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 Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.48 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for DaVita Inc. (DVA)
Major holders include Warren Buffett ($4.27 B), Paul Tudor Jones ($13.94 M), Joel Greenblatt ($7.86 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 32.43 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $219.72 M, with 3 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited DVA. The total reported sell value was $236.71 M.
Yes, 2 managers opened new positions in DVA, and 1 increased their existing holdings. The total reported buy value was $16.99 M.