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, Q1 2022
Institutional positions in Carvana Co. as of Mar 31, 2022. 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
- 382
- −35 vs. Q4 2021
- Shares held
- 106.6M
- +2.06M (+2.0%) vs. Q4 2021
- Total value
- $12.7B
- −$11.5B (−47.5%) vs. Q4 2021
- New holders
- 70
- 151 more added
- Sold out
- 105
- 107 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 13,429,850 | $1.60B | 0.16% | −9,414−0.1% | Reduced |
| FMR LLC | 10,438,039 | $1.25B | 0.10% | +1,147,419+12.4% | Added |
| Baillie Gifford & Co | 9,482,883 | $1.13B | 0.79% | −172,972−1.8% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 8,531,177 | $1.02B | 3.82% | +1,268,272+17.5% | Added |
| Vanguard Group Inc | 7,297,426 | $870.5M | 0.02% | +2,325,545+46.8% | Added |
| Morgan Stanley | 7,170,177 | $855.3M | 0.12% | +1,724,684+31.7% | Added |
| Spruce House Investment Management LLC | 5,000,000 | $596.5M | 34.49% | +1,250,000+33.3% | Added |
| CAS Investment Partners, LLC | 4,162,903 | $496.6M | 33.24% | +848,600+25.6% | Added |
| BlackRock Inc. | 3,887,886 | $463.8M | 0.01% | −436,143−10.1% | Reduced |
| Goldman Sachs Group Inc | 3,402,368 | $405.9M | 0.10% | +2,870,174+539.3% | Added |
| State Street Corp | 1,629,886 | $194.4M | 0.01% | +12,615+0.8% | Added |
| Capital World Investors | 1,454,319 | $173.5M | 0.03% | −1,093−0.1% | Reduced |
| KPS Global Asset Management UK Ltd | 1,272,500 | $151.8M | 37.70% | +32,500+2.6% | Added |
| UBS Asset Management Americas Inc | 1,061,569 | $126.6M | 0.05% | +466,201+78.3% | Added |
| TD Asset Management Inc | 1,042,423 | $124.4M | 0.11% | −82,579−7.3% | Reduced |
| Geode Capital Management, LLC | 1,026,553 | $122.3M | 0.02% | +36,083+3.6% | Added |
| Pelham Capital Ltd. | 990,621 | $118.2M | 12.81% | +106,053+12.0% | Added |
| Alua Capital Management LP | 974,673 | $116.3M | 7.95% | +163,300+20.1% | Added |
| 683 Capital Management, LLC | 915,000 | $109.2M | 6.46% | +315,000+52.5% | Added |
| Goodnow Investment Group, LLC | 846,018 | $100.9M | 10.67% | +40,570+5.0% | Added |
| Luxor Capital Group, LP | 830,260 | $99.0M | 5.69% | −190,002−18.6% | Reduced |
| Thrive Capital Management, LLC | 812,713 | $96.9M | 13.09% | +812,713 | New |
| Sculptor Capital LP | 807,372 | $96.3M | 0.78% | +207,017+34.5% | Added |
| Greenoaks Capital Partners LLC | 781,284 | $93.2M | 5.78% | +781,284 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 633,073 | $75.5M | 1.35% | +162,079+34.4% | Added |
| UBS Group AG | 598,861 | $71.4M | 0.03% | +573,881+2,297.4% | Added |
| SCHF (Gpe), LLC | 562,757 | $67.1M | 20.94% | +562,757 | New |
| Southpoint Capital Advisors LP | 550,000 | $65.6M | 1.27% | +200,000+57.1% | Added |
| 3G Capital Partners LP | 515,000 | $61.4M | 23.59% | +60,000+13.2% | Added |
| Assenagon Asset Management S.A. | 506,542 | $60.4M | 0.20% | +435,469+612.7% | Added |
| Gilder Gagnon Howe & Co LLC | 506,052 | $60.4M | 0.56% | −145,279−22.3% | Reduced |
| Sachem Head Capital Management LP | 505,000 | $60.2M | 1.54% | +135,000+36.5% | Added |
| RV Capital GmbH | 494,935 | $59.0M | 18.28% | +361,900+272.0% | Added |
| Northern Trust Corp | 489,040 | $58.3M | 0.01% | +1,558+0.3% | Added |
| Antipodean Advisors LLC | 405,000 | $48.3M | 34.98% | 00.0% | Unchanged |
| Legal & General Group Plc | 394,481 | $47.1M | 0.01% | +24,896+6.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 390,880 | $46.6M | 0.11% | −9,851−2.5% | Reduced |
| Thrivent Financial for Lutherans | 383,330 | $45.7M | 0.09% | +106,201+38.3% | Added |
| JPMorgan Chase & Co | 369,400 | $44.1M | 0.01% | −1,097,129−74.8% | Reduced |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 363,233 | $43.3M | 1.86% | +179,500+97.7% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 355,000 | $42.3M | 3.16% | +230,000+184.0% | Added |
| Steadview Capital Management LLC | 334,355 | $39.9M | 5.65% | +46,000+16.0% | Added |
| Swiss National Bank | 333,605 | $39.8M | 0.02% | +44,500+15.4% | Added |
| Vantage Investment Partners, LLC | 331,970 | $39.6M | 1.98% | +331,970 | New |
| American Century Companies Inc | 303,565 | $36.2M | 0.02% | +6,639+2.2% | Added |
| Clearbridge Investments, LLC | 303,386 | $36.2M | 0.03% | −149,847−33.1% | Reduced |
| Manufacturers Life Insurance Company, The | 292,556 | $35.7M | 0.02% | +289,509+9,501.4% | Added |
| BNP Paribas Arbitrage, SA | 282,976 | $33.8M | 0.07% | +148,878+111.0% | Added |
| Bank of America Corp | 273,006 | $32.6M | 0.00% | −64,220−19.0% | Reduced |
| Jennison Associates LLC | 263,755 | $31.5M | 0.02% | −263,658−50.0% | Reduced |
| Charles Schwab Investment Management Inc | 263,048 | $31.4M | 0.01% | +4,315+1.7% | Added |
| Grosvenor Holdings, L.L.C. | 255,289 | $30.5M | 5.94% | −114,846−31.0% | Reduced |
| Nuveen Asset Management, LLC | 221,413 | $30.2M | 0.01% | +6,493+3.0% | Added |
| Bank of New York Mellon Corp | 241,379 | $28.8M | 0.01% | −7,131−2.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 208,761 | $24.9M | 0.02% | −35,318−14.5% | Reduced |
| National Bank of Canada | 200,352 | $23.9M | 0.09% | +200,004+57,472.4% | Added |
| Norges Bank | 194,170 | $23.2M | 0.01% | +134,335+224.5% | Added |
| Oakcliff Capital Partners, LP | 180,928 | $21.6M | 11.19% | +89,500+97.9% | Added |
| Lansing Management LP | 168,088 | $20.1M | 14.61% | +19,191+12.9% | Added |
| Blair William & Co | 148,990 | $17.8M | 0.06% | −17,540−10.5% | Reduced |
| Squarepoint Ops LLC | 142,923 | $17.0M | 0.13% | −11,823−7.6% | Reduced |
| Must Asset Management Inc. | 133,153 | $16.8M | 8.45% | +97,962+278.4% | Added |
| California Public Employees Retirement System | 140,021 | $16.7M | 0.01% | −10,928−7.2% | Reduced |
| MFN Partners Management, LP | 136,364 | $16.3M | 0.56% | +136,364 | New |
| Anabranch Capital Management, LP | 130,081 | $15.5M | 10.66% | +49,643+61.7% | Added |
| Schusterman Interests, LLC | 130,000 | $15.5M | 9.80% | 00.0% | Unchanged |
| California State Teachers Retirement System | 128,847 | $15.4M | 0.02% | −6,718−5.0% | Reduced |
| Canada Pension Plan Investment Board | 128,570 | $15.3M | 0.02% | +128,365+62,617.1% | Added |
| Crosslink Capital Inc | 124,828 | $14.9M | 2.80% | +1,015+0.8% | Added |
| Parametric Portfolio Associates LLC | 120,206 | $14.3M | 0.01% | +14,366+13.6% | Added |
| Brightlight Capital Management LP | 119,900 | $14.3M | 6.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 117,203 | $14.0M | 0.56% | +117,203 | New |
| PB Investment Partners, L.P. | 115,569 | $13.8M | 9.37% | +51,518+80.4% | Added |
| Barclays PLC | 112,912 | $13.5M | 0.01% | +12,263+12.2% | Added |
| Frontier Capital Management Co LLC | 112,125 | $13.4M | 0.12% | −17,614−13.6% | Reduced |
| Twinbeech Capital LP | 110,028 | $13.1M | 0.58% | +110,028 | New |
| Wells Fargo & Company | 106,125 | $12.7M | 0.00% | −4,285−3.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105,370 | $12.6M | 0.05% | +27,110+34.6% | Added |
| Chicago Capital, LLC | 104,680 | $12.5M | 0.54% | +570+0.5% | Added |
| Ameriprise Financial Inc | 107,719 | $11.9M | 0.00% | +41,610+62.9% | Added |
| Ampfield Management, L.P. | 98,300 | $11.7M | 13.51% | +98,300 | New |
| New York State Common Retirement Fund | 97,078 | $11.6M | 0.01% | −1,500−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 95,253 | $11.4M | 0.11% | +43,639+84.5% | Added |
| Selkirk Management LLC | 91,420 | $10.9M | 6.89% | −5,000−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 91,311 | $10.9M | 0.02% | +1,772+2.0% | Added |
| Credit Suisse AG | 88,816 | $10.6M | 0.01% | +10,942+14.1% | Added |
| General Equity Holdings LP | 80,528 | $9.61M | 7.13% | +37,262+86.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,864 | $9.29M | 0.01% | +30,084+63.0% | Added |
| Crestwood Capital Management, L.P. | 75,425 | $9.00M | 5.42% | +11,816+18.6% | Added |
| Natixis | 74,213 | $8.85M | 0.03% | −217,348−74.5% | Reduced |
| Great West Life Assurance Co | 69,919 | $8.84M | 0.02% | +1,636+2.4% | Added |
| Invesco Ltd. | 71,680 | $8.55M | 0.00% | −738−1.0% | Reduced |
| Rhumbline Advisers | 67,791 | $8.09M | 0.01% | −5,021−6.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 67,500 | $8.05M | 0.02% | +67,500 | New |
| CTC LLC | 64,134 | $7.65M | 0.14% | +64,134 | New |
| Moore Capital Management, LP | 62,399 | $7.44M | 0.24% | +62,399 | New |
| Truist Financial Corp | 62,082 | $7.41M | 0.01% | +29,282+89.3% | Added |
| Amundi | 65,405 | $7.27M | 0.00% | +19,540+42.6% | Added |
| Deutsche Bank AG | 58,790 | $7.01M | 0.00% | −87,055−59.7% | Reduced |
| Berylson Capital Partners, LLC | 57,200 | $6.82M | 8.00% | +57,200 | New |