DVA
DaVita Inc.
DaVita Inc. operates kidney dialysis clinics with heavy federal revenue dependence ($1.52B in contracts from DoD and VA) and targeted lobbying ($140K in 2024) focused on ESRD Medicare/Medicaid policy.
Govt Dependence
85/100
Regulatory Density
90/100
Lobbying Intensity
60/100
Political Signal
NEUTRAL
BusinessWhat DVA does
DaVita Inc. is a provider of kidney dialysis services for patients with end-stage renal disease (ESRD), generating revenue primarily through government payors like Medicare and Medicaid. The company operates outpatient dialysis centers and provides related lab and administrative services. Its business model is highly sensitive to federal reimbursement rates and health care policy.
12 months past · 3 months futureDVA activity timeline
Congress
buy
sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened
+ added
− trimmed
closed
holds
Bills
past action (this ticker)
upcoming markup (sector)
★ carveout (this ticker)
250 trading days ·
4 congressional trades shown
·
0 insider buys
·
9 13F filings
·
2 past bill actions
·
3 upcoming markups
Executive Branch ConflictsDVA held by Trump-administration officials
1 cabinet/senior official reported DVA positions in OGE Form 278 disclosures across 7 filings.
Donald J. Trump
President · White House
DAVITA INC
Donald J. Trump
President · White House
DAVITA INC
Donald J. Trump
President · White House
DAVITA INC
Donald J. Trump
President · White House
DAVITA INC
Donald J. Trump
President · White House
DAVITA INC
Donald J. Trump
President · White House
DAVITA INC
Donald J. Trump
President · White House
DAVITA INC
Lifetime Government AwardsDVA federal contracts by year
$3.24B
total awarded · 2010–2026
97
contracts on file
2019
peak year ($550M)
Top contracts by award amount
$325.3M
Department of Veterans Affairs
2019-10-01
VA FSC EXPRESS REPORT FY20 COMBINED TOTALS
$279.8M
Department of Veterans Affairs
2021-10-01
EXPRESS REPORT: FY22 TOTALS
$279.5M
Department of Veterans Affairs
2020-10-01
EXPRESS REPORT: FY21 FSC TOTALS
$249.4M
Department of Veterans Affairs
2022-10-01
EXPRESS REPORT: FY 23 NDSC
$205.9M
Department of Veterans Affairs
2024-10-01
EXPRESS REPORT: FY 25 1ST QUARTER NDSC - DAVITA
17 years · 97 contracts
Smart Money · 13F HoldingsHedge funds holding DVA
$2.36T
Total DVA held by tracked 13F funds
6
Funds with DVA positions
Berkshire Hathaway
$2324.87B
-9%
2026-03-31
Renaissance Technologies
$29.08B
+10%
2026-03-31
Two Sigma Investments
$7.55B
+488%
2026-03-31
D.E. Shaw & Co.
$55M
+723%
2025-12-31
Citadel Advisors
$28M
-17%
2025-12-31
Bridgewater Associates
$4M
+31%
2025-12-31
Politicians Trading DVAMembers of Congress with recent DVA positions
2 politicians traded DVA across 6 disclosed transactions totaling $48K (last 730 days).
Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just DVA). 0-30 LOW · 30-60 MID · 60+ HIGH.
Congressional TradesWho in Congress is trading DVA
2025-09-25
Julie Johnson
sale
$1,001 - $15,000
2025-09-25
Julie Johnson
Sale
$1,001 - $15,000
2025-09-05
Ro Khanna
sale
$1,001 - $15,000
2025-09-05
Ro Khanna
Sale
$1,001 - $15,000
2025-05-28
Ro Khanna
Purchase
$1,001 - $15,000
2025-05-28
Ro Khanna
purchase
$1,001 - $15,000
2023-12-14
Jerry Moran
Sale (Full)
$1,001 - $15,000
2023-12-14
Jerry Moran
sale
$1,001 - $15,000
2023-12-12
Tommy Tuberville
sale
$1,001 - $15,000
2023-12-12
Tommy Tuberville
Sale (Full)
$1,001 - $15,000
2023-06-12
Tommy Tuberville
sale
$1,001 - $15,000
2023-06-12
Tommy Tuberville
Sale (Partial)
$1,001 - $15,000
30+ trades on file · most recent 2025-10-07
Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock
Stock awards & option exercises
13
stock awards · $25.0M market value
2026-03-15
Rodriguez Javier
Chief Executive Officer
AWARD
20,900 sh
$3.2M
2026-03-15
BERRY CHRISTOPHER MICHAEL
Chief Accounting Officer
AWARD
3,649 sh
$550K
2026-03-15
Hollar Jason M.
