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, Q2 2023
Institutional positions in CVR Energy Inc as of Jun 30, 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
- 174
- −26 vs. Q1 2023
- Shares held
- 99.7M
- +1.17M (+1.2%) vs. Q1 2023
- Total value
- $2.99B
- −$246.4M (−7.6%) vs. Q1 2023
- New holders
- 22
- 59 more added
- Sold out
- 48
- 69 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $120 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 7 | $210 | 0.00% | −2−22.2% | Reduced |
| SJS Investment Consulting Inc. | 8 | $240 | 0.00% | +1+14.3% | Added |
| AdvisorNet Financial, Inc | 10 | $300 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 12 | $360 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $390 | 0.00% | +13 | New |
| Glassman Wealth Services | 15 | $449 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $599 | 0.00% | +20 | New |
| Retirement Group, LLC | 21 | $621 | 0.00% | +1+5.0% | Added |
| RFP Financial Group LLC | 21 | $629 | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 24 | $719 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $749 | 0.00% | −51−67.1% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $779 | 0.00% | −3−10.3% | Reduced |
| Quadrant Capital Group LLC | 30 | $899 | 0.00% | −63−67.7% | Reduced |
| Fairfield, Bush & Co. | 40 | $1.20K | 0.00% | +40 | New |
| CWM, LLC | 53 | $2.00K | 0.00% | −424−88.9% | Reduced |
| Capital Advisors, Ltd. LLC | 76 | $2.00K | 0.00% | +76 | New |
| Denali Advisors LLC | 70 | $2.10K | 0.00% | −7−9.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 155 | $4.64K | 0.00% | +155 | New |
| Tradition Wealth Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 299 | $8.96K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 325 | $9.74K | 0.00% | −5,800−94.7% | Reduced |
| ORG Partners LLC | 371 | $11.0K | 0.00% | +371 | New |
| Geneos Wealth Management Inc. | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 431 | $12.9K | 0.00% | +337+358.5% | Added |
| Tucker Asset Management LLC | 625 | $18.7K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 736 | $22.1K | 0.00% | +127+20.9% | Added |
| Tower Research Capital LLC (TRC) | 917 | $27.5K | 0.00% | −2,383−72.2% | Reduced |
| Public Employees Retirement System of Ohio | 986 | $30.0K | 0.00% | +23+2.4% | Added |
| Metropolitan Life Insurance Co | 1,585 | $47.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,767 | $53.0K | 0.00% | −95−5.1% | Reduced |
| Hartford Financial Management Inc. | 1,826 | $54.7K | 0.01% | +16+0.9% | Added |
| TD Waterhouse Canada Inc. | 2,023 | $64.9K | 0.00% | +1,880+1,314.7% | Added |
| Ameritas Investment Partners, Inc. | 2,315 | $69.4K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 2,925 | $87.6K | 0.00% | −6,704−69.6% | Reduced |
| Group One Trading, L.P. | 2,939 | $88.1K | 0.00% | +2,939 | New |
| STRS Ohio | 3,100 | $92.0K | 0.00% | −19,300−86.2% | Reduced |
| US Bancorp | 3,245 | $97.2K | 0.00% | −67−2.0% | Reduced |
| KBC Group NV | 3,342 | $100.0K | 0.00% | −14,768−81.5% | Reduced |
| Federated Hermes, Inc. | 3,379 | $101.2K | 0.00% | −69,932−95.4% | Reduced |
| DuPont Capital Management Corp | 3,517 | $105.4K | 0.01% | +711+25.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,696 | $110.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,056 | $151.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,530 | $195.6K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 6,560 | $196.0K | 0.00% | +402+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 7,151 | $214.2K | 0.00% | −9,322−56.6% | Reduced |
| CWA Asset Management Group, LLC | 7,839 | $234.9K | 0.02% | +7,839 | New |
| Bank of Montreal | 8,241 | $247.8K | 0.00% | −1,570−16.0% | Reduced |
| State Board of Administration of Florida Retirement System | 8,416 | $252.1K | 0.00% | −3,100−26.9% | Reduced |
