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 |
|---|---|---|---|---|---|
| Hennessy Advisors Inc | 143,000 | $5.10M | 0.21% | +43,700+44.0% | Added |
| Citadel Advisors LLC | 165,822 | $5.91M | 0.01% | +164,990+19,830.5% | Added |
| Principal Financial Group Inc | 174,089 | $6.21M | 0.00% | +2,909+1.7% | Added |
| Advisors Asset Management, Inc. | 186,428 | $6.65M | 0.13% | +71,390+62.1% | Added |
| Empowered Funds, LLC | 188,009 | $6.70M | 0.12% | +17,109+10.0% | Added |
| Nuveen Asset Management, LLC | 217,534 | $7.76M | 0.00% | −81,383−27.2% | Reduced |
| American Century Companies Inc | 254,423 | $9.07M | 0.01% | −240,270−48.6% | Reduced |
| Bank of America Corp | 283,687 | $10.1M | 0.00% | +46,818+19.8% | Added |
| Northern Trust Corp | 318,480 | $11.4M | 0.00% | −4,956−1.5% | Reduced |
| Victory Capital Management Inc | 321,591 | $11.5M | 0.01% | +72,659+29.2% | Added |
| JPMorgan Chase & Co | 331,875 | $11.8M | 0.00% | −59,954−15.3% | Reduced |
| Cambria Investment Management, L.P. | 348,416 | $12.4M | 0.74% | −100,915−22.5% | Reduced |
| First Trust Advisors LP | 423,588 | $15.1M | 0.02% | +77,576+22.4% | Added |
| Norges Bank | 442,882 | $15.8M | 0.00% | +61,118+16.0% | Added |
| Charles Schwab Investment Management Inc | 535,764 | $19.1M | 0.00% | −19,028−3.4% | Reduced |
| Morgan Stanley | 550,545 | $19.6M | 0.00% | −1,261−0.2% | Reduced |
| Goldman Sachs Group Inc | 556,642 | $19.8M | 0.00% | +96,467+21.0% | Added |
| Ameriprise Financial Inc | 562,230 | $20.0M | 0.01% | +25,799+4.8% | Added |
| Voloridge Investment Management, LLC | 593,279 | $21.2M | 0.08% | −224,487−27.5% | Reduced |
| Two Sigma Investments, LP | 640,894 | $22.9M | 0.06% | −208,113−24.5% | Reduced |
| Geode Capital Management, LLC | 707,490 | $25.2M | 0.00% | +30,772+4.5% | Added |
| Two Sigma Advisers, LP | 767,500 | $27.4M | 0.06% | −92,300−10.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 858,054 | $30.6M | 0.14% | −61,421−6.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 939,357 | $33.5M | 0.03% | +137,438+17.1% | Added |
| Invesco Ltd. | 970,531 | $34.6M | 0.01% | −101,113−9.4% | Reduced |
| Bank of New York Mellon Corp | 972,189 | $34.7M | 0.01% | −9,756−1.0% | Reduced |
| Renaissance Technologies LLC | 1,006,984 | $35.9M | 0.06% | +55,870+5.9% | Added |
| Dimensional Fund Advisors LP | 2,027,698 | $72.3M | 0.02% | +184,880+10.0% | Added |
| State Street Corp | 2,674,633 | $95.4M | 0.00% | −116,763−4.2% | Reduced |
| Vanguard Group Inc | 4,020,717 | $143.4M | 0.00% | +85,773+2.2% | Added |
| BlackRock Inc. | 4,845,869 | $172.8M | 0.00% | −1,540,947−24.1% | Reduced |
| Pacer Advisors, Inc. | 5,693,271 | $203.0M | 0.47% | +1,612,955+39.5% | Added |
| Icahn Carl CSuperinvestorIcahn Capital | 66,692,381 | $2.38B | 19.96% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −320,430−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −239,940−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −97,271−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −80,202−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −56,238−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −46,186−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −30,646−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −29,653−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −28,163−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −26,554−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −25,478−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −23,831−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −20,743−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −19,317−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −18,242−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −13,923−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −13,490−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −13,273−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −12,871−100.0% | Sold out |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Oracle Alpha Inc. | 0 | $0 | 0.00% | −8,283−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −7,751−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −7,568−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −5,919−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −67,412−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −371−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Neo Ivy Capital Management | – | – | – | – | Not filed |