DaVita Inc.
MX ˙ BMV ˙ US23918K1088
SecurityMX:DVA / DaVita Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership330 shares
Latest Disclosed Value $ 50,718
IFP Advisors, Inc reports 35.80% increase in ownership of DVA / DaVita Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 330 shares of DaVita Inc. (MX:DVA) valued at $50,718 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 243 shares of DaVita Inc.. This represents a change in shares of 35.80% 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)
2026-04-13 2026-03-31 13F DAVITA cs 23918K108 330 87 35.80 51 85.19 0.0011
2026-02-06 2025-12-31 13F DAVITA cs 23918K108 243 -725 -74.90 28 -78.91 0.0006
2026-02-06 2025-09-30 13F/A-1 DAVITA cs 23918K108 968 3 0.31 129 -7.25 0.0033
2025-12-02 2025-09-30 13F DAVITA cs 23918K108 795 -170 152 0.0039
2025-07-24 2025-06-30 13F DAVIT A cs 23918K108 965 -15 -1.53 139 -7.38 0.0040
2025-05-05 2025-03-31 13F DAVITA cs 23918K108 980 -45 -4.39 150 -2.61 0.0046
2025-02-04 2024-12-31 13F DAVITA cs 23918K108 1,025 2 0.20 153 -8.38 0.0050
2025-02-04 2024-09-30 13F DAVITA cs 23918K108 1,023 123 13.67 168 34.68 0.0060
2024-07-30 2024-06-30 13F DAVITA cs 23918K108 900 713 381.28 125 396.00 0.0050
2024-07-30 2024-03-31 13F DAVITA cs 23918K108 187 -104 -35.74 26 -16.67 0.0011
2024-01-09 2023-12-31 13F DAVITA cs 23918K108 291 133 84.18 31 114.29 0.0014
2023-10-12 2023-09-30 13F DAVITA cs 23918K108 158 39 32.77 15 27.27 0.0007
2023-08-14 2023-06-30 13F/A-1 DAVITA cs 23918K108 119 -433 -78.44 12 -70.27 0.0005
2023-08-04 2023-06-30 13F DAVITA cs 23918K108 119 -433 8 0.0004
2023-04-18 2023-03-31 13F DAVITA cs 23918K108 552 -359 -39.41 37 0.0016
2023-02-07 2022-12-31 13F DAVITA cs 23918K108 911 -711 -43.83 0 -100.00 0.0018
2022-11-08 2022-09-30 13F DAVITA cs 23918K108 1,622 4 0.25 118 0.85 0.0031
2022-09-06 2022-06-30 13F/A-1 DAVITA cs 23918K108 1,618 0 0.00 117 0.00 0.0038
2022-09-06 2022-03-31 13F/A-1 DAVITA cs 23918K108 1,618 1,487 1,135.11 117 680.00 0.0038
2022-08-08 2022-03-31 13F DAVITA INC COM Stock 23918K108 131 0 9 0.0002
2022-01-12 2021-12-31 13F DAVITA INC COM Stock 23918K108 131 19 16.96 15 7.14 0.0003
2021-10-06 2021-09-30 13F DAVITA INC COM Stock 23918K108 112 0 0.00 14 0.00 0.0003
2021-07-13 2021-06-30 13F DAVITA INC COM Stock 23918K108 112 93 489.47 14 600.00 0.0003
2021-04-30 2021-03-31 13F DAVITA INC COM Stock 23918K108 19 -922 -97.98 2 -98.31 0.0000
2021-01-25 2020-12-31 13F DAVITA INC COM Stock 23918K108 941 -263 -21.84 118 16.83 0.0048
2020-10-29 2020-09-30 13F DAVITA INC COM Stock 23918K108 1,204 60 5.24 101 16.09 0.0060
2020-08-05 2020-06-30 13F DAVITA INC COM Stock 23918K108 1,144 629 122.14 87 128.95 0.0069
2020-05-12 2020-03-31 13F DAVITA INC COM Stock 23918K108 515 188 57.49 38 65.22 0.0038
2020-01-17 2019-12-31 13F DAVITA INC COM Stock 23918K108 327 -48 -12.80 23 0.00 0.0017
2019-11-07 2019-09-30 13F DAVITA INC COM Stock 23918K108 375 -21 -5.30 23 4.55 0.0015
2019-05-15 2019-03-31 13F DAVITA Stock 23918K108 396 -257 -39.36 22 -33.33 0.0030
2019-06-03 2018-12-31 13F/A-10 DAVITA INC COM Stock 23918K108 653 -107 -14.08 33 -38.89 0.0020
2019-01-23 2018-12-31 13F DAVITA INC COM Stock 23918K108 653 -107 33 0.0020
2019-06-03 2018-09-30 13F/A-9 DAVITA INC COM Stock 23918K108 760 72 10.47 54 12.50 0.0022
2018-10-25 2018-09-30 13F DAVITA INC COM Stock 23918K108 760 72 54 0.0022
2019-06-03 2018-06-30 13F/A-8 DAVITA INC COM Stock 23918K108 688 2 0.29 48 -4.00 0.0020
2018-08-07 2018-06-30 13F DAVITA INC COM Stock 23918K108 688 225 48
2019-06-03 2018-03-31 13F/A-7 DAVITA INC COM Stock 23918K108 686 0 0.00 50 0.00 0.0023
2018-05-09 2018-03-31 13F DAVITA INC COM Stock 23918K108 463 -223 31
2019-06-03 2017-12-31 13F/A-6 DAVITA INC COM Stock 23918K108 686 -200 -22.57 50 -5.66 0.0023
2018-01-24 2017-12-31 13F DAVITA INC COM Stock 23918K108 686 -200 50
2017-10-30 2017-09-30 13F DAVITA INC COM Stock 23918K108 886 -59 -6.24 53 -13.11 0.0021
2019-06-03 2017-06-30 13F/A-5 DAVITA INC COM Stock 23918K108 945 -400 -29.74 61 -32.97 0.0026
2017-07-31 2017-06-30 13F DAVITA INC COM Stock 23918K108 945 -400 61
2019-06-03 2017-03-31 13F/A-4 DAVITA INC COM Stock 23918K108 1,345 297 28.34 91 35.82 0.0040
2017-04-26 2017-03-31 13F DAVITA INC COM Stock 23918K108 1,345 297 91
2019-06-03 2016-12-31 13F/A-3 DAVITA INC COM Stock 23918K108 1,048 -135 -11.41 67 -14.10 0.0032
2017-02-14 2016-12-31 13F DAVITA INC COM Stock 23918K108 1,048 -135 67
2016-11-04 2016-09-30 13F DAVITA INC COM Stock 23918K108 1,183 57 5.06 78 -10.34 0.0041
2019-06-03 2016-06-30 13F/A-2 DAVITA HEALTHCARE PARTNERS INC COM Stock 23918K108 1,126 730 184.34 87 295.45 0.0049
2016-08-22 2016-06-30 13F DAVITA HEALTHCARE PARTNERS INC COM Stock 23918K108 1,126 730 87
2019-06-03 2016-03-31 13F/A-1 DAVITA Stock 23918K108 396 -592 -59.92 22 -68.12 0.0030
2016-05-02 2016-03-31 13F DAVITA HEALTHCARE PARTNERS INC COM Stock 23918K108 1,059 71 78
2016-02-11 2015-12-31 13F DAVITA HEALTHCARE PARTNERS INC COM Stock 23918K108 988 988 69 0.0046
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.