DAVITA INC DVA
COM · Common Stock · CUSIP 23918K108 · ISIN US23918K1088
Renal dialysis center chain based in the United States
- SectorHealth care
- IndustryServices-Misc Health & Allied Services, NEC
- HeadquartersDenver, CO
- Founded1994
- Websitedavita.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($24.3m this quarter). Holder counts are more reliable. Shares outstanding: 63.8m as of 2026-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $222.35. Options: 22 managers hold calls ($386.7m notional), 21 hold puts ($227.7m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 443 |
| Q4 2022 | 446 |
| Q1 2023 | 444 |
| Q2 2023 | 472 |
| Q3 2023 | 506 |
| Q4 2023 | 537 |
| Q1 2024 | 545 |
| Q2 2024 | 560 |
| Q3 2024 | 601 |
| Q4 2024 | 598 |
| Q1 2025 | 599 |
| Q2 2025 | 596 |
| Q3 2025 | 563 |
| Q4 2025 | 535 |
| Q1 2026 | 584 |
| Q2 2026 | 632 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 264 | 273 |
| Q4 2024 | 219 | 326 |
| Q1 2025 | 255 | 308 |
| Q2 2025 | 252 | 303 |
| Q3 2025 | 204 | 359 |
| Q4 2025 | 234 | 301 |
| Q1 2026 | 282 | 285 |
| Q2 2026 | 304 | 292 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $88.0m | $141.2m | 1.60 |
| Q4 2025 | $92.2m | $92.0m | 1.00 |
| Q1 2026 | $120.6m | $131.9m | 1.09 |
| Q2 2026 | $386.7m | $227.7m | 0.59 |
Biggest buyers
| BANK OF AMERICA CORP /DE/ | Added | +410.9k |
| NEUBERGER BERMAN GROUP LLC | Added | +393.5k |
| ACADIAN ASSET MANAGEMENT LLC | Added | +263.0k |
| Holocene Advisors, LP | New | +237.7k |
| AQR CAPITAL MANAGEMENT LLC | Added | +177.7k |
| D. E. Shaw & Co., Inc. | Added | +136.2k |
| LOS ANGELES CAPITAL MANAGEMENT LLC | Added | +129.1k |
| FIRST TRUST ADVISORS LP | Added | +115.9k |
| BARCLAYS PLC | Added | +106.3k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +95.8k |
Biggest sellers
| Berkshire Hathaway Inc | Reduced | -1.2m |
| CITADEL ADVISORS LLC | Reduced | -519.5k |
| Woodline Partners LP | Reduced | -350.2k |
| UBS Group AG | Reduced | -345.3k |
| Freestone Grove Partners LP | Sold out | -315.2k |
| BlackRock, Inc. | Reduced | -305.8k |
| Invesco Ltd. | Reduced | -256.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -221.1k |
| HRT FINANCIAL LP | Reduced | -217.2k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -182.8k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $163.2m733.4k shares |
| JANE STREET GROUP, LLC | Added | $53.6m240.8k shares |
| Tidal Investments LLC | New | $45.5m204.6k shares |
| CITADEL ADVISORS LLC | Added | $44.2m198.6k shares |
| IMC-Chicago, LLC | Added | $16.8m75.6k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $11.9m53.5k shares |
| Twin Tree Management, LP | Added | $8.5m38.0k shares |
| Brevan Howard Capital Management LP | New | $8.3m37.5k shares |
| UBS Group AG | Reduced | $7.4m33.2k shares |
| Walleye Capital LLC | Added | $6.2m27.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $48.1m216.2k shares |
| JANE STREET GROUP, LLC | Reduced | $35.8m160.8k shares |
| IMC-Chicago, LLC | Added | $32.7m146.8k shares |
| UBS Group AG | Reduced | $20.8m93.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $20.6m92.5k shares |
| JPMORGAN CHASE & CO | Unchanged | $19.1m87.1k shares |
| GROUP ONE TRADING LLC | Reduced | $13.5m60.7k shares |
| CITADEL ADVISORS LLC | Added | $12.3m55.2k shares |
| CITIGROUP INC | Unchanged | $8.3m37.3k shares |
| Squarepoint Ops LLC | New | $4.4m20.0k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BERKSHIRE HATHAWAY INC 13D · may seek influence filed 2025-02-13 | 45.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $352.6k | $352.6k |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 5 | $35.0m | — |
| Q3 2026 | 0 | — | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-31 | BUFFETT WARREN E +1 10% owner · See footnotes | Sold | $36.5m183.0k shares |
| 2026-06-16 | Rodriguez Javier Chief Executive Officer, director | Sold | $8.2m39.4k shares |
| 2026-06-15 | Rodriguez Javier Chief Executive Officer, director | Sold | $6.3m30.0k shares |
| 2026-06-15 | Waters Kathleen Alyce Chief Legal & Pub. Affairs Off | Sold | $3.2m15.4k shares |
| 2026-05-15 | HEARTY JAMES O Chief Compliance Officer | Sold | $2.9m15.0k shares |
| 2026-05-12 | Maughan David Paul Chief Operating Officer, DKC | Sold | $2.7m13.5k shares |
| 2026-05-11 | Maughan David Paul Chief Operating Officer, DKC | Sold | $1.4m7.1k shares |
