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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, Q2 2024

Institutional positions in Carvana Co. as of Jun 30, 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
411
+80 vs. Q1 2024
Shares held
116.6M
+318.6K (+0.3%) vs. Q1 2024
Total value
$15.0B
+$4.80B (+47.0%) vs. Q1 2024
New holders
111
133 more added
Sold out
31
124 more reduced

3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 411 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 heldQ2 2024: $15.0B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2024.

Institutions holding CVNA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Price T Rowe Associates Inc12,053,387$1.55B0.19%+4,594,322+61.6%Added
Vanguard Group Inc9,966,005$1.28B0.02%−324,546−3.2%Reduced
CAS Investment Partners, LLC6,530,894$840.7M65.65%00.0%Unchanged
FMR LLC6,479,134$834.0M0.05%+2,686,509+70.8%Added
Morgan Stanley6,170,045$794.2M0.06%−8,542,759−58.1%Reduced
Greenoaks Capital Partners LLC5,854,942$753.6M50.75%−160,090−2.7%Reduced
Spruce House Investment Management LLC5,000,000$643.6M42.38%00.0%Unchanged
BlackRock Inc.4,917,652$633.0M0.01%−3,063,397−38.4%Reduced
Exor Capital LLP3,776,747$486.1M16.33%+52,833+1.4%Added
D. E. Shaw & Co., Inc.3,654,799$470.4M0.66%−828,950−18.5%Reduced
Two Sigma Advisers, LP2,396,835$308.5M0.69%+15,900+0.7%Added
Thrive Capital Management, LLC2,267,610$291.9M34.24%00.0%Unchanged
Camelot Capital Partners, LLC2,192,168$282.2M93.53%00.0%Unchanged
Two Sigma Investments, LP2,037,385$262.3M0.62%−223,137−9.9%Reduced
State Street Corp1,769,901$227.8M0.01%−616,450−25.8%Reduced
Geode Capital Management, LLC1,672,487$215.3M0.02%−585,844−25.9%Reduced
Goldman Sachs Group Inc1,554,548$200.1M0.04%+292,045+23.1%Added
KPS Global Asset Management UK Ltd1,500,000$193.1M57.42%+95,494+6.8%Added
Jane Street Group, LLC1,278,383$164.6M0.18%+757,895+145.6%Added
Goodnow Investment Group, LLC1,104,257$142.1M16.45%−219,427−16.6%Reduced
General Equity Holdings LP1,063,062$136.8M83.58%00.0%Unchanged
Qube Research & Technologies Ltd904,514$116.4M0.21%+903,616+100,625.4%Added
Northern Trust Corp898,333$115.6M0.02%−47,918−5.1%Reduced
Durable Capital Partners LP840,131$108.1M0.89%+840,131New
Steadview Capital Management LLC834,905$107.5M36.07%−42,000−4.8%Reduced
RV Capital GmbH819,631$105.5M25.38%−27,900−3.3%Reduced
Renaissance Technologies LLC813,400$104.7M0.18%+88,500+12.2%Added
FPR Partners LLC800,000$103.0M10.41%−168,700−17.4%Reduced
Contour Asset Management LLC795,986$102.5M3.46%+333,868+72.2%Added
T. Rowe Price Investment Management, Inc.731,635$94.2M0.06%+14,628+2.0%Added
Alyeska Investment Group, L.P.717,432$92.3M0.53%+717,432New
Moore Capital Management, LP713,977$91.9M2.01%+225,322+46.1%Added
Millennium Management LLC707,119$91.0M0.08%+218,545+44.7%Added
Man Group plc706,066$90.9M0.24%−193,701−21.5%Reduced
Charles Schwab Investment Management Inc684,967$88.2M0.02%−174,113−20.3%Reduced
HRT Financial LP640,807$82.5M0.46%+640,807New
National Philanthropic Trust620,387$79.9M1.52%−450−0.1%Reduced
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV588,149$75.7M4.74%00.0%Unchanged
Driehaus Capital Management LLC581,787$74.9M0.72%+323,153+124.9%Added
Bank of America Corp561,423$72.3M0.01%−322,557−36.5%Reduced
First Trust Advisors LP555,147$71.5M0.07%−514,286−48.1%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors553,621$71.3M0.27%+553,621New
Sylebra Capital LLC525,839$67.7M2.51%+525,839New
Kinetic Partners Management, LP512,800$66.0M4.80%+512,800New
