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, 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 |
|---|---|---|---|---|---|
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 588,149 | $51.7M | 3.50% | +88,149+17.6% | Added |
| National Philanthropic Trust | 620,837 | $54.6M | 1.19% | 00.0% | Unchanged |
| Citadel Advisors LLC | 631,916 | $55.6M | 0.05% | +560,901+789.8% | Added |
| T. Rowe Price Investment Management, Inc. | 717,007 | $63.0M | 0.04% | +10,481+1.5% | Added |
| Renaissance Technologies LLC | 724,900 | $63.7M | 0.10% | −1,061,900−59.4% | Reduced |
| RV Capital GmbH | 847,531 | $74.5M | 19.90% | +132,119+18.5% | Added |
| Charles Schwab Investment Management Inc | 859,080 | $75.5M | 0.02% | +27,201+3.3% | Added |
| Voloridge Investment Management, LLC | 861,600 | $75.7M | 0.28% | +299,616+53.3% | Added |
| Steadview Capital Management LLC | 876,905 | $77.1M | 22.78% | 00.0% | Unchanged |
| Bank of America Corp | 883,980 | $77.7M | 0.01% | −7,396−0.8% | Reduced |
| Man Group plc | 899,767 | $79.1M | 0.21% | +523,852+139.4% | Added |
| Northern Trust Corp | 946,251 | $83.2M | 0.01% | +22,931+2.5% | Added |
| FPR Partners LLC | 968,700 | $85.2M | 6.76% | −868,400−47.3% | Reduced |
| General Equity Holdings LP | 1,063,062 | $93.5M | 77.62% | 00.0% | Unchanged |
| First Trust Advisors LP | 1,069,433 | $94.0M | 0.10% | −414,511−27.9% | Reduced |
| Goldman Sachs Group Inc | 1,262,503 | $111.0M | 0.02% | +214,137+20.4% | Added |
| Goodnow Investment Group, LLC | 1,323,684 | $116.4M | 13.97% | −140,844−9.6% | Reduced |
| KPS Global Asset Management UK Ltd | 1,404,506 | $123.5M | 45.85% | 00.0% | Unchanged |
| Camelot Capital Partners, LLC | 2,192,168 | $192.7M | 90.24% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 2,258,331 | $198.6M | 0.02% | +162,943+7.8% | Added |
| Two Sigma Investments, LP | 2,260,522 | $198.7M | 0.49% | −177,864−7.3% | Reduced |
| Thrive Capital Management, LLC | 2,267,610 | $199.3M | 28.28% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 2,380,935 | $209.3M | 0.48% | −9,800−0.4% | Reduced |
| State Street Corp | 2,386,351 | $209.8M | 0.01% | +113,001+5.0% | Added |
| Exor Capital LLP | 3,723,914 | $327.4M | 13.71% | −901,358−19.5% | Reduced |
| FMR LLC | 3,792,625 | $333.4M | 0.02% | +355,992+10.4% | Added |
| D. E. Shaw & Co., Inc. | 4,483,749 | $394.2M | 0.51% | +795,789+21.6% | Added |
| Spruce House Investment Management LLC | 5,000,000 | $439.6M | 31.61% | −4,490,000−47.3% | Reduced |
| Greenoaks Capital Partners LLC | 6,015,032 | $528.8M | 43.60% | −25,000−0.4% | Reduced |
| CAS Investment Partners, LLC | 6,530,894 | $574.1M | 51.45% | −296,909−4.3% | Reduced |
| Price T Rowe Associates Inc | 7,459,065 | $655.7M | 0.08% | +2,112,463+39.5% | Added |
| BlackRock Inc. | 7,981,049 | $701.6M | 0.02% | +18,516+0.2% | Added |
| Vanguard Group Inc | 10,290,551 | $904.6M | 0.02% | +266,972+2.7% | Added |
| Morgan Stanley | 14,712,804 | $1.29B | 0.10% | −2,236,899−13.2% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −187,673−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −178,129−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −118,196−100.0% | Sold out |
| WS Management LLLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −75,448−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −50,193−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −44,597−100.0% | Sold out |
| Scoggin Management LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −13,813−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,784−100.0% | Sold out |
| Waycross Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,720−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −7,178−100.0% | Sold out |
| Clearwater Capital Advisors, LLC | 0 | $0 | 0.00% | −5,840−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,790−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,033−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,970−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −3,833−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −3,813−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |