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, 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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 97,078 | $11.6M | 0.01% | −1,500−1.5% | Reduced |
| Ampfield Management, L.P. | 98,300 | $11.7M | 13.51% | +98,300 | New |
| Ameriprise Financial Inc | 107,719 | $11.9M | 0.00% | +41,610+62.9% | Added |
| Chicago Capital, LLC | 104,680 | $12.5M | 0.54% | +570+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 105,370 | $12.6M | 0.05% | +27,110+34.6% | Added |
| Wells Fargo & Company | 106,125 | $12.7M | 0.00% | −4,285−3.9% | Reduced |
| Twinbeech Capital LP | 110,028 | $13.1M | 0.58% | +110,028 | New |
| Frontier Capital Management Co LLC | 112,125 | $13.4M | 0.12% | −17,614−13.6% | Reduced |
| Barclays PLC | 112,912 | $13.5M | 0.01% | +12,263+12.2% | Added |
| PB Investment Partners, L.P. | 115,569 | $13.8M | 9.37% | +51,518+80.4% | Added |
| Quadrature Capital Ltd | 117,203 | $14.0M | 0.56% | +117,203 | New |
| Brightlight Capital Management LP | 119,900 | $14.3M | 6.01% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 120,206 | $14.3M | 0.01% | +14,366+13.6% | Added |
| Crosslink Capital Inc | 124,828 | $14.9M | 2.80% | +1,015+0.8% | Added |
| Canada Pension Plan Investment Board | 128,570 | $15.3M | 0.02% | +128,365+62,617.1% | Added |
| California State Teachers Retirement System | 128,847 | $15.4M | 0.02% | −6,718−5.0% | Reduced |
| Schusterman Interests, LLC | 130,000 | $15.5M | 9.80% | 00.0% | Unchanged |
| Anabranch Capital Management, LP | 130,081 | $15.5M | 10.66% | +49,643+61.7% | Added |
| MFN Partners Management, LP | 136,364 | $16.3M | 0.56% | +136,364 | New |
| California Public Employees Retirement System | 140,021 | $16.7M | 0.01% | −10,928−7.2% | Reduced |
| Must Asset Management Inc. | 133,153 | $16.8M | 8.45% | +97,962+278.4% | Added |
| Squarepoint Ops LLC | 142,923 | $17.0M | 0.13% | −11,823−7.6% | Reduced |
| Blair William & Co | 148,990 | $17.8M | 0.06% | −17,540−10.5% | Reduced |
| Lansing Management LP | 168,088 | $20.1M | 14.61% | +19,191+12.9% | Added |
| Oakcliff Capital Partners, LP | 180,928 | $21.6M | 11.19% | +89,500+97.9% | Added |
| Norges Bank | 194,170 | $23.2M | 0.01% | +134,335+224.5% | Added |
| National Bank of Canada | 200,352 | $23.9M | 0.09% | +200,004+57,472.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 208,761 | $24.9M | 0.02% | −35,318−14.5% | Reduced |
| Bank of New York Mellon Corp | 241,379 | $28.8M | 0.01% | −7,131−2.9% | Reduced |
| Nuveen Asset Management, LLC | 221,413 | $30.2M | 0.01% | +6,493+3.0% | Added |
| Grosvenor Holdings, L.L.C. | 255,289 | $30.5M | 5.94% | −114,846−31.0% | Reduced |
| Charles Schwab Investment Management Inc | 263,048 | $31.4M | 0.01% | +4,315+1.7% | Added |
| Jennison Associates LLC | 263,755 | $31.5M | 0.02% | −263,658−50.0% | Reduced |
| Bank of America Corp | 273,006 | $32.6M | 0.00% | −64,220−19.0% | Reduced |
| BNP Paribas Arbitrage, SA | 282,976 | $33.8M | 0.07% | +148,878+111.0% | Added |
| Manufacturers Life Insurance Company, The | 292,556 | $35.7M | 0.02% | +289,509+9,501.4% | Added |
| Clearbridge Investments, LLC | 303,386 | $36.2M | 0.03% | −149,847−33.1% | Reduced |
| American Century Companies Inc | 303,565 | $36.2M | 0.02% | +6,639+2.2% | Added |
| Vantage Investment Partners, LLC | 331,970 | $39.6M | 1.98% | +331,970 | New |
| Swiss National Bank | 333,605 | $39.8M | 0.02% | +44,500+15.4% | Added |
| Steadview Capital Management LLC | 334,355 | $39.9M | 5.65% | +46,000+16.0% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 355,000 | $42.3M | 3.16% | +230,000+184.0% | Added |
| Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management | 363,233 | $43.3M | 1.86% | +179,500+97.7% | Added |
| JPMorgan Chase & Co | 369,400 | $44.1M | 0.01% | −1,097,129−74.8% | Reduced |
| Thrivent Financial for Lutherans | 383,330 | $45.7M | 0.09% | +106,201+38.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 390,880 | $46.6M | 0.11% | −9,851−2.5% | Reduced |
| Legal & General Group Plc | 394,481 | $47.1M | 0.01% | +24,896+6.7% | Added |
| Antipodean Advisors LLC | 405,000 | $48.3M | 34.98% | 00.0% | Unchanged |
| Northern Trust Corp | 489,040 | $58.3M | 0.01% | +1,558+0.3% | Added |
| RV Capital GmbH | 494,935 | $59.0M | 18.28% | +361,900+272.0% | Added |
| Sachem Head Capital Management LP | 505,000 | $60.2M | 1.54% | +135,000+36.5% | Added |
| Gilder Gagnon Howe & Co LLC | 506,052 | $60.4M | 0.56% | −145,279−22.3% | Reduced |
| Assenagon Asset Management S.A. | 506,542 | $60.4M | 0.20% | +435,469+612.7% | Added |
| 3G Capital Partners LP | 515,000 | $61.4M | 23.59% | +60,000+13.2% | Added |
| Southpoint Capital Advisors LP | 550,000 | $65.6M | 1.27% | +200,000+57.1% | Added |
| SCHF (Gpe), LLC | 562,757 | $67.1M | 20.94% | +562,757 | New |
| UBS Group AG | 598,861 | $71.4M | 0.03% | +573,881+2,297.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 633,073 | $75.5M | 1.35% | +162,079+34.4% | Added |
| Greenoaks Capital Partners LLC | 781,284 | $93.2M | 5.78% | +781,284 | New |
| Sculptor Capital LP | 807,372 | $96.3M | 0.78% | +207,017+34.5% | Added |
| Thrive Capital Management, LLC | 812,713 | $96.9M | 13.09% | +812,713 | New |
| Luxor Capital Group, LP | 830,260 | $99.0M | 5.69% | −190,002−18.6% | Reduced |
| Goodnow Investment Group, LLC | 846,018 | $100.9M | 10.67% | +40,570+5.0% | Added |
| 683 Capital Management, LLC | 915,000 | $109.2M | 6.46% | +315,000+52.5% | Added |
| Alua Capital Management LP | 974,673 | $116.3M | 7.95% | +163,300+20.1% | Added |
| Pelham Capital Ltd. | 990,621 | $118.2M | 12.81% | +106,053+12.0% | Added |
| Geode Capital Management, LLC | 1,026,553 | $122.3M | 0.02% | +36,083+3.6% | Added |
| TD Asset Management Inc | 1,042,423 | $124.4M | 0.11% | −82,579−7.3% | Reduced |
| UBS Asset Management Americas Inc | 1,061,569 | $126.6M | 0.05% | +466,201+78.3% | Added |
| KPS Global Asset Management UK Ltd | 1,272,500 | $151.8M | 37.70% | +32,500+2.6% | Added |
| Capital World Investors | 1,454,319 | $173.5M | 0.03% | −1,093−0.1% | Reduced |
| State Street Corp | 1,629,886 | $194.4M | 0.01% | +12,615+0.8% | Added |
| Goldman Sachs Group Inc | 3,402,368 | $405.9M | 0.10% | +2,870,174+539.3% | Added |
| BlackRock Inc. | 3,887,886 | $463.8M | 0.01% | −436,143−10.1% | Reduced |
| CAS Investment Partners, LLC | 4,162,903 | $496.6M | 33.24% | +848,600+25.6% | Added |
| Spruce House Investment Management LLC | 5,000,000 | $596.5M | 34.49% | +1,250,000+33.3% | Added |
| Morgan Stanley | 7,170,177 | $855.3M | 0.12% | +1,724,684+31.7% | Added |
| Vanguard Group Inc | 7,297,426 | $870.5M | 0.02% | +2,325,545+46.8% | Added |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 8,531,177 | $1.02B | 3.82% | +1,268,272+17.5% | Added |
| Baillie Gifford & Co | 9,482,883 | $1.13B | 0.79% | −172,972−1.8% | Reduced |
| FMR LLC | 10,438,039 | $1.25B | 0.10% | +1,147,419+12.4% | Added |
| Price T Rowe Associates Inc | 13,429,850 | $1.60B | 0.16% | −9,414−0.1% | Reduced |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −4,211,082−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −2,347,595−100.0% | Sold out |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −1,196,974−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −522,127−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −427,807−100.0% | Sold out |
| SQN Investors LP | 0 | $0 | 0.00% | −212,482−100.0% | Sold out |
| Providence Equity Partners L.L.C. | 0 | $0 | 0.00% | −150,650−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −111,489−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −99,000−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −79,969−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −50,496−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −48,450−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −30,152−100.0% | Sold out |
| Hunt Lane Capital LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −19,343−100.0% | Sold out |