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, Q3 2023
Institutional positions in CVR Energy Inc as of Sep 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
- 219
- +45 vs. Q2 2023
- Shares held
- 102.2M
- +2.54M (+2.5%) vs. Q2 2023
- Total value
- $3.48B
- +$493.1M (+16.5%) vs. Q2 2023
- New holders
- 63
- 77 more added
- Sold out
- 18
- 59 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Global Retirement Partners, LLC | 1 | $26 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $443 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $443 | 0.00% | +5+62.5% | Added |
| AdvisorNet Financial, Inc | 14 | $476 | 0.00% | +4+40.0% | Added |
| Glassman Wealth Services | 15 | $510 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $510 | 0.00% | +15 | New |
| Farmers & Merchants Investments Inc | 20 | $681 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 21 | $715 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 36 | $1.00K | 0.00% | −17−32.1% | Reduced |
| Steward Financial Group LLC | 46 | $1.00K | 0.00% | +46 | New |
| Quadrant Capital Group LLC | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $1.40K | 0.00% | +15+57.7% | Added |
| Denali Advisors LLC | 59 | $2.01K | 0.00% | −11−15.7% | Reduced |
| Fisher Asset Management, LLC | 61 | $2.08K | 0.00% | +61 | New |
| Capital Advisors, Ltd. LLC | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 107 | $3.64K | 0.00% | +82+328.0% | Added |
| Simplex Trading, LLC | 174 | $5.00K | 0.00% | +174 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 155 | $5.28K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 296 | $10.1K | 0.00% | +275+1,309.5% | Added |
| EverSource Wealth Advisors, LLC | 299 | $10.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 431 | $14.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 440 | $15.0K | 0.00% | +440 | New |
| Headlands Technologies LLC | 466 | $15.9K | 0.01% | +466 | New |
| Tucker Asset Management LLC | 625 | $21.3K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 783 | $26.6K | 0.00% | +47+6.4% | Added |
| Rogco, LP | 850 | $28.9K | 0.01% | +850 | New |
| KBC Group NV | 1,340 | $46.0K | 0.00% | −2,002−59.9% | Reduced |
| Metropolitan Life Insurance Co | 1,707 | $58.1K | 0.00% | +122+7.7% | Added |
| Ci Investments Inc. | 1,752 | $60.0K | 0.00% | −15−0.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,862 | $63.4K | 0.00% | +945+103.1% | Added |
| Neo Ivy Capital Management | 1,888 | $64.0K | 0.03% | −13,148−87.4% | Reduced |
| TD Waterhouse Canada Inc. | 2,023 | $74.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,200 | $74.0K | 0.00% | −900−29.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,530 | $86.1K | 0.00% | −4,000−61.3% | Reduced |
| IFP Advisors, Inc | 2,670 | $90.9K | 0.00% | +2,670 | New |
| Ameritas Investment Partners, Inc. | 2,947 | $100.3K | 0.00% | +632+27.3% | Added |
| State of Wyoming | 3,196 | $108.8K | 0.02% | +3,196 | New |
| GWM Advisors LLC | 3,247 | $110.5K | 0.00% | +322+11.0% | Added |
| US Bancorp | 3,337 | $113.6K | 0.00% | +92+2.8% | Added |
| Federated Hermes, Inc. | 3,442 | $117.1K | 0.00% | +63+1.9% | Added |
| Point72 Asset Management, L.P. | 3,839 | $130.6K | 0.00% | +3,839 | New |
| Public Employees Retirement Association of Colorado | 5,056 | $172.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,704 | $194.1K | 0.00% | +2,008+54.3% | Added |
| Sigma Planning Corp | 5,915 | $201.3K | 0.01% | +5,915 | New |
| HighTower Advisors, LLC | 5,941 | $205.0K | 0.00% | +5,941 | New |
| Quantamental Technologies LLC | 6,077 | $206.8K | 0.19% | +6,077 | New |
| JustInvest LLC | 6,147 | $209.2K | 0.01% | +6,147 | New |
| O'Shaughnessy Asset Management, LLC | 6,368 | $216.7K | 0.00% | −783−10.9% | Reduced |
