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, Q1 2023
Institutional positions in CVR Energy Inc as of Mar 31, 2023. 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
- 201
- +17 vs. Q4 2022
- Shares held
- 98.6M
- +2.58M (+2.7%) vs. Q4 2022
- Total value
- $3.23B
- +$226.7M (+7.5%) vs. Q4 2022
- New holders
- 46
- 74 more added
- Sold out
- 29
- 58 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 223 | $2.86B |
| Q1 2026 | 219 | $3.43B |
| Q4 2025 | 228 | $2.63B |
| Q3 2025 | 226 | $3.73B |
| Q2 2025 | 210 | $2.73B |
| Q1 2025 | 197 | $1.91B |
| Q4 2024 | 192 | $1.84B |
| Q3 2024 | 204 | $2.38B |
| Q2 2024 | 215 | $2.77B |
| Q1 2024 | 233 | $3.70B |
| Q4 2023 | 227 | $3.20B |
| Q3 2023 | 219 | $3.48B |
| Q2 2023 | 174 | $2.99B |
| Q1 2023 | 201 | $3.23B |
| Q4 2022 | 185 | $3.01B |
| Q3 2022 | 182 | $2.79B |
| Q2 2022 | 179 | $3.28B |
| Q1 2022 | 151 | $2.41B |
| Q4 2021 | 133 | $1.57B |
| Q3 2021 | 125 | $1.53B |
| Q2 2021 | 128 | $1.65B |
| Q1 2021 | 148 | $1.77B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $66 | 0.00% | −11−84.6% | Reduced |
| Huntington National Bank | 2 | $66 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $230 | 0.00% | −3−30.0% | Reduced |
| Disciplined Investments, LLC | 9 | $295 | 0.00% | +2+28.6% | Added |
| AdvisorNet Financial, Inc | 10 | $328 | 0.00% | +10 | New |
| Lindbrook Capital, LLC | 12 | $393 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 18 | $447 | 0.00% | +18 | New |
| Glassman Wealth Services | 15 | $492 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 21 | $688 | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 24 | $787 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $951 | 0.00% | +4+16.0% | Added |
| Steward Financial Group LLC | 39 | $1.00K | 0.00% | +24+160.0% | Added |
| Retirement Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Schubert & Co | 33 | $1.08K | 0.00% | −1−2.9% | Reduced |
| IFP Advisors, Inc | 52 | $2.08K | 0.00% | −248−82.7% | Reduced |
| Hexagon Capital Partners LLC | 76 | $2.49K | 0.00% | +29+61.7% | Added |
| Denali Advisors LLC | 77 | $2.52K | 0.00% | +18+30.5% | Added |
| Fifth Third Bancorp | 81 | $2.65K | 0.00% | +81 | New |
| Quadrant Capital Group LLC | 93 | $3.05K | 0.00% | +63+210.0% | Added |
| Signaturefd, LLC | 94 | $3.08K | 0.00% | +17+22.1% | Added |
| TD Waterhouse Canada Inc. | 143 | $6.42K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 220 | $7.20K | 0.00% | +220 | New |
| EverSource Wealth Advisors, LLC | 299 | $9.80K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 360 | $11.8K | 0.00% | +360 | New |
| Geneos Wealth Management Inc. | 400 | $13.1K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 466 | $15.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 477 | $16.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 506 | $16.6K | 0.00% | +506 | New |
| The PNC Financial Services Group, Inc. | 609 | $20.0K | 0.00% | +353+137.9% | Added |
| Tucker Asset Management LLC | 625 | $20.5K | 0.01% | +600+2,400.0% | Added |
| Public Employees Retirement System of Ohio | 963 | $32.0K | 0.00% | −151−13.6% | Reduced |
| Meeder Asset Management Inc | 1,034 | $33.9K | 0.00% | −526−33.7% | Reduced |
| Advisory Services Network, LLC | 1,193 | $39.1K | 0.00% | −7,800−86.7% | Reduced |
| Metropolitan Life Insurance Co | 1,585 | $52.0K | 0.00% | −207−11.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,660 | $54.4K | 0.00% | +1,660 | New |
| Hartford Financial Management Inc. | 1,810 | $59.3K | 0.02% | +1,810 | New |
| Ci Investments Inc. | 1,862 | $61.0K | 0.00% | +148+8.6% | Added |
| Ameritas Investment Partners, Inc. | 2,315 | $75.9K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,806 | $92.0K | 0.00% | −22,097−88.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,300 | $108.0K | 0.00% | −5,886−64.1% | Reduced |
| US Bancorp | 3,312 | $108.6K | 0.00% | +160+5.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,696 | $121.2K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,635 | $151.9K | 0.05% | +1,185+34.3% | Added |
| Public Employees Retirement Association of Colorado | 5,056 | $166.0K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 37,439 | $184.8K | 0.00% | +24,305+185.1% | Added |
