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 |
|---|---|---|---|---|---|
| General Equity Holdings LP | 1,000,612 | $4.74M | 11.70% | +428,425+74.9% | Added |
| Goodnow Investment Group, LLC | 1,013,978 | $4.81M | 0.77% | −139,000−12.1% | Reduced |
| 683 Capital Management, LLC | 1,027,100 | $4.87M | 0.44% | −622,900−37.8% | Reduced |
| KPS Global Asset Management UK Ltd | 1,072,500 | $5.08M | 5.88% | −200,000−15.7% | Reduced |
| Geode Capital Management, LLC | 1,319,518 | $6.25M | 0.00% | +60,168+4.8% | Added |
| FMR LLC | 1,915,166 | $9.08M | 0.00% | −7,322,328−79.3% | Reduced |
| Qube Research & Technologies Ltd | 1,918,338 | $9.09M | 0.05% | +1,918,338 | New |
| FPR Partners LLC | 2,158,500 | $10.2M | 0.49% | +310,000+16.8% | Added |
| Two Sigma Investments, LP | 2,276,850 | $10.8M | 0.03% | +2,276,850 | New |
| State Street Corp | 2,285,384 | $10.8M | 0.00% | +626,381+37.8% | Added |
| D. E. Shaw & Co., Inc. | 2,592,336 | $12.3M | 0.02% | +2,571,806+12,527.1% | Added |
| Thrive Capital Management, LLC | 2,948,220 | $14.0M | 6.34% | +1,448,258+96.6% | Added |
| Renaissance Technologies LLC | 2,975,000 | $14.1M | 0.02% | +2,975,000 | New |
| Bank of America Corp | 4,390,080 | $20.8M | 0.00% | +2,516,292+134.3% | Added |
| BlackRock Inc. | 4,654,402 | $22.1M | 0.00% | +307,915+7.1% | Added |
| CAS Investment Partners, LLC | 6,827,803 | $32.4M | 7.73% | 00.0% | Unchanged |
| Greenoaks Capital Partners LLC | 7,370,124 | $34.9M | 5.86% | +3,630,000+97.1% | Added |
| Vanguard Group Inc | 8,641,209 | $41.0M | 0.00% | +79,753+0.9% | Added |
| Goldman Sachs Group Inc | 8,734,764 | $41.4M | 0.01% | +7,990,609+1,073.8% | Added |
| Spruce House Investment Management LLC | 10,000,000 | $47.4M | 12.57% | +3,450,000+52.7% | Added |
| Morgan Stanley | 14,083,153 | $66.8M | 0.01% | +5,554,691+65.1% | Added |
| Baillie Gifford & Co | 14,168,781 | $67.2M | 0.07% | +24,723+0.2% | Added |
| IFP Advisors, Inc | 453 | – | – | +292+181.4% | Added |
| Pathstone Family Office, LLC | 2,916 | – | – | +2,916 | New |
| Capital World Investors | 0 | $0 | 0.00% | −5,318,506−100.0% | Sold out |
| Must Asset Management Inc. | 0 | $0 | 0.00% | −1,381,986−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −1,138,621−100.0% | Sold out |
| Vantage Investment Partners, LLC | 0 | $0 | 0.00% | −851,970−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −735,711−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −544,192−100.0% | Sold out |
| Crosslink Capital Inc | 0 | $0 | 0.00% | −409,570−100.0% | Sold out |
| Nuveen Asset Management, LLC | 0 | $0 | 0.00% | −280,925−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −275,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −252,763−100.0% | Sold out |
| Alerus Financial NA | 0 | $0 | 0.00% | −205,022−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −185,204−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −169,267−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −173,800−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −160,804−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −146,718−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −145,694−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −132,171−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −126,654−100.0% | Sold out |
| Ampfield Management, L.P. | 0 | $0 | 0.00% | −120,634−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −99,270−100.0% | Sold out |
| Lansing Management LP | 0 | $0 | 0.00% | −92,688−100.0% | Sold out |
| Berylson Capital Partners, LLC | 0 | $0 | 0.00% | −91,400−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −80,634−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −69,600−100.0% | Sold out |
| Crestwood Capital Management, L.P. | 0 | $0 | 0.00% | −64,417−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −63,533−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −55,199−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −47,546−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −45,239−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −40,900−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −38,700−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −35,919−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −31,432−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −30,582−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −29,850−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −28,961−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,978−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −28,275−100.0% | Sold out |
| Dimensional Fund Advisors LP | 0 | $0 | 0.00% | −27,785−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −27,351−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −23,911−100.0% | Sold out |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 0 | $0 | 0.00% | −25,660−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −25,612−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −21,440−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −20,705−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Hongkou Capital LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,807−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −14,503−100.0% | Sold out |
| Compass Financial Advisors LLC | 0 | $0 | 0.00% | −13,692−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −12,189−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −11,951−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −11,199−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,262−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,997−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,992−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −9,839−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −2,288−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,646−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Seeyond | 0 | $0 | 0.00% | −1,279−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ulland Investment Advisors, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −72−100.0% | Sold out |