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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 2,396,835 | $308.5M | 0.69% | +15,900+0.7% | Added |
| D. E. Shaw & Co., Inc. | 3,654,799 | $470.4M | 0.66% | −828,950−18.5% | Reduced |
| Exor Capital LLP | 3,776,747 | $486.1M | 16.33% | +52,833+1.4% | Added |
| BlackRock Inc. | 4,917,652 | $633.0M | 0.01% | −3,063,397−38.4% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $643.6M | 42.38% | 00.0% | Unchanged |
| Greenoaks Capital Partners LLC | 5,854,942 | $753.6M | 50.75% | −160,090−2.7% | Reduced |
| Morgan Stanley | 6,170,045 | $794.2M | 0.06% | −8,542,759−58.1% | Reduced |
| FMR LLC | 6,479,134 | $834.0M | 0.05% | +2,686,509+70.8% | Added |
| CAS Investment Partners, LLC | 6,530,894 | $840.7M | 65.65% | 00.0% | Unchanged |
| Vanguard Group Inc | 9,966,005 | $1.28B | 0.02% | −324,546−3.2% | Reduced |
| Price T Rowe Associates Inc | 12,053,387 | $1.55B | 0.19% | +4,594,322+61.6% | Added |
| Gates Foundation TrustSuperinvestorGates Foundation Trust | 0 | $0 | 0.00% | −520,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −159,682−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −108,264−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −94,245−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −84,969−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −73,537−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −50,870−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −49,950−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −23,916−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −10,294−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −10,150−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −5,506−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −4,373−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,065−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −3,575−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Global Strategic Investment Solutions, LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Imprint Wealth LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |