DaVita Inc. (DVA) shareholders
DVANYSEServices-Misc Health & Allied Services, NECFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Oct 29, 2026Score 14/3044% below fair value
$174.56+0.49 (+0.28%)
Close on Nov 13, 2026Market cap $10.98BP/E 12.9Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.9%
59M of 63M 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 $523.36M
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 |
|---|---|---|---|---|
| Warren E. Buffett Joint filing with Berkshire Hathaway Inc. (45.00%), National Indemnity Company (23.00%) and 4 more | 35,892,479 | 45.00% | 13D (active) amendment | Feb 11, 2025 |
| BlackRock, Inc. | 3,994,011 | 5.00% | 13G (passive) amendment | Mar 31, 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 | 45.91% | $6.43B | −1,220,376 | 2.15% |
| BlackRock, Inc. | 2,460,987 | 3.91% | $547.52M | −305,764 | 0.01% |
| Vanguard Capital Management LLC | 2,101,425 | 3.34% | $467.53M | −78,800 | 0.01% |
| Morgan Stanley | 1,601,710 | 2.55% | $356.35M | −64,328 | 0.02% |
| Vanguard Portfolio Management LLC | 1,377,914 | 2.19% | $306.56M | −101,686 | 0.01% |
| State Street Corp | 1,323,019 | 2.10% | $294.35M | −28,718 | 0.01% |
| Invesco Ltd. | 1,211,917 | 1.93% | $269.63M | −255,964 | 0.02% |
| Dimensional Fund Advisors LP | 1,137,814 | 1.81% | $253.13M | −7,622 | 0.05% |
| Neuberger Berman Group LLC | 925,579 | 1.47% | $205.76M | +393,492 | 0.14% |
| Lsv Asset Management | 908,389 | 1.44% | $202.10M | −22,669 | 0.37% |
| Arrowstreet Capital, Limited Partnership | 889,082 | 1.41% | $197.80M | −221,069 | 0.09% |
| Geode Capital Management, LLC | 853,602 | 1.36% | $189.56M | −86,179 | 0.01% |
| Gates Capital Management, Inc. | 688,136 | 1.09% | $153.10M | −34,872 | 3.68% |
| Bank Of America Corp /De/ | 651,999 | 1.04% | $145.06M | +410,940 | 0.01% |
| D. E. Shaw & Co., Inc. | 640,827 | 1.02% | $142.57M | +136,188 | 0.07% |
| Aqr Capital Management LLC | 587,758 | 0.93% | $128.13M | +177,744 | 0.04% |
| Goldman Sachs Group Inc | 463,381 | 0.74% | $103.09M | +15,959 | 0.01% |
| Bank of New York Mellon Corp | 454,545 | 0.72% | $101.13M | −2,948 | 0.02% |
| Nordea Investment Management Ab | 395,687 | 0.63% | $87.43M | +10,978 | 0.07% |
| Northern Trust Corp | 382,037 | 0.61% | $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 | 93.9% | 121 / 188 | 224 / 68 | 4M | 7M |
| Q1 2026 | 584 | 62M | 98.7% | 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)
481 funds held DVA in Q2 2026, 65% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of DVA | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 1,019,274 | 1.62% | $226.77M | 0.01% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 938,674 | 1.49% | $225.37M | 0.23% | Jul 31, 2026 |
| Vanguard 500 Index Fund | 830,137 | 1.32% | $184.69M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 736,440 | 1.17% | $163.84M | 0.09% | Jun 30, 2026 |
| Neuberger Quality Equity Fund | 631,690 | 1.00% | $122.78M | 2.93% | May 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 466,341 | 0.74% | $103.75M | 0.15% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 442,002 | 0.70% | $98.34M | 0.01% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 427,423 | 0.68% | $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 | 0.28% | $38.83M | 0.01% | Jun 30, 2026 |
| U.S. Core Equity 2 Portfolio | 155,909 | 0.25% | $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 | 1.40% | 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 | 47.85% | Oct 29, 2026 |
| Hathaway Inc Berkshire | 10% owner | 28,314,666 | 45.02% | Oct 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Hathaway Inc Berkshire 10% owner | Oct 27, 2026 | Sale | −382,563 | $180.43 | $69.03M | 28,314,666 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
20.04%
5M shares short
Days to cover
5.1
At 1M shares a day
Change since last report
+4.8%
From 5M shares
Short volume, 20 days
75.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of DaVita's stock actually held short. Settlement fails (shares not delivered on time) peaked at 9,888 shares on Sep 30, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Javier Rodgriguez 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 |
| Javier Rodriguez Officer, Director | Jun 15, 2026 | 30,000 | $6.29M | Jun 15, 2026 | Employee Stk Appreciation right Exercise |
| Kathleen Alyce Waters Officer | Jun 15, 2026 | 8,950 | $1.86M | Jun 15, 2026 | Employee Stock Appr Right exercise |
| James O. Hearty Officer | May 15, 2026 | 15,000 | $2.91M | May 15, 2026 | Employee RSU award vesting |
| David Paul Maughan Officer | May 11, 2026 | 20,529 | $4.07M | May 11, 2026 | ESPP Purchase |
| Joel Ackerman 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 |
| Michael David Staffieri Officer | Nov 27, 2024 | 7,902 | $1.32M | Nov 27, 2024 | SSAR Exercise |
| Michael David Staffieri Officer | Nov 18, 2024 | 7,786 | $1.23M | Nov 18, 2024 | Stock Appreciation Right exercise |
| Michael David Staffieri Officer | Nov 14, 2024 | 7,459 | $1.16M | Nov 14, 2024 | Stock Appreciation Right exercise |
| Javier Rodriguez Officer | Sep 16, 2024 | 50,000 | $8.25M | Sep 16, 2024 | Performance Award vesting |
| Michael David Staffieri Officer | Sep 16, 2024 | 37,295 | $4.94M | Sep 16, 2024 | Stock Appreciation Right Exercise |
| Joel Ackerman Officer | Aug 27, 2024 | 73,647 | $11.42M | Aug 27, 2024 | Emp SSAR Exer |
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