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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 9 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
Asset Management One Co.,Ltd.31,356$7.07M0.02%+68+0.2%Added
Envestnet Asset Management Inc32,070$7.43M0.00%−6,912−17.7%Reduced
Amundi45,865$7.48M0.00%+2,004+4.6%Added
Truist Financial Corp32,800$7.60M0.01%−1,965−5.7%Reduced
Toronto Dominion Bank35,282$8.18M0.01%+24,991+242.8%Added
Must Asset Management Inc.35,191$8.20M4.39%+35,191New
Bridgewater Associates, LP35,766$8.29M0.05%−23,216−39.4%Reduced
Alliancebernstein L.P.36,300$8.41M0.00%−3,792−9.5%Reduced
State of Wisconsin Investment Board39,112$9.07M0.02%+599+1.6%Added
Storebrand Asset Management AS39,581$9.17M0.04%+2,452+6.6%Added
Atika Capital Management LLC40,000$9.27M0.76%−40,000−50.0%Reduced
Public Employees Retirement System of Ohio42,040$9.74M0.03%−1,018−2.4%Reduced
General Equity Holdings LP43,266$10.0M5.98%+17,815+70.0%Added
Voya Investment Management LLC43,384$10.1M0.02%+11,766+37.2%Added
State of New Jersey Common Pension Fund D44,404$10.3M0.03%+1,463+3.4%Added
Penserra Capital Management LLC44,719$10.4M0.22%−28,662−39.1%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main47,780$11.1M0.02%00.0%Unchanged
Nippon Life Global Investors Americas, Inc.48,450$11.2M0.53%+1,350+2.9%Added
Man Group plc50,496$11.7M0.04%+50,496New
Teachers Retirement System of the State of Kentucky51,614$12.0M0.11%00.0%Unchanged
Dimensional Fund Advisors LP55,186$12.8M0.00%−1,753−3.1%Reduced
Ameriprise Financial Inc66,109$13.4M0.00%+44,125+200.7%Added
Norges Bank59,835$13.9M0.00%−498,680−89.3%Reduced
Holocene Advisors, LP61,149$14.2M0.08%+27,351+80.9%Added
Janus Henderson Group PLC62,022$14.4M0.01%+51,339+480.6%Added
Crestwood Capital Management, L.P.63,609$14.7M6.60%+4,806+8.2%Added
PB Investment Partners, L.P.64,051$14.8M11.54%+64,051New
Great West Life Assurance Co68,283$15.8M0.03%+3,371+5.2%Added
Assenagon Asset Management S.A.71,073$16.5M0.06%−5,580−7.3%Reduced
Invesco Ltd.72,418$16.8M0.00%−385,249−84.2%Reduced
Rhumbline Advisers72,812$16.9M0.02%+2,373+3.4%Added
Jane Street Group, LLC75,933$17.6M0.03%+65,147+604.0%Added
Credit Suisse AG77,874$18.1M0.01%+6,680+9.4%Added
Clough Capital Partners L P79,969$18.5M1.24%−19,430−19.5%Reduced
Neuberger Berman Group LLC80,743$18.6M0.01%+5,969+8.0%Added
Anabranch Capital Management, LP80,438$18.6M10.57%+17,325+27.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.78,260$18.8M0.07%+629+0.8%Added
State Board of Administration of Florida Retirement System89,539$20.8M0.04%−132−0.1%Reduced
Oakcliff Capital Partners, LP91,428$21.2M9.68%00.0%Unchanged
Selkirk Management LLC96,420$22.3M11.95%−69,800−42.0%Reduced
New York State Common Retirement Fund98,578$22.8M0.02%+492+0.5%Added
Scge Management, L.P.99,000$22.9M0.26%+89,000+890.0%Added
Barclays PLC100,649$23.3M0.01%+32,749+48.2%Added
Chicago Capital, LLC104,110$24.1M0.90%−3,374−3.1%Reduced
Parametric Portfolio Associates LLC105,840$24.5M0.01%−13,018−11.0%Reduced
Wells Fargo & Company110,410$25.6M0.01%−112,398−50.4%Reduced
National Pension Service111,489$25.8M0.05%+11,462+11.5%Added
First Trust Advisors LP115,240$26.7M0.03%−168,532−59.4%Reduced
Brightlight Capital Management LP119,900$27.8M11.12%00.0%Unchanged
JS Capital Management LLC120,000$27.8M1.26%+57,500+92.0%Added
Crosslink Capital Inc123,813$28.7M4.54%−1,948−1.5%Reduced
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV125,000$29.0M1.99%+125,000New
Frontier Capital Management Co LLC129,739$30.1M0.24%−19,512−13.1%Reduced
Schusterman Interests, LLC130,000$30.1M13.01%+130,000New
RV Capital GmbH133,035$30.8M7.98%+133,035New
BNP Paribas Arbitrage, SA134,098$31.1M0.07%+116,736+672.4%Added
California State Teachers Retirement System135,565$31.4M0.04%+4,218+3.2%Added
Citadel Advisors LLC139,809$32.4M0.03%−35,792−20.4%Reduced
Deutsche Bank AG145,845$33.8M0.02%−55,412−27.5%Reduced
Lansing Management LP148,897$34.5M20.82%00.0%Unchanged
Providence Equity Partners L.L.C.150,650$34.9M1.00%+150,650New
California Public Employees Retirement System150,949$35.0M0.02%−5,309−3.4%Reduced
Squarepoint Ops LLC154,746$35.9M0.17%−32,036−17.2%Reduced
Blair William & Co166,530$38.6M0.12%+2,119+1.3%Added
EMS Capital LP171,525$39.8M4.22%+57,264+50.1%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management183,733$42.6M1.58%00.0%Unchanged
HSBC Holdings PLC189,151$43.0M0.05%+172,446+1,032.3%Added
SQN Investors LP212,482$49.3M3.22%+39,552+22.9%Added
Royal Bank of Canada213,119$49.4M0.01%+191,103+868.0%Added
Nuveen Asset Management, LLC214,920$49.8M0.01%−23,121−9.7%Reduced
Sumitomo Mitsui Trust Holdings, Inc.244,079$56.6M0.03%+38,015+18.4%Added
Bank of New York Mellon Corp248,510$57.6M0.01%−12,799−4.9%Reduced
Charles Schwab Investment Management Inc258,733$60.0M0.02%+8,724+3.5%Added
Thrivent Financial for Lutherans277,129$64.2M0.12%−5,445−1.9%Reduced
Steadview Capital Management LLC288,355$66.8M6.25%+5,406+1.9%Added
Swiss National Bank289,105$67.0M0.04%+1,000+0.3%Added
Natixis291,561$67.6M0.23%−8,494−2.8%Reduced
American Century Companies Inc296,926$68.8M0.04%+45,715+18.2%Added
Bank of America Corp337,226$78.2M0.01%+875+0.3%Added
Southpoint Capital Advisors LP350,000$81.1M1.56%−50,000−12.5%Reduced
Legal & General Group Plc369,585$85.7M0.03%−15,123−3.9%Reduced
Sachem Head Capital Management LP370,000$85.8M2.02%+370,000New
Grosvenor Holdings, L.L.C.370,135$85.8M8.87%+224,700+154.5%Added
Fred Alger Management, LLC393,797$91.3M0.23%+69,975+21.6%Added
Mitsubishi UFJ Trust & Banking Corp400,731$92.9M0.19%+79,135+24.6%Added
Antipodean Advisors LLC405,000$93.9M38.54%00.0%Unchanged
Suvretta Capital Management, LLC427,807$99.2M1.92%−51,336−10.7%Reduced
Clearbridge Investments, LLC453,233$105.1M0.07%+35,011+8.4%Added
3G Capital Partners LP455,000$105.5M22.40%+160,000+54.2%Added
Maverick Capital LtdSuperinvestorMaverick Capital470,994$109.2M1.32%+160,767+51.8%Added
Northern Trust Corp487,482$113.0M0.02%−35,236−6.7%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office522,127$121.0M4.40%+384,890+280.5%Added
Jennison Associates LLC527,413$122.2M0.08%−3,408,141−86.6%Reduced
Goldman Sachs Group Inc532,194$123.4M0.03%+62,891+13.4%Added
UBS Asset Management Americas Inc595,368$138.0M0.05%+74,681+14.3%Added
683 Capital Management, LLC600,000$139.1M6.62%+55,000+10.1%Added
Sculptor Capital LP600,355$139.2M1.26%+63,936+11.9%Added
Gilder Gagnon Howe & Co LLC651,331$151.0M0.86%−523,688−44.6%Reduced
Marshall Wace, LLP717,824$166.4M0.33%+578,900+416.7%Added
Goodnow Investment Group, LLC805,448$186.7M15.78%+28,643+3.7%Added