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, Q3 2025
Institutional positions in CVR Energy Inc as of Sep 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
- 226
- +18 vs. Q2 2025
- Shares held
- 102.3M
- +799.8K (+0.8%) vs. Q2 2025
- Total value
- $3.73B
- +$1.01B (+36.9%) vs. Q2 2025
- New holders
- 43
- 64 more added
- Sold out
- 25
- 81 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $109 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 5 | $183 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $219 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8 | $292 | 0.00% | +8 | New |
| Smartleaf Asset Management LLC | 15 | $552 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 18 | $657 | 0.00% | +18 | New |
| C M Bidwell & Associates Ltd | 20 | $730 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $730 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $730 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $913 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $1.06K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $1.06K | 0.00% | +1+3.6% | Added |
| Federation des caisses Desjardins du Quebec | 30 | $1.09K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $1.57K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 44 | $1.61K | 0.00% | −10−18.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 46 | $1.68K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $1.72K | 0.00% | +47 | Added |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $2.37K | 0.00% | −3,065−97.9% | Reduced |
| Sterling Capital Management LLC | 75 | $2.74K | 0.00% | +4+5.6% | Added |
| Allworth Financial LP | 79 | $2.88K | 0.00% | +5+6.8% | Added |
| Fifth Third Bancorp | 95 | $3.47K | 0.00% | +30+46.2% | Added |
| Hantz Financial Services, Inc. | 135 | $5.00K | 0.00% | +112+487.0% | Added |
| Private Wealth Management Group, LLC | 139 | $5.07K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 139 | $5.07K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 177 | $6.46K | 0.00% | +177 | New |
| Optiver Holding B.V. | 180 | $6.57K | 0.00% | +180 | New |
| Financial Network Wealth Advisors LLC | 192 | $7.00K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 205 | $7.57K | 0.00% | +205 | New |
| Sound Income Strategies, LLC | 221 | $7.94K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 223 | $8.13K | 0.00% | +223 | New |
| CNB Bank | 250 | $9.12K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 253 | $9.23K | 0.00% | +65+34.6% | Added |
| True Wealth Design, LLC | 293 | $10.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 325 | $12.0K | 0.00% | −23−6.6% | Reduced |
| Essential Partners LLC | 331 | $12.1K | 0.00% | +25+8.2% | Added |
| Cullen/Frost Bankers, Inc. | 339 | $12.4K | 0.00% | +339 | New |
| TD Waterhouse Canada Inc. | 380 | $13.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 409 | $14.9K | 0.00% | +5+1.2% | Added |
| Pacifica Partners Inc. | 430 | $15.7K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 449 | $16.4K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 458 | $16.7K | 0.00% | −77−14.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 472 | $17.0K | 0.00% | +50+11.8% | Added |
| SBI Securities Co., Ltd. | 546 | $19.9K | 0.00% | −70−11.4% | Reduced |
| EverSource Wealth Advisors, LLC | 598 | $21.8K | 0.00% | −53−8.1% | Reduced |
| Farther Finance Advisors, LLC | 638 | $23.3K | 0.00% | +145+29.4% | Added |
| Nisa Investment Advisors, LLC | 685 | $25.0K | 0.00% | +147+27.3% | Added |
| Quest Partners LLC | 690 | $25.2K | 0.00% | −4,597−86.9% | Reduced |
| Clear Street Markets LLC | 812 | $29.6K | 0.01% | +812 | New |
