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, Q1 2024
Institutional positions in Carvana Co. as of Mar 31, 2024. 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
- 334
- +44 vs. Q4 2023
- Shares held
- 116.4M
- −2.78M (−2.3%) vs. Q4 2023
- Total value
- $10.2B
- +$3.91B (+62.0%) vs. Q4 2023
- New holders
- 77
- 98 more added
- Sold out
- 33
- 114 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 14,712,804 | $1.29B | 0.10% | −2,236,899−13.2% | Reduced |
| Vanguard Group Inc | 10,290,551 | $904.6M | 0.02% | +266,972+2.7% | Added |
| BlackRock Inc. | 7,981,049 | $701.6M | 0.02% | +18,516+0.2% | Added |
| Price T Rowe Associates Inc | 7,459,065 | $655.7M | 0.08% | +2,112,463+39.5% | Added |
| CAS Investment Partners, LLC | 6,530,894 | $574.1M | 51.45% | −296,909−4.3% | Reduced |
| Greenoaks Capital Partners LLC | 6,015,032 | $528.8M | 43.60% | −25,000−0.4% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $439.6M | 31.61% | −4,490,000−47.3% | Reduced |
| D. E. Shaw & Co., Inc. | 4,483,749 | $394.2M | 0.51% | +795,789+21.6% | Added |
| FMR LLC | 3,792,625 | $333.4M | 0.02% | +355,992+10.4% | Added |
| Exor Capital LLP | 3,723,914 | $327.4M | 13.71% | −901,358−19.5% | Reduced |
| State Street Corp | 2,386,351 | $209.8M | 0.01% | +113,001+5.0% | Added |
| Two Sigma Advisers, LP | 2,380,935 | $209.3M | 0.48% | −9,800−0.4% | Reduced |
| Thrive Capital Management, LLC | 2,267,610 | $199.3M | 28.28% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,260,522 | $198.7M | 0.49% | −177,864−7.3% | Reduced |
| Geode Capital Management, LLC | 2,258,331 | $198.6M | 0.02% | +162,943+7.8% | Added |
| Camelot Capital Partners, LLC | 2,192,168 | $192.7M | 90.24% | 00.0% | Unchanged |
| KPS Global Asset Management UK Ltd | 1,404,506 | $123.5M | 45.85% | 00.0% | Unchanged |
| Goodnow Investment Group, LLC | 1,323,684 | $116.4M | 13.97% | −140,844−9.6% | Reduced |
| Goldman Sachs Group Inc | 1,262,503 | $111.0M | 0.02% | +214,137+20.4% | Added |
| First Trust Advisors LP | 1,069,433 | $94.0M | 0.10% | −414,511−27.9% | Reduced |
| General Equity Holdings LP | 1,063,062 | $93.5M | 77.62% | 00.0% | Unchanged |
| FPR Partners LLC | 968,700 | $85.2M | 6.76% | −868,400−47.3% | Reduced |
| Northern Trust Corp | 946,251 | $83.2M | 0.01% | +22,931+2.5% | Added |
| Man Group plc | 899,767 | $79.1M | 0.21% | +523,852+139.4% | Added |
| Bank of America Corp | 883,980 | $77.7M | 0.01% | −7,396−0.8% | Reduced |
| Steadview Capital Management LLC | 876,905 | $77.1M | 22.78% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 861,600 | $75.7M | 0.28% | +299,616+53.3% | Added |
| Charles Schwab Investment Management Inc | 859,080 | $75.5M | 0.02% | +27,201+3.3% | Added |
| RV Capital GmbH | 847,531 | $74.5M | 19.90% | +132,119+18.5% | Added |
| Renaissance Technologies LLC | 724,900 | $63.7M | 0.10% | −1,061,900−59.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 717,007 | $63.0M | 0.04% | +10,481+1.5% | Added |
| Citadel Advisors LLC | 631,916 | $55.6M | 0.05% | +560,901+789.8% | Added |
| National Philanthropic Trust | 620,837 | $54.6M | 1.19% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 588,149 | $51.7M | 3.50% | +88,149+17.6% | Added |
| Schusterman Interests, LLC | 536,000 | $47.1M | 36.62% | 00.0% | Unchanged |
| Jane Street Group, LLC | 520,488 | $45.8M | 0.06% | −9,481−1.8% | Reduced |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 520,000 | $45.7M | 0.10% | 00.0% | Unchanged |
| Par Capital Management Inc | 506,000 | $44.5M | 1.38% | +104,000+25.9% | Added |
| Moore Capital Management, LP | 488,655 | $43.0M | 0.88% | +488,655 | New |
| Millennium Management LLC | 488,574 | $43.0M | 0.04% | −784,115−61.6% | Reduced |
| Point72 Asset Management, L.P. | 472,541 | $41.5M | 0.12% | +472,541 | New |
| Contour Asset Management LLC | 462,118 | $40.6M | 1.59% | +462,118 | New |
| Norges Bank | 448,313 | $39.4M | 0.01% | +442,541+7,667.0% | Added |
| Brightlight Capital Management LP | 414,500 | $36.4M | 20.59% | −20,000−4.6% | Reduced |
| Squarepoint Ops LLC | 369,257 | $32.5M | 0.13% | +284,647+336.4% | Added |
| Bank of New York Mellon Corp | 366,446 | $32.2M | 0.01% | −27,081−6.9% | Reduced |
| Selkirk Management LLC | 365,220 | $32.1M | 16.48% | 00.0% | Unchanged |
| Group One Trading, L.P. | 360,440 | $31.7M | 1.13% | +360,440 | New |
| JPMorgan Chase & Co | 352,814 | $31.0M | 0.00% | +73,669+26.4% | Added |
| Nuveen Asset Management, LLC | 335,256 | $29.5M | 0.01% | +66,753+24.9% | Added |
| 683 Capital Management, LLC | 330,000 | $29.0M | 2.96% | −55,000−14.3% | Reduced |
| Dimensional Fund Advisors LP | 294,182 | $25.9M | 0.01% | +59,047+25.1% | Added |
| Divisadero Street Capital Management, LP | 279,807 | $24.6M | 5.78% | +129,807+86.5% | Added |
| Driehaus Capital Management LLC | 258,634 | $22.7M | 0.23% | −153,659−37.3% | Reduced |
| Panagora Asset Management Inc | 237,738 | $20.9M | 0.11% | +58,333+32.5% | Added |
| UBS Group AG | 206,080 | $18.1M | 0.01% | +198,856+2,752.7% | Added |
| Swiss National Bank | 191,300 | $16.8M | 0.01% | +12,800+7.2% | Added |
| Nishkama Capital, LLC | 187,116 | $16.4M | 1.87% | +159,906+587.7% | Added |
| California Public Employees Retirement System | 183,077 | $16.1M | 0.01% | +183,077 | New |
| Allianz Asset Management GmbH | 182,770 | $16.1M | 0.03% | −134,832−42.5% | Reduced |
| Canada Pension Plan Investment Board | 180,500 | $15.9M | 0.02% | +180,500 | New |
| Invesco Ltd. | 174,800 | $15.4M | 0.00% | −76,616−30.5% | Reduced |
| Balyasny Asset Management LLC | 173,823 | $15.3M | 0.04% | −283,192−62.0% | Reduced |
| Anabranch Capital Management, LP | 160,635 | $14.1M | 8.23% | −26,715−14.3% | Reduced |
| Rhumbline Advisers | 159,755 | $14.0M | 0.01% | +11,296+7.6% | Added |
| Twinbeech Capital LP | 159,682 | $14.0M | 0.29% | +71,122+80.3% | Added |
| Two Sigma Securities, LLC | 154,197 | $13.6M | 0.66% | +95,497+162.7% | Added |
| Manufacturers Life Insurance Company, The | 151,816 | $13.3M | 0.01% | +24,280+19.0% | Added |
| Deutsche Bank AG | 146,941 | $12.9M | 0.01% | +73,500+100.1% | Added |
| Amundi | 181,513 | $12.9M | 0.01% | −2,824−1.5% | Reduced |
| Berkshire Capital Holdings Inc | 136,630 | $12.0M | 4.80% | +136,620+1,366,200.0% | Added |
| Gotham Asset Management, LLC | 122,291 | $10.8M | 0.16% | −75,862−38.3% | Reduced |
| BNP Paribas Arbitrage, SA | 117,924 | $10.4M | 0.01% | −11,644−9.0% | Reduced |
| Alliancebernstein L.P. | 117,020 | $10.3M | 0.00% | +2,880+2.5% | Added |
| Penserra Capital Management LLC | 114,141 | $10.0M | 0.13% | −11,800−9.4% | Reduced |
| Bank of Montreal | 112,579 | $9.90M | 0.01% | +67,501+149.7% | Added |
| Hampton Road Capital Management LP | 108,264 | $9.52M | 1.26% | +108,264 | New |
| Barclays PLC | 104,274 | $9.17M | 0.00% | −60,611−36.8% | Reduced |
| Wolverine Trading, LLC | 103,565 | $9.10M | 0.09% | −66,963−39.3% | Reduced |
| California State Teachers Retirement System | 97,707 | $8.59M | 0.01% | +1,221+1.3% | Added |
| Credit Suisse AG | 97,326 | $8.56M | 0.01% | −400.0% | Reduced |
| Landscape Capital Management, L.L.C. | 95,022 | $8.35M | 0.73% | +10,913+13.0% | Added |
| Legal & General Group Plc | 94,685 | $8.32M | 0.00% | +6,528+7.4% | Added |
| Perbak Capital Partners LLP | 94,245 | $8.29M | 10.41% | +94,245 | New |
| HAP Trading, LLC | 92,365 | $8.12M | 2.52% | −70,938−43.4% | Reduced |
| UBS Asset Management Americas Inc | 89,479 | $7.87M | 0.00% | +1,233+1.4% | Added |
| Caption Management, LLC | 87,600 | $7.70M | 0.85% | +10,100+13.0% | Added |
| Wellington Management Group LLP | 85,971 | $7.56M | 0.00% | −2,871−3.2% | Reduced |
| FORA Capital, LLC | 84,969 | $7.47M | 0.61% | +44,392+109.4% | Added |
| Alta Park Capital, LP | 83,430 | $7.33M | 0.79% | −107,605−56.3% | Reduced |
| ProShare Advisors LLC | 81,023 | $7.12M | 0.02% | −79,518−49.5% | Reduced |
| AQR Capital Management LLC | 80,955 | $7.12M | 0.01% | +20,807+34.6% | Added |
| Zweig-DiMenna Associates LLC | 73,537 | $6.46M | 0.57% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 64,234 | $5.65M | 0.01% | −7,668−10.7% | Reduced |
| Citigroup Inc | 63,542 | $5.59M | 0.01% | +23,253+57.7% | Added |
| Simplex Trading, LLC | 60,394 | $5.31M | 0.15% | +60,394 | New |
| Marshall Wace, LLP | 59,898 | $5.27M | 0.01% | +59,898 | New |
| State of New Jersey Common Pension Fund D | 57,439 | $5.05M | 0.02% | −21,704−27.4% | Reduced |
| Federated Hermes, Inc. | 56,631 | $4.98M | 0.01% | +40,313+247.0% | Added |
| Holocene Advisors, LP | 55,719 | $4.90M | 0.02% | +55,719 | New |