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.
Top Valuable Stocks in Davis Selected Advisers Portfolio
Capital One Financial Corp.
U.S. Bancorp
Meta Platforms, Inc., Class A
Applied Materials, Inc.
CVS Health Corporation
MGM Resorts International
Alphabet Inc., Class A
Viatris Inc.
Markel Group, Inc
Coterra Energy, Inc.
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