Filer Snapshot

DAVIS SELECTED ADVISERS

CIK 0001036325. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

64

Latest filing

07 May 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

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Latest 13F portfolio

$21.78B

112 holdings for Q1 2026

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Largest parsed holding

COF

$1.56B reported value

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13D/G large stake

MGM

31 Mar 2026 · 9.5% ownership

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Source: SEC Form 13F

13F-HR filed on 07 May 2026 for CIK 0001036325.

View source filing
Notable people
Christopher Davis
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$21.78B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Latest reported 13F value

13F
$21.78B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Largest 13F holdings

13F
COF CTRA USB VTRS META
+15 moreMGM GOOGL CVS TSN MKL AMZN BRKA WFC CI TXN TECK JBS LYB SOLV AMAT

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

COF CTRA USB VTRS META MGM GOOGL CVS
+12 moreTSN MKL AMZN BRKA WFC CI TXN TECK JBS LYB SOLV AMAT

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

VTRS MGM
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
2949 E. Elvira Road, Suite 101, Tucson, AZ, 85756
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
CO
Fiscal year end
31 December

Filer intelligence

What SEC filings say about DAVIS SELECTED ADVISERS

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $21.78B across 112 reported holdings for Q1 2026.
  • Largest parsed 13F holding: COF at $1.56B.
  • 2 recent 13D/G stake rows found; top row is MGM at 9.5% ownership.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 112 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 2 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 07 May 2026

Top 5 concentration

28%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$6.06B

Compared with $21.78B total 13F value.

Top 5 net change

+$138.62M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: LYB · Largest trim: AMAT

COF CTRA USB VTRS META Other holdings

COF

7.2%

Capital One Financial Corp.

$1.56B

CTRA

6%

Coterra Energy, Inc.

$1.3B

USB

5.3%

U.S. Bancorp

$1.16B

VTRS

4.9%

Viatris Inc.

$1.06B

META

4.5%

Meta Platforms, Inc., Class A

$983.59M

13D/G large-stake context

MGM

31 Mar 2026 · Common Stock

9.5%
Issuer page 13D/G history

VTRS

31 Mar 2026 · Common Stock

6.8%
Issuer page 13D/G history

Latest update

What changed recently for DAVIS SELECTED ADVISERS

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

07 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 07 May 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

DAVIS SELECTED ADVISERS has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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SEC filing record

CIK 0001036325 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
64
First seen
12 Feb 2014
Latest filing
07 May 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A SCHEDULE 13G SCHEDULE 13G/A

CIK-linked evidence first

DAVIS SELECTED ADVISERS SEC filings DAVIS SELECTED ADVISERS 13F portfolio DAVIS SELECTED ADVISERS 13D/G history Open SEC filing index

Latest Filings

Showing the latest 12 of 64 SEC filings for DAVIS SELECTED ADVISERS.

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13F-HR

13F-HR filing

Filing date
07 May 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
05 May 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
04 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
04 Feb 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
02 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
29 Dec 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
10 Nov 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
07 Aug 2025
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
Verify source filing
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