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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 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, Q2 2022

Institutional positions in Carvana Co. as of Jun 30, 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
308
−66 vs. Q1 2022
Shares held
123.0M
+16.9M (+16.0%) vs. Q1 2022
Total value
$2.79B
−$9.87B (−77.9%) vs. Q1 2022
New holders
52
159 more added
Sold out
118
61 more reduced

8 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 308 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 heldQ2 2022: $2.79B
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, Q2 2022

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2022.

Institutions holding CVNA in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc20,100,843$453.9M0.06%+6,670,993+49.7%Added
Baillie Gifford & Co10,901,629$246.2M0.25%+1,418,746+15.0%Added
Vanguard Group Inc8,888,124$200.7M0.01%+1,590,698+21.8%Added
CAS Investment Partners, LLC6,727,803$151.9M23.04%+2,564,900+61.6%Added
Spruce House Investment Management LLC6,150,000$138.9M20.05%+1,150,000+23.0%Added
FMR LLC5,659,287$127.8M0.01%−4,778,752−45.8%Reduced
Morgan Stanley5,202,760$117.5M0.02%−1,967,417−27.4%Reduced
BlackRock Inc.5,101,287$115.2M0.00%+1,213,401+31.2%Added
Marshall Wace, LLP2,538,917$57.3M0.13%+2,513,670+9,956.3%Added
State Street Corp2,145,614$48.4M0.00%+515,728+31.6%Added
Goldman Sachs Group Inc1,956,241$44.2M0.01%−1,446,127−42.5%Reduced
Greenoaks Capital Partners LLC1,945,000$43.9M4.12%+1,163,716+148.9%Added
683 Capital Management, LLC1,800,000$40.6M2.94%+885,000+96.7%Added
FPR Partners LLC1,785,000$40.3M1.66%+1,785,000New
Capital World Investors1,616,536$36.5M0.01%+162,217+11.2%Added
Point72 Asset Management, L.P.1,508,002$34.1M0.16%+1,482,820+5,888.4%Added
Thrive Capital Management, LLC1,499,962$33.9M9.90%+687,249+84.6%Added
KPS Global Asset Management UK Ltd1,272,500$28.7M16.49%00.0%Unchanged
Renaissance Technologies LLC1,249,000$28.2M0.03%+1,249,000New
Geode Capital Management, LLC1,245,477$28.1M0.00%+218,924+21.3%Added
Must Asset Management Inc.1,203,981$27.8M20.81%+1,070,828+804.2%Added
Luxor Capital Group, LP1,195,560$27.0M1.90%+365,300+44.0%Added
Goodnow Investment Group, LLC1,147,388$25.9M3.99%+301,370+35.6%Added
TD Asset Management Inc1,144,683$25.8M0.03%+102,260+9.8%Added
Pelham Capital Ltd.990,621$22.4M3.86%00.0%Unchanged
Barclays PLC905,352$20.4M0.02%+792,440+701.8%Added
Vantage Investment Partners, LLC851,970$19.2M1.54%+520,000+156.6%Added
Citigroup Inc736,242$16.6M0.02%+690,810+1,520.5%Added
Brightlight Capital Management LP728,300$16.4M10.31%+608,400+507.4%Added
Man Group plc–$16.3M0.07%–New
Maverick Capital LtdSuperinvestorMaverick Capital696,194$15.7M0.39%+63,121+10.0%Added
UBS Asset Management Americas Inc680,845$15.4M0.01%−380,724−35.9%Reduced
Squarepoint Ops LLC647,616$14.6M0.13%+504,693+353.1%Added
Susquehanna International Group, LLP630,818$14.2M0.03%+582,813+1,214.1%Added
Bank of Nova Scotia622,478$14.1M0.03%+622,478New
Sculptor Capital LP595,665$13.4M0.15%−211,707−26.2%Reduced
Norges Bank587,865$13.3M0.00%+393,695+202.8%Added
Northern Trust Corp555,164$12.5M0.00%+66,124+13.5%Added
Clearbridge Investments, LLC531,751$12.0M0.01%+228,365+75.3%Added
Gates Foundation TrustSuperinvestorGates Foundation Trust520,000$11.7M0.07%+520,000New
RV Capital GmbH517,335$11.7M5.26%+22,400+4.5%Added
UBS Group AG508,648$11.5M0.01%−90,213−15.1%Reduced
JPMorgan Chase & Co506,531$11.4M0.00%+137,131+37.1%Added
Millennium Management LLC504,725$11.4M0.01%+504,725New
Group One Trading, L.P.494,756$11.2M0.32%+494,756New
Mitsubishi UFJ Trust & Banking Corp439,402$9.92M0.03%+48,522+12.4%Added
Legal & General Group Plc433,047$9.78M0.00%+38,566+9.8%Added
Swiss National Bank412,205$9.31M0.01%+78,600+23.6%Added
Antipodean Advisors LLC405,000$9.14M14.90%00.0%Unchanged
General Equity Holdings LP390,307$8.81M10.94%+309,779+384.7%Added
Bank of New York Mellon Corp362,837$8.19M0.00%+121,458+50.3%Added
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV355,000$8.02M0.78%00.0%Unchanged
Steadview Capital Management LLC334,355$7.55M1.89%00.0%Unchanged
Worth Venture Partners, LLC313,487$7.16M4.35%+296,451+1,740.1%Added
PB Investment Partners, L.P.313,487$7.08M6.30%+197,918+171.3%Added
Charles Schwab Investment Management Inc308,710$6.97M0.00%+45,662+17.4%Added
Cubist Systematic Strategies, LLC306,902$6.93M0.05%+274,052+834.3%Added
National Bank of Canada300,050$6.78M0.04%+99,698+49.8%Added
D. E. Shaw & Co., Inc.291,220$6.58M0.01%+277,752+2,062.3%Added
Bank of America Corp283,065$6.39M0.00%+10,059+3.7%Added
Nuveen Asset Management, LLC274,287$6.19M0.00%+52,874+23.9%Added
Schusterman Interests, LLC268,000$6.05M6.39%+138,000+106.2%Added
Platinum Investment Management Ltd267,315$6.04M0.23%+259,919+3,514.3%Added
Twinbeech Capital LP262,505$5.93M0.27%+152,477+138.6%Added
K2 Principal Fund, L.P.256,692$5.80M0.99%+246,734+2,477.7%Added
Two Sigma Investments, LP256,218$5.79M0.02%+256,218New
Schonfeld Strategic Advisors LLC254,431$5.75M0.06%+254,431New
Ameriprise Financial Inc253,913$5.67M0.00%+146,194+135.7%Added
Sumitomo Mitsui Trust Holdings, Inc.239,572$5.41M0.00%+30,811+14.8%Added
Senator Investment Group LP225,000$5.08M0.36%+225,000New
Anabranch Capital Management, LP214,698$4.85M5.04%+84,617+65.0%Added
Avenir Management Company, LLC201,180$4.54M7.77%+176,981+731.4%Added
Alerus Financial NA198,751$4.49M0.41%+198,751New
Blair William & Co177,255$4.00M0.02%+28,265+19.0%Added
Coatue Management LLCSuperinvestorCoatue Management173,800$3.92M0.05%+173,800New
California State Teachers Retirement System161,995$3.66M0.01%+33,148+25.7%Added
One Fin Capital Management LP162,000$3.66M1.33%+162,000New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main160,804$3.63M0.01%+82,940+106.5%Added
Manufacturers Life Insurance Company, The156,209$3.61M0.00%−136,347−46.6%Reduced
California Public Employees Retirement System153,651$3.47M0.00%+13,630+9.7%Added
Citadel Advisors LLC148,963$3.36M0.00%+146,424+5,767.0%Added
BNP Paribas Arbitrage, SA147,824$3.34M0.01%−135,152−47.8%Reduced
PEAK6 Investments LLC145,781$3.29M0.08%+145,117+21,855.0%Added
Crosslink Capital Inc145,080$3.28M0.95%+20,252+16.2%Added
Blueshift Asset Management, LLC143,106$3.23M0.53%+108,597+314.7%Added
Frontier Capital Management Co LLC139,093$3.14M0.04%+26,968+24.1%Added
Landscape Capital Management, L.L.C.137,566$3.11M0.42%+84,074+157.2%Added
Occudo Quantitative Strategies LP134,964$3.05M0.25%+134,964New
BIT Capital GmbH127,032$2.87M0.42%+126,888+88,116.7%Added
Canada Pension Plan Investment Board127,000$2.87M0.00%−1,570−1.2%Reduced
PDT Partners, LLC122,336$2.76M0.24%+119,836+4,793.4%Added
Ampfield Management, L.P.120,634$2.72M4.23%+22,334+22.7%Added
Tudor Investment Corp Et Al119,034$2.69M0.08%+119,034New
New York State Common Retirement Fund117,477$2.65M0.00%+20,399+21.0%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.112,789$2.55M0.01%+7,419+7.0%Added
Tiger Global Management LLCSuperinvestorTiger Global Management112,370$2.54M0.02%−8,418,807−98.7%Reduced
Holocene Advisors, LP109,966$2.48M0.02%+102,349+1,343.7%Added
State Board of Administration of Florida Retirement System109,638$2.48M0.01%+18,327+20.1%Added
Invesco Ltd.109,561$2.47M0.00%+37,881+52.8%Added
Handelsbanken Fonder AB106,136$2.40M0.02%+83,711+373.3%Added