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, Q2 2025
Institutional positions in CVR Energy Inc as of Jun 30, 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
- 210
- +14 vs. Q1 2025
- Shares held
- 101.7M
- +3.10M (+3.2%) vs. Q1 2025
- Total value
- $2.73B
- +$817.6M (+42.8%) vs. Q1 2025
- New holders
- 49
- 57 more added
- Sold out
- 35
- 75 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −3,301−99.8% | Reduced |
| Hemington Wealth Management | 11 | $0 | 0.00% | −2−15.4% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $27 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $54 | 0.00% | −3−60.0% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $135 | 0.00% | −3−37.5% | Reduced |
| Assetmark, Inc | 6 | $161 | 0.00% | +6 | New |
| Smartleaf Asset Management LLC | 15 | $407 | 0.00% | +15 | New |
| CoreCap Advisors, LLC | 20 | $537 | 0.00% | −14−41.2% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $537 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $537 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 20 | $537 | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 25 | $672 | 0.00% | −7−21.9% | Reduced |
| Massmutual Trust Co FSB | 28 | $752 | 0.00% | −43−60.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $752 | 0.00% | +28 | New |
| Bare Financial Services, Inc | 29 | $779 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $806 | 0.00% | −1,000−97.1% | Reduced |
| Hantz Financial Services, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Huntington National Bank | 43 | $1.16K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46 | $1.24K | 0.00% | +46 | New |
| SRS Capital Advisors, Inc. | 47 | $1.26K | 0.00% | +47 | New |
| South State Corp. | 54 | $1.45K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 55 | $1.48K | 0.00% | +55 | New |
| Fifth Third Bancorp | 65 | $1.75K | 0.00% | +12+22.6% | Added |
| Sterling Capital Management LLC | 71 | $1.91K | 0.00% | −24−25.3% | Reduced |
| Allworth Financial LP | 74 | $1.99K | 0.00% | +7+10.4% | Added |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | +65 | New |
| IFP Advisors, Inc | 0 | $2.52K | 0.00% | −16−100.0% | Reduced |
| Total Investment Management Inc | 133 | $3.58K | 0.00% | +133 | New |
| Parallel Advisors, LLC | 139 | $3.73K | 0.00% | +139 | New |
| Private Wealth Management Group, LLC | 139 | $3.73K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 167 | $4.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 191 | $4.97K | 0.00% | +191 | New |
| Umb Bank N A | 188 | $5.05K | 0.00% | −47−20.0% | Reduced |
| Financial Network Wealth Advisors LLC | 192 | $5.16K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 221 | $5.93K | 0.00% | +221 | New |
| CNB Bank | 250 | $6.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 293 | $7.87K | 0.00% | +293 | New |
| Essential Partners LLC | 306 | $8.22K | 0.00% | +306 | New |
| Bessemer Group Inc | 348 | $9.00K | 0.00% | +94+37.0% | Added |
| TD Waterhouse Canada Inc. | 380 | $10.6K | 0.00% | −143−27.3% | Reduced |
| Clearstead Advisors, LLC | 404 | $10.8K | 0.00% | +404 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 422 | $11.0K | 0.00% | +422 | New |
| Pacifica Partners Inc. | 430 | $11.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 449 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 493 | $13.2K | 0.00% | −1,471−74.9% | Reduced |
| Versant Capital Management, Inc | 535 | $14.4K | 0.00% | −61−10.2% | Reduced |
| Nisa Investment Advisors, LLC | 538 | $14.4K | 0.00% | −30−5.3% | Reduced |
| SBI Securities Co., Ltd. | 616 | $16.5K | 0.00% | −20−3.1% | Reduced |
| Walleye Capital LLC | 627 | $16.8K | 0.00% | +240+62.0% | Added |
| EverSource Wealth Advisors, LLC | 651 | $17.5K | 0.00% | −62−8.7% | Reduced |
| The PNC Financial Services Group, Inc. | 803 | $21.6K | 0.00% | −1,657−67.4% | Reduced |
| Rogco, LP | 850 | $22.8K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 913 | $24.5K | 0.00% | +71+8.4% | Added |
| Matrix Trust Co | 970 | $26.0K | 0.00% | +970 | New |
| Skopos Labs, Inc. | 995 | $26.7K | 0.00% | +971+4,045.8% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $34.9K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,799 | $48.0K | 0.00% | +166+10.2% | Added |
| Public Employees Retirement System of Ohio | 1,920 | $51.6K | 0.00% | +120+6.7% | Added |
| Raymond James Financial Inc | 1,960 | $52.6K | 0.00% | +1,960 | New |
| Future Financial Wealth Managment LLC | 2,000 | $53.7K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,449 | $65.8K | 0.00% | +290+13.4% | Added |
| Rothschild Investment LLC | 3,130 | $84.0K | 0.01% | −2,005−39.0% | Reduced |
| Ameritas Investment Partners, Inc. | 3,347 | $89.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 3,633 | $97.5K | 0.00% | +1,178+48.0% | Added |
| Quantbot Technologies LP | 4,250 | $114.1K | 0.00% | +4,250 | New |
| Public Employees Retirement Association of Colorado | 5,056 | $136.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 5,287 | $142.0K | 0.01% | +4,532+600.3% | Added |
| Walleye Trading LLC | 5,618 | $150.8K | 0.00% | +5,618 | New |
| Virtus Investment Advisers, Inc. | 6,236 | $167.4K | 0.06% | −2,087−25.1% | Reduced |
| Tower Research Capital LLC (TRC) | 6,846 | $183.8K | 0.00% | +5,560+432.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 6,929 | $186.0K | 0.00% | +60+0.9% | Added |
| Pictet Asset Management Holding SA | 7,738 | $207.8K | 0.00% | +7,738 | New |
| Oregon Public Employees Retirement Fund | 7,822 | $210.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 7,833 | $210.3K | 0.03% | −4,166−34.7% | Reduced |
| Nebula Research & Development LLC | 7,897 | $212.0K | 0.02% | −23,603−74.9% | Reduced |
| Quantinno Capital Management LP | 8,049 | $216.1K | 0.00% | +8,049 | New |
| CWM, LLC | 8,248 | $221.0K | 0.00% | +5,572+208.2% | Added |
| Freestone Grove Partners LP | 8,509 | $228.5K | 0.00% | −4,678−35.5% | Reduced |
| State of Tennessee, Treasury Department | 8,565 | $230.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 8,659 | $232.5K | 0.00% | +8,659 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,776 | $235.6K | 0.00% | +8,776 | New |
| Aristeia Capital LLC | 9,054 | $243.1K | 0.01% | −3,651−28.7% | Reduced |
| Voya Investment Management LLC | 9,184 | $246.6K | 0.00% | +9,184 | New |
| Amalgamated Bank | 9,747 | $262.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 9,819 | $263.6K | 0.00% | +9,819 | New |
| Teachers Retirement System of the State of Kentucky | 9,935 | $267.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 9,974 | $267.8K | 0.01% | +9,974 | New |
| GF Fund Management Co. Ltd. | 9,990 | $268.2K | 0.01% | −166−1.6% | Reduced |
| Contravisory Investment Management, Inc. | 10,132 | $272.0K | 0.05% | +10,132 | New |
| Arizona State Retirement System | 10,268 | $275.7K | 0.00% | +175+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 9,243 | $276.0K | 0.00% | +9,243 | New |
| IHT Wealth Management, LLC | 10,482 | $281.5K | 0.01% | −16−0.2% | Reduced |
| Voleon Capital Management LP | 10,625 | $285.3K | 0.02% | +10,625 | New |
| Bank of Montreal | 11,147 | $299.3K | 0.00% | +941+9.2% | Added |
| Comerica Bank | 11,624 | $312.1K | 0.00% | +40.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,880 | $319.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 12,011 | $322.5K | 0.01% | +12,011 | New |
| IMC-Chicago, LLC | 12,012 | $322.5K | 0.01% | +12,012 | New |
| New York State Teachers Retirement System | 12,212 | $328.0K | 0.00% | −400−3.2% | Reduced |
| Simplex Trading, LLC | 12,714 | $341.0K | 0.01% | +12,714 | New |