🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

DaVita Inc.

DVA Healthcare
$196.8 $-0.07 (-0.04%)
Market Cap: $12.63 B
Gurus Holding
8
Popularity Rank
#914
% of Shares Held
48.34%
Net Activity (Q1 2026)
-$238.61 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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.11 B.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Bearish. This is evidenced by a $238.61 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 782.9%. Conversely, Paul Tudor Jones reduced exposure by 75.4%.

Key Holders

Recent Activity Breakdown (Q1 2026)

+$66.39 M
Total Buy Value
New Buys 1
Additions 3
-$304.99 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
4

FAQs for DaVita Inc. (DVA)

Major holders include Warren Buffett ($4.63 B), Cliff Asness ($62.75 M), Renaissance Technologies (RenTech) ($29.08 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 31.03 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $238.61 M, with 4 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited DVA. The total reported sell value was $304.99 M.

Yes, 1 managers opened new positions in DVA, and 3 increased their existing holdings. The total reported buy value was $66.39 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.76% Reduce -5.2% 30,100,585 $4.63 B Q1 2026
0.03% Add 782.9% 410,014 $62.75 M Q1 2026
0.05% Add 10.3% 189,200 $29.08 M Q1 2026
0.08% Add 20.9% 175,573 $26.98 M Q1 2026
0.02% Reduce -75.4% 79,915 $12.28 M Q1 2026
0.04% Reduce -42.4% 35,165 $5.4 M Q1 2026
0.00% New Buy 21,896 $3.37 M Q1 2026
0.01% Reduce -40.3% 20,902 $3.21 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form