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, Q3 2024
Institutional positions in Carvana Co. as of Sep 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
- 489
- +81 vs. Q2 2024
- Shares held
- 119.3M
- +7.62M (+6.8%) vs. Q2 2024
- Total value
- $20.8B
- +$6.41B (+44.6%) vs. Q2 2024
- New holders
- 119
- 172 more added
- Sold out
- 38
- 151 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 13,690,213 | $2.38B | 0.27% | +1,636,826+13.6% | Added |
| FMR LLC | 12,361,790 | $2.15B | 0.13% | +5,882,656+90.8% | Added |
| Vanguard Group Inc | 10,815,133 | $1.88B | 0.03% | +849,128+8.5% | Added |
| CAS Investment Partners, LLC | 6,453,594 | $1.12B | 74.52% | −77,300−1.2% | Reduced |
| Greenoaks Capital Partners LLC | 5,838,453 | $1.02B | 54.59% | −16,489−0.3% | Reduced |
| BlackRock, Inc. | 5,593,172 | $973.8M | 0.02% | +5,593,172 | New |
| Morgan Stanley | 5,513,977 | $960.0M | 0.07% | −656,068−10.6% | Reduced |
| Spruce House Investment Management LLC | 5,000,000 | $870.5M | 42.68% | 00.0% | Unchanged |
| Exor Capital LLP | 3,929,935 | $684.2M | 19.73% | +153,188+4.1% | Added |
| D. E. Shaw & Co., Inc. | 2,290,245 | $398.8M | 0.52% | −1,364,554−37.3% | Reduced |
| Thrive Capital Management, LLC | 2,267,610 | $394.8M | 39.35% | 00.0% | Unchanged |
| Camelot Capital Partners, LLC | 2,099,757 | $365.6M | 92.79% | −92,411−4.2% | Reduced |
| Durable Capital Partners LP | 2,038,986 | $355.0M | 2.60% | +1,198,855+142.7% | Added |
| Two Sigma Advisers, LP | 1,950,035 | $339.5M | 0.80% | −446,800−18.6% | Reduced |
| State Street Corp | 1,877,511 | $326.9M | 0.01% | +107,610+6.1% | Added |
| Geode Capital Management, LLC | 1,803,546 | $315.1M | 0.03% | +131,059+7.8% | Added |
| Two Sigma Investments, LP | 1,517,358 | $264.2M | 0.60% | −520,027−25.5% | Reduced |
| KPS Global Asset Management UK Ltd | 1,500,000 | $261.2M | 62.36% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 1,398,613 | $243.5M | 0.45% | +494,099+54.6% | Added |
| Renaissance Technologies LLC | 1,000,800 | $174.2M | 0.26% | +187,400+23.0% | Added |
| Whale Rock Capital Management LLC | 935,919 | $163.0M | 2.29% | +935,919 | New |
| Goodnow Investment Group, LLC | 879,987 | $153.2M | 16.25% | −224,270−20.3% | Reduced |
| RV Capital GmbH | 761,731 | $132.6M | 27.35% | −57,900−7.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 725,911 | $126.4M | 0.08% | −5,724−0.8% | Reduced |
| Palestra Capital Management LLC | 698,813 | $121.7M | 4.01% | +698,813 | New |
| Contour Asset Management LLC | 692,360 | $120.5M | 3.98% | −103,626−13.0% | Reduced |
| General Equity Holdings LP | 662,463 | $115.3M | 80.13% | −400,599−37.7% | Reduced |
| National Philanthropic Trust | 620,387 | $108.0M | 1.96% | 00.0% | Unchanged |
| Steadview Capital Management LLC | 612,405 | $106.6M | 32.84% | −222,500−26.6% | Reduced |
| First Trust Advisors LP | 570,996 | $99.4M | 0.09% | +15,849+2.9% | Added |
| Holocene Advisors, LP | 554,112 | $96.5M | 0.39% | +287,983+108.2% | Added |
| Lord, Abbett & Co. LLC | 538,473 | $93.8M | 0.30% | +503,824+1,454.1% | Added |
| BNP Paribas Arbitrage, SA | 536,319 | $93.4M | 0.09% | +191,054+55.3% | Added |
| Millennium Management LLC | 516,770 | $90.0M | 0.08% | −190,349−26.9% | Reduced |
| Par Capital Management Inc | 504,400 | $87.8M | 2.49% | −1,600−0.3% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 500,000 | $87.1M | 6.03% | −88,149−15.0% | Reduced |
| Northern Trust Corp | 499,358 | $86.9M | 0.01% | −398,975−44.4% | Reduced |
| Bank of America Corp | 454,626 | $79.2M | 0.01% | −106,797−19.0% | Reduced |
| Driehaus Capital Management LLC | 449,224 | $78.2M | 0.67% | −132,563−22.8% | Reduced |
| Norges Bank | 445,074 | $77.5M | 0.01% | +223,176+100.6% | Added |
| Senator Investment Group LP | 426,524 | $74.3M | 3.53% | −68,870−13.9% | Reduced |
| Charles Schwab Investment Management Inc | 423,873 | $73.8M | 0.01% | −261,094−38.1% | Reduced |
| Eagle Asset Management Inc | 290,222 | $70.9M | 0.36% | +290,222 | New |
| FPR Partners LLC | 400,000 | $69.6M | 6.50% | −400,000−50.0% | Reduced |
| Dimensional Fund Advisors LP | 392,183 | $68.3M | 0.02% | +38,519+10.9% | Added |
| Nuveen Asset Management, LLC | 388,214 | $67.6M | 0.02% | +60,896+18.6% | Added |
| Divisadero Street Capital Management, LP | 380,772 | $66.3M | 8.53% | +131,000+52.4% | Added |
| Selkirk Management LLC | 365,220 | $63.6M | 25.99% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 357,282 | $62.2M | 0.01% | −1,197,266−77.0% | Reduced |
| Bank of New York Mellon Corp | 347,546 | $60.5M | 0.01% | +4,622+1.3% | Added |
| Citigroup Inc | 332,909 | $58.0M | 0.05% | +196,357+143.8% | Added |
| Squarepoint Ops LLC | 330,753 | $57.6M | 0.19% | −75,245−18.5% | Reduced |
| Voloridge Investment Management, LLC | 314,315 | $54.7M | 0.20% | −89,249−22.1% | Reduced |
| Kinetic Partners Management, LP | 313,700 | $54.6M | 3.79% | −199,100−38.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 306,148 | $53.3M | 0.13% | +13,048+4.5% | Added |
| Capital Fund Management S.A. | 294,187 | $51.2M | 0.57% | +63,342+27.4% | Added |
| Summit Partners Public Asset Management, LLC | 290,351 | $50.6M | 2.28% | −38,864−11.8% | Reduced |
| Assenagon Asset Management S.A. | 287,110 | $50.0M | 0.10% | −23,622−7.6% | Reduced |
| Brightlight Capital Management LP | 273,400 | $47.6M | 22.93% | 00.0% | Unchanged |
| Viking Global Investors LPSuperinvestorViking Global Investors | 269,088 | $46.9M | 0.17% | −284,533−51.4% | Reduced |
| Trexquant Investment LP | 260,472 | $45.4M | 0.57% | +184,428+242.5% | Added |
| Avala Global LP | 255,800 | $44.5M | 2.93% | +255,800 | New |
| Balyasny Asset Management LLC | 252,467 | $44.0M | 0.11% | +15,820+6.7% | Added |
| Steadfast Capital Management LP | 248,648 | $43.3M | 1.01% | +82,500+49.7% | Added |
| Mane Global Capital Management LP | 236,250 | $41.1M | 2.87% | −66,574−22.0% | Reduced |
| Federated Hermes, Inc. | 236,214 | $41.1M | 0.09% | +137,528+139.4% | Added |
| Bank of Montreal | 239,336 | $40.6M | 0.02% | +35,922+17.7% | Added |
| UBS Group AG | 232,496 | $40.5M | 0.01% | +143,228+160.4% | Added |
| 683 Capital Management, LLC | 225,000 | $39.2M | 3.99% | −50,000−18.2% | Reduced |
| UBS Asset Management Americas Inc | 218,294 | $38.0M | 0.01% | −13,137−5.7% | Reduced |
| Scopus Asset Management, L.P. | 215,000 | $37.4M | 1.11% | +215,000 | New |
| Susquehanna International Group, LLP | 214,891 | $37.4M | 0.06% | −182,356−45.9% | Reduced |
| JPMorgan Chase & Co | 214,854 | $37.4M | 0.00% | +131,662+158.3% | Added |
| Wells Fargo & Company | 214,724 | $37.4M | 0.01% | +161,343+302.2% | Added |
| No Street GP LP | 210,000 | $36.6M | 2.82% | +45,000+27.3% | Added |
| Swiss National Bank | 207,900 | $36.2M | 0.02% | +13,400+6.9% | Added |
| California Public Employees Retirement System | 196,246 | $34.2M | 0.02% | +3,491+1.8% | Added |
| Invesco Ltd. | 192,371 | $33.5M | 0.01% | −60,896−24.0% | Reduced |
| Tudor Investment Corp Et Al | 186,487 | $32.5M | 0.36% | −21,589−10.4% | Reduced |
| Global Endowment Management, LP | 180,021 | $31.3M | 3.17% | +165,287+1,121.8% | Added |
| Rhumbline Advisers | 171,394 | $29.8M | 0.03% | +61,534+56.0% | Added |
| Manufacturers Life Insurance Company, The | 171,389 | $29.8M | 0.03% | +4,485+2.7% | Added |
| Cubist Systematic Strategies, LLC | 161,907 | $28.2M | 0.43% | +19,206+13.5% | Added |
| New York State Common Retirement Fund | 156,901 | $27.3M | 0.04% | +8,849+6.0% | Added |
| North Peak Capital Management, LLC | 145,094 | $25.3M | 3.55% | −93,947−39.3% | Reduced |
| Point72 Asset Management, L.P. | 143,320 | $25.0M | 0.09% | −368,013−72.0% | Reduced |
| Moore Capital Management, LP | 134,539 | $23.4M | 0.68% | −579,438−81.2% | Reduced |
| Prudential Financial Inc | 133,348 | $23.2M | 0.03% | +56,762+74.1% | Added |
| Parallax Volatility Advisers, L.P. | 130,860 | $22.8M | 0.59% | +130,860 | New |
| Man Group plc | 130,675 | $22.8M | 0.06% | −575,391−81.5% | Reduced |
| Legal & General Group Plc | 121,991 | $21.2M | 0.01% | −58,037−32.2% | Reduced |
| Anabranch Capital Management, LP | 120,260 | $20.9M | 12.29% | +6,320+5.5% | Added |
| Jump Financial, LLC | 104,080 | $18.1M | 0.37% | −8,712−7.7% | Reduced |
| Amundi | 92,249 | $17.6M | 0.01% | +73,398+389.4% | Added |
| Neuberger Berman Group LLC | 101,095 | $17.6M | 0.01% | +92,361+1,057.5% | Added |
| California State Teachers Retirement System | 99,835 | $17.4M | 0.02% | +2,832+2.9% | Added |
| Gotham Asset Management, LLC | 94,757 | $16.5M | 0.17% | −190−0.2% | Reduced |
| AQR Capital Management LLC | 90,452 | $15.4M | 0.02% | +22,637+33.4% | Added |
| State Board of Administration of Florida Retirement System | 87,191 | $15.2M | 0.03% | +1,720+2.0% | Added |
| Allianz Asset Management GmbH | 85,926 | $15.0M | 0.02% | −43,737−33.7% | Reduced |