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 |
|---|---|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 55,669 | $2.95M | 0.00% | +1,125+2.1% | Added |
| Jump Financial, LLC | 57,782 | $3.06M | 0.10% | −15,477−21.1% | Reduced |
| Two Sigma Securities, LLC | 58,700 | $3.11M | 0.14% | +58,700 | New |
| Y-Intercept (Hong Kong) Ltd | 58,815 | $3.11M | 0.29% | +58,815 | New |
| AQR Capital Management LLC | 60,148 | $3.18M | 0.01% | +35,343+142.5% | Added |
| Schonfeld Strategic Advisors LLC | 68,210 | $3.61M | 0.03% | +68,210 | New |
| Citadel Advisors LLC | 71,015 | $3.76M | 0.00% | −52,096−42.3% | Reduced |
| State of Wisconsin Investment Board | 71,902 | $3.81M | 0.01% | −2,681−3.6% | Reduced |
| Deutsche Bank AG | 73,441 | $3.89M | 0.00% | +23,002+45.6% | Added |
| Zweig-DiMenna Associates LLC | 73,537 | $3.89M | 0.45% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 75,448 | $3.99M | 0.01% | −7,238−8.8% | Reduced |
| Caption Management, LLC | 77,500 | $4.10M | 0.45% | +77,500 | New |
| State of New Jersey Common Pension Fund D | 79,143 | $4.19M | 0.01% | +26,729+51.0% | Added |
| Landscape Capital Management, L.L.C. | 84,109 | $4.45M | 0.40% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 84,610 | $4.48M | 0.02% | +84,610 | New |
| Taylor Frigon Capital Management LLC | 85,496 | $4.53M | 2.27% | −1,719−2.0% | Reduced |
| Legal & General Group Plc | 88,157 | $4.67M | 0.00% | +924+1.1% | Added |
| UBS Asset Management Americas Inc | 88,246 | $4.67M | 0.00% | +8,760+11.0% | Added |
| Twinbeech Capital LP | 88,560 | $4.69M | 0.08% | −39,963−31.1% | Reduced |
| Wellington Management Group LLP | 88,842 | $4.70M | 0.00% | +88,842 | New |
| California State Teachers Retirement System | 96,486 | $5.11M | 0.01% | −4,540−4.5% | Reduced |
| Credit Suisse AG | 97,366 | $5.15M | 0.01% | −2,632−2.6% | Reduced |
| WS Management LLLP | 100,000 | $5.29M | 0.52% | +100,000 | New |
| Alliancebernstein L.P. | 114,140 | $6.04M | 0.00% | +1,200+1.1% | Added |
| Quadrature Capital Ltd | 118,196 | $6.27M | 0.11% | +66,386+128.1% | Added |
| Penserra Capital Management LLC | 125,941 | $6.67M | 0.13% | +10,951+9.5% | Added |
| Manufacturers Life Insurance Company, The | 127,536 | $6.75M | 0.00% | +7,387+6.1% | Added |
| BNP Paribas Arbitrage, SA | 129,568 | $6.86M | 0.01% | −51,622−28.5% | Reduced |
| Rhumbline Advisers | 148,459 | $7.86M | 0.01% | −1,174−0.8% | Reduced |
| Divisadero Street Capital Management, LP | 150,000 | $7.94M | 1.80% | 00.0% | Unchanged |
| ProShare Advisors LLC | 160,541 | $8.50M | 0.03% | +45,576+39.6% | Added |
| HAP Trading, LLC | 163,303 | $8.65M | 2.54% | +163,303 | New |
| Amundi | 184,337 | $8.69M | 0.00% | +54,349+41.8% | Added |
| Barclays PLC | 164,885 | $8.73M | 0.00% | +43,817+36.2% | Added |
| Wolverine Trading, LLC | 170,528 | $9.03M | 0.07% | +86,231+102.3% | Added |
| Parallax Volatility Advisers, L.P. | 178,129 | $9.43M | 0.26% | +178,129 | New |
| Swiss National Bank | 178,500 | $9.45M | 0.01% | −19,900−10.0% | Reduced |
| Panagora Asset Management Inc | 179,405 | $9.50M | 0.05% | −964−0.5% | Reduced |
| Anabranch Capital Management, LP | 187,350 | $9.92M | 6.31% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 187,673 | $9.94M | 0.14% | −48,977−20.7% | Reduced |
| Alta Park Capital, LP | 191,035 | $10.1M | 1.04% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 198,153 | $10.5M | 0.19% | −56,458−22.2% | Reduced |
| Dimensional Fund Advisors LP | 235,135 | $12.5M | 0.00% | −2,714−1.1% | Reduced |
| Invesco Ltd. | 251,416 | $13.3M | 0.00% | −188,775−42.9% | Reduced |
| Nuveen Asset Management, LLC | 268,503 | $14.2M | 0.00% | +4,892+1.9% | Added |
| JPMorgan Chase & Co | 279,145 | $14.8M | 0.00% | +135,608+94.5% | Added |
| Allianz Asset Management GmbH | 317,602 | $16.8M | 0.03% | +82,602+35.1% | Added |
| Selkirk Management LLC | 365,220 | $19.3M | 13.08% | +39,000+12.0% | Added |
| Man Group plc | 375,915 | $19.9M | 0.06% | – | – |
| 683 Capital Management, LLC | 385,000 | $20.4M | 2.04% | +335,000+670.0% | Added |
| Bank of New York Mellon Corp | 393,527 | $20.8M | 0.00% | +32,947+9.1% | Added |
| Par Capital Management Inc | 402,000 | $21.3M | 0.70% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 412,293 | $21.8M | 0.26% | +146,723+55.2% | Added |
| Brightlight Capital Management LP | 434,500 | $23.0M | 16.59% | −277,175−38.9% | Reduced |
| Balyasny Asset Management LLC | 457,015 | $24.2M | 0.07% | +208,898+84.2% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 500,000 | $26.5M | 1.95% | +75,000+17.6% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $27.5M | 0.07% | 00.0% | Unchanged |
| Jane Street Group, LLC | 529,969 | $28.1M | 0.03% | +70,983+15.5% | Added |
| Schusterman Interests, LLC | 536,000 | $28.4M | 41.63% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 561,984 | $29.8M | 0.12% | −18,907−3.3% | Reduced |
| National Philanthropic Trust | 620,837 | $32.9M | 0.87% | +620,837 | New |
| T. Rowe Price Investment Management, Inc. | 706,526 | $37.4M | 0.02% | +706,526 | New |
| RV Capital GmbH | 715,412 | $37.9M | 10.96% | +79,277+12.5% | Added |
| Charles Schwab Investment Management Inc | 831,879 | $44.0M | 0.01% | +53,318+6.8% | Added |
| Steadview Capital Management LLC | 876,905 | $46.4M | 15.92% | +118,500+15.6% | Added |
| Bank of America Corp | 891,376 | $47.2M | 0.01% | +361,823+68.3% | Added |
| Northern Trust Corp | 923,320 | $48.9M | 0.01% | +34,815+3.9% | Added |
| Goldman Sachs Group Inc | 1,048,366 | $55.5M | 0.01% | +174,591+20.0% | Added |
| General Equity Holdings LP | 1,063,062 | $56.3M | 65.16% | 00.0% | Unchanged |
| Millennium Management LLC | 1,272,689 | $67.4M | 0.06% | +585,766+85.3% | Added |
| KPS Global Asset Management UK Ltd | 1,404,506 | $74.4M | 38.98% | −145,494−9.4% | Reduced |
| Goodnow Investment Group, LLC | 1,464,528 | $77.5M | 10.90% | +23,140+1.6% | Added |
| First Trust Advisors LP | 1,483,944 | $78.6M | 0.09% | +216,893+17.1% | Added |
| Renaissance Technologies LLC | 1,786,800 | $94.6M | 0.15% | +411,500+29.9% | Added |
| FPR Partners LLC | 1,837,100 | $97.3M | 6.36% | −421,400−18.7% | Reduced |
| Geode Capital Management, LLC | 2,095,388 | $110.9M | 0.01% | +157,782+8.1% | Added |
| Camelot Capital Partners, LLC | 2,192,168 | $116.1M | 81.94% | +2,192,168 | New |
| Thrive Capital Management, LLC | 2,267,610 | $120.0M | 24.79% | 00.0% | Unchanged |
| State Street Corp | 2,273,350 | $120.4M | 0.01% | +85,909+3.9% | Added |
| Two Sigma Advisers, LP | 2,390,735 | $126.6M | 0.30% | +153,700+6.9% | Added |
| Two Sigma Investments, LP | 2,438,386 | $129.1M | 0.31% | +289,174+13.5% | Added |
| FMR LLC | 3,436,633 | $181.9M | 0.01% | −1,259,877−26.8% | Reduced |
| D. E. Shaw & Co., Inc. | 3,687,960 | $195.2M | 0.28% | +871,407+30.9% | Added |
| Exor Capital LLP | 4,625,272 | $244.9M | 11.79% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 5,346,602 | $283.1M | 0.04% | +165,379+3.2% | Added |
| Greenoaks Capital Partners LLC | 6,040,032 | $319.8M | 37.19% | 00.0% | Unchanged |
| CAS Investment Partners, LLC | 6,827,803 | $361.5M | 43.72% | 00.0% | Unchanged |
| BlackRock Inc. | 7,962,533 | $421.5M | 0.01% | +989,875+14.2% | Added |
| Spruce House Investment Management LLC | 9,490,000 | $502.4M | 39.50% | −510,000−5.1% | Reduced |
| Vanguard Group Inc | 10,023,579 | $530.6M | 0.01% | +655,603+7.0% | Added |
| Morgan Stanley | 16,949,703 | $897.3M | 0.08% | +2,193,193+14.9% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 593 | – | – | +593 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −549,818−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −545,630−100.0% | Sold out |
| 3G Capital Partners LP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −89,449−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87,164−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −68,579−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −58,600−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −48,174−100.0% | Sold out |