Запись по ценной бумаге · архивный квартал
DVA
DaVita Inc. · Healthcare · Medical - Care Facilities
151Отслеживаемые держатели
-1Δ держателей
53.76MАкций в держании
$8.26BОтчётная стоимость
+7Новые позиции
−9Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -0.7% ·
поток акций -5.6% ·
новые чистые позиции -1.3%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 39.30K | $6.70M | n/a | −2 |
| Q2 2026 | 149 | +2 | 51.82M | $11.52B | +7 | −6 |
| Q1 2026 | 151 | -1 | 53.76M | $8.26B | +7 | −9 |
| Q4 2025 | 151 | +2 | 59.24M | $6.69B | +3 | n/a |
| Q3 2025 | 19 | +1 | 47.03M | $6.25B | +1 | −1 |
| Q2 2025 | 16 | 0 | 47.42M | $6.75B | n/a | n/a |
| Q1 2025 | 13 | -2 | 39.39M | $6.03B | n/a | −2 |
| Q4 2024 | 15 | 0 | 40.69M | $6.09B | +1 | −1 |
| Q3 2024 | 14 | -1 | 38.81M | $6.36B | n/a | −1 |
| Q2 2024 | 15 | n/a | 39.04M | $5.41B | n/a | n/a |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway ✦ | 30.10M | -5.2% | $4.63B | 1.8% | ▼ Trim | 8 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 1.67M | +12.8% | $256.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×13 |
| 3 | Invesco Ltd. | 1.47M | -12.8% | $225.60M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 4 | State Street Global Advisors ✦ (пассивный) | 1.35M | -6.0% | $207.75M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 5 | Dimensional Fund Advisors Lp | 1.15M | +5.2% | $176.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Arrowstreet Capital ✦ | 1.11M | -6.7% | $170.62M | 0.1% | ▼ Trim | 8 | SEC ↗ |
| 7 | D. E. Shaw & Co. ✦ | 504.64K | -0.1% | $77.56M | 0.1% | ▼ Trim | 8 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 447.42K | +43.9% | $68.76M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Northern Trust Corp | 413.23K | -11.9% | $63.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 10 | AQR Capital Management ✦ | 410.01K | +782.9% | $62.75M | 0.0% | ▲ Add | 8 | SEC ↗ ×8 |
| 11 | Charles Schwab Investment… | 383.64K | +1.4% | $58.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Deutsche Bank Ag\ | 262.19K | +0.2% | $40.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | JPMorgan Chase ✦ | 263.17K | +10.4% | $40.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 14 | Royal Bank Of Canada | 242.62K | -6.4% | $37.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 15 | Bank Of America Corp /De/ | 241.06K | -33.4% | $37.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 16 | Renaissance Technologies ✦ | 189.20K | +10.3% | $29.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS AM, a distinct business unit of… | 151.31K | +14.4% | $23.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 18 | Rhumbline Advisers | 120.63K | -11.0% | $18.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Victory Capital Management Inc | 111.69K | +94.3% | $17.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Legal & General Group Plc | 101.44K | -10.3% | $15.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 21 | Schroder Investment Management Group | 97.18K | n/a | $14.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Barclays Plc | 88.86K | -69.2% | $13.66M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 23 | Tudor Investment Corp Et Al | 79.92K | -75.3% | $12.28M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | California Public Employees… | 79.33K | -16.2% | $12.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 78.79K | -70.4% | $12.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | Sei Investments Co | 68.34K | -21.8% | $10.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Bnp Paribas Financial Markets | 54.72K | -55.0% | $8.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 50.52K | -2.5% | $7.76M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 29 | Two Sigma Investments ✦ | 49.12K | +488.0% | $7.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Alliancebernstein L.P. | 61.79K | +24.7% | $7.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | California State Teachers… | 45.24K | +21.6% | $6.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Citigroup Inc | 43.99K | -53.1% | $6.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 33 | Principal Financial Group Inc | 39.82K | -2.4% | $6.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 34 | Raymond James Financial Inc | 38.85K | +47.9% | $5.97M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Fifth Third Bancorp | 38.41K | +831.4% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 38.35K | -23.1% | $5.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 37 | First Trust Advisors Lp | 37.69K | +18.3% | $5.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 36.70K | +98.5% | $5.64M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 39 | National Bank Of Canada /Fi/ | 35.89K | -17.4% | $5.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | State Board Of Administration Of… | 32.35K | -15.8% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 28.64K | +3.5% | $4.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 42 | New York State Common Retirement… | 27.95K | +5.7% | $4.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Manufacturers Life Insurance… | 27.49K | -3.7% | $4.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Franklin Resources Inc | 26.16K | +753.4% | $4.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 45 | State Of Wisconsin Investment Board | 19.76K | -0.7% | $3.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Prudential Financial Inc | 16.95K | +1.4% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Ameriprise Financial Inc | 16.29K | +2.7% | $2.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 48 | Mercer Global Advisors Inc /Adv | 15.42K | +1.3% | $2.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 12.76K | -5.1% | $1.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 50 | Nomura Holdings Inc | 12.31K | +27.7% | $1.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Commonwealth Equity Services, Llc | 11.97K | -1.8% | $1.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Nomura Asset Management… | 11.30K | -31.1% | $1.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Credit Agricole S A | 10.59K | -5.5% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Caisse De Depot Et Placement Du… | 9.20K | Новый | $1.41M | 0.0% | New | 1 | SEC ↗ |
| 55 | Group One Trading Llc | 9.04K | -36.8% | $1.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Mackenzie Financial Corp | 9.00K | +0.9% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | CIBC Asset Management Inc | 8.64K | -3.7% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Voya Investment Management Llc | 7.58K | -3.1% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 59 | Danske Bank A/S | 6.30K | +18.9% | $968,247 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Td Asset Management Inc | 5.83K | -5.1% | $895,398 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Toronto Dominion Bank | 5.17K | -26.3% | $794,296 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 62 | Stifel Financial Corp | 5.15K | -3.8% | $791,197 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 63 | Aviva Plc | 4.10K | Новый | $629,668 | 0.0% | New | 1 | SEC ↗ |
| 64 | American Century Companies Inc | 4.00K | -1.9% | $615,221 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Truist Financial Corp | 3.56K | -2.8% | $546,676 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 66 | Us Bancorp \De\ | 2.83K | +15.8% | $434,481 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 67 | Wellington Management ✦ | 2.37K | -12.6% | $364,552 | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 68 | Bank Of Nova Scotia | 2.27K | -24.8% | $349,645 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Jones Financial Companies Lllp | 1.85K | +45.4% | $285,850 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Northwestern Mutual Wealth… | 1.84K | -79.5% | $282,636 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Mml Investors Services, Llc | 1.81K | Новый | $278,640 | 0.0% | New | 1 | SEC ↗ |
| 72 | Nomura Asset Management Co Ltd | 1.34K | -18.0% | $205,945 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Asset Management One Co., Ltd. | 1.23K | -4.1% | $188,731 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Federated Hermes, Inc. | 140 | -7.3% | $21,517 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Kayne Anderson Rudnick Investment… | 10 | 0.0% | $1,537 | 0.0% | Held | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Caisse De Depot Et Placement… | $1.41M | 0.0% |
| Aviva Plc | $629,668 | 0.0% |
| Mml Investors Services, Llc | $278,640 | 0.0% |
Закрыто
| 1832 Asset Management L.P. | $682,682 | составлял 0.0% |
| Blair William & Co/Il | $341,739 | составлял 0.0% |
| Royal London Asset Management… | $248,806 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 579 держатели, 61.79M акции, $9.13B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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