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 |
|---|---|---|---|---|---|
| Barrow Hanley Mewhinney & Strauss LLC | 155 | $5.53K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 150 | $5.51K | 0.00% | +150 | New |
| Harbour Investments, Inc. | 138 | $4.92K | 0.00% | +138 | New |
| Quadrant Capital Group LLC | 125 | $4.46K | 0.00% | +29+30.2% | Added |
| Gen-Wealth Partners Inc | 125 | $4.46K | 0.00% | +125 | New |
| Farther Finance Advisors, LLC | 112 | $4.11K | 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 |
| Sound Income Strategies, LLC | 60 | $2.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $1.75K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 32 | $1.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $1.11K | 0.00% | −11−26.2% | Reduced |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | +40 | New |
| Retirement Group, LLC | 22 | $773 | 0.00% | +1+4.8% | Added |
| 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 |
| First Horizon Advisors, Inc. | 18 | $641 | 0.00% | +18 | New |
| Umb Bank N A | 16 | $571 | 0.00% | +16 | New |
| Allworth Financial LP | 13 | $464 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $428 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $392 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $286 | 0.00% | 00.0% | Unchanged |
| 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 |
| Rothschild Investment LLC | 5 | $178 | 0.00% | −15,795−100.0% | Reduced |
| Sofos Investments, Inc. | 5 | $153 | 0.00% | +5 | New |
| Huntington National Bank | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 0 | $15 | 0.00% | 0 | New |
| IFP Advisors, Inc | 0 | $6 | 0.00% | −2,700−100.0% | Reduced |
| 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 |