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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, Q3 2021

Institutional positions in Carvana Co. as of Sep 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
442
+3 vs. Q2 2021
Shares held
96.9M
+2.68M (+2.8%) vs. Q2 2021
Total value
$29.2B
+$760.2M (+2.7%) vs. Q2 2021
New holders
63
140 more added
Sold out
60
168 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 442 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 heldQ3 2021: $29.2B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q2 2021.

Institutions holding CVNA in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Handelsbanken Fonder AB21,141$6.38M0.03%00.0%Unchanged
Swedbank AB21,687$6.54M0.01%00.0%Unchanged
Ameriprise Financial Inc21,984$6.63M0.00%+8,651+64.9%Added
Royal Bank of Canada22,016$6.64M0.00%+1,220+5.9%Added
Maplelane Capital, LLC22,175$6.69M0.47%+22,175New
Taylor Frigon Capital Management LLC22,806$6.88M2.22%−55−0.2%Reduced
First Republic Investment Management, Inc.22,990$6.93M0.02%+22,990New
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund23,411$7.06M0.07%−489−2.0%Reduced
Aviva PLC23,601$7.12M0.03%−1,218−4.9%Reduced
Pictet Asset Management SA23,802$7.18M0.01%+23,802New
Graham Capital Management, L.P.23,818$7.18M0.43%+23,818New
Two Sigma Investments, LP24,774$7.47M0.02%+24,774New
Covey Capital Advisors, LLC25,293$7.63M6.09%––
General Equity Holdings LP25,451$7.67M6.04%−12,500−32.9%Reduced
SEI Investments Co25,467$7.80M0.02%−2,655−9.4%Reduced
Treasurer of the State of North Carolina27,779$8.38M0.05%+329+1.2%Added
Royal London Asset Management Ltd28,253$8.53M0.03%00.0%Unchanged
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna28,870$8.71M2.15%−870−2.9%Reduced
Natixis Advisors, L.P.30,470$9.19M0.04%+11,452+60.2%Added
Asset Management One Co.,Ltd.31,288$9.43M0.04%+2,327+8.0%Added
Voya Investment Management LLC31,618$9.53M0.02%−3,052−8.8%Reduced
Morgens Waterfall Vintiadis & Co Inc32,200$9.71M5.01%−500−1.5%Reduced
One01 Capital, LP33,452$10.1M3.54%00.0%Unchanged
Holocene Advisors, LP33,798$10.2M0.06%−75,174−69.0%Reduced
Truist Financial Corp34,765$10.5M0.02%−664−1.9%Reduced
No Street GP LP35,000$10.6M1.78%00.0%Unchanged
Storebrand Asset Management AS37,129$11.2M0.05%+63+0.2%Added
Scopus Asset Management, L.P.37,500$11.3M0.28%+37,500New
State of Wisconsin Investment Board38,513$11.6M0.02%+3,184+9.0%Added
Envestnet Asset Management Inc38,982$11.8M0.01%+4,507+13.1%Added
Alliancebernstein L.P.40,092$12.1M0.00%+500+1.3%Added
State of New Jersey Common Pension Fund D42,941$12.9M0.04%+820+1.9%Added
Public Employees Retirement System of Ohio43,058$13.0M0.05%−969−2.2%Reduced
Amundi43,861$13.2M0.01%+10,074+29.8%Added
Nippon Life Global Investors Americas, Inc.47,100$14.2M0.74%−1,360−2.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main47,780$14.4M0.02%00.0%Unchanged
Hitchwood Capital Management LP50,000$15.1M0.53%−55,000−52.4%Reduced
Raymond James & Associates50,098$15.1M0.01%−7,707−13.3%Reduced
Teachers Retirement System of the State of Kentucky51,614$15.6M0.15%−1,900−3.6%Reduced
UBS Group AG54,322$16.4M0.01%+24,935+84.9%Added
Dimensional Fund Advisors LP56,939$17.2M0.01%−142−0.2%Reduced
Crestwood Capital Management, L.P.58,803$17.7M7.38%+3,239+5.8%Added
Bridgewater Associates, LP58,982$17.8M0.10%+41,695+241.2%Added
JS Capital Management LLC62,500$18.8M1.12%−72,000−53.5%Reduced
Anabranch Capital Management, LP63,113$19.0M10.92%00.0%Unchanged
Citigroup Inc64,869$19.6M0.02%+28,624+79.0%Added
