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DaVita Inc.

DVA Healthcare
$182.44 +$1.11 (0.61%)
Market Cap: $11.58 B
Gurus Holding
7
Popularity Rank
#1018
% of Shares Held
46.59%
Net Activity (Q2 2026)
-$293.26 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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.42 B.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $293.26 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 43.4%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 96.6%.

Key Holders

Top 5 by Value

$6.43 B
$128.13 M
$36.39 M
$13.33 M
$2.45 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$38.75 M
Total Buy Value
New Buys 0
Additions 1
-$332.01 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
1

FAQs for DaVita Inc. (DVA)

Major holders include Warren Buffett ($6.43 B), Cliff Asness ($128.13 M), Joel Greenblatt ($36.39 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 29.71 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $293.26 M, with 1 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited DVA. The total reported sell value was $332.01 M.

Yes, 0 managers opened new positions in DVA, and 1 increased their existing holdings. The total reported buy value was $38.75 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.15% Reduce -4.1% 28,880,209 $6.43 B Q2 2026
0.04% Add 43.4% 587,758 $128.13 M Q2 2026
0.08% Reduce -6.8% 163,580 $36.39 M Q2 2026
0.02% Reduce -25.1% 59,895 $13.33 M Q2 2026
0.01% Reduce -47.4% 10,996 $2.45 M Q2 2026
0.00% Reduce -96.6% 6,400 $1.42 M Q2 2026
0.00% Reduce -91.2% 3,090 $687,463 Q2 2026
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Value
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SEC Form