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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, 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.

Institutional holdersQ4 2022: 224 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 heldQ4 2022: $587.4M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2022.

Institutions holding CVNA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC16,718$79.2K0.00%−1,501−8.2%Reduced
Commonwealth Equity Services, LLC17,173$81.0K0.00%+17,173New
Apollo Management Holdings, L.P.18,305$87.0K0.00%+18,305New
Wolverine Trading, LLC19,733$94.0K0.00%−73,898−78.9%Reduced
Capstone Financial Advisors, Inc.20,000$94.8K0.01%+20,000New
Citigroup Inc22,020$104.4K0.00%−103,822−82.5%Reduced
Wells Fargo & Company22,786$108.0K0.00%−52,230−69.6%Reduced
Prelude Capital Management, LLC22,846$108.3K0.01%+22,846New
Price T Rowe Associates Inc23,342$111.0K0.00%−19,590,391−99.9%Reduced
Advisory Services Network, LLC23,967$113.6K0.00%+23,967New
Quadrature Capital Ltd24,144$114.3K0.00%+24,144New
Antipodean Advisors LLC25,000$118.5K0.40%−330,000−93.0%Reduced
Jefferies Financial Group Inc.25,000$118.5K0.00%+25,000New
Eschler Asset Management LLP25,000$118.5K0.22%+25,000New
Arizona State Retirement System25,376$120.3K0.00%+951+3.9%Added
Alpine Global Management, LLC26,804$127.0K0.04%+26,804New
Amalgamated Bank28,534$135.0K0.00%+4,865+20.6%Added
Virtu Financial LLC29,250$139.0K0.02%−10,344−26.1%Reduced
Fund 1 Investments, LLC30,000$142.2K0.06%+30,000New
LPL Financial LLC33,331$158.0K0.00%+3,174+10.5%Added
Blair William & Co35,133$166.5K0.00%−154,340−81.5%Reduced
Alliancebernstein L.P.37,247$176.6K0.00%+170.0%Added
Clearwater Capital Advisors, LLC39,500$187.2K0.02%+39,500New
Global Endowment Management, LP40,218$190.6K0.02%+10,090+33.5%Added
Voya Investment Management LLC43,079$204.2K0.00%−156−0.4%Reduced
Man Group plc43,383$205.6K0.00%−803,859−94.9%Reduced
Delphia (USA) Inc.45,022$213.4K0.25%+28,705+175.9%Added
Corton Capital Inc.45,132$213.9K0.18%+29,112+181.7%Added
Treasurer of the State of North Carolina45,270$215.0K0.00%+570+1.3%Added
Cubist Systematic Strategies, LLC45,599$216.1K0.00%+12,978+39.8%Added
Banco Bilbao Vizcaya Argentaria, S.A.51,908$237.9K0.00%+19,864+62.0%Added
Public Employees Retirement System of Ohio53,467$253.0K0.00%+1,121+2.1%Added
JPMorgan Chase & Co56,862$270.0K0.00%−231,698−80.3%Reduced
Assenagon Asset Management S.A.57,592$273.0K0.00%−11,582−16.7%Reduced
Amundi50,389$277.1K0.00%−13,565−21.2%Reduced
Teachers Retirement System of the State of Kentucky61,114$290.0K0.00%00.0%Unchanged
Raymond James Financial Services Advisors, Inc.62,064$294.2K0.00%−2,762−4.3%Reduced
Landscape Capital Management, L.L.C.66,715$316.2K0.05%−22,570−25.3%Reduced
Commerce Bank68,340$323.9K0.00%+68,340New
Engineers Gate Manager LP68,781$326.0K0.02%+14,887+27.6%Added
Selkirk Management LLC73,220$347.1K0.47%00.0%Unchanged
Rafferty Asset Management, LLC74,429$352.8K0.00%+62,620+530.3%Added
Virginia Retirement Systems Et Al79,000$374.5K0.00%+79,000New
Stilwell Value LLC80,000$379.2K0.29%+80,000New
Equitec Proprietary Markets, LLC80,400$381.1K0.22%+80,400New
Legal & General Group Plc81,623$386.9K0.00%−41,784−33.9%Reduced
Credit Suisse AG90,117$427.2K0.00%−5,243−5.5%Reduced
Bank of Montreal92,103$436.6K0.00%+78,568+580.5%Added
