DaVita Inc.
MX ˙ BMV ˙ US23918K1088
SecurityMX:DVA / DaVita Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership18,193 shares
Latest Disclosed Value $ 2,796,082
LPL Financial LLC reports 4.85% increase in ownership of DVA / DaVita Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 18,193 shares of DaVita Inc. (MX:DVA) valued at $2,796,082 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 17,351 shares of DaVita Inc.. This represents a change in shares of 4.85% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F DAVITA COM 23918K108 18,193 842 4.85 2,796 41.86 0.0007
2026-02-11 2025-12-31 13F DAVITA COM 23918K108 17,351 -19,377 -52.76 1,971 -59.61 0.0005
2025-11-12 2025-09-30 13F DAVITA COM 23918K108 36,728 17,370 89.73 4,880 77.00 0.0014
2025-08-12 2025-06-30 13F DAVITA COM 23918K108 19,358 669 3.58 2,758 -3.53 0.0009
2025-05-07 2025-03-31 13F DAVITA COM 23918K108 18,689 4,968 36.21 2,859 39.35 0.0011
2025-02-11 2024-12-31 13F DAVITA COM 23918K108 13,721 -4,836 -26.06 2,052 -32.58 0.0008
2024-11-08 2024-09-30 13F DAVITA COM 23918K108 18,557 2,928 18.73 3,042 40.51 0.0014
2024-08-07 2024-06-30 13F DAVITA COM 23918K108 15,629 -514 -3.18 2,166 -2.83 0.0011
2024-05-10 2024-03-31 13F DAVITA COM 23918K108 16,143 12 0.07 2,229 31.91 0.0012
2024-02-14 2023-12-31 13F DAVITA COM 23918K108 16,131 78 0.49 1,690 11.34 0.0010
2023-11-13 2023-09-30 13F DAVITA COM 23918K108 16,053 6,178 62.56 1,517 52.92 0.0011
2023-07-31 2023-06-30 13F DAVITA COM 23918K108 9,875 573 6.16 992 31.56 0.0007
2023-05-10 2023-03-31 13F DAVITA COM 23918K108 9,302 -22,361 -70.62 754 -68.10 0.0006
2023-02-07 2022-12-31 13F DAVITA COM 23918K108 31,663 109 0.35 2,364 -9.49 0.0020
2022-11-14 2022-09-30 13F DAVITA COM 23918K108 31,554 13,713 76.86 2,612 83.04 0.0025
2022-08-12 2022-06-30 13F DAVITA COM 23918K108 17,841 1,635 10.09 1,427 -22.15 0.0014
2022-05-16 2022-03-31 13F DAVITA COM 23918K108 16,206 -977 -5.69 1,833 -6.24 0.0016
2022-02-14 2021-12-31 13F DAVITA COM 23918K108 17,183 -612 -3.44 1,955 -5.51 0.0016
2021-11-15 2021-09-30 13F DAVITA COM 23918K108 17,795 1,224 7.39 2,069 3.66 0.0019
2021-08-13 2021-06-30 13F DAVITA COM 23918K108 16,571 4,651 39.02 1,996 55.33 0.0020
2021-05-14 2021-03-31 13F DAVITA COM 23918K108 11,920 -1,544 -11.47 1,285 -18.72 0.0015
2021-02-12 2020-12-31 13F DAVITA COM 23918K108 13,464 607 4.72 1,581 43.60 0.0020
2020-11-09 2020-09-30 13F DAVITA COM 23918K108 12,857 3,434 36.44 1,101 47.59 0.0017
2020-08-13 2020-06-30 13F DAVITA COM 23918K108 9,423 2,296 32.22 746 37.64 0.0013
2020-05-14 2020-03-31 13F DAVITA COM 23918K108 7,127 612 9.39 542 10.84 0.0012
2020-02-14 2019-12-31 13F DAVITA COM 23918K108 6,515 1,458 28.83 489 69.20 0.0009
2019-11-13 2019-09-30 13F DAVITA COM 23918K108 5,057 771 17.99 289 19.92 0.0006
2019-08-09 2019-06-30 13F DAVITA COM 23918K108 4,286 4,286 241 0.0005
2019-05-08 2019-03-31 13F DAVITA COM 23918K108 0 -7,242 -100.00 0 -100.00
2019-02-07 2018-12-31 13F DAVITA COM 23918K108 7,242 -646 -8.19 373 -33.98 0.0010
2018-11-14 2018-09-30 13F DAVITA COM 23918K108 7,888 -100 -1.25 565 1.80 0.0014
2018-08-14 2018-06-30 13F DAVITA COM 23918K108 7,988 1,782 28.71 555 35.70 0.0015
2018-05-15 2018-03-31 13F DAVITA COM 23918K108 6,206 6,206 409 0.0011
2017-05-15 2017-03-31 13F DAVITA COM 23918K108 0 -3,502 -100.00 0 -100.00
2017-02-13 2016-12-31 13F DAVITA COM 23918K108 3,502 106 3.12 228 4.59 0.0017
2016-11-16 2016-09-30 13F DAVITA COM 23918K108 3,396 -2,660 -43.92 218 -53.02 0.0021
2016-08-15 2016-06-30 13F DAVITA HEALTHCARE COM 23918K108 6,056 -7,558 -55.52 464 -53.32 0.0039
2016-05-16 2016-03-31 13F DAVITA HEALTHCARE COM 23918K108 13,614 -510 -3.61 994 1.84 0.0028
2016-02-12 2015-12-31 13F DAVITA HEALTHCARE COM 23918K108 14,124 4,978 54.43 976 45.45 0.0027
2015-11-13 2015-09-30 13F DAVITA HEALTHCARE COM 23918K108 9,146 -1,978 -17.78 671 -24.18 0.0037
2015-08-14 2015-06-30 13F DAVITA HEALTHCARE COM 23918K108 11,124 -851 -7.11 885 -7.72 0.0045
2015-05-14 2015-03-31 13F DAVITA HEALTHCARE COM 23918K108 11,975 -1,211 -9.18 959 -4.00 0.0049
2015-02-13 2014-12-31 13F DAVITA HEALTHCARE COM 23918K108 13,186 532 4.20 999 8.47 0.0055
2014-11-10 2014-09-30 13F DAVITA HEALTHCARE COM 23918K108 12,654 -1,884 -12.96 921 -12.37 0.0055
2014-08-05 2014-06-30 13F/A-1 DAVITA HEALTHCARE COM 23918K108 14,538 -1,823 -11.14 1,051 -6.66 0.0061
2014-08-05 2014-06-30 13F DAVITA HEALTHCARE COM 23918K108 14,538 1,693
2014-05-12 2014-03-31 13F DAVITA HEALTHCARE COM 23918K108 16,361 2,949 21.99 1,126 32.47 0.0069
2014-02-13 2013-12-31 13F DAVITA HEALTHCARE COM 23918K108 13,412 1,669 14.21 850 25.74 0.0053
2013-11-04 2013-09-30 13F DAVITA HEALTHCARE COM 23918K108 11,743 5,658 92.98 676 -8.03 0.0045
2013-08-15 2013-06-30 13F DAVITA HEALTHCARE COM 23918K108 6,085 6,085 735 0.0053
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.