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, Q3 2024
Institutional positions in CVR Energy Inc as of Sep 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
- 204
- −9 vs. Q2 2024
- Shares held
- 103.3M
- +4.80M (+4.9%) vs. Q2 2024
- Total value
- $2.38B
- −$257.6M (−9.8%) vs. Q2 2024
- New holders
- 38
- 76 more added
- Sold out
- 47
- 64 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 9 | $0 | 0.00% | +9 | New |
| IFP Advisors, Inc | 6 | $138 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $139 | 0.00% | −6−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $162 | 0.00% | −6−46.2% | Reduced |
| Parkside Financial Bank & Trust | 10 | $231 | 0.00% | +6+150.0% | Added |
| Huntington National Bank | 16 | $368 | 0.00% | +14+700.0% | Added |
| Capital Performance Advisors LLP | 18 | $415 | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 20 | $461 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $461 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 21 | $484 | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 31 | $714 | 0.00% | −10−24.4% | Reduced |
| Sterling Capital Management LLC | 42 | $967 | 0.00% | +42 | New |
| True Wealth Design, LLC | 42 | $968 | 0.00% | +42 | New |
| AdvisorNet Financial, Inc | 45 | $1.04K | 0.00% | +45 | New |
| Private Wealth Management Group, LLC | 49 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 52 | $1.20K | 0.00% | +52 | New |
| Massmutual Trust Co FSB | 65 | $1.50K | 0.00% | +65 | New |
| Lindbrook Capital, LLC | 90 | $2.07K | 0.00% | −44−32.8% | Reduced |
| Umb Bank N A | 105 | $2.42K | 0.00% | +69+191.7% | Added |
| Ronald Blue Trust, Inc. | 113 | $3.02K | 0.00% | +113 | New |
| NVWM, LLC | 157 | $3.62K | 0.00% | +157 | New |
| Fifth Third Bancorp | 166 | $3.82K | 0.00% | +57+52.3% | Added |
| Allworth Financial LP | 168 | $3.87K | 0.00% | +155+1,192.3% | Added |
| Westside Investment Management, Inc. | 150 | $4.13K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 250 | $5.00K | 0.00% | +50+25.0% | Added |
| BOK Financial Private Wealth, Inc. | 238 | $5.49K | 0.00% | +4+1.7% | Added |
| Quadrant Capital Group LLC | 263 | $6.06K | 0.00% | +140+113.8% | Added |
| EverSource Wealth Advisors, LLC | 317 | $7.30K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 342 | $7.88K | 0.00% | −1,566−82.1% | Reduced |
| Financial Network Wealth Advisors LLC | 346 | $7.97K | 0.01% | +346 | New |
| GAMMA Investing LLC | 357 | $8.22K | 0.00% | −260−42.1% | Reduced |
| ORG Partners LLC | 371 | $8.54K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 376 | $8.70K | 0.00% | +11+3.0% | Added |
| Matrix Trust Co | 389 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 417 | $9.60K | 0.00% | +417 | New |
| Pacifica Partners Inc. | 430 | $9.90K | 0.00% | +430 | New |
| Bessemer Group Inc | 427 | $10.0K | 0.00% | +427 | New |
| Harbour Investments, Inc. | 449 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 506 | $11.7K | 0.00% | −270−34.8% | Reduced |
| Nomura Asset Management Co Ltd | 580 | $13.4K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 651 | $15.0K | 0.00% | +87+15.4% | Added |
| Rogco, LP | 850 | $19.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 873 | $20.0K | 0.00% | +873 | New |
| Gladius Capital Management LP | 989 | $22.8K | 0.01% | +989 | New |
| Federation des caisses Desjardins du Quebec | 1,030 | $23.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,155 | $26.6K | 0.00% | −28,332−96.1% | Reduced |
| Farther Finance Advisors, LLC | 1,267 | $29.2K | 0.00% | +44+3.6% | Added |
| The PNC Financial Services Group, Inc. | 1,321 | $30.4K | 0.00% | +616+87.4% | Added |
| KBC Group NV | 1,593 | $37.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,790 | $41.0K | 0.00% | +931+108.4% | Added |
| Bryn Mawr Trust Co | 1,884 | $43.4K | 0.00% | +1,884 | New |
