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, Q4 2022
Institutional positions in Carvana Co. as of Dec 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
- 224
- −44 vs. Q3 2022
- Shares held
- 124.0M
- −2.43M (−1.9%) vs. Q3 2022
- Total value
- $587.4M
- −$1.98B (−77.1%) vs. Q3 2022
- New holders
- 51
- 71 more added
- Sold out
- 95
- 68 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 14,168,781 | $67.2M | 0.07% | +24,723+0.2% | Added |
| Morgan Stanley | 14,083,153 | $66.8M | 0.01% | +5,554,691+65.1% | Added |
| Spruce House Investment Management LLC | 10,000,000 | $47.4M | 12.57% | +3,450,000+52.7% | Added |
| Goldman Sachs Group Inc | 8,734,764 | $41.4M | 0.01% | +7,990,609+1,073.8% | Added |
| Vanguard Group Inc | 8,641,209 | $41.0M | 0.00% | +79,753+0.9% | Added |
| Greenoaks Capital Partners LLC | 7,370,124 | $34.9M | 5.86% | +3,630,000+97.1% | Added |
| CAS Investment Partners, LLC | 6,827,803 | $32.4M | 7.73% | 00.0% | Unchanged |
| BlackRock Inc. | 4,654,402 | $22.1M | 0.00% | +307,915+7.1% | Added |
| Bank of America Corp | 4,390,080 | $20.8M | 0.00% | +2,516,292+134.3% | Added |
| Renaissance Technologies LLC | 2,975,000 | $14.1M | 0.02% | +2,975,000 | New |
| Thrive Capital Management, LLC | 2,948,220 | $14.0M | 6.34% | +1,448,258+96.6% | Added |
| D. E. Shaw & Co., Inc. | 2,592,336 | $12.3M | 0.02% | +2,571,806+12,527.1% | Added |
| State Street Corp | 2,285,384 | $10.8M | 0.00% | +626,381+37.8% | Added |
| Two Sigma Investments, LP | 2,276,850 | $10.8M | 0.03% | +2,276,850 | New |
| FPR Partners LLC | 2,158,500 | $10.2M | 0.49% | +310,000+16.8% | Added |
| Qube Research & Technologies Ltd | 1,918,338 | $9.09M | 0.05% | +1,918,338 | New |
| FMR LLC | 1,915,166 | $9.08M | 0.00% | −7,322,328−79.3% | Reduced |
| Geode Capital Management, LLC | 1,319,518 | $6.25M | 0.00% | +60,168+4.8% | Added |
| KPS Global Asset Management UK Ltd | 1,072,500 | $5.08M | 5.88% | −200,000−15.7% | Reduced |
| 683 Capital Management, LLC | 1,027,100 | $4.87M | 0.44% | −622,900−37.8% | Reduced |
| Goodnow Investment Group, LLC | 1,013,978 | $4.81M | 0.77% | −139,000−12.1% | Reduced |
| General Equity Holdings LP | 1,000,612 | $4.74M | 11.70% | +428,425+74.9% | Added |
| Pelham Capital Ltd. | 990,621 | $4.70M | 1.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 961,407 | $4.56M | 0.01% | +835,741+665.0% | Added |
| Millennium Management LLC | 949,154 | $4.50M | 0.01% | +920,629+3,227.4% | Added |
| Norges Bank | 819,448 | $3.88M | 0.00% | +61,939+8.2% | Added |
| AQR Capital Management LLC | 817,474 | $3.69M | 0.01% | +817,474 | New |
| Brightlight Capital Management LP | 728,300 | $3.45M | 2.52% | 00.0% | Unchanged |
| RV Capital GmbH | 709,835 | $3.36M | 1.70% | 00.0% | Unchanged |
| Group One Trading, L.P. | 610,633 | $2.89M | 0.10% | +610,633 | New |
| Schusterman Interests, LLC | 536,000 | $2.54M | 5.28% | 00.0% | Unchanged |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $2.46M | 0.01% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 475,707 | $2.25M | 0.01% | +412,402+651.5% | Added |
| Point72 Asset Management, L.P. | 447,121 | $2.12M | 0.01% | −759,707−63.0% | Reduced |
| Point72 Middle East FZE | 440,477 | $2.09M | 0.16% | +440,477 | New |
| Northern Trust Corp | 427,205 | $2.02M | 0.00% | +2,053+0.5% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $2.01M | 0.22% | +70,000+19.7% | Added |
| Susquehanna International Group, LLP | 414,980 | $1.97M | 0.00% | +64,241+18.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 398,534 | $1.89M | 0.00% | −89,934−18.4% | Reduced |
| Barclays PLC | 382,032 | $1.81M | 0.00% | +230,959+152.9% | Added |
| Prentice Capital Management, LP | 373,325 | $1.77M | 1.93% | +373,325 | New |
| Steadview Capital Management LLC | 334,355 | $1.58M | 0.49% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 327,537 | $1.55M | 0.00% | −37,733−10.3% | Reduced |
| Penserra Capital Management LLC | 324,320 | $1.54M | 0.03% | +233,410+256.7% | Added |
| Worth Venture Partners, LLC | 318,490 | $1.51M | 0.90% | +5,003+1.6% | Added |
| PB Investment Partners, L.P. | 318,490 | $1.51M | 1.34% | +5,003+1.6% | Added |
| Charles Schwab Investment Management Inc | 287,238 | $1.36M | 0.00% | +7,076+2.5% | Added |
