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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 17,577 | $341.0K | 0.00% | −241−1.4% | Reduced |
| Norges Bank | 17,030 | $330.4K | 0.00% | −106,264−86.2% | Reduced |
| Natixis Advisors, L.P. | 16,535 | $321.0K | 0.00% | +16,535 | New |
| Louisiana State Employees Retirement System | 16,100 | $312.3K | 0.01% | −400−2.4% | Reduced |
| GWM Advisors LLC | 15,782 | $306.2K | 0.00% | −1,965−11.1% | Reduced |
| Jones Financial Companies LLLP | 15,122 | $299.7K | 0.00% | −25−0.2% | Reduced |
| Oxford Asset Management LLP | 15,315 | $297.1K | 0.14% | +15,315 | New |
| New York State Common Retirement Fund | 14,950 | $290.0K | 0.00% | −3,400−18.5% | Reduced |
| Royal Bank of Canada | 14,904 | $289.0K | 0.00% | +5,992+67.2% | Added |
| US Bancorp | 14,762 | $286.4K | 0.00% | −86−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 14,593 | $283.0K | 0.00% | +67+0.5% | Added |
| SG Americas Securities, LLC | 14,358 | $279.0K | 0.00% | −9,961−41.0% | Reduced |
| Advisor Group Holdings, Inc. | 14,025 | $272.3K | 0.00% | +2,082+17.4% | Added |
| Janus Henderson Group PLC | 13,150 | $260.6K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 13,187 | $255.8K | 0.00% | +13,187 | New |
| TownSquare Capital, LLC | 12,815 | $248.6K | 0.00% | +12,815 | New |
| Yousif Capital Management, LLC | 12,742 | $247.2K | 0.00% | −309−2.4% | Reduced |
| Aristeia Capital LLC | 12,705 | $246.5K | 0.01% | +12,705 | New |
| New York State Teachers Retirement System | 12,612 | $245.0K | 0.00% | −1,200−8.7% | Reduced |
| State of Wyoming | 11,999 | $232.8K | 0.03% | +11,999 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,880 | $230.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 11,620 | $225.4K | 0.00% | −258−2.2% | Reduced |
| IHT Wealth Management, LLC | 10,498 | $203.7K | 0.01% | +322+3.2% | Added |
| Bank of Montreal | 10,206 | $198.0K | 0.00% | +10,206 | New |
| GF Fund Management Co. Ltd. | 10,156 | $197.0K | 0.00% | −402−3.8% | Reduced |
| Arizona State Retirement System | 10,093 | $195.8K | 0.00% | −119−1.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 9,935 | $193.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 9,747 | $189.0K | 0.00% | −166−1.7% | Reduced |
| State of Tennessee, Treasury Department | 8,565 | $166.2K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 8,323 | $161.5K | 0.04% | +8,323 | New |
| Oregon Public Employees Retirement Fund | 7,822 | $151.7K | 0.00% | −200−2.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 6,869 | $133.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 6,659 | $129.2K | 0.00% | +6,592+9,838.8% | Added |
| Rothschild Investment LLC | 5,135 | $99.6K | 0.01% | +60+1.2% | Added |
| Public Employees Retirement Association of Colorado | 5,056 | $98.0K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,564 | $69.1K | 0.00% | +1,135+46.7% | Added |
| Ameritas Investment Partners, Inc. | 3,347 | $64.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 3,307 | $64.0K | 0.04% | −4,604−58.2% | Reduced |
| CWM, LLC | 2,676 | $52.0K | 0.00% | +2,014+304.2% | Added |
| The PNC Financial Services Group, Inc. | 2,460 | $47.7K | 0.00% | +408+19.9% | Added |
| BNP Paribas Arbitrage, SA | 2,455 | $47.6K | 0.00% | −120,803−98.0% | Reduced |
| GAMMA Investing LLC | 2,159 | $41.9K | 0.00% | +1,114+106.6% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $38.8K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,964 | $37.7K | 0.00% | +280+16.6% | Added |
| Caitong International Asset Management Co., Ltd | 1,944 | $37.7K | 0.03% | +1,772+1,030.2% | Added |
| Public Employees Retirement System of Ohio | 1,800 | $34.9K | 0.00% | +376+26.4% | Added |
| Harbor Capital Advisors, Inc. | 1,633 | $32.0K | 0.00% | +646+65.5% | Added |
| Tower Research Capital LLC (TRC) | 1,286 | $25.3K | 0.00% | −1,186−48.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $25.2K | 0.00% | +720+124.1% | Added |
| Federation des caisses Desjardins du Quebec | 1,030 | $20.0K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 850 | $16.5K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 842 | $16.3K | 0.00% | −775−47.9% | Reduced |
| Quest Partners LLC | 755 | $14.6K | 0.00% | −883−53.9% | Reduced |
| EverSource Wealth Advisors, LLC | 713 | $13.8K | 0.00% | +11+1.6% | Added |
| Lindbrook Capital, LLC | 661 | $12.8K | 0.00% | +43+7.0% | Added |
| SBI Securities Co., Ltd. | 636 | $12.3K | 0.00% | +8+1.3% | Added |
| Aster Capital Management (DIFC) Ltd | 669 | $12.3K | 0.00% | +669 | New |
| Versant Capital Management, Inc | 596 | $11.6K | 0.00% | +396+198.0% | Added |
| Nisa Investment Advisors, LLC | 568 | $11.0K | 0.00% | +168+42.0% | Added |
| TD Waterhouse Canada Inc. | 523 | $10.0K | 0.00% | −1,500−74.1% | Reduced |
| Harbour Investments, Inc. | 449 | $8.71K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 408 | $7.92K | 0.00% | −23−5.3% | Reduced |
| Pacifica Partners Inc. | 430 | $7.68K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 387 | $7.51K | 0.00% | +387 | New |
| Cranbrook Wealth Management, LLC | 274 | $5.32K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 254 | $5.00K | 0.00% | −197−43.7% | Reduced |
| CNB Bank | 250 | $4.85K | 0.00% | +250 | New |
| Umb Bank N A | 235 | $4.56K | 0.00% | +162+221.9% | Added |
| Financial Network Wealth Advisors LLC | 192 | $3.73K | 0.00% | +148+336.4% | Added |
| Wood Tarver Financial Group, LLC | 167 | $3.24K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $2.70K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 100 | $1.94K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 95 | $1.84K | 0.00% | −58−37.9% | Reduced |
| Signaturefd, LLC | 78 | $1.51K | 0.00% | −71−47.7% | Reduced |
| Coldstream Capital Management Inc | 72 | $1.40K | 0.00% | +72 | New |
| Massmutual Trust Co FSB | 71 | $1.38K | 0.00% | +41+136.7% | Added |
| Allworth Financial LP | 67 | $1.23K | 0.00% | −946−93.4% | Reduced |
| South State Corp. | 54 | $1.05K | 0.00% | +54 | New |
| Fifth Third Bancorp | 53 | $1.03K | 0.00% | −183−77.5% | Reduced |
| NBC Securities, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Principal Securities, Inc. | 52 | $974 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $834 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 37 | $718 | 0.00% | +37 | New |
| CoreCap Advisors, LLC | 34 | $660 | 0.00% | +14+70.0% | Added |
| Parkside Financial Bank & Trust | 32 | $621 | 0.00% | +32 | New |
| Bare Financial Services, Inc | 29 | $563 | 0.00% | +29 | New |
| Skopos Labs, Inc. | 24 | $466 | 0.00% | +23+2,300.0% | Added |
| 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 |
| Fortitude Family Office, LLC | 17 | $330 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 16 | $310 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $156 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $97 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $78 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −329,923−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −293,129−100.0% | Sold out |
| Adams Asset Advisors, LLC | 0 | $0 | 0.00% | −103,540−100.0% | Sold out |