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, Q4 2023
Institutional positions in Carvana Co. as of Dec 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
- 292
- +39 vs. Q3 2023
- Shares held
- 119.2M
- +8.71M (+7.9%) vs. Q3 2023
- Total value
- $6.31B
- +$1.67B (+35.9%) vs. Q3 2023
- New holders
- 70
- 100 more added
- Sold out
- 31
- 75 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 16,949,703 | $897.3M | 0.08% | +2,193,193+14.9% | Added |
| Vanguard Group Inc | 10,023,579 | $530.6M | 0.01% | +655,603+7.0% | Added |
| Spruce House Investment Management LLC | 9,490,000 | $502.4M | 39.50% | −510,000−5.1% | Reduced |
| BlackRock Inc. | 7,962,533 | $421.5M | 0.01% | +989,875+14.2% | Added |
| CAS Investment Partners, LLC | 6,827,803 | $361.5M | 43.72% | 00.0% | Unchanged |
| Greenoaks Capital Partners LLC | 6,040,032 | $319.8M | 37.19% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,346,602 | $283.1M | 0.04% | +165,379+3.2% | Added |
| Exor Capital LLP | 4,625,272 | $244.9M | 11.79% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,687,960 | $195.2M | 0.28% | +871,407+30.9% | Added |
| FMR LLC | 3,436,633 | $181.9M | 0.01% | −1,259,877−26.8% | Reduced |
| Two Sigma Investments, LP | 2,438,386 | $129.1M | 0.31% | +289,174+13.5% | Added |
| Two Sigma Advisers, LP | 2,390,735 | $126.6M | 0.30% | +153,700+6.9% | Added |
| State Street Corp | 2,273,350 | $120.4M | 0.01% | +85,909+3.9% | Added |
| Thrive Capital Management, LLC | 2,267,610 | $120.0M | 24.79% | 00.0% | Unchanged |
| Camelot Capital Partners, LLC | 2,192,168 | $116.1M | 81.94% | +2,192,168 | New |
| Geode Capital Management, LLC | 2,095,388 | $110.9M | 0.01% | +157,782+8.1% | Added |
| FPR Partners LLC | 1,837,100 | $97.3M | 6.36% | −421,400−18.7% | Reduced |
| Renaissance Technologies LLC | 1,786,800 | $94.6M | 0.15% | +411,500+29.9% | Added |
| First Trust Advisors LP | 1,483,944 | $78.6M | 0.09% | +216,893+17.1% | Added |
| Goodnow Investment Group, LLC | 1,464,528 | $77.5M | 10.90% | +23,140+1.6% | Added |
| KPS Global Asset Management UK Ltd | 1,404,506 | $74.4M | 38.98% | −145,494−9.4% | Reduced |
| Millennium Management LLC | 1,272,689 | $67.4M | 0.06% | +585,766+85.3% | Added |
| General Equity Holdings LP | 1,063,062 | $56.3M | 65.16% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,048,366 | $55.5M | 0.01% | +174,591+20.0% | Added |
| Northern Trust Corp | 923,320 | $48.9M | 0.01% | +34,815+3.9% | Added |
| Bank of America Corp | 891,376 | $47.2M | 0.01% | +361,823+68.3% | Added |
| Steadview Capital Management LLC | 876,905 | $46.4M | 15.92% | +118,500+15.6% | Added |
| Charles Schwab Investment Management Inc | 831,879 | $44.0M | 0.01% | +53,318+6.8% | Added |
| RV Capital GmbH | 715,412 | $37.9M | 10.96% | +79,277+12.5% | Added |
| T. Rowe Price Investment Management, Inc. | 706,526 | $37.4M | 0.02% | +706,526 | New |
| National Philanthropic Trust | 620,837 | $32.9M | 0.87% | +620,837 | New |
| Voloridge Investment Management, LLC | 561,984 | $29.8M | 0.12% | −18,907−3.3% | Reduced |
| Schusterman Interests, LLC | 536,000 | $28.4M | 41.63% | 00.0% | Unchanged |
| Jane Street Group, LLC | 529,969 | $28.1M | 0.03% | +70,983+15.5% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $27.5M | 0.07% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 500,000 | $26.5M | 1.95% | +75,000+17.6% | Added |
| Balyasny Asset Management LLC | 457,015 | $24.2M | 0.07% | +208,898+84.2% | Added |
| Brightlight Capital Management LP | 434,500 | $23.0M | 16.59% | −277,175−38.9% | Reduced |
| Driehaus Capital Management LLC | 412,293 | $21.8M | 0.26% | +146,723+55.2% | Added |
| Par Capital Management Inc | 402,000 | $21.3M | 0.70% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 393,527 | $20.8M | 0.00% | +32,947+9.1% | Added |
| 683 Capital Management, LLC | 385,000 | $20.4M | 2.04% | +335,000+670.0% | Added |
| Man Group plc | 375,915 | $19.9M | 0.06% | – | – |
| Selkirk Management LLC | 365,220 | $19.3M | 13.08% | +39,000+12.0% | Added |
| Allianz Asset Management GmbH | 317,602 | $16.8M | 0.03% | +82,602+35.1% | Added |
| JPMorgan Chase & Co | 279,145 | $14.8M | 0.00% | +135,608+94.5% | Added |
| Nuveen Asset Management, LLC | 268,503 | $14.2M | 0.00% | +4,892+1.9% | Added |
| Invesco Ltd. | 251,416 | $13.3M | 0.00% | −188,775−42.9% | Reduced |
| Dimensional Fund Advisors LP | 235,135 | $12.5M | 0.00% | −2,714−1.1% | Reduced |
| Gotham Asset Management, LLC | 198,153 | $10.5M | 0.19% | −56,458−22.2% | Reduced |
| Alta Park Capital, LP | 191,035 | $10.1M | 1.04% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 187,673 | $9.94M | 0.14% | −48,977−20.7% | Reduced |
| Anabranch Capital Management, LP | 187,350 | $9.92M | 6.31% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 179,405 | $9.50M | 0.05% | −964−0.5% | Reduced |
| Swiss National Bank | 178,500 | $9.45M | 0.01% | −19,900−10.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 178,129 | $9.43M | 0.26% | +178,129 | New |
| Wolverine Trading, LLC | 170,528 | $9.03M | 0.07% | +86,231+102.3% | Added |
| Barclays PLC | 164,885 | $8.73M | 0.00% | +43,817+36.2% | Added |
| Amundi | 184,337 | $8.69M | 0.00% | +54,349+41.8% | Added |
| HAP Trading, LLC | 163,303 | $8.65M | 2.54% | +163,303 | New |
| ProShare Advisors LLC | 160,541 | $8.50M | 0.03% | +45,576+39.6% | Added |
| Divisadero Street Capital Management, LP | 150,000 | $7.94M | 1.80% | 00.0% | Unchanged |
| Rhumbline Advisers | 148,459 | $7.86M | 0.01% | −1,174−0.8% | Reduced |
| BNP Paribas Arbitrage, SA | 129,568 | $6.86M | 0.01% | −51,622−28.5% | Reduced |
| Manufacturers Life Insurance Company, The | 127,536 | $6.75M | 0.00% | +7,387+6.1% | Added |
| Penserra Capital Management LLC | 125,941 | $6.67M | 0.13% | +10,951+9.5% | Added |
| Quadrature Capital Ltd | 118,196 | $6.27M | 0.11% | +66,386+128.1% | Added |
| Alliancebernstein L.P. | 114,140 | $6.04M | 0.00% | +1,200+1.1% | Added |
| WS Management LLLP | 100,000 | $5.29M | 0.52% | +100,000 | New |
| Credit Suisse AG | 97,366 | $5.15M | 0.01% | −2,632−2.6% | Reduced |
| California State Teachers Retirement System | 96,486 | $5.11M | 0.01% | −4,540−4.5% | Reduced |
| Wellington Management Group LLP | 88,842 | $4.70M | 0.00% | +88,842 | New |
| Twinbeech Capital LP | 88,560 | $4.69M | 0.08% | −39,963−31.1% | Reduced |
| UBS Asset Management Americas Inc | 88,246 | $4.67M | 0.00% | +8,760+11.0% | Added |
| Legal & General Group Plc | 88,157 | $4.67M | 0.00% | +924+1.1% | Added |
| Taylor Frigon Capital Management LLC | 85,496 | $4.53M | 2.27% | −1,719−2.0% | Reduced |
| Squarepoint Ops LLC | 84,610 | $4.48M | 0.02% | +84,610 | New |
| Landscape Capital Management, L.L.C. | 84,109 | $4.45M | 0.40% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 79,143 | $4.19M | 0.01% | +26,729+51.0% | Added |
| Caption Management, LLC | 77,500 | $4.10M | 0.45% | +77,500 | New |
| Mirae Asset Global Investments Co., Ltd. | 75,448 | $3.99M | 0.01% | −7,238−8.8% | Reduced |
| Zweig-DiMenna Associates LLC | 73,537 | $3.89M | 0.45% | 00.0% | Unchanged |
| Deutsche Bank AG | 73,441 | $3.89M | 0.00% | +23,002+45.6% | Added |
| State of Wisconsin Investment Board | 71,902 | $3.81M | 0.01% | −2,681−3.6% | Reduced |
| Citadel Advisors LLC | 71,015 | $3.76M | 0.00% | −52,096−42.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 68,210 | $3.61M | 0.03% | +68,210 | New |
| AQR Capital Management LLC | 60,148 | $3.18M | 0.01% | +35,343+142.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 58,815 | $3.11M | 0.29% | +58,815 | New |
| Two Sigma Securities, LLC | 58,700 | $3.11M | 0.14% | +58,700 | New |
| Jump Financial, LLC | 57,782 | $3.06M | 0.10% | −15,477−21.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 55,669 | $2.95M | 0.00% | +1,125+2.1% | Added |
| MetLife Investment Management | 50,623 | $2.68M | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 50,193 | $2.66M | 0.06% | +50,193 | New |
| Susquehanna International Group, LLP | 48,898 | $2.59M | 0.00% | +34,143+231.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 48,272 | $2.56M | 0.01% | +40,557+525.7% | Added |
| American International Group, Inc. | 47,720 | $2.53M | 0.01% | −193−0.4% | Reduced |
| Bank of Montreal | 45,078 | $2.50M | 0.00% | −419,005−90.3% | Reduced |
| Wells Fargo & Company | 45,732 | $2.42M | 0.00% | +8,653+23.3% | Added |
| Engineers Gate Manager LP | 44,806 | $2.37M | 0.07% | −27,412−38.0% | Reduced |
| Advisory Research Inc | 44,597 | $2.36M | 0.36% | +14,749+49.4% | Added |