DVANYSEServices-Misc Health & Allied Services, NECFiscal year ends December 31
DAVITA INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$187.00−0.31 (-0.17%)
Close on Oct 19, 2026
- Market cap
- $12.36B
- P/E (TTM)
- 15.3
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
92.5%
59M of 64M shares
Institutional holders
630
121 new, 68 sold out
Net institutional buying
-3M
In Q2 2026
Insider trades, 12 months
0 buys · 13 sales
Net sold $508.68M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,994,011 | 5.00% | 13G (passive) amendment | Mar 31, 2025 |
| Warren E. Buffett | 35,892,479 | 45.00% | 13D (active) amendment | Feb 11, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of DVA | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc | 28,880,209 | 45.27% | $6.43B | −1,220,376 | 2.15% |
| BlackRock, Inc. | 2,460,987 | 3.86% | $547.52M | −305,764 | 0.01% |
| Vanguard Capital Management LLC | 2,101,425 | 3.29% | $467.53M | −78,800 | 0.01% |
| Morgan Stanley | 1,601,710 | 2.51% | $356.35M | −64,328 | 0.02% |
| Vanguard Portfolio Management LLC | 1,377,914 | 2.16% | $306.56M | −101,686 | 0.01% |
| State Street Corp | 1,323,019 | 2.07% | $294.35M | −28,718 | 0.01% |
| Invesco Ltd. | 1,211,917 | 1.90% | $269.63M | −255,964 | 0.02% |
| Dimensional Fund Advisors LP | 1,137,814 | 1.78% | $253.13M | −7,622 | 0.05% |
| Neuberger Berman Group LLC | 925,579 | 1.45% | $205.76M | +393,492 | 0.14% |
| Lsv Asset Management | 908,389 | 1.42% | $202.10K | −22,669 | 0.37% |
| Arrowstreet Capital, Limited Partnership | 889,082 | 1.39% | $197.80M | −221,069 | 0.09% |
| Geode Capital Management, LLC | 853,602 | 1.34% | $189.56M | −86,179 | 0.01% |
| Gates Capital Management, Inc. | 688,136 | 1.08% | $153.10M | −34,872 | 3.68% |
| Bank Of America Corp /De/ | 651,999 | 1.02% | $145.06M | +410,940 | 0.01% |
| D. E. Shaw & Co., Inc. | 640,827 | 1.00% | $142.57M | +136,188 | 0.07% |
| Aqr Capital Management LLC | 587,758 | 0.92% | $128.13M | +177,744 | 0.04% |
| Goldman Sachs Group Inc | 463,381 | 0.73% | $103.09M | +15,959 | 0.01% |
| Bank of New York Mellon Corp | 454,545 | 0.71% | $101.13M | −2,948 | 0.02% |
| Nordea Investment Management Ab | 395,687 | 0.62% | $87.43M | +10,978 | 0.07% |
| Northern Trust Corp | 382,037 | 0.60% | $85.00M | −31,192 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 630 | 59M | 92.5% | 121 / 188 | 224 / 68 | 4M | 7M |
| Q1 2026 | 584 | 62M | 97.3% | 131 / 164 | 215 / 73 | 8M | 9M |
| Q4 2025 | 534 | 67M | 100.0% | 82 / 180 | 203 / 100 | 6M | 7M |
| Q3 2025 | 562 | 68M | 100.0% | 71 / 141 | 263 / 96 | 4M | 7M |
| Q2 2025 | 593 | 71M | 100.0% | 69 / 186 | 238 / 64 | 5M | 6M |
| Q1 2025 | 596 | 71M | 100.0% | 85 / 179 | 235 / 75 | 3M | 5M |
| Q4 2024 | 596 | 74M | 100.0% | 82 / 170 | 248 / 78 | 5M | 6M |
| Q3 2024 | 601 | 75M | 100.0% | 92 / 184 | 225 / 48 | 8M | 5M |
| Q2 2024 | 560 | 77M | 100.0% | 84 / 165 | 217 / 59 | 4M | 8M |
| Q1 2024 | 544 | 81M | 100.0% | 68 / 175 | 208 / 53 | 6M | 6M |
| Q4 2023 | 536 | 81M | 100.0% | 88 / 152 | 209 / 48 | 8M | 6M |
| Q3 2023 | 504 | 79M | 100.0% | 73 / 158 | 184 / 37 | 4M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of DVA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,019,274 | 1.60% | $226.77M | 0.01% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 938,674 | 1.47% | $225.37M | 0.23% | Jul 31, 2026 |
