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 ($14.1m this quarter). Holder counts are more reliable. Shares outstanding: 64.2m as of 2026-05-05, 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 ≈ $153.57. Options: 17 managers hold calls ($120.6m notional), 19 hold puts ($131.9m).
Trends to Q1 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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 243 | 276 |
| 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 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $109.8m | $166.0m | 1.51 |
| Q3 2025 | $88.0m | $141.2m | 1.60 |
| Q4 2025 | $92.2m | $92.0m | 1.00 |
| Q1 2026 | $120.6m | $131.9m | 1.09 |
Biggest buyers
| Woodline Partners LP | New | +453.0k |
| AQR CAPITAL MANAGEMENT LLC | Added | +363.6k |
| CITADEL ADVISORS LLC | Added | +357.9k |
| UBS Group AG | Added | +334.2k |
| Freestone Grove Partners LP | Added | +307.8k |
| Bank of New York Mellon Corp | Added | +205.0k |
| MORGAN STANLEY | Added | +189.0k |
| GOLDMAN SACHS GROUP INC | Added | +136.6k |
| Engineers Gate Manager LP | Added | +132.6k |
| HRT FINANCIAL LP | Added | +112.6k |
Biggest sellers
| Berkshire Hathaway Inc | Reduced | -1.7m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -797.4k |
| Gates Capital Management, Inc. | Reduced | -452.5k |
| Squarepoint Ops LLC | Reduced | -391.6k |
| Corient Private Wealth LP | Reduced | -331.6k |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Reduced | -303.2k |
| TUDOR INVESTMENT CORP ET AL | Reduced | -244.3k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -243.0k |
| Man Group plc | Reduced | -223.4k |
| Invesco Ltd. | Reduced | -215.4k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $58.8m382.6k shares |
| CITADEL ADVISORS LLC | Added | $21.3m138.9k shares |
| JANE STREET GROUP, LLC | Added | $14.5m94.4k shares |
| IMC-Chicago, LLC | Reduced | $6.9m44.8k shares |
| UBS Group AG | Reduced | $6.0m39.1k shares |
| Walleye Capital LLC | Added | $3.3m21.7k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $2.0m13.2k shares |
| JPMORGAN CHASE & CO | Reduced | $1.5m10.0k shares |
| GROUP ONE TRADING LLC | Reduced | $1.2m8.1k shares |
| SIG BROKERAGE, LP | New | $1.1m7.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $25.6m166.7k shares |
| JANE STREET GROUP, LLC | Added | $24.9m162.0k shares |
| IMC-Chicago, LLC | New | $20.7m134.4k shares |
| UBS Group AG | Reduced | $15.9m103.6k shares |
| JPMORGAN CHASE & CO | New | $13.3m87.1k shares |
| GROUP ONE TRADING LLC | New | $9.3m60.8k shares |
| CITADEL ADVISORS LLC | Reduced | $6.7m43.9k shares |
| CITIGROUP INC | Reduced | $5.7m37.3k shares |
| Walleye Capital LLC | Added | $2.6m16.6k shares |
| SIG BROKERAGE, LP | Unchanged | $1.9m12.2k 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 in Q1 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 |
|---|---|---|---|---|---|
| Q2 2024 | 0 | — | 1 | $698.2k | — |
| Q3 2024 | 0 | — | 4 | $34.3m | — |
| 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 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-01-29 | BUFFETT WARREN E +1 10% owner · See footnotes | Sold | $199.9m1.7m 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, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Berkshire Hathaway Inc 1.76% of their portfolio | 30.1m $4.6bn | Reduced -1.7m |
| BlackRock, Inc. 0.01% of their portfolio | 2.8m $425.2m | Reduced -159.6k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 2.2m $335.1m | First filing |
| MORGAN STANLEY 0.02% of their portfolio | 1.7m $256.1m | Added +189.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.01% of their portfolio | 1.5m $227.4m | First filing |
| Invesco Ltd. 0.02% of their portfolio | 1.5m $225.6m | Reduced -215.4k |
| STATE STREET CORP 0.01% of their portfolio | 1.4m $207.7m | Reduced -86.8k |
| DIMENSIONAL FUND ADVISORS LP 0.04% of their portfolio | 1.1m $176.0m | Added +56.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.09% of their portfolio | 1.1m $170.6m | Reduced -79.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 939.8k $144.2m | Reduced -39.0k |
| LSV ASSET MANAGEMENT 0.31% of their portfolio | 931.1k $143.1m | Reduced -5.7k |
| Gates Capital Management, Inc. 3.83% of their portfolio | 723.0k $111.1m | Reduced -452.5k |
| CITADEL ADVISORS LLC 0.08% of their portfolio | 719.4k $110.6m | Added +357.9k |
| UBS Group AG 0.02% of their portfolio | 650.5k $100.0m | Added +334.2k |
| NEUBERGER BERMAN GROUP LLC 0.06% of their portfolio | 532.1k $81.7m | Added +90.5k |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 504.6k $77.6m | Reduced -693 |
| Bank of New York Mellon Corp 0.01% of their portfolio | 457.5k $70.3m | Added +205.0k |
| Woodline Partners LP 0.26% of their portfolio | 453.0k $69.6m | New |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 447.4k $68.8m | Added +136.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 413.2k $63.5m | Reduced -56.0k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 410.0k $62.8m | Added +363.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.05% of their portfolio | 384.7k $58.6m | Added +46.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 383.6k $59.0m | Added +5.1k |
| Doma Perpetual Capital Management LLC 13.04% of their portfolio | 316.0k $48.6m | Added +13.1k |
| Freestone Grove Partners LP 0.35% of their portfolio | 315.2k $48.4m | Added +307.8k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 305.9k $47.0m | Reduced -70.9k |
| HRT FINANCIAL LP 0.16% of their portfolio | 287.3k $44.2m | Added +112.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 263.2k $40.1m | Added +24.9k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 262.2k $40.3m | Added +460 |
| KBC Group NV 0.10% of their portfolio | 256.8k $39.5m | Reduced -177.5k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 242.6k $37.3m | Reduced -16.5k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.68% of their portfolio | 241.3k $37.1m | Reduced -55.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 241.1k $37.0m | Reduced -120.6k |
| Quantinno Capital Management LP 0.06% of their portfolio | 232.7k $35.8m | Reduced -35.6k |
| Tidal Investments LLC 0.11% of their portfolio | 229.4k $35.3m | Reduced -28.5k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.27% of their portfolio | 225.2k $34.6m | Added +37.8k |
| TODD ASSET MANAGEMENT LLC 0.67% of their portfolio | 222.7k $34.2m | Added +36.4k |
| SG Americas Securities, LLC 0.04% of their portfolio | 212.3k $32.6m | Added +45.6k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 193.2k $29.7m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio | 189.2k $29.1m | Added +17.7k |
| Gotham Asset Management, LLC 0.08% of their portfolio | 175.6k $27.0m | Added +30.3k |
| Allianz Asset Management GmbH 0.03% of their portfolio | 164.9k $25.4m | Reduced -23.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 151.3k $23.3m | Added +19.0k |
| Engineers Gate Manager LP 0.27% of their portfolio | 141.0k $21.7m | Added +132.6k |
| BI Asset Management Fondsmaeglerselskab A/S 0.20% of their portfolio | 121.8k $18.7m | Added +35.8k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 120.6k $18.5m | Reduced -14.9k |
| Amundi 0.00% of their portfolio | 115.3k $17.7m | Reduced -5.1k |
| OSAIC HOLDINGS, INC. 0.03% of their portfolio | 114.3k $17.6m | Added +107.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 111.7k $17.2m | Added +54.2k |
| Legal & General Group Plc 0.00% of their portfolio | 101.4k $15.6m | Reduced -11.6k |
| Squarepoint Ops LLC 0.03% of their portfolio | 100.4k $15.4m | Reduced -391.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 97.2k $14.9m | Added +83.2k |