Director
AWARD
332 sh
$50K
2026-03-15
Schechter Adam H
Director
AWARD
332 sh
$50K
2026-03-15
YALE PHYLLIS R
Director
AWARD
332 sh
$50K
2026-03-15
DESOER BARBARA J
Director
AWARD
332 sh
$50K
2026-03-15
Arway Pamela M
Director
AWARD
332 sh
$50K
2026-03-15
Pullin Dennis W
Director
AWARD
332 sh
$50K
For DVA, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.
Bills Affecting DVALive legislation impacting this stock
HR.499 · 119th
To rename the medical center of the Department of Veterans Affairs in Dallas, Texas, as the "Eddie Bernice Johnson VA Medical Cent
HR.498 · 119th
Do No Harm in Medicaid Act
HR.586 · 119th
Vietnam Veterans Liver Fluke Cancer Study Act
HR.372 · 119th
Drug Testing for Welfare Recipients Act
HR.439 · 119th
Veterans Foreign Medical Coverage Equality and Modernization Act of 2025
HR.467 · 119th
Foreign Medical Program Modernization Act of 2025
HR.479 · 119th
Healthy SNAP Act of 2025
HR.241 · 119th
Sergeant Ted Grubbs Mental Healthcare for Disabled Veterans Act
HR.255 · 119th
To name the Department of Veterans Affairs community-based outpatient clinic in Lubbock, Texas, as the "General Bernie Mittemeyer
HR.71 · 119th
Veterans Health Care Freedom Act
Political ProfileWhere DVA sits in Washington
[object Object]
STRUCTURAL: High government dependence ($1.52B federal contracts from DoD/VA per get_government_precedent) and active lobbying on Medicare/Medicaid ESRD policy ($140K in 2024). EVIDENTIARY: No corporate insider buys in 180 days (get_corporate_insider_signal.tier F), mixed congressional trading with sales by Rep. Johnson and Khanna in 2025 (Top congressional traders). Net: Structural reliance on federal policy offset by lack of bullish insider or consistent political buying.
Regulatory ExposureThreats & opportunities
Regulatory threats
-
Changes to Medicare ESRD bundled payment rates, inclusion of oral medications in bundleCenters for Medicare & Medicaid Services (CMS)"get_political_influence.lobbying_patterns[0].lobbying_events and lobbying filings specific_issues reference CMS rules on oral medications in ESRD bundle."
Regulatory opportunities
-
Innovative models for ESRD care coverage, support for workforce shortagesCenters for Medicare & Medicaid Services (CMS)"Lobbying filings specific_issues mention 'encouraging innovative models to support the health care of people with ESRD' and addressing workforce shortages."
Capitol Hill AlliesChampions & critics
Congressional champions
Congressional critics
- No specific congressional critics identified.
LobbyingWho's hired to advocate for DVA
RED+BLUE STRATEGIES · $140K healthcare
Member intelligence layer
Live signals + predictions for DVA — for Founders
The free page above gives you the public record. Members see the real-time intelligence layer on top of it:
- Live 7-layer signal scores when Congress trades DVA
- Bill Pass Index v2 odds for every bill on the watch list
- Iron Triangle alerts (committee × donor × trade)
- SEC Form 4 cluster detection (CEO + CFO + director buys)
- Whale-Opportunity expected-value ranking
- Custom watchlist alerts via email + Discord
Frequently AskedAbout DVA & political exposure
Does DaVita Inc. (DVA) hold federal contracts?
Yes. DaVita Inc. has 97 federal contract awards totaling $3,238,132,880, primarily from agencies including Department of Defense, Department of Health and Human Services, Department of Veterans Affairs. See full contract list and amounts on this page.
Which Trump cabinet officials own DVA stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in DVA on their OGE 278 financial disclosures, including Donald J. Trump. See the Cabinet Conflicts panel for details.
Has Congress traded DVA stock?
88 congressional trades by 8 unique members of Congress, most recently on 2025-09-25. See the Congressional Trading panel for politician-by-politician breakdown.
What is DVA political risk profile?
Government dependence: 85/100. Lobbying intensity: 60/100. Political signal: neutral. Donor party split: R 0% / D 0%.
How does GovGreed track DVA political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. DVA data is updated daily from these official federal sources.