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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
Duquesne Family Office LLCSuperinvestorDuquesne Family Office361,906$109.2M2.71%+148,039+69.2%Added
Legal & General Group Plc380,819$114.9M0.04%+88,284+30.2%Added
Fred Alger Management, LLC391,128$118.0M0.28%+53,278+15.8%Added
Antipodean Advisors LLC405,000$122.2M33.66%00.0%Unchanged
Renaissance Technologies LLC441,900$133.4M0.17%+153,200+53.1%Added
Southpoint Capital Advisors LP450,000$135.8M2.35%−175,000−28.0%Reduced
Suvretta Capital Management, LLC479,643$144.8M2.17%+1,853+0.4%Added
Goldman Sachs Group Inc483,499$145.9M0.04%−142,707−22.8%Reduced
Northern Trust Corp494,122$149.1M0.03%+26,953+5.8%Added
Bank of America Corp502,323$151.6M0.02%+158,598+46.1%Added
TD Asset Management Inc459,472$155.1M0.16%+260,220+130.6%Added
Clearbridge Investments, LLC524,483$158.3M0.11%−85,642−14.0%Reduced
Sculptor Capital LP530,045$160.0M1.39%+150,229+39.6%Added
Norges Bank586,991$177.2M0.04%+185,152+46.1%Added
683 Capital Management, LLC600,000$181.1M8.99%00.0%Unchanged
Franklin Resources Inc658,073$198.6M0.08%+144,326+28.1%Added
Pelham Capital Ltd.662,441$199.9M11.82%+79,240+13.6%Added
Luxor Capital Group, LP743,307$224.3M5.71%+357,568+92.7%Added
Geode Capital Management, LLC792,174$238.7M0.03%+97,343+14.0%Added
Alua Capital Management LP811,373$244.9M12.89%+40,000+5.2%Added
Goodnow Investment Group, LLC860,437$259.7M21.78%+46,168+5.7%Added
Whale Rock Capital Management LLC874,728$264.0M1.72%−225,574−20.5%Reduced
Capital World Investors987,296$298.0M0.05%+51,067+5.5%Added
Gilder Gagnon Howe & Co LLC1,196,101$361.0M1.77%−194,252−14.0%Reduced
Sands Capital Management, LLC1,250,492$377.4M0.64%+1,250,492New
KPS Global Asset Management UK Ltd1,331,017$401.7M48.08%−18,983−1.4%Reduced
State Street Corp1,522,970$459.7M0.02%+372,148+32.3%Added
JPMorgan Chase & Co1,798,199$542.7M0.07%−197,604−9.9%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital2,142,309$646.6M2.08%−265,900−11.0%Reduced
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners2,672,035$806.5M5.27%+672,709+33.6%Added
CAS Investment Partners, LLC3,305,028$997.5M42.43%00.0%Unchanged
Spruce House Investment Management LLC3,963,463$1.20B28.48%00.0%Unchanged
Jennison Associates LLC4,044,129$1.22B0.81%−1,066,894−20.9%Reduced
BlackRock Inc.4,231,861$1.28B0.04%+316,844+8.1%Added
Vanguard Group Inc4,513,236$1.36B0.03%−934,161−17.1%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management6,355,107$1.92B3.57%+342,200+5.7%Added
Morgan Stanley6,570,893$1.98B0.26%+50,682+0.8%Added
FMR LLC6,777,631$2.05B0.16%+397,987+6.2%Added
Price T Rowe Associates Inc7,622,127$2.30B0.21%+365,024+5.0%Added
Baillie Gifford & Co7,806,561$2.36B1.15%+1,569,995+25.2%Added
Harel Insurance Investments & Financial Services Ltd.407––−593−59.3%Reduced
Third Point LLCSuperinvestorThird Point0$00.00%−400,000−100.0%Sold out
Winslow Capital Management, LLC0$00.00%−284,677−100.0%Sold out
Lord, Abbett & Co. LLC0$00.00%−184,582−100.0%Sold out
Group One Trading, L.P.0$00.00%−117,732−100.0%Sold out
Honeycomb Asset Management LP0$00.00%−100,000−100.0%Sold out
Millennium Management LLC0$00.00%−92,220−100.0%Sold out
First Republic Investment Management, Inc.0$00.00%−65,736−100.0%Sold out
Samlyn Capital, LLC0$00.00%−58,996−100.0%Sold out
Parallax Volatility Advisers, L.P.0$00.00%−49,116−100.0%Sold out
HRT Financial LP0$00.00%−24,495−100.0%Sold out
Capula Management Ltd0$00.00%−20,725−100.0%Sold out
Arrow Capital Management, LLC0$00.00%−20,000−100.0%Sold out
Worldquant Millennium Advisors LLC0$00.00%−19,881−100.0%Sold out
Soros Capital Management LLC0$00.00%−18,800−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−15,000−100.0%Sold out
Alight Capital Management LP0$00.00%−15,000−100.0%Sold out
Junson Asset Management (Hong Kong) Ltd0$00.00%−12,000−100.0%Sold out
DnB Asset Management AS0$00.00%−12,167−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−9,528−100.0%Sold out
Caas Capital Management LP0$00.00%−8,672−100.0%Sold out
Duality Advisers, LP0$00.00%−8,571−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−8,549−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−6,459−100.0%Sold out
Ensign Peak Advisors, Inc0$00.00%−6,265−100.0%Sold out
Walleye Trading LLC0$00.00%−5,510−100.0%Sold out
Two Sigma Investments, LP0$00.00%−5,374−100.0%Sold out
Blue Rock Advisors, LLC0$00.00%−5,291−100.0%Sold out
Wolverine Trading, LLC0$00.00%−5,275−100.0%Sold out
Ibex Investors LLC0$00.00%−4,717−100.0%Sold out
IAM Advisory, LLC0$00.00%−4,199−100.0%Sold out
Prospera Financial Services Inc0$00.00%−4,164−100.0%Sold out
Okabena Investment Services Inc0$00.00%−4,022−100.0%Sold out
Old Well Partners, LLC0$00.00%−3,507−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−3,217−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−2,776−100.0%Sold out
Ci Investments Inc.0$00.00%−2,677−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−2,600−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−2,224−100.0%Sold out
Gotham Asset Management, LLC0$00.00%−1,631−100.0%Sold out
Dymon Asia Capital (Singapore) Pte. Ltd.0$00.00%−1,593−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,495−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−1,478−100.0%Sold out
Weld Capital Management LLC0$00.00%−1,425−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−1,087−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−1,033−100.0%Sold out
Creative Planning0$00.00%−990−100.0%Sold out
FDx Advisors, Inc.0$00.00%−948−100.0%Sold out
XTX Topco Ltd0$00.00%−924−100.0%Sold out
We Are One Seven, LLC0$00.00%−837−100.0%Sold out
Banco Bilbao Vizcaya Argentaria, S.A.0$00.00%−1,873−100.0%Sold out
Allstate Corp0$00.00%−820−100.0%Sold out
HM Payson & Co0$00.00%−670−100.0%Sold out
CSS LLC0$00.00%−500−100.0%Sold out
Sowell Financial Services LLC0$00.00%−439−100.0%Sold out
NuWave Investment Management, LLC0$00.00%−394−100.0%Sold out
Allred Capital Management, LLC0$00.00%−281−100.0%Sold out
Zions Bancorporation, N.A.0$00.00%−277−100.0%Sold out
Heritage Wealth Advisors0$00.00%−200−100.0%Sold out
Grandview Asset Management LLC0$00.00%−193−100.0%Sold out