Who owns DaVita (DVA)
Which tracked institutional funds hold DVA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See DVA company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
236 tracked funds added or opened DVA while 92 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
DVA’s largest tracked holder by dollar value, BERKSHIRE HATHAWAY INC, sizes it at 2.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in DVA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 586 tracked filers holding DVA, 292 increased or opened the position and 318 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in DVA between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 33
- Holocene Advisors, LP$53M
- Candriam S.C.A.$13M
- Jupiter Topco LLC$9M
- Counterpoint Mutual Funds LLC$7M
- Tredje AP-fonden$7M
- Wakefield Asset Management LLLP$6M
Full exits 51
- LSV ASSET MANAGEMENT$143M
- Freestone Grove Partners LP$48M
- HRT FINANCIAL LP$44M
- KBC Group NV$39M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$35M
- SG Americas Securities, LLC$33M
Largest adds
- BERKSHIRE HATHAWAY INC$1.8B
- BlackRock, Inc.$344M
- VANGUARD CAPITAL MANAGEMENT LLC$132M
- NEUBERGER BERMAN GROUP LLC$124M
- BANK OF AMERICA CORP /DE/$108M
- MORGAN STANLEY$100M
Largest trims
- CITADEL ADVISORS LLC$66M
- Woodline Partners LP$47M
- UBS Group AG$32M
- RENAISSANCE TECHNOLOGIES LLC$28M
- Squarepoint Ops LLC$14M
- Doma Perpetual Capital Management LLC$13M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC trimmed | 28,880,209 | $6.4B | 52.7% | 2026-Q2 |
| BlackRock, Inc. added | 2,460,987 | $548M | 4.5% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 2,101,425 | $468M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,601,710 | $356M | 2.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 1,377,914 | $307M | 2.5% | 2026-Q2 |
| STATE STREET CORP trimmed | 1,323,019 | $294M | 2.4% | 2026-Q2 |
| Invesco Ltd. trimmed | 1,211,917 | $270M | 2.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,137,814 | $253M | 2.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 925,579 | $206M | 1.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 889,082 | $198M | 1.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 853,602 | $190M | 1.6% | 2026-Q2 |
| Gates Capital Management, Inc. trimmed | 688,136 | $153M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 651,999 | $145M | 1.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 640,827 | $143M | 1.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 587,758 | $128M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 463,381 | $103M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 454,545 | $101M | 0.8% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 395,687 | $87M | 0.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 382,037 | $85M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 365,569 | $81M | 0.7% | 2026-Q2 |
| NORGES BANK added | 344,422 | $77M | 0.6% | 2026-Q2 |
| UBS Group AG trimmed | 305,199 | $68M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 281,140 | $63M | 0.5% | 2026-Q2 |
| Holocene Advisors, LP added | 237,665 | $53M | 0.4% | 2026-Q2 |
| Tidal Investments LLC trimmed | 217,828 | $48M | 0.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 214,787 | $48M | 0.4% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 208,362 | $46M | 0.4% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 203,910 | $45M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 200,781 | $44M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 199,862 | $44M | 0.4% | 2026-Q2 |
| BARCLAYS PLC added | 195,122 | $43M | 0.4% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 186,227 | $41M | 0.3% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 180,396 | $40M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 163,580 | $36M | 0.3% | 2026-Q2 |
| Doma Perpetual Capital Management LLC trimmed | 159,668 | $36M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 153,548 | $34M | 0.3% | 2026-Q2 |
| TODD ASSET MANAGEMENT LLC trimmed | 146,969 | $33M | 0.3% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 143,884 | $32M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 135,906 | $30M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 126,765 | $28M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 119,024 | $26M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 118,563 | $26M | 0.2% | 2026-Q2 |
| FMR LLC added | 114,507 | $25M | 0.2% | 2026-Q2 |
| Davidson Kempner Capital Management LP added | 113,098 | $25M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 105,999 | $24M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 103,725 | $23M | 0.2% | 2026-Q2 |
| Woodline Partners LP trimmed | 102,807 | $23M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 102,272 | $23M | 0.2% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 98,425 | $22M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO added | 94,903 | $21M | 0.2% | 2026-Q2 |
| Legal & General Group Plc trimmed | 90,009 | $20M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 87,811 | $20M | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 86,646 | $19M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 79,500 | $18M | 0.1% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 77,094 | $17M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 73,947 | $16M | 0.1% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 69,086 | $15M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 67,000 | $15M | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 66,059 | $15M | 0.1% | 2026-Q2 |
| National Philanthropic Trust | 62,931 | $14M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 59,895 | $13M | 0.1% | 2026-Q2 |
| DANSKE BANK A/S added | 58,943 | $13M | 0.1% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 58,534 | $13M | 0.1% | 2026-Q2 |
| Candriam S.C.A. added | 57,263 | $13M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 54,925 | $12M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 51,693 | $12M | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 51,152 | $11M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 48,449 | $11M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 47,656 | $11M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 45,324 | $10M | 0.1% | 2026-Q2 |
| Callahan Advisors, LLC added | 45,098 | $10M | 0.1% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 44,783 | $10M | 0.1% | 2026-Q2 |
| Verition Fund Management LLC added | 43,780 | $10M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 42,623 | $9M | 0.1% | 2026-Q2 |
| Te Ahumairangi Investment Management Ltd trimmed | 42,612 | $9M | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 41,386 | $9M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 40,740 | $9M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 40,588 | $9M | 0.1% | 2026-Q2 |
| Inlet Private Wealth, LLC trimmed | 40,475 | $9M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 40,224 | $9M | 0.1% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 40,223 | $9M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 39,712 | $9M | 0.1% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 39,200 | $9M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 38,704 | $9M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 36,897 | $8M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 36,829 | $8M | 0.1% | 2026-Q2 |
| NISA INVESTMENT ADVISORS, LLC added | 35,722 | $8M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 35,510 | $8M | 0.1% | 2026-Q2 |
| Counterpoint Mutual Funds LLC new | 33,190 | $7M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd trimmed | 32,229 | $7M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 31,797 | $7M | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 31,658 | $7M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 31,117 | $7M | 0.1% | 2026-Q2 |
| Tredje AP-fonden added | 30,479 | $7M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 29,921 | $7M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 29,486 | $7M | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 29,392 | $7M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 29,378 | $7M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 28,799 | $6M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 28,610 | $6M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.