Carvana Co.
CVNA- Exchange
- NYSE
- Industry
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001690820
In the last 90 days, Carvana Co. insiders filed 1 open-market purchase and 12 sales; 820 institutions reported holding it in 13F filings for Q2 2026, worth $48.6B in total; 6 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.
13F holders, Q2 2026
Institutional positions in Carvana Co. as of Jun 30, 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
- 820
- +43 vs. Q1 2026
- Shares held
- 739.9M
- −12.7M (−1.7%) vs. Q1 2026Converted for a 5-for-1 split
- Total value
- $48.6B
- +$1.37B (+2.9%) vs. Q1 2026
- New holders
- 149
- 319 more added
- Sold out
- 106
- 251 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CVNA 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 | 820 | $48.6B |
| Q1 2026 | 781 | $47.3B |
| Q4 2025 | 852 | $61.7B |
| Q3 2025 | 775 | $51.3B |
| Q2 2025 | 741 | $44.6B |
| Q1 2025 | 613 | $25.8B |
| Q4 2024 | 586 | $25.5B |
| Q3 2024 | 489 | $20.8B |
| Q2 2024 | 411 | $15.0B |
| Q1 2024 | 334 | $10.2B |
| Q4 2023 | 292 | $6.31B |
| Q3 2023 | 257 | $4.65B |
| Q2 2023 | 246 | $2.82B |
| Q1 2023 | 215 | $1.09B |
| Q4 2022 | 224 | $587.4M |
| Q3 2022 | 272 | $2.57B |
| Q2 2022 | 308 | $2.79B |
| Q1 2022 | 382 | $12.7B |
| Q4 2021 | 422 | $24.3B |
| Q3 2021 | 442 | $29.2B |
| Q2 2021 | 441 | $28.5B |
| Q1 2021 | 435 | $24.6B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 84,695,539 | $5.57B | 0.56% | −4,212,996−4.7% | ReducedConverted for a 5-for-1 split |
| Capital Research Global Investors | 63,423,386 | $4.17B | 0.58% | +9,170,861+16.9% | AddedConverted for a 5-for-1 split |
| BlackRock, Inc. | 48,494,910 | $3.19B | 0.05% | −9,165,875−15.9% | ReducedConverted for a 5-for-1 split |
| Vanguard Capital Management LLC | 45,590,117 | $3.00B | 0.06% | +619,977+1.4% | AddedConverted for a 5-for-1 split |
| FMR LLC | 33,604,708 | $2.21B | 0.10% | −3,629,367−9.7% | ReducedConverted for a 5-for-1 split |
| Vanguard Portfolio Management LLC | 32,154,471 | $2.12B | 0.10% | +417,636+1.3% | AddedConverted for a 5-for-1 split |
| State Street Corp | 29,435,364 | $1.94B | 0.06% | +970,654+3.4% | AddedConverted for a 5-for-1 split |
| Capital International Investors | 23,257,742 | $1.53B | 0.32% | +6,617,827+39.8% | AddedConverted for a 5-for-1 split |
| CAS Investment Partners, LLC | 22,559,570 | $1.48B | 78.85% | −146,885−0.6% | ReducedConverted for a 5-for-1 split |
| Greenoaks Capital Partners LLC | 21,344,170 | $1.40B | 59.61% | +330,000+1.6% | AddedConverted for a 5-for-1 split |
| Geode Capital Management, LLC | 16,653,349 | $1.09B | 0.06% | −2,910,486−14.9% | ReducedConverted for a 5-for-1 split |
| Capital World Investors | 14,200,258 | $934.7M | 0.11% | +1,173,333+9.0% | AddedConverted for a 5-for-1 split |
| Viking Global Investors LPSuperinvestorViking Global Investors | 12,322,311 | $811.1M | 2.31% | −1,577,864−11.4% | ReducedConverted for a 5-for-1 split |
| Spruce House Investment Management LLC | 11,675,000 | $768.4M | 22.61% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Aspex Management (HK) Ltd | 10,891,999 | $716.9M | 8.08% | +1,796,549+19.8% | AddedConverted for a 5-for-1 split |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 10,520,666 | $692.5M | 4.23% | +1,747,121+19.9% | AddedConverted for a 5-for-1 split |
