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 |
|---|---|---|---|---|---|
| Keebeck Alpha, LP | 20,599 | $201.7K | 0.24% | +20,599 | New |
| PFG Investments, LLC | 21,603 | $211.5K | 0.04% | +21,603 | New |
| Amalgamated Bank | 21,774 | $213.0K | 0.00% | −6,760−23.7% | Reduced |
| Chilton Investment Co LLC | 23,743 | $232.4K | 0.01% | +23,743 | New |
| Legal & General Group Plc | 23,756 | $232.6K | 0.00% | −57,867−70.9% | Reduced |
| Deuterium Capital Management, LLC | 25,000 | $244.8K | 0.41% | +25,000 | New |
| Arizona State Retirement System | 26,094 | $255.5K | 0.00% | +718+2.8% | Added |
| Alliancebernstein L.P. | 29,260 | $286.5K | 0.00% | −7,987−21.4% | Reduced |
| NinePointTwo Capital | 30,134 | $295.0K | 0.11% | +30,134 | New |
| Blair William & Co | 31,041 | $303.9K | 0.00% | −4,092−11.6% | Reduced |
| Ameriprise Financial Inc | 33,428 | $327.3K | 0.00% | −172,161−83.7% | Reduced |
| UBS Group AG | 36,561 | $357.9K | 0.00% | −69,230−65.4% | Reduced |
| Janus Henderson Group PLC | 38,100 | $373.0K | 0.00% | +21,382+127.9% | Added |
| Vanderbilt University | 38,699 | $378.9K | 0.09% | +38,699 | New |
| LPL Financial LLC | 41,799 | $409.2K | 0.00% | +8,468+25.4% | Added |
| Voya Investment Management LLC | 41,966 | $410.8K | 0.00% | −1,113−2.6% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 44,335 | $413.3K | 0.01% | −7,573−14.6% | Reduced |
| Global Endowment Management, LP | 42,937 | $420.4K | 0.04% | +2,719+6.8% | Added |
| Quadrature Capital Ltd | 44,091 | $431.7K | 0.01% | +19,947+82.6% | Added |
| Treasurer of the State of North Carolina | 45,600 | $446.0K | 0.00% | +330+0.7% | Added |
| Landscape Capital Management, L.L.C. | 45,769 | $448.1K | 0.06% | −20,946−31.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 48,199 | $471.9K | 0.00% | +48,199 | New |
| Amundi | 56,448 | $479.8K | 0.00% | +6,059+12.0% | Added |
| Axq Capital, LP | 51,300 | $502.2K | 0.20% | +51,300 | New |
| Public Employees Retirement System of Ohio | 51,857 | $508.0K | 0.00% | −1,610−3.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 52,535 | $514.3K | 0.02% | +52,535 | New |
| Capula Management Ltd | 52,540 | $514.4K | 0.04% | +52,540 | New |
| Barclays PLC | 53,239 | $521.2K | 0.00% | −328,793−86.1% | Reduced |
| Virginia Retirement Systems Et Al | 54,600 | $534.5K | 0.01% | −24,400−30.9% | Reduced |
| Citadel Advisors LLC | 55,039 | $538.8K | 0.00% | +51,669+1,533.2% | Added |
| Federated Hermes, Inc. | 57,067 | $558.7K | 0.00% | +57,067 | New |
| D. E. Shaw & Co., Inc. | 59,417 | $581.7K | 0.00% | −2,532,919−97.7% | Reduced |
| MYDA Advisors LLC | 60,000 | $587.4K | 0.25% | +60,000 | New |
| Advisor Group Holdings, Inc. | 60,284 | $589.6K | 0.00% | +45,851+317.7% | Added |
| Wolverine Trading, LLC | 67,481 | $596.0K | 0.02% | +47,748+242.0% | Added |
| Teachers Retirement System of the State of Kentucky | 61,114 | $598.0K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 61,967 | $606.7K | 0.00% | −12,462−16.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,171 | $608.7K | 0.00% | +107+0.2% | Added |
| Commerce Bank | 69,903 | $684.4K | 0.01% | +1,563+2.3% | Added |
| Gotham Asset Management, LLC | 70,108 | $686.4K | 0.02% | +58,844+522.4% | Added |
| Citigroup Inc | 71,694 | $701.9K | 0.00% | +49,674+225.6% | Added |
| Selkirk Management LLC | 73,220 | $716.8K | 0.85% | 00.0% | Unchanged |
| Holocene Advisors, LP | 74,875 | $733.0K | 0.00% | +74,875 | New |
| Plustick Management LLC | 75,000 | $734.3K | 0.65% | +75,000 | New |
| Squarepoint Ops LLC | 75,701 | $741.1K | 0.01% | −36,502−32.5% | Reduced |
| Group One Trading, L.P. | 77,581 | $759.5K | 0.04% | −533,052−87.3% | Reduced |
| Bank of Montreal | 78,744 | $770.9K | 0.00% | −13,359−14.5% | Reduced |
| State of Wisconsin Investment Board | 81,264 | $795.6K | 0.00% | +70,050+624.7% | Added |
| National Bank of Canada | 85,347 | $835.5K | 0.00% | −70,000−45.1% | Reduced |
| JBF Capital, Inc. | 86,676 | $848.6K | 0.19% | +86,676 | New |
| New York State Common Retirement Fund | 87,600 | $857.6K | 0.00% | −15,000−14.6% | Reduced |
| Boulder Hill Capital Management LP | 90,700 | $888.0K | 0.72% | +90,700 | New |
| Credit Suisse AG | 97,434 | $953.9K | 0.00% | +7,317+8.1% | Added |
| State Board of Administration of Florida Retirement System | 110,201 | $1.08M | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 118,129 | $1.16M | 0.00% | −1,914−1.6% | Reduced |
| Rhumbline Advisers | 118,629 | $1.16M | 0.00% | +9,625+8.8% | Added |
| Two Sigma Advisers, LP | 134,400 | $1.32M | 0.00% | −137,758−50.6% | Reduced |
| California Public Employees Retirement System | 134,761 | $1.32M | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 146,486 | $1.43M | 0.03% | +40,347+38.0% | Added |
| UBS Asset Management Americas Inc | 148,773 | $1.46M | 0.00% | −3,340−2.2% | Reduced |
| JPMorgan Chase & Co | 149,854 | $1.47M | 0.00% | +92,992+163.5% | Added |
| ETF Managers Group, LLC | 153,905 | $1.51M | 0.05% | +153,905 | New |
| Two Sigma Investments, LP | 157,800 | $1.54M | 0.00% | −2,119,050−93.1% | Reduced |
| Susquehanna International Group, LLP | 157,925 | $1.55M | 0.00% | −257,055−61.9% | Reduced |
| BNP Paribas Arbitrage, SA | 179,282 | $1.76M | 0.00% | −296,425−62.3% | Reduced |
| Taylor Frigon Capital Management LLC | 181,189 | $1.77M | 0.97% | −2,240−1.2% | Reduced |
| Anabranch Capital Management, LP | 187,350 | $1.83M | 1.50% | 00.0% | Unchanged |
| Swiss National Bank | 194,300 | $1.90M | 0.00% | −22,900−10.5% | Reduced |
| 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 |
| Avenir Management Company, LLC | 201,180 | $1.97M | 9.73% | 00.0% | Unchanged |
| Broad Peak Investment Holdings Ltd. | 203,000 | $1.99M | 0.28% | +203,000 | New |
| Susquehanna Fundamental Investments, LLC | 229,204 | $2.24M | 0.05% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 276,125 | $2.70M | 0.01% | +276,125 | New |
| Invesco Ltd. | 280,981 | $2.75M | 0.00% | +47,575+20.4% | Added |
| Charles Schwab Investment Management Inc | 283,110 | $2.77M | 0.00% | −4,128−1.4% | Reduced |
| Penserra Capital Management LLC | 304,262 | $2.98M | 0.06% | −20,058−6.2% | Reduced |
| Bank of New York Mellon Corp | 324,863 | $3.18M | 0.00% | −2,674−0.8% | Reduced |
| Steadview Capital Management LLC | 325,255 | $3.18M | 0.96% | −9,100−2.7% | Reduced |
| HRT Financial LP | 331,053 | $3.24M | 0.04% | +331,053 | New |
| Seven Eight Capital, LP | 354,048 | $3.47M | 0.72% | +354,048 | New |
| Goldman Sachs Group Inc | 358,136 | $3.51M | 0.00% | −8,376,628−95.9% | Reduced |
| Sculptor Capital LP | 370,800 | $3.63M | 0.09% | +149,700+67.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 377,274 | $3.69M | 0.01% | −21,260−5.3% | Reduced |
| Alta Park Capital, LP | 398,235 | $3.90M | 0.40% | +398,235 | New |
| Norges Bank | 409,739 | $4.01M | 0.00% | −409,709−50.0% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $4.16M | 0.41% | 00.0% | Unchanged |
| Northern Trust Corp | 438,683 | $4.29M | 0.00% | +11,478+2.7% | Added |
| 683 Capital Management, LLC | 475,000 | $4.65M | 0.42% | −552,100−53.8% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $5.09M | 0.01% | 00.0% | Unchanged |
| Schusterman Interests, LLC | 536,000 | $5.25M | 8.15% | 00.0% | Unchanged |
| Jane Street Group, LLC | 557,674 | $5.46M | 0.01% | −403,733−42.0% | Reduced |
| RV Capital GmbH | 709,835 | $6.95M | 2.64% | 00.0% | Unchanged |
| Brightlight Capital Management LP | 728,300 | $7.13M | 6.01% | 00.0% | Unchanged |
| General Equity Holdings LP | 970,362 | $9.50M | 22.36% | −30,250−3.0% | Reduced |
| Pelham Capital Ltd. | 990,621 | $9.70M | 3.65% | 00.0% | Unchanged |
| KPS Global Asset Management UK Ltd | 1,072,500 | $10.5M | 9.27% | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 1,115,980 | $10.9M | 0.07% | +1,115,980 | New |
| Geode Capital Management, LLC | 1,380,609 | $13.5M | 0.00% | +61,091+4.6% | Added |
| Bank of America Corp | 1,425,030 | $14.0M | 0.00% | −2,965,050−67.5% | Reduced |