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, Q1 2023
Institutional positions in Carvana Co. as of Mar 31, 2023. 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
- 215
- −7 vs. Q4 2022
- Shares held
- 111.1M
- −12.9M (−10.4%) vs. Q4 2022
- Total value
- $1.09B
- +$500.2M (+85.1%) vs. Q4 2022
- New holders
- 45
- 46 more added
- Sold out
- 52
- 72 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 14,058,068 | $137.6M | 0.12% | −110,713−0.8% | Reduced |
| Morgan Stanley | 13,911,227 | $136.2M | 0.01% | −171,926−1.2% | Reduced |
| Spruce House Investment Management LLC | 10,000,000 | $97.9M | 19.16% | 00.0% | Unchanged |
| Vanguard Group Inc | 8,717,586 | $85.3M | 0.00% | +76,377+0.9% | Added |
| Greenoaks Capital Partners LLC | 7,370,124 | $72.2M | 10.50% | 00.0% | Unchanged |
| CAS Investment Partners, LLC | 6,827,803 | $66.8M | 13.71% | 00.0% | Unchanged |
| Exor Capital LLP | 5,184,485 | $50.8M | 3.64% | +5,184,485 | New |
| FMR LLC | 4,667,263 | $45.7M | 0.00% | +2,752,097+143.7% | Added |
| BlackRock Inc. | 4,440,404 | $43.5M | 0.00% | −213,998−4.6% | Reduced |
| Thrive Capital Management, LLC | 2,948,220 | $28.9M | 10.29% | 00.0% | Unchanged |
| Millennium Management LLC | 2,922,452 | $28.6M | 0.03% | +1,973,298+207.9% | Added |
| State Street Corp | 2,407,940 | $23.6M | 0.00% | +122,556+5.4% | Added |
| FPR Partners LLC | 2,158,500 | $21.1M | 1.06% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,661,964 | $16.3M | 0.06% | +1,214,843+271.7% | Added |
| Goodnow Investment Group, LLC | 1,473,188 | $14.4M | 2.36% | +459,210+45.3% | Added |
| Bank of America Corp | 1,425,030 | $14.0M | 0.00% | −2,965,050−67.5% | Reduced |
| Geode Capital Management, LLC | 1,380,609 | $13.5M | 0.00% | +61,091+4.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,115,980 | $10.9M | 0.07% | +1,115,980 | New |
| KPS Global Asset Management UK Ltd | 1,072,500 | $10.5M | 9.27% | 00.0% | Unchanged |
| Pelham Capital Ltd. | 990,621 | $9.70M | 3.65% | 00.0% | Unchanged |
| General Equity Holdings LP | 970,362 | $9.50M | 22.36% | −30,250−3.0% | Reduced |
| Brightlight Capital Management LP | 728,300 | $7.13M | 6.01% | 00.0% | Unchanged |
| RV Capital GmbH | 709,835 | $6.95M | 2.64% | 00.0% | Unchanged |
| Jane Street Group, LLC | 557,674 | $5.46M | 0.01% | −403,733−42.0% | Reduced |
| Schusterman Interests, LLC | 536,000 | $5.25M | 8.15% | 00.0% | Unchanged |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $5.09M | 0.01% | 00.0% | Unchanged |
| 683 Capital Management, LLC | 475,000 | $4.65M | 0.42% | −552,100−53.8% | Reduced |
| Northern Trust Corp | 438,683 | $4.29M | 0.00% | +11,478+2.7% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $4.16M | 0.41% | 00.0% | Unchanged |
| Norges Bank | 409,739 | $4.01M | 0.00% | −409,709−50.0% | Reduced |
| Alta Park Capital, LP | 398,235 | $3.90M | 0.40% | +398,235 | New |
| Mitsubishi UFJ Trust & Banking Corp | 377,274 | $3.69M | 0.01% | −21,260−5.3% | Reduced |
| Sculptor Capital LP | 370,800 | $3.63M | 0.09% | +149,700+67.7% | Added |
| Goldman Sachs Group Inc | 358,136 | $3.51M | 0.00% | −8,376,628−95.9% | Reduced |
| Seven Eight Capital, LP | 354,048 | $3.47M | 0.72% | +354,048 | New |
| HRT Financial LP | 331,053 | $3.24M | 0.04% | +331,053 | New |
| Steadview Capital Management LLC | 325,255 | $3.18M | 0.96% | −9,100−2.7% | Reduced |
| Bank of New York Mellon Corp | 324,863 | $3.18M | 0.00% | −2,674−0.8% | Reduced |
| Penserra Capital Management LLC | 304,262 | $2.98M | 0.06% | −20,058−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 283,110 | $2.77M | 0.00% | −4,128−1.4% | Reduced |
| Invesco Ltd. | 280,981 | $2.75M | 0.00% | +47,575+20.4% | Added |
| Balyasny Asset Management LLC | 276,125 | $2.70M | 0.01% | +276,125 | New |
| Susquehanna Fundamental Investments, LLC | 229,204 | $2.24M | 0.05% | 00.0% | Unchanged |
| Broad Peak Investment Holdings Ltd. | 203,000 | $1.99M | 0.28% | +203,000 | New |
| Avenir Management Company, LLC | 201,180 | $1.97M | 9.73% | 00.0% | Unchanged |
| Worth Venture Partners, LLC | 199,596 | $1.95M | 0.96% | −118,894−37.3% | Reduced |
| PB Investment Partners, L.P. | 199,596 | $1.95M | 1.74% | −118,894−37.3% | Reduced |
| Swiss National Bank | 194,300 | $1.90M | 0.00% | −22,900−10.5% | Reduced |
