InvestorLens

DVA — DAVITA INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying DVA?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Strong distribution · 0 buying vs 4 selling last quarter
12
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
1 congressional purchase, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their DVA position last quarter, 0 bought and 4 sold (0% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 1 congressional purchase, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +6 tracked investors reported holding DVA at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −4 tracked investors reduced or exited last quarter (4 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About DAVITA INC (DVA)

DAVITA INC (DVA) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Warren Buffett (Berkshire Hathaway), valued at $6.4B. Across recent filings, tracked investors recorded 7 new positions, 6 increased, 19 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in DVA

38
/100
Institutional Distribution
Added / Increased13
Reduced19
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track DVA

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

DVA Ownership Composition

How DAVITA INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Value & Distressed
97% of tracked value
Institutions
6
tracked investors
Total Reported
$6.6B
combined 13F value
Types3
  • Value & Distressed97.4%
  • Multi-Strategy / Quant2.3%
  • Macro0.3%
Value & Distressed(1)
97.4%
Multi-Strategy / Quant(3)
2.3%
Macro(2)
0.3%

Tracked investors currently reporting DVA

  • Warren BuffettJun 30, 2026
    Berkshire Hathaway
    Shares
    28.9M
    Value
    $6.4B
    % Portfolio
    2.15%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    453.7K
    Value
    $100.9M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    223.1K
    Value
    $49.6M
    % Portfolio
    0.02%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    67.8K
    Value
    $15.1M
    % Portfolio
    0.02%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    11K
    Value
    $2.4M
    % Portfolio
    0.01%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    11.1K
    Value
    $2.5M
    % Portfolio
    0.00%

Recent activity

Frequently asked questions

How many institutional investors hold DVA?
6 tracked institutional investors disclosed a position in DVA (DAVITA INC) in their most recent 13F filing.
Who is the largest institutional holder of DVA?
Warren Buffett, Berkshire Hathaway, holds the largest disclosed position in DVA, valued at $6.4B.
Did institutional ownership of DVA increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 6 increased, 19 reduced, and 2 fully exited DVA.
Where does this DVA ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.