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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, Q1 2021

Institutional positions in Carvana Co. as of Mar 31, 2021. 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
435
No complete 13F data for Q4 2020
Shares held
93.6M
No complete 13F data for Q4 2020
Total value
$24.6B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 435 institutions
Q1 2021: 435 institutionsQ2 2021: 441 institutionsQ3 2021: 442 institutionsQ4 2021: 422 institutionsQ1 2022: 382 institutionsQ2 2022: 308 institutionsQ3 2022: 272 institutionsQ4 2022: 224 institutionsQ1 2023: 215 institutionsQ2 2023: 246 institutionsQ3 2023: 257 institutionsQ4 2023: 292 institutionsQ1 2024: 334 institutionsQ2 2024: 411 institutionsQ3 2024: 489 institutionsQ4 2024: 586 institutionsQ1 2025: 613 institutionsQ2 2025: 741 institutionsQ3 2025: 775 institutionsQ4 2025: 852 institutionsQ1 2026: 781 institutionsQ2 2026: 820 institutions
Value heldQ1 2021: $24.6B
Q1 2021: $24.6BQ2 2021: $28.5BQ3 2021: $29.2BQ4 2021: $24.3BQ1 2022: $12.7BQ2 2022: $2.79BQ3 2022: $2.57BQ4 2022: $587.4MQ1 2023: $1.09BQ2 2023: $2.82BQ3 2023: $4.65BQ4 2023: $6.31BQ1 2024: $10.2BQ2 2024: $15.0BQ3 2024: $20.8BQ4 2024: $25.5BQ1 2025: $25.8BQ2 2025: $44.6BQ3 2025: $51.3BQ4 2025: $61.7BQ1 2026: $47.3BQ2 2026: $48.6B
Institutions holding CVNA and their total value by quarter
QuarterHoldersValue
Q2 2026820$48.6B
Q1 2026781$47.3B
Q4 2025852$61.7B
Q3 2025775$51.3B
Q2 2025741$44.6B
Q1 2025613$25.8B
Q4 2024586$25.5B
Q3 2024489$20.8B
Q2 2024411$15.0B
Q1 2024334$10.2B
Q4 2023292$6.31B
Q3 2023257$4.65B
Q2 2023246$2.82B
Q1 2023215$1.09B
Q4 2022224$587.4M
Q3 2022272$2.57B
Q2 2022308$2.79B
Q1 2022382$12.7B
Q4 2021422$24.3B
Q3 2021442$29.2B
Q2 2021441$28.5B
Q1 2021435$24.6B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Carvana Co..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding CVNA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc7,257,103$1.90B0.19%––
Morgan Stanley6,520,211$1.71B0.25%––
FMR LLC6,379,644$1.67B0.14%––
Baillie Gifford & Co6,236,566$1.64B0.92%––
Tiger Global Management LLCSuperinvestorTiger Global Management6,012,907$1.58B3.63%––
Vanguard Group Inc5,447,397$1.43B0.04%––
Jennison Associates LLC5,111,023$1.34B0.98%––
Spruce House Investment Management LLC3,963,463$1.04B29.83%––
Spruce House Partnership LLC3,963,463$1.04B29.83%––
BlackRock Inc.3,915,017$1.03B0.03%––
CAS Investment Partners, LLC3,305,028$867.2M44.31%––
Lone Pine Capital LLCSuperinvestorLone Pine Capital2,408,209$631.9M2.30%––
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners1,999,326$524.6M3.88%––
JPMorgan Chase & Co1,995,803$523.7M0.08%––
Gilder Gagnon Howe & Co LLC1,390,353$364.8M1.97%––
KPS Global Asset Management UK Ltd1,350,000$354.2M48.37%––
State Street Corp1,150,822$302.0M0.02%––
Whale Rock Capital Management LLC1,100,302$288.7M2.37%––
Capital World Investors936,229$245.7M0.05%––
D. E. Shaw & Co., Inc.882,665$231.6M0.28%––
Goodnow Investment Group, LLC814,269$213.7M19.50%––
Alua Capital Management LP771,373$202.4M11.51%––
Geode Capital Management, LLC694,831$182.1M0.03%––
Goldman Sachs Group Inc626,206$164.3M0.05%––
Southpoint Capital Advisors LP625,000$164.0M2.63%––
Clearbridge Investments, LLC610,125$160.1M0.12%––
683 Capital Management, LLC600,000$157.4M10.18%––
Pelham Capital Ltd.583,201$153.0M9.50%––
Franklin Resources Inc513,747$134.8M0.05%––
Suvretta Capital Management, LLC477,790$125.4M1.86%––
Northern Trust Corp467,169$122.6M0.02%––
Antipodean Advisors LLC405,000$106.3M32.85%––
Norges Bank401,839$105.4M0.02%––
Third Point LLCSuperinvestorThird Point400,000$105.0M0.71%––
Luxor Capital Group, LP385,739$101.2M3.73%––
Sculptor Capital LP379,816$99.7M0.88%––
Grosvenor Holdings, L.L.C.363,283$95.3M7.00%––
Bank of America Corp343,725$90.2M0.01%––
Fred Alger Management, LLC337,850$88.7M0.23%––
Wells Fargo & Company315,034$82.7M0.02%––
Mitsubishi UFJ Trust & Banking Corp311,892$81.8M0.18%––
Citadel Advisors LLC302,086$79.3M0.08%––
Legal & General Group Plc292,535$76.8M0.03%––
Renaissance Technologies LLC288,700$75.8M0.09%––
Winslow Capital Management, LLC284,677$74.7M0.32%––
First Trust Advisors LP277,467$72.8M0.09%––
Steadview Capital Management LLC267,749$70.3M6.98%––
Nuveen Asset Management, LLC258,999$68.0M0.02%––
American Century Companies Inc248,778$65.3M0.05%––
Swiss National Bank244,300$64.1M0.04%––
3G Capital Partners LP232,300$61.0M22.63%––
Invesco Ltd.225,464$59.2M0.02%––
Thrivent Financial for Lutherans222,763$58.5M0.13%––
Duquesne Family Office LLCSuperinvestorDuquesne Family Office213,867$56.1M1.24%––
Deutsche Bank AG213,315$56.0M0.03%––
Marshall Wace, LLP204,554$53.7M0.28%––
TD Asset Management Inc199,252$52.3M0.06%––
Sumitomo Mitsui Trust Holdings, Inc.197,283$51.8M0.03%––
Bank of New York Mellon Corp187,765$49.3M0.01%––
Point72 Asset Management, L.P.185,851$48.8M0.25%––
Crosslink Capital Inc184,904$48.5M8.76%––
Lord, Abbett & Co. LLC184,582$48.4M0.12%––
Frontier Capital Management Co LLC182,049$47.8M0.36%––
Selkirk Management LLC181,220$47.6M15.63%––
Charles Schwab Investment Management Inc178,524$46.8M0.02%––
UBS Asset Management Americas Inc178,231$46.8M0.02%––
Sachem Head Capital Management LP175,000$45.9M1.24%––
EMS Capital LP169,510$44.5M4.15%––
Blair William & Co165,169$43.3M0.16%––
Newbrook Capital Advisors LP161,785$42.5M2.90%––
JS Capital Management LLC152,500$40.0M2.07%––
Penserra Capital Management LLC149,572$39.2M0.73%––
Lansing Management LP145,582$38.2M26.80%––
California Public Employees Retirement System131,951$34.6M0.03%––
Brightlight Capital Management LP126,500$33.2M13.75%––
Group One Trading, L.P.117,732$30.9M0.68%––
Chicago Capital, LLC111,323$29.2M1.23%––
Neuberger Berman Group LLC108,812$28.5M0.03%––
California State Teachers Retirement System105,576$27.7M0.04%––
National Pension Service100,997$26.5M0.06%––
Honeycomb Asset Management LP100,000$26.2M1.68%––
Janus Henderson Group PLC97,639$25.6M0.01%––
Parametric Portfolio Associates LLC94,676$24.8M0.01%––
Millennium Management LLC92,220$24.2M0.03%––
Oakcliff Capital Partners, LP91,428$24.0M11.38%––
Assenagon Asset Management S.A.87,914$23.1M0.12%––
Emerson Point Capital LP86,011$22.6M3.29%––
Citigroup Inc85,014$22.3M0.02%––
Atika Capital Management LLC80,900$21.2M2.21%––
Rip Road Capital Partners LP76,601$20.1M5.86%––
State Board of Administration of Florida Retirement System73,490$19.3M0.04%––
Berkshire Capital Holdings Inc73,450$19.3M2.20%––
Holocene Advisors, LP70,175$18.4M0.12%––
Clough Capital Partners L P67,864$17.8M1.15%––
First Republic Investment Management, Inc.65,736$17.2M0.06%––
New York State Common Retirement Fund65,600$17.2M0.02%––
Dimensional Fund Advisors LP64,329$16.9M0.01%––
Marshall Wace North America L.P.63,007$16.5M0.07%––
Raymond James & Associates61,896$16.2M0.02%––
Barclays PLC60,327$15.8M0.02%––