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 |
|---|---|---|---|---|---|
| SummerHaven Investment Management, LLC | 23,675 | $717.4K | 0.46% | +347+1.5% | Added |
| Aquatic Capital Management LLC | 21,800 | $661.0K | 0.02% | −18,400−45.8% | Reduced |
| New York State Common Retirement Fund | 21,156 | $641.0K | 0.00% | −1,686−7.4% | Reduced |
| Balyasny Asset Management LLC | 21,025 | $637.1K | 0.00% | +21,025 | New |
| Winton Group Ltd | 20,942 | $634.5K | 0.05% | −3,863−15.6% | Reduced |
| Redwood Investment Management, LLC | 20,743 | $629.0K | 0.06% | −936−4.3% | Reduced |
| State of Wisconsin Investment Board | 20,737 | $628.3K | 0.00% | +13,461+185.0% | Added |
| Price T Rowe Associates Inc | 20,495 | $621.0K | 0.00% | +779+4.0% | Added |
| Exchange Traded Concepts, LLC | 20,455 | $619.8K | 0.02% | +291+1.4% | Added |
| UBS Group AG | 19,447 | $589.2K | 0.00% | −73,294−79.0% | Reduced |
| US Bancorp | 19,377 | $587.1K | 0.00% | +16,040+480.7% | Added |
| Aviva PLC | 19,317 | $585.3K | 0.00% | +19,317 | New |
| Corton Capital Inc. | 18,937 | $573.8K | 0.18% | +2,354+14.2% | Added |
| Toroso Investments, LLC | 18,242 | $552.7K | 0.01% | +933+5.4% | Added |
| Illinois Municipal Retirement Fund | 17,954 | $544.0K | 0.01% | +2,305+14.7% | Added |
| State of Alaska, Department of Revenue | 17,936 | $543.0K | 0.01% | −216−1.2% | Reduced |
| Empirical Finance, LLC | 16,864 | $511.0K | 0.04% | −13,359−44.2% | Reduced |
| Nisa Investment Advisors, LLC | 16,220 | $491.5K | 0.00% | +6,195+61.8% | Added |
| American International Group, Inc. | 16,113 | $488.2K | 0.00% | −133−0.8% | Reduced |
| PDT Partners, LLC | 15,811 | $479.1K | 0.05% | +6,011+61.3% | Added |
| Rothschild Investment LLC | 15,800 | $478.7K | 0.04% | +15,800 | New |
| MetLife Investment Management | 15,688 | $475.3K | 0.00% | 00.0% | Unchanged |
| Advantage Alpha Capital Partners LP | 15,497 | $469.6K | 0.09% | +15,497 | New |
| New York State Teachers Retirement System | 15,411 | $467.0K | 0.00% | +5,899+62.0% | Added |
| Louisiana State Employees Retirement System | 14,600 | $442.4K | 0.01% | −200−1.4% | Reduced |
| Prelude Capital Management, LLC | 14,476 | $438.6K | 0.04% | +14,476 | New |
| Yousif Capital Management, LLC | 14,436 | $437.4K | 0.01% | −70−0.5% | Reduced |
| Janus Henderson Group PLC | 14,285 | $432.8K | 0.00% | −24−0.2% | Reduced |
| Franklin Resources Inc | 14,011 | $424.5K | 0.00% | +299+2.2% | Added |
| Raymond James & Associates | 13,923 | $421.9K | 0.00% | +13,923 | New |
| Mirae Asset Global Investments Co., Ltd. | 13,890 | $420.9K | 0.00% | +1,226+9.7% | Added |
| Keebeck Alpha, LP | 13,686 | $414.7K | 0.33% | +13,686 | New |
| SG Americas Securities, LLC | 13,490 | $409.0K | 0.00% | +3,453+34.4% | Added |
| Comerica Bank | 13,318 | $403.5K | 0.00% | −35−0.3% | Reduced |
| Nebula Research & Development LLC | 13,273 | $402.2K | 0.12% | +3,421+34.7% | Added |
| HSBC Holdings PLC | 12,871 | $391.1K | 0.00% | −2,459−16.0% | Reduced |
| Baird Financial Group, Inc. | 12,734 | $385.8K | 0.00% | +12,734 | New |
| Burney Co | 12,659 | $383.6K | 0.02% | −1,035−7.6% | Reduced |
| Amalgamated Bank | 12,557 | $380.0K | 0.00% | −303−2.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,134 | $367.7K | 0.03% | −44,956−78.7% | Reduced |
| Janney Montgomery Scott LLC | 12,096 | $367.0K | 0.00% | −113−0.9% | Reduced |
| Voya Investment Management LLC | 11,879 | $359.9K | 0.00% | −121−1.0% | Reduced |
| Quest Partners LLC | 11,620 | $352.1K | 0.07% | +11,620 | New |
| Wells Fargo & Company | 11,371 | $344.6K | 0.00% | +2,674+30.7% | Added |
| Two Sigma Securities, LLC | 10,922 | $330.9K | 0.02% | +10,922 | New |
| Hennion & Walsh Asset Management, Inc. | 10,894 | $330.1K | 0.02% | +10,894 | New |
| Maryland State Retirement & Pension System | 10,738 | $325.4K | 0.01% | 00.0% | Unchanged |
| Lynwood Capital Management Inc. | 10,000 | $303.0K | 1.33% | +10,000 | New |
| Teachers Retirement System of the State of Kentucky | 9,935 | $301.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 9,836 | $298.0K | 0.00% | +1,249+14.5% | Added |
| Truist Financial Corp | 9,734 | $294.9K | 0.00% | +1,574+19.3% | Added |
| Entropy Technologies, LP | 9,301 | $281.8K | 0.05% | +9,301 | New |
| State of Wyoming | 9,007 | $272.9K | 0.05% | +5,811+181.8% | Added |
| Bank of Montreal | 8,301 | $268.6K | 0.00% | +200+2.5% | Added |
| Envestnet Asset Management Inc | 8,802 | $266.7K | 0.00% | +8,802 | New |
| Oregon Public Employees Retirement Fund | 8,522 | $258.2K | 0.00% | −200−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 8,466 | $256.5K | 0.00% | 00.0% | Unchanged |
| Oracle Alpha Inc. | 8,283 | $251.0K | 0.32% | +8,283 | New |
| Virtu Financial LLC | 8,199 | $248.0K | 0.02% | +8,199 | New |
| Omers Administration Corp | 7,900 | $239.4K | 0.00% | +7,900 | New |
| IHT Wealth Management, LLC | 7,854 | $238.0K | 0.01% | +194+2.5% | Added |
| Allspring Global Investments Holdings, LLC | 7,806 | $236.5K | 0.00% | +449+6.1% | Added |
| Semanteon Capital Management, LP | 7,751 | $234.9K | 0.16% | +7,751 | New |
| Federated Hermes, Inc. | 7,586 | $229.9K | 0.00% | +4,144+120.4% | Added |
| Camelot Portfolios, LLC | 7,568 | $229.3K | 0.14% | +7,568 | New |
| CWA Asset Management Group, LLC | 7,546 | $228.6K | 0.02% | −183−2.4% | Reduced |
| Vestcor Inc | 7,491 | $227.0K | 0.01% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 7,149 | $216.6K | 0.03% | +7,149 | New |
| Tower Research Capital LLC (TRC) | 6,967 | $211.1K | 0.00% | +5,105+274.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 6,810 | $206.3K | 0.00% | +1,106+19.4% | Added |
| EntryPoint Capital, LLC | 5,919 | $179.3K | 0.17% | +5,919 | New |
| Public Employees Retirement Association of Colorado | 5,056 | $153.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,844 | $116.5K | 0.01% | +3,844 | New |
| GWM Advisors LLC | 3,388 | $102.7K | 0.00% | +141+4.3% | Added |
| Ameritas Investment Partners, Inc. | 2,947 | $89.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,700 | $81.8K | 0.00% | +30+1.1% | Added |
| TD Waterhouse Canada Inc. | 2,023 | $68.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,030 | $61.5K | 0.00% | −500−19.8% | Reduced |
| Boston Partners | 67,412 | $56.7K | 0.00% | +67,412 | New |
| Metropolitan Life Insurance Co | 1,707 | $51.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,340 | $41.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,300 | $39.0K | 0.00% | −900−40.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,222 | $37.0K | 0.00% | −9,279−88.4% | Reduced |
| Advisory Services Network, LLC | 1,186 | $35.9K | 0.00% | +1,186 | New |
| Plato Investment Management Ltd | 1,159 | $35.1K | 0.04% | +1,159 | New |
| Jones Financial Companies LLLP | 1,101 | $33.4K | 0.00% | +1,101 | New |
| Neo Ivy Capital Management | 1,075 | $33.0K | 0.07% | −813−43.1% | Reduced |
| Rogco, LP | 850 | $25.8K | 0.01% | 00.0% | Unchanged |
| Citadel Advisors LLC | 832 | $25.2K | 0.00% | −486,510−99.8% | Reduced |
| Hexagon Capital Partners LLC | 763 | $23.1K | 0.01% | +656+613.1% | Added |
| The PNC Financial Services Group, Inc. | 751 | $22.8K | 0.00% | −32−4.1% | Reduced |
| Tucker Asset Management LLC | 625 | $18.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 515 | $15.6K | 0.00% | +515 | New |
| Steward Partners Investment Advisory, LLC | 440 | $13.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 431 | $13.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 371 | $11.2K | 0.00% | +371 | New |
| GAMMA Investing LLC | 303 | $10.2K | 0.00% | +303 | New |
| Smartleaf Asset Management LLC | 317 | $9.68K | 0.00% | +317 | New |
| EverSource Wealth Advisors, LLC | 299 | $9.06K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 296 | $8.97K | 0.00% | 00.0% | Unchanged |