| Future Financial Wealth Managment LLC | 2,000 | $46.1K | 0.03% | +2,000 | New |
| TD Waterhouse Canada Inc. | 2,023 | $47.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3,119 | $71.8K | 0.00% | +2,698+640.9% | Added |
| Ameritas Investment Partners, Inc. | 3,347 | $77.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 3,615 | $83.3K | 0.00% | −10,010−73.5% | Reduced |
| State of Wyoming | 4,013 | $92.4K | 0.01% | −60−1.5% | Reduced |
| FMR LLC | 4,031 | $92.8K | 0.00% | +2,049+103.4% | Added |
| Headlands Technologies LLC | 4,290 | $98.8K | 0.01% | +2,808+189.5% | Added |
| GWM Advisors LLC | 4,530 | $104.3K | 0.00% | +829+22.4% | Added |
| Public Employees Retirement Association of Colorado | 5,056 | $116.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,100 | $117.5K | 0.01% | −14,710−74.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,621 | $129.5K | 0.00% | −3,579−38.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,704 | $131.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7,376 | $170.0K | 0.11% | +3,635+97.2% | Added |
| Allspring Global Investments Holdings, LLC | 7,871 | $181.3K | 0.00% | −582−6.9% | Reduced |
| Oregon Public Employees Retirement Fund | 8,022 | $184.7K | 0.00% | +900+12.6% | Added |
| IHT Wealth Management, LLC | 8,901 | $205.0K | 0.01% | +520+6.2% | Added |
| Brevan Howard Capital Management LP | 8,907 | $205.1K | 0.01% | +8,907 | New |
| Bank of Montreal | 9,209 | $213.2K | 0.00% | +626+7.3% | Added |
| nVerses Capital, LLC | 9,500 | $218.8K | 0.10% | +9,500 | New |
| Gotham Asset Management, LLC | 9,573 | $220.5K | 0.00% | −40,132−80.7% | Reduced |
| TownSquare Capital, LLC | 9,578 | $220.6K | 0.00% | +9,578 | New |
| Amalgamated Bank | 9,716 | $224.0K | 0.00% | +849+9.6% | Added |
| SEI Investments Co | 9,922 | $228.5K | 0.00% | +9,922 | New |
| Teachers Retirement System of the State of Kentucky | 9,935 | $229.0K | 0.00% | 00.0% | Unchanged |
| Jump Financial, LLC | 9,973 | $229.7K | 0.00% | −42,696−81.1% | Reduced |
| Intech Investment Management LLC | 10,026 | $230.9K | 0.00% | +10,026 | New |
| Arizona State Retirement System | 10,132 | $233.3K | 0.00% | +282+2.9% | Added |
| Jones Financial Companies LLLP | 10,600 | $245.4K | 0.00% | +3,492+49.1% | Added |
| Janney Montgomery Scott LLC | 10,950 | $252.0K | 0.00% | −697−6.0% | Reduced |
| Voya Investment Management LLC | 11,020 | $253.8K | 0.00% | −189−1.7% | Reduced |
| Burney Co | 11,134 | $256.4K | 0.01% | −1,405−11.2% | Reduced |
| Inceptionr LLC | 11,384 | $262.2K | 0.06% | +11,384 | New |
| Maryland State Retirement & Pension System | 11,542 | $265.8K | 0.01% | +1,377+13.5% | Added |
| Wolverine Trading, LLC | 11,759 | $272.2K | 0.01% | +11,759 | New |
| Comerica Bank | 11,825 | $272.3K | 0.00% | +1,172+11.0% | Added |
| Empowered Funds, LLC | 11,929 | $274.7K | 0.00% | −255,934−95.5% | Reduced |
| New York State Teachers Retirement System | 12,412 | $286.0K | 0.00% | −1,197−8.8% | Reduced |
| Yousif Capital Management, LLC | 12,986 | $299.1K | 0.00% | +1,175+9.9% | Added |
| Janus Henderson Group PLC | 13,150 | $302.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 13,514 | $311.5K | 0.00% | −179−1.3% | Reduced |
| CWA Asset Management Group, LLC | 14,179 | $326.6K | 0.02% | +14,179 | New |
| US Bancorp | 14,452 | $332.8K | 0.00% | −3,954−21.5% | Reduced |
| Royal Bank of Canada | 15,061 | $346.0K | 0.00% | −6,681−30.7% | Reduced |
| Commonwealth Equity Services, LLC | 15,344 | $353.0K | 0.00% | −1,360−8.1% | Reduced |
| TrueMark Investments, LLC | 15,634 | $360.1K | 0.12% | −14−0.1% | Reduced |
| Nomura Holdings Inc | 15,740 | $362.5K | 0.00% | +15,740 | New |
| BNP Paribas Arbitrage, SA | 15,965 | $367.7K | 0.00% | −25,115−61.1% | Reduced |
| Jane Street Group, LLC | 16,476 | $379.4K | 0.00% | −49,292−74.9% | Reduced |