| The PNC Financial Services Group, Inc. | 817 | $29.8K | 0.00% | +14+1.7% | Added |
| Rogco, LP | 850 | $31.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 878 | $32.0K | 0.00% | −35−3.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,026 | $37.0K | 0.00% | −773−43.0% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $47.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,374 | $50.1K | 0.01% | +1,374 | New |
| Public Employees Retirement System of Ohio | 1,966 | $71.7K | 0.00% | +46+2.4% | Added |
| Future Financial Wealth Managment LLC | 2,000 | $73.0K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,546 | $92.9K | 0.01% | +97+4.0% | Added |
| Ameritas Investment Partners, Inc. | 2,585 | $94.3K | 0.00% | −762−22.8% | Reduced |
| US Bancorp | 3,115 | $113.6K | 0.00% | −10,270−76.7% | Reduced |
| Daiwa Securities Group Inc. | 4,869 | $178.0K | 0.00% | +4,869 | New |
| Virtus Investment Advisers, Inc. | 4,881 | $178.1K | 0.05% | −1,355−21.7% | Reduced |
| Public Employees Retirement Association of Colorado | 5,056 | $184.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,300 | $193.3K | 0.01% | −1,546−22.6% | Reduced |
| Voya Investment Management LLC | 5,690 | $207.6K | 0.00% | −3,494−38.0% | Reduced |
| ProShare Advisors LLC | 5,816 | $212.2K | 0.00% | +5,816 | New |
| Wolverine Trading, LLC | 5,861 | $215.8K | 0.00% | +5,861 | New |
| Cetera Investment Advisers | 5,934 | $216.5K | 0.00% | −15,549−72.4% | Reduced |
| Bayesian Capital Management, LP | 5,969 | $217.7K | 0.04% | +5,969 | New |
| Aristeia Capital LLC | 5,988 | $218.4K | 0.01% | −3,066−33.9% | Reduced |
| Significant Wealth Partners LLC | 6,114 | $223.0K | 0.11% | +6,114 | New |
| Kingsview Wealth Management, LLC | 6,207 | $226.4K | 0.00% | +6,207 | New |
| O'Shaughnessy Asset Management, LLC | 6,217 | $226.8K | 0.00% | +6,217 | New |
| Vident Advisory, LLC | 6,566 | $239.5K | 0.00% | +6,566 | New |
| Entropy Technologies, LP | 6,569 | $239.6K | 0.02% | +6,569 | New |
| State of Wyoming | 6,634 | $242.0K | 0.03% | −1,199−15.3% | Reduced |
| Quadrant Capital Group LLC | 6,693 | $244.2K | 0.01% | +6,693 | New |
| Creative Planning | 6,717 | $245.0K | 0.00% | +6,717 | New |
| Oregon Public Employees Retirement Fund | 6,822 | $248.9K | 0.00% | −1,000−12.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,681 | $280.2K | 0.00% | −1,095−12.5% | Reduced |
| Jefferies Financial Group Inc. | 7,730 | $282.0K | 0.00% | −4,281−35.6% | Reduced |
| Bank of Montreal | 7,845 | $286.2K | 0.00% | −3,302−29.6% | Reduced |
| Balyasny Asset Management LLC | 7,935 | $289.5K | 0.00% | +7,935 | New |
| Comerica Bank | 8,210 | $299.5K | 0.00% | −3,414−29.4% | Reduced |
| PharVision Advisers, LLC | 8,290 | $302.4K | 0.17% | +8,290 | New |
| CWM, LLC | 8,456 | $308.0K | 0.00% | +208+2.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,557 | $312.2K | 0.00% | +1,628+23.5% | Added |
| State of Tennessee, Treasury Department | 8,565 | $312.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,884 | $324.0K | 0.00% | −863−8.9% | Reduced |
| KLP Kapitalforvaltning AS | 9,100 | $332.0K | 0.00% | −13,800−60.3% | Reduced |
| State of Wisconsin Investment Board | 9,220 | $336.3K | 0.00% | +9,220 | New |
| GF Fund Management Co. Ltd. | 9,275 | $338.4K | 0.01% | −715−7.2% | Reduced |
| Yousif Capital Management, LLC | 9,367 | $341.7K | 0.00% | −3,414−26.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,453 | $344.5K | 0.00% | +210+2.3% | Added |
| Teachers Retirement System of the State of Kentucky | 9,504 | $347.0K | 0.00% | −431−4.3% | Reduced |
| Contravisory Investment Management, Inc. | 9,817 | $358.1K | 0.07% | −315−3.1% | Reduced |