| Arizona State Retirement System | 8,471 | $253.8K | 0.00% | −254−2.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 9,120 | $273.2K | 0.00% | +586+6.9% | Added |
| Oregon Public Employees Retirement Fund | 9,122 | $273.3K | 0.00% | −578−6.0% | Reduced |
| Camelot Portfolios, LLC | 9,456 | $283.3K | 0.18% | −263−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,506 | $284.8K | 0.00% | +686+7.8% | Added |
| Campbell & CO Investment Adviser LLC | 9,507 | $284.8K | 0.05% | +9,507 | New |
| New York State Teachers Retirement System | 9,612 | $288.0K | 0.00% | +2,000+26.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,935 | $298.0K | 0.00% | +9,935 | New |
| Alps Advisors Inc | 10,365 | $310.5K | 0.00% | +75+0.7% | Added |
| Kestra Advisory Services, LLC | 10,417 | $312.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 10,549 | $316.0K | 0.00% | +10,549 | New |
| HSBC Holdings PLC | 11,331 | $338.7K | 0.00% | −207−1.8% | Reduced |
| Maryland State Retirement & Pension System | 11,358 | $340.3K | 0.01% | −419−3.6% | Reduced |
| Corton Capital Inc. | 11,542 | $345.8K | 0.16% | +4,804+71.3% | Added |
| Voya Investment Management LLC | 11,924 | $357.2K | 0.00% | +655+5.8% | Added |
| Janney Montgomery Scott LLC | 12,063 | $361.0K | 0.00% | +284+2.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,664 | $379.4K | 0.00% | 00.0% | Unchanged |
| Burney Co | 13,178 | $394.8K | 0.02% | +60.0% | Added |
| Amalgamated Bank | 13,238 | $397.0K | 0.00% | −62−0.5% | Reduced |
| Franklin Resources Inc | 13,433 | $402.5K | 0.00% | +13,433 | New |
| Quadrature Capital Ltd | 13,764 | $412.2K | 0.01% | −18,285−57.1% | Reduced |
| State of Tennessee, Treasury Department | 14,118 | $423.0K | 0.00% | +4,208+42.5% | Added |
| Manufacturers Life Insurance Company, The | 14,261 | $427.3K | 0.00% | +72+0.5% | Added |
| Janus Henderson Group PLC | 14,307 | $428.6K | 0.00% | −63−0.4% | Reduced |
| Teacher Retirement System of Texas | 14,513 | $435.0K | 0.00% | −7,243−33.3% | Reduced |
| Deutsche Bank AG | 14,829 | $444.3K | 0.00% | −7,684−34.1% | Reduced |
| Neo Ivy Capital Management | 15,036 | $450.0K | 0.24% | +15,036 | New |
| CenterBook Partners LP | 15,037 | $450.5K | 0.06% | −67,940−81.9% | Reduced |
| Louisiana State Employees Retirement System | 15,300 | $458.4K | 0.01% | +15,300 | New |
| Yousif Capital Management, LLC | 15,406 | $461.6K | 0.01% | −1,097−6.6% | Reduced |
| MetLife Investment Management | 15,688 | $470.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 15,898 | $476.3K | 0.00% | −221−1.4% | Reduced |
| BTC Capital Management, Inc. | 16,766 | $504.6K | 0.05% | +1,999+13.5% | Added |
| BNP Paribas Arbitrage, SA | 17,216 | $515.8K | 0.00% | −4,745−21.6% | Reduced |
| Virginia Retirement Systems Et Al | 17,600 | $527.3K | 0.01% | +2,100+13.5% | Added |
| Gallacher Capital Management LLC | 17,900 | $536.3K | 0.31% | +2,356+15.2% | Added |
| Quantedge Capital Pte Ltd | 18,200 | $545.3K | 0.24% | −53,400−74.6% | Reduced |
| State of Alaska, Department of Revenue | 19,183 | $574.0K | 0.01% | −486−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 21,222 | $638.1K | 0.00% | −1,934−8.4% | Reduced |
| SummerHaven Investment Management, LLC | 21,303 | $638.2K | 0.41% | −4,365−17.0% | Reduced |
| Toroso Investments, LLC | 22,538 | $675.0K | 0.02% | +4,219+23.0% | Added |
| New York State Common Retirement Fund | 22,847 | $684.5K | 0.00% | −6,210−21.4% | Reduced |
| Quantbot Technologies LP | 24,719 | $740.6K | 0.05% | +24,719 | New |
| Texas Permanent School Fund | 25,669 | $769.0K | 0.01% | −926−3.5% | Reduced |
| Islay Capital Management, LLC | 25,671 | $769.1K | 0.68% | +7,687+42.7% | Added |
| Cubist Systematic Strategies, LLC | 26,432 | $791.9K | 0.01% | −180,640−87.2% | Reduced |
| Pearl River Capital, LLC | 28,857 | $864.6K | 0.14% | −708−2.4% | Reduced |
| Price T Rowe Associates Inc | 29,355 | $880.0K | 0.00% | +2,355+8.7% | Added |