DaVita Inc.
MX ˙ BMV ˙ US23918K1088
SecurityMX:DVA / DaVita Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,145,436 shares
Latest Disclosed Value $ 176,037,415
Dimensional Fund Advisors Lp reports 5.17% increase in ownership of DVA / DaVita Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,145,436 shares of DaVita Inc. (MX:DVA) valued at $176,037,415 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,089,100 shares of DaVita Inc.. This represents a change in shares of 5.17% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F DAVITA COM 23918K108 1,145,436 56,336 5.17 176,037 42.27 0.0079
2026-02-12 2025-12-31 13F DAVITA COM 23918K108 1,089,100 3,507 0.32 123,733 -14.21 0.0260
2025-11-12 2025-09-30 13F DAVITA COM 23918K108 1,085,593 88,061 8.83 144,230 1.50 0.0310
2025-08-12 2025-06-30 13F DAVITA COM 23918K108 997,532 120,214 13.70 142,095 5.89 0.0329
2025-05-13 2025-03-31 13F DAVITA COM 23918K108 877,318 -25,100 -2.78 134,185 -0.57 0.0334
2025-02-13 2024-12-31 13F DAVITA COM 23918K108 902,418 -76,859 -7.85 134,959 -15.93 0.0324
2024-11-07 2024-09-30 13F DAVITA COM 23918K108 979,277 -2,738 -0.28 160,529 17.96 0.0389
2024-08-09 2024-06-30 13F DAVITA COM 23918K108 982,015 -18,536 -1.85 136,093 -1.47 0.0355
2024-05-10 2024-03-31 13F DAVITA COM 23918K108 1,000,551 -48,455 -4.62 138,126 25.69 0.0374
2024-02-07 2023-12-31 13F DAVITA COM 23918K108 1,049,006 -11,400 -1.08 109,893 9.62 0.0321
2023-11-09 2023-09-30 13F DAVITA COM 23918K108 1,060,406 8,150 0.77 100,249 -5.17 0.0329
2023-08-09 2023-06-30 13F DAVITA COM 23918K108 1,052,256 4,448 0.42 105,714 24.40 0.0337
2023-05-12 2023-03-31 13F DAVITA COM 23918K108 1,047,808 -94,727 -8.29 84,981 99,876.47 0.0286
2023-02-09 2022-12-31 13F DAVITA COM 23918K108 1,142,535 -52,813 -4.42 85 -99.91 0.0252
2022-11-10 2022-09-30 13F DAVITA COM 23918K108 1,195,348 -157,591 -11.65 98,946 -8.54 0.0380
2022-08-12 2022-06-30 13F DAVITA COM 23918K108 1,352,939 -90,150 -6.25 108,186 -33.72 0.0388
2022-05-13 2022-03-31 13F DAVITA COM 23918K108 1,443,089 -249,247 -14.73 163,235 -15.21 0.0503
2022-02-09 2021-12-31 13F DAVITA COM 23918K108 1,692,336 -192,668 -10.22 192,517 -12.17 0.0582
2021-11-12 2021-09-30 13F DAVITA COM 23918K108 1,885,004 -169,002 -8.23 219,183 -11.39 0.0706
2021-08-12 2021-06-30 13F DAVITA COM 23918K108 2,054,006 -215,355 -9.49 247,364 1.14 0.0783
2021-05-14 2021-03-31 13F DAVITA COM 23918K108 2,269,361 -188,166 -7.66 244,580 -15.22 0.0809
2021-03-08 2020-12-31 13F/A-2 DAVITA COM 23918K108 2,457,527 -103,874 -4.06 288,498 31.52 0.1042
2021-02-11 2020-12-31 13F DAVITA COM 23918K108 2,457,527 -103,874 288,498 104,190.1431
2020-11-12 2020-09-30 13F DAVITA COM 23918K108 2,561,401 -438,794 -14.63 219,349 -7.60 0.0930
2020-08-13 2020-06-30 13F DAVITA COM 23918K108 3,000,195 -232,892 -7.20 237,390 -3.46 0.1043
2020-05-14 2020-03-31 13F DAVITA COM 23918K108 3,233,087 -79,482 -2.40 245,908 -1.05 0.1281
