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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, 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.

Institutional holdersQ4 2024: 586 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 heldQ4 2024: $25.5B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2024.

Institutions holding CVNA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
BloombergSen Inc.5,738$1.17M0.10%−3,128−35.3%Reduced
Maryland State Retirement & Pension System5,777$1.17M0.03%−245−4.1%Reduced
QRG Capital Management, Inc.5,982$1.22M0.01%−731−10.9%Reduced
US Bancorp6,007$1.22M0.00%−4,335−41.9%Reduced
Chicago Capital, LLC6,109$1.24M0.03%+710+13.2%Added
Amalgamated Bank6,142$1.25M0.01%−80−1.3%Reduced
Waldron Private Wealth LLC6,180$1.26M0.05%+3,094+100.3%Added
Point72 (DIFC) Ltd6,258$1.27M0.11%−9,711−60.8%Reduced
Global Endowment Management, LP6,419$1.31M0.17%−173,602−96.4%Reduced
Commonwealth Equity Services, LLC6,487$1.32M0.00%−753−10.4%Reduced
Swiss Life Asset Management Ltd6,610$1.34M0.01%+6,610New
Principal Financial Group Inc6,757$1.37M0.00%−981−12.7%Reduced
O'Shaughnessy Asset Management, LLC6,947$1.41M0.01%+1,911+37.9%Added
Ethic Inc.7,033$1.43M0.03%+4,184+146.9%Added
Legacy Capital Group California, Inc.7,059$1.44M0.44%−111−1.5%Reduced
Gulf International Bank (UK) Ltd7,074$1.44M0.04%+7,074New
Janus Henderson Group PLC7,100$1.44M0.00%−40,846−85.2%Reduced
M&T Bank Corp7,118$1.45M0.00%+309+4.5%Added
Mercer Global Advisors Inc7,326$1.49M0.00%−49,855−87.2%Reduced
Candriam Luxembourg S.C.A.7,506$1.53M0.01%+7,506New
Graham Capital Management, L.P.7,516$1.53M0.05%−5,406−41.8%Reduced
Huntleigh Advisors, Inc.7,636$1.55M0.33%+7,636New
Scopia Capital Management LP7,772$1.58M0.17%00.0%Unchanged
Concentric Capital Strategies, LP7,830$1.59M0.10%+7,830New
Headlands Technologies LLC8,164$1.66M0.17%−16,258−66.6%Reduced
Teacher Retirement System of Texas8,198$1.67M0.01%−18,404−69.2%Reduced
Scientech Research LLC8,212$1.67M0.47%−706−7.9%Reduced
Rafferty Asset Management, LLC8,227$1.67M0.01%−320−3.7%Reduced
Centiva Capital, LP8,265$1.68M0.06%+5,075+159.1%Added
Wolverine Asset Management LLC8,300$1.69M0.03%−6,245−42.9%Reduced
Westpac Banking Corp8,343$1.70M0.11%−7,281−46.6%Reduced
Sequoia Financial Advisors, LLC8,432$1.71M0.02%+2,310+37.7%Added
Donoghue Forlines LLC8,514$1.73M0.58%+8,514New
Nordea Investment Management AB8,581$1.74M0.00%+8,581New
Thrivent Financial for Lutherans8,624$1.75M0.00%−2,697−23.8%Reduced
Mariner, LLC8,910$1.81M0.00%−360−3.9%Reduced
KBC Group NV9,186$1.87M0.01%+6,320+220.5%Added
Options Solutions, LLC9,355$1.90M0.85%−766−7.6%Reduced
Globeflex Capital L P9,902$2.01M0.17%−10−0.1%Reduced
KP Management LLC10,000$2.03M0.71%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.10,029$2.04M0.01%+2,923+41.1%Added
Public Employees Retirement Association of Colorado10,249$2.08M0.01%00.0%Unchanged
Sumitomo Mitsui DS Asset Management Company, Ltd10,281$2.09M0.02%+10,281New
Jain Global LLC10,289$2.09M0.06%+10,289New
Great Valley Advisor Group, Inc.10,358$2.11M0.05%00.0%Unchanged
Bridgefront Capital, LLC10,550$2.15M0.72%+8,995+578.5%Added
Jacobs Levy Equity Management, Inc10,590$2.15M0.01%+5,980+129.7%Added
J. Goldman & Co LP10,654$2.17M0.08%+8,744+457.8%Added
Truist Financial Corp11,153$2.27M0.00%+580+5.5%Added
Daiwa Securities Group Inc.11,200$2.28M0.01%+9,800+700.0%Added
Mirae Asset Global Investments Co., Ltd.10,998$2.32M0.01%−5,933−35.0%Reduced
Jupiter Asset Management Ltd11,668$2.37M0.02%+11,668New
Avanza Fonder AB11,669$2.37M0.07%+11,669New
BI Asset Management Fondsmaeglerselskab A/S11,758$2.39M0.03%+11,758New
Los Angeles Capital Management LLC11,815$2.40M0.01%+2,600+28.2%Added
CTC LLC11,883$2.42M0.24%−796−6.3%Reduced
JustInvest LLC12,074$2.46M0.04%+50.0%Added
Pensionmark Financial Group, LLC12,585$2.56M0.07%+1,045+9.1%Added
Rockefeller Capital Management L.P.12,924$2.63M0.01%+2,744+27.0%Added
Toroso Investments, LLC12,933$2.63M0.02%−1,810−12.3%Reduced
Taika Capital, LP13,119$2.67M2.03%+13,119New
Harvest Investment Services, LLC13,196$2.68M0.66%+7,066+115.3%Added
Concurrent Investment Advisors, LLC13,199$2.68M0.07%+1,278+10.7%Added
Wealthfront Advisers LLC13,537$2.75M0.01%+10,959+425.1%Added
Fred Alger Management, LLC13,804$2.81M0.01%+13,804New
Illinois Municipal Retirement Fund13,841$2.81M0.04%−2,785−16.8%Reduced
Bayesian Capital Management, LP14,111$2.87M0.35%+14,111New
Xponance, Inc.14,126$2.87M0.03%+6,672+89.5%Added
Creative Planning14,616$2.97M0.00%+346+2.4%Added
Nissay Asset Management Corp13,906$2.99M0.02%+13,906New
Morgens Waterfall Vintiadis & Co Inc15,000$3.05M2.33%00.0%Unchanged
ProShare Advisors LLC15,173$3.09M0.01%−9,341−38.1%Reduced
Toronto Dominion Bank15,361$3.12M0.01%+15,361New
Eisler Capital Management Ltd.15,852$3.16M0.11%+15,852New
Quantinno Capital Management LP16,056$3.27M0.03%+1,536+10.6%Added
Convergence Investment Partners, LLC17,137$3.48M0.78%−717−4.0%Reduced
Alberta Investment Management Corp17,300$3.52M0.02%+17,300New
Utah Retirement Systems17,900$3.64M0.04%00.0%Unchanged
Octahedron Capital Management L.P.18,300$3.72M3.53%+18,300New
Penserra Capital Management LLC18,867$3.84M0.07%−19,732−51.1%Reduced
DnB Asset Management AS19,116$3.89M0.02%+19,116New
Bridgeway Capital Management, LLC19,300$3.92M0.09%00.0%Unchanged
Taylor Frigon Capital Management LLC19,530$3.97M2.01%−9,405−32.5%Reduced
PDT Partners, LLC19,801$4.03M0.36%+19,801New
Geometric Wealth Advisors19,850$4.04M0.73%−2,738−12.1%Reduced
Varma Mutual Pension Insurance Co20,800$4.23M0.03%+20,800New
IFM Investors Pty Ltd20,926$4.26M0.04%+20,926New
Royal Bank of Canada21,213$4.32M0.00%+4,878+29.9%Added
Kovitz Investment Group Partners, LLC21,659$4.40M0.02%+795+3.8%Added
British Columbia Investment Management Corp21,818$4.44M0.03%+21,818New
LMR Partners LLP22,500$4.58M0.08%+15,000+200.0%Added
Virtu Financial LLC22,735$4.62M0.24%+11,305+98.9%Added
Versor Investments LP22,848$4.65M0.80%+22,848New
Zurcher Kantonalbank (Zurich Cantonalbank)22,879$4.65M0.01%+3,739+19.5%Added
Private Advisor Group, LLC22,978$4.67M0.03%−7,536−24.7%Reduced
Cetera Investment Advisers24,300$4.94M0.01%−193−0.8%Reduced
Advisor Group Holdings, Inc.24,330$4.95M0.01%−9,061−27.1%Reduced
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund24,500$4.98M0.05%+24,500New
USS Investment Management Ltd24,936$5.06M0.04%+24,936New
Edgestream Partners, L.P.25,318$5.15M0.22%+1,161+4.8%Added