| 2026-05-07 | ACKERMAN JOEL CFO and Treasurer | Sold | $9.9m51.5k shares |
| 2026-05-06 | HEARTY JAMES O Chief Compliance Officer | Sold | $381.9k2.2k shares |
| 2026-05-01 | BUFFETT WARREN E +1 10% owner · See footnotes | Sold | $182.9m1.2m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 2.15% of their portfolio | 28.9m $6.4bn | Reduced -1.2m |
| BlackRock, Inc. 0.01% of their portfolio | 2.5m $547.5m | Reduced -305.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.1m $467.5m | Reduced -78.8k |
| MORGAN STANLEY 0.02% of their portfolio | 1.6m $356.3m | Reduced -64.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.4m $306.6m | Reduced -101.7k |
| STATE STREET CORP 0.01% of their portfolio | 1.3m $294.3m | Reduced -28.7k |
| Invesco Ltd. 0.02% of their portfolio | 1.2m $269.6m | Reduced -256.0k |
| DIMENSIONAL FUND ADVISORS LP 0.05% of their portfolio | 1.1m $253.1m | Reduced -7.6k |
| NEUBERGER BERMAN GROUP LLC 0.14% of their portfolio | 925.6k $205.8m | Added +393.5k |
| LSV ASSET MANAGEMENT 0.37% of their portfolio | 908.4k $202.1m | Reduced -22.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 889.1k $197.8m | Reduced -221.1k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 853.6k $189.6m | Reduced -86.2k |
| Gates Capital Management, Inc. 5.03% of their portfolio | 688.1k $153.1m | Reduced -34.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 652.0k $145.1m | Added +410.9k |
| D. E. Shaw & Co., Inc. 0.09% of their portfolio | 640.8k $142.6m | Added +136.2k |
| AQR CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 587.8k $128.1m | Added +177.7k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 463.4k $103.1m | Added +16.0k |
| Bank of New York Mellon Corp 0.02% of their portfolio | 454.5k $101.1m | Reduced -2.9k |
| NORDEA INVESTMENT MANAGEMENT AB 0.07% of their portfolio | 395.7k $87.4m | Added +11.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 382.0k $85.0m | Reduced -31.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 365.6k $81.3m | Reduced -18.1k |
| NORGES BANK 0.01% of their portfolio | 344.4k $76.6m | Not comparable |
| ACADIAN ASSET MANAGEMENT LLC 0.09% of their portfolio | 331.1k $73.6m | Added +263.0k |
| UBS Group AG 0.01% of their portfolio | 305.2k $67.9m | Reduced -345.3k |
| JANE STREET GROUP, LLC 0.04% of their portfolio | 281.1k $62.5m | Reduced -24.8k |
| Holocene Advisors, LP 0.12% of their portfolio | 237.7k $52.9m | New |
| KBC Group NV 0.11% of their portfolio | 225.4k $50.1m | Reduced -31.4k |
| Tidal Investments LLC 0.12% of their portfolio | 217.8k $48.5m | Reduced -11.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 214.8k $47.8m | Reduced -27.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 208.4k $46.4m | Reduced -53.8k |
| Quantinno Capital Management LP 0.05% of their portfolio | 203.9k $45.4m | Reduced -28.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 200.8k $44.5m | Reduced -62.4k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 199.9k $44.5m | Reduced -519.5k |
| BARCLAYS PLC 0.01% of their portfolio | 195.1k $43.4m | Added +106.3k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.68% of their portfolio | 186.2k $41.4m | Reduced -55.1k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 180.4k $40.1m | Reduced -12.8k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 163.6k $36.4m | Reduced -12.0k |
| Doma Perpetual Capital Management LLC 8.25% of their portfolio | 159.7k $35.5m | Reduced -156.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 153.5k $34.2m | Added +115.9k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.23% of their portfolio | 149.7k $33.3m | Reduced -75.5k |
| TODD ASSET MANAGEMENT LLC 0.58% of their portfolio | 147.0k $32.7m | Reduced -75.7k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.12% of their portfolio | 143.9k $32.0m | Added +129.1k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 135.9k $30.2m | Reduced -29.0k |
| BI Asset Management Fondsmaeglerselskab A/S 0.23% of their portfolio | 128.6k $28.6m | Added +6.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 126.8k $28.2m | Reduced -24.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 119.0k $26.5m | Added +27.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 118.6k $26.4m | Added +6.9k |
| Amundi 0.01% of their portfolio | 116.7k $26.0m | Added +1.4k |
| FMR LLC 0.00% of their portfolio | 114.5k $25.5m | Added +77.8k |
| Davidson Kempner Capital Management LP 0.40% of their portfolio | 113.1k $25.2m | Added +79.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 106.0k $23.6m | Added +95.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 103.7k $23.1m | Reduced -16.9k |
| Woodline Partners LP 0.07% of their portfolio | 102.8k $22.9m | Reduced -350.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 102.3k $22.8m | Added +51.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.02% of their portfolio | 98.4k $21.9m | Added +1.2k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 94.9k $21.1m | Added +26.6k |
| Legal & General Group Plc 0.00% of their portfolio | 90.0k $20.0m | Reduced -11.4k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 89.6k $19.9m | Added +55.3k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 87.8k $19.5m | Reduced -26.4k |
| Nuveen, LLC 0.00% of their portfolio | 86.6k $19.3m | Reduced -9.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 79.5k $17.7m | Added +710 |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 77.1k $17.2m | Added +22.1k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 73.9k $16.4m | Added +33.3k |
| HRT FINANCIAL LP 0.04% of their portfolio | 70.2k $15.6m | Reduced -217.2k |
| California Public Employees Retirement System 0.01% of their portfolio | 69.1k $15.4m | Reduced -10.2k |
| Swiss National Bank 0.01% of their portfolio | 67.0k $14.9m | Reduced -9.8k |
| SG Americas Securities, LLC 0.01% of their portfolio | 66.1k $14.7m | Reduced -146.2k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 66.1k $14.7m | Reduced -3.8k |
| National Philanthropic Trust 0.20% of their portfolio | 62.9k $14.0m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.06% of their portfolio | 59.9k $13.3m | Reduced -20.0k |
| DANSKE BANK A/S 0.03% of their portfolio | 58.9k $13.1m | Added +52.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 58.5k $13.0m | Added +3.8k |
| Candriam S.C.A. 0.06% of their portfolio | 57.3k $12.7m | New |
| Susquehanna Portfolio Strategies, LLC 0.19% of their portfolio | 54.9k $12.2m | Reduced -6.1k |
| STOREBRAND ASSET MANAGEMENT AS 0.03% of their portfolio | 51.7k $11.5m | Reduced -2.5k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 51.2k $11.4m | Added +12.8k |
| LPL Financial LLC 0.00% of their portfolio | 48.4k $10.8m | Added +30.3k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 47.7k $10.6m | Added +7.8k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 45.3k $10.1m | Reduced -1.9k |
| Callahan Advisors, LLC 0.76% of their portfolio | 45.1k $10.0m | Added +10.0k |
| Verition Fund Management LLC 0.07% of their portfolio | 43.8k $9.7m | Added +41.9k |
| Prospera Financial Services Inc 0.14% of their portfolio | 42.6k $9.5m | Added +39.5k |
| Te Ahumairangi Investment Management Ltd 1.53% of their portfolio | 42.6k $9.5m | Reduced -16.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 41.4k $9.2m | Reduced -40.6k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 40.7k $9.1m | Added +1.9k |
| Jupiter Topco LLC 0.00% of their portfolio | 40.6k $9.0m | First filing |
| Inlet Private Wealth, LLC 2.19% of their portfolio | 40.5k $9.0m | Reduced -25 |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 40.2k $8.9m | Added +4.3k |
| GHP Investment Advisors, Inc. 0.33% of their portfolio | 40.2k $8.9m | Added +484 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 39.7k $8.8m | Added +2 |
| Caisse de depot et placement du Quebec 0.01% of their portfolio | 39.2k $8.7m | Added +30.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 38.7k $8.6m | Reduced -6.5k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 36.9k $8.2m | Added +35.4k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 36.8k $8.2m | Added +10.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 36.2k $5.6m | Reduced -25.6k |
| NISA INVESTMENT ADVISORS, LLC 0.02% of their portfolio | 35.7k $7.9m | Added +7.3k |
| IEQ CAPITAL, LLC 0.04% of their portfolio | 35.5k $7.9m | Added +25.2k |
| Stolper Co 2.00% of their portfolio | 34.8k $7.7m | Reduced -2.3k |
| Counterpoint Mutual Funds LLC 0.73% of their portfolio | 33.2k $7.4m | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 32.2k $7.2m | Reduced -2.9k |