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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.

Institutional holdersQ4 2023: 292 institutions
Q1 2021: 435 institutionsQ2 2021: 441 institutionsQ3 2021: 442 institutionsQ4 2021: 422 institutionsQ1 2022: 382 institutionsQ2 2022: 308 institutionsQ3 2022: 272 institutionsQ4 2022: 224 institutionsQ1 2023: 215 institutionsQ2 2023: 246 institutionsQ3 2023: 257 institutionsQ4 2023: 292 institutionsQ1 2024: 334 institutionsQ2 2024: 411 institutionsQ3 2024: 489 institutionsQ4 2024: 586 institutionsQ1 2025: 613 institutionsQ2 2025: 741 institutionsQ3 2025: 775 institutionsQ4 2025: 852 institutionsQ1 2026: 781 institutionsQ2 2026: 820 institutions
Value heldQ4 2023: $6.31B
Q1 2021: $24.6BQ2 2021: $28.5BQ3 2021: $29.2BQ4 2021: $24.3BQ1 2022: $12.7BQ2 2022: $2.79BQ3 2022: $2.57BQ4 2022: $587.4MQ1 2023: $1.09BQ2 2023: $2.82BQ3 2023: $4.65BQ4 2023: $6.31BQ1 2024: $10.2BQ2 2024: $15.0BQ3 2024: $20.8BQ4 2024: $25.5BQ1 2025: $25.8BQ2 2025: $44.6BQ3 2025: $51.3BQ4 2025: $61.7BQ1 2026: $47.3BQ2 2026: $48.6B
Institutions holding CVNA and their total value by quarter
QuarterHoldersValue
Q2 2026820$48.6B
Q1 2026781$47.3B
Q4 2025852$61.7B
Q3 2025775$51.3B
Q2 2025741$44.6B
Q1 2025613$25.8B
Q4 2024586$25.5B
Q3 2024489$20.8B
Q2 2024411$15.0B
Q1 2024334$10.2B
Q4 2023292$6.31B
Q3 2023257$4.65B
Q2 2023246$2.82B
Q1 2023215$1.09B
Q4 2022224$587.4M
Q3 2022272$2.57B
Q2 2022308$2.79B
Q1 2022382$12.7B
Q4 2021422$24.3B
Q3 2021442$29.2B
Q2 2021441$28.5B
Q1 2021435$24.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2023.

Institutions holding CVNA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth Equity Services, LLC4,664$247.0K0.00%−8,166−63.6%Reduced
Commerce Bank4,702$248.9K0.00%+4,702New
O'Shaughnessy Asset Management, LLC4,849$256.7K0.00%+4,849New
Mackenzie Financial Corp4,904$259.6K0.00%−1,268−20.5%Reduced
Marex Group plc5,033$266.4K0.01%+5,033New
Metropolitan Life Insurance Co5,524$292.4K0.01%00.0%Unchanged
Storebrand Asset Management AS5,562$294.5K0.00%−443−7.4%Reduced
Diversified Trust Co5,659$299.6K0.01%+319+6.0%Added
Norges Bank5,772$305.6K0.00%+5,772New
Blueshift Asset Management, LLC5,790$306.5K0.16%+5,790New
Clearwater Capital Advisors, LLC5,840$309.2K0.03%00.0%Unchanged
Xponance, Inc.5,859$310.2K0.00%+152+2.7%Added
GWM Advisors LLC6,680$320.0K0.00%+4,547+213.2%Added
Keybank National Association6,288$332.9K0.00%00.0%Unchanged
Neuberger Berman Group LLC6,543$346.4K0.00%+606+10.2%Added
Mariner, LLC6,671$353.2K0.00%+39+0.6%Added
CI Private Wealth, LLC6,713$355.4K0.00%+358+5.6%Added
Prudential Financial Inc7,105$376.1K0.00%+170+2.5%Added
Stratos Wealth Partners, LTD.7,178$380.0K0.01%+7,178New
UBS Group AG7,224$382.4K0.00%−74,396−91.1%Reduced
Cetera Investment Advisers7,677$406.4K0.00%+7,677New
Campbell & CO Investment Adviser LLC7,720$408.7K0.04%+7,720New
Scopia Capital Management LP7,772$411.4K0.06%00.0%Unchanged
Truist Financial Corp8,495$449.7K0.00%+3,251+62.0%Added
Teacher Retirement System of Texas8,760$464.0K0.00%+1,789+25.7%Added
Envestnet Asset Management Inc9,064$479.8K0.00%+491+5.7%Added
Imprint Wealth LLC9,091$481.3K0.39%+9,091New
American Century Companies Inc9,097$481.6K0.00%+1,229+15.6%Added
SeaCrest Wealth Management, LLC10,449$489.7K0.06%−24,964−70.5%Reduced
Jennison Associates LLC9,453$500.4K0.00%+9,453New
Ameritas Investment Partners, Inc.9,696$513.3K0.02%+158+1.7%Added
Waycross Partners, LLC10,000$529.4K0.10%+10,000New
Quest Partners LLC10,000$529.4K0.11%+10,000New
Great Valley Advisor Group, Inc.10,176$538.7K0.02%00.0%Unchanged
Cutler Group LP10,300$545.0K0.08%−38,215−78.8%Reduced
JustInvest LLC10,331$546.9K0.01%+1,170+12.8%Added
Public Employees Retirement Association of Colorado10,343$548.0K0.00%00.0%Unchanged
Pictet Asset Management Holding SA10,383$549.7K0.00%00.0%Unchanged
