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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.

Institutional holdersQ2 2023: 174 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 heldQ2 2023: $2.99B
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, Q2 2023

Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q1 2023.

Institutions holding CVI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
State of Tennessee, Treasury Department14,118$423.0K0.00%+4,208+42.5%Added
Quadrature Capital Ltd13,764$412.2K0.01%−18,285−57.1%Reduced
Franklin Resources Inc13,433$402.5K0.00%+13,433New
Amalgamated Bank13,238$397.0K0.00%−62−0.5%Reduced
Burney Co13,178$394.8K0.02%+60.0%Added
Mirae Asset Global Investments Co., Ltd.12,664$379.4K0.00%00.0%Unchanged
Janney Montgomery Scott LLC12,063$361.0K0.00%+284+2.4%Added
Voya Investment Management LLC11,924$357.2K0.00%+655+5.8%Added
Corton Capital Inc.11,542$345.8K0.16%+4,804+71.3%Added
Maryland State Retirement & Pension System11,358$340.3K0.01%−419−3.6%Reduced
HSBC Holdings PLC11,331$338.7K0.00%−207−1.8%Reduced
Mercer Global Advisors Inc10,549$316.0K0.00%+10,549New
Kestra Advisory Services, LLC10,417$312.1K0.00%00.0%Unchanged
Alps Advisors Inc10,365$310.5K0.00%+75+0.7%Added
Teachers Retirement System of the State of Kentucky9,935$298.0K0.00%+9,935New
New York State Teachers Retirement System9,612$288.0K0.00%+2,000+26.3%Added
Campbell & CO Investment Adviser LLC9,507$284.8K0.05%+9,507New
Allspring Global Investments Holdings, LLC9,506$284.8K0.00%+686+7.8%Added
Camelot Portfolios, LLC9,456$283.3K0.18%−263−2.7%Reduced
Oregon Public Employees Retirement Fund9,122$273.3K0.00%−578−6.0%Reduced
Mitsubishi UFJ Trust & Banking Corp9,120$273.2K0.00%+586+6.9%Added
Arizona State Retirement System8,471$253.8K0.00%−254−2.9%Reduced
State Board of Administration of Florida Retirement System8,416$252.1K0.00%−3,100−26.9%Reduced
Bank of Montreal8,241$247.8K0.00%−1,570−16.0%Reduced
CWA Asset Management Group, LLC7,839$234.9K0.02%+7,839New
O'Shaughnessy Asset Management, LLC7,151$214.2K0.00%−9,322−56.6%Reduced
Royal Bank of Canada6,560$196.0K0.00%+402+6.5%Added
Federation des caisses Desjardins du Quebec6,530$195.6K0.00%00.0%Unchanged
Public Employees Retirement Association of Colorado5,056$151.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,696$110.7K0.00%00.0%Unchanged
DuPont Capital Management Corp3,517$105.4K0.01%+711+25.3%Added
Federated Hermes, Inc.3,379$101.2K0.00%−69,932−95.4%Reduced
KBC Group NV3,342$100.0K0.00%−14,768−81.5%Reduced
US Bancorp3,245$97.2K0.00%−67−2.0%Reduced
STRS Ohio3,100$92.0K0.00%−19,300−86.2%Reduced
Group One Trading, L.P.2,939$88.1K0.00%+2,939New
GWM Advisors LLC2,925$87.6K0.00%−6,704−69.6%Reduced
Ameritas Investment Partners, Inc.2,315$69.4K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.2,023$64.9K0.00%+1,880+1,314.7%Added
Hartford Financial Management Inc.1,826$54.7K0.01%+16+0.9%Added
Ci Investments Inc.1,767$53.0K0.00%−95−5.1%Reduced
Metropolitan Life Insurance Co1,585$47.5K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio986$30.0K0.00%+23+2.4%Added
Tower Research Capital LLC (TRC)917$27.5K0.00%−2,383−72.2%Reduced
The PNC Financial Services Group, Inc.736$22.1K0.00%+127+20.9%Added
Tucker Asset Management LLC625$18.7K0.01%00.0%Unchanged
Signaturefd, LLC431$12.9K0.00%+337+358.5%Added
Geneos Wealth Management Inc.400$12.0K0.00%00.0%Unchanged
ORG Partners LLC371$11.0K0.00%+371New
Nisa Investment Advisors, LLC325$9.74K0.00%−5,800−94.7%Reduced
EverSource Wealth Advisors, LLC299$8.96K0.00%00.0%Unchanged
Tradition Wealth Management, LLC200$6.00K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC155$4.64K0.00%+155New
Denali Advisors LLC70$2.10K0.00%−7−9.1%Reduced
CWM, LLC53$2.00K0.00%−424−88.9%Reduced
Capital Advisors, Ltd. LLC76$2.00K0.00%+76New
Fairfield, Bush & Co.40$1.20K0.00%+40New
Quadrant Capital Group LLC30$8990.00%−63−67.7%Reduced
JFS Wealth Advisors, LLC26$7790.00%−3−10.3%Reduced
Hexagon Capital Partners LLC25$7490.00%−51−67.1%Reduced
Globeflex Capital L P24$7190.00%00.0%Unchanged
RFP Financial Group LLC21$6290.00%00.0%Unchanged
Retirement Group, LLC21$6210.00%+1+5.0%Added
Farmers & Merchants Investments Inc20$5990.00%+20New
Glassman Wealth Services15$4490.00%00.0%Unchanged
Allworth Financial LP13$3900.00%+13New
Lindbrook Capital, LLC12$3600.00%00.0%Unchanged
AdvisorNet Financial, Inc10$3000.00%00.0%Unchanged
SJS Investment Consulting Inc.8$2400.00%+1+14.3%Added
Disciplined Investments, LLC7$2100.00%−2−22.2%Reduced
Parkside Financial Bank & Trust4$1200.00%+4New
Huntington National Bank2$600.00%00.0%Unchanged
Tfo-TDC, LLC2$600.00%00.0%Unchanged
Covestor Ltd6$00.00%00.0%Unchanged
Empowered Funds, LLC0$00.00%−235,984−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−171,862−100.0%Sold out
Encompass Capital Advisors LLC0$00.00%−165,701−100.0%Sold out
Man Group plc0$00.00%–Sold out
LMR Partners LLP0$00.00%−139,874−100.0%Sold out
CastleKnight Management LP0$00.00%−84,200−100.0%Sold out
Squarepoint Ops LLC0$00.00%−78,805−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−71,326−100.0%Sold out
Walleye Capital LLC0$00.00%−56,014−100.0%Sold out
Two Sigma Investments, LP0$00.00%−49,701−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−35,788−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−35,057−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−25,000−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−24,847−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−19,300−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−17,836−100.0%Sold out
Winton Group Ltd0$00.00%−17,614−100.0%Sold out
Pinpoint Asset Management Ltd0$00.00%−15,100−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−13,722−100.0%Sold out
Alberta Investment Management Corp0$00.00%−13,527−100.0%Sold out
Cetera Investment Advisers0$00.00%−13,450−100.0%Sold out
Truist Financial Corp0$00.00%−12,396−100.0%Sold out
Ritholtz Wealth Management0$00.00%−12,192−100.0%Sold out
Van Eck Associates Corp0$00.00%−11,687−100.0%Sold out
SG Americas Securities, LLC0$00.00%−11,471−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−11,357−100.0%Sold out