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 2026
Institutional positions in CVR Energy Inc as of Mar 31, 2026. 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
- 219
- −6 vs. Q4 2025
- Shares held
- 101.8M
- +2.15M (+2.2%) vs. Q4 2025
- Total value
- $3.43B
- +$890.3M (+35.1%) vs. Q4 2025
- New holders
- 42
- 73 more added
- Sold out
- 48
- 72 more reduced
3 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding CVR Energy Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $67 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $68 | 0.00% | −26−92.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 3 | $101 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $126 | 0.00% | −217−98.2% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $135 | 0.00% | −1−20.0% | Reduced |
| Gilpin Wealth Management, LLC | 5 | $169 | 0.00% | +5 | New |
| Assetmark, Inc | 6 | $202 | 0.00% | −6−50.0% | Reduced |
| TD Capital Management LLC | 9 | $303 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $337 | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 13 | $437 | 0.00% | −16−55.2% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $673 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 20 | $673 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 20 | $673 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 20 | $686 | 0.00% | −828−97.6% | Reduced |
| Bare Financial Services, Inc | 29 | $976 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 35 | $1.18K | 0.00% | −907−96.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 53 | $1.78K | 0.00% | +53 | New |
| SRS Capital Advisors, Inc. | 53 | $1.78K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 55 | $1.85K | 0.00% | +55 | New |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 63 | $2.12K | 0.00% | +55+687.5% | Added |
| Marquette Asset Management, LLC | 73 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 81 | $2.73K | 0.00% | +16+24.6% | Added |
| Huntington National Bank | 82 | $2.76K | 0.00% | +39+90.7% | Added |
| US Bancorp | 84 | $2.83K | 0.00% | −31−27.0% | Reduced |
| Smartleaf Asset Management LLC | 95 | $3.32K | 0.00% | −91−48.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 128 | $4.31K | 0.00% | +128 | New |
| Private Wealth Management Group, LLC | 139 | $4.68K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 141 | $4.75K | 0.00% | +94+200.0% | Added |
| Parkside Financial Bank & Trust | 175 | $5.89K | 0.00% | +150+600.0% | Added |
| Parallel Advisors, LLC | 190 | $6.39K | 0.00% | +51+36.7% | Added |
| Financial Network Wealth Advisors LLC | 192 | $6.46K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 193 | $6.50K | 0.00% | +110+132.5% | Added |
| Sterling Capital Management LLC | 201 | $6.76K | 0.00% | −5−2.4% | Reduced |
| CNB Bank | 250 | $8.41K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 281 | $9.46K | 0.00% | −12−4.1% | Reduced |
| Rossby Financial, LCC | 300 | $9.48K | 0.00% | +300 | New |
| Essential Partners LLC | 306 | $10.3K | 0.00% | −25−7.6% | Reduced |
| Umb Bank N A | 325 | $10.9K | 0.00% | +121+59.3% | Added |
| Bessemer Group Inc | 325 | $11.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 374 | $11.8K | 0.00% | +182+94.8% | Added |
| TD Waterhouse Canada Inc. | 380 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 407 | $13.7K | 0.00% | −51−11.1% | Reduced |
| SBI Securities Co., Ltd. | 525 | $17.7K | 0.00% | −15−2.8% | Reduced |
| Hantz Financial Services, Inc. | 556 | $19.0K | 0.00% | +137+32.7% | Added |
| Farther Finance Advisors, LLC | 760 | $24.0K | 0.00% | +213+38.9% | Added |
| Rogco, LP | 850 | $28.6K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 878 | $29.6K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 897 | $30.2K | 0.00% | +322+56.0% | Added |
