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, Q4 2023
Institutional positions in CVR Energy Inc as of Dec 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
- 227
- +12 vs. Q3 2023
- Shares held
- 105.5M
- +3.30M (+3.2%) vs. Q3 2023
- Total value
- $3.20B
- −$284.2M (−8.2%) vs. Q3 2023
- New holders
- 44
- 92 more added
- Sold out
- 32
- 61 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 33 | $0 | 0.00% | +33 | New |
| Huntington National Bank | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 5 | $153 | 0.00% | +1+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $243 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 12 | $364 | 0.00% | −1−7.7% | Reduced |
| Allworth Financial LP | 13 | $394 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $455 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $606 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $606 | 0.00% | +6+42.9% | Added |
| Retirement Group, LLC | 21 | $647 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 32 | $955 | 0.00% | +32 | New |
| CWM, LLC | 17 | $1.00K | 0.00% | −19−52.8% | Reduced |
| Fairfield, Bush & Co. | 40 | $1.21K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 42 | $1.27K | 0.00% | +1+2.4% | Added |
| Private Wealth Management Group, LLC | 49 | $1.49K | 0.00% | +49 | New |
| Northwestern Mutual Wealth Management Co | 50 | $1.51K | 0.00% | +50 | New |
| Sound Income Strategies, LLC | 60 | $1.82K | 0.00% | +60 | New |
| Capital Advisors, Ltd. LLC | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 77 | $2.00K | 0.00% | +77 | New |
| Quadrant Capital Group LLC | 96 | $2.91K | 0.00% | +66+220.0% | Added |
| NBC Securities, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 112 | $3.39K | 0.00% | +97+646.7% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 155 | $4.70K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 227 | $6.86K | 0.00% | +227 | New |
| RFP Financial Group LLC | 296 | $8.97K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 299 | $9.06K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 317 | $9.68K | 0.00% | +317 | New |
| GAMMA Investing LLC | 303 | $10.2K | 0.00% | +303 | New |
| ORG Partners LLC | 371 | $11.2K | 0.00% | +371 | New |
| Signaturefd, LLC | 431 | $13.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 440 | $13.3K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 515 | $15.6K | 0.00% | +515 | New |
| Tucker Asset Management LLC | 625 | $18.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 751 | $22.8K | 0.00% | −32−4.1% | Reduced |
| Hexagon Capital Partners LLC | 763 | $23.1K | 0.01% | +656+613.1% | Added |
| Citadel Advisors LLC | 832 | $25.2K | 0.00% | −486,510−99.8% | Reduced |
| Rogco, LP | 850 | $25.8K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,075 | $33.0K | 0.07% | −813−43.1% | Reduced |
| Jones Financial Companies LLLP | 1,101 | $33.4K | 0.00% | +1,101 | New |
| Plato Investment Management Ltd | 1,159 | $35.1K | 0.04% | +1,159 | New |
| Advisory Services Network, LLC | 1,186 | $35.9K | 0.00% | +1,186 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,222 | $37.0K | 0.00% | −9,279−88.4% | Reduced |
| STRS Ohio | 1,300 | $39.0K | 0.00% | −900−40.9% | Reduced |
| KBC Group NV | 1,340 | $41.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,707 | $51.7K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 67,412 | $56.7K | 0.00% | +67,412 | New |
| Federation des caisses Desjardins du Quebec | 2,030 | $61.5K | 0.00% | −500−19.8% | Reduced |
| TD Waterhouse Canada Inc. | 2,023 | $68.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,700 | $81.8K | 0.00% | +30+1.1% | Added |
