Skip to main content

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.

Institutional holdersQ4 2021: 422 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 heldQ4 2021: $24.3B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2021.

Institutions holding CVNA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Daiwa Securities Group Inc.3,784$877.0K0.01%+200+5.6%Added
Stifel Financial Corp3,896$904.0K0.00%−1,328−25.4%Reduced
Cinctive Capital Management LP4,000$927.0K0.04%+4,000New
D. E. Shaw & Co., Inc.4,500$1.04M0.00%−334,905−98.7%Reduced
Sumitomo Life Insurance Co4,501$1.04M0.02%−121−2.6%Reduced
Victory Capital Management Inc4,565$1.06M0.00%−28−0.6%Reduced
HRT Financial LP4,637$1.07M0.01%+4,637New
Eaton Vance Management4,798$1.11M0.00%+80+1.7%Added
Hudson Bay Capital Management LP5,000$1.16M0.01%+5,000New
Metropolitan Life Insurance Co5,197$1.20M0.02%+25+0.5%Added
Nomura Holdings Inc5,399$1.25M0.01%+3,899+259.9%Added
Cutler Group LP5,475$1.27M0.09%+2,125+63.4%Added
D.A. Davidson & Co.5,610$1.30M0.01%+110+2.0%Added
Franklin Resources Inc5,682$1.32M0.00%−655,064−99.1%Reduced
DekaBank Deutsche Girozentrale5,989$1.34M0.00%−1,298−17.8%Reduced
Prime Capital Investment Advisors, LLC5,800$1.34M0.07%00.0%Unchanged
Maryland State Retirement & Pension System5,828$1.35M0.04%00.0%Unchanged
Oak Harbor Wealth Partners, LLC6,041$1.40M0.48%+6,041New
Cambridge Investment Research Advisors, Inc.6,149$1.43M0.01%−1,351−18.0%Reduced
Raymond James Financial Services Advisors, Inc.6,154$1.43M0.00%−3,203−34.2%Reduced
Keybank National Association6,321$1.47M0.01%00.0%Unchanged
Financial Counselors Inc6,362$1.48M0.03%−83−1.3%Reduced
Standard Life Aberdeen plc6,497$1.51M0.00%+76+1.2%Added
Advisory Research Inc6,532$1.51M0.12%−1,000−13.3%Reduced
Banco Santander, S.A.6,649$1.54M0.01%+1,288+24.0%Added
Millennium Management LLC6,656$1.54M0.00%+6,656New
Advisors Asset Management, Inc.6,703$1.55M0.02%−686−9.3%Reduced
Westpac Banking Corp6,799$1.58M0.02%+1,711+33.6%Added
Amalgamated Bank6,869$1.59M0.01%+1,296+23.3%Added
Virtu Financial LLC6,997$1.62M0.17%+5,508+369.9%Added
Edmond de Rothschild Holding S.A.7,127$1.65M0.04%+628+9.7%Added
Alberta Investment Management Corp7,200$1.67M0.01%+400+5.9%Added
CIBC Asset Management Inc7,382$1.71M0.01%+451+6.5%Added
Platinum Investment Management Ltd7,396$1.71M0.05%−920−11.1%Reduced
Alpine Global Management, LLC7,398$1.72M0.25%+7,398New
Birinyi Associates Inc7,600$1.76M0.55%−2,375−23.8%Reduced
Nissay Asset Management Corp7,756$1.80M0.01%+212+2.8%Added
LPL Financial LLC8,068$1.87M0.00%−2,425−23.1%Reduced
Aperture Investors, LLC8,109$1.88M0.24%+8,109New
Blue Square Asset Management, LLC8,239$1.91M1.19%+3,365+69.0%Added
Xponance, Inc.8,754$2.03M0.03%+20.0%Added
IFM Investors Pty Ltd8,953$2.08M0.04%00.0%Unchanged
Bridgeway Capital Management, LLC9,200$2.13M0.04%+1,200+15.0%Added
Allstate Corp9,240$2.14M0.04%+9,240New
United Capital Financial Advisers, LLC10,028$2.32M0.01%−2,125−17.5%Reduced
Worth Venture Partners, LLC10,089$2.34M1.16%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd10,291$2.38M0.05%−607−5.6%Reduced
Public Employees Retirement Association of Colorado10,343$2.40M0.01%+1,573+17.9%Added
Federation des caisses Desjardins du Quebec10,400$2.41M0.02%−1,196−10.3%Reduced
Cloverfields Capital Group, LP10,881$2.52M0.79%+814+8.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)11,060$2.56M0.01%00.0%Unchanged
DnB Asset Management AS11,075$2.57M0.02%+11,075New
Advisor Group Holdings, Inc.11,078$2.60M0.00%−5,097−31.5%Reduced
AQR Capital Management LLC11,711$2.71M0.00%−3,616−23.6%Reduced
Gulf International Bank (UK) Ltd12,209$2.83M0.04%−3,000−19.7%Reduced
Skandinaviska Enskilda Banken AB (publ)12,196$2.84M0.01%+516+4.4%Added
AE Wealth Management LLC12,545$2.91M0.02%+1,916+18.0%Added
Skye Global Management LP13,000$3.01M0.05%+2,100+19.3%Added
British Columbia Investment Management Corp13,342$3.09M0.02%−119−0.9%Reduced
Principal Financial Group Inc14,129$3.27M0.00%+941+7.1%Added
Utah Retirement Systems14,200$3.29M0.04%+300+2.2%Added
Teacher Retirement System of Texas14,726$3.41M0.02%+2,755+23.0%Added
Emerson Point Capital LP14,792$3.43M0.53%+1,802+13.9%Added
Susquehanna International Group, LLP14,860$3.44M0.01%+11,482+339.9%Added
Vetamer Capital Management, L.P.14,921$3.46M1.75%+14,921New
Gluskin Sheff & Assoc Inc40,000$3.49M0.14%+40,000New
USS Investment Management Ltd15,570$3.61M0.03%00.0%Unchanged
Two Sigma Investments, LP15,674$3.63M0.01%−9,100−36.7%Reduced
Seven Eight Capital, LP16,259$3.77M0.67%+16,259New
Forsta Ap-Fonden16,500$3.83M0.04%+1,800+12.2%Added
Nomura Asset Management Co Ltd18,015$4.18M0.02%+4,015+28.7%Added
Lord, Abbett & Co. LLC18,244$4.23M0.01%−266,234−93.6%Reduced
Russell Investments Group, Ltd.18,467$4.29M0.01%+864+4.9%Added
PEAK6 Investments LLC19,341$4.48M0.13%+19,338+644,600.0%Added
Group One Trading, L.P.19,343$4.48M0.08%−251,036−92.8%Reduced
Harbor Capital Advisors, Inc.19,846$4.60M1.67%+19,846New
Arizona State Retirement System20,707$4.80M0.04%+256+1.3%Added
NN Investment Partners Holdings N.V.20,811$4.82M0.02%+2,188+11.7%Added
Raymond James & Associates20,824$4.83M0.00%−29,274−58.4%Reduced
Macquarie Group Ltd21,112$4.89M0.00%+5,413+34.5%Added
Swedbank AB21,187$4.94M0.01%−500−2.3%Reduced
Handelsbanken Fonder AB22,012$5.10M0.03%+871+4.1%Added
Taylor Frigon Capital Management LLC22,803$5.29M1.66%−30.0%Reduced
Blueshift Asset Management, LLC23,004$5.33M0.47%+6,759+41.6%Added
Covey Capital Advisors, LLC23,115$5.36M4.30%−2,178−8.6%Reduced
SEI Investments Co24,557$5.55M0.01%−910−3.6%Reduced
Morgens Waterfall Vintiadis & Co Inc24,000$5.56M2.99%−8,200−25.5%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund24,011$5.57M0.05%+600+2.6%Added
Ensign Peak Advisors, Inc24,025$5.57M0.01%+24,025New
Natixis Advisors, L.P.24,668$5.72M0.02%−5,802−19.0%Reduced
UBS Group AG24,980$5.79M0.00%−29,342−54.0%Reduced
Hunt Lane Capital LP25,000$5.79M2.37%+25,000New
Pictet Asset Management SA25,255$5.85M0.01%+1,453+6.1%Added
Aviva PLC25,673$5.95M0.02%+2,072+8.8%Added
Octahedron Capital Management L.P.26,900$6.24M2.50%+26,900New
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna26,930$6.28M1.83%−1,940−6.7%Reduced
Royal London Asset Management Ltd27,131$6.29M0.02%−1,122−4.0%Reduced
Landscape Capital Management, L.L.C.28,491$6.60M0.93%+13,815+94.1%Added
Treasurer of the State of North Carolina28,726$6.66M0.04%+947+3.4%Added
Castle Hook Partners LP30,152$6.99M0.80%+30,152New