DaVita Inc.
MX ˙ BMV ˙ US23918K1088
SecurityMX:DVA / DaVita Inc.
InstitutionStandard Life Aberdeen plc
Latest Disclosed Ownership1,697 shares
Latest Disclosed Value $ 260,812
Standard Life Aberdeen plc reports 16.16% decrease in ownership of DVA / DaVita Inc.

On April 29, 2026 - Standard Life Aberdeen plc filed a 13F-HR form disclosing ownership of 1,697 shares of DaVita Inc. (MX:DVA) valued at $260,812 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,024 shares of DaVita Inc.. This represents a change in shares of -16.16% 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)
2026-04-29 2026-03-31 13F DAVITA COM 23918K108 1,697 -327 -16.16 261 13.54 0.0002
2026-01-16 2025-12-31 13F DAVITA COM 23918K108 2,024 -9,522 -82.47 230 -84.80 0.0004
2025-11-07 2025-09-30 13F DAVITA COM 23918K108 11,546 -37,663 -76.54 1,508 -78.50 0.0024
2025-07-24 2025-06-30 13F DAVITA COM 23918K108 49,209 6,956 16.46 7,010 9.40 0.0119
2025-05-13 2025-03-31 13F DAVITA COM 23918K108 42,253 -140,420 -76.87 6,408 -76.52 0.0125
2025-01-24 2024-12-31 13F DAVITA COM 23918K108 182,673 -6,392 -3.38 27,290 -11.17 0.0512
2024-10-25 2024-09-30 13F DAVITA COM 23918K108 189,065 2,180 1.17 30,719 18.62 0.0563
2024-08-09 2024-06-30 13F DAVITA COM 23918K108 186,885 7,294 4.06 25,897 4.45 0.0496
2024-05-09 2024-03-31 13F DAVITA COM 23918K108 179,591 11,275 6.70 24,793 40.61 0.0486
2024-01-31 2023-12-31 13F DAVITA COM 23918K108 168,316 24,966 17.42 17,633 30.13 0.0382
2023-11-07 2023-09-30 13F DAVITA COM 23918K108 143,350 11,578 8.79 13,551 2.35 0.0346
2024-06-20 2023-06-30 13F/A-1 DAVITA COM 23918K108 131,772 12,844 10.80 13,239 37.25 0.0308
2023-08-04 2023-06-30 13F DAVITA COM 23918K108 131,772 12,844 13,239 0.0308
2024-06-20 2023-03-31 13F/A-1 DAVITA COM 23918K108 118,928 50,039 72.64 9,646 87.56 0.0241
2023-04-28 2023-03-31 13F DAVITA COM 23918K108 118,928 50,039 9,646 0.0241
2024-06-20 2022-12-31 13F/A-1 DAVITA COM 23918K108 68,889 4,574 7.11 5,144 -3.38 0.0140
2023-02-10 2022-12-31 13F DAVITA COM 23918K108 68,889 4,574 5,144 0.0140
2022-11-10 2022-09-30 13F DAVITA COM 23918K108 64,315 31,443 95.65 5,323 100.79 0.0158
2022-08-05 2022-06-30 13F DAVITA COM 23918K108 32,872 3,252 10.98 2,651 -21.85 0.0083
2022-05-04 2022-03-31 13F DAVITA COM 23918K108 29,620 -15,103 -33.77 3,392 -33.32 0.0087
2022-02-10 2021-12-31 13F/A-1 DAVITA COM 23918K108 44,723 -6,764 -13.14 5,087 -16.93 0.0112
2022-02-08 2021-12-31 13F DAVITA COM 23918K108 44,723 -6,764 5,087 0.0037
2021-11-15 2021-09-30 13F DAVITA COM 23918K108 51,487 -1,971 -3.69 6,124 -4.89 0.0138
2021-08-10 2021-06-30 13F DAVITA COM 23918K108 53,458 -5,661 -9.58 6,439 1.00 0.0141
2021-05-06 2021-03-31 13F DAVITA COM 23918K108 59,119 -3,425 -5.48 6,375 -13.18 0.0145
2021-02-10 2020-12-31 13F DAVITA COM 23918K108 62,544 -9,830 -13.58 7,343 18.45 0.0179
2020-10-21 2020-09-30 13F DAVITA COM 23918K108 72,374 -7,070 -8.90 6,199 -1.40 0.0165
2020-08-10 2020-06-30 13F DAVITA COM 23918K108 79,444 345 0.44 6,287 4.47 0.0170
2020-05-13 2020-03-31 13F DAVITA COM 23918K108 79,099 -1,848 -2.28 6,018 -0.91 0.0191
2020-02-18 2019-12-31 13F DAVITA COM 23918K108 80,947 -11,394 -12.34 6,073 15.24 0.0147
2019-11-13 2019-09-30 13F DAVITA COM 23918K108 92,341 108 0.12 5,270 1.48 0.0131
2019-08-13 2019-06-30 13F DAVITA COM 23918K108 92,233 -347 -0.37 5,193 3.30 0.0115
2019-05-14 2019-03-31 13F DAVITA COM 23918K108 92,580 20,308 28.10 5,027 37.24 0.0109
2019-02-12 2018-12-31 13F DAVITA COM 23918K108 72,272 -4,263 -5.57 3,663 -33.19 0.0087
2018-11-20 2018-09-30 13F/A-1 DAVITA COM 23918K108 76,535 1,332 1.77 5,483 4.98 0.0102
2018-11-13 2018-09-30 13F DAVITA COM 23918K108 76,535 1,332 5,483
2018-08-09 2018-06-30 13F DAVITA COM 23918K108 75,203 4,997 7.12 5,223 12.83 0.0100
2018-05-15 2018-03-31 13F DAVITA COM 23918K108 70,206 -4,629 -6.19 4,629 -14.40 0.0092
2018-02-12 2017-12-31 13F DAVITA COM 23918K108 74,835 2,429 3.35 5,408 25.74 0.0103
2017-11-14 2017-09-30 13F DAVITA COM 23918K108 72,406 72,406 4,301 0.0078
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.