Point72 Asset Management, L.P.511,333$65.8M0.21%+38,792+8.2%Added
Par Capital Management Inc506,000$65.1M2.05%00.0%Unchanged
Senator Investment Group LP495,394$63.8M3.11%+495,394New
Squarepoint Ops LLC405,998$52.3M0.20%+36,741+9.9%Added
Voloridge Investment Management, LLC403,564$51.9M0.19%−458,036−53.2%Reduced
Susquehanna International Group, LLP397,247$51.1M0.09%+389,804+5,237.2%Added
Selkirk Management LLC365,220$47.0M22.04%00.0%Unchanged
Dimensional Fund Advisors LP353,664$45.6M0.01%+59,482+20.2%Added
BNP Paribas Arbitrage, SA345,265$44.4M0.05%+227,341+192.8%Added
Bank of New York Mellon Corp342,924$44.1M0.01%−23,522−6.4%Reduced
Summit Partners Public Asset Management, LLC329,215$42.4M1.95%+329,215New
Nuveen Asset Management, LLC327,318$42.1M0.01%−7,938−2.4%Reduced
Assenagon Asset Management S.A.310,732$40.0M0.10%+310,732New
Mane Global Capital Management LP302,824$39.0M2.74%+302,824New
Healthcare of Ontario Pension Plan Trust Fund293,100$37.7M0.11%+293,100New
683 Capital Management, LLC275,000$35.4M3.71%−55,000−16.7%Reduced
Brightlight Capital Management LP273,400$35.2M18.82%−141,100−34.0%Reduced
Schusterman Interests, LLC268,000$34.5M45.05%−268,000−50.0%Reduced
Holocene Advisors, LP266,129$34.3M0.14%+210,410+377.6%Added
Group One Trading, L.P.262,129$33.7M1.06%−98,311−27.3%Reduced
Canada Pension Plan Investment Board256,600$33.0M0.03%+76,100+42.2%Added
Invesco Ltd.253,267$32.6M0.01%+78,467+44.9%Added
Divisadero Street Capital Management, LP249,772$32.2M5.25%−30,035−10.7%Reduced
North Peak Capital Management, LLC239,041$30.8M3.61%+239,041New
Balyasny Asset Management LLC236,647$30.5M0.08%+62,824+36.1%Added
UBS Asset Management Americas Inc231,431$29.8M0.01%+141,952+158.6%Added
Capital Fund Management S.A.230,845$29.7M0.34%+230,845New
Norges Bank221,898$28.6M0.00%−226,415−50.5%Reduced
Tudor Investment Corp Et Al208,076$26.8M0.30%+208,076New
Bank of Montreal203,414$26.3M0.01%+90,835+80.7%Added
Swiss National Bank194,500$25.0M0.02%+3,200+1.7%Added
California Public Employees Retirement System192,755$24.8M0.02%+9,678+5.3%Added
Legal & General Group Plc180,028$23.2M0.01%+85,343+90.1%Added
Nishkama Capital, LLC176,121$22.7M3.39%−10,995−5.9%Reduced
Manufacturers Life Insurance Company, The166,904$21.5M0.02%+15,088+9.9%Added
Steadfast Capital Management LP166,148$21.4M0.51%+166,148New
No Street GP LP165,000$21.2M1.79%+165,000New
New York State Common Retirement Fund148,052$19.1M0.03%+107,156+262.0%Added
Citadel Advisors LLC144,728$18.6M0.02%−487,188−77.1%Reduced
Cubist Systematic Strategies, LLC142,701$18.4M0.32%+96,831+211.1%Added
BIT Capital GmbH138,813$17.9M1.62%+138,813New
Citigroup Inc136,552$17.6M0.02%+73,010+114.9%Added
Allianz Asset Management GmbH129,663$16.7M0.03%−53,107−29.1%Reduced
Verition Fund Management LLC128,474$16.5M0.13%+75,568+142.8%Added
Schonfeld Strategic Advisors LLC122,551$15.8M0.12%+90,508+282.5%Added
Panagora Asset Management Inc120,085$15.5M0.08%−117,653−49.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.115,838$14.9M0.04%+115,838New
Anabranch Capital Management, LP113,940$14.7M8.73%−46,695−29.1%Reduced
Jump Financial, LLC112,792$14.5M0.29%+72,546+180.3%Added
Rhumbline Advisers109,860$14.1M0.01%−49,895−31.2%Reduced
Federated Hermes, Inc.98,686$12.7M0.03%+42,055+74.3%Added
California State Teachers Retirement System97,003$12.5M0.02%−704−0.7%Reduced
Marshall Wace, LLP95,181$12.3M0.02%+35,283+58.9%Added
Gotham Asset Management, LLC94,947$12.2M0.16%−27,344−22.4%Reduced
Alta Park Capital, LP93,951$12.1M1.59%+10,521+12.6%Added
Deutsche Bank AG91,074$11.7M0.01%−55,867−38.0%Reduced