L3VLUP
← Every manager
Free · no sign-up · Q2 2026

Which funds own DVA

Davita Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $6.8bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding
5
at least, of 91 current
Combined value
$6.8bn
as reported
Opened
1
new this quarter
Added to
3
already held
Trimmed or sold out
3
2 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

ManagerValueWeightSharesChange on the quarterAction
Berkshire Hathaway Inc
Long-only · $299bn book
$6.4bn2.1%28,880,209+$1.8bn-1,220,376Trimmed
Neuberger Berman Group LLC
Long-only · $150bn book
$206m0.1%925,579+$124m+393,492Added
Acadian Asset Management LLC
Quantitative · $84.2bn book
$74m0.1%331,145+$63m+262,957Added
Holocene Advisors LP
Long/short equity · $44.4bn book
$53m0.1%237,665opened237,665New
Davidson Kempner Capital Management LP
Long/short equity · $8.4bn book
$25m0.3%113,098+$20m+79,698Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Ownership through time

At least 10 of the 95 managers whose filings are on file listed DVA in Q2 2026, against 13 in Q2 2013. 1 manager more than in Q1 2026: 2 started positions; 2 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it
01223Q2 2013: 13Q3 2013: 10Q4 2013: 13Q1 2014: 1614Q2 2014: 16Q3 2014: 15Q4 2014: 20Q1 2015: 1615Q2 2015: 23Q3 2015: 20Q4 2015: 23Q1 2016: 1916Q2 2016: 23Q3 2016: 15Q4 2016: 15Q1 2017: 1617Q2 2017: 14Q3 2017: 15Q4 2017: 16Q1 2018: 2218Q2 2018: 14Q3 2018: 17Q4 2018: 16Q1 2019: 1619Q2 2019: 9Q3 2019: 10Q4 2019: 15Q1 2020: 1320Q2 2020: 10Q3 2020: 7Q4 2020: 4Q1 2021: 621Q2 2021: 10Q3 2021: 10Q4 2021: 10Q1 2022: 922Q2 2022: 8Q3 2022: 7Q4 2022: 6Q1 2023: 1023Q2 2023: 10Q3 2023: 10Q4 2023: 8Q1 2024: 1324Q2 2024: 8Q3 2024: 12Q4 2024: 10Q1 2025: 925Q2 2025: 11Q3 2025: 13Q4 2025: 13Q1 2026: 926Q2 2026: 10
  • Q2 2013: 13
  • Q3 2013: 10
  • Q4 2013: 13
  • Q1 2014: 16
  • Q2 2014: 16
  • Q3 2014: 15
  • Q4 2014: 20
  • Q1 2015: 16
  • Q2 2015: 23
  • Q3 2015: 20
  • Q4 2015: 23
  • Q1 2016: 19
  • Q2 2016: 23
  • Q3 2016: 15
  • Q4 2016: 15
  • Q1 2017: 16
  • Q2 2017: 14
  • Q3 2017: 15
  • Q4 2017: 16
  • Q1 2018: 22
  • Q2 2018: 14
  • Q3 2018: 17
  • Q4 2018: 16
  • Q1 2019: 16
  • Q2 2019: 9
  • Q3 2019: 10
  • Q4 2019: 15
  • Q1 2020: 13
  • Q2 2020: 10
  • Q3 2020: 7
  • Q4 2020: 4
  • Q1 2021: 6
  • Q2 2021: 10
  • Q3 2021: 10
  • Q4 2021: 10
  • Q1 2022: 9
  • Q2 2022: 8
  • Q3 2022: 7
  • Q4 2022: 6
  • Q1 2023: 10
  • Q2 2023: 10
  • Q3 2023: 10
  • Q4 2023: 8
  • Q1 2024: 13
  • Q2 2024: 8
  • Q3 2024: 12
  • Q4 2024: 10
  • Q1 2025: 9
  • Q2 2025: 11
  • Q3 2025: 13
  • Q4 2025: 13
  • Q1 2026: 9
  • Q2 2026: 10
Their combined reported value
$0$4bn$7bnQ2 2013: $2.8bnQ3 2013: $2.6bnQ4 2013: $3.5bnQ1 2014: $4.0bn14Q2 2014: $4.1bnQ3 2014: $4.7bnQ4 2014: $5.3bnQ1 2015: $5.9bn15Q2 2015: $5.6bnQ3 2015: $5.2bnQ4 2015: $4.6bnQ1 2016: $4.7bn16Q2 2016: $5.2bnQ3 2016: $3.4bnQ4 2016: $3.2bnQ1 2017: $3.3bn17Q2 2017: $3.0bnQ3 2017: $3.0bnQ4 2017: $3.5bnQ1 2018: $3.2bn18Q2 2018: $3.3bnQ3 2018: $3.4bnQ4 2018: $2.5bnQ1 2019: $2.7bn19Q2 2019: $2.8bnQ3 2019: $2.5bnQ4 2019: $3.2bnQ1 2020: $3.2bn20Q2 2020: $3.2bnQ3 2020: $3.1bnQ4 2020: $4.4bnQ1 2021: $4.2bn21Q2 2021: $4.9bnQ3 2021: $4.4bnQ4 2021: $4.3bnQ1 2022: $4.3bn22Q2 2022: $2.9bnQ3 2022: $3.0bnQ4 2022: $2.7bnQ1 2023: $3.0bn23Q2 2023: $3.9bnQ3 2023: $3.7bnQ4 2023: $3.9bnQ1 2024: $5.2bn24Q2 2024: $5.1bnQ3 2024: $6.1bnQ4 2024: $5.5bnQ1 2025: $5.6bn25Q2 2025: $5.0bnQ3 2025: $4.6bnQ4 2025: $4.1bnQ1 2026: $5.1bn26Q2 2026: $7.2bn
  • Q2 2013: $2.8bn
  • Q3 2013: $2.6bn
  • Q4 2013: $3.5bn
  • Q1 2014: $4.0bn
  • Q2 2014: $4.1bn
  • Q3 2014: $4.7bn
  • Q4 2014: $5.3bn
  • Q1 2015: $5.9bn
  • Q2 2015: $5.6bn
  • Q3 2015: $5.2bn
  • Q4 2015: $4.6bn
  • Q1 2016: $4.7bn
  • Q2 2016: $5.2bn
  • Q3 2016: $3.4bn
  • Q4 2016: $3.2bn
  • Q1 2017: $3.3bn
  • Q2 2017: $3.0bn
  • Q3 2017: $3.0bn
  • Q4 2017: $3.5bn
  • Q1 2018: $3.2bn
  • Q2 2018: $3.3bn
  • Q3 2018: $3.4bn
  • Q4 2018: $2.5bn
  • Q1 2019: $2.7bn
  • Q2 2019: $2.8bn
  • Q3 2019: $2.5bn
  • Q4 2019: $3.2bn
  • Q1 2020: $3.2bn
  • Q2 2020: $3.2bn
  • Q3 2020: $3.1bn
  • Q4 2020: $4.4bn
  • Q1 2021: $4.2bn
  • Q2 2021: $4.9bn
  • Q3 2021: $4.4bn
  • Q4 2021: $4.3bn
  • Q1 2022: $4.3bn
  • Q2 2022: $2.9bn
  • Q3 2022: $3.0bn
  • Q4 2022: $2.7bn
  • Q1 2023: $3.0bn
  • Q2 2023: $3.9bn
  • Q3 2023: $3.7bn
  • Q4 2023: $3.9bn
  • Q1 2024: $5.2bn
  • Q2 2024: $5.1bn
  • Q3 2024: $6.1bn
  • Q4 2024: $5.5bn
  • Q1 2025: $5.6bn
  • Q2 2025: $5.0bn
  • Q3 2025: $4.6bn
  • Q4 2025: $4.1bn
  • Q1 2026: $5.1bn
  • Q2 2026: $7.2bn