| Nuveen, LLC 0.00% of their portfolio | 96.5k $14.8m | Added +2.7k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 91.4k $14.1m | Reduced -3.0k |
| BARCLAYS PLC 0.00% of their portfolio | 88.9k $13.7m | Reduced -199.5k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 82.0k $12.6m | Reduced -67.6k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 79.9k $12.3m | Reduced -244.3k |
| California Public Employees Retirement System 0.01% of their portfolio | 79.3k $12.2m | Reduced -15.3k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 78.8k $12.1m | Reduced -187.4k |
| Swiss National Bank 0.01% of their portfolio | 76.8k $11.8m | Reduced -800 |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 69.9k $10.7m | First filing |
| Man Group plc 0.02% of their portfolio | 69.9k $10.7m | Reduced -223.4k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 68.3k $10.5m | Reduced -19.1k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 68.2k $10.5m | Added +56.5k |
| National Philanthropic Trust 0.10% of their portfolio | 62.9k $9.7m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 61.8k $7.0m | Added +12.2k |
| Susquehanna Portfolio Strategies, LLC 0.14% of their portfolio | 61.0k $9.4m | Reduced -66.6k |
| Te Ahumairangi Investment Management Ltd 1.53% of their portfolio | 59.3k $9.1m | Reduced -19.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 55.0k $8.5m | Reduced -797.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 54.7k $8.4m | Reduced -66.7k |
| Corient Private Wealth LP 0.01% of their portfolio | 54.3k $8.3m | Reduced -331.6k |
| Fund 1 Investments, LLC 1.09% of their portfolio | 54.3k $8.3m | New |
| STOREBRAND ASSET MANAGEMENT AS 0.02% of their portfolio | 54.2k $8.3m | Reduced -7.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 50.5k $7.8m | Reduced -1.3k |
| Ranmore Fund Management Ltd 1.02% of their portfolio | 50.0k $7.7m | New |
| Quadrature Capital Ltd 0.09% of their portfolio | 49.6k $7.6m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 49.2k $7.6m | Reduced -243.0k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 49.1k $7.6m | Added +40.8k |
| Jump Financial, LLC 0.11% of their portfolio | 48.2k $7.4m | Reduced -12.7k |
| Robeco Institutional Asset Management B.V. 0.01% of their portfolio | 47.3k $7.3m | Reduced -1.6k |
| Aquatic Capital Management LLC 0.21% of their portfolio | 46.5k $7.1m | Added +13.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 45.2k $7.0m | Added +8.0k |
| CITIGROUP INC 0.00% of their portfolio | 44.0k $6.8m | Reduced -49.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 43.7k $6.7m | Reduced -328 |
| ARMISTICE CAPITAL, LLC 0.22% of their portfolio | 43.0k $6.6m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.02% of their portfolio | 41.4k $6.4m | Reduced -14.6k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 40.7k $6.3m | Reduced -58.8k |
| Inlet Private Wealth, LLC 1.59% of their portfolio | 40.5k $6.2m | Added +420 |
| Eurizon Capital SGR S.p.A. 0.02% of their portfolio | 40.3k $6.2m | Added +1.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 39.8k $6.1m | Reduced -977 |
| GHP Investment Advisors, Inc. 0.25% of their portfolio | 39.7k $6.1m | Added +1 |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 39.7k $6.1m | Reduced -25 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 38.9k $6.0m | Added +12.6k |
| FIFTH THIRD BANCORP 0.01% of their portfolio | 38.4k $5.9m | Added +34.3k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 38.4k $5.9m | Reduced -11.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 37.9k $5.8m | Reduced -339 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 37.7k $5.8m | Added +5.8k |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 37.2k $5.7m | Added +18.2k |
| Stolper Co 1.45% of their portfolio | 37.2k $5.1m | Reduced -5.3k |
| FMR LLC 0.00% of their portfolio | 36.7k $5.6m | Added +18.2k |