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, Q2 2024
Institutional positions in CVR Energy Inc as of Jun 30, 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
- 215
- −15 vs. Q1 2024
- Shares held
- 103.5M
- −176.5K (−0.2%) vs. Q1 2024
- Total value
- $2.77B
- −$926.1M (−25.1%) vs. Q1 2024
- New holders
- 38
- 93 more added
- Sold out
- 53
- 62 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 2 | $54 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 4 | $108 | 0.00% | −3−42.9% | Reduced |
| RFP Financial Group LLC | 5 | $134 | 0.00% | −15−75.0% | Reduced |
| IFP Advisors, Inc | 6 | $161 | 0.00% | +6 | Added |
| Allworth Financial LP | 13 | $321 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $322 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $349 | 0.00% | +5+62.5% | Added |
| Farmers & Merchants Investments Inc | 20 | $535 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $535 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 33 | $871 | 0.00% | +1+3.1% | Added |
| Umb Bank N A | 36 | $964 | 0.00% | +20+125.0% | Added |
| JFS Wealth Advisors, LLC | 41 | $1.10K | 0.00% | +10+32.3% | Added |
| Parallel Advisors, LLC | 41 | $1.10K | 0.00% | +41 | New |
| Cypress Capital, LLC | 42 | $1.12K | 0.00% | +42 | New |
| Private Wealth Management Group, LLC | 49 | $1.31K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $1.61K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $2.00K | 0.00% | +1+1.3% | Added |
| Innealta Capital, LLC | 79 | $2.12K | 0.00% | +79 | New |
| Fifth Third Bancorp | 109 | $2.92K | 0.00% | +102+1,457.1% | Added |
| Proequities, Inc. | 118 | $3.16K | 0.00% | +118 | New |
| Quadrant Capital Group LLC | 123 | $3.29K | 0.00% | −2−1.6% | Reduced |
| Gen-Wealth Partners Inc | 125 | $3.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 134 | $3.59K | 0.00% | +134 | New |
| Quarry LP | 148 | $3.96K | 0.00% | +148 | New |
| Westside Investment Management, Inc. | 150 | $4.01K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $5.00K | 0.00% | +100+100.0% | Added |
| BOK Financial Private Wealth, Inc. | 234 | $6.26K | 0.00% | +4+1.7% | Added |
| EverSource Wealth Advisors, LLC | 317 | $9.07K | 0.00% | +18+6.0% | Added |
| Smartleaf Asset Management LLC | 365 | $9.73K | 0.00% | +34+10.3% | Added |
| ORG Partners LLC | 371 | $9.78K | 0.00% | +371 | New |
| Matrix Trust Co | 389 | $10.0K | 0.00% | +389 | New |
| Larson Financial Group LLC | 421 | $11.3K | 0.00% | +421 | New |
| Harbour Investments, Inc. | 449 | $12.0K | 0.00% | +311+225.4% | Added |
| Signaturefd, LLC | 450 | $12.0K | 0.00% | +19+4.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 564 | $15.1K | 0.00% | +409+263.9% | Added |
| Nomura Asset Management Co Ltd | 580 | $15.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 617 | $16.5K | 0.00% | +7+1.1% | Added |
| Tucker Asset Management LLC | 625 | $16.7K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 705 | $18.9K | 0.00% | −253−26.4% | Reduced |
| Hexagon Capital Partners LLC | 776 | $20.8K | 0.00% | −266−25.5% | Reduced |
| Rogco, LP | 850 | $22.8K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 859 | $23.0K | 0.00% | +782+1,015.6% | Added |
| Federation des caisses Desjardins du Quebec | 1,030 | $27.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,223 | $32.2K | 0.00% | +1,111+992.0% | Added |
| Headlands Technologies LLC | 1,482 | $39.7K | 0.00% | +1,321+820.5% | Added |
| KBC Group NV | 1,593 | $43.0K | 0.00% | +744+87.6% | Added |
| Simplex Trading, LLC | 1,933 | $51.0K | 0.00% | +1,933 | New |
| Federated Hermes, Inc. | 1,908 | $51.1K | 0.00% | −4,426−69.9% | Reduced |
| FMR LLC | 1,982 | $53.1K | 0.00% | −28,859−93.6% | Reduced |
| TD Waterhouse Canada Inc. | 2,023 | $53.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,600 | $69.6K | 0.02% | +2,000+333.3% | Added |
