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 2025
Institutional positions in CVR Energy Inc as of Dec 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
- 228
- +5 vs. Q3 2025
- Shares held
- 103.4M
- +1.07M (+1.0%) vs. Q3 2025
- Total value
- $2.63B
- −$1.10B (−29.5%) vs. Q3 2025
- New holders
- 46
- 68 more added
- Sold out
- 41
- 69 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $20 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $51 | 0.00% | +2 | New |
| Signaturefd, LLC | 3 | $76 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 6 | $153 | 0.00% | +6 | New |
| CIBC Private Wealth Group, LLC | 7 | $178 | 0.00% | +7 | New |
| Root Financial Partners, LLC | 8 | $204 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $229 | 0.00% | +9 | New |
| Assetmark, Inc | 12 | $305 | 0.00% | +6+100.0% | Added |
| Financial Consulate, Inc | 18 | $458 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 20 | $509 | 0.00% | −25,913−99.9% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $509 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $509 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $637 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $713 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 29 | $738 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 29 | $738 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $763 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $1.09K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 46 | $1.17K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 47 | $1.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 53 | $1.35K | 0.00% | +53 | New |
| Rothschild Investment LLC | 65 | $1.65K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 73 | $1.86K | 0.00% | +73 | New |
| Basecamp Wealth Advisors LLC | 76 | $1.93K | 0.00% | +76 | New |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 83 | $2.11K | 0.00% | +4+5.1% | Added |
| Fifth Third Bancorp | 104 | $2.65K | 0.00% | +9+9.5% | Added |
| US Bancorp | 115 | $2.93K | 0.00% | −3,000−96.3% | Reduced |
| Parallel Advisors, LLC | 139 | $3.54K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 139 | $3.54K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 172 | $4.38K | 0.00% | −1,202−87.5% | Reduced |
| Smartleaf Asset Management LLC | 186 | $4.71K | 0.00% | +171+1,140.0% | Added |
| Financial Network Wealth Advisors LLC | 192 | $4.88K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 192 | $4.95K | 0.00% | −13−6.3% | Reduced |
| Sound Income Strategies, LLC | 221 | $5.15K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 204 | $5.19K | 0.00% | −49−19.4% | Reduced |
| Sterling Capital Management LLC | 206 | $5.24K | 0.00% | +131+174.7% | Added |
| Los Angeles Capital Management LLC | 161 | $5.97K | 0.00% | +161 | New |
| Walleye Trading LLC | 248 | $6.31K | 0.00% | +248 | New |
| CNB Bank | 250 | $6.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 293 | $7.45K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 325 | $8.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 331 | $8.42K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 340 | $9.00K | 0.00% | +340 | New |
| TD Waterhouse Canada Inc. | 380 | $9.66K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 425 | $10.8K | 0.00% | −260−38.0% | Reduced |
| Hantz Financial Services, Inc. | 419 | $11.0K | 0.00% | +284+210.4% | Added |
| Versant Capital Management, Inc | 458 | $11.7K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 540 | $13.7K | 0.00% | −6−1.1% | Reduced |
| Farther Finance Advisors, LLC | 547 | $13.9K | 0.00% | −91−14.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 575 | $15.0K | 0.00% | +103+21.8% | Added |
| DV Trading LLC | 600 | $15.3K | 0.00% | +600 | New |
| Harbour Investments, Inc. | 721 | $18.3K | 0.00% | +272+60.6% | Added |
| The PNC Financial Services Group, Inc. | 754 | $19.2K | 0.00% | −63−7.7% | Reduced |
| EverSource Wealth Advisors, LLC | 763 | $19.4K | 0.00% | +165+27.6% | Added |
| Garton & Associates Financial Advisors LLC | 775 | $19.7K | 0.01% | +775 | New |
| Tower Research Capital LLC (TRC) | 844 | $21.5K | 0.00% | −4,456−84.1% | Reduced |
| Torren Management, LLC | 848 | $21.6K | 0.01% | +848 | New |
| Rogco, LP | 850 | $21.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 878 | $22.3K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 942 | $24.0K | 0.00% | +719+322.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 978 | $24.9K | 0.00% | +978 | New |
| Harbor Capital Advisors, Inc. | 1,009 | $26.0K | 0.00% | −17−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 1,300 | $33.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,580 | $40.2K | 0.02% | +1,580 | New |
| Public Employees Retirement System of Ohio | 1,742 | $44.3K | 0.00% | −224−11.4% | Reduced |
| Exchange Traded Concepts, LLC | 1,854 | $47.2K | 0.00% | +1,854 | New |
| Horizon Investments, LLC | 1,854 | $47.2K | 0.00% | +1,854 | New |
| Ameritas Investment Partners, Inc. | 2,585 | $65.8K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,600 | $66.1K | 0.00% | +54+2.1% | Added |
| Caitong International Asset Management Co., Ltd | 3,394 | $86.3K | 0.02% | +3,217+1,817.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,054 | $103.1K | 0.00% | +4,054 | New |
| Walleye Capital LLC | 4,886 | $124.3K | 0.00% | +4,886 | New |
| Public Employees Retirement Association of Colorado | 5,056 | $129.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 5,143 | $131.0K | 0.00% | +274+5.6% | Added |
| Comerica Bank | 6,573 | $167.2K | 0.00% | −1,637−19.9% | Reduced |
| Quadrant Capital Group LLC | 6,693 | $170.3K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 6,902 | $175.6K | 0.00% | +80+1.2% | Added |
| State of Tennessee, Treasury Department | 7,938 | $180.5K | 0.00% | −627−7.3% | Reduced |
| State of Wyoming | 7,452 | $189.6K | 0.02% | +818+12.3% | Added |
| Teachers Retirement System of the State of Kentucky | 7,557 | $192.0K | 0.00% | −1,947−20.5% | Reduced |
| Shay Capital LLC | 7,914 | $201.3K | 0.03% | +7,914 | New |
| MQS Management LLC | 8,380 | $213.2K | 0.13% | +8,380 | New |
| CWM, LLC | 8,461 | $215.0K | 0.00% | +5+0.1% | Added |
| GF Fund Management Co. Ltd. | 8,544 | $217.4K | 0.00% | −731−7.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 8,557 | $217.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,787 | $224.0K | 0.00% | −97−1.1% | Reduced |
| Bayforest Capital Ltd | 9,055 | $230.4K | 0.17% | −19,920−68.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 9,630 | $237.3K | 0.00% | +177+1.9% | Added |
| Royal Bank of Canada | 9,439 | $240.0K | 0.00% | −118,988−92.7% | Reduced |
| Contravisory Investment Management, Inc. | 9,437 | $240.1K | 0.05% | −380−3.9% | Reduced |
| KLP Kapitalforvaltning AS | 9,700 | $246.8K | 0.00% | +600+6.6% | Added |
| Arizona State Retirement System | 9,759 | $248.3K | 0.00% | −652−6.3% | Reduced |
| New York State Teachers Retirement System | 10,312 | $262.0K | 0.00% | −600−5.5% | Reduced |
| DRW Securities, LLC | 10,319 | $262.5K | 0.02% | +10,319 | New |
| Simplex Trading, LLC | 10,374 | $263.9K | 0.01% | −5,936−36.4% | Reduced |
| IHT Wealth Management, LLC | 10,468 | $266.3K | 0.01% | −675−6.1% | Reduced |