DaVita Inc.
MX ˙ BMV ˙ US23918K1088
SecurityMX:DVA / DaVita Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership532,087 shares
Latest Disclosed Value $ 81,736,562
Neuberger Berman Group LLC reports 20.50% increase in ownership of DVA / DaVita Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 532,087 shares of DaVita Inc. (MX:DVA) valued at $81,736,562 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 441,556 shares of DaVita Inc.. This represents a change in shares of 20.50% 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)
2026-05-14 2026-03-31 13F DAVITA Common 23918K108 532,087 90,531 20.50 81,737 62.92 0.0622
2026-02-13 2025-12-31 13F DAVITA Common 23918K108 441,556 -21,694 -4.68 50,170 -18.43 0.0373
2025-11-12 2025-09-30 13F DAVITA Common 23918K108 463,250 269,015 138.50 61,502 122.29 0.0449
2025-08-25 2025-06-30 13F/A-1 DAVITA Common 23918K108 194,235 128,871 197.16 27,669 176.74 0.0213
2025-08-13 2025-06-30 13F DAVITA Common 23918K108 194,235 128,871 27,669 0.0110
2025-05-13 2025-03-31 13F DAVITA Common 23918K108 65,364 57,027 684.02 9,999 702.41 0.0084
2025-02-13 2024-12-31 13F DAVITA Common 23918K108 8,337 133 1.62 1,247 -7.29 0.0010
2024-11-14 2024-09-30 13F DAVITA Common 23918K108 8,204 79 0.97 1,345 19.47 0.0010
2024-11-14 2024-06-30 13F/A-1 DAVITA Common 23918K108 8,125 337 4.33 1,126 4.65 0.0009
2024-08-13 2024-06-30 13F DAVITA Common 23918K108 8,125 337 1,126 0.0009
2024-11-14 2024-03-31 13F/A-1 DAVITA Common 23918K108 7,788 -45 -0.57 1,075 31.10 0.0009
2024-05-13 2024-03-31 13F DAVITA Common 23918K108 7,788 -45 1,075 0.0009
2024-11-14 2023-12-31 13F/A-2 DAVITA Common 23918K108 7,833 -190 -2.37 821 8.18 0.0007
2024-02-09 2023-12-31 13F DAVITA Common 23918K108 7,833 -190 821 0.0007
2023-11-14 2023-09-30 13F DAVITA Common 23918K108 8,023 71 0.89 758 -5.01 0.0007
2023-08-11 2023-06-30 13F DAVITA Common 23918K108 7,952 235 3.05 799 27.68 0.0007
2023-05-12 2023-03-31 13F DAVITA Common 23918K108 7,717 576 8.07 626 17.26 0.0006
2023-02-13 2022-12-31 13F DAVITA Common 23918K108 7,141 2,675 59.90 533 44.44 0.0005
2022-11-15 2022-09-30 13F DAVITA Common 23918K108 4,466 133 3.07 369 6.34 0.0004
2022-08-15 2022-06-30 13F DAVITA Common 23918K108 4,333 -92 -2.08 347 -30.60 0.0003
2022-05-23 2022-03-31 13F/A-1 DAVITA Common 23918K108 4,425 13 0.29 500 8.46 0.0004
2022-05-13 2022-03-31 13F DAVITA Common 23918K108 4,425 13 459 0.0002
2022-02-11 2021-12-31 13F DAVITA Common 23918K108 4,412 4,412 461 0.0004
2019-11-13 2019-09-30 13F DAVITA Common 23918K108 0 -183,954 -100.00 0 -100.00
2019-08-13 2019-06-30 13F DAVITA Common 23918K108 183,954 -14,479 -7.30 10,349 -3.94 0.0124
2019-05-13 2019-03-31 13F DAVITA Common 23918K108 198,433 -47,542 -19.33 10,773 -14.89 0.0132
2019-02-12 2018-12-31 13F DAVITA Common 23918K108 245,975 -349,154 -58.67 12,658 -70.31 0.0176
2018-11-16 2018-09-30 13F/A-1 DAVITA Common 23918K108 595,129 -725,656 -54.94 42,629 -53.52 0.0483
2018-11-13 2018-09-30 13F DAVITA Common 23918K108 595,129 -725,656 42,629
2018-08-13 2018-06-30 13F DAVITA Common 23918K108 1,320,785 -744,730 -36.06 91,716 -32.66 0.1013
2018-05-08 2018-03-31 13F DAVITA Common 23918K108 2,065,515 -556,179 -21.21 136,200 -28.10 0.1556
2018-02-14 2017-12-31 13F DAVITA Common 23918K108 2,621,694 -63,965 -2.38 189,417 18.76 0.2177
2017-11-15 2017-09-30 13F DAVITA COMMON STOCK 23918K108 2,685,659 352,476 15.11 159,501 5.56 0.1995
2017-08-08 2017-06-30 13F DAVITA COMMON STOCK 23918K108 2,333,183 144,042 6.58 151,097 1.55 0.1941
2017-05-10 2017-03-31 13F DAVITA COMMON STOCK 23918K108 2,189,141 20,329 0.94 148,796 6.86 0.1920
2017-02-06 2016-12-31 13F DAVITA COMMON STOCK 23918K108 2,168,812 -16,872 -0.77 139,238 -3.58 0.1870
2016-11-02 2016-09-30 13F DAVITA COMMON STOCK 23918K108 2,185,684 109,530 5.28 144,408 -10.04 0.1959
2016-08-05 2016-06-30 13F DAVITA COMMON STOCK 23918K108 2,076,154 -194,324 -8.56 160,528 -3.65 0.2212
2016-05-06 2016-03-31 13F DAVITA COMMON STOCK 23918K108 2,270,478 82,995 3.79 166,608 9.26 0.2291
2016-01-28 2015-12-31 13F DAVITA COMMON STOCK 23918K108 2,187,483 531,500 32.10 152,489 27.31 0.1996
2015-11-10 2015-09-30 13F DAVITA COMMON STOCK 23918K108 1,655,983 10,008 0.61 119,777 -8.43 0.1543
2015-07-31 2015-06-30 13F DAVITA COMMON STOCK 23918K108 1,645,975 13,639 0.84 130,806 -1.41 0.1454
2015-05-06 2015-03-31 13F DAVITA COMMON STOCK 23918K108 1,632,336 1,632,336 0.00 132,676 0.1417
2015-02-05 2014-12-31 13F DAVITA COMMON STOCK 23918K108 0 -1,163,240 -100.00 0 -100.00
2014-11-04 2014-09-30 13F DAVITA COMMON STOCK 23918K108 1,163,240 -159,969 -12.09 85,079 -11.09 0.0873
2014-08-05 2014-06-30 13F DAVITA COMMON STOCK 23918K108 1,323,209 22,602 1.74 95,694 6.86 0.0934
2014-05-05 2014-03-31 13F DAVITA COMMON STOCK 23918K108 1,300,607 -13,842 -1.05 89,547 7.50 0.0911
2014-02-11 2013-12-31 13F DAVITA COMMON STOCK 23918K108 1,314,449 282,880 27.42 83,297 41.91 0.0856
2013-10-29 2013-09-30 13F/A-1 DAVITA COMMON STOCK 23918K108 1,031,569 565,674 121.42 58,696 4.29 0.0652
2013-10-29 2013-09-30 13F DAVITA COMMON STOCK 23918K108 206,281 18,600
2013-08-13 2013-06-30 13F DAVITA COMMON STOCK 23918K108 465,895 465,895 56,280 0.0669
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.