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 |
|---|---|---|---|---|---|
| Nuveen Asset Management, LLC | 240,981 | $6.25M | 0.00% | +240,981 | New |
| Alta Park Capital, LP | 280,335 | $7.27M | 0.82% | −117,900−29.6% | Reduced |
| Par Capital Management Inc | 282,000 | $7.31M | 0.25% | +282,000 | New |
| Selkirk Management LLC | 316,220 | $8.20M | 6.95% | +243,000+331.9% | Added |
| Sculptor Capital LP | 370,800 | $9.61M | 0.25% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 371,438 | $9.63M | 0.00% | +13,302+3.7% | Added |
| Bank of New York Mellon Corp | 373,782 | $9.69M | 0.00% | +48,919+15.1% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $11.0M | 0.92% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 427,110 | $11.1M | 0.18% | +427,110 | New |
| Bank of America Corp | 430,938 | $11.2M | 0.00% | −994,092−69.8% | Reduced |
| Charles Schwab Investment Management Inc | 497,710 | $12.9M | 0.00% | +214,600+75.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 500,000 | $13.0M | 0.06% | −615,980−55.2% | Reduced |
| Invesco Ltd. | 504,008 | $13.1M | 0.00% | +223,027+79.4% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $13.5M | 0.03% | 00.0% | Unchanged |
| Schusterman Interests, LLC | 536,000 | $13.9M | 21.42% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 543,483 | $14.1M | 0.28% | +239,221+78.6% | Added |
| Trexquant Investment LP | 634,525 | $16.4M | 0.43% | +634,525 | New |
| RV Capital GmbH | 709,835 | $18.4M | 6.00% | 00.0% | Unchanged |
| Brightlight Capital Management LP | 728,300 | $18.9M | 15.41% | 00.0% | Unchanged |
| Pelham Capital Ltd. | 769,433 | $19.9M | 6.87% | −221,188−22.3% | Reduced |
| Voloridge Investment Management, LLC | 770,596 | $20.0M | 0.09% | +770,596 | New |
| Northern Trust Corp | 894,982 | $23.2M | 0.00% | +456,299+104.0% | Added |
| Steadview Capital Management LLC | 1,028,467 | $26.7M | 6.57% | +703,212+216.2% | Added |
| General Equity Holdings LP | 1,063,062 | $27.6M | 40.81% | +92,700+9.6% | Added |
| BIT Capital GmbH | 1,454,490 | $37.7M | 4.39% | +1,454,490 | New |
| Goodnow Investment Group, LLC | 1,476,458 | $38.3M | 5.51% | +3,270+0.2% | Added |
| KPS Global Asset Management UK Ltd | 1,573,046 | $40.8M | 24.48% | +500,546+46.7% | Added |
| Bank of Montreal | 1,744,932 | $46.2M | 0.03% | +1,666,188+2,116.0% | Added |
| Jane Street Group, LLC | 1,837,273 | $47.6M | 0.06% | +1,279,599+229.5% | Added |
| Geode Capital Management, LLC | 1,898,192 | $49.2M | 0.01% | +517,583+37.5% | Added |
| Two Sigma Advisers, LP | 2,181,335 | $56.5M | 0.14% | +2,046,935+1,523.0% | Added |
| Two Sigma Investments, LP | 2,233,456 | $57.9M | 0.15% | +2,075,656+1,315.4% | Added |
| FPR Partners LLC | 2,258,500 | $58.5M | 2.83% | +100,000+4.6% | Added |
| State Street Corp | 2,420,749 | $62.7M | 0.00% | +12,809+0.5% | Added |
| Thrive Capital Management, LLC | 2,948,220 | $76.4M | 22.31% | 00.0% | Unchanged |
| BlackRock Inc. | 3,061,278 | $79.3M | 0.00% | −1,379,126−31.1% | Reduced |
| Millennium Management LLC | 3,300,762 | $85.6M | 0.09% | +378,310+12.9% | Added |
| D. E. Shaw & Co., Inc. | 3,912,643 | $101.4M | 0.16% | +3,853,226+6,485.1% | Added |
| FMR LLC | 4,671,950 | $121.1M | 0.01% | +4,687+0.1% | Added |
| Exor Capital LLP | 5,184,485 | $134.4M | 8.68% | 00.0% | Unchanged |
| CAS Investment Partners, LLC | 6,827,803 | $177.0M | 26.95% | 00.0% | Unchanged |
| Greenoaks Capital Partners LLC | 7,370,124 | $191.0M | 23.14% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,305,156 | $241.2M | 0.01% | +587,570+6.7% | Added |
| Spruce House Investment Management LLC | 10,000,000 | $259.2M | 29.62% | 00.0% | Unchanged |
| Morgan Stanley | 12,972,501 | $336.2M | 0.03% | −938,726−6.7% | Reduced |
| Activest Wealth Management | 129 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,661,964−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −475,000−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −409,739−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −377,274−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −276,125−100.0% | Sold out |
| Broad Peak Investment Holdings Ltd. | 0 | $0 | 0.00% | −203,000−100.0% | Sold out |
| Worth Venture Partners, LLC | 0 | $0 | 0.00% | −199,596−100.0% | Sold out |
| PB Investment Partners, L.P. | 0 | $0 | 0.00% | −199,596−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −134,761−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −86,676−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −77,581−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −75,701−100.0% | Sold out |
| Plustick Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −69,903−100.0% | Sold out |
| Teachers Retirement System of the State of Kentucky | 0 | $0 | 0.00% | −61,114−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −57,067−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −51,857−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −45,600−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −42,937−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −19,041−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −15,895−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −13,692−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −13,390−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −12,313−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,017−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −740−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| ETF Managers Group, LLC | – | – | – | – | Not filed |