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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 13,979 | $262.0K | 0.00% | +3,953+39.4% | Added |
| New York State Teachers Retirement System | 13,812 | $259.0K | 0.00% | +1,400+11.3% | Added |
| Janus Henderson Group PLC | 13,150 | $246.2K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 13,051 | $244.6K | 0.00% | +65+0.5% | Added |
| Susquehanna Advisors Group, Inc. | 12,900 | $241.7K | 0.01% | +12,900 | New |
| Numerai GP LLC | 12,178 | $228.2K | 0.06% | +12,178 | New |
| Advisor Group Holdings, Inc. | 11,943 | $224.0K | 0.00% | −1,571−11.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,880 | $222.6K | 0.00% | +6,176+108.3% | Added |
| Comerica Bank | 11,878 | $222.6K | 0.00% | +53+0.4% | Added |
| Maryland State Retirement & Pension System | 11,542 | $216.3K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 11,424 | $214.1K | 0.01% | +11,424 | New |
| LPL Financial LLC | 10,990 | $205.9K | 0.00% | −35,960−76.6% | Reduced |
| GF Fund Management Co. Ltd. | 10,558 | $197.9K | 0.00% | +10,558 | New |
| GTS Securities LLC | 10,530 | $197.3K | 0.01% | +10,530 | New |
| ProShare Advisors LLC | 10,296 | $192.9K | 0.00% | +10,296 | New |
| Arizona State Retirement System | 10,212 | $191.4K | 0.00% | +80+0.8% | Added |
| IHT Wealth Management, LLC | 10,176 | $190.7K | 0.01% | +1,275+14.3% | Added |
| Baird Financial Group, Inc. | 10,147 | $190.2K | 0.00% | −9,216−47.6% | Reduced |
| Voya Investment Management LLC | 10,011 | $187.6K | 0.00% | −1,009−9.2% | Reduced |
| 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 |
| Simplex Trading, LLC | 9,577 | $179.0K | 0.01% | +9,577 | New |
| Royal Bank of Canada | 8,912 | $166.0K | 0.00% | −6,149−40.8% | Reduced |
| State of Tennessee, Treasury Department | 8,565 | $160.5K | 0.00% | −12,734−59.8% | Reduced |
| Oregon Public Employees Retirement Fund | 8,022 | $150.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7,911 | $148.0K | 0.09% | +535+7.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,869 | $128.7K | 0.00% | +6,869 | New |
| Rothschild Investment LLC | 5,075 | $95.1K | 0.01% | −25−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 5,056 | $95.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,347 | $62.7K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,054 | $57.2K | 0.00% | −45,846−93.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,472 | $46.3K | 0.00% | −3,149−56.0% | Reduced |
| FMR LLC | 2,429 | $45.5K | 0.00% | −1,602−39.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,052 | $38.5K | 0.00% | +731+55.3% | Added |
| TD Waterhouse Canada Inc. | 2,023 | $37.9K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2,000 | $37.5K | 0.03% | 00.0% | Unchanged |
| R Squared Ltd | 1,900 | $35.6K | 0.03% | +1,900 | New |
| Bryn Mawr Trust Co | 1,884 | $35.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,684 | $31.6K | 0.00% | +417+32.9% | Added |
| Quest Partners LLC | 1,638 | $30.7K | 0.00% | −37,912−95.9% | Reduced |
| Larson Financial Group LLC | 1,617 | $30.3K | 0.00% | −1,502−48.2% | Reduced |
| Public Employees Retirement System of Ohio | 1,424 | $26.7K | 0.00% | +269+23.3% | Added |
| Allworth Financial LP | 1,013 | $20.7K | 0.00% | +845+503.0% | Added |
| GAMMA Investing LLC | 1,045 | $19.6K | 0.00% | +688+192.7% | Added |
| Federation des caisses Desjardins du Quebec | 1,030 | $19.3K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 987 | $18.0K | 0.00% | +114+13.1% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 871 | $16.3K | 0.00% | +220+33.8% | Added |
| Rogco, LP | 850 | $15.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 702 | $13.2K | 0.00% | +385+121.5% | Added |
| CWM, LLC | 662 | $12.0K | 0.00% | −1,128−63.0% | Reduced |
| SBI Securities Co., Ltd. | 628 | $11.8K | 0.00% | +628 | New |
| Lindbrook Capital, LLC | 618 | $11.6K | 0.00% | +528+586.7% | Added |
| Nomura Asset Management Co Ltd | 580 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 451 | $9.00K | 0.00% | +24+5.6% | Added |
| Harbour Investments, Inc. | 449 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 431 | $8.08K | 0.00% | −75−14.8% | Reduced |
| Pacifica Partners Inc. | 430 | $8.07K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 400 | $7.50K | 0.00% | −3,215−88.9% | Reduced |
| ORG Partners LLC | 371 | $6.95K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 317 | $5.88K | 0.00% | −59−15.7% | Reduced |
| Cranbrook Wealth Management, LLC | 274 | $5.13K | 0.00% | +274 | New |
| Venturi Wealth Management, LLC | 251 | $4.70K | 0.00% | +251 | New |
| BOK Financial Private Wealth, Inc. | 238 | $4.47K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 236 | $4.42K | 0.00% | +70+42.2% | Added |
| Versant Capital Management, Inc | 200 | $3.75K | 0.00% | +200 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $3.75K | 0.00% | +200 | New |
| Caitong International Asset Management Co., Ltd | 172 | $3.22K | 0.00% | +172 | New |
| Wood Tarver Financial Group, LLC | 167 | $3.00K | 0.00% | +167 | New |
| Sterling Capital Management LLC | 153 | $2.87K | 0.00% | +111+264.3% | Added |
| Signaturefd, LLC | 149 | $2.79K | 0.00% | +149 | New |
| Private Wealth Management Group, LLC | 139 | $2.60K | 0.00% | +90+183.7% | Added |
| Umb Bank N A | 73 | $1.37K | 0.00% | −32−30.5% | Reduced |
| Quadrant Capital Group LLC | 67 | $1.26K | 0.00% | −196−74.5% | Reduced |
| Principal Securities, Inc. | 52 | $974 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 45 | $843 | 0.00% | +45 | New |
| Financial Network Wealth Advisors LLC | 44 | $825 | 0.00% | −302−87.3% | Reduced |
| Huntington National Bank | 43 | $805 | 0.00% | +27+168.8% | Added |
| Mainstream Capital Management LLC | 34 | $637 | 0.00% | +34 | New |
| Massmutual Trust Co FSB | 30 | $562 | 0.00% | −35−53.8% | Reduced |
| Assetmark, Inc | 24 | $450 | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 22 | $445 | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 20 | $375 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $375 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $319 | 0.00% | +17 | New |
| IFP Advisors, Inc | 16 | $299 | 0.00% | +10+166.7% | Added |
| JFS Wealth Advisors, LLC | 8 | $150 | 0.00% | −23−74.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $94 | 0.00% | −2−28.6% | Reduced |
| Global Financial Private Client, LLC | 4 | $75 | 0.00% | +4 | New |
| Skopos Labs, Inc. | 1 | $19 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $19 | 0.00% | +1 | New |
| Hemington Wealth Management | 13 | $0 | 0.00% | +4+44.4% | Added |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | +19 | New |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −6,306,772−100.0% | Sold out |
| Towle & Co | 0 | $0 | 0.00% | −726,068−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −601,100−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −159,162−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −134,839−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −74,782−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −56,537−100.0% | Sold out |