| Exor Capital LLP | 9,283,819 | $611.1M | 13.15% | −3,456,566−27.1% | ReducedConverted for a 5-for-1 split |
| Sands Capital Management, LLC | 8,462,945 | $557.0M | 2.07% | −2,123,295−20.1% | ReducedConverted for a 5-for-1 split |
| JPMorgan Chase & Co | 8,617,436 | $549.1M | 0.03% | −4,066,574−32.1% | ReducedConverted for a 5-for-1 split |
| Invesco Ltd. | 7,616,853 | $501.3M | 0.04% | +2,283,788+42.8% | AddedConverted for a 5-for-1 split |
| KPS Global Asset Management UK Ltd | 7,500,000 | $493.6M | 79.62% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Durable Capital Partners LP | 6,720,882 | $442.4M | 4.30% | +1,742,177+35.0% | AddedConverted for a 5-for-1 split |
| Morgan Stanley | 6,370,368 | $419.3M | 0.02% | −371,112−5.5% | ReducedConverted for a 5-for-1 split |
| Northern Trust Corp | 6,168,923 | $406.0M | 0.05% | +103,648+1.7% | AddedConverted for a 5-for-1 split |
| Charles Schwab Investment Management Inc | 5,538,645 | $364.6M | 0.05% | +364,945+7.1% | AddedConverted for a 5-for-1 split |
| Norges Bank | 5,243,494 | $345.1M | 0.03% | +5,243,494 | New |
| Renaissance Technologies LLC | 5,122,450 | $337.2M | 0.46% | −883,640−14.7% | ReducedConverted for a 5-for-1 split |
| UBS Group AG | 4,507,857 | $296.7M | 0.05% | −109,743−2.4% | ReducedConverted for a 5-for-1 split |
| Sachem Head Capital Management LP | 4,475,000 | $294.5M | 6.11% | +525,000+13.3% | AddedConverted for a 5-for-1 split |
| Whale Rock Capital Management LLC | 4,267,080 | $280.9M | 2.25% | −120,690−2.8% | ReducedConverted for a 5-for-1 split |
| Divisadero Street Capital Management, LP | 4,163,614 | $274.0M | 6.39% | +3,030,434+267.4% | AddedConverted for a 5-for-1 split |
| Vanguard Fiduciary Trust Co | 4,082,645 | $268.7M | 0.06% | +33,790+0.8% | AddedConverted for a 5-for-1 split |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,779,517 | $248.8M | 0.72% | +437,357+13.1% | AddedConverted for a 5-for-1 split |
| Wells Fargo & Company | 3,608,854 | $237.5M | 0.04% | −237,096−6.2% | ReducedConverted for a 5-for-1 split |
| Bank of New York Mellon Corp | 3,475,532 | $228.8M | 0.04% | −75,788−2.1% | ReducedConverted for a 5-for-1 split |
| Goldman Sachs Group Inc | 3,412,565 | $224.6M | 0.02% | +243,745+7.7% | AddedConverted for a 5-for-1 split |
| Goodnow Investment Group, LLC | 3,403,185 | $224.0M | 23.24% | −219,020−6.0% | ReducedConverted for a 5-for-1 split |
| UBS Asset Management Americas Inc | 3,325,237 | $218.9M | 0.04% | −404,473−10.8% | ReducedConverted for a 5-for-1 split |
| Coatue Management LLCSuperinvestorCoatue Management | 3,278,865 | $215.8M | 0.44% | −126,135−3.7% | ReducedConverted for a 5-for-1 split |
| Dimensional Fund Advisors LP | 3,075,680 | $202.4M | 0.04% | +52,035+1.7% | AddedConverted for a 5-for-1 split |
| Dream Peak Capital Ltd | 2,998,748 | $197.4M | 19.48% | +721,123+31.7% | AddedConverted for a 5-for-1 split |
| Legal & General Group Plc | 2,958,502 | $194.7M | 0.04% | −312,473−9.6% | ReducedConverted for a 5-for-1 split |