| Two Sigma Advisers, LP | 272,158 | $1.29M | 0.00% | +272,158 | New |
| Simplex Trading, LLC | 235,503 | $1.12M | 0.05% | +235,503 | New |
| Invesco Ltd. | 233,406 | $1.11M | 0.00% | +138,326+145.5% | Added |
| Susquehanna Fundamental Investments, LLC | 229,204 | $1.09M | 0.02% | +229,204 | New |
| Sculptor Capital LP | 221,100 | $1.05M | 0.02% | +221,100 | New |
| Swiss National Bank | 217,200 | $1.03M | 0.00% | +3,900+1.8% | Added |
| Ameriprise Financial Inc | 205,589 | $976.0K | 0.00% | −53,539−20.7% | Reduced |
| XTX Topco Ltd | 204,781 | $970.7K | 0.21% | +165,038+415.3% | Added |
| Builders Union LLP | 203,300 | $963.6K | 0.97% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 202,701 | $960.8K | 0.12% | +202,701 | New |
| Avenir Management Company, LLC | 201,180 | $953.6K | 2.21% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 200,006 | $948.0K | 0.01% | +194,243+3,370.5% | Added |
| Rip Road Capital Partners LP | 190,415 | $902.6K | 1.20% | +190,415 | New |
| Anabranch Capital Management, LP | 187,350 | $888.0K | 0.85% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 183,429 | $869.5K | 0.49% | +124,955+213.7% | Added |
| National Bank of Canada | 155,347 | $736.5K | 0.00% | +155,340+2,219,142.9% | Added |
| UBS Asset Management Americas Inc | 152,113 | $721.0K | 0.00% | −395,979−72.2% | Reduced |
| Iszo Capital Management LP | 150,000 | $711.0K | 9.51% | +150,000 | New |
| Franklin Resources Inc | 135,276 | $641.2K | 0.00% | +135,276 | New |
| California Public Employees Retirement System | 134,761 | $638.8K | 0.00% | −55,975−29.3% | Reduced |
| California State Teachers Retirement System | 120,043 | $569.0K | 0.00% | +1,262+1.1% | Added |
| Squarepoint Ops LLC | 112,203 | $531.8K | 0.00% | −618,346−84.6% | Reduced |
| State Board of Administration of Florida Retirement System | 110,201 | $522.4K | 0.00% | −1,520−1.4% | Reduced |
| Rhumbline Advisers | 109,004 | $517.0K | 0.00% | +71+0.1% | Added |
| Wolverine Asset Management LLC | 106,139 | $503.1K | 0.01% | +29,900+39.2% | Added |
| UBS Group AG | 105,791 | $501.4K | 0.00% | +3,054+3.0% | Added |
| New York State Common Retirement Fund | 102,600 | $486.3K | 0.00% | −5,400−5.0% | Reduced |
| Bank of Montreal | 92,103 | $436.6K | 0.00% | +78,568+580.5% | Added |
| Credit Suisse AG | 90,117 | $427.2K | 0.00% | −5,243−5.5% | Reduced |
| Legal & General Group Plc | 81,623 | $386.9K | 0.00% | −41,784−33.9% | Reduced |
| Equitec Proprietary Markets, LLC | 80,400 | $381.1K | 0.22% | +80,400 | New |
| Stilwell Value LLC | 80,000 | $379.2K | 0.29% | +80,000 | New |
| Virginia Retirement Systems Et Al | 79,000 | $374.5K | 0.00% | +79,000 | New |
| Rafferty Asset Management, LLC | 74,429 | $352.8K | 0.00% | +62,620+530.3% | Added |
| Selkirk Management LLC | 73,220 | $347.1K | 0.47% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 68,781 | $326.0K | 0.02% | +14,887+27.6% | Added |
| Commerce Bank | 68,340 | $323.9K | 0.00% | +68,340 | New |
| Landscape Capital Management, L.L.C. | 66,715 | $316.2K | 0.05% | −22,570−25.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,064 | $294.2K | 0.00% | −2,762−4.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 61,114 | $290.0K | 0.00% | 00.0% | Unchanged |
| Amundi | 50,389 | $277.1K | 0.00% | −13,565−21.2% | Reduced |
| Assenagon Asset Management S.A. | 57,592 | $273.0K | 0.00% | −11,582−16.7% | Reduced |
| JPMorgan Chase & Co | 56,862 | $270.0K | 0.00% | −231,698−80.3% | Reduced |
| Public Employees Retirement System of Ohio | 53,467 | $253.0K | 0.00% | +1,121+2.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 51,908 | $237.9K | 0.00% | +19,864+62.0% | Added |
| Cubist Systematic Strategies, LLC | 45,599 | $216.1K | 0.00% | +12,978+39.8% | Added |
| Treasurer of the State of North Carolina | 45,270 | $215.0K | 0.00% | +570+1.3% | Added |
| Corton Capital Inc. | 45,132 | $213.9K | 0.18% | +29,112+181.7% | Added |
| Delphia (USA) Inc. | 45,022 | $213.4K | 0.25% | +28,705+175.9% | Added |
| Man Group plc | 43,383 | $205.6K | 0.00% | −803,859−94.9% | Reduced |
| Voya Investment Management LLC | 43,079 | $204.2K | 0.00% | −156−0.4% | Reduced |
| Global Endowment Management, LP | 40,218 | $190.6K | 0.02% | +10,090+33.5% | Added |
| Clearwater Capital Advisors, LLC | 39,500 | $187.2K | 0.02% | +39,500 | New |