DVA
DVA 13F Positioning & Ownership Changes
Davita INC
+$2.1B
Net Activity
Data as of: 2026-03-31
Institutions Holding
582
Popularity Rank
#917
Avg Weight
0.09%
Total Value
$9.7B
Ownership Trend
582 institutions currently hold DVA, with 286 net buyers and 287 net sellers this quarter.
Institutional Moves
Institutional Moves (Q1 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
287
Net Buying Institutions
286
Key Holders
Key Holders
Top 5 by Value
Across its top 20 institutional holders, DVA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 25/100).
Quarterly Activity
Recent Activity
+$2.0B
Total Buy Value
$6.2B
Total Sell Value
New buy118
Trim214
Add168
Sold out73
286
Net Buyers
287
Net Sellers
Game Theory Scenarios
Bullish— Smart Money Convergence
Strong institutional inflows point to upside for DAVITA
Signal Basis
Institutional 13F data shows a net value change of +$2.06B in the latest quarter, with 286 net buyers vs 287 net sellers – a near tie in count but substantial value accumulation led by Berkshire Hathaway's $4.63B position. Insider activity reveals only a single large sale of ~$200M over 90 days with no buys.
Confirmation
Continued institutional accumulation or a shift to insider buying would confirm the bullish tilt.
Invalidation Risk
A sustained increase in insider selling or a reversal of institutional flows would invalidate this view.
This game-theory analysis is AI-assisted and derived from institutional holders' SEC EDGAR filings, covering historical data only. For informational purposes, not investment advice — source filings linked below.
See the institutional 13F filings behind this signalSmart Money Convergence
DVA does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Terms of Use for AI
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Insider Trading (Form 4)
90d confidence
0
unique buyers
—
buy value
data as of 2026-07-22
12-Month Buy/Sell Activity
Feb 25
Oct 25
BuySell
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | BERKSHIRE HATHAWAY INC | 2026-01-29 | $199.95M |
| Sell | BUFFETT WARREN E | 2025-10-27 | $54.35M |
| Sell | BUFFETT WARREN E | 2025-07-31 | $230.03M |
| Sell | HEARTY JAMES O | 2025-07-23 | $353K |
| Sell | BERKSHIRE HATHAWAY INC | 2025-05-27 | $1.68M |
| Sell | BERKSHIRE HATHAWAY INC | 2025-05-27 | $2.68M |
| Sell | BERKSHIRE HATHAWAY INC | 2025-05-27 | $10.04M |
| Sell | BERKSHIRE HATHAWAY INC | 2025-05-23 | $3.73M |
Form 144 Pre-Sale Notices
4
Filings (90d)
$17.73M
Total Est. Value
85K shares
Planned Shares
Last Filed 2026-06-16
| Filer | Filing Date | Est. Value |
|---|---|---|
| Rodriguez Javier | 2026-06-16 | $8.25M |
| Waters Kathleen Alyce | 2026-06-15 | $1.86M |
| Rodriguez Javier | 2026-06-15 | $6.29M |
| Waters Kathleen Alyce | 2026-06-15 | $1.34M |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
No Form 8-K filings for this ticker
CUSIP
23918K108, 23918k108
FAQ
Who are the top institutional investors holding DAVITA INC (DVA)?
Major stakeholders currently include Berkshire Hathaway Inc ($4.6B), BlackRock, Inc. ($425.2M), Vanguard Capital Management LLC ($335.1M). Based on the latest 13F filings, there are a total of 582 tracked investment funds and institutions maintaining positions in DVA.
What is the overall institutional sentiment toward DVA recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $2.1B, driven by 286 managers accumulating shares while 287 reduced their exposure.
Which institutions have been selling or reducing their DVA positions?
In the latest period, 214 funds trimmed their holdings, and 73 managers completely exited their positions. The aggregate reported sell value was $6.2B.
Are there any notable investors adding DVA to their portfolios?
Yes, buying activity remains notable. 118 institutions opened new positions in {ticker}, and 168 existing holders added to their shares. The total reported buy value for the quarter amounted to $2.0B.
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Developer Access
Access DVA's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/DVACLI
npx alphasmo stocks get DVA