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, Q1 2025
Institutional positions in Carvana Co. as of Mar 31, 2025. 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
- 613
- +40 vs. Q4 2024
- Shares held
- 123.3M
- −1.83M (−1.5%) vs. Q4 2024
- Total value
- $25.8B
- +$314.3M (+1.2%) vs. Q4 2024
- New holders
- 125
- 236 more added
- Sold out
- 85
- 186 more reduced
13 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 14,950,011 | $3.13B | 0.39% | +1,823,218+13.9% | Added |
| Vanguard Group Inc | 12,534,843 | $2.62B | 0.05% | +1,109,476+9.7% | Added |
| FMR LLC | 9,407,656 | $1.97B | 0.13% | −254,024−2.6% | Reduced |
| BlackRock, Inc. | 7,352,947 | $1.54B | 0.03% | +13,011+0.2% | Added |
| Greenoaks Capital Partners LLC | 5,864,525 | $1.23B | 67.87% | +159,106+2.8% | Added |
| CAS Investment Partners, LLC | 5,685,029 | $1.19B | 77.19% | −692,768−10.9% | Reduced |
| Exor Capital LLP | 4,045,296 | $845.8M | 22.10% | +58,146+1.5% | Added |
| Spruce House Investment Management LLC | 3,609,288 | $754.6M | 39.19% | −1,311,712−26.7% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,553,861 | $534.0M | 1.70% | +1,680,278+192.3% | Added |
| State Street Corp | 2,403,422 | $502.5M | 0.02% | +53,344+2.3% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,314,168 | $483.8M | 4.24% | +2,314,168 | New |
| Thrive Capital Management, LLC | 2,267,610 | $474.1M | 80.50% | 00.0% | Unchanged |
| Camelot Capital Partners, LLC | 2,050,588 | $428.7M | 100.00% | −28,519−1.4% | Reduced |
| Geode Capital Management, LLC | 2,011,018 | $419.8M | 0.03% | +132,222+7.0% | Added |
| Durable Capital Partners LP | 1,932,972 | $404.1M | 3.61% | −235,260−10.9% | Reduced |
| KPS Global Asset Management UK Ltd | 1,500,000 | $313.6M | 63.09% | 00.0% | Unchanged |
| Morgan Stanley | 1,439,173 | $300.9M | 0.02% | −3,848,686−72.8% | Reduced |
| Capital Research Global Investors | 1,438,938 | $300.9M | 0.07% | +1,438,938 | New |
| Squarepoint Ops LLC | 1,254,628 | $262.3M | 0.64% | +510,053+68.5% | Added |
| Whale Rock Capital Management LLC | 1,150,650 | $240.6M | 4.17% | −64,029−5.3% | Reduced |
| D. E. Shaw & Co., Inc. | 1,099,961 | $230.0M | 0.27% | −1,585,510−59.0% | Reduced |
| UBS Group AG | 1,097,356 | $229.4M | 0.05% | +511,532+87.3% | Added |
| Two Sigma Advisers, LP | 1,083,735 | $226.6M | 0.51% | −593,300−35.4% | Reduced |
| Castle Hook Partners LP | 997,795 | $208.6M | 5.49% | +427,279+74.9% | Added |
| Point72 Asset Management, L.P. | 882,148 | $184.4M | 0.52% | +317,655+56.3% | Added |
| Goodnow Investment Group, LLC | 860,553 | $179.9M | 19.40% | +110,946+14.8% | Added |
| T. Rowe Price Investment Management, Inc. | 692,725 | $144.8M | 0.10% | +9,694+1.4% | Added |
| Palestra Capital Management LLC | 691,959 | $144.7M | 5.83% | −115,057−14.3% | Reduced |
| Northern Trust Corp | 685,864 | $143.4M | 0.02% | +35,168+5.4% | Added |
| National Philanthropic Trust | 658,771 | $137.7M | 2.23% | +38,361+6.2% | Added |
| Contour Asset Management LLC | 643,114 | $134.5M | 5.61% | +267,994+71.4% | Added |
| Lord, Abbett & Co. LLC | 640,418 | $133.9M | 0.48% | +85,490+15.4% | Added |
| Holocene Advisors, LP | 625,245 | $130.7M | 0.39% | +337,816+117.5% | Added |
| Assenagon Asset Management S.A. | 592,582 | $123.9M | 0.22% | +209,975+54.9% | Added |
| Two Sigma Investments, LP | 587,703 | $122.9M | 0.27% | −558,602−48.7% | Reduced |
| RV Capital GmbH | 547,514 | $114.5M | 25.27% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 537,028 | $112.2M | 0.03% | +19,279+3.7% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 535,333 | $111.9M | 0.49% | +535,333 | New |
| Norges Bank | 530,075 | $110.8M | 0.02% | −351,929−39.9% | Reduced |
| UBS Asset Management Americas Inc | 529,596 | $110.7M | 0.03% | +114,526+27.6% | Added |
| Steadview Capital Management LLC | 515,255 | $107.7M | 23.41% | −97,150−15.9% | Reduced |
| First Trust Advisors LP | 502,557 | $105.1M | 0.09% | −91,079−15.3% | Reduced |
| Charles Schwab Investment Management Inc | 490,874 | $102.6M | 0.02% | +27,912+6.0% | Added |
| Legal & General Group Plc | 472,624 | $98.8M | 0.03% | +166,397+54.3% | Added |
| Bank of New York Mellon Corp | 438,823 | $91.7M | 0.02% | −39,665−8.3% | Reduced |
| No Street GP LP | 420,000 | $87.8M | 6.87% | +70,000+20.0% | Added |