Great West Life Assurance Co64,912$19.7M0.05%+5,608+9.5%Added
Moore Capital Management, LP67,594$20.4M0.41%−64,623−48.9%Reduced
Barclays PLC67,900$20.5M0.01%−1,117−1.6%Reduced
Rhumbline Advisers70,439$21.2M0.03%−1,316−1.8%Reduced
Credit Suisse AG71,194$21.5M0.02%+5,541+8.4%Added
Penserra Capital Management LLC73,381$22.1M0.46%−15,958−17.9%Reduced
Neuberger Berman Group LLC74,774$22.4M0.02%−25,200−25.2%Reduced
Assenagon Asset Management S.A.76,653$23.1M0.10%−251,696−76.7%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.77,631$23.4M0.12%+10,134+15.0%Added
Atika Capital Management LLC80,000$24.1M1.72%−900−1.1%Reduced
Caisse de Depot Et Placement du Quebec82,200$24.8M0.05%+50,000+155.3%Added
State Board of Administration of Florida Retirement System89,671$27.0M0.05%−979−1.1%Reduced
Oakcliff Capital Partners, LP91,428$27.6M12.21%00.0%Unchanged
New York State Common Retirement Fund98,086$29.6M0.03%00.0%Unchanged
Clough Capital Partners L P99,399$30.0M1.86%−33,650−25.3%Reduced
National Pension Service100,027$30.2M0.06%−970−1.0%Reduced
Chicago Capital, LLC107,484$32.4M1.23%−1,601−1.5%Reduced
EMS Capital LP114,261$34.5M3.05%−57,200−33.4%Reduced
Parametric Portfolio Associates LLC118,858$35.8M0.02%+13,547+12.9%Added
Brightlight Capital Management LP119,900$36.2M15.48%−6,600−5.2%Reduced
Crosslink Capital Inc125,761$37.9M6.85%−31,953−20.3%Reduced
California State Teachers Retirement System131,347$39.6M0.05%−7,268−5.2%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office137,237$41.4M1.35%−224,669−62.1%Reduced
Marshall Wace, LLP138,924$41.9M0.21%−40,927−22.8%Reduced
Grosvenor Holdings, L.L.C.145,435$43.9M5.37%−138,103−48.7%Reduced
Lansing Management LP148,897$44.9M26.34%+2,495+1.7%Added
Frontier Capital Management Co LLC149,251$45.0M0.35%−11,939−7.4%Reduced
California Public Employees Retirement System156,258$47.1M0.04%−15,342−8.9%Reduced
Newbrook Capital Advisors LP156,677$47.2M3.44%−96,700−38.2%Reduced
Blair William & Co164,411$49.6M0.17%+1,093+0.7%Added
Selkirk Management LLC166,220$50.1M20.41%00.0%Unchanged
SQN Investors LP172,930$52.1M2.81%+66,512+62.5%Added
Citadel Advisors LLC175,601$53.0M0.06%−74,658−29.8%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management183,733$55.4M2.24%+106,900+139.1%Added
Squarepoint Ops LLC186,782$56.3M0.39%+20,300+12.2%Added
Deutsche Bank AG201,257$60.7M0.03%−21,301−9.6%Reduced
Sumitomo Mitsui Trust Holdings, Inc.206,064$62.1M0.04%−3,045−1.5%Reduced
Wells Fargo & Company222,808$67.2M0.02%+6,818+3.2%Added
Nuveen Asset Management, LLC238,041$71.8M0.02%−54,022−18.5%Reduced
Charles Schwab Investment Management Inc250,009$75.4M0.02%+59,589+31.3%Added
American Century Companies Inc251,211$75.8M0.05%+480.0%Added
Marshall Wace North America L.P.256,518$77.4M0.33%+192,797+302.6%Added
Bank of New York Mellon Corp261,309$78.8M0.02%+35,257+15.6%Added
Group One Trading, L.P.270,379$81.5M1.78%+270,379New
Thrivent Financial for Lutherans282,574$85.2M0.17%−2,594−0.9%Reduced
Steadview Capital Management LLC282,949$85.3M6.83%00.0%Unchanged
First Trust Advisors LP283,772$85.6M0.09%−30,180−9.6%Reduced
Lord, Abbett & Co. LLC284,478$85.8M0.21%+284,478New
Swiss National Bank288,105$86.9M0.06%+700+0.2%Added
3G Capital Partners LP295,000$89.0M19.34%+10,000+3.5%Added
Natixis300,055$90.5M0.31%+297,077+9,975.7%Added
Maverick Capital LtdSuperinvestorMaverick Capital310,227$93.5M1.03%−1,677−0.5%Reduced
Mitsubishi UFJ Trust & Banking Corp321,596$97.0M0.21%−26,697−7.7%Reduced
Fred Alger Management, LLC323,822$97.6M0.23%−67,306−17.2%Reduced