| State of Wisconsin Investment Board | 7,276 | $247.6K | 0.00% | +7,276 | New |
| Allspring Global Investments Holdings, LLC | 7,357 | $250.4K | 0.00% | −2,149−22.6% | Reduced |
| Vestcor Inc | 7,491 | $255.0K | 0.01% | +7,491 | New |
| IHT Wealth Management, LLC | 7,660 | $260.7K | 0.01% | +7,660 | New |
| CWA Asset Management Group, LLC | 7,729 | $263.0K | 0.02% | −110−1.4% | Reduced |
| Verition Fund Management LLC | 7,947 | $270.4K | 0.00% | +7,947 | New |
| Truist Financial Corp | 8,160 | $277.7K | 0.00% | +8,160 | New |
| Bank of Montreal | 8,101 | $279.9K | 0.00% | −140−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 8,466 | $288.1K | 0.00% | +50+0.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,534 | $290.4K | 0.00% | +8,534 | New |
| Arizona State Retirement System | 8,587 | $292.2K | 0.00% | +116+1.4% | Added |
| Wells Fargo & Company | 8,697 | $296.0K | 0.00% | −28,481−76.6% | Reduced |
| Oregon Public Employees Retirement Fund | 8,722 | $296.8K | 0.00% | −400−4.4% | Reduced |
| Bridgefront Capital, LLC | 8,722 | $296.8K | 0.21% | +8,722 | New |
| New York State Teachers Retirement System | 9,512 | $324.0K | 0.00% | −100−1.0% | Reduced |
| PDT Partners, LLC | 9,800 | $333.5K | 0.04% | +9,800 | New |
| Nebula Research & Development LLC | 9,852 | $335.3K | 0.18% | +9,852 | New |
| Teachers Retirement System of the State of Kentucky | 9,935 | $338.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,025 | $341.2K | 0.00% | +9,700+2,984.6% | Added |
| SG Americas Securities, LLC | 10,037 | $342.0K | 0.00% | +10,037 | New |
| Kestra Advisory Services, LLC | 10,417 | $354.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 10,501 | $357.3K | 0.00% | +1,381+15.1% | Added |
| Maryland State Retirement & Pension System | 10,738 | $365.4K | 0.01% | −620−5.5% | Reduced |
| Teacher Retirement System of Texas | 10,840 | $369.0K | 0.00% | −3,673−25.3% | Reduced |
| Quantedge Capital Pte Ltd | 11,100 | $377.7K | 0.21% | −7,100−39.0% | Reduced |
| Mercer Global Advisors Inc | 11,162 | $380.0K | 0.00% | +613+5.8% | Added |
| Squarepoint Ops LLC | 11,337 | $385.8K | 0.00% | +11,337 | New |
| Occudo Quantitative Strategies LP | 11,860 | $403.6K | 0.05% | +11,860 | New |
| Voya Investment Management LLC | 12,000 | $408.4K | 0.00% | +76+0.6% | Added |
| Janney Montgomery Scott LLC | 12,209 | $415.0K | 0.00% | +146+1.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,664 | $431.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,775 | $435.0K | 0.00% | +6,215+94.7% | Added |
| Amalgamated Bank | 12,860 | $438.0K | 0.00% | −378−2.9% | Reduced |
| Comerica Bank | 13,353 | $454.4K | 0.00% | +13,353 | New |
| Petrus Trust Company, LTA | 13,598 | $462.7K | 0.05% | +13,598 | New |
| Burney Co | 13,694 | $466.0K | 0.02% | +516+3.9% | Added |
| Franklin Resources Inc | 13,712 | $466.6K | 0.00% | +279+2.1% | Added |
| ExodusPoint Capital Management, LP | 13,847 | $471.0K | 0.01% | +13,847 | New |
| Gallacher Capital Management LLC | 13,894 | $472.8K | 0.30% | −4,006−22.4% | Reduced |
| Janus Henderson Group PLC | 14,309 | $486.7K | 0.00% | +20.0% | Added |
| Yousif Capital Management, LLC | 14,506 | $493.6K | 0.01% | −900−5.8% | Reduced |
| Louisiana State Employees Retirement System | 14,800 | $503.6K | 0.01% | −500−3.3% | Reduced |
| BTC Capital Management, Inc. | 14,838 | $504.9K | 0.06% | −1,928−11.5% | Reduced |
| Virginia Retirement Systems Et Al | 15,000 | $510.4K | 0.01% | −2,600−14.8% | Reduced |
| HSBC Holdings PLC | 15,330 | $521.1K | 0.00% | +3,999+35.3% | Added |
| Illinois Municipal Retirement Fund | 15,649 | $533.0K | 0.01% | +15,649 | New |
| MetLife Investment Management | 15,688 | $533.9K | 0.00% | 00.0% | Unchanged |