| Franklin Resources Inc | 2,944,858 | $193.8M | 0.04% | −725,272−19.8% | ReducedConverted for a 5-for-1 split |
| Massachusetts Institute of Technology | 2,891,500 | $190.3M | 25.98% | 00.0% | UnchangedConverted for a 5-for-1 split |
| National Philanthropic Trust | 2,755,452 | $181.4M | 2.62% | −529,968−16.1% | ReducedConverted for a 5-for-1 split |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,638,673 | $173.7M | 1.57% | +537,293+25.6% | AddedConverted for a 5-for-1 split |
| Marshall Wace, LLP | 2,626,104 | $172.9M | 0.15% | +2,396,734+1,044.9% | AddedConverted for a 5-for-1 split |
| Nuveen, LLC | 2,484,804 | $163.5M | 0.04% | +368,379+17.4% | AddedConverted for a 5-for-1 split |
| Amundi | 2,421,045 | $159.4M | 0.04% | −102,435−4.1% | ReducedConverted for a 5-for-1 split |
| North Peak Capital Management, LLC | 2,306,869 | $151.8M | 16.87% | +202,044+9.6% | AddedConverted for a 5-for-1 split |
| Massachusetts Financial Services Co | 2,287,092 | $150.5M | 0.05% | −2,337,083−50.5% | ReducedConverted for a 5-for-1 split |
| Citigroup Inc | 2,185,480 | $143.8M | 0.07% | +902,270+70.3% | AddedConverted for a 5-for-1 split |
| Millennium Management LLC | 2,093,072 | $137.8M | 0.09% | +1,098,552+110.5% | AddedConverted for a 5-for-1 split |
| Axxion S.A. | 1,925,000 | $126.7M | 9.06% | +1,925,000 | New |
| Manufacturers Life Insurance Company, The | 1,898,095 | $124.9M | 0.10% | −61,655−3.1% | ReducedConverted for a 5-for-1 split |
| Deutsche Bank AG | 1,852,668 | $121.9M | 0.04% | −316,207−14.6% | ReducedConverted for a 5-for-1 split |
| Swiss National Bank | 1,814,900 | $119.5M | 0.06% | −161,000−8.1% | ReducedConverted for a 5-for-1 split |
| Selkirk Management LLC | 1,801,100 | $118.5M | 41.15% | −25,000−1.4% | ReducedConverted for a 5-for-1 split |
| Bank of America Corp | 1,791,844 | $117.9M | 0.01% | −106,436−5.6% | ReducedConverted for a 5-for-1 split |
| RV Capital GmbH | 1,763,296 | $116.1M | 30.31% | −123,194−6.5% | ReducedConverted for a 5-for-1 split |
| Par Capital Management Inc | 1,739,360 | $114.5M | 2.84% | 00.0% | UnchangedConverted for a 5-for-1 split |
| First Trust Advisors LP | 1,708,542 | $112.5M | 0.07% | −335,208−16.4% | ReducedConverted for a 5-for-1 split |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,661,389 | $109.4M | 0.06% | +110,709+7.1% | AddedConverted for a 5-for-1 split |
| Vanguard Global Advisers, LLC | 1,543,618 | $101.6M | 0.05% | −9,432−0.6% | ReducedConverted for a 5-for-1 split |
| National Pension Service | 1,508,963 | $99.3M | 0.06% | +134,868+9.8% | AddedConverted for a 5-for-1 split |
| Styrax Capital, LP | 1,500,000 | $98.7M | 6.51% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,491,778 | $98.2M | 0.06% | +42,928+3.0% | AddedConverted for a 5-for-1 split |
| BNP Paribas Arbitrage, SA | 1,395,257 | $91.8M | 0.05% | +73,857+5.6% | AddedConverted for a 5-for-1 split |
| Lord, Abbett & Co. LLC | 1,391,558 | $91.6M | 0.26% | +43,968+3.3% | AddedConverted for a 5-for-1 split |
| Vanguard Asset Management, Ltd | 1,314,302 | $86.5M | 0.06% | +150,417+12.9% | AddedConverted for a 5-for-1 split |
| HSBC Holdings PLC | 1,270,750 | $83.2M | 0.04% | +91,905+7.8% | AddedConverted for a 5-for-1 split |
| Rhumbline Advisers | 1,220,128 | $80.3M | 0.06% | −114,422−8.6% | ReducedConverted for a 5-for-1 split |
| No Street GP LP | 1,201,343 | $79.1M | 4.75% | −183,657−13.3% | ReducedConverted for a 5-for-1 split |
| Senator Investment Group LP | 1,137,870 | $74.9M | 2.73% | +215,000+23.3% | AddedConverted for a 5-for-1 split |
| General Equity Holdings LP | 1,085,165 | $71.4M | 42.64% | −158,065−12.7% | ReducedConverted for a 5-for-1 split |
| Susquehanna International Group, LLP | 1,037,474 | $68.3M | 0.06% | +760,519+274.6% | AddedConverted for a 5-for-1 split |
| Scopus Asset Management, L.P. | 1,016,750 | $66.9M | 1.58% | +89,875+9.7% | AddedConverted for a 5-for-1 split |
| Natixis Advisors, L.P. | 1,014,441 | $66.8M | 0.08% | +205,591+25.4% | AddedConverted for a 5-for-1 split |
| Spyglass Capital Management LLC | 992,632 | $65.3M | 3.54% | +155,677+18.6% | AddedConverted for a 5-for-1 split |
| Primecap Management Co | 987,625 | $65.0M | 0.04% | 00.0% | UnchangedConverted for a 5-for-1 split |
| California State Teachers Retirement System | 970,319 | $63.9M | 0.06% | −47,256−4.6% | ReducedConverted for a 5-for-1 split |
| California Public Employees Retirement System | 964,057 | $63.5M | 0.04% | +44,727+4.9% | AddedConverted for a 5-for-1 split |
| Jones Financial Companies LLLP | 991,141 | $61.8M | 0.02% | +201,406+25.5% | AddedConverted for a 5-for-1 split |
| Bessemer Group Inc | 878,133 | $57.8M | 0.08% | −10,837−1.2% | ReducedConverted for a 5-for-1 split |
| Kinetic Partners Management, LP | 868,295 | $57.2M | 1.36% | +6,200+0.7% | AddedConverted for a 5-for-1 split |
| Raymond James Financial Inc | 844,917 | $55.6M | 0.02% | −957,818−53.1% | ReducedConverted for a 5-for-1 split |
| TD Asset Management Inc | 817,024 | $53.8M | 0.05% | −16,056−1.9% | ReducedConverted for a 5-for-1 split |
| Electron Capital Partners, LLC | 813,127 | $53.5M | 2.14% | +813,127 | New |
| Barclays PLC | 811,106 | $53.4M | 0.02% | −685,344−45.8% | ReducedConverted for a 5-for-1 split |
| Principal Financial Group Inc | 803,982 | $52.9M | 0.03% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Palestra Capital Management LLC | 795,635 | $52.4M | 1.78% | −1,194,400−60.0% | ReducedConverted for a 5-for-1 split |
| Allspring Global Investments Holdings, LLC | 764,193 | $51.9M | 0.08% | −327,602−30.0% | ReducedConverted for a 5-for-1 split |
| 3G Capital Partners LP | 775,000 | $51.0M | 13.67% | +87,500+12.7% | AddedConverted for a 5-for-1 split |
| Goldentree Asset Management LP | 774,333 | $50.9M | 2.96% | +774,333 | New |
| Steadview Capital Management LLC | 755,616 | $49.7M | 14.96% | +22,316+3.0% | AddedConverted for a 5-for-1 split |
| 683 Capital Management, LLC | 750,000 | $49.4M | 4.54% | −25,000−3.2% | ReducedConverted for a 5-for-1 split |
| Worldquant Millennium Advisors LLC | 740,773 | $48.8M | 0.17% | +740,773 | New |
| New York State Common Retirement Fund | 699,670 | $46.1M | 0.06% | +352,300+101.4% | AddedConverted for a 5-for-1 split |
| Nordea Investment Management AB | 733,124 | $46.0M | 0.04% | +8,059+1.1% | AddedConverted for a 5-for-1 split |
| Anabranch Capital Management, LP | 698,029 | $45.9M | 35.10% | +217,424+45.2% | AddedConverted for a 5-for-1 split |