New York State Common Retirement Fund102,600$486.3K0.00%−5,400−5.0%Reduced
UBS Group AG105,791$501.4K0.00%+3,054+3.0%Added
Wolverine Asset Management LLC106,139$503.1K0.01%+29,900+39.2%Added
Rhumbline Advisers109,004$517.0K0.00%+71+0.1%Added
State Board of Administration of Florida Retirement System110,201$522.4K0.00%−1,520−1.4%Reduced
Squarepoint Ops LLC112,203$531.8K0.00%−618,346−84.6%Reduced
California State Teachers Retirement System120,043$569.0K0.00%+1,262+1.1%Added
California Public Employees Retirement System134,761$638.8K0.00%−55,975−29.3%Reduced
Franklin Resources Inc135,276$641.2K0.00%+135,276New
Iszo Capital Management LP150,000$711.0K9.51%+150,000New
UBS Asset Management Americas Inc152,113$721.0K0.00%−395,979−72.2%Reduced
National Bank of Canada155,347$736.5K0.00%+155,340+2,219,142.9%Added
Taylor Frigon Capital Management LLC183,429$869.5K0.49%+124,955+213.7%Added
Anabranch Capital Management, LP187,350$888.0K0.85%00.0%Unchanged
Rip Road Capital Partners LP190,415$902.6K1.20%+190,415New
SG Americas Securities, LLC200,006$948.0K0.01%+194,243+3,370.5%Added
Avenir Management Company, LLC201,180$953.6K2.21%00.0%Unchanged
Quinn Opportunity Partners LLC202,701$960.8K0.12%+202,701New
Builders Union LLP203,300$963.6K0.97%00.0%Unchanged
XTX Topco Ltd204,781$970.7K0.21%+165,038+415.3%Added
Ameriprise Financial Inc205,589$976.0K0.00%−53,539−20.7%Reduced
Swiss National Bank217,200$1.03M0.00%+3,900+1.8%Added
Sculptor Capital LP221,100$1.05M0.02%+221,100New
Susquehanna Fundamental Investments, LLC229,204$1.09M0.02%+229,204New
Invesco Ltd.233,406$1.11M0.00%+138,326+145.5%Added
Simplex Trading, LLC235,503$1.12M0.05%+235,503New
Two Sigma Advisers, LP272,158$1.29M0.00%+272,158New
Charles Schwab Investment Management Inc287,238$1.36M0.00%+7,076+2.5%Added
Worth Venture Partners, LLC318,490$1.51M0.90%+5,003+1.6%Added
PB Investment Partners, L.P.318,490$1.51M1.34%+5,003+1.6%Added
Penserra Capital Management LLC324,320$1.54M0.03%+233,410+256.7%Added
Bank of New York Mellon Corp327,537$1.55M0.00%−37,733−10.3%Reduced
Steadview Capital Management LLC334,355$1.58M0.49%00.0%Unchanged
Prentice Capital Management, LP373,325$1.77M1.93%+373,325New
Barclays PLC382,032$1.81M0.00%+230,959+152.9%Added
Mitsubishi UFJ Trust & Banking Corp398,534$1.89M0.00%−89,934−18.4%Reduced
Susquehanna International Group, LLP414,980$1.97M0.00%+64,241+18.3%Added
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV425,000$2.01M0.22%+70,000+19.7%Added
Northern Trust Corp427,205$2.02M0.00%+2,053+0.5%Added
Point72 Middle East FZE440,477$2.09M0.16%+440,477New
Point72 Asset Management, L.P.447,121$2.12M0.01%−759,707−63.0%Reduced
BNP Paribas Arbitrage, SA475,707$2.25M0.01%+412,402+651.5%Added
Gates Foundation TrustSuperinvestorGates Foundation Trust520,000$2.46M0.01%00.0%Unchanged
Schusterman Interests, LLC536,000$2.54M5.28%00.0%Unchanged
Group One Trading, L.P.610,633$2.89M0.10%+610,633New
RV Capital GmbH709,835$3.36M1.70%00.0%Unchanged
Brightlight Capital Management LP728,300$3.45M2.52%00.0%Unchanged
AQR Capital Management LLC817,474$3.69M0.01%+817,474New
Norges Bank819,448$3.88M0.00%+61,939+8.2%Added
Millennium Management LLC949,154$4.50M0.01%+920,629+3,227.4%Added
Jane Street Group, LLC961,407$4.56M0.01%+835,741+665.0%Added
Pelham Capital Ltd.990,621$4.70M1.04%00.0%Unchanged