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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 61 | $2.08K | 0.00% | +61 | New |
| Denali Advisors LLC | 59 | $2.01K | 0.00% | −11−15.7% | Reduced |
| JFS Wealth Advisors, LLC | 41 | $1.40K | 0.00% | +15+57.7% | Added |
| Quadrant Capital Group LLC | 30 | $1.02K | 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 |
| Retirement Group, LLC | 21 | $715 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $681 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $510 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $510 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 14 | $476 | 0.00% | +4+40.0% | Added |
| Allworth Financial LP | 13 | $443 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $443 | 0.00% | +5+62.5% | Added |
| Parkside Financial Bank & Trust | 4 | $137 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $26 | 0.00% | +1 | New |
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −245,568−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −115,784−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −57,400−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −33,758−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −32,301−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −29,905−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −15,037−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −10,365−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −9,456−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −3,517−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −2,939−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −1,826−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |