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, Q4 2021
Institutional positions in Carvana Co. as of Dec 31, 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
- 422
- −10 vs. Q3 2021
- Shares held
- 104.7M
- +8.06M (+8.3%) vs. Q3 2021
- Total value
- $24.3B
- −$4.88B (−16.8%) vs. Q3 2021
- New holders
- 85
- 155 more added
- Sold out
- 95
- 126 more reduced
10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 13,439,264 | $3.12B | 0.28% | +350,017+2.7% | Added |
| Baillie Gifford & Co | 9,655,855 | $2.24B | 1.23% | +1,937,812+25.1% | Added |
| FMR LLC | 9,290,620 | $2.15B | 0.16% | +2,526,948+37.4% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 7,262,905 | $1.68B | 3.66% | +1,114,928+18.1% | Added |
| Morgan Stanley | 5,445,493 | $1.26B | 0.16% | −20,054−0.4% | Reduced |
| Vanguard Group Inc | 4,971,881 | $1.15B | 0.03% | +64,843+1.3% | Added |
| BlackRock Inc. | 4,324,029 | $1.00B | 0.03% | −79,643−1.8% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 4,211,082 | $976.1M | 5.90% | +1,841,141+77.7% | Added |
| Citigroup Inc | 3,750,961 | $869.4M | 0.79% | +3,686,092+5,682.4% | Added |
| Spruce House Investment Management LLC | 3,750,000 | $869.2M | 27.26% | 00.0% | Unchanged |
| CAS Investment Partners, LLC | 3,314,303 | $768.2M | 40.09% | +9,275+0.3% | Added |
| Whale Rock Capital Management LLC | 2,347,595 | $544.1M | 4.60% | +1,472,867+168.4% | Added |
| State Street Corp | 1,617,271 | $374.9M | 0.02% | +35,190+2.2% | Added |
| JPMorgan Chase & Co | 1,466,529 | $339.9M | 0.04% | −75,655−4.9% | Reduced |
| Capital World Investors | 1,455,412 | $337.4M | 0.05% | +468,006+47.4% | Added |
| KPS Global Asset Management UK Ltd | 1,240,000 | $287.4M | 44.79% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 1,196,974 | $277.4M | 0.51% | −44,319−3.6% | Reduced |
| TD Asset Management Inc | 1,125,002 | $260.8M | 0.22% | +549,480+95.5% | Added |
| Luxor Capital Group, LP | 1,020,262 | $236.5M | 6.92% | +351,798+52.6% | Added |
| Geode Capital Management, LLC | 990,470 | $229.2M | 0.03% | +49,762+5.3% | Added |
| Pelham Capital Ltd. | 884,568 | $205.0M | 11.63% | +181,350+25.8% | Added |
| Alua Capital Management LP | 811,373 | $188.1M | 10.28% | 00.0% | Unchanged |
| Goodnow Investment Group, LLC | 805,448 | $186.7M | 15.78% | +28,643+3.7% | Added |
| Marshall Wace, LLP | 717,824 | $166.4M | 0.33% | +578,900+416.7% | Added |
| Gilder Gagnon Howe & Co LLC | 651,331 | $151.0M | 0.86% | −523,688−44.6% | Reduced |
| Sculptor Capital LP | 600,355 | $139.2M | 1.26% | +63,936+11.9% | Added |
| 683 Capital Management, LLC | 600,000 | $139.1M | 6.62% | +55,000+10.1% | Added |
| UBS Asset Management Americas Inc | 595,368 | $138.0M | 0.05% | +74,681+14.3% | Added |
| Goldman Sachs Group Inc | 532,194 | $123.4M | 0.03% | +62,891+13.4% | Added |
| Jennison Associates LLC | 527,413 | $122.2M | 0.08% | −3,408,141−86.6% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 522,127 | $121.0M | 4.40% | +384,890+280.5% | Added |
| Northern Trust Corp | 487,482 | $113.0M | 0.02% | −35,236−6.7% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 470,994 | $109.2M | 1.32% | +160,767+51.8% | Added |
| 3G Capital Partners LP | 455,000 | $105.5M | 22.40% | +160,000+54.2% | Added |
| Clearbridge Investments, LLC | 453,233 | $105.1M | 0.07% | +35,011+8.4% | Added |
| Suvretta Capital Management, LLC | 427,807 | $99.2M | 1.92% | −51,336−10.7% | Reduced |
| Antipodean Advisors LLC | 405,000 | $93.9M | 38.54% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 400,731 | $92.9M | 0.19% | +79,135+24.6% | Added |
| Fred Alger Management, LLC | 393,797 | $91.3M | 0.23% | +69,975+21.6% | Added |
| Grosvenor Holdings, L.L.C. | 370,135 | $85.8M | 8.87% | +224,700+154.5% | Added |
| Sachem Head Capital Management LP | 370,000 | $85.8M | 2.02% | +370,000 | New |
| Legal & General Group Plc | 369,585 | $85.7M | 0.03% | −15,123−3.9% | Reduced |
| Southpoint Capital Advisors LP | 350,000 | $81.1M | 1.56% | −50,000−12.5% | Reduced |
| Bank of America Corp | 337,226 | $78.2M | 0.01% | +875+0.3% | Added |
| American Century Companies Inc | 296,926 | $68.8M | 0.04% | +45,715+18.2% | Added |
| Natixis | 291,561 | $67.6M | 0.23% | −8,494−2.8% | Reduced |
| Swiss National Bank | 289,105 | $67.0M | 0.04% | +1,000+0.3% | Added |
