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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, Q3 2022

Institutional positions in Carvana Co. as of Sep 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
272
−34 vs. Q2 2022
Shares held
126.4M
+3.44M (+2.8%) vs. Q2 2022
Total value
$2.57B
−$222.5M (−8.0%) vs. Q2 2022
New holders
37
90 more added
Sold out
71
97 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 272 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 heldQ3 2022: $2.57B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q2 2022.

Institutions holding CVNA in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc19,613,733$399.1M0.07%−487,110−2.4%Reduced
Baillie Gifford & Co14,144,058$287.1M0.30%+3,242,429+29.7%Added
FMR LLC9,237,494$187.5M0.02%+3,578,207+63.2%Added
Vanguard Group Inc8,561,456$173.8M0.01%−326,668−3.7%Reduced
Morgan Stanley8,528,462$173.1M0.02%+3,325,702+63.9%Added
CAS Investment Partners, LLC6,827,803$138.6M25.30%+100,000+1.5%Added
Spruce House Investment Management LLC6,550,000$133.0M23.97%+400,000+6.5%Added
Capital World Investors5,318,506$108.0M0.02%+3,701,970+229.0%Added
BlackRock Inc.4,346,487$88.2M0.00%−754,800−14.8%Reduced
Greenoaks Capital Partners LLC3,740,124$75.9M5.79%+1,795,124+92.3%Added
Bank of America Corp1,873,788$38.0M0.00%+1,590,723+562.0%Added
FPR Partners LLC1,848,500$37.5M1.73%+63,500+3.6%Added
State Street Corp1,659,003$33.7M0.00%−486,611−22.7%Reduced
683 Capital Management, LLC1,650,000$33.5M2.71%−150,000−8.3%Reduced
Thrive Capital Management, LLC1,499,962$30.4M10.37%00.0%Unchanged
Must Asset Management Inc.1,381,986$29.8M24.54%+178,005+14.8%Added
KPS Global Asset Management UK Ltd1,272,500$25.8M18.39%00.0%Unchanged
Geode Capital Management, LLC1,259,350$25.6M0.00%+13,873+1.1%Added
TD Asset Management Inc1,138,621$24.6M0.03%−6,062−0.5%Reduced
Point72 Asset Management, L.P.1,206,828$24.5M0.11%−301,174−20.0%Reduced
Goodnow Investment Group, LLC1,152,978$23.4M3.94%+5,590+0.5%Added
Pelham Capital Ltd.990,621$20.1M4.67%00.0%Unchanged
Vantage Investment Partners, LLC851,970$17.3M2.71%00.0%Unchanged
Man Group plc847,242$17.2M0.08%––
Norges Bank757,509$15.4M0.00%+169,644+28.9%Added
Goldman Sachs Group Inc744,155$15.1M0.00%−1,212,086−62.0%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital735,711$14.9M0.34%+39,517+5.7%Added
Squarepoint Ops LLC730,549$14.8M0.13%+82,933+12.8%Added
Brightlight Capital Management LP728,300$14.8M10.63%00.0%Unchanged
RV Capital GmbH709,835$14.4M6.88%+192,500+37.2%Added
Citadel Advisors LLC704,790$14.3M0.02%+555,827+373.1%Added
General Equity Holdings LP572,187$11.6M18.10%+181,880+46.6%Added
UBS Asset Management Americas Inc548,092$11.1M0.01%−132,753−19.5%Reduced
Clearbridge Investments, LLC544,192$11.0M0.01%+12,441+2.3%Added
Schusterman Interests, LLC536,000$10.9M9.80%+268,000+100.0%Added
Gates Foundation TrustSuperinvestorGates Foundation Trust520,000$10.6M0.03%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp488,468$9.92M0.03%+49,066+11.2%Added
Northern Trust Corp425,152$8.63M0.00%−130,012−23.4%Reduced
Crosslink Capital Inc409,570$8.31M2.13%+264,490+182.3%Added
Bank of New York Mellon Corp365,270$7.42M0.00%+2,433+0.7%Added
Antipodean Advisors LLC355,000$7.21M18.44%−50,000−12.3%Reduced
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV355,000$7.21M0.78%00.0%Unchanged
Susquehanna International Group, LLP350,739$7.12M0.01%−280,079−44.4%Reduced
Steadview Capital Management LLC334,355$6.79M1.92%00.0%Unchanged
Worth Venture Partners, LLC313,487$6.36M3.98%00.0%Unchanged
PB Investment Partners, L.P.313,487$6.36M6.27%00.0%Unchanged
JPMorgan Chase & Co288,560$5.86M0.00%−217,971−43.0%Reduced
Nuveen Asset Management, LLC280,925$5.70M0.00%+6,638+2.4%Added
Charles Schwab Investment Management Inc280,162$5.69M0.00%−28,548−9.2%Reduced
Moore Capital Management, LP275,000$5.58M0.15%+275,000New
Ameriprise Financial Inc259,128$5.31M0.00%+5,215+2.1%Added
Twinbeech Capital LP252,763$5.13M0.14%−9,742−3.7%Reduced
Swiss National Bank213,300$4.33M0.00%−198,905−48.3%Reduced
Alerus Financial NA205,022$4.16M0.41%+6,271+3.2%Added
Builders Union LLP203,300$4.13M3.62%+203,300New
Avenir Management Company, LLC201,180$4.08M6.94%00.0%Unchanged
California Public Employees Retirement System190,736$3.87M0.00%+37,085+24.1%Added
Blair William & Co189,473$3.85M0.02%+12,218+6.9%Added
Anabranch Capital Management, LP187,350$3.80M4.09%−27,348−12.7%Reduced
Nomura Holdings Inc185,204$3.76M0.04%+136,106+277.2%Added
Luxor Capital Group, LP181,300$3.68M0.31%−1,014,260−84.8%Reduced
Manufacturers Life Insurance Company, The169,267$3.65M0.00%+13,058+8.4%Added
Coatue Management LLCSuperinvestorCoatue Management173,800$3.53M0.04%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main160,804$3.26M0.01%00.0%Unchanged
Barclays PLC151,073$3.07M0.00%−754,279−83.3%Reduced
Divisadero Street Capital Management, LP146,718$2.98M3.30%+72,476+97.6%Added
First Trust Advisors LP145,694$2.96M0.00%+127,741+711.5%Added
Frontier Capital Management Co LLC132,171$2.68M0.03%−6,922−5.0%Reduced
Natixis Advisors, L.P.126,654$2.57M0.01%+64,474+103.7%Added
Citigroup Inc125,842$2.55M0.00%−610,400−82.9%Reduced
Jane Street Group, LLC125,666$2.55M0.00%+62,794+99.9%Added
Legal & General Group Plc123,407$2.50M0.00%−309,640−71.5%Reduced
Ampfield Management, L.P.120,634$2.45M3.56%00.0%Unchanged
California State Teachers Retirement System118,781$2.41M0.00%−43,214−26.7%Reduced
State Board of Administration of Florida Retirement System111,721$2.27M0.01%+2,083+1.9%Added
Handelsbanken Fonder AB109,991$2.23M0.01%+3,855+3.6%Added
Rhumbline Advisers108,933$2.21M0.00%+12,866+13.4%Added
New York State Common Retirement Fund108,000$2.19M0.00%−9,477−8.1%Reduced
UBS Group AG102,737$2.08M0.00%−405,911−79.8%Reduced
Allianz Asset Management GmbH100,000$2.03M0.00%+87,437+696.0%Added
Wolverine Trading, LLC93,631$2.02M0.08%+76,229+438.0%Added
Point72 Hong Kong Ltd99,270$2.02M0.12%+99,270New
Credit Suisse AG95,360$1.94M0.00%+129+0.1%Added
Invesco Ltd.95,080$1.93M0.00%−14,481−13.2%Reduced
Lansing Management LP92,688$1.88M2.34%00.0%Unchanged
Berylson Capital Partners, LLC91,400$1.85M3.06%00.0%Unchanged
Penserra Capital Management LLC90,910$1.84M0.05%−7,222−7.4%Reduced
Landscape Capital Management, L.L.C.89,285$1.81M0.24%−48,281−35.1%Reduced
Chicago Capital, LLC80,634$1.64M0.09%−17,528−17.9%Reduced
Wolverine Asset Management LLC76,239$1.55M0.02%−27,357−26.4%Reduced
Wells Fargo & Company75,016$1.52M0.00%−9,652−11.4%Reduced
Selkirk Management LLC73,220$1.49M1.79%+12,000+19.6%Added
Aquatic Capital Management LLC69,600$1.41M0.14%+63,500+1,041.0%Added
Assenagon Asset Management S.A.69,174$1.40M0.01%−30.0%Reduced
Amundi63,954$1.38M0.00%−2,692−4.0%Reduced
Raymond James Financial Services Advisors, Inc.64,826$1.32M0.00%+19,829+44.1%Added
Crestwood Capital Management, L.P.64,417$1.31M1.20%+218+0.3%Added
State of New Jersey Common Pension Fund D63,533$1.29M0.01%−4,138−6.1%Reduced
BNP Paribas Arbitrage, SA63,305$1.29M0.00%−84,519−57.2%Reduced
Teachers Retirement System of the State of Kentucky61,114$1.24M0.01%+61,114New