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 9 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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 149,633 | $6.28M | 0.01% | +4,785+3.3% | Added |
| Divisadero Street Capital Management, LP | 150,000 | $6.30M | 1.98% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 180,369 | $7.57M | 0.05% | +35,358+24.4% | Added |
| BNP Paribas Arbitrage, SA | 181,190 | $7.61M | 0.02% | +63,769+54.3% | Added |
| Anabranch Capital Management, LP | 187,350 | $7.86M | 5.75% | 00.0% | Unchanged |
| Alta Park Capital, LP | 191,035 | $8.02M | 1.12% | −89,300−31.9% | Reduced |
| Swiss National Bank | 198,400 | $8.33M | 0.01% | +2,100+1.1% | Added |
| Avenir Management Company, LLC | 201,180 | $8.45M | 19.29% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 229,204 | $9.62M | 0.63% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 235,000 | $9.87M | 0.02% | +235,000 | New |
| Tudor Investment Corp Et Al | 236,650 | $9.93M | 0.15% | −190,460−44.6% | Reduced |
| Dimensional Fund Advisors LP | 237,849 | $9.98M | 0.00% | +237,849 | New |
| Balyasny Asset Management LLC | 248,117 | $10.4M | 0.03% | +248,117 | New |
| Gotham Asset Management, LLC | 254,611 | $10.7M | 0.22% | +122,197+92.3% | Added |
| Nuveen Asset Management, LLC | 263,611 | $11.1M | 0.00% | +22,630+9.4% | Added |
| Driehaus Capital Management LLC | 265,570 | $11.1M | 0.14% | +265,570 | New |
| Selkirk Management LLC | 326,220 | $13.7M | 10.19% | +10,000+3.2% | Added |
| Bank of New York Mellon Corp | 360,580 | $15.1M | 0.00% | −13,202−3.5% | Reduced |
| Par Capital Management Inc | 402,000 | $16.9M | 0.63% | +120,000+42.6% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 425,000 | $17.8M | 1.46% | 00.0% | Unchanged |
| Invesco Ltd. | 440,191 | $18.5M | 0.00% | −63,817−12.7% | Reduced |
| Jane Street Group, LLC | 458,986 | $19.3M | 0.03% | −1,378,287−75.0% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $21.8M | 0.06% | 00.0% | Unchanged |
| Bank of America Corp | 529,553 | $22.2M | 0.00% | +98,615+22.9% | Added |
| Schusterman Interests, LLC | 536,000 | $22.5M | 32.98% | 00.0% | Unchanged |
| TD Asset Management Inc | 545,630 | $22.9M | 0.03% | +545,630 | New |
| Point72 Asset Management, L.P. | 549,818 | $23.1M | 0.08% | +549,818 | New |
| Voloridge Investment Management, LLC | 580,891 | $24.4M | 0.12% | −189,705−24.6% | Reduced |
| Bank of Montreal | 464,083 | $25.2M | 0.01% | −1,280,849−73.4% | Reduced |
| RV Capital GmbH | 636,135 | $26.7M | 8.15% | −73,700−10.4% | Reduced |
| Millennium Management LLC | 686,923 | $28.8M | 0.03% | −2,613,839−79.2% | Reduced |
| Brightlight Capital Management LP | 711,675 | $29.9M | 20.98% | −16,625−2.3% | Reduced |
| Steadview Capital Management LLC | 758,405 | $31.8M | 12.82% | −270,062−26.3% | Reduced |
| Charles Schwab Investment Management Inc | 778,561 | $32.7M | 0.01% | +280,851+56.4% | Added |
| Goldman Sachs Group Inc | 873,775 | $36.7M | 0.01% | +502,337+135.2% | Added |
| Northern Trust Corp | 888,505 | $37.3M | 0.01% | −6,477−0.7% | Reduced |
| General Equity Holdings LP | 1,063,062 | $44.6M | 54.48% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,267,051 | $53.2M | 0.06% | +1,267,051 | New |
| Renaissance Technologies LLC | 1,375,300 | $57.7M | 0.10% | +1,375,300 | New |
| Goodnow Investment Group, LLC | 1,441,388 | $60.5M | 10.19% | −35,070−2.4% | Reduced |
| KPS Global Asset Management UK Ltd | 1,550,000 | $65.1M | 35.49% | −23,046−1.5% | Reduced |
| Geode Capital Management, LLC | 1,937,606 | $81.4M | 0.01% | +39,414+2.1% | Added |
| Two Sigma Investments, LP | 2,149,212 | $90.2M | 0.25% | −84,244−3.8% | Reduced |
| State Street Corp | 2,187,441 | $91.8M | 0.01% | −233,308−9.6% | Reduced |
| Two Sigma Advisers, LP | 2,237,035 | $93.9M | 0.24% | +55,700+2.6% | Added |
| FPR Partners LLC | 2,258,500 | $94.8M | 5.13% | 00.0% | Unchanged |
| Thrive Capital Management, LLC | 2,267,610 | $95.2M | 24.38% | −680,610−23.1% | Reduced |
| D. E. Shaw & Co., Inc. | 2,816,553 | $118.2M | 0.20% | −1,096,090−28.0% | Reduced |
| Exor Capital LLP | 4,625,272 | $194.2M | 10.41% | −559,213−10.8% | Reduced |
| FMR LLC | 4,696,510 | $197.2M | 0.02% | +24,560+0.5% | Added |
| Price T Rowe Associates Inc | 5,181,223 | $217.5M | 0.03% | +5,143,754+13,728.0% | Added |
| Greenoaks Capital Partners LLC | 6,040,032 | $253.6M | 31.36% | −1,330,092−18.0% | Reduced |
| CAS Investment Partners, LLC | 6,827,803 | $286.6M | 36.75% | 00.0% | Unchanged |
| BlackRock Inc. | 6,972,658 | $292.7M | 0.01% | +3,911,380+127.8% | Added |
| Vanguard Group Inc | 9,367,976 | $393.3M | 0.01% | +62,820+0.7% | Added |
| Spruce House Investment Management LLC | 10,000,000 | $419.8M | 37.32% | 00.0% | Unchanged |
| Morgan Stanley | 14,756,510 | $619.5M | 0.06% | +1,784,009+13.8% | Added |
| BIT Capital GmbH | 0 | $0 | 0.00% | −1,454,490−100.0% | Sold out |
| Pelham Capital Ltd. | 0 | $0 | 0.00% | −769,433−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −370,800−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −173,450−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −140,684−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −122,945−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −79,076−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −69,222−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −59,666−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −56,271−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −47,950−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −28,448−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −28,289−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −27,639−100.0% | Sold out |
| Nantahala Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −23,743−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,590−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −20,227−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −19,823−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −19,276−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −18,227−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −17,235−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,803−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −11,602−100.0% | Sold out |
| Antipodean Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,704−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −8,592−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,477−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −7,944−100.0% | Sold out |
| Gables Capital Management Inc. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |