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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
Marshall Wace North America L.P.63,721$19.2M0.08%+714+1.1%Added
Anabranch Capital Management, LP63,113$19.0M11.74%+19,552+44.9%Added
Great West Life Assurance Co59,304$17.9M0.04%+12,355+26.3%Added
Raymond James & Associates57,805$17.4M0.02%−4,091−6.6%Reduced
Dimensional Fund Advisors LP57,081$17.2M0.01%−7,248−11.3%Reduced
BIT Capital GmbH56,910$17.2M1.01%+56,910New
Landscape Capital Management, L.L.C.56,773$17.1M2.10%+42,272+291.5%Added
Crestwood Capital Management, L.P.55,564$16.8M6.50%+229+0.4%Added
Teachers Retirement System of the State of Kentucky53,514$16.2M0.15%+1,150+2.2%Added
Nippon Life Global Investors Americas, Inc.48,460$14.6M0.73%−2,510−4.9%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main47,780$14.4M0.02%+2,300+5.1%Added
Cubist Systematic Strategies, LLC45,581$13.8M0.16%+28,872+172.8%Added
Public Employees Retirement System of Ohio44,027$13.3M0.05%+13,875+46.0%Added
State of New Jersey Common Pension Fund D42,121$12.7M0.04%+3,923+10.3%Added
Rip Road Capital Partners LP42,021$12.7M3.43%−34,580−45.1%Reduced
Alliancebernstein L.P.39,592$11.9M0.00%+7,992+25.3%Added
General Equity Holdings LP37,951$11.5M6.61%+7,951+26.5%Added
Storebrand Asset Management AS37,066$11.2M0.05%−711−1.9%Reduced
Citigroup Inc36,245$10.9M0.01%−48,769−57.4%Reduced
Truist Financial Corp35,429$10.7M0.02%+935+2.7%Added
State of Wisconsin Investment Board35,329$10.7M0.02%+3,833+12.2%Added
No Street GP LP35,000$10.6M1.66%00.0%Unchanged
Balyasny Asset Management LLC34,963$10.6M0.06%+34,963New
Voya Investment Management LLC34,670$10.5M0.02%+9,406+37.2%Added
Envestnet Asset Management Inc34,475$10.4M0.01%+1,314+4.0%Added
Amundi33,787$10.2M0.01%+33,787New
Mirae Asset Global Investments Co., Ltd.33,541$10.1M0.03%+27,059+417.4%Added
One01 Capital, LP33,452$10.1M3.40%+33,452New
Morgens Waterfall Vintiadis & Co Inc32,700$10.1M5.14%−1,500−4.4%Reduced
Caisse de Depot Et Placement du Quebec32,200$9.72M0.02%+32,200New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna29,740$8.98M2.06%+29,740New
UBS Group AG29,387$8.87M0.00%−30,210−50.7%Reduced
Asset Management One Co.,Ltd.28,961$8.74M0.03%+496+1.7%Added
Berylson Capital Partners, LLC28,900$8.72M1.93%+28,900New
Emerson Point Capital LP28,869$8.71M1.28%−57,142−66.4%Reduced
SEI Investments Co28,122$8.56M0.02%−29,195−50.9%Reduced
Royal London Asset Management Ltd28,253$8.53M0.03%+7,534+36.4%Added
1832 Asset Management L.P.27,800$8.37M0.02%+27,800New
Qube Research & Technologies Ltd27,699$8.36M0.10%+27,699New
Treasurer of the State of North Carolina27,450$8.29M0.05%+5,780+26.7%Added
Covey Capital Advisors, LLC–$8.04M6.05%––
SG Americas Securities, LLC26,364$7.96M0.04%+17,591+200.5%Added
Aviva PLC24,819$7.49M0.03%+6,114+32.7%Added
Platinum Investment Management Ltd24,770$7.48M0.17%−5,137−17.2%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund23,900$7.21M0.07%+2,400+11.2%Added
Pictet Asset Management Ltd23,064$6.96M0.01%+1,464+6.8%Added
Taylor Frigon Capital Management LLC22,861$6.90M2.16%−1,067−4.5%Reduced
Twinbeech Capital LP22,199$6.70M0.81%+22,199New
Swedbank AB21,687$6.55M0.01%+19,840+1,074.2%Added
Handelsbanken Fonder AB21,141$6.38M0.03%+4,434+26.5%Added
AQR Capital Management LLC20,915$6.31M0.01%+7,732+58.7%Added
Royal Bank of Canada20,796$6.28M0.00%+2,891+16.1%Added
Arizona State Retirement System19,926$6.01M0.05%+1,611+8.8%Added
Engineers Gate Manager LP19,460$5.87M0.38%+10,208+110.3%Added
Natixis Advisors, L.P.19,018$5.74M0.03%+595+3.2%Added
NN Investment Partners Holdings N.V.18,334$5.53M0.03%−2,413−11.6%Reduced
Nomura Asset Management Co Ltd17,464$5.27M0.03%+221+1.3%Added
Bridgewater Associates, LP17,287$5.22M0.03%+3,115+22.0%Added
Janus Henderson Group PLC16,683$5.04M0.00%−80,956−82.9%Reduced
AMP Capital Investors Ltd16,109$4.86M0.02%+2,590+19.2%Added
Russell Investments Group, Ltd.15,864$4.79M0.01%+7,774+96.1%Added
Macquarie Group Ltd15,481$4.67M0.00%+100+0.7%Added
ETF Managers Group, LLC15,439$4.66M0.08%+15,439New
Forsta Ap-Fonden15,400$4.65M0.05%+3,200+26.2%Added
Gulf International Bank (UK) Ltd15,299$4.62M0.06%+1,125+7.9%Added
Federation des caisses Desjardins du Quebec14,801$4.46M0.05%+12,282+487.6%Added
Utah Retirement Systems14,700$4.44M0.06%+4,000+37.4%Added
Virtu Financial LLC14,527$4.38M0.43%+12,901+793.4%Added
Twin Tree Management, LP14,318$4.32M0.13%+14,318New
Cardan Capital Partners, LLC14,163$4.28M0.48%−250−1.7%Reduced
Advisors Asset Management, Inc.14,030$4.24M0.06%+734+5.5%Added
HSBC Holdings PLC13,814$4.17M0.00%−673−4.6%Reduced
USS Investment Management Ltd13,750$4.15M0.03%00.0%Unchanged
Ameriprise Financial Inc13,333$4.03M0.00%−3,366−20.2%Reduced
Principal Financial Group Inc13,126$3.96M0.00%+3,374+34.6%Added
British Columbia Investment Management Corp13,067$3.94M0.02%+2,691+25.9%Added
Delta Investment Management, LLC12,641$3.81M1.13%+32+0.3%Added
United Capital Financial Advisers, LLC12,113$3.66M0.02%−279−2.3%Reduced
Skandinaviska Enskilda Banken AB (publ)11,847$3.58M0.02%+1,243+11.7%Added
Advisor Group Holdings, Inc.11,255$3.42M0.01%+1,160+11.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,294$3.41M0.02%+594+5.6%Added
Centiva Capital, LP11,066$3.34M0.26%+11,066New
King Street Capital Management, L.P.11,000$3.32M0.27%+3,900+54.9%Added
BNP Paribas Arbitrage, SA10,833$3.27M0.01%−5,419−33.3%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd10,404$3.14M0.07%−4,100−28.3%Reduced
AE Wealth Management LLC10,118$3.05M0.03%+871+9.4%Added
Worth Venture Partners, LLC10,089$3.04M1.14%+4,906+94.7%Added
Toronto Dominion Bank10,081$3.04M0.00%+1,499+17.5%Added
LPL Financial LLC9,947$3.00M0.00%−1,238−11.1%Reduced
Birinyi Associates Inc9,900$2.99M1.04%−1,200−10.8%Reduced
Graticule Asia Macro Advisors LLC9,870$2.98M0.89%+9,870New
Oregon Public Employees Retirement Fund9,815$2.96M0.03%−630−6.0%Reduced
Raymond James Financial Services Advisors, Inc.9,331$2.82M0.01%+120+1.3%Added
Kestra Advisory Services, LLC9,117$2.75M0.03%+768+9.2%Added
Teacher Retirement System of Texas9,094$2.75M0.02%+2,600+40.0%Added
EFG Asset Management (Americas) Corp.9,053$2.73M0.51%−157−1.7%Reduced
Xponance, Inc.9,037$2.73M0.05%+3,170+54.0%Added
IFM Investors Pty Ltd9,001$2.72M0.06%+2,561+39.8%Added
Public Employees Retirement Association of Colorado8,770$2.65M0.01%00.0%Unchanged
Jane Street Group, LLC8,483$2.56M0.01%−16,739−66.4%Reduced