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, Q4 2024
Institutional positions in CVR Energy Inc as of Dec 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
- 192
- −12 vs. Q3 2024
- Shares held
- 98.2M
- −5.05M (−4.9%) vs. Q3 2024
- Total value
- $1.84B
- −$538.0M (−22.6%) vs. Q3 2024
- New holders
- 38
- 76 more added
- Sold out
- 50
- 51 more reduced
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 13 | $0 | 0.00% | +4+44.4% | Added |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | +19 | New |
| Skopos Labs, Inc. | 1 | $19 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $19 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 4 | $75 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $94 | 0.00% | −2−28.6% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $150 | 0.00% | −23−74.2% | Reduced |
| IFP Advisors, Inc | 16 | $299 | 0.00% | +10+166.7% | Added |
| Fortitude Family Office, LLC | 17 | $319 | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 20 | $375 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $375 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $445 | 0.00% | +22 | New |
| Assetmark, Inc | 24 | $450 | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 30 | $562 | 0.00% | −35−53.8% | Reduced |
| Mainstream Capital Management LLC | 34 | $637 | 0.00% | +34 | New |
| Huntington National Bank | 43 | $805 | 0.00% | +27+168.8% | Added |
| Financial Network Wealth Advisors LLC | 44 | $825 | 0.00% | −302−87.3% | Reduced |
| Parallel Advisors, LLC | 45 | $843 | 0.00% | +45 | New |
| Principal Securities, Inc. | 52 | $974 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 67 | $1.26K | 0.00% | −196−74.5% | Reduced |
| Umb Bank N A | 73 | $1.37K | 0.00% | −32−30.5% | Reduced |
| Private Wealth Management Group, LLC | 139 | $2.60K | 0.00% | +90+183.7% | Added |
| Signaturefd, LLC | 149 | $2.79K | 0.00% | +149 | New |
| Sterling Capital Management LLC | 153 | $2.87K | 0.00% | +111+264.3% | Added |
| Wood Tarver Financial Group, LLC | 167 | $3.00K | 0.00% | +167 | New |
| Caitong International Asset Management Co., Ltd | 172 | $3.22K | 0.00% | +172 | New |
| Versant Capital Management, Inc | 200 | $3.75K | 0.00% | +200 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $3.75K | 0.00% | +200 | New |
| Fifth Third Bancorp | 236 | $4.42K | 0.00% | +70+42.2% | Added |
| BOK Financial Private Wealth, Inc. | 238 | $4.47K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 251 | $4.70K | 0.00% | +251 | New |
| Cranbrook Wealth Management, LLC | 274 | $5.13K | 0.00% | +274 | New |
| Smartleaf Asset Management LLC | 317 | $5.88K | 0.00% | −59−15.7% | Reduced |
| ORG Partners LLC | 371 | $6.95K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 400 | $7.50K | 0.00% | −3,215−88.9% | Reduced |
| Pacifica Partners Inc. | 430 | $8.07K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 431 | $8.08K | 0.00% | −75−14.8% | Reduced |
| Harbour Investments, Inc. | 449 | $8.41K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 451 | $9.00K | 0.00% | +24+5.6% | Added |
| Nomura Asset Management Co Ltd | 580 | $10.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 618 | $11.6K | 0.00% | +528+586.7% | Added |
| SBI Securities Co., Ltd. | 628 | $11.8K | 0.00% | +628 | New |
| CWM, LLC | 662 | $12.0K | 0.00% | −1,128−63.0% | Reduced |
| EverSource Wealth Advisors, LLC | 702 | $13.2K | 0.00% | +385+121.5% | Added |
| Rogco, LP | 850 | $15.9K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 871 | $16.3K | 0.00% | +220+33.8% | Added |
| Harbor Capital Advisors, Inc. | 987 | $18.0K | 0.00% | +114+13.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,030 | $19.3K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,045 | $19.6K | 0.00% | +688+192.7% | Added |
| Allworth Financial LP | 1,013 | $20.7K | 0.00% | +845+503.0% | Added |
| Public Employees Retirement System of Ohio | 1,424 | $26.7K | 0.00% | +269+23.3% | Added |
| Larson Financial Group LLC | 1,617 | $30.3K | 0.00% | −1,502−48.2% | Reduced |
| Quest Partners LLC | 1,638 | $30.7K | 0.00% | −37,912−95.9% | Reduced |
| Farther Finance Advisors, LLC | 1,684 | $31.6K | 0.00% | +417+32.9% | Added |
| Bryn Mawr Trust Co | 1,884 | $35.3K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 1,900 | $35.6K | 0.03% | +1,900 | New |
| Future Financial Wealth Managment LLC | 2,000 | $37.5K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2,023 | $37.9K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,052 | $38.5K | 0.00% | +731+55.3% | Added |
| FMR LLC | 2,429 | $45.5K | 0.00% | −1,602−39.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,472 | $46.3K | 0.00% | −3,149−56.0% | Reduced |
| Aquatic Capital Management LLC | 3,054 | $57.2K | 0.00% | −45,846−93.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,347 | $62.7K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 5,056 | $95.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,075 | $95.1K | 0.01% | −25−0.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,869 | $128.7K | 0.00% | +6,869 | New |
| Covestor Ltd | 7,911 | $148.0K | 0.09% | +535+7.3% | Added |
| Oregon Public Employees Retirement Fund | 8,022 | $150.3K | 0.00% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 8,565 | $160.5K | 0.00% | −12,734−59.8% | Reduced |
| Royal Bank of Canada | 8,912 | $166.0K | 0.00% | −6,149−40.8% | Reduced |
| Simplex Trading, LLC | 9,577 | $179.0K | 0.01% | +9,577 | New |
| Teachers Retirement System of the State of Kentucky | 9,935 | $186.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,913 | $186.0K | 0.00% | +197+2.0% | Added |
| Voya Investment Management LLC | 10,011 | $187.6K | 0.00% | −1,009−9.2% | Reduced |
| Baird Financial Group, Inc. | 10,147 | $190.2K | 0.00% | −9,216−47.6% | Reduced |
| IHT Wealth Management, LLC | 10,176 | $190.7K | 0.01% | +1,275+14.3% | Added |
| Arizona State Retirement System | 10,212 | $191.4K | 0.00% | +80+0.8% | Added |
| ProShare Advisors LLC | 10,296 | $192.9K | 0.00% | +10,296 | New |
| GTS Securities LLC | 10,530 | $197.3K | 0.01% | +10,530 | New |
| GF Fund Management Co. Ltd. | 10,558 | $197.9K | 0.00% | +10,558 | New |
| LPL Financial LLC | 10,990 | $205.9K | 0.00% | −35,960−76.6% | Reduced |
| Group One Trading, L.P. | 11,424 | $214.1K | 0.01% | +11,424 | New |
| Maryland State Retirement & Pension System | 11,542 | $216.3K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,878 | $222.6K | 0.00% | +53+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,880 | $222.6K | 0.00% | +6,176+108.3% | Added |
| Advisor Group Holdings, Inc. | 11,943 | $224.0K | 0.00% | −1,571−11.6% | Reduced |
| Numerai GP LLC | 12,178 | $228.2K | 0.06% | +12,178 | New |
| Susquehanna Advisors Group, Inc. | 12,900 | $241.7K | 0.01% | +12,900 | New |
| Yousif Capital Management, LLC | 13,051 | $244.6K | 0.00% | +65+0.5% | Added |
| Janus Henderson Group PLC | 13,150 | $246.2K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 13,812 | $259.0K | 0.00% | +1,400+11.3% | Added |
| Intech Investment Management LLC | 13,979 | $262.0K | 0.00% | +3,953+39.4% | Added |
| Voleon Capital Management LP | 14,023 | $262.8K | 0.02% | +14,023 | New |
| Commonwealth Equity Services, LLC | 14,526 | $272.0K | 0.00% | −818−5.3% | Reduced |
| US Bancorp | 14,848 | $278.3K | 0.00% | +396+2.7% | Added |
| Jones Financial Companies LLLP | 15,147 | $283.8K | 0.00% | +4,547+42.9% | Added |
| SEI Investments Co | 15,822 | $296.5K | 0.00% | +5,900+59.5% | Added |
| HighTower Advisors, LLC | 16,218 | $303.9K | 0.00% | −1,026−5.9% | Reduced |
| Louisiana State Employees Retirement System | 16,500 | $309.2K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 17,747 | $332.6K | 0.00% | +13,217+291.8% | Added |