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, Q3 2023
Institutional positions in Carvana Co. as of Sep 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
- 257
- +12 vs. Q2 2023
- Shares held
- 110.7M
- +2.04M (+1.9%) vs. Q2 2023
- Total value
- $4.65B
- +$1.84B (+65.3%) vs. Q2 2023
- New holders
- 58
- 69 more added
- Sold out
- 46
- 90 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 14,756,510 | $619.5M | 0.06% | +1,784,009+13.8% | Added |
| Spruce House Investment Management LLC | 10,000,000 | $419.8M | 37.32% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,367,976 | $393.3M | 0.01% | +62,820+0.7% | Added |
| BlackRock Inc. | 6,972,658 | $292.7M | 0.01% | +3,911,380+127.8% | Added |
| CAS Investment Partners, LLC | 6,827,803 | $286.6M | 36.75% | 00.0% | Unchanged |
| Greenoaks Capital Partners LLC | 6,040,032 | $253.6M | 31.36% | −1,330,092−18.0% | Reduced |
| Price T Rowe Associates Inc | 5,181,223 | $217.5M | 0.03% | +5,143,754+13,728.0% | Added |
| FMR LLC | 4,696,510 | $197.2M | 0.02% | +24,560+0.5% | Added |
| Exor Capital LLP | 4,625,272 | $194.2M | 10.41% | −559,213−10.8% | Reduced |
| D. E. Shaw & Co., Inc. | 2,816,553 | $118.2M | 0.20% | −1,096,090−28.0% | Reduced |
| Thrive Capital Management, LLC | 2,267,610 | $95.2M | 24.38% | −680,610−23.1% | Reduced |
| FPR Partners LLC | 2,258,500 | $94.8M | 5.13% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,237,035 | $93.9M | 0.24% | +55,700+2.6% | Added |
| State Street Corp | 2,187,441 | $91.8M | 0.01% | −233,308−9.6% | Reduced |
| Two Sigma Investments, LP | 2,149,212 | $90.2M | 0.25% | −84,244−3.8% | Reduced |
| Geode Capital Management, LLC | 1,937,606 | $81.4M | 0.01% | +39,414+2.1% | Added |
| KPS Global Asset Management UK Ltd | 1,550,000 | $65.1M | 35.49% | −23,046−1.5% | Reduced |
| Goodnow Investment Group, LLC | 1,441,388 | $60.5M | 10.19% | −35,070−2.4% | Reduced |
| Renaissance Technologies LLC | 1,375,300 | $57.7M | 0.10% | +1,375,300 | New |
| First Trust Advisors LP | 1,267,051 | $53.2M | 0.06% | +1,267,051 | New |
| General Equity Holdings LP | 1,063,062 | $44.6M | 54.48% | 00.0% | Unchanged |
| Northern Trust Corp | 888,505 | $37.3M | 0.01% | −6,477−0.7% | Reduced |
| Goldman Sachs Group Inc | 873,775 | $36.7M | 0.01% | +502,337+135.2% | Added |
| Charles Schwab Investment Management Inc | 778,561 | $32.7M | 0.01% | +280,851+56.4% | Added |
| Steadview Capital Management LLC | 758,405 | $31.8M | 12.82% | −270,062−26.3% | Reduced |
| Brightlight Capital Management LP | 711,675 | $29.9M | 20.98% | −16,625−2.3% | Reduced |
| Millennium Management LLC | 686,923 | $28.8M | 0.03% | −2,613,839−79.2% | Reduced |
| RV Capital GmbH | 636,135 | $26.7M | 8.15% | −73,700−10.4% | Reduced |
| Bank of Montreal | 464,083 | $25.2M | 0.01% | −1,280,849−73.4% | Reduced |
| Voloridge Investment Management, LLC | 580,891 | $24.4M | 0.12% | −189,705−24.6% | Reduced |
| Point72 Asset Management, L.P. | 549,818 | $23.1M | 0.08% | +549,818 | New |
| TD Asset Management Inc | 545,630 | $22.9M | 0.03% | +545,630 | New |
| Schusterman Interests, LLC | 536,000 | $22.5M | 32.98% | 00.0% | Unchanged |
| Bank of America Corp | 529,553 | $22.2M | 0.00% | +98,615+22.9% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $21.8M | 0.06% | 00.0% | Unchanged |
| Jane Street Group, LLC | 458,986 | $19.3M | 0.03% | −1,378,287−75.0% | Reduced |
| Invesco Ltd. | 440,191 | $18.5M | 0.00% | −63,817−12.7% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $17.8M | 1.46% | 00.0% | Unchanged |
| Par Capital Management Inc | 402,000 | $16.9M | 0.63% | +120,000+42.6% | Added |
| Bank of New York Mellon Corp | 360,580 | $15.1M | 0.00% | −13,202−3.5% | Reduced |
| Selkirk Management LLC | 326,220 | $13.7M | 10.19% | +10,000+3.2% | Added |
| Driehaus Capital Management LLC | 265,570 | $11.1M | 0.14% | +265,570 | New |
| Nuveen Asset Management, LLC | 263,611 | $11.1M | 0.00% | +22,630+9.4% | Added |
| Gotham Asset Management, LLC | 254,611 | $10.7M | 0.22% | +122,197+92.3% | Added |
| Balyasny Asset Management LLC | 248,117 | $10.4M | 0.03% | +248,117 | New |
| Dimensional Fund Advisors LP | 237,849 | $9.98M | 0.00% | +237,849 | New |
| Tudor Investment Corp Et Al | 236,650 | $9.93M | 0.15% | −190,460−44.6% | Reduced |
| Allianz Asset Management GmbH | 235,000 | $9.87M | 0.02% | +235,000 | New |
| Susquehanna Fundamental Investments, LLC | 229,204 | $9.62M | 0.63% | 00.0% | Unchanged |
| Avenir Management Company, LLC | 201,180 | $8.45M | 19.29% | 00.0% | Unchanged |
| Swiss National Bank | 198,400 | $8.33M | 0.01% | +2,100+1.1% | Added |
| Alta Park Capital, LP | 191,035 | $8.02M | 1.12% | −89,300−31.9% | Reduced |
| Anabranch Capital Management, LP | 187,350 | $7.86M | 5.75% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 181,190 | $7.61M | 0.02% | +63,769+54.3% | Added |
| Panagora Asset Management Inc | 180,369 | $7.57M | 0.05% | +35,358+24.4% | Added |
| Divisadero Street Capital Management, LP | 150,000 | $6.30M | 1.98% | 00.0% | Unchanged |
| Rhumbline Advisers | 149,633 | $6.28M | 0.01% | +4,785+3.3% | Added |
| JPMorgan Chase & Co | 143,537 | $6.03M | 0.00% | +3,828+2.7% | Added |
| Twinbeech Capital LP | 128,523 | $5.40M | 0.10% | +128,523 | New |
| Citadel Advisors LLC | 123,111 | $5.17M | 0.01% | +54,753+80.1% | Added |
| Barclays PLC | 121,068 | $5.08M | 0.00% | +60,501+99.9% | Added |
| Manufacturers Life Insurance Company, The | 120,149 | $5.04M | 0.00% | +82,435+218.6% | Added |
| 3G Capital Partners LP | 115,000 | $4.83M | 2.68% | +55,000+91.7% | Added |
| Penserra Capital Management LLC | 114,990 | $4.83M | 0.10% | −428,493−78.8% | Reduced |
| ProShare Advisors LLC | 114,965 | $4.83M | 0.02% | +102,479+820.8% | Added |
| Alliancebernstein L.P. | 112,940 | $4.74M | 0.00% | +1,300+1.2% | Added |
| Amundi | 129,988 | $4.40M | 0.00% | +73,540+130.3% | Added |
| California State Teachers Retirement System | 101,026 | $4.24M | 0.01% | −10,234−9.2% | Reduced |
| Credit Suisse AG | 99,998 | $4.20M | 0.00% | +3,823+4.0% | Added |
| Verition Fund Management LLC | 89,449 | $3.76M | 0.05% | +72,071+414.7% | Added |
| Legal & General Group Plc | 87,233 | $3.66M | 0.00% | +3,880+4.7% | Added |
| Taylor Frigon Capital Management LLC | 87,215 | $3.66M | 2.03% | −72,945−45.5% | Reduced |
| Simplex Trading, LLC | 87,164 | $3.66M | 0.13% | +87,164 | New |
| Carnegie Capital Asset Management, LLC | 86,080 | $3.61M | 0.14% | −75,360−46.7% | Reduced |
| Wolverine Trading, LLC | 84,297 | $3.54M | 0.04% | +19,766+30.6% | Added |
| Landscape Capital Management, L.L.C. | 84,109 | $3.53M | 0.47% | −40,972−32.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 82,686 | $3.47M | 0.01% | +190+0.2% | Added |
| UBS Group AG | 81,620 | $3.43M | 0.00% | +63,092+340.5% | Added |
| UBS Asset Management Americas Inc | 79,486 | $3.34M | 0.00% | −69,287−46.6% | Reduced |
| State of Wisconsin Investment Board | 74,583 | $3.13M | 0.01% | −2,462−3.2% | Reduced |
| Zweig-DiMenna Associates LLC | 73,537 | $3.09M | 0.37% | 00.0% | Unchanged |
| Jump Financial, LLC | 73,259 | $3.08M | 0.11% | +73,259 | New |
| Engineers Gate Manager LP | 72,218 | $3.03M | 0.11% | +55,582+334.1% | Added |
| Quantbot Technologies LP | 68,579 | $2.88M | 0.19% | +68,579 | New |
| Canada Pension Plan Investment Board | 58,600 | $2.46M | 0.00% | +58,600 | New |
| Raymond James Financial Services Advisors, Inc. | 54,544 | $2.29M | 0.00% | −15,811−22.5% | Reduced |
| State of New Jersey Common Pension Fund D | 52,414 | $2.20M | 0.01% | +52,414 | New |
| Quadrature Capital Ltd | 51,810 | $2.18M | 0.04% | −105,235−67.0% | Reduced |
| MetLife Investment Management | 50,623 | $2.13M | 0.02% | 00.0% | Unchanged |
| Deutsche Bank AG | 50,439 | $2.12M | 0.00% | +6,129+13.8% | Added |
| 683 Capital Management, LLC | 50,000 | $2.10M | 0.21% | +50,000 | New |
| Cutler Group LP | 48,515 | $2.04M | 0.33% | +48,215+16,071.7% | Added |
| Harvest Investment Services, LLC | 48,174 | $2.02M | 1.30% | +33,418+226.5% | Added |
| Janus Henderson Group PLC | 47,981 | $2.02M | 0.00% | +10,001+26.3% | Added |
| American International Group, Inc. | 47,913 | $2.01M | 0.01% | +1,704+3.7% | Added |
| Ameriprise Financial Inc | 47,728 | $2.00M | 0.00% | −26,430−35.6% | Reduced |
| Advisor Group Holdings, Inc. | 47,033 | $1.97M | 0.00% | −18,548−28.3% | Reduced |
| Trexquant Investment LP | 43,292 | $1.82M | 0.05% | −591,233−93.2% | Reduced |
| Wolverine Asset Management LLC | 40,844 | $1.71M | 0.03% | −115,642−73.9% | Reduced |
| New York State Common Retirement Fund | 40,263 | $1.69M | 0.00% | +563+1.4% | Added |