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, Q4 2024
Institutional positions in Carvana Co. as of Dec 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
- 586
- +102 vs. Q3 2024
- Shares held
- 125.6M
- +6.65M (+5.6%) vs. Q3 2024
- Total value
- $25.5B
- +$4.83B (+23.3%) vs. Q3 2024
- New holders
- 158
- 204 more added
- Sold out
- 56
- 176 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 13,126,793 | $2.67B | 0.31% | −563,420−4.1% | Reduced |
| Vanguard Group Inc | 11,425,367 | $2.32B | 0.04% | +610,234+5.6% | Added |
| FMR LLC | 9,661,680 | $1.96B | 0.12% | −2,700,110−21.8% | Reduced |
| BlackRock, Inc. | 7,339,936 | $1.49B | 0.03% | +1,746,764+31.2% | Added |
| CAS Investment Partners, LLC | 6,377,797 | $1.30B | 75.53% | −75,797−1.2% | Reduced |
| Greenoaks Capital Partners LLC | 5,705,419 | $1.16B | 63.04% | −133,034−2.3% | Reduced |
| Morgan Stanley | 5,287,859 | $1.08B | 0.08% | −226,118−4.1% | Reduced |
| Spruce House Investment Management LLC | 4,921,000 | $1.00B | 36.79% | −79,000−1.6% | Reduced |
| Exor Capital LLP | 3,987,150 | $810.8M | 21.75% | +57,215+1.5% | Added |
| D. E. Shaw & Co., Inc. | 2,685,471 | $546.1M | 0.60% | +395,226+17.3% | Added |
| State Street Corp | 2,350,078 | $478.0M | 0.02% | +472,567+25.2% | Added |
| Thrive Capital Management, LLC | 2,267,610 | $461.1M | 78.86% | 00.0% | Unchanged |
| Durable Capital Partners LP | 2,168,232 | $440.9M | 3.60% | +129,246+6.3% | Added |
| Camelot Capital Partners, LLC | 2,079,107 | $422.8M | 97.41% | −20,650−1.0% | Reduced |
| Geode Capital Management, LLC | 1,878,796 | $381.6M | 0.03% | +75,250+4.2% | Added |
| Two Sigma Advisers, LP | 1,677,035 | $341.0M | 0.79% | −273,000−14.0% | Reduced |
| KPS Global Asset Management UK Ltd | 1,500,000 | $305.0M | 61.76% | 00.0% | Unchanged |
| Whale Rock Capital Management LLC | 1,214,679 | $247.0M | 2.93% | +278,760+29.8% | Added |
| Two Sigma Investments, LP | 1,146,305 | $233.1M | 0.54% | −371,053−24.5% | Reduced |
| Qube Research & Technologies Ltd | 1,030,494 | $209.6M | 0.34% | −368,119−26.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,018,321 | $207.1M | 0.16% | +482,002+89.9% | Added |
| Scge Management, L.P. | 989,000 | $201.1M | 3.72% | +989,000 | New |
| Norges Bank | 882,004 | $179.4M | 0.02% | +436,930+98.2% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 873,583 | $177.7M | 0.57% | +604,495+224.6% | Added |
| Renaissance Technologies LLC | 852,371 | $173.3M | 0.26% | −148,429−14.8% | Reduced |
| Palestra Capital Management LLC | 807,016 | $164.1M | 4.50% | +108,203+15.5% | Added |
| Goodnow Investment Group, LLC | 749,607 | $152.4M | 15.02% | −130,380−14.8% | Reduced |
| Squarepoint Ops LLC | 744,575 | $151.4M | 0.39% | +413,822+125.1% | Added |
| T. Rowe Price Investment Management, Inc. | 683,031 | $138.9M | 0.09% | −42,880−5.9% | Reduced |
| Northern Trust Corp | 650,696 | $132.3M | 0.02% | +151,338+30.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 622,353 | $126.6M | 0.27% | +316,205+103.3% | Added |
| National Philanthropic Trust | 620,410 | $126.2M | 1.82% | +230.0% | Added |
| Steadview Capital Management LLC | 612,405 | $124.5M | 25.76% | 00.0% | Unchanged |
| First Trust Advisors LP | 593,636 | $120.7M | 0.11% | +22,640+4.0% | Added |
| UBS Group AG | 585,824 | $119.1M | 0.03% | +353,328+152.0% | Added |
| Castle Hook Partners LP | 570,516 | $116.0M | 2.47% | +570,516 | New |
| Point72 Asset Management, L.P. | 564,493 | $114.8M | 0.31% | +421,173+293.9% | Added |
| Lord, Abbett & Co. LLC | 554,928 | $112.8M | 0.36% | +16,455+3.1% | Added |
| RV Capital GmbH | 547,514 | $111.3M | 23.86% | −214,217−28.1% | Reduced |
| Dimensional Fund Advisors LP | 517,749 | $105.3M | 0.03% | +125,566+32.0% | Added |
| General Equity Holdings LP | 496,423 | $101.0M | 79.41% | −166,040−25.1% | Reduced |
| Voloridge Investment Management, LLC | 479,976 | $97.6M | 0.35% | +165,661+52.7% | Added |
| Bank of New York Mellon Corp | 478,488 | $97.3M | 0.02% | +130,942+37.7% | Added |
| Driehaus Capital Management LLC | 471,252 | $95.8M | 0.79% | +22,028+4.9% | Added |
| Charles Schwab Investment Management Inc | 462,962 | $94.1M | 0.02% | +39,089+9.2% | Added |
| Citigroup Inc | 444,366 | $90.4M | 0.09% | +111,457+33.5% | Added |
| Senator Investment Group LP | 434,024 | $88.3M | 2.59% | +7,500+1.8% | Added |
| Arrowstreet Capital, Limited Partnership | 426,024 | $86.6M | 0.07% | +426,024 | New |
| UBS Asset Management Americas Inc | 415,070 | $84.4M | 0.02% | +196,776+90.1% | Added |
| Millennium Management LLC | 413,101 | $84.0M | 0.07% | −103,669−20.1% | Reduced |
| Prudential Financial Inc | 405,462 | $82.5M | 0.11% | +272,114+204.1% | Added |
| Nuveen Asset Management, LLC | 401,866 | $81.7M | 0.02% | +13,652+3.5% | Added |
| Bank of America Corp | 400,233 | $81.4M | 0.01% | −54,393−12.0% | Reduced |
| Scopus Asset Management, L.P. | 396,800 | $80.7M | 2.98% | +181,800+84.6% | Added |
| Assenagon Asset Management S.A. | 382,607 | $77.8M | 0.14% | +95,497+33.3% | Added |
| Contour Asset Management LLC | 375,120 | $76.3M | 2.21% | −317,240−45.8% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 358,848 | $75.6M | 5.53% | −141,152−28.2% | Reduced |
| Selkirk Management LLC | 365,220 | $74.3M | 26.67% | 00.0% | Unchanged |
| No Street GP LP | 350,000 | $71.2M | 4.81% | +140,000+66.7% | Added |
| Summit Partners Public Asset Management, LLC | 334,899 | $68.1M | 2.28% | +44,548+15.3% | Added |
| Swiss National Bank | 321,800 | $65.4M | 0.04% | +113,900+54.8% | Added |
| Invesco Ltd. | 316,198 | $64.3M | 0.01% | +123,827+64.4% | Added |
| Legal & General Group Plc | 306,227 | $62.3M | 0.02% | +184,236+151.0% | Added |
| Par Capital Management Inc | 304,240 | $61.9M | 1.83% | −200,160−39.7% | Reduced |
| Raymond James Financial Inc | 299,300 | $60.9M | 0.02% | +299,300 | New |
| Deutsche Bank AG | 288,343 | $58.6M | 0.02% | +243,553+543.8% | Added |
| Holocene Advisors, LP | 287,429 | $58.5M | 0.19% | −266,683−48.1% | Reduced |
| Moore Capital Management, LP | 260,956 | $53.1M | 0.99% | +126,417+94.0% | Added |
| Steadfast Capital Management LP | 259,598 | $52.8M | 1.12% | +10,950+4.4% | Added |
| Man Group plc | 252,134 | $51.3M | 0.16% | +121,459+92.9% | Added |
| Worldquant Millennium Advisors LLC | 251,236 | $51.1M | 0.33% | +251,236 | New |
| Mane Global Capital Management LP | 249,582 | $50.8M | 2.32% | +13,332+5.6% | Added |
| Trexquant Investment LP | 235,113 | $47.8M | 0.56% | −25,359−9.7% | Reduced |
| Amundi | 234,786 | $46.3M | 0.02% | +142,537+154.5% | Added |
| 683 Capital Management, LLC | 225,000 | $45.8M | 4.50% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 222,198 | $45.2M | 0.10% | −14,016−5.9% | Reduced |
| North Peak Capital Management, LLC | 219,983 | $44.7M | 5.93% | +74,889+51.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 219,256 | $44.6M | 0.03% | +216,736+8,600.6% | Added |
| Twinbeech Capital LP | 205,090 | $41.7M | 0.71% | +205,090 | New |
| Bank of Montreal | 202,304 | $41.1M | 0.02% | −37,032−15.5% | Reduced |
| Franklin Resources Inc | 201,320 | $40.9M | 0.01% | +151,806+306.6% | Added |
| Manufacturers Life Insurance Company, The | 199,542 | $40.6M | 0.04% | +28,153+16.4% | Added |
| Rhumbline Advisers | 197,616 | $40.2M | 0.04% | +26,222+15.3% | Added |
| Divisadero Street Capital Management, LP | 197,500 | $40.2M | 5.02% | −183,272−48.1% | Reduced |
| FPR Partners LLC | 197,100 | $40.1M | 4.40% | −202,900−50.7% | Reduced |
| Avala Global LP | 191,385 | $38.9M | 2.42% | −64,415−25.2% | Reduced |
| Brightlight Capital Management LP | 186,400 | $37.9M | 27.70% | −87,000−31.8% | Reduced |
| California Public Employees Retirement System | 184,357 | $37.5M | 0.03% | −11,889−6.1% | Reduced |
| California State Teachers Retirement System | 181,249 | $36.9M | 0.04% | +81,414+81.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 179,615 | $36.5M | 0.07% | +179,615 | New |
| Goldman Sachs Group Inc | 176,455 | $35.9M | 0.01% | −180,827−50.6% | Reduced |
| Primecap Management Co | 174,900 | $35.6M | 0.03% | +174,900 | New |
| Verition Fund Management LLC | 174,884 | $35.6M | 0.18% | +124,125+244.5% | Added |
| Barclays PLC | 156,919 | $31.9M | 0.02% | +87,149+124.9% | Added |
| Capital Fund Management S.A. | 150,059 | $30.5M | 0.30% | −144,128−49.0% | Reduced |
| Balyasny Asset Management LLC | 144,961 | $29.5M | 0.07% | −107,506−42.6% | Reduced |
| Citadel Advisors LLC | 143,286 | $29.1M | 0.03% | +94,629+194.5% | Added |
| JPMorgan Chase & Co | 141,217 | $28.7M | 0.00% | −73,637−34.3% | Reduced |
| Bank of Nova Scotia | 127,593 | $25.9M | 0.05% | +127,593 | New |
| Mirabella Financial Services LLP | 125,000 | $25.4M | 2.32% | +125,000 | New |