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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
Third Point LLCSuperinvestorThird Point400,000$105.0M0.71%––
Norges Bank401,839$105.4M0.02%––
Antipodean Advisors LLC405,000$106.3M32.85%––
Northern Trust Corp467,169$122.6M0.02%––
Suvretta Capital Management, LLC477,790$125.4M1.86%––
Franklin Resources Inc513,747$134.8M0.05%––
Pelham Capital Ltd.583,201$153.0M9.50%––
683 Capital Management, LLC600,000$157.4M10.18%––
Clearbridge Investments, LLC610,125$160.1M0.12%––
Southpoint Capital Advisors LP625,000$164.0M2.63%––
Goldman Sachs Group Inc626,206$164.3M0.05%––
Geode Capital Management, LLC694,831$182.1M0.03%––
Alua Capital Management LP771,373$202.4M11.51%––
Goodnow Investment Group, LLC814,269$213.7M19.50%––
D. E. Shaw & Co., Inc.882,665$231.6M0.28%––
Capital World Investors936,229$245.7M0.05%––
Whale Rock Capital Management LLC1,100,302$288.7M2.37%––
State Street Corp1,150,822$302.0M0.02%––
KPS Global Asset Management UK Ltd1,350,000$354.2M48.37%––
Gilder Gagnon Howe & Co LLC1,390,353$364.8M1.97%––
JPMorgan Chase & Co1,995,803$523.7M0.08%––
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners1,999,326$524.6M3.88%––
Lone Pine Capital LLCSuperinvestorLone Pine Capital2,408,209$631.9M2.30%––
CAS Investment Partners, LLC3,305,028$867.2M44.31%––
BlackRock Inc.3,915,017$1.03B0.03%––
Spruce House Investment Management LLC3,963,463$1.04B29.83%––
Spruce House Partnership LLC3,963,463$1.04B29.83%––
Jennison Associates LLC5,111,023$1.34B0.98%––
Vanguard Group Inc5,447,397$1.43B0.04%––
Tiger Global Management LLCSuperinvestorTiger Global Management6,012,907$1.58B3.63%––
Baillie Gifford & Co6,236,566$1.64B0.92%––
FMR LLC6,379,644$1.67B0.14%––
Morgan Stanley6,520,211$1.71B0.25%––
Price T Rowe Associates Inc7,257,103$1.90B0.19%––
Harel Insurance Investments & Financial Services Ltd.1,000––––