DaVita Ownership

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

Recent Insider Transactions

NYSE:DVA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Sep 24	SellUS$9,861,637	Javier Rodriguez	Individual	59,881	US$165.05
28 Aug 24	SellUS$10,663,371	Joel Ackerman	Individual	68,769	US$155.06
27 Aug 24	SellUS$6,255,892	Javier Rodriguez	Individual	40,119	US$155.93
16 Aug 24	SellUS$6,323,508	Michael Staffieri	Individual	42,119	US$150.17
13 Aug 24	SellUS$1,148,766	Kathleen Waters	Individual	7,857	US$146.21
10 May 24	SellUS$698,214	Barbara Desoer	Individual	5,030	US$138.81
16 Feb 24	SellUS$3,016,730	James Hearty	Individual	25,215	US$119.64

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 DVA?
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	US$5.6b	0%	no data
6.57%	The Vanguard Group, Inc.	5,385,567	US$837.7m	-12.7%	0.01%
5.73%	BlackRock, Inc.	4,698,688	US$730.8m	-4.91%	0.01%
2.94%	State Street Global Advisors, Inc.	2,412,662	US$375.3m	-5.13%	0.01%
2.66%	R Weschler	2,183,180	US$339.6m	0%	no data
1.42%	Geode Capital Management, LLC	1,164,176	US$181.1m	-7.49%	0.01%
1.29%	LSV Asset Management	1,053,829	US$163.9m	-2.84%	0.32%
1.19%	Dimensional Fund Advisors LP	979,277	US$152.3m	-0.28%	0.02%
1.16%	Invesco Capital Management LLC	950,434	US$147.8m	-11.8%	0.06%
1.02%	Javier Rodriguez	837,835	US$130.3m	0%	no data
0.88%	Morgan Stanley, Investment Banking and Brokerage Investments	721,689	US$112.3m	21.2%	0.01%
0.88%	Gates Capital Management, Inc.	721,203	US$112.2m	0%	3.46%
0.85%	Eaton Vance Management	698,395	US$108.6m	-0.86%	0.02%
0.84%	8 Knots Management, LLC	690,722	US$107.4m	-41.5%	14.2%
0.8%	Northern Trust Global Investments	658,448	US$102.4m	-9.14%	0.02%
0.73%	Bank of America Corporation, Asset Management Arm	598,915	US$93.2m	39.7%	0.03%
0.68%	UBS Asset Management AG	556,833	US$86.6m	4.33%	0.01%
0.61%	Charles Schwab Investment Management, Inc.	501,601	US$78.0m	-8.24%	0.01%
0.53%	Legal & General Investment Management Limited	436,137	US$67.8m	0.96%	0.01%
0.53%	Citadel Advisors LLC	433,789	US$67.5m	-15.6%	0.07%
0.5%	BNY Asset Management	407,513	US$63.4m	-6.64%	0.01%
0.48%	Pacific Investment Management Company LLC	390,611	US$60.8m	2.75%	0.21%
0.44%	Invesco Ltd.	363,827	US$56.6m	1.2%	0.01%
0.42%	JPMorgan Chase & Co, Brokerage and Securities Investments	344,923	US$53.6m	34.6%	0.02%
0.38%	KBC Asset Management NV	313,519	US$48.8m	27.3%	0.09%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/27 05:51
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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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