DaVita Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:TRL Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Sep 24	Sell€8,865,612	Javier Rodriguez	Individual	59,881	€148.38
28 Aug 24	Sell€9,582,105	Joel Ackerman	Individual	68,769	€139.34
27 Aug 24	Sell€5,603,402	Javier Rodriguez	Individual	40,119	€139.67
16 Aug 24	Sell€5,753,127	Michael Staffieri	Individual	42,119	€136.62
13 Aug 24	Sell€1,048,709	Kathleen Waters	Individual	7,857	€133.47
10 May 24	Sell€648,292	Barbara Desoer	Individual	5,030	€128.89
16 Feb 24	Sell€2,800,129	James Hearty	Individual	25,215	€111.05

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of TRL?
Owner Type	Number of Shares	Ownership Percentage
State or Government	78,483	0.0957%
General Public	2,617,570	3.19%
Individual Insiders	3,521,509	4.29%
Public Companies	36,095,570	44%
Institutions	39,686,868	48.4%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 77.56% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
44%	Berkshire Hathaway Inc.	36,095,570	€5.4b	0%	no data
6.57%	The Vanguard Group, Inc.	5,385,567	€803.4m	-12.7%	0.01%
5.73%	BlackRock, Inc.	4,698,688	€700.9m	-4.91%	0.01%
2.94%	State Street Global Advisors, Inc.	2,412,662	€359.9m	-5.13%	0.01%
2.66%	R Weschler	2,183,180	€325.7m	0%	no data
1.42%	Geode Capital Management, LLC	1,164,176	€173.7m	-7.49%	0.01%
1.29%	LSV Asset Management	1,053,829	€157.2m	-2.84%	0.32%
1.19%	Dimensional Fund Advisors LP	979,277	€146.1m	-0.28%	0.02%
1.16%	Invesco Capital Management LLC	950,434	€141.8m	-11.8%	0.06%
1.02%	Javier Rodriguez	837,835	€125.0m	0%	no data
0.88%	Morgan Stanley, Investment Banking and Brokerage Investments	721,689	€107.7m	21.2%	0.01%
0.88%	Gates Capital Management, Inc.	721,203	€107.6m	0%	3.46%
0.85%	Eaton Vance Management	698,395	€104.2m	-0.86%	0.02%
0.84%	8 Knots Management, LLC	690,722	€103.0m	-41.5%	14.2%
0.8%	Northern Trust Global Investments	658,448	€98.2m	-9.14%	0.02%
0.73%	Bank of America Corporation, Asset Management Arm	598,915	€89.3m	39.7%	0.03%
0.68%	UBS Asset Management AG	556,833	€83.1m	4.33%	0.01%
0.61%	Charles Schwab Investment Management, Inc.	501,601	€74.8m	-8.24%	0.01%
0.53%	Legal & General Investment Management Limited	436,137	€65.1m	0.96%	0.01%
0.53%	Citadel Advisors LLC	433,789	€64.7m	-15.6%	0.07%
0.5%	BNY Asset Management	407,513	€60.8m	-6.64%	0.01%
0.48%	Pacific Investment Management Company LLC	390,611	€58.3m	2.75%	0.21%
0.44%	Invesco Ltd.	363,827	€54.3m	1.2%	0.01%
0.42%	JPMorgan Chase & Co, Brokerage and Securities Investments	344,923	€51.5m	34.6%	0.02%
0.38%	KBC Asset Management NV	313,519	€46.8m	27.3%	0.09%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 20:50
End of Day Share Price	2024/12/27 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

DaVita Inc. is covered by 37 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephan Gasteyger	Atlantic Equities LLP
Brian Williams	Avondale Partners
Matthew Gillmor	Baird