| Vanguard 500 Index Fund | 830,137 | 1.30% | $184.69M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 736,440 | 1.15% | $163.84M | 0.09% | Jun 30, 2026 |
| Neuberger Quality Equity Fund | 631,690 | 0.99% | $122.78M | 2.93% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 466,341 | 0.73% | $103.75M | 0.15% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 442,002 | 0.69% | $98.34M | 0.01% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 427,423 | 0.67% | $83.07M | 0.01% | May 31, 2026 |
| State Street(R) Health Care Select Sector SPDR(R) ETF | 226,708 | 0.36% | $50.44M | 0.12% | Jun 30, 2026 |
| WisdomTree U.S. Value Fund | 216,697 | 0.34% | $48.21M | 1.64% | Jun 30, 2026 |
| VistaShares Target 15 Berkshire Select Income ETF | 213,947 | 0.34% | $51.37M | 5.19% | Jul 31, 2026 |
| U.S. Small Cap Portfolio | 201,693 | 0.32% | $48.42M | 0.25% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 174,528 | 0.27% | $38.83M | 0.01% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 155,909 | 0.24% | $37.43M | 0.10% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 132,314 | 0.21% | $29.44M | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Javier Rodriguez | Chief Executive Officer, Director | 879,540 | 1.38% | Jun 17, 2026 |
| David Paul Maughan | Chief Operating Officer, DKC | 86,604 | 0.14% | Sep 24, 2026 |
| Kathleen Alyce Waters | Chief Legal & Pub. Affairs Off | 109,194 | 0.17% | Jun 17, 2026 |
| James O. Hearty | Chief Compliance Officer | 22,389 | 0.04% | May 18, 2026 |
| Joel Ackerman | CFO and Treasurer | 132,434 | 0.21% | May 11, 2026 |
| Christopher Michael Berry | Chief Accounting Officer | 19,640 | 0.03% | Mar 17, 2026 |
| Adam H. Schechter | Director | 5,970 | 0.01% | Aug 18, 2026 |
| Pamela M. Arway | Director | 27,223 | 0.04% | Aug 18, 2026 |
| Phyllis R. Yale | Director | 9,803 | 0.02% | Aug 18, 2026 |
| Wendy Lee Schoppert | Director | 4,165 | 0.01% | Aug 18, 2026 |
| Jason M. Hollar | Director | 6,883 | 0.01% | Aug 18, 2026 |
| Barbara J. Desoer | Director | 14,299 | 0.02% | Aug 18, 2026 |
| Gregory J. Moore | Director | 8,091 | 0.01% | Aug 18, 2026 |
| Dennis W. Pullin | Director | 2,949 | 0.00% | Aug 18, 2026 |
| Charles Berg | Director | 27,029 | 0.04% | May 16, 2025 |
| Warren E. Buffett | 10% owner | 30,100,585 | 47.18% | Aug 4, 2026 |
| Hathaway Inc Berkshire | 10% owner | 28,697,229 | 44.98% | Aug 4, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| David Paul Maughan Chief Operating Officer, DKC | Sep 22, 2026 | Tax withholding | −7,501 | $182.34 | $1.37M | 86,604 |
| Pamela M. Arway Director | Aug 15, 2026 | Award | +278 | – | – | 27,223 |
| Adam H. Schechter Director | Aug 15, 2026 | Award | +278 | – | – | 5,970 |
| Jason M. Hollar Director | Aug 15, 2026 | Award | +278 | – | – | 6,883 |
| Phyllis R. Yale Director | Aug 15, 2026 | Award | +278 | – | – | 9,803 |
| Dennis W. Pullin Director | Aug 15, 2026 | Award | +278 | – | – | 2,949 |
| Wendy Lee Schoppert Director | Aug 15, 2026 | Award | +278 | – | – | 278 |
| Gregory J. Moore Director | Aug 15, 2026 | Award | +278 | – | – | 8,091 |
| Barbara J. Desoer Director | Aug 15, 2026 | Award | +278 | – | – | 278 |
| Hathaway Inc Berkshire 10% owner | Jul 31, 2026 | Sale | −182,980 | $199.55 | $36.51M | 28,697,229 |
| Javier Rodriguez Chief Executive Officer, Director | Jun 16, 2026 | Sale | −39,407 | $209.28 | $8.25M | 840,408 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Jun 15, 2026 | Sale(10b5-1 plan) | −6,455 | $209.17 | $1.35M | 109,194 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Jun 15, 2026 | Sale(10b5-1 plan) | −8,950 | $207.84 | $1.86M | 115,649 |
| Javier Rodriguez Chief Executive Officer, Director | Jun 15, 2026 | Sale | −30,000 | $209.50 | $6.29M | 879,815 |
| Phyllis R. Yale Director | May 26, 2026 | Gift | −5,038 | – | – | 9,525 |
| Gregory J. Moore Director | May 15, 2026 | Award | +250 | – | – | 7,813 |
| Jason M. Hollar Director | May 15, 2026 | Award | +250 | – | – | 6,605 |
| Phyllis R. Yale Director | May 15, 2026 | Award | +250 | – | – | 14,563 |
| Pamela M. Arway Director | May 15, 2026 | Award | +250 | – | – | 26,945 |
| Barbara J. Desoer Director | May 15, 2026 | Award | +250 | – | – | 250 |
| James O. Hearty Chief Compliance Officer | May 15, 2026 | Sale | −15,000 | $193.98 | $2.91M | 22,389 |
| Dennis W. Pullin Director | May 15, 2026 | Award | +250 | – | – | 2,671 |
| Wendy Lee Schoppert Director | May 15, 2026 | Award | +250 | – | – | 250 |
| Adam H. Schechter Director | May 15, 2026 | Award | +250 | – | – | 5,692 |
| James O. Hearty Chief Compliance Officer | May 14, 2026 | Option exercise | +5,784 | $110.63 | $639.88K | 41,737 |
| James O. Hearty Chief Compliance Officer | May 14, 2026 | Tax withholding | −1,117 | $198.10 | $221.28K | 37,389 |
| James O. Hearty Chief Compliance Officer | May 14, 2026 | Returned to company | −3,231 | $198.10 | $640.06K | 38,506 |
| David Paul Maughan Chief Operating Officer, DKC | May 12, 2026 | Sale | −13,456 | $199.25 | $2.68M | 94,105 |
| David Paul Maughan Chief Operating Officer, DKC | May 11, 2026 | Sale | −7,073 | $199.15 | $1.41M | 107,561 |
| Joel Ackerman CFO and Treasurer | May 7, 2026 | Sale | −51,471 | $192.10 | $9.89M | 132,434 |
| James O. Hearty Chief Compliance Officer | May 6, 2026 | Sale(10b5-1 plan) | −2,184 | $174.87 | $381.92K | 35,953 |
| Hathaway Inc Berkshire 10% owner | May 1, 2026 | Sale | −1,220,376 | $149.84 | $182.86M | 28,880,209 |
| David Paul Maughan Chief Operating Officer, DKC | Mar 15, 2026 | Award | +5,308 | – | – | 127,574 |
| David Paul Maughan Chief Operating Officer, DKC | Mar 15, 2026 | Tax withholding | −5,339 | $150.72 | $804.69K | 122,235 |
| David Paul Maughan Chief Operating Officer, DKC | Mar 15, 2026 | Tax withholding | −7,768 | $150.72 | $1.17M | 114,467 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Mar 15, 2026 | Award | +3,185 | – | – | 158,462 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Mar 15, 2026 | Tax withholding | −940 | $150.72 | $141.68K | 128,947 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Mar 15, 2026 | Tax withholding | −2,457 | $150.72 | $370.32K | 156,005 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Mar 15, 2026 | Tax withholding | −4,348 | $150.72 | $655.33K | 124,599 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Mar 15, 2026 | Tax withholding | −26,118 | $150.72 | $3.94M | 129,887 |
| Pamela M. Arway Director | Mar 15, 2026 | Award | +332 | – | – | 26,695 |
| Adam H. Schechter Director | Mar 15, 2026 | Award | +332 | – | – | 5,442 |
| Dennis W. Pullin Director | Mar 15, 2026 | Award | +332 | – | – | 2,421 |