| Nisa Investment Advisors, LLC | 6,125 | $201.0K | 0.00% | +4,315+238.4% | Added |
| Royal Bank of Canada | 6,158 | $202.0K | 0.00% | −3,804−38.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 6,276 | $206.0K | 0.00% | +6,276 | New |
| CM Wealth Advisors LLC | 8,088 | $212.0K | 0.04% | +8,088 | New |
| Federation des caisses Desjardins du Quebec | 6,530 | $214.1K | 0.00% | −1,000−13.3% | Reduced |
| Jump Financial, LLC | 6,621 | $217.0K | 0.01% | +6,621 | New |
| Corton Capital Inc. | 6,738 | $220.9K | 0.15% | −4,532−40.2% | Reduced |
| Counterpoint Mutual Funds LLC | 6,904 | $226.3K | 0.20% | +6,904 | New |
| Raymond James & Associates | 6,940 | $227.5K | 0.00% | +6,940 | New |
| New York State Teachers Retirement System | 7,612 | $250.0K | 0.00% | +7,612 | New |
| Harel Insurance Investments & Financial Services Ltd. | 8,348 | $272.0K | 0.01% | +5,581+201.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 8,534 | $279.7K | 0.00% | −119−1.4% | Reduced |
| Arizona State Retirement System | 8,725 | $286.0K | 0.00% | +215+2.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 8,816 | $289.0K | 0.03% | −3,818−30.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,820 | $289.1K | 0.00% | −1,541−14.9% | Reduced |
| Verition Fund Management LLC | 9,460 | $310.1K | 0.00% | −2,498−20.9% | Reduced |
| GWM Advisors LLC | 9,629 | $315.6K | 0.00% | +9,292+2,757.3% | Added |
| XTX Topco Ltd | 9,668 | $316.9K | 0.07% | +9,668 | New |
| Oregon Public Employees Retirement Fund | 9,700 | $318.0K | 0.00% | +9,700 | New |
| Camelot Portfolios, LLC | 9,719 | $318.6K | 0.22% | +425+4.6% | Added |
| Bank of Montreal | 9,811 | $322.8K | 0.00% | +9,811 | New |
| State of Tennessee, Treasury Department | 9,910 | $324.9K | 0.00% | +9,910 | New |
| Alps Advisors Inc | 10,290 | $337.3K | 0.00% | +10,290 | New |
| Kestra Advisory Services, LLC | 10,417 | $341.5K | 0.00% | +10,417 | New |
| Voya Investment Management LLC | 11,269 | $369.4K | 0.00% | −184−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 11,357 | $372.3K | 0.02% | −15,223−57.3% | Reduced |
| SG Americas Securities, LLC | 11,471 | $376.0K | 0.01% | −8,871−43.6% | Reduced |
| HSBC Holdings PLC | 11,538 | $376.6K | 0.00% | −1,588−12.1% | Reduced |
| State Board of Administration of Florida Retirement System | 11,516 | $377.5K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,687 | $383.0K | 0.00% | −1,022−8.0% | Reduced |
| Janney Montgomery Scott LLC | 11,779 | $386.0K | 0.00% | +11,779 | New |
| Maryland State Retirement & Pension System | 11,777 | $386.1K | 0.01% | +11,777 | New |
| Ritholtz Wealth Management | 12,192 | $399.6K | 0.02% | +4,117+51.0% | Added |
| Truist Financial Corp | 12,396 | $406.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 12,664 | $415.1K | 0.00% | 00.0% | Unchanged |
| Burney Co | 13,172 | $431.8K | 0.02% | −307−2.3% | Reduced |
| Empirical Finance, LLC | 13,206 | $432.9K | 0.04% | 00.0% | Unchanged |
| Amalgamated Bank | 13,300 | $436.0K | 0.00% | +8,564+180.8% | Added |
| Cetera Investment Advisers | 13,450 | $440.9K | 0.00% | +13,450 | New |
| Alberta Investment Management Corp | 13,527 | $443.4K | 0.00% | +13,527 | New |
| Commonwealth Equity Services, LLC | 13,722 | $449.0K | 0.00% | +13,722 | New |
| Manufacturers Life Insurance Company, The | 14,189 | $465.1K | 0.00% | +198+1.4% | Added |
| Janus Henderson Group PLC | 14,370 | $471.3K | 0.00% | +7,217+100.9% | Added |
| BTC Capital Management, Inc. | 14,767 | $482.1K | 0.06% | +2,061+16.2% | Added |
| Pinpoint Asset Management Ltd | 15,100 | $495.0K | 0.13% | +15,100 | New |
| Virginia Retirement Systems Et Al | 15,500 | $508.1K | 0.01% | +6,800+78.2% | Added |
| Gallacher Capital Management LLC | 15,544 | $509.5K | 0.31% | +15,544 | New |
| MetLife Investment Management | 15,688 | $514.3K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 16,119 | $528.4K | 0.00% | +2,129+15.2% | Added |
| O'Shaughnessy Asset Management, LLC | 16,473 | $540.0K | 0.01% | +4,652+39.4% | Added |
| Yousif Capital Management, LLC | 16,503 | $541.0K | 0.01% | +16,503 | New |
| Susquehanna International Group, LLP | 16,840 | $552.0K | 0.00% | −354,326−95.5% | Reduced |
| Engineers Gate Manager LP | 17,138 | $561.8K | 0.02% | −19,430−53.1% | Reduced |