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 2021
Institutional positions in Carvana Co. as of Jun 30, 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
- 441
- +11 vs. Q1 2021
- Shares held
- 94.2M
- +4.67M (+5.2%) vs. Q1 2021
- Total value
- $28.5B
- +$4.97B (+21.1%) vs. Q1 2021
- New holders
- 84
- 202 more added
- Sold out
- 73
- 102 more reduced
5 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 7,806,561 | $2.36B | 1.15% | +1,569,995+25.2% | Added |
| Price T Rowe Associates Inc | 7,622,127 | $2.30B | 0.21% | +365,024+5.0% | Added |
| FMR LLC | 6,777,631 | $2.05B | 0.16% | +397,987+6.2% | Added |
| Morgan Stanley | 6,570,893 | $1.98B | 0.26% | +50,682+0.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 6,355,107 | $1.92B | 3.57% | +342,200+5.7% | Added |
| Vanguard Group Inc | 4,513,236 | $1.36B | 0.03% | −934,161−17.1% | Reduced |
| BlackRock Inc. | 4,231,861 | $1.28B | 0.04% | +316,844+8.1% | Added |
| Jennison Associates LLC | 4,044,129 | $1.22B | 0.81% | −1,066,894−20.9% | Reduced |
| Spruce House Investment Management LLC | 3,963,463 | $1.20B | 28.48% | 00.0% | Unchanged |
| CAS Investment Partners, LLC | 3,305,028 | $997.5M | 42.43% | 00.0% | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 2,672,035 | $806.5M | 5.27% | +672,709+33.6% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,142,309 | $646.6M | 2.08% | −265,900−11.0% | Reduced |
| JPMorgan Chase & Co | 1,798,199 | $542.7M | 0.07% | −197,604−9.9% | Reduced |
| State Street Corp | 1,522,970 | $459.7M | 0.02% | +372,148+32.3% | Added |
| KPS Global Asset Management UK Ltd | 1,331,017 | $401.7M | 48.08% | −18,983−1.4% | Reduced |
| Sands Capital Management, LLC | 1,250,492 | $377.4M | 0.64% | +1,250,492 | New |
| Gilder Gagnon Howe & Co LLC | 1,196,101 | $361.0M | 1.77% | −194,252−14.0% | Reduced |
| Capital World Investors | 987,296 | $298.0M | 0.05% | +51,067+5.5% | Added |
| Whale Rock Capital Management LLC | 874,728 | $264.0M | 1.72% | −225,574−20.5% | Reduced |
| Goodnow Investment Group, LLC | 860,437 | $259.7M | 21.78% | +46,168+5.7% | Added |
| Alua Capital Management LP | 811,373 | $244.9M | 12.89% | +40,000+5.2% | Added |
| Geode Capital Management, LLC | 792,174 | $238.7M | 0.03% | +97,343+14.0% | Added |
| Luxor Capital Group, LP | 743,307 | $224.3M | 5.71% | +357,568+92.7% | Added |
| Pelham Capital Ltd. | 662,441 | $199.9M | 11.82% | +79,240+13.6% | Added |
| Franklin Resources Inc | 658,073 | $198.6M | 0.08% | +144,326+28.1% | Added |
| 683 Capital Management, LLC | 600,000 | $181.1M | 8.99% | 00.0% | Unchanged |
| Norges Bank | 586,991 | $177.2M | 0.04% | +185,152+46.1% | Added |
| Sculptor Capital LP | 530,045 | $160.0M | 1.39% | +150,229+39.6% | Added |
| Clearbridge Investments, LLC | 524,483 | $158.3M | 0.11% | −85,642−14.0% | Reduced |
| TD Asset Management Inc | 459,472 | $155.1M | 0.16% | +260,220+130.6% | Added |
| Bank of America Corp | 502,323 | $151.6M | 0.02% | +158,598+46.1% | Added |
| Northern Trust Corp | 494,122 | $149.1M | 0.03% | +26,953+5.8% | Added |
| Goldman Sachs Group Inc | 483,499 | $145.9M | 0.04% | −142,707−22.8% | Reduced |
| Suvretta Capital Management, LLC | 479,643 | $144.8M | 2.17% | +1,853+0.4% | Added |
| Southpoint Capital Advisors LP | 450,000 | $135.8M | 2.35% | −175,000−28.0% | Reduced |
| Renaissance Technologies LLC | 441,900 | $133.4M | 0.17% | +153,200+53.1% | Added |
| Antipodean Advisors LLC | 405,000 | $122.2M | 33.66% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 391,128 | $118.0M | 0.28% | +53,278+15.8% | Added |
| Legal & General Group Plc | 380,819 | $114.9M | 0.04% | +88,284+30.2% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 361,906 | $109.2M | 2.71% | +148,039+69.2% | Added |
| Sachem Head Capital Management LP | 360,000 | $108.7M | 2.81% | +185,000+105.7% | Added |
| Invesco Ltd. | 354,213 | $106.9M | 0.03% | +128,749+57.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 348,293 | $105.1M | 0.22% | +36,401+11.7% | Added |
| D. E. Shaw & Co., Inc. | 337,848 | $102.0M | 0.12% | −544,817−61.7% | Reduced |
| Assenagon Asset Management S.A. | 328,349 | $99.1M | 0.43% | +240,435+273.5% | Added |
| First Trust Advisors LP | 313,952 | $94.7M | 0.10% | +36,485+13.1% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 311,904 | $94.1M | 0.89% | +311,395+61,177.8% | Added |
| Nuveen Asset Management, LLC | 292,063 | $88.2M | 0.03% | +33,064+12.8% | Added |
| Swiss National Bank | 287,405 | $86.7M | 0.05% | +43,105+17.6% | Added |
| Thrivent Financial for Lutherans | 285,168 | $86.1M | 0.18% | +62,405+28.0% | Added |
| 3G Capital Partners LP | 285,000 | $86.0M | 22.22% | +52,700+22.7% | Added |
| Grosvenor Holdings, L.L.C. | 283,538 | $85.6M | 8.50% | −79,745−22.0% | Reduced |
| Steadview Capital Management LLC | 282,949 | $85.4M | 7.41% | +15,200+5.7% | Added |
| Newbrook Capital Advisors LP | 253,377 | $76.5M | 5.16% | +91,592+56.6% | Added |
| American Century Companies Inc | 251,163 | $75.8M | 0.05% | +2,385+1.0% | Added |
| Citadel Advisors LLC | 250,259 | $75.5M | 0.08% | −51,827−17.2% | Reduced |
| UBS Asset Management Americas Inc | 229,080 | $69.1M | 0.03% | +50,849+28.5% | Added |
| Bank of New York Mellon Corp | 226,052 | $68.2M | 0.01% | +38,287+20.4% | Added |
| Deutsche Bank AG | 222,558 | $67.2M | 0.03% | +9,243+4.3% | Added |
| Wells Fargo & Company | 215,990 | $65.2M | 0.01% | −99,044−31.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 209,109 | $63.1M | 0.04% | +11,826+6.0% | Added |
| Charles Schwab Investment Management Inc | 190,420 | $57.5M | 0.02% | +11,896+6.7% | Added |
| Bank of Nova Scotia | 187,609 | $56.6M | 0.11% | +187,609 | New |
| Marshall Wace, LLP | 179,851 | $54.3M | 0.29% | −24,703−12.1% | Reduced |
| California Public Employees Retirement System | 171,600 | $51.8M | 0.04% | +39,649+30.0% | Added |
| EMS Capital LP | 171,461 | $51.8M | 4.08% | +1,951+1.2% | Added |
| Squarepoint Ops LLC | 166,482 | $50.2M | 0.37% | +137,157+467.7% | Added |
| Selkirk Management LLC | 166,220 | $50.2M | 18.24% | −15,000−8.3% | Reduced |
| Point72 Asset Management, L.P. | 163,529 | $49.4M | 0.25% | −22,322−12.0% | Reduced |
| Blair William & Co | 163,318 | $49.3M | 0.17% | −1,851−1.1% | Reduced |
| Frontier Capital Management Co LLC | 161,190 | $48.6M | 0.36% | −20,859−11.5% | Reduced |
| Crosslink Capital Inc | 157,714 | $47.6M | 7.87% | −27,190−14.7% | Reduced |
| Allianz Asset Management GmbH | 150,202 | $45.3M | 0.04% | +148,219+7,474.5% | Added |
| Eminence Capital, LP | 147,186 | $44.4M | 0.55% | +147,186 | New |
| Lansing Management LP | 146,402 | $44.2M | 26.79% | +820+0.6% | Added |
| California State Teachers Retirement System | 138,615 | $41.8M | 0.05% | +33,039+31.3% | Added |
| JS Capital Management LLC | 134,500 | $40.6M | 1.96% | −18,000−11.8% | Reduced |
| Clough Capital Partners L P | 133,049 | $40.2M | 2.25% | +65,185+96.1% | Added |
| Moore Capital Management, LP | 132,217 | $39.9M | 0.73% | +132,217 | New |
| Brightlight Capital Management LP | 126,500 | $38.2M | 13.69% | 00.0% | Unchanged |
| Chicago Capital, LLC | 109,085 | $32.9M | 1.29% | −2,238−2.0% | Reduced |
| Holocene Advisors, LP | 108,972 | $32.9M | 0.20% | +38,797+55.3% | Added |
| SQN Investors LP | 106,418 | $32.1M | 1.74% | +106,418 | New |
| Parametric Portfolio Associates LLC | 105,311 | $31.8M | 0.02% | +10,635+11.2% | Added |
| Hitchwood Capital Management LP | 105,000 | $31.7M | 1.07% | +56,000+114.3% | Added |
| National Pension Service | 100,997 | $30.5M | 0.06% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 99,974 | $30.0M | 0.03% | −8,838−8.1% | Reduced |
| New York State Common Retirement Fund | 98,086 | $29.6M | 0.03% | +32,486+49.5% | Added |
| Oakcliff Capital Partners, LP | 91,428 | $27.6M | 11.89% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 90,650 | $27.4M | 0.05% | +17,160+23.4% | Added |
| Voloridge Investment Management, LLC | 90,340 | $27.3M | 0.19% | +90,340 | New |
| Penserra Capital Management LLC | 89,339 | $27.0M | 0.49% | −60,233−40.3% | Reduced |
| Canada Pension Plan Investment Board | 88,400 | $26.7M | 0.03% | +88,400 | New |
| Atika Capital Management LLC | 80,900 | $24.4M | 2.02% | 00.0% | Unchanged |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 76,833 | $23.2M | 0.81% | +63,133+460.8% | Added |
| Rhumbline Advisers | 71,755 | $21.7M | 0.03% | +16,005+28.7% | Added |
| Barclays PLC | 69,017 | $20.8M | 0.02% | +8,690+14.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67,497 | $20.4M | 0.11% | +10,304+18.0% | Added |
| Blueshift Asset Management, LLC | 66,117 | $20.0M | 1.09% | +49,718+303.2% | Added |
| Credit Suisse AG | 65,653 | $19.8M | 0.02% | +9,062+16.0% | Added |