| EverSource Wealth Advisors, LLC | 1,102 | $37.1K | 0.00% | +339+44.4% | Added |
| The PNC Financial Services Group, Inc. | 1,142 | $38.4K | 0.00% | +388+51.5% | Added |
| Nomura Asset Management Co Ltd | 1,300 | $43.7K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,371 | $46.1K | 0.00% | +1,371 | New |
| Harbor Capital Advisors, Inc. | 1,521 | $51.0K | 0.00% | +512+50.7% | Added |
| Public Employees Retirement System of Ohio | 1,733 | $58.3K | 0.00% | −9−0.5% | Reduced |
| GAMMA Investing LLC | 2,329 | $78.4K | 0.00% | −271−10.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,331 | $78.4K | 0.01% | +1,353+138.3% | Added |
| Quarry LP | 2,468 | $83.0K | 0.02% | +2,296+1,334.9% | Added |
| Ameritas Investment Partners, Inc. | 2,585 | $87.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,852 | $96.0K | 0.00% | +2,131+295.6% | Added |
| Freestone Grove Partners LP | 3,763 | $126.6K | 0.00% | +3,763 | New |
| Caitong International Asset Management Co., Ltd | 4,497 | $151.3K | 0.03% | +1,103+32.5% | Added |
| Tower Research Capital LLC (TRC) | 4,589 | $154.4K | 0.00% | +3,745+443.7% | Added |
| Public Employees Retirement Association of Colorado | 5,056 | $170.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,568 | $187.4K | 0.00% | +5,143+1,210.1% | Added |
| Russell Investments Group, Ltd. | 5,635 | $189.6K | 0.00% | −176,322−96.9% | Reduced |
| Royal Bank of Canada | 5,980 | $201.0K | 0.00% | −3,459−36.6% | Reduced |
| Quadrant Capital Group LLC | 6,693 | $225.2K | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 6,818 | $229.4K | 0.00% | −1,120−14.1% | Reduced |
| Oregon Public Employees Retirement Fund | 6,902 | $232.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 7,035 | $236.7K | 0.00% | +6,931+6,664.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,458 | $251.0K | 0.00% | +7,458 | New |
| CWM, LLC | 7,683 | $258.5K | 0.00% | −778−9.2% | Reduced |
| Intech Investment Management LLC | 7,780 | $261.8K | 0.00% | −36,777−82.5% | Reduced |
| Yousif Capital Management, LLC | 8,032 | $270.3K | 0.00% | +8,032 | New |
| Creative Planning | 8,036 | $270.4K | 0.00% | +8,036 | New |
| Bank of Montreal | 8,146 | $274.1K | 0.00% | +8,146 | New |
| Walleye Trading LLC | 8,330 | $280.3K | 0.01% | +8,082+3,258.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 8,557 | $287.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 8,707 | $293.0K | 0.00% | −80−0.9% | Reduced |
| Royce & Associates LP | 9,151 | $307.9K | 0.00% | −7,416−44.8% | Reduced |
| Vanguard Investments Australia, Ltd. | 9,291 | $312.6K | 0.00% | +9,291 | New |
| Arizona State Retirement System | 9,668 | $325.3K | 0.00% | −91−0.9% | Reduced |
| GF Fund Management Co. Ltd. | 9,724 | $327.2K | 0.01% | +1,180+13.8% | Added |
| RBF Capital, LLC | 10,000 | $336.5K | 0.02% | −10,000−50.0% | Reduced |
| Quantinno Capital Management LP | 10,568 | $355.6K | 0.00% | −1,476−12.3% | Reduced |
| New York State Common Retirement Fund | 10,750 | $361.7K | 0.00% | −4,200−28.1% | Reduced |
| KLP Kapitalforvaltning AS | 11,000 | $370.1K | 0.00% | +1,300+13.4% | Added |
| IHT Wealth Management, LLC | 11,594 | $390.1K | 0.01% | +1,126+10.8% | Added |
| New York State Teachers Retirement System | 11,666 | $393.0K | 0.00% | +1,354+13.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,420 | $393.1K | 0.00% | +2,790+29.0% | Added |
| Vanguard Global Advisers, LLC | 11,962 | $402.5K | 0.00% | +11,962 | New |
| Jane Street Group, LLC | 12,125 | $408.0K | 0.00% | −477,026−97.5% | Reduced |
| Illinois Municipal Retirement Fund | 13,043 | $438.9K | 0.01% | −4,698−26.5% | Reduced |
| Janus Henderson Group PLC | 13,150 | $442.8K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 13,336 | $448.8K | 0.01% | −51−0.4% | Reduced |
| Louisiana State Employees Retirement System | 13,400 | $450.9K | 0.01% | −400−2.9% | Reduced |