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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 14,436 | $437.4K | 0.01% | −70−0.5% | Reduced |
| Prelude Capital Management, LLC | 14,476 | $438.6K | 0.04% | +14,476 | New |
| Louisiana State Employees Retirement System | 14,600 | $442.4K | 0.01% | −200−1.4% | Reduced |
| New York State Teachers Retirement System | 15,411 | $467.0K | 0.00% | +5,899+62.0% | Added |
| Advantage Alpha Capital Partners LP | 15,497 | $469.6K | 0.09% | +15,497 | New |
| MetLife Investment Management | 15,688 | $475.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 15,800 | $478.7K | 0.04% | +15,800 | New |
| PDT Partners, LLC | 15,811 | $479.1K | 0.05% | +6,011+61.3% | Added |
| American International Group, Inc. | 16,113 | $488.2K | 0.00% | −133−0.8% | Reduced |
| Nisa Investment Advisors, LLC | 16,220 | $491.5K | 0.00% | +6,195+61.8% | Added |
| Empirical Finance, LLC | 16,864 | $511.0K | 0.04% | −13,359−44.2% | Reduced |
| State of Alaska, Department of Revenue | 17,936 | $543.0K | 0.01% | −216−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 17,954 | $544.0K | 0.01% | +2,305+14.7% | Added |
| Toroso Investments, LLC | 18,242 | $552.7K | 0.01% | +933+5.4% | Added |
| Corton Capital Inc. | 18,937 | $573.8K | 0.18% | +2,354+14.2% | Added |
| Aviva PLC | 19,317 | $585.3K | 0.00% | +19,317 | New |
| US Bancorp | 19,377 | $587.1K | 0.00% | +16,040+480.7% | Added |
| UBS Group AG | 19,447 | $589.2K | 0.00% | −73,294−79.0% | Reduced |
| Exchange Traded Concepts, LLC | 20,455 | $619.8K | 0.02% | +291+1.4% | Added |
| Price T Rowe Associates Inc | 20,495 | $621.0K | 0.00% | +779+4.0% | Added |
| State of Wisconsin Investment Board | 20,737 | $628.3K | 0.00% | +13,461+185.0% | Added |
| Redwood Investment Management, LLC | 20,743 | $629.0K | 0.06% | −936−4.3% | Reduced |
| Winton Group Ltd | 20,942 | $634.5K | 0.05% | −3,863−15.6% | Reduced |
| Balyasny Asset Management LLC | 21,025 | $637.1K | 0.00% | +21,025 | New |
| New York State Common Retirement Fund | 21,156 | $641.0K | 0.00% | −1,686−7.4% | Reduced |
| Aquatic Capital Management LLC | 21,800 | $661.0K | 0.02% | −18,400−45.8% | Reduced |
| SummerHaven Investment Management, LLC | 23,675 | $717.4K | 0.46% | +347+1.5% | Added |
| Teacher Retirement System of Texas | 23,831 | $722.0K | 0.00% | +12,991+119.8% | Added |
| Guggenheim Capital LLC | 24,830 | $752.3K | 0.01% | +24,830 | New |
| Texas Permanent School Fund | 25,185 | $763.1K | 0.01% | +425+1.7% | Added |
| Gsa Capital Partners LLP | 25,478 | $772.0K | 0.06% | −64,739−71.8% | Reduced |
| Los Angeles Capital Management LLC | 26,554 | $804.6K | 0.00% | +235+0.9% | Added |
| TrimTabs Asset Management, LLC | 27,390 | $829.9K | 0.24% | +27,390 | New |
| WBI Investments | 27,729 | $840.2K | 0.17% | +706+2.6% | Added |
| Duality Advisers, LP | 28,030 | $849.3K | 0.09% | −28,957−50.8% | Reduced |
| Assenagon Asset Management S.A. | 28,163 | $853.3K | 0.00% | −119,266−80.9% | Reduced |
| Manufacturers Life Insurance Company, The | 29,578 | $896.2K | 0.00% | −66−0.2% | Reduced |
| Engineers Gate Manager LP | 29,653 | $898.5K | 0.03% | −3,423−10.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 30,227 | $916.0K | 0.35% | −20.0% | Reduced |
| Bramshill Investments, LLC | 30,646 | $928.6K | 0.09% | +30,646 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 30,900 | $936.3K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 31,360 | $950.0K | 0.07% | +12,880+69.7% | Added |
| Edgestream Partners, L.P. | 31,720 | $961.1K | 0.07% | +10,596+50.2% | Added |
| UBS Asset Management Americas Inc | 32,106 | $972.8K | 0.00% | −250−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 32,482 | $984.2K | 0.00% | +24+0.1% | Added |
| Great West Life Assurance Co | 33,004 | $998.0K | 0.00% | −257−0.8% | Reduced |
| Towle & Co | 33,120 | $1.00M | 0.12% | +33,120 | New |
| Prudential Financial Inc | 33,842 | $1.03M | 0.00% | −785−2.3% | Reduced |
| State of Tennessee, Treasury Department | 34,015 | $1.03M | 0.00% | +17,770+109.4% | Added |