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Largest increases, by shares

Largest decreases, by shares

Left it

No manager on file is shown leaving it.

ManagerValue over timeFirst listedLargestQ2 2026
Berkshire Hathaway IncQ2 2013$6.4bn$6.4bn
Neuberger Berman Group LLCQ2 2013$206m$206m
Arrowstreet Capital LPQ2 2017$198m$198m
D. E. Shaw & Co.Q2 2013$329m$143m
Acadian Asset Management LLCQ2 2015$107m$74m
Holocene Advisors LPQ4 2017$63m$53m
Davidson Kempner Capital Management LPQ1 2026$25m$25m
Woodline Partners LPQ1 2020$70m$23m
Verition Fund Management LLCQ2 2013$11m$9.7m
Caxton Associates LLPQ1 2014$5.0m$2.1m
Fidelity (FMR LLC)Q2 2013$576mlast listed Q2 2016
Lone Pine Capital LLCQ3 2013$573mlast listed Q3 2015
Viking Global Investors LPQ4 2013$517mlast listed Q2 2019
T. Rowe Price Associates IncQ1 2014$489mlast listed Q4 2016
Egerton Capital UK LLPQ4 2013$352mlast listed Q2 2016
Invesco LtdQ2 2018$212mlast listed Q2 2021
Millennium Management LLCQ2 2013$212mlast listed Q4 2025
Glenview Capital Management LLCQ1 2019$185mlast listed Q1 2023
Citadel Advisors LLCQ2 2016$151mlast listed Q2 2023
Renaissance Technologies LLCQ2 2013$106mlast listed Q3 2024

What DVA is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around DVA →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Company names, tickers and logos are the trademarks of their respective owners and appear here to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, and nothing here is a statement by or about that company. More

The holdings, every quarter, and the week between

One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.

One email a week, free, and you can leave at any point.