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DaVita Inc.

DVA Healthcare
$150.72 $-2.34 (-1.53%)
Market Cap: $10.07 B
Gurus Holding
8
Popularity Rank
#774
% of Shares Held
48.82%
Net Activity (Q4 2025)
+$18.48 M

Guru Ownership Trend

Guru Analysis for DaVita Inc. (DVA)

DaVita Inc. (DVA), a key player in the Healthcare sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.91 B.

Top institutional holders include Warren Buffett and Paul Tudor Jones.

Institutional sentiment is currently Bullish. This is evidenced by a $18.48 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 209.0%. Conversely, Warren Buffett reduced exposure by 1.3%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$65.22 M
Total Buy Value
New Buys 2
Additions 5
-$46.73 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
2
Net Buyers
7

FAQs for DaVita Inc. (DVA)

Major holders include Warren Buffett ($3.61 B), Paul Tudor Jones ($36.84 M), Renaissance Technologies ($19.48 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 32.6 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $18.48 M, with 7 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited DVA. The total reported sell value was $46.73 M.

Yes, 2 managers opened new positions in DVA, and 5 increased their existing holdings. The total reported buy value was $65.22 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.32% Reduce -1.3% 31,759,065 $3.61 B Q4 2025
0.07% Add 209.0% 324,246 $36.84 M Q4 2025
0.03% New Buy 171,500 $19.48 M Q4 2025
0.06% Add 145.5% 145,287 $16.51 M Q4 2025
0.04% New Buy 61,051 $6.94 M Q4 2025
0.09% Add 1.6% 56,354 $6.4 M Q4 2025
0.00% Add 138.8% 46,440 $5.28 M Q4 2025
0.01% Add 30.7% 35,022 $3.98 M Q4 2025
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