| Ameritas Investment Partners, Inc. | 2,947 | $89.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 3,388 | $102.7K | 0.00% | +141+4.3% | Added |
| Point72 Hong Kong Ltd | 3,844 | $116.5K | 0.01% | +3,844 | New |
| Public Employees Retirement Association of Colorado | 5,056 | $153.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 5,919 | $179.3K | 0.17% | +5,919 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,810 | $206.3K | 0.00% | +1,106+19.4% | Added |
| Tower Research Capital LLC (TRC) | 6,967 | $211.1K | 0.00% | +5,105+274.2% | Added |
| Mirabella Financial Services LLP | 7,149 | $216.6K | 0.03% | +7,149 | New |
| Vestcor Inc | 7,491 | $227.0K | 0.01% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 7,546 | $228.6K | 0.02% | −183−2.4% | Reduced |
| Camelot Portfolios, LLC | 7,568 | $229.3K | 0.14% | +7,568 | New |
| Federated Hermes, Inc. | 7,586 | $229.9K | 0.00% | +4,144+120.4% | Added |
| Semanteon Capital Management, LP | 7,751 | $234.9K | 0.16% | +7,751 | New |
| Allspring Global Investments Holdings, LLC | 7,806 | $236.5K | 0.00% | +449+6.1% | Added |
| IHT Wealth Management, LLC | 7,854 | $238.0K | 0.01% | +194+2.5% | Added |
| Omers Administration Corp | 7,900 | $239.4K | 0.00% | +7,900 | New |
| Virtu Financial LLC | 8,199 | $248.0K | 0.02% | +8,199 | New |
| Oracle Alpha Inc. | 8,283 | $251.0K | 0.32% | +8,283 | New |
| State Board of Administration of Florida Retirement System | 8,466 | $256.5K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 8,522 | $258.2K | 0.00% | −200−2.3% | Reduced |
| Envestnet Asset Management Inc | 8,802 | $266.7K | 0.00% | +8,802 | New |
| Bank of Montreal | 8,301 | $268.6K | 0.00% | +200+2.5% | Added |
| State of Wyoming | 9,007 | $272.9K | 0.05% | +5,811+181.8% | Added |
| Entropy Technologies, LP | 9,301 | $281.8K | 0.05% | +9,301 | New |
| Truist Financial Corp | 9,734 | $294.9K | 0.00% | +1,574+19.3% | Added |
| Arizona State Retirement System | 9,836 | $298.0K | 0.00% | +1,249+14.5% | Added |
| Teachers Retirement System of the State of Kentucky | 9,935 | $301.0K | 0.00% | 00.0% | Unchanged |
| Lynwood Capital Management Inc. | 10,000 | $303.0K | 1.33% | +10,000 | New |
| Maryland State Retirement & Pension System | 10,738 | $325.4K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 10,894 | $330.1K | 0.02% | +10,894 | New |
| Two Sigma Securities, LLC | 10,922 | $330.9K | 0.02% | +10,922 | New |
| Wells Fargo & Company | 11,371 | $344.6K | 0.00% | +2,674+30.7% | Added |
| Quest Partners LLC | 11,620 | $352.1K | 0.07% | +11,620 | New |
| Voya Investment Management LLC | 11,879 | $359.9K | 0.00% | −121−1.0% | Reduced |
| Janney Montgomery Scott LLC | 12,096 | $367.0K | 0.00% | −113−0.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,134 | $367.7K | 0.03% | −44,956−78.7% | Reduced |
| Amalgamated Bank | 12,557 | $380.0K | 0.00% | −303−2.4% | Reduced |
| Burney Co | 12,659 | $383.6K | 0.02% | −1,035−7.6% | Reduced |
| Baird Financial Group, Inc. | 12,734 | $385.8K | 0.00% | +12,734 | New |
| HSBC Holdings PLC | 12,871 | $391.1K | 0.00% | −2,459−16.0% | Reduced |
| Nebula Research & Development LLC | 13,273 | $402.2K | 0.12% | +3,421+34.7% | Added |
| Comerica Bank | 13,318 | $403.5K | 0.00% | −35−0.3% | Reduced |
| SG Americas Securities, LLC | 13,490 | $409.0K | 0.00% | +3,453+34.4% | Added |
| Keebeck Alpha, LP | 13,686 | $414.7K | 0.33% | +13,686 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,890 | $420.9K | 0.00% | +1,226+9.7% | Added |
| Raymond James & Associates | 13,923 | $421.9K | 0.00% | +13,923 | New |
| Franklin Resources Inc | 14,011 | $424.5K | 0.00% | +299+2.2% | Added |
| Janus Henderson Group PLC | 14,285 | $432.8K | 0.00% | −24−0.2% | Reduced |