Davis Selected Advisers - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Davis Selected Advisers held in its portfolio 108 assets valued at $22,249,323,816 (i.e. $22.25B).
The most valuable assets in the portfolio included: Capital One Financial Corp. ($2.09B), U.S. Bancorp ($1.18B), and Meta Platforms, Inc., Class A ($1.16B).
The chart below shows the top 10 valuable assets, and the table below shows the top 108 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Davis Selected Advisers - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Capital One Financial Corp. | 8614766 | 2087878344 | Common Stock |
| U.S. Bancorp | 22041759 | 1176148497 | Common Stock |
| Meta Platforms, Inc., Class A | 1752974 | 1157130854 | Common Stock |
| Applied Materials, Inc. | 4201298 | 1079695847 | Common Stock |
| CVS Health Corporation | 12760511 | 1012674950 | Common Stock |
| MGM Resorts International | 26820202 | 978669323 | Common Stock |
| Alphabet Inc., Class A | 3118760 | 976174798 | Common Stock |
| Viatris Inc. | 78177984 | 973315913 | Common Stock |
| Markel Group, Inc | 415160 | 892495821 | Common Stock |
| Coterra Energy, Inc. | 32537508 | 856387283 | Common Stock |
| Amazon.com, Inc. | 3429262 | 791545223 | Common Stock |
| Wells Fargo & Co. | 8258031 | 769649182 | Common Stock |
| Tyson Foods Inc | 12827540 | 751950994 | Common Stock |
| Berkshire Hathaway Inc., Class A | 943 | 711776400 | Common Stock |
| Teck Resources Ltd., Class B | 12019609 | 575619508 | Common Stock |
| Texas Instruments, Inc. | 2853227 | 495008831 | Common Stock |
| Solventum Corp. | 6220072 | 492879705 | Common Stock |
| UnitedHealth Group Inc. | 1273400 | 420368751 | Common Stock |
| Berkshire Hathaway Inc., Class B | 739875 | 371908140 | Common Stock |
| Chubb Ltd. | 1186647 | 370380411 | Common Stock |
| Trip.com Group Ltd., ADR | 5053389 | 363389353 | ADR |
| Pinterest, Inc., Class A | 11801983 | 305553581 | Common Stock |
| Quest Diagnostics Inc. | 1589883 | 275895498 | Common Stock |
| Restaurant Brands International, Inc. | 4020791 | 274339592 | Common Stock |
| Owens Corning | 2046583 | 229034800 | Common Stock |
| Alphabet Inc., Class C | 710963 | 223101674 | Common Stock |
| AGCO Corporation | 2048835 | 213736210 | Common Stock |
| Cigna Group | 752852 | 207212398 | Common Stock |
| Full Truck Alliance Co. Ltd., ADR | 17537524 | 188177633 | ADR |
| JPMorgan Chase & Co. | 571586 | 184176369 | Common Stock |
| Davis Select U.S. Equity ETF | 3384566 | 173052858 | ETF |
| JBS N.V., Class A | 11854741 | 170945362 | Common Stock |
| ConocoPhillips | 1797887 | 168301392 | Common Stock |
| AppLovin Corp., Class A | 247981 | 167098339 | Common Stock |
| Fifth Third Bancorp | 2744310 | 128461151 | Common Stock |
| Davis Select International ETF | 3892451 | 110934845 | ETF |
| PNC Financial Services Group, Inc. | 530089 | 110645477 | Common Stock |
| Davis Select Financial ETF | 2130361 | 102960342 | ETF |
| Darling Ingredients Inc. | 2842306 | 102323526 | Common Stock |
| IAC Inc. | 2514072 | 98300787 | Common Stock |
| Davis Select Worldwide ETF | 1917460 | 89430314 | ETF |
| American Express Co. | 241700 | 89416822 | Common Stock |
| Wesco International, Inc. | 364502 | 89172369 | Common Stock |
| RenaissanceRe Holdings Ltd | 229739 | 64593417 | Common Stock |
| Bank of America Corp. | 1149873 | 63243015 | Common Stock |
| Loews Corp. | 600046 | 63190844 | Common Stock |
| Rocket Companies, Inc., Class A | 3227910 | 62492338 | Common Stock |
| Chime Financial, Inc. | 2472106 | 62222908 | Common Stock |
| Bank of New York Mellon Corp. | 521722 | 60566667 | Common Stock |
| NetEase Inc. - ADR | 426164 | 58649113 | ADR |
| Sea Ltd., Class A, ADR | 436534 | 55689027 | ADR |
| Bank of N.T. Butterfield & Son Limited | 1053710 | 52495832 | Common Stock |
| Everest Group, Ltd. | 118017 | 40049069 | Common Stock |
| Fiserv, Inc. | 568982 | 38218521 | Common Stock |
| Vale S.A., ADR | 2931198 | 38193510 | ADR |
| Charles Schwab Corp. | 301695 | 30142347 | Common Stock |
| Microsoft Corp. | 60801 | 29405634 | Common Stock |
| KE Holdings Inc., Class A, ADR | 1851804 | 29184431 | ADR |
| iShares S&P 500 Value Index Fund | 127053 | 26944130 | ETF |
| Johnson Controls International plc | 209960 | 25143113 | Common Stock |
| Prologis, Inc. | 180126 | 22994885 | Common Stock |
| NVIDIA Corp. | 111038 | 20709251 | Common Stock |
| State Street Corp. | 143773 | 18548155 | Common Stock |
| Equinix, Inc. | 20773 | 15915442 | Common Stock |
| BXP, Inc. | 233910 | 15784247 | Common Stock |
| Oracle Corporation | 79416 | 15479547 | Common Stock |
| Brixmor Property Group, Inc. | 555970 | 14577533 | Common Stock |
| AvalonBay Communities, Inc. | 78840 | 14294480 | Common Stock |
| SAP SE - ADR | 56347 | 13688124 | ADR |
| Rexford Industrial Realty, Inc. | 344830 | 13351818 | Common Stock |
| Cousins Properties, Inc. | 499615 | 12880075 | Common Stock |
| ANGI Inc., Class A | 948993 | 12270479 | Common Stock |
| Digital Realty Trust, Inc. | 79250 | 12260768 | Common Stock |
| Simon Property Group, Inc. | 66183 | 12251135 | Common Stock |
| Sunstone Hotel Investors, Inc. | 1279610 | 11439713 | Common Stock |
| Public Storage, Inc. | 43520 | 11293440 | Common Stock |
| M & T Bank Corp | 55846 | 11251852 | Common Stock |
| American Tower Corp | 63970 | 11231213 | Common Stock |
| Noah Holdings Ltd., Class A, ADS | 1021585 | 10256713 | ADR |
| Camden Property Trust | 86930 | 9569254 | Common Stock |
| Truist Financial Corp. | 192053 | 9450928 | Common Stock |
| JD.com Inc., Class A, ADR | 329221 | 9448643 | ADR |
| Regency Centers Corporation | 136650 | 9432950 | Common Stock |
| Eastgroup Properties, Inc. | 51630 | 9197368 | Common Stock |
| American Homes 4 Rent - Class A | 278610 | 8943381 | Common Stock |
| Ventas, Inc. | 114410 | 8853046 | Common Stock |
| Alexandria Real Estate Equities, Inc. | 178127 | 8717535 | Common Stock |
| Mid-America Apartment Communities, Inc. | 59380 | 8248476 | Common Stock |
| COPT Defense Properties | 294740 | 8193772 | Common Stock |
| Healthpeak Properties, Inc. | 435936 | 7009851 | Common Stock |
| Terreno Realty Corp. | 117937 | 6924081 | Common Stock |
| Equity Residential | 104515 | 6588626 | Common Stock |
| VICI Properties, Inc. | 216240 | 6080669 | Common Stock |
| Community Healthcare Trust, Inc. | 325560 | 5345695 | Common Stock |
| Sun Communities, Inc. | 42840 | 5308304 | Common Stock |
| Realty Income Corp. | 91390 | 5151654 | Common Stock |
| Essex Property Trust, Inc. | 16511 | 4320598 | Common Stock |
| UDR, Inc. | 113280 | 4155110 | Common Stock |
| Synopsys, Inc. | 8655 | 4065427 | Common Stock |
| Crown Castle, Inc. | 42160 | 3746759 | Common Stock |
| Extra Space Storage, Inc. | 27955 | 3640300 | Common Stock |
| Hudson Pacific Properties, Inc. | 324026 | 3509202 | Common Stock |
| Douglas Emmett, Inc | 309810 | 3404812 | Common Stock |
| NetSTREIT Corp. | 189600 | 3344544 | Common Stock |
| CubeSmart | 90930 | 3278027 | Common Stock |
| Taiwan Semiconductor Manufacturing, ADR | 7200 | 2188008 | ADR |
| Lam Research Corp. | 12280 | 2102090 | Common Stock |
| Crown Holdings, Inc. | 8570 | 882453 | Common Stock |