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, 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 |
|---|---|---|---|---|---|
| Parallax Volatility Advisers, L.P. | 130,860 | $22.8M | 0.59% | +130,860 | New |
| Prudential Financial Inc | 133,348 | $23.2M | 0.03% | +56,762+74.1% | Added |
| Moore Capital Management, LP | 134,539 | $23.4M | 0.68% | −579,438−81.2% | Reduced |
| Point72 Asset Management, L.P. | 143,320 | $25.0M | 0.09% | −368,013−72.0% | Reduced |
| North Peak Capital Management, LLC | 145,094 | $25.3M | 3.55% | −93,947−39.3% | Reduced |
| New York State Common Retirement Fund | 156,901 | $27.3M | 0.04% | +8,849+6.0% | Added |
| Cubist Systematic Strategies, LLC | 161,907 | $28.2M | 0.43% | +19,206+13.5% | Added |
| Manufacturers Life Insurance Company, The | 171,389 | $29.8M | 0.03% | +4,485+2.7% | Added |
| Rhumbline Advisers | 171,394 | $29.8M | 0.03% | +61,534+56.0% | Added |
| Global Endowment Management, LP | 180,021 | $31.3M | 3.17% | +165,287+1,121.8% | Added |
| Tudor Investment Corp Et Al | 186,487 | $32.5M | 0.36% | −21,589−10.4% | Reduced |
| Invesco Ltd. | 192,371 | $33.5M | 0.01% | −60,896−24.0% | Reduced |
| California Public Employees Retirement System | 196,246 | $34.2M | 0.02% | +3,491+1.8% | Added |
| Swiss National Bank | 207,900 | $36.2M | 0.02% | +13,400+6.9% | Added |
| No Street GP LP | 210,000 | $36.6M | 2.82% | +45,000+27.3% | Added |
| Wells Fargo & Company | 214,724 | $37.4M | 0.01% | +161,343+302.2% | Added |
| JPMorgan Chase & Co | 214,854 | $37.4M | 0.00% | +131,662+158.3% | Added |
| Susquehanna International Group, LLP | 214,891 | $37.4M | 0.06% | −182,356−45.9% | Reduced |
| Scopus Asset Management, L.P. | 215,000 | $37.4M | 1.11% | +215,000 | New |
| UBS Asset Management Americas Inc | 218,294 | $38.0M | 0.01% | −13,137−5.7% | Reduced |
| 683 Capital Management, LLC | 225,000 | $39.2M | 3.99% | −50,000−18.2% | Reduced |
| UBS Group AG | 232,496 | $40.5M | 0.01% | +143,228+160.4% | Added |
| Bank of Montreal | 239,336 | $40.6M | 0.02% | +35,922+17.7% | Added |
| Federated Hermes, Inc. | 236,214 | $41.1M | 0.09% | +137,528+139.4% | Added |
| Mane Global Capital Management LP | 236,250 | $41.1M | 2.87% | −66,574−22.0% | Reduced |
| Steadfast Capital Management LP | 248,648 | $43.3M | 1.01% | +82,500+49.7% | Added |
| Balyasny Asset Management LLC | 252,467 | $44.0M | 0.11% | +15,820+6.7% | Added |
| Avala Global LP | 255,800 | $44.5M | 2.93% | +255,800 | New |
| Trexquant Investment LP | 260,472 | $45.4M | 0.57% | +184,428+242.5% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 269,088 | $46.9M | 0.17% | −284,533−51.4% | Reduced |
| Brightlight Capital Management LP | 273,400 | $47.6M | 22.93% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 287,110 | $50.0M | 0.10% | −23,622−7.6% | Reduced |
| Summit Partners Public Asset Management, LLC | 290,351 | $50.6M | 2.28% | −38,864−11.8% | Reduced |
| Capital Fund Management S.A. | 294,187 | $51.2M | 0.57% | +63,342+27.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 306,148 | $53.3M | 0.13% | +13,048+4.5% | Added |
| Kinetic Partners Management, LP | 313,700 | $54.6M | 3.79% | −199,100−38.8% | Reduced |
| Voloridge Investment Management, LLC | 314,315 | $54.7M | 0.20% | −89,249−22.1% | Reduced |
| Squarepoint Ops LLC | 330,753 | $57.6M | 0.19% | −75,245−18.5% | Reduced |
| Citigroup Inc | 332,909 | $58.0M | 0.05% | +196,357+143.8% | Added |
| Bank of New York Mellon Corp | 347,546 | $60.5M | 0.01% | +4,622+1.3% | Added |
| Goldman Sachs Group Inc | 357,282 | $62.2M | 0.01% | −1,197,266−77.0% | Reduced |
| Selkirk Management LLC | 365,220 | $63.6M | 25.99% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 380,772 | $66.3M | 8.53% | +131,000+52.4% | Added |
| Nuveen Asset Management, LLC | 388,214 | $67.6M | 0.02% | +60,896+18.6% | Added |
| Dimensional Fund Advisors LP | 392,183 | $68.3M | 0.02% | +38,519+10.9% | Added |
| FPR Partners LLC | 400,000 | $69.6M | 6.50% | −400,000−50.0% | Reduced |
| Eagle Asset Management Inc | 290,222 | $70.9M | 0.36% | +290,222 | New |
| Charles Schwab Investment Management Inc | 423,873 | $73.8M | 0.01% | −261,094−38.1% | Reduced |
| Senator Investment Group LP | 426,524 | $74.3M | 3.53% | −68,870−13.9% | Reduced |
| Norges Bank | 445,074 | $77.5M | 0.01% | +223,176+100.6% | Added |
| Driehaus Capital Management LLC | 449,224 | $78.2M | 0.67% | −132,563−22.8% | Reduced |
| Bank of America Corp | 454,626 | $79.2M | 0.01% | −106,797−19.0% | Reduced |
| Northern Trust Corp | 499,358 | $86.9M | 0.01% | −398,975−44.4% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 500,000 | $87.1M | 6.03% | −88,149−15.0% | Reduced |
| Par Capital Management Inc | 504,400 | $87.8M | 2.49% | −1,600−0.3% | Reduced |
| Millennium Management LLC | 516,770 | $90.0M | 0.08% | −190,349−26.9% | Reduced |
| BNP Paribas Arbitrage, SA | 536,319 | $93.4M | 0.09% | +191,054+55.3% | Added |
| Lord, Abbett & Co. LLC | 538,473 | $93.8M | 0.30% | +503,824+1,454.1% | Added |
| Holocene Advisors, LP | 554,112 | $96.5M | 0.39% | +287,983+108.2% | Added |
| First Trust Advisors LP | 570,996 | $99.4M | 0.09% | +15,849+2.9% | Added |
| Steadview Capital Management LLC | 612,405 | $106.6M | 32.84% | −222,500−26.6% | Reduced |
| National Philanthropic Trust | 620,387 | $108.0M | 1.96% | 00.0% | Unchanged |
| General Equity Holdings LP | 662,463 | $115.3M | 80.13% | −400,599−37.7% | Reduced |
| Contour Asset Management LLC | 692,360 | $120.5M | 3.98% | −103,626−13.0% | Reduced |
| Palestra Capital Management LLC | 698,813 | $121.7M | 4.01% | +698,813 | New |
| T. Rowe Price Investment Management, Inc. | 725,911 | $126.4M | 0.08% | −5,724−0.8% | Reduced |
| RV Capital GmbH | 761,731 | $132.6M | 27.35% | −57,900−7.1% | Reduced |
| Goodnow Investment Group, LLC | 879,987 | $153.2M | 16.25% | −224,270−20.3% | Reduced |
| Whale Rock Capital Management LLC | 935,919 | $163.0M | 2.29% | +935,919 | New |
| Renaissance Technologies LLC | 1,000,800 | $174.2M | 0.26% | +187,400+23.0% | Added |
| Qube Research & Technologies Ltd | 1,398,613 | $243.5M | 0.45% | +494,099+54.6% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $261.2M | 62.36% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 1,517,358 | $264.2M | 0.60% | −520,027−25.5% | Reduced |
| Geode Capital Management, LLC | 1,803,546 | $315.1M | 0.03% | +131,059+7.8% | Added |
| State Street Corp | 1,877,511 | $326.9M | 0.01% | +107,610+6.1% | Added |
| Two Sigma Advisers, LP | 1,950,035 | $339.5M | 0.80% | −446,800−18.6% | Reduced |
| Durable Capital Partners LP | 2,038,986 | $355.0M | 2.60% | +1,198,855+142.7% | Added |
| Camelot Capital Partners, LLC | 2,099,757 | $365.6M | 92.79% | −92,411−4.2% | Reduced |
| Thrive Capital Management, LLC | 2,267,610 | $394.8M | 39.35% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 2,290,245 | $398.8M | 0.52% | −1,364,554−37.3% | Reduced |
| Exor Capital LLP | 3,929,935 | $684.2M | 19.73% | +153,188+4.1% | Added |
| Spruce House Investment Management LLC | 5,000,000 | $870.5M | 42.68% | 00.0% | Unchanged |
| Morgan Stanley | 5,513,977 | $960.0M | 0.07% | −656,068−10.6% | Reduced |
| BlackRock, Inc. | 5,593,172 | $973.8M | 0.02% | +5,593,172 | New |
| Greenoaks Capital Partners LLC | 5,838,453 | $1.02B | 54.59% | −16,489−0.3% | Reduced |
| CAS Investment Partners, LLC | 6,453,594 | $1.12B | 74.52% | −77,300−1.2% | Reduced |
| Vanguard Group Inc | 10,815,133 | $1.88B | 0.03% | +849,128+8.5% | Added |
| FMR LLC | 12,361,790 | $2.15B | 0.13% | +5,882,656+90.8% | Added |
| Price T Rowe Associates Inc | 13,690,213 | $2.38B | 0.27% | +1,636,826+13.6% | Added |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −717,432−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −640,807−100.0% | Sold out |
| Sylebra Capital LLC | 0 | $0 | 0.00% | −525,839−100.0% | Sold out |
| Schusterman Interests, LLC | 0 | $0 | 0.00% | −268,000−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −120,085−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −85,901−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −46,288−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −45,200−100.0% | Sold out |
| Flight Deck Capital, LP | 0 | $0 | 0.00% | −30,700−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |