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 |
|---|---|---|---|---|---|
| Goodnow Investment Group, LLC | 1,473,188 | $14.4M | 2.36% | +459,210+45.3% | Added |
| Point72 Asset Management, L.P. | 1,661,964 | $16.3M | 0.06% | +1,214,843+271.7% | Added |
| FPR Partners LLC | 2,158,500 | $21.1M | 1.06% | 00.0% | Unchanged |
| State Street Corp | 2,407,940 | $23.6M | 0.00% | +122,556+5.4% | Added |
| Millennium Management LLC | 2,922,452 | $28.6M | 0.03% | +1,973,298+207.9% | Added |
| Thrive Capital Management, LLC | 2,948,220 | $28.9M | 10.29% | 00.0% | Unchanged |
| BlackRock Inc. | 4,440,404 | $43.5M | 0.00% | −213,998−4.6% | Reduced |
| FMR LLC | 4,667,263 | $45.7M | 0.00% | +2,752,097+143.7% | Added |
| Exor Capital LLP | 5,184,485 | $50.8M | 3.64% | +5,184,485 | New |
| CAS Investment Partners, LLC | 6,827,803 | $66.8M | 13.71% | 00.0% | Unchanged |
| Greenoaks Capital Partners LLC | 7,370,124 | $72.2M | 10.50% | 00.0% | Unchanged |
| Vanguard Group Inc | 8,717,586 | $85.3M | 0.00% | +76,377+0.9% | Added |
| Spruce House Investment Management LLC | 10,000,000 | $97.9M | 19.16% | 00.0% | Unchanged |
| Morgan Stanley | 13,911,227 | $136.2M | 0.01% | −171,926−1.2% | Reduced |
| Baillie Gifford & Co | 14,058,068 | $137.6M | 0.12% | −110,713−0.8% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −2,975,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,918,338−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −817,474−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −440,477−100.0% | Sold out |
| Prentice Capital Management, LP | 0 | $0 | 0.00% | −373,325−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −235,503−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −204,781−100.0% | Sold out |
| Builders Union LLP | 0 | $0 | 0.00% | −203,300−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −202,701−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −200,006−100.0% | Sold out |
| Rip Road Capital Partners LP | 0 | $0 | 0.00% | −190,415−100.0% | Sold out |
| Iszo Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −80,400−100.0% | Sold out |
| Stilwell Value LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −68,781−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −57,592−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −45,132−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −45,022−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −43,383−100.0% | Sold out |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −29,250−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −26,804−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,846−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −17,173−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −16,271−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,831−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −14,273−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,352−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,335−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −10,807−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −10,030−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −8,511−100.0% | Sold out |
| Top Ace Asset Management Ltd | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −4,355−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −4,136−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −3,565−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −452−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |