13FPulse
DV

DVA DAVITA INC

2026Q2 · CUSIP 23918K108 · Sector: Healthcare & Biotech

Piling in

Net holder growth ranks near the top of the market

Funds that own it
611
Institutions that reported holding it to the SEC
Net increase in holders
+33
Last quarter 578 → now 611
How unusual is that
Top 10%
Stronger buying than 91% of US stocks
What the filings say, in one paragraph

611 funds held DVA at the end of 2026Q2, up 33 from the quarter before. That is stronger buying than 90.7% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $14.0B(YoY +6.5%), the P/E is 14.9x. DVA has had 22 buying rushes in its history, and the price moved +5.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Healthcare & Biotech sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=404 2013Q4: holders=441 2014Q1: holders=459 2014Q2: holders=458 2014Q3: holders=457 2014Q4: holders=482 2015Q1: holders=471 2015Q2: holders=484 2015Q3: holders=462 2015Q4: holders=491 2016Q1: holders=466 2016Q2: holders=490 2016Q3: holders=470 2016Q4: holders=472 2017Q1: holders=473 2017Q2: holders=470 2017Q3: holders=436 2017Q4: holders=471 2018Q1: holders=492 2018Q2: holders=471 2018Q3: holders=484 2018Q4: holders=440 2019Q1: holders=431 2019Q2: holders=393 2019Q3: holders=410 2019Q4: holders=449 2020Q1: holders=480 2020Q2: holders=494 2020Q3: holders=481 2020Q4: holders=518 2021Q1: holders=485 2021Q2: holders=504 2021Q3: holders=503 2021Q4: holders=487 2022Q1: holders=507 2022Q2: holders=457 2022Q3: holders=435 2022Q4: holders=444 2023Q1: holders=435 2023Q2: holders=466 2023Q3: holders=497 2023Q4: holders=533 2024Q1: holders=535 2024Q2: holders=556 2024Q3: holders=594 2024Q4: holders=596 2025Q1: holders=591 2025Q2: holders=588 2025Q3: holders=559 2025Q4: holders=532 2026Q1: holders=578 2026Q2: holders=611 -50 -25 +0 +25 +50 353498642 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 22 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2026Q1 Top 10%
2024Q3 Top 10% -9.5% -12.0%
2024Q2 Top 20% +2.7% +3.1%
2023Q4 Top 20% +14.4% +24.5%
2023Q3 Top 5% +29.8% +48.8%
2023Q2 Top 10% -11.7% +14.9%
2022Q1 Top 10% -5.2% -26.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
260
Change in large funds
+23
Total value they hold
$13.1B
Funds buying for the first time
121
Funds that sold out entirely
88
Price change that quarter
-9.4%
Funds holding puts (bearish)
16
Funds holding calls (bullish)
18

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
14.9
EPS (TTM)
$12.15
EPS YoY
+19.6%
Revenue (TTM)
$14.0B
Revenue YoY
+6.5%
Net margin
6.0%
ROE
Debt ratio
93.9%
FCF (TTM)
$1.6B
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 2.36 2021-12-31: EPS 1.81 2022-03-31: EPS 1.61 2022-06-30: EPS 2.30 2022-09-30: EPS 1.13 2022-12-31: EPS 0.81 2023-03-31: EPS 1.25 2023-06-30: EPS 1.91 2023-09-30: EPS 2.62 2023-12-31: EPS 1.64 2024-03-31: EPS 2.65 2024-06-30: EPS 2.50 2024-09-30: EPS 2.50 2024-12-31: EPS 3.08 2025-03-31: EPS 2.00 2025-06-30: EPS 2.58 2025-09-30: EPS 2.04 2025-12-31: EPS 3.22 2026-03-31: EPS 2.87 2026-06-30: EPS 4.02 0B 1.8B 3.6B $B 0.00 2.21 4.42 201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 15 9 15 21 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-256M210M675M 20162017201820192020202120222023202420252026
Latest quarter $219M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.