Position in DVA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$10,778,933
+$7,982,851 QoQ
Shares Held
48,449
+166.3% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 625 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in DVA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026LPL Financial LLC holds $112,437,405 across 33 Medical Care Facilities names. DVA ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
62,042 | $24,189,555 | |
| 2 | THC |
Tenet Healthcare Corp
|
75,169 | $14,062,616 | |
| 3 | DVA |
Davita Inc.
This page
|
48,449 | $10,778,933 | |
| 4 | ASTH |
Astrana Health, Inc.
|
221,696 | $10,288,911 | |
| 5 | ENSG |
Ensign Group, Inc
|
62,321 | $9,990,056 | |
| 6 | EHC |
Encompass Health Corp
|
71,738 | $7,251,277 | |
| 7 | UHS |
Universal Health Services Inc
|
35,393 | $5,262,585 | |
| 8 | SNDA |
Sonida Senior Living, Inc.
|
106,773 | $4,356,338 |
All Filings in DVA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,778,933 | 48,449 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,796,082 | 18,193 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,971,247 | 17,351 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $4,880,049 | 36,728 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,757,547 | 19,358 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,858,856 | 18,689 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,051,975 | 13,721 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,042,049 | 18,557 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,165,710 | 15,629 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,228,541 | 16,143 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,689,883 | 16,131 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,517,490 | 16,053 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $992,141 | 9,875 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $754,485 | 9,302 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,364,276 | 31,663 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,611,724 | 31,554 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,426,566 | 17,841 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,833,060 | 16,206 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,954,738 | 17,183 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,068,846 | 17,795 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,995,645 | 16,571 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,284,618 | 11,920 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,580,673 | 13,464 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,101,202 | 12,857 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $745,736 | 9,423 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $542,079 | 7,127 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||