| Ameritas Investment Partners, Inc. | 3,347 | $89.6K | 0.00% | +400+13.6% | Added |
| Quest Partners LLC | 3,485 | $93.3K | 0.01% | +1,119+47.3% | Added |
| GWM Advisors LLC | 3,701 | $99.1K | 0.00% | −10,795−74.5% | Reduced |
| Covestor Ltd | 3,741 | $100.0K | 0.06% | +1,458+63.9% | Added |
| Redwood Wealth Management Group, LLC | 3,812 | $102.1K | 0.08% | +3,812 | New |
| State of Wyoming | 4,073 | $109.0K | 0.02% | +312+8.3% | Added |
| Vestcor Inc | 4,833 | $129.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,056 | $135.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,704 | $152.7K | 0.00% | −2,118−27.1% | Reduced |
| Jones Financial Companies LLLP | 7,108 | $190.3K | 0.00% | +1,000+16.4% | Added |
| Oregon Public Employees Retirement Fund | 7,122 | $190.7K | 0.00% | −700−8.9% | Reduced |
| DRW Securities, LLC | 7,529 | $201.8K | 0.01% | +7,529 | New |
| Aviva PLC | 7,647 | $204.7K | 0.00% | +7,647 | New |
| HSBC Holdings PLC | 7,793 | $208.2K | 0.00% | +7,793 | New |
| Mercer Global Advisors Inc | 7,799 | $208.8K | 0.00% | +1,692+27.7% | Added |
| Envestnet Asset Management Inc | 8,204 | $219.6K | 0.00% | −6,730−45.1% | Reduced |
| SG Americas Securities, LLC | 8,241 | $221.0K | 0.00% | +8,241 | New |
| IHT Wealth Management, LLC | 8,381 | $224.4K | 0.01% | +41+0.5% | Added |
| Two Sigma Securities, LLC | 8,416 | $225.3K | 0.01% | +41+0.5% | Added |
| Allspring Global Investments Holdings, LLC | 8,453 | $226.3K | 0.00% | −2,566−23.3% | Reduced |
| State Board of Administration of Florida Retirement System | 8,466 | $226.6K | 0.00% | −3,050−26.5% | Reduced |
| CWM Advisors, LLC | 8,471 | $226.8K | 0.03% | +8,471 | New |
| Amalgamated Bank | 8,867 | $237.0K | 0.00% | −18−0.2% | Reduced |
| Tower Research Capital LLC (TRC) | 9,200 | $246.3K | 0.00% | +810+9.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,469 | $253.5K | 0.00% | +9,469 | New |
| Camelot Portfolios, LLC | 9,479 | $253.8K | 0.14% | +9,479 | New |
| Bank of Montreal | 8,583 | $255.3K | 0.00% | +148+1.8% | Added |
| Arizona State Retirement System | 9,850 | $263.7K | 0.00% | +180+1.9% | Added |
| Teachers Retirement System of the State of Kentucky | 9,935 | $266.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 10,165 | $272.1K | 0.01% | −340−3.2% | Reduced |
| UniSuper Management Pty Ltd | 10,446 | $279.6K | 0.00% | +1,100+11.8% | Added |
| Alps Advisors Inc | 10,510 | $281.4K | 0.00% | −50−0.5% | Reduced |
| Comerica Bank | 10,653 | $285.2K | 0.00% | −1,410−11.7% | Reduced |
| Voya Investment Management LLC | 11,209 | $300.1K | 0.00% | +1,518+15.7% | Added |
| Janney Montgomery Scott LLC | 11,647 | $312.0K | 0.00% | −163−1.4% | Reduced |
| MQS Management LLC | 11,704 | $313.3K | 0.19% | +11,704 | New |
| Yousif Capital Management, LLC | 11,811 | $316.2K | 0.00% | −1,360−10.3% | Reduced |
| Aquatic Capital Management LLC | 12,000 | $321.2K | 0.01% | −25,300−67.8% | Reduced |
| Burney Co | 12,539 | $335.7K | 0.01% | +60.0% | Added |
| Advantage Alpha Capital Partners LP | 12,803 | $342.7K | 0.07% | −1,391−9.8% | Reduced |
| Wells Fargo & Company | 12,847 | $343.9K | 0.00% | +1,331+11.6% | Added |
| Systematic Portfolios LLC | 13,025 | $348.7K | 2.42% | +13,025 | New |
| Janus Henderson Group PLC | 13,150 | $352.0K | 0.00% | −10,742−45.0% | Reduced |
| Raymond James & Associates | 13,547 | $362.7K | 0.00% | +13,547 | New |
| New York State Teachers Retirement System | 13,609 | $364.0K | 0.00% | −100−0.7% | Reduced |
| Nisa Investment Advisors, LLC | 13,625 | $364.7K | 0.00% | −7,518−35.6% | Reduced |
| Advisor Group Holdings, Inc. | 13,693 | $366.8K | 0.00% | −39,375−74.2% | Reduced |
| Entropy Technologies, LP | 13,885 | $371.7K | 0.04% | −5,904−29.8% | Reduced |
| Gsa Capital Partners LLP | 14,038 | $376.0K | 0.03% | +14,038 | New |