Guru Ownership Over Time
Guru Analysis for DaVita Inc. (DVA)
DaVita Inc. (DVA), a key player in the Healthcare sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.9 B.
Top institutional holders include Warren Buffett and Paul Tudor Jones.
Institutional sentiment is currently Bearish. This is evidenced by a $219.72 M net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 156.2%. Conversely, Ray Dalio reduced exposure by 76.1%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.60% | Reduce -4.8% | 32,160,579 | $4.27 B | Q3 2025 | |
| 0.02% | Add 156.2% | 104,946 | $13.94 M | Q3 2025 | |
| 0.03% | Reduce -30.7% | 59,179 | $7.86 M | Q3 2025 | |
| 0.10% | New Buy | 55,489 | $7.37 M | Q3 2025 | |
| 0.01% | Reduce -76.1% | 26,804 | $3.56 M | Q3 2025 | |
| 0.00% | Reduce -41.8% | 19,444 | $2.56 M | Q3 2025 | |
| 0.24% | New Buy | 8,400 | $1.12 M | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for DaVita Inc. (DVA)
Top Guru holders include Warren Buffett ($4.27 B), Paul Tudor Jones ($13.94 M), Joel Greenblatt ($7.86 M). Collectively, tracked Gurus hold 32.43 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $219.72 M, with 3 Gurus buying and 6 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 2 Gurus sold out of DVA completely. Total sell value was $236.71 M.
Yes, 2 Gurus opened new positions in DVA, and 1 added to their existing holdings. Total buy value was $16.99 M.