| Anabranch Capital Management, LP | 187,350 | $1.83M | 1.50% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 181,189 | $1.77M | 0.97% | −2,240−1.2% | Reduced |
| BNP Paribas Arbitrage, SA | 179,282 | $1.76M | 0.00% | −296,425−62.3% | Reduced |
| Susquehanna International Group, LLP | 157,925 | $1.55M | 0.00% | −257,055−61.9% | Reduced |
| Two Sigma Investments, LP | 157,800 | $1.54M | 0.00% | −2,119,050−93.1% | Reduced |
| ETF Managers Group, LLC | 153,905 | $1.51M | 0.05% | +153,905 | New |
| JPMorgan Chase & Co | 149,854 | $1.47M | 0.00% | +92,992+163.5% | Added |
| UBS Asset Management Americas Inc | 148,773 | $1.46M | 0.00% | −3,340−2.2% | Reduced |
| Wolverine Asset Management LLC | 146,486 | $1.43M | 0.03% | +40,347+38.0% | Added |
| California Public Employees Retirement System | 134,761 | $1.32M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 134,400 | $1.32M | 0.00% | −137,758−50.6% | Reduced |
| Rhumbline Advisers | 118,629 | $1.16M | 0.00% | +9,625+8.8% | Added |
| California State Teachers Retirement System | 118,129 | $1.16M | 0.00% | −1,914−1.6% | Reduced |
| State Board of Administration of Florida Retirement System | 110,201 | $1.08M | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 97,434 | $953.9K | 0.00% | +7,317+8.1% | Added |
| Boulder Hill Capital Management LP | 90,700 | $888.0K | 0.72% | +90,700 | New |
| New York State Common Retirement Fund | 87,600 | $857.6K | 0.00% | −15,000−14.6% | Reduced |
| JBF Capital, Inc. | 86,676 | $848.6K | 0.19% | +86,676 | New |
| National Bank of Canada | 85,347 | $835.5K | 0.00% | −70,000−45.1% | Reduced |
| State of Wisconsin Investment Board | 81,264 | $795.6K | 0.00% | +70,050+624.7% | Added |
| Bank of Montreal | 78,744 | $770.9K | 0.00% | −13,359−14.5% | Reduced |
| Group One Trading, L.P. | 77,581 | $759.5K | 0.04% | −533,052−87.3% | Reduced |
| Squarepoint Ops LLC | 75,701 | $741.1K | 0.01% | −36,502−32.5% | Reduced |
| Plustick Management LLC | 75,000 | $734.3K | 0.65% | +75,000 | New |
| Holocene Advisors, LP | 74,875 | $733.0K | 0.00% | +74,875 | New |
| Selkirk Management LLC | 73,220 | $716.8K | 0.85% | 00.0% | Unchanged |
| Citigroup Inc | 71,694 | $701.9K | 0.00% | +49,674+225.6% | Added |
| Gotham Asset Management, LLC | 70,108 | $686.4K | 0.02% | +58,844+522.4% | Added |
| Commerce Bank | 69,903 | $684.4K | 0.01% | +1,563+2.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 62,171 | $608.7K | 0.00% | +107+0.2% | Added |
| Rafferty Asset Management, LLC | 61,967 | $606.7K | 0.00% | −12,462−16.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 61,114 | $598.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 67,481 | $596.0K | 0.02% | +47,748+242.0% | Added |
| Advisor Group Holdings, Inc. | 60,284 | $589.6K | 0.00% | +45,851+317.7% | Added |
| MYDA Advisors LLC | 60,000 | $587.4K | 0.25% | +60,000 | New |
| D. E. Shaw & Co., Inc. | 59,417 | $581.7K | 0.00% | −2,532,919−97.7% | Reduced |
| Federated Hermes, Inc. | 57,067 | $558.7K | 0.00% | +57,067 | New |
| Citadel Advisors LLC | 55,039 | $538.8K | 0.00% | +51,669+1,533.2% | Added |
| Virginia Retirement Systems Et Al | 54,600 | $534.5K | 0.01% | −24,400−30.9% | Reduced |
| Barclays PLC | 53,239 | $521.2K | 0.00% | −328,793−86.1% | Reduced |
| Capula Management Ltd | 52,540 | $514.4K | 0.04% | +52,540 | New |
| Parallax Volatility Advisers, L.P. | 52,535 | $514.3K | 0.02% | +52,535 | New |
| Public Employees Retirement System of Ohio | 51,857 | $508.0K | 0.00% | −1,610−3.0% | Reduced |
| Axq Capital, LP | 51,300 | $502.2K | 0.20% | +51,300 | New |
| Amundi | 56,448 | $479.8K | 0.00% | +6,059+12.0% | Added |
| Schonfeld Strategic Advisors LLC | 48,199 | $471.9K | 0.00% | +48,199 | New |
| Landscape Capital Management, L.L.C. | 45,769 | $448.1K | 0.06% | −20,946−31.4% | Reduced |
| Treasurer of the State of North Carolina | 45,600 | $446.0K | 0.00% | +330+0.7% | Added |
| Quadrature Capital Ltd | 44,091 | $431.7K | 0.01% | +19,947+82.6% | Added |
| Global Endowment Management, LP | 42,937 | $420.4K | 0.04% | +2,719+6.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,335 | $413.3K | 0.01% | −7,573−14.6% | Reduced |
| Voya Investment Management LLC | 41,966 | $410.8K | 0.00% | −1,113−2.6% | Reduced |