Skip to main content

CVR Energy Inc

CVI
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0001376139

No open-market purchases or sales by CVR Energy Inc insiders were filed in the last 90 days; 223 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; Icahn Capital is the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in CVR Energy Inc as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
133
+9 vs. Q3 2021
Shares held
93.2M
+1.15M (+1.2%) vs. Q3 2021
Total value
$1.57B
+$32.6M (+2.1%) vs. Q3 2021
New holders
28
41 more added
Sold out
19
39 more reduced

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CVI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 133 institutions
Q1 2021: 148 institutionsQ2 2021: 128 institutionsQ3 2021: 125 institutionsQ4 2021: 133 institutionsQ1 2022: 151 institutionsQ2 2022: 179 institutionsQ3 2022: 182 institutionsQ4 2022: 185 institutionsQ1 2023: 201 institutionsQ2 2023: 174 institutionsQ3 2023: 219 institutionsQ4 2023: 227 institutionsQ1 2024: 233 institutionsQ2 2024: 215 institutionsQ3 2024: 204 institutionsQ4 2024: 192 institutionsQ1 2025: 197 institutionsQ2 2025: 210 institutionsQ3 2025: 226 institutionsQ4 2025: 228 institutionsQ1 2026: 219 institutionsQ2 2026: 223 institutions
Value heldQ4 2021: $1.57B
Q1 2021: $1.77BQ2 2021: $1.65BQ3 2021: $1.53BQ4 2021: $1.57BQ1 2022: $2.41BQ2 2022: $3.28BQ3 2022: $2.79BQ4 2022: $3.01BQ1 2023: $3.23BQ2 2023: $2.99BQ3 2023: $3.48BQ4 2023: $3.20BQ1 2024: $3.70BQ2 2024: $2.77BQ3 2024: $2.38BQ4 2024: $1.84BQ1 2025: $1.91BQ2 2025: $2.73BQ3 2025: $3.73BQ4 2025: $2.63BQ1 2026: $3.43BQ2 2026: $2.86B
Institutions holding CVI and their total value by quarter
QuarterHoldersValue
Q2 2026223$2.86B
Q1 2026219$3.43B
Q4 2025228$2.63B
Q3 2025226$3.73B
Q2 2025210$2.73B
Q1 2025197$1.91B
Q4 2024192$1.84B
Q3 2024204$2.38B
Q2 2024215$2.77B
Q1 2024233$3.70B
Q4 2023227$3.20B
Q3 2023219$3.48B
Q2 2023174$2.99B
Q1 2023201$3.23B
Q4 2022185$3.01B
Q3 2022182$2.79B
Q2 2022179$3.28B
Q1 2022151$2.41B
Q4 2021133$1.57B
Q3 2021125$1.53B
Q2 2021128$1.65B
Q1 2021148$1.77B

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q3 2021.

Institutions holding CVI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Great West Life Assurance Co2,931$49.0K0.00%+942+47.4%Added
Ameritas Investment Partners, Inc.2,550$43.0K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC2,302$39.0K0.00%+2,302New
Future Financial Wealth Managment LLC2,000$36.0K0.03%+2,000New
Macquarie Group Ltd1,054$18.0K0.00%00.0%Unchanged
State of Wyoming1,034$17.0K0.01%+1,034New
Nisa Investment Advisors, LLC790$15.0K0.00%00.0%Unchanged
Liberty One Investment Management, LLC805$14.0K0.00%00.0%Unchanged
Simplex Trading, LLC612$10.0K0.00%−9,602−94.0%Reduced
Captrust Financial Advisors600$10.0K0.00%+128+27.1%Added
TCI Wealth Advisors, Inc.463$8.00K0.00%00.0%Unchanged
CWM, LLC452$8.00K0.00%+452New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC330$5.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC299$5.00K0.00%+299New
TD Waterhouse Canada Inc.143$3.33K0.00%+143New
Steward Financial Group LLC200$3.00K0.00%+200New
American Portfolios Advisors125$2.10K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.97$2.00K0.00%00.0%Unchanged
NEXT Financial Group, Inc100$2.00K0.00%00.0%Unchanged
Aquatic Capital Management LLC100$2.00K0.00%+100New
Tower Research Capital LLC (TRC)81$1.00K0.00%−7,681−99.0%Reduced
Quadrant Capital Group LLC42$1.00K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.30$1.00K0.00%00.0%Unchanged
Wagner Wealth Management, LLC50$1.00K0.00%+50New
CoreCap Advisors, LLC20$1.00K0.00%+20New
Federation des caisses Desjardins du Quebec30$5040.00%00.0%Unchanged
Tucker Asset Management LLC25$4160.00%00.0%Unchanged
Huntington National Bank2$00.00%00.0%Unchanged
AdvisorNet Financial, Inc18$00.00%00.0%Unchanged
Glassman Wealth Services15$00.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$00.00%+4New
Schubert & Co3$00.00%+3New
Covestor Ltd24$00.00%+24New
Encompass Capital Advisors LLC0$00.00%−523,700−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−126,771−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−76,800−100.0%Sold out
Duality Advisers, LP0$00.00%−70,516−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−55,617−100.0%Sold out
AQR Capital Management LLC0$00.00%−34,227−100.0%Sold out
Groesbeck Investment Management Corp0$00.00%−34,000−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−26,028−100.0%Sold out
Value Holdings Management Co. LLC0$00.00%−20,000−100.0%Sold out
Squarepoint Ops LLC0$00.00%−17,183−100.0%Sold out
LVZ Advisors, Inc.0$00.00%−16,414−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−14,618−100.0%Sold out
Harbour Investments, Inc.0$00.00%−3,401−100.0%Sold out
Cutler Group LP0$00.00%−2,396−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−1,888−100.0%Sold out
Meeder Asset Management Inc0$00.00%−79−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−74−100.0%Sold out
Signaturefd, LLC0$00.00%−22−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−12−100.0%Sold out
Berman Capital Advisors, LLC––––Not filed