DaVita Inc.· DVA

🇺🇸 US · LargeSP500NYSE

Healthcare Medical - Care Facilities Website

Price: $183.86
Day: +0.42%
Mkt Cap: $11.80B
52W Range: $101.00 – $247.49
Volume: 2.10M
Beta: 0.83

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 2.9 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 665 institutions hold; 317 added, 223 reduced
Insiders Q3 2026: no purchases, 1 sale ($36.5M)

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DaVita Inc.

DVA|Healthcare|Medical - Care Facilities

Current price: $184

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 2.0 avg per quarter

Institutional net breadth · Q2 2026

+145

440 adding vs 295 reducing

Institutional ownership · Q2 2026

91.7%

665 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BERKSHIRE HATHAWAY INC

28.9M

-0.2%

BLACKROCK, INC.

2.5M

-7.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.1M

+0.3%

MORGAN STANLEY

1.6M

+0.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4M

-3.1%

STATE STREET CORP

1.3M

+1.8%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

169

109

47 buying169 unchanged109 selling

325 funds held DVA in Q2 2026, holding 13.5M shares between them, down 1.9% on the quarter.

Largest fund holders

GLENMEDE FUND INC436.1K sh

SPDR SERIES TRUST137.1K sh

NATIONWIDE MUTUAL FUNDS28.0K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Jul 31

BERKSHIRE HATHAWAY INC

$230.0M

Sale · Jan 29

BERKSHIRE HATHAWAY INC

$199.9M

Sale · May 1

BERKSHIRE HATHAWAY INC

$182.9M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

DVA Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

2.9/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

Fund Flow

10% weight

-60

Overall Smart Money sentiment of 2.9/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for DVA

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

1 sale totaling $36.5M (183.0K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

Buying seen in 1 of 15 quarters

Steady selling pace across recent quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.58%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 2.0 avg per quarter

Q4 2022

Last insider purchase

buying in 1 of 16 quarters

Notable Recent Transactions, DVA

Top 8 highest-value insider trades from the last 8 quarters

BERKSHIRE HATHAWAY INC

10% Owner

Sell

1,635,962 shares at $140.61

≈4.8% of their stake at the time

Jul 31, 2025$230.02M

BERKSHIRE HATHAWAY INC

10% Owner

Sell

1,658,480 shares at $120.56

≈5.2% of their stake at the time

Jan 29, 2026$199.94M

BERKSHIRE HATHAWAY INC

10% Owner

Sell

1,220,376 shares at $149.84

≈4.1% of their stake at the time

May 1, 2026$182.86M

BERKSHIRE HATHAWAY INC

10% Owner

Sell

1,145,938 shares at $147.11

≈3.3% of their stake at the time

May 8, 2025$168.58M

BERKSHIRE HATHAWAY INC

10% Owner

Sell

401,514 shares at $135.36

≈1.2% of their stake at the time

Oct 27, 2025$54.35M

BERKSHIRE HATHAWAY INC

10% Owner

Sell

182,980 shares at $199.55

≈0.6% of their stake at the time

Jul 31, 2026$36.51M

BERKSHIRE HATHAWAY INC

10% Owner

Sell

203,091 shares at $156.01

≈0.6% of their stake at the time

Feb 11, 2025$31.68M

BERKSHIRE HATHAWAY INC

10% Owner

Sell

91,987 shares at $154.70

≈0.3% of their stake at the time

Feb 14, 2025$14.23M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for DVA

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

91.7% institutional ownership

Slight accumulation: 440 adding vs 295 reducing

13F shares decreased by 4.6%, a notable change

+145

Net breadth

440 adding vs 295 reducing

Accumulating

1.49

Add / reduce ratio

in Q2 2026

+51

New − closed

123 initiated, 72 exited

6 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+440 growing-295 shrinkingNet: +145

123

317

223

New (123)

Increased (317)

Reduced (223)

Closed (72)

Top Institutional Holders, DVA

Largest 8 institutional positions by ownership percentage as of Q2 2026

BERKSHIRE HATHAWAY INC

28.9M

$6.4B

Ownership

44.58%

-0.2%

BLACKROCK, INC.

2.5M

$547.5M

Ownership

3.80%

-7.5%

VANGUARD CAPITAL MANAGEMENT LLC

2.1M

$467.5M

Ownership

3.24%

+0.3%

MORGAN STANLEY

1.6M

$356.3M

Ownership

2.47%

+0.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

1.4M

$306.6M

Ownership

2.13%

-3.1%

STATE STREET CORP

1.3M

$294.3M

Ownership

2.04%

+1.8%

INVESCO LTD.

1.2M

$269.6M

Ownership

1.87%

-14.1%

DIMENSIONAL FUND ADVISORS LP

1.1M

$253.1M

Ownership

1.76%

+3.3%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 325 ETFs and mutual funds reporting

47 buying109 sellingNet: -62

169

109

Buying (47)

Unchanged (169)

Selling (109)

In total, funds bought 812.7K shares and sold 1.1M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Very Bearish

Funds distributing in Q2 2026

325 ETFs and mutual funds reporting

109 funds selling vs 47 buying

Top Fund Holders, DVA

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

GLENMEDE FUND INC

436.1K

Weight

26.55%

Jul 31, 2026No change

SPDR SERIES TRUST

137.1K

Weight

0.68%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

28.0K

Weight

0.00%

Jul 31, 2026Increased

HUSSMAN INVESTMENT TRUST

8.4K

Weight

0.18%

Jun 30, 2026No change

Advisors' Inner Circle Fund III

7.2K

Weight

0.00%

Jun 30, 2026Decreased

VANGUARD VARIABLE INSURANCE FUNDS

7.2K

Weight

0.01%

Jun 30, 2026Decreased

Amplify ETF Trust

7.1K

Weight

0.02%

Jun 30, 2026No change

JPMORGAN TRUST II

6.8K

Weight

0.00%

Jun 30, 2026Decreased

DaVita Inc.· DVA

Holdings Analysis

Insider Trading Activity

1.3Transaction History70Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History70Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings149Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights