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, 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 |
|---|---|---|---|---|---|
| Avala Global LP | 191,385 | $38.9M | 2.42% | −64,415−25.2% | Reduced |
| FPR Partners LLC | 197,100 | $40.1M | 4.40% | −202,900−50.7% | Reduced |
| Divisadero Street Capital Management, LP | 197,500 | $40.2M | 5.02% | −183,272−48.1% | Reduced |
| Rhumbline Advisers | 197,616 | $40.2M | 0.04% | +26,222+15.3% | Added |
| Manufacturers Life Insurance Company, The | 199,542 | $40.6M | 0.04% | +28,153+16.4% | Added |
| Franklin Resources Inc | 201,320 | $40.9M | 0.01% | +151,806+306.6% | Added |
| Bank of Montreal | 202,304 | $41.1M | 0.02% | −37,032−15.5% | Reduced |
| Twinbeech Capital LP | 205,090 | $41.7M | 0.71% | +205,090 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 219,256 | $44.6M | 0.03% | +216,736+8,600.6% | Added |
| North Peak Capital Management, LLC | 219,983 | $44.7M | 5.93% | +74,889+51.6% | Added |
| Federated Hermes, Inc. | 222,198 | $45.2M | 0.10% | −14,016−5.9% | Reduced |
| 683 Capital Management, LLC | 225,000 | $45.8M | 4.50% | 00.0% | Unchanged |
| Amundi | 234,786 | $46.3M | 0.02% | +142,537+154.5% | Added |
| Trexquant Investment LP | 235,113 | $47.8M | 0.56% | −25,359−9.7% | Reduced |
| Mane Global Capital Management LP | 249,582 | $50.8M | 2.32% | +13,332+5.6% | Added |
| Worldquant Millennium Advisors LLC | 251,236 | $51.1M | 0.33% | +251,236 | New |
| Man Group plc | 252,134 | $51.3M | 0.16% | +121,459+92.9% | Added |
| Steadfast Capital Management LP | 259,598 | $52.8M | 1.12% | +10,950+4.4% | Added |
| Moore Capital Management, LP | 260,956 | $53.1M | 0.99% | +126,417+94.0% | Added |
| Holocene Advisors, LP | 287,429 | $58.5M | 0.19% | −266,683−48.1% | Reduced |
| Deutsche Bank AG | 288,343 | $58.6M | 0.02% | +243,553+543.8% | Added |
| Raymond James Financial Inc | 299,300 | $60.9M | 0.02% | +299,300 | New |
| Par Capital Management Inc | 304,240 | $61.9M | 1.83% | −200,160−39.7% | Reduced |
| Legal & General Group Plc | 306,227 | $62.3M | 0.02% | +184,236+151.0% | Added |
| Invesco Ltd. | 316,198 | $64.3M | 0.01% | +123,827+64.4% | Added |
| Swiss National Bank | 321,800 | $65.4M | 0.04% | +113,900+54.8% | Added |
| Summit Partners Public Asset Management, LLC | 334,899 | $68.1M | 2.28% | +44,548+15.3% | Added |
| No Street GP LP | 350,000 | $71.2M | 4.81% | +140,000+66.7% | Added |
| Selkirk Management LLC | 365,220 | $74.3M | 26.67% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 358,848 | $75.6M | 5.53% | −141,152−28.2% | Reduced |
| Contour Asset Management LLC | 375,120 | $76.3M | 2.21% | −317,240−45.8% | Reduced |
| Assenagon Asset Management S.A. | 382,607 | $77.8M | 0.14% | +95,497+33.3% | Added |
| Scopus Asset Management, L.P. | 396,800 | $80.7M | 2.98% | +181,800+84.6% | Added |
| Bank of America Corp | 400,233 | $81.4M | 0.01% | −54,393−12.0% | Reduced |
| Nuveen Asset Management, LLC | 401,866 | $81.7M | 0.02% | +13,652+3.5% | Added |
| Prudential Financial Inc | 405,462 | $82.5M | 0.11% | +272,114+204.1% | Added |
| Millennium Management LLC | 413,101 | $84.0M | 0.07% | −103,669−20.1% | Reduced |
| UBS Asset Management Americas Inc | 415,070 | $84.4M | 0.02% | +196,776+90.1% | Added |
| Arrowstreet Capital, Limited Partnership | 426,024 | $86.6M | 0.07% | +426,024 | New |
| Senator Investment Group LP | 434,024 | $88.3M | 2.59% | +7,500+1.8% | Added |
| Citigroup Inc | 444,366 | $90.4M | 0.09% | +111,457+33.5% | Added |
| Charles Schwab Investment Management Inc | 462,962 | $94.1M | 0.02% | +39,089+9.2% | Added |
| Driehaus Capital Management LLC | 471,252 | $95.8M | 0.79% | +22,028+4.9% | Added |
| Bank of New York Mellon Corp | 478,488 | $97.3M | 0.02% | +130,942+37.7% | Added |
| Voloridge Investment Management, LLC | 479,976 | $97.6M | 0.35% | +165,661+52.7% | Added |
| General Equity Holdings LP | 496,423 | $101.0M | 79.41% | −166,040−25.1% | Reduced |
| Dimensional Fund Advisors LP | 517,749 | $105.3M | 0.03% | +125,566+32.0% | Added |
| RV Capital GmbH | 547,514 | $111.3M | 23.86% | −214,217−28.1% | Reduced |
| Lord, Abbett & Co. LLC | 554,928 | $112.8M | 0.36% | +16,455+3.1% | Added |
| Point72 Asset Management, L.P. | 564,493 | $114.8M | 0.31% | +421,173+293.9% | Added |
| Castle Hook Partners LP | 570,516 | $116.0M | 2.47% | +570,516 | New |
| UBS Group AG | 585,824 | $119.1M | 0.03% | +353,328+152.0% | Added |
| First Trust Advisors LP | 593,636 | $120.7M | 0.11% | +22,640+4.0% | Added |
| Steadview Capital Management LLC | 612,405 | $124.5M | 25.76% | 00.0% | Unchanged |
| National Philanthropic Trust | 620,410 | $126.2M | 1.82% | +230.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 622,353 | $126.6M | 0.27% | +316,205+103.3% | Added |
| Northern Trust Corp | 650,696 | $132.3M | 0.02% | +151,338+30.3% | Added |
| T. Rowe Price Investment Management, Inc. | 683,031 | $138.9M | 0.09% | −42,880−5.9% | Reduced |
| Squarepoint Ops LLC | 744,575 | $151.4M | 0.39% | +413,822+125.1% | Added |
| Goodnow Investment Group, LLC | 749,607 | $152.4M | 15.02% | −130,380−14.8% | Reduced |
| Palestra Capital Management LLC | 807,016 | $164.1M | 4.50% | +108,203+15.5% | Added |
| Renaissance Technologies LLC | 852,371 | $173.3M | 0.26% | −148,429−14.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 873,583 | $177.7M | 0.57% | +604,495+224.6% | Added |
| Norges Bank | 882,004 | $179.4M | 0.02% | +436,930+98.2% | Added |
| Scge Management, L.P. | 989,000 | $201.1M | 3.72% | +989,000 | New |
| BNP Paribas Arbitrage, SA | 1,018,321 | $207.1M | 0.16% | +482,002+89.9% | Added |
| Qube Research & Technologies Ltd | 1,030,494 | $209.6M | 0.34% | −368,119−26.3% | Reduced |
| Two Sigma Investments, LP | 1,146,305 | $233.1M | 0.54% | −371,053−24.5% | Reduced |
| Whale Rock Capital Management LLC | 1,214,679 | $247.0M | 2.93% | +278,760+29.8% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $305.0M | 61.76% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,677,035 | $341.0M | 0.79% | −273,000−14.0% | Reduced |
| Geode Capital Management, LLC | 1,878,796 | $381.6M | 0.03% | +75,250+4.2% | Added |
| Camelot Capital Partners, LLC | 2,079,107 | $422.8M | 97.41% | −20,650−1.0% | Reduced |
| Durable Capital Partners LP | 2,168,232 | $440.9M | 3.60% | +129,246+6.3% | Added |
| Thrive Capital Management, LLC | 2,267,610 | $461.1M | 78.86% | 00.0% | Unchanged |
| State Street Corp | 2,350,078 | $478.0M | 0.02% | +472,567+25.2% | Added |
| D. E. Shaw & Co., Inc. | 2,685,471 | $546.1M | 0.60% | +395,226+17.3% | Added |
| Exor Capital LLP | 3,987,150 | $810.8M | 21.75% | +57,215+1.5% | Added |
| Spruce House Investment Management LLC | 4,921,000 | $1.00B | 36.79% | −79,000−1.6% | Reduced |
| Morgan Stanley | 5,287,859 | $1.08B | 0.08% | −226,118−4.1% | Reduced |
| Greenoaks Capital Partners LLC | 5,705,419 | $1.16B | 63.04% | −133,034−2.3% | Reduced |
| CAS Investment Partners, LLC | 6,377,797 | $1.30B | 75.53% | −75,797−1.2% | Reduced |
| BlackRock, Inc. | 7,339,936 | $1.49B | 0.03% | +1,746,764+31.2% | Added |
| FMR LLC | 9,661,680 | $1.96B | 0.12% | −2,700,110−21.8% | Reduced |
| Vanguard Group Inc | 11,425,367 | $2.32B | 0.04% | +610,234+5.6% | Added |
| Price T Rowe Associates Inc | 13,126,793 | $2.67B | 0.31% | −563,420−4.1% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −186,487−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −130,860−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −64,219−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −53,004−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −52,372−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −41,903−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −40,099−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −37,645−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −34,568−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −33,007−100.0% | Sold out |
| Luxor Capital Group, LP | 0 | $0 | 0.00% | −31,190−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −29,409−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −24,749−100.0% | Sold out |