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 2025
Institutional positions in CVR Energy Inc as of Mar 31, 2025. 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
- 197
- +6 vs. Q4 2024
- Shares held
- 98.5M
- +410.5K (+0.4%) vs. Q4 2024
- Total value
- $1.91B
- +$72.8M (+4.0%) vs. Q4 2024
- New holders
- 41
- 55 more added
- Sold out
- 35
- 71 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $78 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $97 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $156 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $310 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $330 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $388 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $388 | 0.00% | +20 | New |
| Stephens Consulting, LLC | 20 | $388 | 0.00% | +20 | New |
| Skopos Labs, Inc. | 24 | $466 | 0.00% | +23+2,300.0% | Added |
| Bare Financial Services, Inc | 29 | $563 | 0.00% | +29 | New |
| Parkside Financial Bank & Trust | 32 | $621 | 0.00% | +32 | New |
| CoreCap Advisors, LLC | 34 | $660 | 0.00% | +14+70.0% | Added |
| Boston Private Wealth LLC | 37 | $718 | 0.00% | +37 | New |
| Huntington National Bank | 43 | $834 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 52 | $974 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Fifth Third Bancorp | 53 | $1.03K | 0.00% | −183−77.5% | Reduced |
| South State Corp. | 54 | $1.05K | 0.00% | +54 | New |
| Allworth Financial LP | 67 | $1.23K | 0.00% | −946−93.4% | Reduced |
| Massmutual Trust Co FSB | 71 | $1.38K | 0.00% | +41+136.7% | Added |
| Coldstream Capital Management Inc | 72 | $1.40K | 0.00% | +72 | New |
| Signaturefd, LLC | 78 | $1.51K | 0.00% | −71−47.7% | Reduced |
| Sterling Capital Management LLC | 95 | $1.84K | 0.00% | −58−37.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $1.94K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 139 | $2.70K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 167 | $3.24K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 192 | $3.73K | 0.00% | +148+336.4% | Added |
| Umb Bank N A | 235 | $4.56K | 0.00% | +162+221.9% | Added |
| CNB Bank | 250 | $4.85K | 0.00% | +250 | New |
| Bessemer Group Inc | 254 | $5.00K | 0.00% | −197−43.7% | Reduced |
| Cranbrook Wealth Management, LLC | 274 | $5.32K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 387 | $7.51K | 0.00% | +387 | New |
| Pacifica Partners Inc. | 430 | $7.68K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 408 | $7.92K | 0.00% | −23−5.3% | Reduced |
| Harbour Investments, Inc. | 449 | $8.71K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 523 | $10.0K | 0.00% | −1,500−74.1% | Reduced |
| Nisa Investment Advisors, LLC | 568 | $11.0K | 0.00% | +168+42.0% | Added |
| Versant Capital Management, Inc | 596 | $11.6K | 0.00% | +396+198.0% | Added |
| Aster Capital Management (DIFC) Ltd | 669 | $12.3K | 0.00% | +669 | New |
| SBI Securities Co., Ltd. | 636 | $12.3K | 0.00% | +8+1.3% | Added |
| Lindbrook Capital, LLC | 661 | $12.8K | 0.00% | +43+7.0% | Added |
| EverSource Wealth Advisors, LLC | 713 | $13.8K | 0.00% | +11+1.6% | Added |
| Quest Partners LLC | 755 | $14.6K | 0.00% | −883−53.9% | Reduced |
| Larson Financial Group LLC | 842 | $16.3K | 0.00% | −775−47.9% | Reduced |
| Rogco, LP | 850 | $16.5K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,030 | $20.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 1,300 | $25.2K | 0.00% | +720+124.1% | Added |
| Tower Research Capital LLC (TRC) | 1,286 | $25.3K | 0.00% | −1,186−48.0% | Reduced |
| Harbor Capital Advisors, Inc. | 1,633 | $32.0K | 0.00% | +646+65.5% | Added |
| Public Employees Retirement System of Ohio | 1,800 | $34.9K | 0.00% | +376+26.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,944 | $37.7K | 0.03% | +1,772+1,030.2% | Added |
| Farther Finance Advisors, LLC | 1,964 | $37.7K | 0.00% | +280+16.6% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $38.8K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,159 | $41.9K | 0.00% | +1,114+106.6% | Added |
| BNP Paribas Arbitrage, SA | 2,455 | $47.6K | 0.00% | −120,803−98.0% | Reduced |
| The PNC Financial Services Group, Inc. | 2,460 | $47.7K | 0.00% | +408+19.9% | Added |
| CWM, LLC | 2,676 | $52.0K | 0.00% | +2,014+304.2% | Added |
| Covestor Ltd | 3,307 | $64.0K | 0.04% | −4,604−58.2% | Reduced |
| Ameritas Investment Partners, Inc. | 3,347 | $64.9K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,564 | $69.1K | 0.00% | +1,135+46.7% | Added |
| Public Employees Retirement Association of Colorado | 5,056 | $98.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5,135 | $99.6K | 0.01% | +60+1.2% | Added |
| Quadrant Capital Group LLC | 6,659 | $129.2K | 0.00% | +6,592+9,838.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,869 | $133.3K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 7,822 | $151.7K | 0.00% | −200−2.5% | Reduced |
| Virtus Investment Advisers, Inc. | 8,323 | $161.5K | 0.04% | +8,323 | New |
| State of Tennessee, Treasury Department | 8,565 | $166.2K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,747 | $189.0K | 0.00% | −166−1.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,935 | $193.0K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 10,093 | $195.8K | 0.00% | −119−1.2% | Reduced |
| GF Fund Management Co. Ltd. | 10,156 | $197.0K | 0.00% | −402−3.8% | Reduced |
| Bank of Montreal | 10,206 | $198.0K | 0.00% | +10,206 | New |
| IHT Wealth Management, LLC | 10,498 | $203.7K | 0.01% | +322+3.2% | Added |
| Comerica Bank | 11,620 | $225.4K | 0.00% | −258−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,880 | $230.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 11,999 | $232.8K | 0.03% | +11,999 | New |
| New York State Teachers Retirement System | 12,612 | $245.0K | 0.00% | −1,200−8.7% | Reduced |
| Aristeia Capital LLC | 12,705 | $246.5K | 0.01% | +12,705 | New |
| Yousif Capital Management, LLC | 12,742 | $247.2K | 0.00% | −309−2.4% | Reduced |
| TownSquare Capital, LLC | 12,815 | $248.6K | 0.00% | +12,815 | New |
| Freestone Grove Partners LP | 13,187 | $255.8K | 0.00% | +13,187 | New |
| Janus Henderson Group PLC | 13,150 | $260.6K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 14,025 | $272.3K | 0.00% | +2,082+17.4% | Added |
| SG Americas Securities, LLC | 14,358 | $279.0K | 0.00% | −9,961−41.0% | Reduced |
| Commonwealth Equity Services, LLC | 14,593 | $283.0K | 0.00% | +67+0.5% | Added |
| US Bancorp | 14,762 | $286.4K | 0.00% | −86−0.6% | Reduced |
| Royal Bank of Canada | 14,904 | $289.0K | 0.00% | +5,992+67.2% | Added |
| New York State Common Retirement Fund | 14,950 | $290.0K | 0.00% | −3,400−18.5% | Reduced |
| Oxford Asset Management LLP | 15,315 | $297.1K | 0.14% | +15,315 | New |
| Jones Financial Companies LLLP | 15,122 | $299.7K | 0.00% | −25−0.2% | Reduced |
| GWM Advisors LLC | 15,782 | $306.2K | 0.00% | −1,965−11.1% | Reduced |
| Louisiana State Employees Retirement System | 16,100 | $312.3K | 0.01% | −400−2.4% | Reduced |
| Natixis Advisors, L.P. | 16,535 | $321.0K | 0.00% | +16,535 | New |
| Norges Bank | 17,030 | $330.4K | 0.00% | −106,264−86.2% | Reduced |
| Illinois Municipal Retirement Fund | 17,577 | $341.0K | 0.00% | −241−1.4% | Reduced |
| Brevan Howard Capital Management LP | 17,632 | $342.1K | 0.01% | +17,632 | New |
| Intech Investment Management LLC | 17,830 | $345.9K | 0.00% | +3,851+27.5% | Added |
| Corebridge Financial, Inc. | 17,841 | $346.1K | 0.00% | −350−1.9% | Reduced |