 224 | 221 |
| Q4 2023 | 208 | 258 |
| Q1 2024 | 239 | 261 |
| Q2 2024 | 243 | 276 |
| Q3 2024 | 264 | 273 |
| Q4 2024 | 219 | 326 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $306.0m | $232.3m | 0.76 |
| Q2 2024 | $225.5m | $137.4m | 0.61 |
| Q3 2024 | $243.6m | $313.3m | 1.29 |
| Q4 2024 | $148.9m | $535.3m | 3.60 |
Biggest buyers
| UBS Group AG | Added | +607.4k |
| Epoch Investment Partners, Inc. | New | +368.4k |
| Holocene Advisors, LP | New | +302.2k |
| Invesco Ltd. | Added | +275.3k |
| Iron Triangle Partners LP | New | +260.4k |
| Amundi | Added | +240.1k |
| Bridgewater Associates, LP | Added | +179.7k |
| TD Asset Management Inc | Added | +160.0k |
| Skandinaviska Enskilda Banken AB (publ) | Added | +116.8k |
| DEUTSCHE BANK AG\ | Added | +102.2k |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -941.6k |
| BlackRock, Inc. | Reduced | -465.3k |
| BANK OF AMERICA CORP /DE/ | Reduced | -431.6k |
| CITADEL ADVISORS LLC | Reduced | -332.3k |
| Junto Capital Management LP | Sold out | -239.7k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -192.6k |
| Qube Research & Technologies Ltd | Reduced | -184.9k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -181.3k |
| VANGUARD GROUP INC | Reduced | -170.8k |
| HRT FINANCIAL LP | Sold out | -164.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $51.0m341.3k shares |
| CITADEL ADVISORS LLC | Added | $48.3m322.8k shares |
| JANE STREET GROUP, LLC | Reduced | $10.8m72.3k shares |
| WOLVERINE TRADING, LLC | Added | $10.0m66.8k shares |
| IMC-Chicago, LLC | Reduced | $5.6m37.3k shares |
| SIMPLEX TRADING, LLC | Reduced | $3.8m25.7k shares |
| Walleye Trading LLC | Added | $3.6m24.1k shares |
| GROUP ONE TRADING LLC | Reduced | $3.5m23.7k shares |
| Squarepoint Ops LLC | Added | $3.1m20.6k shares |
| Walleye Capital LLC | Reduced | $2.6m17.1k shares |
Biggest puts
| Select Equity Group, L.P. | Added | $384.4m2.6m shares |
| CITADEL ADVISORS LLC | Reduced | $39.7m265.2k shares |
| BANK OF AMERICA CORP /DE/ | Added | $18.8m126.0k shares |
| CITIGROUP INC | Added | $17.5m117.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $16.4m109.8k shares |
| NOMURA HOLDINGS INC | Reduced | $9.9m66.1k shares |
| UBS Group AG | New | $9.6m63.9k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Unchanged | $8.5m56.8k shares |
| BARCLAYS PLC | Unchanged | $8.2m55.0k shares |
| JANE STREET GROUP, LLC | Reduced | $5.0m33.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BERKSHIRE HATHAWAY INC 13D · may seek influence filed 2025-02-13 | 45.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 1 | $167.6k | — |
| Q2 2023 | 0 | — | 5 | $4.3m | — |
| Q3 2023 | 0 | — | 1 | $997.1k | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 4 | $17.5m | — |
| Q2 2024 | 0 | — | 1 | $698.2k | — |
| Q3 2024 | 0 | — | 4 | $34.3m | — |
| Q4 2024 | 0 | — | 0 | — | — |
None reported in Q4 2024.
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 2.02% of their portfolio | 36.1m $5.4bn | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 5.2m $779.9m | Reduced -170.8k |
| BlackRock, Inc. 0.01% of their portfolio | 4.2m $633.1m | Reduced -465.3k |
| STATE STREET CORP 0.01% of their portfolio | 2.3m $350.5m | Reduced -68.9k |
| Invesco Ltd. 0.04% of their portfolio | 1.6m $237.7m | Added +275.3k |
| MORGAN STANLEY 0.02% of their portfolio | 1.5m $217.7m | Added +27.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 1.1m $171.5m | Reduced -14.4k |
| LSV ASSET MANAGEMENT 0.36% of their portfolio | 1.0m $153.8m | Reduced -25.4k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 902.4k $135.0m | Reduced -76.9k |
| UBS Group AG 0.03% of their portfolio | 755.6k $113.0m | Added +607.4k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 740.8k $110.8m | Added +82.3k |
| Gates Capital Management, Inc. 3.16% of their portfolio | 717.5k $107.3m | Reduced -3.7k |
| 8 KNOTS MANAGEMENT, LLC 10.19% of their portfolio | 680.9k $101.8m | Reduced -9.8k |
| Allianz Asset Management GmbH 0.12% of their portfolio | 534.1k $79.9m | Reduced -16.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 489.3k $73.2m | Reduced -12.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 466.0k $69.7m | Added +57.4k |
| Amundi 0.02% of their portfolio | 446.4k $68.7m | Added +240.1k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 392.4k $58.7m | Added +102.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 381.8k $57.1m | Reduced -35.7k |
| Epoch Investment Partners, Inc. 0.27% of their portfolio | 368.4k $55.1m | New |
| Legal & General Group Plc 0.01% of their portfolio | 353.0k $52.8m | Reduced -5.0k |
| KBC Group NV 0.13% of their portfolio | 316.2k $47.3m | Added +2.6k |
| Holocene Advisors, LP 0.15% of their portfolio | 302.2k $45.2m | New |
| NORDEA INVESTMENT MANAGEMENT AB 0.04% of their portfolio | 264.5k $39.7m | Added +12.3k |
| Iron Triangle Partners LP 4.54% of their portfolio | 260.4k $38.9m | New |
| Bridgewater Associates, LP 0.16% of their portfolio | 240.0k $35.9m | Added +179.7k |
| ARIEL INVESTMENTS, LLC 0.38% of their portfolio | 235.1k $35.2m | Reduced -9.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 229.6k $34.3m | Reduced -941.6k |
| FIRST TRUST ADVISORS LP 0.03% of their portfolio | 226.9k $33.9m | Reduced -17.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.60% of their portfolio | 222.0k $33.2m | Reduced -16.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 204.1k $30.5m | Reduced -73.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 196.8k $29.4m | Added +84.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 193.6k $28.9m | Reduced -431.6k |
| Squarepoint Ops LLC 0.07% of their portfolio | 190.5k $28.5m | Added +70.1k |
| Andra AP-fonden 0.45% of their portfolio | 185.9k $27.8m | Reduced -18.1k |
| Aberdeen Group plc 0.05% of their portfolio | 182.7k $27.3m | Reduced -6.4k |
| Jefferies Financial Group Inc. 0.29% of their portfolio | 174.9k $26.2m | Added +38.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 173.7k $26.0m | Reduced -130.8k |
| TD Asset Management Inc 0.02% of their portfolio | 172.7k $25.8m | Added +160.0k |
| FMR LLC 0.00% of their portfolio | 170.3k $25.5m | Reduced -7.1k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.02% of their portfolio | 162.5k $24.3m | Reduced -71.8k |
| Skandinaviska Enskilda Banken AB (publ) 0.11% of their portfolio | 162.2k $24.3m | Added +116.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 153.8k $23.0m | Added +80.8k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 147.3k $22.0m | Added +14.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 134.1k $20.1m | Reduced -18.5k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.05% of their portfolio | 132.5k $19.8m | Reduced -31.5k |
| BI Asset Management Fondsmaeglerselskab A/S 0.21% of their portfolio | 131.9k $19.7m | Added +79.7k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 131.5k $19.7m | Reduced -51.9k |
| Gotham Asset Management, LLC 0.19% of their portfolio | 131.3k $19.6m | Added +45.9k |
| Swiss National Bank 0.01% of their portfolio | 130.3k $19.5m | Reduced -25.9k |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 128.5k $19.2m | Added +17.0k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 126.1k $18.9m | Added +65.2k |
| CREDIT AGRICOLE S A 0.06% of their portfolio | 126.1k $18.9m | Added +10.3k |
| STOREBRAND ASSET MANAGEMENT AS 0.06% of their portfolio | 126.1k $18.9m | Added +5.6k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 124.5k $18.6m | Reduced -57.1k |
| D. E. Shaw & Co., Inc. 0.02% of their portfolio | 119.8k $17.9m | Added +12.9k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.05% of their portfolio | 112.7k $16.9m | Reduced -1.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 112.3k $16.8m | Reduced -41.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 110.8k $16.6m | Reduced -181.3k |
| Moran Wealth Management, LLC 0.53% of their portfolio | 110.3k $16.5m | Added +55.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio | 110.0k $16.4m | Reduced -16.1k |
| Brandywine Global Investment Management, LLC 0.12% of their portfolio | 108.3k $16.2m | Added +44.0k |
| Doma Perpetual Capital Management LLC 7.88% of their portfolio | 105.9k $15.8m | Unchanged |
| SPEECE THORSON CAPITAL GROUP INC 3.11% of their portfolio | 105.4k $15.8m | Reduced -641 |
| PINEBRIDGE INVESTMENTS, L.P. 0.12% of their portfolio | 104.3k $15.6m | Reduced -7.6k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 101.5k $15.2m | Reduced -332.3k |
| BARCLAYS PLC 0.01% of their portfolio | 100.7k $15.1m | Reduced -94.2k |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.09% of their portfolio | 95.4k $14.3m | Added +57.9k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 90.8k $13.6m | Added +61.7k |
| Boston Partners 0.02% of their portfolio | 89.5k $13.4m | Added +29.4k |
| Railway Pension Investments Ltd 0.18% of their portfolio | 88.9k $13.3m | Added +1.6k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 87.0k $13.0m | Reduced -12.3k |
| CANADA LIFE ASSURANCE Co 0.02% of their portfolio | 80.0k $11.9m | Reduced -21.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 79.5k $12.1m | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 76.1k $11.4m | First filing |
| Assenagon Asset Management S.A. 0.02% of their portfolio | 74.6k $11.2m | Added +49.9k |
| HENNESSY ADVISORS INC 0.33% of their portfolio | 73.3k $11.0m | Added +4.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 70.4k $10.5m | Reduced -4.9k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 70.3k $10.5m | Added +59.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 65.9k $9.9m | Reduced -19.6k |
| National Philanthropic Trust 0.14% of their portfolio | 62.9k $9.4m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 62.8k $9.4m | Reduced -25.8k |
| SHELTON CAPITAL MANAGEMENT 0.23% of their portfolio | 61.8k $9.2m | Reduced -14.9k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 58.1k $8.7m | Reduced -1.1k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 56.5k $8.5m | Added +1.6k |
| Empowered Funds, LLC 0.12% of their portfolio | 55.7k $8.3m | Added +49.9k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 53.4k $8.0m | Reduced -490 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 51.2k $7.7m | Reduced -50.7k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 50.9k $7.6m | Reduced -15.6k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 49.4k $7.4m | Reduced -5.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 48.9k $7.3m | Reduced -1.4k |
| NORGES BANK 0.00% of their portfolio | 48.8k $7.3m | Reduced -1.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 48.7k $7.3m | Reduced -7.5k |
| Cinctive Capital Management LP 0.37% of their portfolio | 46.4k $6.9m | Reduced -15.2k |
| GHP Investment Advisors, Inc. 0.31% of their portfolio | 44.1k $6.6m | Reduced -1.6k |
| Point72 (DIFC) Ltd 0.59% of their portfolio | 43.8k $6.6m | New |
| Quantbot Technologies LP 0.24% of their portfolio | 43.7k $6.5m | Reduced -10.8k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 43.3k $6.5m | Added +4.0k |
| Persistent Asset Partners Ltd 6.51% of their portfolio | 43.1k $7.6m | First filing |
| Stolper Co 2.13% of their portfolio | 42.8k $6.4m | Reduced -14 |