DVA — DAVITA INC
Index member: S&P 500
As of Q2 2026, 43 SEC-registered investment managers reported holding DVA (DAVITA INC) in their latest 13F filings, with a combined reported value of $9.36B across 42.18M shares. That is -4.0% by share count (-1.75M shares) versus the previous quarter, while reported value moved +38.8%. Ownership is concentrated: the five largest holders account for 83.3% of reported value and the top ten for 90.9%.
Compared with the prior quarter, 4 opened new positions, 19 added to existing stakes, 20 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
DVA is a constituent of the S&P 500 and is classified in the Health Care sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Berkshire Hathaway history | Q2 2026 | 28.88M | $6.43B | 2.15% | Reduce |
| BlackRock Inc history | Q2 2026 | 2.46M | $547.52M | 0.01% | Reduce |
| Vanguard Group history | Q4 2025 | 4.15M | $471.98M | 0.01% | Reduce |
| Morgan Stanley history | Q2 2026 | 1.60M | $356.35M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 1.21M | $269.63M | 0.02% | Reduce |
| Arrowstreet Capital history | Q2 2026 | 889.08K | $197.80M | 0.09% | Reduce |
| Geode Capital Management history | Q2 2026 | 853.60K | $189.56M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 652.00K | $145.06M | 0.01% | Add |
| D. E. Shaw & Co history | Q2 2026 | 648.43K | $144.26M | 0.07% | Add |
| AQR Capital Management history | Q2 2026 | 587.76K | $128.13M | 0.04% | Add |
| Goldman Sachs Group history | Q2 2026 | 463.38K | $103.09M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 454.55K | $101.13M | 0.02% | Reduce |
| Citadel Advisors history | Q2 2026 | 453.66K | $100.93M | 0.01% | Reduce |
| UBS Group AG history | Q2 2026 | 432.10K | $96.13M | 0.01% | Reduce |
| Northern Trust Corp history | Q2 2026 | 382.04K | $85.00M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 365.57K | $81.33M | 0.01% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 344.42K | $76.63M | 0.01% | Reduce |
| Harvard Management Company history | Q2 2024 | 397.74K | $55.12M | 3.33% | New |
| Millennium Management history | Q2 2026 | 223.09K | $49.63M | 0.02% | Add |
| Deutsche Bank AG history | Q2 2026 | 208.36K | $46.36M | 0.01% | Reduce |
New Positions (Q2 2026)
- Balyasny Asset Management 9.60K sh · $2.14M
- JPMorgan Chase & Co 6.20K sh · $1.36M
- Lazard Asset Management 5.19K sh · $1.15M
- Fidelity International (FIL) 1.05K sh · $234.49K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 17.67K sh · $2.72M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkshire Hathaway | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 36.10M | 35.14M | 33.80M | 32.16M | 31.76M | 30.10M | 28.88M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 4.70M | 4.23M | 4.20M | 4.11M | 3.58M | 2.93M | 2.77M | 2.46M |
| Morgan Stanley | 532.16K | 544.07K | 521.53K | 888.63K | 893.60K | 1.23M | 1.26M | 1.32M | 1.22M | 1.30M | 1.22M | 1.31M | 1.43M | 1.46M | 1.33M | 1.55M | 1.41M | 1.48M | 1.67M | 1.60M |
| Invesco Ltd | 1.65M | 1.50M | 1.33M | 1.29M | 1.31M | 1.84M | 1.64M | 1.37M | 1.67M | 1.58M | 1.51M | 1.44M | 1.31M | 1.59M | 1.64M | 1.65M | 1.68M | 1.68M | 1.47M | 1.21M |
| Arrowstreet Capital | 386.53K | 207.84K | 205.06K | 185.59K | — | 3.85K | — | 51.28K | 79.32K | 181.13K | 204.48K | 215.27K | 234.37K | 162.52K | 113.77K | 264.08K | 553.81K | 1.19M | 1.11M | 889.08K |
| Geode Capital Management | 1.18M | 1.19M | 1.18M | 1.17M | 1.14M | 1.14M | 1.17M | 1.20M | 1.20M | 1.23M | 1.27M | 1.26M | 1.16M | 1.15M | 1.19M | 1.11M | 1.02M | 978.79K | 939.78K | 853.60K |
| Bank of America Corp | 271.46K | 420.48K | 373.67K | 654.61K | 298.62K | 161.24K | 213.72K | 110.45K | 129.62K | 506.46K | 473.88K | 452.64K | 677.30K | 319.57K | 301.94K | 191.57K | 275.02K | 361.70K | 241.06K | 652.00K |
| D. E. Shaw & Co | 384.04K | 346.77K | 610.93K | 413.00K | 520.87K | 262.09K | 120.52K | 158.04K | 58.57K | 284.96K | 452.34K | 157.04K | 116.98K | 129.84K | 52.91K | 55.27K | 78.98K | 541.03K | 504.64K | 648.43K |
| AQR Capital Management | 14.35K | 21.97K | 21.93K | 38.58K | 18.27K | 168.47K | 75.97K | 30.47K | 5.54K | 17.47K | 157.73K | 68.52K | 99.29K | 86.99K | 31.20K | 33.39K | 19.44K | 46.44K | 410.01K | 587.76K |
| Goldman Sachs Group | 432.28K | 330.48K | 334.34K | 380.71K | 354.27K | 543.81K | 436.23K | 274.45K | 248.60K | 229.59K | 222.68K | 228.37K | 327.82K | 197.00K | 179.14K | 206.94K | 240.72K | 310.85K | 447.42K | 463.38K |
| BNY Mellon | 596.65K | 614.72K | 585.42K | 607.91K | 573.06K | 536.70K | 513.24K | 509.81K | 486.43K | 470.85K | 448.89K | 446.51K | 417.46K | 381.79K | 376.29K | 353.06K | 338.63K | 252.51K | 457.49K | 454.55K |
| Citadel Advisors | 576.36K | 817.80K | 275.66K | 586.54K | 1.99M | 1.50M | 973.17K | 1.88M | 2.37M | 1.22M | 1.14M | 1.36M | 1.02M | 689.45K | 430.61K | 480.07K | 726.61K | 589.67K | 902.21K | 453.66K |
| UBS Group AG | 75.91K | 122.55K | 137.03K | 346.61K | 285.35K | 508.83K | 629.61K | 924.68K | 575.24K | 177.69K | 244.96K | 114.18K | 148.17K | 830.47K | 625.00K | 711.78K | 694.72K | 507.83K | 793.25K | 432.10K |
| Northern Trust Corp | 850.55K | 795.61K | 744.29K | 694.56K | 667.52K | 649.42K | 634.84K | 721.10K | 834.61K | 770.71K | 731.88K | 724.69K | 658.45K | 740.77K | 890.63K | 717.18K | 635.27K | 469.28K | 413.23K | 382.04K |
| Charles Schwab Investment Management | 641.90K | 592.25K | 587.88K | 595.95K | 519.92K | 542.90K | 555.03K | 549.41K | 563.73K | 540.27K | 558.71K | 546.63K | 501.60K | 489.26K | 468.72K | 445.03K | 398.16K | 378.53K | 383.64K | 365.57K |
| Norges Bank Investment Management | — | — | — | — | — | 1.56M | — | — | — | 349.62K | — | 294.53K | — | 48.79K | — | 231.56K | — | 432.75K | — | 344.42K |
| Millennium Management | 278.10K | 318.76K | 458.45K | 641.44K | 264.44K | 115.22K | 156.38K | 1.59M | 1.88M | 567.79K | 66.40K | 45.15K | 196.24K | 124.48K | 216.17K | 427.26K | 474.04K | 860.08K | 74.71K | 223.09K |
| Deutsche Bank AG | 503.08K | 502.39K | 245.61K | 229.09K | 210.96K | 244.45K | 223.51K | 209.89K | 1.10M | 243.38K | 240.32K | 236.19K | 290.19K | 392.42K | 363.49K | 327.22K | 318.42K | 261.73K | 262.19K | 208.36K |
| CPP Investments | 98.99K | 93.03K | 57.05K | 59.58K | — | 11.30K | — | — | 12.40K | 72.90K | 74.60K | — | 400 | — | — | 300 | 84.40K | 94.40K | 91.42K | 119.02K |
| Amundi US | 253.41K | 280.26K | 260.73K | 268.69K | 202.09K | 659.37K | 606.61K | 472.55K | 489.49K | 691.59K | 528.35K | 282.64K | 206.26K | 446.39K | 517.69K | 458.33K | 405.20K | 120.41K | 115.30K | 116.72K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details