| Steadview Capital Management LLC | 288,355 | $66.8M | 6.25% | +5,406+1.9% | Added |
| Thrivent Financial for Lutherans | 277,129 | $64.2M | 0.12% | −5,445−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 258,733 | $60.0M | 0.02% | +8,724+3.5% | Added |
| Bank of New York Mellon Corp | 248,510 | $57.6M | 0.01% | −12,799−4.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 244,079 | $56.6M | 0.03% | +38,015+18.4% | Added |
| Nuveen Asset Management, LLC | 214,920 | $49.8M | 0.01% | −23,121−9.7% | Reduced |
| Royal Bank of Canada | 213,119 | $49.4M | 0.01% | +191,103+868.0% | Added |
| SQN Investors LP | 212,482 | $49.3M | 3.22% | +39,552+22.9% | Added |
| HSBC Holdings PLC | 189,151 | $43.0M | 0.05% | +172,446+1,032.3% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 183,733 | $42.6M | 1.58% | 00.0% | Unchanged |
| EMS Capital LP | 171,525 | $39.8M | 4.22% | +57,264+50.1% | Added |
| Blair William & Co | 166,530 | $38.6M | 0.12% | +2,119+1.3% | Added |
| Squarepoint Ops LLC | 154,746 | $35.9M | 0.17% | −32,036−17.2% | Reduced |
| California Public Employees Retirement System | 150,949 | $35.0M | 0.02% | −5,309−3.4% | Reduced |
| Providence Equity Partners L.L.C. | 150,650 | $34.9M | 1.00% | +150,650 | New |
| Lansing Management LP | 148,897 | $34.5M | 20.82% | 00.0% | Unchanged |
| Deutsche Bank AG | 145,845 | $33.8M | 0.02% | −55,412−27.5% | Reduced |
| Citadel Advisors LLC | 139,809 | $32.4M | 0.03% | −35,792−20.4% | Reduced |
| California State Teachers Retirement System | 135,565 | $31.4M | 0.04% | +4,218+3.2% | Added |
| BNP Paribas Arbitrage, SA | 134,098 | $31.1M | 0.07% | +116,736+672.4% | Added |
| RV Capital GmbH | 133,035 | $30.8M | 7.98% | +133,035 | New |
| Schusterman Interests, LLC | 130,000 | $30.1M | 13.01% | +130,000 | New |
| Frontier Capital Management Co LLC | 129,739 | $30.1M | 0.24% | −19,512−13.1% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 125,000 | $29.0M | 1.99% | +125,000 | New |
| Crosslink Capital Inc | 123,813 | $28.7M | 4.54% | −1,948−1.5% | Reduced |
| JS Capital Management LLC | 120,000 | $27.8M | 1.26% | +57,500+92.0% | Added |
| Brightlight Capital Management LP | 119,900 | $27.8M | 11.12% | 00.0% | Unchanged |
| First Trust Advisors LP | 115,240 | $26.7M | 0.03% | −168,532−59.4% | Reduced |
| National Pension Service | 111,489 | $25.8M | 0.05% | +11,462+11.5% | Added |
| Wells Fargo & Company | 110,410 | $25.6M | 0.01% | −112,398−50.4% | Reduced |
| Parametric Portfolio Associates LLC | 105,840 | $24.5M | 0.01% | −13,018−11.0% | Reduced |
| Chicago Capital, LLC | 104,110 | $24.1M | 0.90% | −3,374−3.1% | Reduced |
| Barclays PLC | 100,649 | $23.3M | 0.01% | +32,749+48.2% | Added |
| Scge Management, L.P. | 99,000 | $22.9M | 0.26% | +89,000+890.0% | Added |
| New York State Common Retirement Fund | 98,578 | $22.8M | 0.02% | +492+0.5% | Added |
| Selkirk Management LLC | 96,420 | $22.3M | 11.95% | −69,800−42.0% | Reduced |
| Oakcliff Capital Partners, LP | 91,428 | $21.2M | 9.68% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 89,539 | $20.8M | 0.04% | −132−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78,260 | $18.8M | 0.07% | +629+0.8% | Added |
| Anabranch Capital Management, LP | 80,438 | $18.6M | 10.57% | +17,325+27.5% | Added |
| Neuberger Berman Group LLC | 80,743 | $18.6M | 0.01% | +5,969+8.0% | Added |
| Clough Capital Partners L P | 79,969 | $18.5M | 1.24% | −19,430−19.5% | Reduced |
| Credit Suisse AG | 77,874 | $18.1M | 0.01% | +6,680+9.4% | Added |
| Jane Street Group, LLC | 75,933 | $17.6M | 0.03% | +65,147+604.0% | Added |
| Rhumbline Advisers | 72,812 | $16.9M | 0.02% | +2,373+3.4% | Added |
| Invesco Ltd. | 72,418 | $16.8M | 0.00% | −385,249−84.2% | Reduced |
| Assenagon Asset Management S.A. | 71,073 | $16.5M | 0.06% | −5,580−7.3% | Reduced |
| Great West Life Assurance Co | 68,283 | $15.8M | 0.03% | +3,371+5.2% | Added |
| PB Investment Partners, L.P. | 64,051 | $14.8M | 11.54% | +64,051 | New |
| Crestwood Capital Management, L.P. | 63,609 | $14.7M | 6.60% | +4,806+8.2% | Added |
| Janus Henderson Group PLC | 62,022 | $14.4M | 0.01% | +51,339+480.6% | Added |
| Holocene Advisors, LP | 61,149 | $14.2M | 0.08% | +27,351+80.9% | Added |
| Norges Bank | 59,835 | $13.9M | 0.00% | −498,680−89.3% | Reduced |