2020-02-14 2019-12-31 13F DAVITA COM 23918K108 3,312,569 116,873 3.66 248,520 36.28 0.0906
2019-11-12 2019-09-30 13F DAVITA COM 23918K108 3,195,696 144,383 4.73 182,363 6.24 0.0709
2019-08-13 2019-06-30 13F DAVITA COM 23918K108 3,051,313 405,536 15.33 171,651 19.51 0.0666
2019-08-12 2019-03-31 13F/A-2 DAVITA COM 23918K108 2,645,777 66,556 2.58 143,626 8.23 0.0572
2019-05-10 2019-03-31 13F DAVITA COM 23918K108 2,645,777 66,556 143,626
2019-02-26 2018-12-31 13F/A-1 DAVITA COM 23918K108 2,579,221 7,907 0.31 132,708 -27.94 0.0601
2019-02-13 2018-12-31 13F DAVITA COM 23918K108 2,579,221 7,907 132,708
2018-11-13 2018-09-30 13F DAVITA COM 23918K108 2,571,314 -90,212 -3.39 184,175 -0.36 0.0701
2018-08-10 2018-06-30 13F DAVITA COM 23918K108 2,661,526 -100,679 -3.64 184,834 1.48 0.0737
2018-05-11 2018-03-31 13F DAVITA COM 23918K108 2,762,205 32,357 1.19 182,141 -7.65 0.0759
2018-02-12 2017-12-31 13F DAVITA COM 23918K108 2,729,848 19,156 0.71 197,236 22.53 0.0818
2017-11-13 2017-09-30 13F DAVITA COM 23918K108 2,710,692 237,987 9.62 160,970 0.53 0.0703
2017-08-11 2017-06-30 13F DAVITA COM 23918K108 2,472,705 593,383 31.57 160,122 25.35 0.0739
2017-05-12 2017-03-31 13F DAVITA COM 23918K108 1,879,322 236,224 14.38 127,745 21.09 0.0611
2017-02-09 2016-12-31 13F DAVITA COM 23918K108 1,643,098 8,900 0.54 105,492 -2.29 0.0527
2016-11-10 2016-09-30 13F DAVITA COM 23918K108 1,634,198 112,785 7.41 107,961 -8.22 0.0584
2016-08-09 2016-06-30 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,521,413 -1,347 -0.09 117,632 5.28 0.0677
2016-05-13 2016-03-31 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,522,760 319,461 26.55 111,737 33.20 0.0669
2016-02-10 2015-12-31 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,203,299 191,255 18.90 83,884 14.60 0.0523
2015-11-13 2015-09-30 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 1,012,044 13,950 1.40 73,197 -7.72 0.0480
2015-08-14 2015-06-30 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 998,094 34,253 3.55 79,322 1.25 0.0486
2015-05-14 2015-03-31 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 963,841 75,134 8.45 78,344 16.39 0.0495
2015-02-06 2014-12-31 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 888,707 83,509 10.37 67,313 14.29 0.0442
2014-11-13 2014-09-30 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 805,198 43,703 5.74 58,895 6.94 0.0417
2014-08-08 2014-06-30 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 761,495 211,225 38.39 55,074 45.38 0.0383
2014-05-14 2014-03-31 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 550,270 157,297 40.03 37,884 52.13 0.0283
2014-02-12 2013-12-31 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 392,973 3,708 0.95 24,902 12.43 0.0194
2013-11-13 2013-09-30 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 389,265 227,809 141.10 22,148 13.54 0.0192
2013-08-15 2013-06-30 13F DAVITA HEALTHCARE PARTNERS I COM 23918K108 161,456 161,456 19,507 0.0184
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.