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, Q2 2023
Institutional positions in Carvana Co. as of Jun 30, 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
- 246
- +32 vs. Q1 2023
- Shares held
- 108.7M
- −2.26M (−2.0%) vs. Q1 2023
- Total value
- $2.82B
- +$1.73B (+159.3%) vs. Q1 2023
- New holders
- 71
- 59 more added
- Sold out
- 39
- 58 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,972,501 | $336.2M | 0.03% | −938,726−6.7% | Reduced |
| Spruce House Investment Management LLC | 10,000,000 | $259.2M | 29.62% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,305,156 | $241.2M | 0.01% | +587,570+6.7% | Added |
| Greenoaks Capital Partners LLC | 7,370,124 | $191.0M | 23.14% | 00.0% | Unchanged |
| CAS Investment Partners, LLC | 6,827,803 | $177.0M | 26.95% | 00.0% | Unchanged |
| Exor Capital LLP | 5,184,485 | $134.4M | 8.68% | 00.0% | Unchanged |
| FMR LLC | 4,671,950 | $121.1M | 0.01% | +4,687+0.1% | Added |
| D. E. Shaw & Co., Inc. | 3,912,643 | $101.4M | 0.16% | +3,853,226+6,485.1% | Added |
| Millennium Management LLC | 3,300,762 | $85.6M | 0.09% | +378,310+12.9% | Added |
| BlackRock Inc. | 3,061,278 | $79.3M | 0.00% | −1,379,126−31.1% | Reduced |
| Thrive Capital Management, LLC | 2,948,220 | $76.4M | 22.31% | 00.0% | Unchanged |
| State Street Corp | 2,420,749 | $62.7M | 0.00% | +12,809+0.5% | Added |
| FPR Partners LLC | 2,258,500 | $58.5M | 2.83% | +100,000+4.6% | Added |
| Two Sigma Investments, LP | 2,233,456 | $57.9M | 0.15% | +2,075,656+1,315.4% | Added |
| Two Sigma Advisers, LP | 2,181,335 | $56.5M | 0.14% | +2,046,935+1,523.0% | Added |
| Geode Capital Management, LLC | 1,898,192 | $49.2M | 0.01% | +517,583+37.5% | Added |
| Jane Street Group, LLC | 1,837,273 | $47.6M | 0.06% | +1,279,599+229.5% | Added |
| Bank of Montreal | 1,744,932 | $46.2M | 0.03% | +1,666,188+2,116.0% | Added |
| KPS Global Asset Management UK Ltd | 1,573,046 | $40.8M | 24.48% | +500,546+46.7% | Added |
| Goodnow Investment Group, LLC | 1,476,458 | $38.3M | 5.51% | +3,270+0.2% | Added |
| BIT Capital GmbH | 1,454,490 | $37.7M | 4.39% | +1,454,490 | New |
| General Equity Holdings LP | 1,063,062 | $27.6M | 40.81% | +92,700+9.6% | Added |
| Steadview Capital Management LLC | 1,028,467 | $26.7M | 6.57% | +703,212+216.2% | Added |
| Northern Trust Corp | 894,982 | $23.2M | 0.00% | +456,299+104.0% | Added |
| Voloridge Investment Management, LLC | 770,596 | $20.0M | 0.09% | +770,596 | New |
| Pelham Capital Ltd. | 769,433 | $19.9M | 6.87% | −221,188−22.3% | Reduced |
| Brightlight Capital Management LP | 728,300 | $18.9M | 15.41% | 00.0% | Unchanged |
| RV Capital GmbH | 709,835 | $18.4M | 6.00% | 00.0% | Unchanged |
| Trexquant Investment LP | 634,525 | $16.4M | 0.43% | +634,525 | New |
| Penserra Capital Management LLC | 543,483 | $14.1M | 0.28% | +239,221+78.6% | Added |
| Schusterman Interests, LLC | 536,000 | $13.9M | 21.42% | 00.0% | Unchanged |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $13.5M | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 504,008 | $13.1M | 0.00% | +223,027+79.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 500,000 | $13.0M | 0.06% | −615,980−55.2% | Reduced |
| Charles Schwab Investment Management Inc | 497,710 | $12.9M | 0.00% | +214,600+75.8% | Added |
| Bank of America Corp | 430,938 | $11.2M | 0.00% | −994,092−69.8% | Reduced |
| Tudor Investment Corp Et Al | 427,110 | $11.1M | 0.18% | +427,110 | New |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $11.0M | 0.92% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 373,782 | $9.69M | 0.00% | +48,919+15.1% | Added |
| Goldman Sachs Group Inc | 371,438 | $9.63M | 0.00% | +13,302+3.7% | Added |
| Sculptor Capital LP | 370,800 | $9.61M | 0.25% | 00.0% | Unchanged |
| Selkirk Management LLC | 316,220 | $8.20M | 6.95% | +243,000+331.9% | Added |
| Par Capital Management Inc | 282,000 | $7.31M | 0.25% | +282,000 | New |
| Alta Park Capital, LP | 280,335 | $7.27M | 0.82% | −117,900−29.6% | Reduced |
| Nuveen Asset Management, LLC | 240,981 | $6.25M | 0.00% | +240,981 | New |
| Susquehanna Fundamental Investments, LLC | 229,204 | $5.94M | 0.22% | 00.0% | Unchanged |
| Avenir Management Company, LLC | 201,180 | $5.21M | 14.00% | 00.0% | Unchanged |
| Swiss National Bank | 196,300 | $5.09M | 0.00% | +2,000+1.0% | Added |
| Anabranch Capital Management, LP | 187,350 | $4.86M | 3.57% | 00.0% | Unchanged |
| Holocene Advisors, LP | 173,450 | $4.50M | 0.02% | +98,575+131.7% | Added |
| Carnegie Capital Asset Management, LLC | 161,440 | $4.18M | 0.15% | +161,440 | New |
| Taylor Frigon Capital Management LLC | 160,160 | $4.15M | 2.03% | −21,029−11.6% | Reduced |
| Quadrature Capital Ltd | 157,045 | $4.07M | 0.09% | +112,954+256.2% | Added |
| Wolverine Asset Management LLC | 156,486 | $4.06M | 0.08% | +10,000+6.8% | Added |
| Divisadero Street Capital Management, LP | 150,000 | $3.89M | 1.16% | +150,000 | New |
| Panagora Asset Management Inc | 145,011 | $3.76M | 0.02% | +145,011 | New |
| Rhumbline Advisers | 144,848 | $3.75M | 0.00% | +26,219+22.1% | Added |
| Schonfeld Strategic Advisors LLC | 140,684 | $3.65M | 0.03% | +92,485+191.9% | Added |
| JPMorgan Chase & Co | 139,709 | $3.62M | 0.00% | −10,145−6.8% | Reduced |
| Gotham Asset Management, LLC | 132,414 | $3.43M | 0.07% | +62,306+88.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 132,379 | $3.43M | 0.02% | +132,379 | New |
| Landscape Capital Management, L.L.C. | 125,081 | $3.24M | 0.43% | +79,312+173.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 122,945 | $3.19M | 0.01% | +122,945 | New |
| BNP Paribas Arbitrage, SA | 117,421 | $3.04M | 0.01% | −61,861−34.5% | Reduced |
| Alliancebernstein L.P. | 111,640 | $2.89M | 0.00% | +82,380+281.5% | Added |
| California State Teachers Retirement System | 111,260 | $2.88M | 0.00% | −6,869−5.8% | Reduced |
| Susquehanna International Group, LLP | 106,525 | $2.76M | 0.00% | −51,400−32.5% | Reduced |
| Lonestar Capital Management LLC | 100,000 | $2.59M | 1.36% | +100,000 | New |
| Credit Suisse AG | 96,175 | $2.49M | 0.00% | −1,259−1.3% | Reduced |
| Legal & General Group Plc | 83,353 | $2.16M | 0.00% | +59,597+250.9% | Added |
| Capula Management Ltd | 83,340 | $2.16M | 0.26% | +30,800+58.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 82,496 | $2.14M | 0.00% | +82,496 | New |
| Walleye Trading LLC | 79,076 | $2.05M | 0.11% | +79,076 | New |
| State of Wisconsin Investment Board | 77,045 | $2.00M | 0.01% | −4,219−5.2% | Reduced |
| Ameriprise Financial Inc | 74,158 | $1.92M | 0.00% | +40,730+121.8% | Added |
| Zweig-DiMenna Associates LLC | 73,537 | $1.91M | 0.26% | +73,537 | New |
| Raymond James Financial Services Advisors, Inc. | 70,355 | $1.82M | 0.00% | +8,184+13.2% | Added |
| Fund 1 Investments, LLC | 69,222 | $1.79M | 0.77% | +69,222 | New |
| Citadel Advisors LLC | 68,358 | $1.77M | 0.00% | +13,319+24.2% | Added |
| Advisor Group Holdings, Inc. | 65,581 | $1.70M | 0.00% | +5,297+8.8% | Added |
| Wolverine Trading, LLC | 64,531 | $1.66M | 0.02% | −2,950−4.4% | Reduced |
| Barclays PLC | 60,567 | $1.57M | 0.00% | +7,328+13.8% | Added |
| Wells Fargo & Company | 60,195 | $1.56M | 0.00% | +41,767+226.6% | Added |
| 3G Capital Partners LP | 60,000 | $1.56M | 1.57% | +60,000 | New |
| Cubist Systematic Strategies, LLC | 59,666 | $1.55M | 0.02% | +44,500+293.4% | Added |
| Luxor Capital Group, LP | 56,271 | $1.46M | 0.16% | +56,271 | New |
| UBS Asset Management Americas Inc | 148,773 | $1.46M | 0.00% | 00.0% | Unchanged |
| Amundi | 56,448 | $1.46M | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 53,051 | $1.38M | 0.00% | −18,643−26.0% | Reduced |
| Corton Capital Inc. | 51,122 | $1.33M | 0.62% | +51,122 | New |
| MetLife Investment Management | 50,623 | $1.31M | 0.01% | +44,303+701.0% | Added |
| LPL Financial LLC | 50,002 | $1.30M | 0.00% | +8,203+19.6% | Added |
| CTC LLC | 47,950 | $1.24M | 0.02% | +47,950 | New |
| American International Group, Inc. | 46,209 | $1.20M | 0.01% | +44,657+2,877.4% | Added |
| HSBC Holdings PLC | 44,762 | $1.17M | 0.00% | +28,023+167.4% | Added |
| Deutsche Bank AG | 44,310 | $1.15M | 0.00% | +44,310 | New |
| Bayesian Capital Management, LP | 41,000 | $1.06M | 0.11% | +41,000 | New |
| New York State Common Retirement Fund | 39,700 | $1.03M | 0.00% | −47,900−54.7% | Reduced |
| Voya Investment Management LLC | 38,046 | $986.2K | 0.00% | −3,920−9.3% | Reduced |
| Janus Henderson Group PLC | 37,980 | $984.3K | 0.00% | −120−0.3% | Reduced |