Amalgamated Bank10,642$563.0K0.00%−955−8.2%Reduced
Vise Technologies, Inc.10,665$564.6K0.12%−2,567−19.4%Reduced
Susquehanna Fundamental Investments, LLC10,784$570.9K0.58%−218,420−95.3%Reduced
Principal Financial Group Inc11,634$615.9K0.00%−702−5.7%Reduced
Graham Capital Management, L.P.12,411$657.0K0.02%+12,411New
Massachusetts Financial Services Co12,541$663.9K0.00%+4,906+64.3%Added
Entropy Technologies, LP12,573$665.6K0.12%+12,573New
Pearl River Capital, LLC12,673$670.9K0.11%+12,673New
Victory Capital Management Inc12,680$671.3K0.00%+3,430+37.1%Added
Tower Research Capital LLC (TRC)13,160$696.7K0.01%+249+1.9%Added
Ieq Capital, LLC13,261$702.0K0.01%−376−2.8%Reduced
Marathon Trading Investment Management LLC13,813$731.3K0.14%−23,400−62.9%Reduced
Northwestern Mutual Wealth Management Co14,011$741.7K0.00%−666−4.5%Reduced
Franklin Resources Inc14,032$742.9K0.00%+1,680+13.6%Added
BloombergSen Inc.14,615$774.3K0.06%+4,065+38.5%Added
STRS Ohio14,900$788.0K0.00%00.0%Unchanged
Alight Capital Management LP15,000$794.1K0.25%+15,000New
Zurcher Kantonalbank (Zurich Cantonalbank)15,678$830.0K0.00%−2,646−14.4%Reduced
Van Eck Associates Corp16,114$853.0K0.00%+16,114New
National Bank of Canada17,544$857.4K0.00%−1,000−5.4%Reduced
Federated Hermes, Inc.16,318$863.9K0.00%+16,318New
Illinois Municipal Retirement Fund16,626$880.0K0.01%+16,626New
Handelsbanken Fonder AB17,500$926.0K0.00%−1,700−8.9%Reduced
Profund Advisors LLC20,610$1.09M0.05%+3,172+18.2%Added
Bayesian Capital Management, LP20,693$1.10M0.12%−2,482−10.7%Reduced
Symmetry Investments LP25,061$1.33M0.24%+25,061New
Qsemble Capital Management, LP25,152$1.33M0.33%+25,152New
Arizona State Retirement System25,317$1.34M0.01%−381−1.5%Reduced
PFG Investments, LLC25,438$1.35M0.25%+615+2.5%Added
Nishkama Capital, LLC27,210$1.44M0.37%+27,210New
State Board of Administration of Florida Retirement System27,399$1.45M0.00%00.0%Unchanged
Wolverine Asset Management LLC28,131$1.49M0.02%−12,713−31.1%Reduced
Great West Life Assurance Co28,326$1.49M0.00%+2,923+11.5%Added
Los Angeles Capital Management LLC28,558$1.51M0.01%+12,559+78.5%Added
Royal Bank of Canada29,219$1.55M0.00%+13,025+80.4%Added
Edgestream Partners, L.P.29,927$1.58M0.11%+6,752+29.1%Added
HSBC Holdings PLC30,580$1.61M0.00%+15,832+107.4%Added
Blair William & Co31,556$1.67M0.01%+7,236+29.8%Added
Ensign Peak Advisors, Inc31,900$1.69M0.00%+5,800+22.2%Added
Nisa Investment Advisors, LLC33,177$1.76M0.01%−4,850−12.8%Reduced
Advisor Group Holdings, Inc.34,536$1.83M0.00%−12,497−26.6%Reduced
Scoggin Management LP37,500$1.99M2.14%+12,500+50.0%Added
Voya Investment Management LLC38,320$2.03M0.00%−85−0.2%Reduced
New York State Common Retirement Fund39,268$2.08M0.00%−995−2.5%Reduced
Private Advisor Group, LLC39,781$2.11M0.02%+3,369+9.3%Added
Citigroup Inc40,289$2.13M0.00%+5,239+14.9%Added
FORA Capital, LLC40,577$2.15M0.18%+40,577New
Carnegie Capital Asset Management, LLC40,810$2.16M0.07%−45,270−52.6%Reduced
Ameriprise Financial Inc42,500$2.25M0.00%−5,228−11.0%Reduced
LPL Financial LLC42,890$2.27M0.00%+7,252+20.3%Added
Janus Henderson Group PLC43,145$2.29M0.00%−4,836−10.1%Reduced
Rafferty Asset Management, LLC43,792$2.32M0.01%+12,193+38.6%Added
Algert Global LLC44,530$2.36M0.09%+7,280+19.5%Added
Advisory Research Inc44,597$2.36M0.36%+14,749+49.4%Added
Engineers Gate Manager LP44,806$2.37M0.07%−27,412−38.0%Reduced
Wells Fargo & Company45,732$2.42M0.00%+8,653+23.3%Added
Bank of Montreal45,078$2.50M0.00%−419,005−90.3%Reduced
American International Group, Inc.47,720$2.53M0.01%−193−0.4%Reduced
Cambridge Investment Research Advisors, Inc.48,272$2.56M0.01%+40,557+525.7%Added
Susquehanna International Group, LLP48,898$2.59M0.00%+34,143+231.4%Added
BI Asset Management Fondsmaeglerselskab A/S50,193$2.66M0.06%+50,193New
MetLife Investment Management50,623$2.68M0.02%00.0%Unchanged