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, Q1 2024
Institutional positions in CVR Energy Inc as of Mar 31, 2024. 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
- 233
- +7 vs. Q4 2023
- Shares held
- 103.7M
- −1.78M (−1.7%) vs. Q4 2023
- Total value
- $3.70B
- +$503.9M (+15.8%) vs. Q4 2023
- New holders
- 46
- 65 more added
- Sold out
- 39
- 89 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 0 | $6 | 0.00% | −2,700−100.0% | Reduced |
| Fernwood Investment Management, LLC | 0 | $15 | 0.00% | 0 | New |
| Huntington National Bank | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $153 | 0.00% | +5 | New |
| Rothschild Investment LLC | 5 | $178 | 0.00% | −15,795−100.0% | Reduced |
| AdvisorNet Financial, Inc | 7 | $250 | 0.00% | −13−65.0% | Reduced |
| Parkside Financial Bank & Trust | 7 | $250 | 0.00% | +2+40.0% | Added |
| Fifth Third Bancorp | 7 | $250 | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $286 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $392 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $428 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 13 | $464 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 16 | $571 | 0.00% | +16 | New |
| First Horizon Advisors, Inc. | 18 | $641 | 0.00% | +18 | New |
| RFP Financial Group LLC | 20 | $713 | 0.00% | −276−93.2% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $713 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $713 | 0.00% | +20 | New |
| Retirement Group, LLC | 22 | $773 | 0.00% | +1+4.8% | Added |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 31 | $1.11K | 0.00% | −11−26.2% | Reduced |
| Scarborough Advisors, LLC | 32 | $1.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $2.14K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 76 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 77 | $3.00K | 0.00% | +60+352.9% | Added |
| Farther Finance Advisors, LLC | 112 | $4.11K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 125 | $4.46K | 0.00% | +29+30.2% | Added |
| Gen-Wealth Partners Inc | 125 | $4.46K | 0.00% | +125 | New |
| Harbour Investments, Inc. | 138 | $4.92K | 0.00% | +138 | New |
| Westside Investment Management, Inc. | 150 | $5.51K | 0.00% | +150 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 155 | $5.53K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 161 | $5.74K | 0.00% | +161 | New |
| BOK Financial Private Wealth, Inc. | 230 | $8.20K | 0.00% | +3+1.3% | Added |
| EverSource Wealth Advisors, LLC | 299 | $9.08K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 331 | $11.5K | 0.00% | +14+4.4% | Added |
| Signaturefd, LLC | 431 | $15.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 440 | $15.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 515 | $18.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 580 | $20.7K | 0.00% | +580 | New |
| Catalyst Funds Management Pty Ltd | 600 | $21.4K | 0.01% | +600 | New |
| GAMMA Investing LLC | 610 | $21.8K | 0.00% | +307+101.3% | Added |
| Tucker Asset Management LLC | 625 | $22.3K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 849 | $30.0K | 0.00% | −491−36.6% | Reduced |
| Rogco, LP | 850 | $30.3K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 958 | $34.2K | 0.00% | +207+27.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,030 | $36.7K | 0.00% | −1,000−49.3% | Reduced |
| Hexagon Capital Partners LLC | 1,042 | $37.2K | 0.01% | +279+36.6% | Added |
| Metropolitan Life Insurance Co | 1,707 | $60.9K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $71.3K | 0.05% | +2,000 | New |
| TD Waterhouse Canada Inc. | 2,023 | $80.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,283 | $81.0K | 0.05% | +2,278+45,560.0% | Added |
| Quest Partners LLC | 2,366 | $84.4K | 0.01% | −9,254−79.6% | Reduced |
| Ameritas Investment Partners, Inc. | 2,947 | $105.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,761 | $134.1K | 0.02% | −5,246−58.2% | Reduced |
| PEAK6 Investments LLC | 4,663 | $166.3K | 0.01% | −93,596−95.3% | Reduced |
| Vestcor Inc | 4,833 | $172.0K | 0.01% | −2,658−35.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,056 | $180.0K | 0.00% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 5,868 | $209.3K | 0.05% | −53,379−90.1% | Reduced |
| ProShare Advisors LLC | 5,967 | $212.8K | 0.00% | +5,967 | New |
| Kestra Advisory Services, LLC | 5,995 | $213.8K | 0.00% | +5,995 | New |
| Jones Financial Companies LLLP | 6,108 | $217.8K | 0.00% | +5,007+454.8% | Added |
| Mercer Global Advisors Inc | 6,107 | $218.0K | 0.00% | +6,107 | New |
| Jump Financial, LLC | 6,200 | $221.1K | 0.01% | −92,136−93.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 6,296 | $224.5K | 0.00% | +6,296 | New |
| Federated Hermes, Inc. | 6,334 | $225.9K | 0.00% | −1,252−16.5% | Reduced |
| Keebeck Alpha, LP | 6,952 | $247.9K | 0.16% | −6,734−49.2% | Reduced |
| Corton Capital Inc. | 7,105 | $253.4K | 0.09% | −11,832−62.5% | Reduced |
| Mirabella Financial Services LLP | 7,239 | $258.3K | 0.02% | +90+1.3% | Added |
| Oregon Public Employees Retirement Fund | 7,822 | $278.9K | 0.01% | −700−8.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,822 | $278.9K | 0.00% | +1,012+14.9% | Added |
| Prelude Capital Management, LLC | 8,146 | $290.5K | 0.02% | −6,330−43.7% | Reduced |
| Commonwealth Equity Services, LLC | 8,167 | $291.0K | 0.00% | +8,167 | New |
| IHT Wealth Management, LLC | 8,340 | $297.4K | 0.01% | +486+6.2% | Added |
| Two Sigma Securities, LLC | 8,375 | $298.7K | 0.01% | −2,547−23.3% | Reduced |
| Tower Research Capital LLC (TRC) | 8,390 | $299.2K | 0.01% | +1,423+20.4% | Added |
| Bank of Montreal | 8,435 | $301.1K | 0.00% | +134+1.6% | Added |
| Amalgamated Bank | 8,885 | $317.0K | 0.00% | −3,672−29.2% | Reduced |
| XTX Topco Ltd | 9,126 | $325.4K | 0.04% | +9,126 | New |
| UniSuper Management Pty Ltd | 9,346 | $333.3K | 0.00% | +9,346 | New |
| Arizona State Retirement System | 9,670 | $344.8K | 0.00% | −166−1.7% | Reduced |
| Voya Investment Management LLC | 9,691 | $345.6K | 0.00% | −2,188−18.4% | Reduced |
| Truist Financial Corp | 9,748 | $347.6K | 0.00% | +14+0.1% | Added |
| Maryland State Retirement & Pension System | 10,505 | $351.6K | 0.01% | −233−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,935 | $354.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,145 | $361.8K | 0.00% | +10,145 | New |
| Mariner, LLC | 10,326 | $368.0K | 0.00% | +10,326 | New |
| Alps Advisors Inc | 10,560 | $376.6K | 0.00% | +10,560 | New |
| State Board of Administration of Florida Retirement System | 11,516 | $377.5K | 0.00% | +3,050+36.0% | Added |
| Allspring Global Investments Holdings, LLC | 11,019 | $392.9K | 0.00% | +3,213+41.2% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,664 | $409.3K | 0.00% | −1,226−8.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 11,500 | $410.1K | 0.09% | +11,500 | New |
| Wells Fargo & Company | 11,516 | $410.7K | 0.00% | +145+1.3% | Added |
| Janney Montgomery Scott LLC | 11,810 | $421.0K | 0.00% | −286−2.4% | Reduced |
| CWA Asset Management Group, LLC | 11,825 | $421.7K | 0.03% | +4,279+56.7% | Added |
| Man Group plc | 12,047 | $429.6K | 0.00% | −45,075−78.9% | Reduced |
| Comerica Bank | 12,063 | $430.2K | 0.00% | −1,255−9.4% | Reduced |
| Burney Co | 12,533 | $446.9K | 0.02% | −126−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 12,600 | $449.3K | 0.02% | +12,600 | New |