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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, 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.

Institutional holdersQ2 2021: 441 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 heldQ2 2021: $28.5B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2021.

Institutions holding CVNA in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Treasurer of the State of North Carolina27,450$8.29M0.05%+5,780+26.7%Added
Qube Research & Technologies Ltd27,699$8.36M0.10%+27,699New
1832 Asset Management L.P.27,800$8.37M0.02%+27,800New
Royal London Asset Management Ltd28,253$8.53M0.03%+7,534+36.4%Added
SEI Investments Co28,122$8.56M0.02%−29,195−50.9%Reduced
Emerson Point Capital LP28,869$8.71M1.28%−57,142−66.4%Reduced
Berylson Capital Partners, LLC28,900$8.72M1.93%+28,900New
Asset Management One Co.,Ltd.28,961$8.74M0.03%+496+1.7%Added
UBS Group AG29,387$8.87M0.00%−30,210−50.7%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna29,740$8.98M2.06%+29,740New
Caisse de Depot Et Placement du Quebec32,200$9.72M0.02%+32,200New
Morgens Waterfall Vintiadis & Co Inc32,700$10.1M5.14%−1,500−4.4%Reduced
One01 Capital, LP33,452$10.1M3.40%+33,452New
Mirae Asset Global Investments Co., Ltd.33,541$10.1M0.03%+27,059+417.4%Added
Amundi33,787$10.2M0.01%+33,787New
Envestnet Asset Management Inc34,475$10.4M0.01%+1,314+4.0%Added
Voya Investment Management LLC34,670$10.5M0.02%+9,406+37.2%Added
Balyasny Asset Management LLC34,963$10.6M0.06%+34,963New
No Street GP LP35,000$10.6M1.66%00.0%Unchanged
State of Wisconsin Investment Board35,329$10.7M0.02%+3,833+12.2%Added
Truist Financial Corp35,429$10.7M0.02%+935+2.7%Added
Citigroup Inc36,245$10.9M0.01%−48,769−57.4%Reduced
Storebrand Asset Management AS37,066$11.2M0.05%−711−1.9%Reduced
General Equity Holdings LP37,951$11.5M6.61%+7,951+26.5%Added
Alliancebernstein L.P.39,592$11.9M0.00%+7,992+25.3%Added
Rip Road Capital Partners LP42,021$12.7M3.43%−34,580−45.1%Reduced
State of New Jersey Common Pension Fund D42,121$12.7M0.04%+3,923+10.3%Added
Public Employees Retirement System of Ohio44,027$13.3M0.05%+13,875+46.0%Added
Cubist Systematic Strategies, LLC45,581$13.8M0.16%+28,872+172.8%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main47,780$14.4M0.02%+2,300+5.1%Added
Nippon Life Global Investors Americas, Inc.48,460$14.6M0.73%−2,510−4.9%Reduced
Teachers Retirement System of the State of Kentucky53,514$16.2M0.15%+1,150+2.2%Added
Crestwood Capital Management, L.P.55,564$16.8M6.50%+229+0.4%Added
Landscape Capital Management, L.L.C.56,773$17.1M2.10%+42,272+291.5%Added
BIT Capital GmbH56,910$17.2M1.01%+56,910New
Dimensional Fund Advisors LP57,081$17.2M0.01%−7,248−11.3%Reduced
Raymond James & Associates57,805$17.4M0.02%−4,091−6.6%Reduced
Great West Life Assurance Co59,304$17.9M0.04%+12,355+26.3%Added
Anabranch Capital Management, LP63,113$19.0M11.74%+19,552+44.9%Added
Marshall Wace North America L.P.63,721$19.2M0.08%+714+1.1%Added
Credit Suisse AG65,653$19.8M0.02%+9,062+16.0%Added
Blueshift Asset Management, LLC66,117$20.0M1.09%+49,718+303.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.67,497$20.4M0.11%+10,304+18.0%Added
Barclays PLC69,017$20.8M0.02%+8,690+14.4%Added
Rhumbline Advisers71,755$21.7M0.03%+16,005+28.7%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management76,833$23.2M0.81%+63,133+460.8%Added
Atika Capital Management LLC80,900$24.4M2.02%00.0%Unchanged
Canada Pension Plan Investment Board88,400$26.7M0.03%+88,400New
Penserra Capital Management LLC89,339$27.0M0.49%−60,233−40.3%Reduced
Voloridge Investment Management, LLC90,340$27.3M0.19%+90,340New
State Board of Administration of Florida Retirement System90,650$27.4M0.05%+17,160+23.4%Added
Oakcliff Capital Partners, LP91,428$27.6M11.89%00.0%Unchanged
New York State Common Retirement Fund98,086$29.6M0.03%+32,486+49.5%Added
Neuberger Berman Group LLC99,974$30.0M0.03%−8,838−8.1%Reduced
National Pension Service100,997$30.5M0.06%00.0%Unchanged
Hitchwood Capital Management LP105,000$31.7M1.07%+56,000+114.3%Added
Parametric Portfolio Associates LLC105,311$31.8M0.02%+10,635+11.2%Added
SQN Investors LP106,418$32.1M1.74%+106,418New
Holocene Advisors, LP108,972$32.9M0.20%+38,797+55.3%Added
Chicago Capital, LLC109,085$32.9M1.29%−2,238−2.0%Reduced
Brightlight Capital Management LP126,500$38.2M13.69%00.0%Unchanged
Moore Capital Management, LP132,217$39.9M0.73%+132,217New
Clough Capital Partners L P133,049$40.2M2.25%+65,185+96.1%Added
JS Capital Management LLC134,500$40.6M1.96%−18,000−11.8%Reduced
California State Teachers Retirement System138,615$41.8M0.05%+33,039+31.3%Added
Lansing Management LP146,402$44.2M26.79%+820+0.6%Added
Eminence Capital, LP147,186$44.4M0.55%+147,186New
Allianz Asset Management GmbH150,202$45.3M0.04%+148,219+7,474.5%Added
Crosslink Capital Inc157,714$47.6M7.87%−27,190−14.7%Reduced
Frontier Capital Management Co LLC161,190$48.6M0.36%−20,859−11.5%Reduced
Blair William & Co163,318$49.3M0.17%−1,851−1.1%Reduced
Point72 Asset Management, L.P.163,529$49.4M0.25%−22,322−12.0%Reduced
Selkirk Management LLC166,220$50.2M18.24%−15,000−8.3%Reduced
Squarepoint Ops LLC166,482$50.2M0.37%+137,157+467.7%Added
EMS Capital LP171,461$51.8M4.08%+1,951+1.2%Added
California Public Employees Retirement System171,600$51.8M0.04%+39,649+30.0%Added
Marshall Wace, LLP179,851$54.3M0.29%−24,703−12.1%Reduced
Bank of Nova Scotia187,609$56.6M0.11%+187,609New
Charles Schwab Investment Management Inc190,420$57.5M0.02%+11,896+6.7%Added
Sumitomo Mitsui Trust Holdings, Inc.209,109$63.1M0.04%+11,826+6.0%Added
Wells Fargo & Company215,990$65.2M0.01%−99,044−31.4%Reduced
Deutsche Bank AG222,558$67.2M0.03%+9,243+4.3%Added
Bank of New York Mellon Corp226,052$68.2M0.01%+38,287+20.4%Added
UBS Asset Management Americas Inc229,080$69.1M0.03%+50,849+28.5%Added
Citadel Advisors LLC250,259$75.5M0.08%−51,827−17.2%Reduced
American Century Companies Inc251,163$75.8M0.05%+2,385+1.0%Added
Newbrook Capital Advisors LP253,377$76.5M5.16%+91,592+56.6%Added
Steadview Capital Management LLC282,949$85.4M7.41%+15,200+5.7%Added
Grosvenor Holdings, L.L.C.283,538$85.6M8.50%−79,745−22.0%Reduced
3G Capital Partners LP285,000$86.0M22.22%+52,700+22.7%Added
Thrivent Financial for Lutherans285,168$86.1M0.18%+62,405+28.0%Added
Swiss National Bank287,405$86.7M0.05%+43,105+17.6%Added
Nuveen Asset Management, LLC292,063$88.2M0.03%+33,064+12.8%Added
Maverick Capital LtdSuperinvestorMaverick Capital311,904$94.1M0.89%+311,395+61,177.8%Added
First Trust Advisors LP313,952$94.7M0.10%+36,485+13.1%Added
Assenagon Asset Management S.A.328,349$99.1M0.43%+240,435+273.5%Added
D. E. Shaw & Co., Inc.337,848$102.0M0.12%−544,817−61.7%Reduced
Mitsubishi UFJ Trust & Banking Corp348,293$105.1M0.22%+36,401+11.7%Added
Invesco Ltd.354,213$106.9M0.03%+128,749+57.1%Added
Sachem Head Capital Management LP360,000$108.7M2.81%+185,000+105.7%Added