| Joel Ackerman CFO and Treasurer | Mar 15, 2026 | Tax withholding | −3,362 | $150.72 | $506.72K | 223,363 |
| Joel Ackerman CFO and Treasurer | Mar 15, 2026 | Award | +5,706 | – | – | 226,725 |
| Joel Ackerman CFO and Treasurer | Mar 15, 2026 | Tax withholding | −33,693 | $150.72 | $5.08M | 189,670 |
| Joel Ackerman CFO and Treasurer | Mar 15, 2026 | Tax withholding | −5,765 | $150.72 | $868.90K | 183,905 |
| James O. Hearty Chief Compliance Officer | Mar 15, 2026 | Tax withholding | −8,984 | $150.72 | $1.35M | 39,962 |
| James O. Hearty Chief Compliance Officer | Mar 15, 2026 | Tax withholding | −300 | $150.72 | $45.22K | 39,662 |
| James O. Hearty Chief Compliance Officer | Mar 15, 2026 | Award | +1,128 | – | – | 49,715 |
| James O. Hearty Chief Compliance Officer | Mar 15, 2026 | Tax withholding | −769 | $150.72 | $115.90K | 48,946 |
| James O. Hearty Chief Compliance Officer | Mar 15, 2026 | Tax withholding | −1,525 | $150.72 | $229.85K | 38,137 |
| Wendy Lee Schoppert Director | Mar 15, 2026 | Award | +332 | – | – | 332 |
| Phyllis R. Yale Director | Mar 15, 2026 | Award | +332 | – | – | 14,313 |
| Gregory J. Moore Director | Mar 15, 2026 | Award | +332 | – | – | 7,563 |
| Christopher Michael Berry Chief Accounting Officer | Mar 15, 2026 | Award | +3,649 | – | – | 19,640 |
| Javier Rodriguez Chief Executive Officer, Director | Mar 15, 2026 | Award | +20,900 | – | – | 909,815 |
| Barbara J. Desoer Director | Mar 15, 2026 | Award | +332 | – | – | 332 |
| Jason M. Hollar Director | Mar 15, 2026 | Award | +332 | – | – | 6,355 |
| Kathleen Alyce Waters Chief Legal & Pub. Affairs Off | Mar 10, 2026 | Award | +4,829 | – | – | 103,947 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Rodgriguez Javier Officer, Director | Jun 16, 2026 | 39,407 | $8.25M | Jun 16, 2026 | Employee Stk Appreciation Right Exercise |
| Kathleen Alyce Waters Officer | Jun 15, 2026 | 6,455 | $1.34M | Jun 15, 2026 | SAR |
| Rodriguez Javier Officer, Director | Jun 15, 2026 | 30,000 | $6.29M | Jun 15, 2026 | Employee Stk Appreciation right Exercise |
| Waters Kathleen Officer | Jun 15, 2026 | 8,950 | $1.86M | Jun 15, 2026 | Employee Stock Appr Right exercise |
| Hearty James Officer | May 15, 2026 | 15,000 | $2.91M | May 15, 2026 | Employee RSU award vesting |
| Maughan David Officer | May 11, 2026 | 20,529 | $4.07M | May 11, 2026 | ESPP Purchase |
| Ackerman Joel Officer | May 7, 2026 | 51,471 | $9.86M | May 7, 2026 | Employee Stock Benefit PSU Award |
| James O. Hearty Officer | May 6, 2026 | 2,184 | $369.71K | May 6, 2026 | PSU |
| James O. Hearty Officer | Jul 23, 2025 | 2,351 | $352.65K | Jul 23, 2025 | SAR Exercise |
| Staffieri Michael Officer | Nov 27, 2024 | 7,902 | $1.32M | Nov 27, 2024 | SSAR Exercise |
| Staffieri Michael Officer | Nov 18, 2024 | 7,786 | $1.23M | Nov 18, 2024 | Stock Appreciation Right exercise |
| Staffieri Michael Officer | Nov 14, 2024 | 7,459 | $1.16M | Nov 14, 2024 | Stock Appreciation Right exercise |
| Rodriguez Javier Officer | Sep 16, 2024 | 50,000 | $8.25M | Sep 16, 2024 | Performance Award vesting |
| Staffieri Michael Officer | Sep 16, 2024 | 37,295 | $4.94M | Sep 16, 2024 | Stock Appreciation Right Exercise |
| Ackerman Joel Officer | Aug 27, 2024 | 73,647 | $11.42M | Aug 27, 2024 | Emp SSAR Exer |