| Royal Bank of Canada | 34,134 | $1.03M | 0.00% | +21,359+167.2% | Added |
| Polaris Capital Management, LLC | 34,400 | $1.04M | 0.05% | 00.0% | Unchanged |
| FMR LLC | 35,973 | $1.09M | 0.00% | −106,839−74.8% | Reduced |
| Royce & Associates LP | 36,022 | $1.09M | 0.01% | +8,815+32.4% | Added |
| California State Teachers Retirement System | 36,242 | $1.10M | 0.00% | +3,050+9.2% | Added |
| Credit Suisse AG | 40,518 | $1.23M | 0.00% | +6,515+19.2% | Added |
| Alliancebernstein L.P. | 41,210 | $1.25M | 0.00% | +700+1.7% | Added |
| Pearl River Capital, LLC | 41,505 | $1.26M | 0.20% | −1,621−3.8% | Reduced |
| Teza Capital Management LLC | 44,036 | $1.33M | 0.22% | +16,726+61.2% | Added |
| Denali Advisors LLC | 45,272 | $1.37M | 0.42% | +45,213+76,632.2% | Added |
| Tudor Investment Corp Et Al | 46,186 | $1.40M | 0.02% | −214,608−82.3% | Reduced |
| LPL Financial LLC | 51,501 | $1.56M | 0.00% | −7,433−12.6% | Reduced |
| Numerai GP LLC | 56,238 | $1.70M | 0.60% | −27,089−32.5% | Reduced |
| Advisor Group Holdings, Inc. | 56,425 | $1.71M | 0.00% | +19,907+54.5% | Added |
| Man Group plc | 57,122 | $1.73M | 0.00% | – | – |
| Quantbot Technologies LP | 57,682 | $1.75M | 0.10% | −12,610−17.9% | Reduced |
| AQR Capital Management LLC | 58,975 | $1.79M | 0.00% | −2,603−4.2% | Reduced |
| Aigen Investment Management, LP | 59,247 | $1.80M | 0.32% | +13,121+28.4% | Added |
| Public Sector Pension Investment Board | 60,498 | $1.83M | 0.01% | +24,464+67.9% | Added |
| Gotham Asset Management, LLC | 62,431 | $1.89M | 0.04% | +33,394+115.0% | Added |
| Massachusetts Financial Services Co | 64,028 | $1.94M | 0.00% | −2,021−3.1% | Reduced |
| Barclays PLC | 64,689 | $1.96M | 0.00% | +32,623+101.7% | Added |
| Swiss National Bank | 69,400 | $2.10M | 0.00% | +3,100+4.7% | Added |
| Thrivent Financial for Lutherans | 70,599 | $2.14M | 0.00% | +20,261+40.2% | Added |
| Qube Research & Technologies Ltd | 80,106 | $2.43M | 0.01% | +43,112+116.5% | Added |
| Algert Global LLC | 80,202 | $2.43M | 0.10% | +32,379+67.7% | Added |
| Schonfeld Strategic Advisors LLC | 81,800 | $2.48M | 0.02% | −21,400−20.7% | Reduced |
| Congress Asset Management Co | 82,641 | $2.50M | 0.02% | +306+0.4% | Added |
| Legal & General Group Plc | 88,765 | $2.69M | 0.00% | +5,339+6.4% | Added |
| Trexquant Investment LP | 97,271 | $2.95M | 0.07% | +19,928+25.8% | Added |
| PEAK6 Investments LLC | 98,259 | $2.98M | 0.13% | −51,263−34.3% | Reduced |
| Jump Financial, LLC | 98,336 | $2.98M | 0.10% | +21,231+27.5% | Added |
| Hennessy Advisors Inc | 99,300 | $3.01M | 0.15% | −497,700−83.4% | Reduced |
| Rhumbline Advisers | 101,184 | $3.07M | 0.00% | −1,046−1.0% | Reduced |
| Jane Street Group, LLC | 101,881 | $3.09M | 0.00% | −10,247−9.1% | Reduced |
| Citigroup Inc | 104,021 | $3.15M | 0.00% | −28,606−21.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 104,989 | $3.18M | 0.34% | +77,539+282.5% | Added |
| Advisors Asset Management, Inc. | 115,038 | $3.49M | 0.07% | +76,278+196.8% | Added |
| Susquehanna International Group, LLP | 115,135 | $3.49M | 0.01% | +62,210+117.5% | Added |
| Squarepoint Ops LLC | 121,230 | $3.67M | 0.01% | +109,893+969.3% | Added |
| BNP Paribas Arbitrage, SA | 123,088 | $3.73M | 0.01% | +27,676+29.0% | Added |
| Rafferty Asset Management, LLC | 139,610 | $4.23M | 0.02% | +28,797+26.0% | Added |
| Russell Investments Group, Ltd. | 148,192 | $4.49M | 0.01% | −60.0% | Reduced |
| Allianz Asset Management GmbH | 157,767 | $4.78M | 0.01% | −47,237−23.0% | Reduced |
| Premier Fund Managers Ltd | 161,000 | $4.92M | 0.21% | −4,000−2.4% | Reduced |
| Empowered Funds, LLC | 170,900 | $5.18M | 0.13% | +7,514+4.6% | Added |
| Principal Financial Group Inc | 171,180 | $5.19M | 0.00% | +1,374+0.8% | Added |
| Bank of America Corp | 236,869 | $7.18M | 0.00% | +125,336+112.4% | Added |
| Cubist Systematic Strategies, LLC | 239,940 | $7.27M | 0.09% | −99,060−29.2% | Reduced |
| Victory Capital Management Inc | 248,932 | $7.54M | 0.01% | −31,984−11.4% | Reduced |
| Nuveen Asset Management, LLC | 298,917 | $9.06M | 0.00% | +743+0.2% | Added |