| Senator Investment Group LP | 410,930 | $85.9M | 4.56% | −23,094−5.3% | Reduced |
| North Peak Capital Management, LLC | 406,982 | $85.1M | 10.52% | +186,999+85.0% | Added |
| General Equity Holdings LP | 401,371 | $83.9M | 76.05% | −95,052−19.1% | Reduced |
| Par Capital Management Inc | 377,200 | $78.9M | 2.64% | +72,960+24.0% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 370,000 | $77.4M | 1.19% | +370,000 | New |
| Selkirk Management LLC | 365,220 | $76.4M | 29.31% | 00.0% | Unchanged |
| Wells Fargo & Company | 358,611 | $75.0M | 0.02% | +282,939+373.9% | Added |
| Driehaus Capital Management LLC | 350,966 | $73.4M | 0.71% | −120,286−25.5% | Reduced |
| Alyeska Investment Group, L.P. | 343,678 | $71.9M | 0.29% | +343,678 | New |
| Swiss National Bank | 326,200 | $68.2M | 0.05% | +4,400+1.4% | Added |
| Avala Global LP | 313,500 | $65.5M | 4.48% | +122,115+63.8% | Added |
| Amundi | 353,497 | $64.3M | 0.02% | +118,711+50.6% | Added |
| Millennium Management LLC | 301,573 | $63.1M | 0.06% | −111,528−27.0% | Reduced |
| Scopus Asset Management, L.P. | 299,500 | $62.6M | 2.27% | −97,300−24.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 293,120 | $61.3M | 0.14% | −329,233−52.9% | Reduced |
| Mane Global Capital Management LP | 291,592 | $61.0M | 4.85% | +42,010+16.8% | Added |
| Raymond James Financial Inc | 283,196 | $59.2M | 0.02% | −16,104−5.4% | Reduced |
| Steadfast Capital Management LP | 281,493 | $58.9M | 1.67% | +21,895+8.4% | Added |
| Goldman Sachs Group Inc | 267,786 | $56.0M | 0.01% | +91,331+51.8% | Added |
| Deutsche Bank AG | 266,202 | $55.7M | 0.02% | −22,141−7.7% | Reduced |
| Manufacturers Life Insurance Company, The | 263,101 | $55.0M | 0.05% | +63,559+31.9% | Added |
| BNP Paribas Arbitrage, SA | 255,486 | $53.4M | 0.04% | −762,835−74.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 249,754 | $53.1M | 0.09% | +171,053+217.3% | Added |
| Bank of America Corp | 252,566 | $52.8M | 0.00% | −147,667−36.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 251,162 | $52.5M | 0.04% | +31,906+14.6% | Added |
| Renaissance Technologies LLC | 238,712 | $49.9M | 0.08% | −613,659−72.0% | Reduced |
| Brightlight Capital Management LP | 227,300 | $47.5M | 32.12% | +40,900+21.9% | Added |
| RDST Capital LLC | 222,940 | $46.6M | 6.63% | +222,940 | New |
| Invesco Ltd. | 221,344 | $46.3M | 0.01% | −94,854−30.0% | Reduced |
| Summit Partners Public Asset Management, LLC | 217,181 | $45.4M | 2.18% | −117,718−35.2% | Reduced |
| BIT Capital GmbH | 213,975 | $44.7M | 5.39% | +212,948+20,735.0% | Added |
| Rhumbline Advisers | 208,856 | $43.7M | 0.04% | +11,240+5.7% | Added |
| Capital World Investors | 207,568 | $43.4M | 0.01% | +207,568 | New |
| Wellington Management Group LLP | 206,702 | $43.2M | 0.01% | +170,487+470.8% | Added |
| Bank of Montreal | 202,481 | $42.3M | 0.02% | +177+0.1% | Added |
| Primecap Management Co | 199,100 | $41.6M | 0.03% | +24,200+13.8% | Added |
| Canada Pension Plan Investment Board | 191,847 | $40.1M | 0.04% | +84,035+77.9% | Added |
| National Pension Service | 186,961 | $39.1M | 0.04% | +186,961 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 183,396 | $38.3M | 0.08% | +3,781+2.1% | Added |
| California State Teachers Retirement System | 182,702 | $38.2M | 0.05% | +1,453+0.8% | Added |
| California Public Employees Retirement System | 182,629 | $38.2M | 0.03% | −1,728−0.9% | Reduced |
| Ieq Capital, LLC | 178,150 | $37.2M | 0.30% | +174,223+4,436.5% | Added |
| Neuberger Berman Group LLC | 172,153 | $36.0M | 0.03% | +48,903+39.7% | Added |
| 683 Capital Management, LLC | 172,000 | $36.0M | 3.65% | −53,000−23.6% | Reduced |
| Divisadero Street Capital Management, LP | 164,840 | $34.5M | 3.96% | −32,660−16.5% | Reduced |
| JPMorgan Chase & Co | 163,617 | $34.2M | 0.00% | +22,400+15.9% | Added |
| Kinetic Partners Management, LP | 160,817 | $33.6M | 2.41% | +48,900+43.7% | Added |
| Ardmore Road Asset Management LP | 150,000 | $31.4M | 3.22% | +50,000+50.0% | Added |
| LMR Partners LLP | 144,500 | $30.2M | 0.61% | +122,000+542.2% | Added |
| 3G Capital Partners LP | 140,000 | $29.3M | 8.41% | +105,000+300.0% | Added |
| TD Asset Management Inc | 138,909 | $29.0M | 0.03% | +24,829+21.8% | Added |
| Prudential Financial Inc | 135,309 | $28.3M | 0.04% | −270,153−66.6% | Reduced |
| Nuveen, LLC | 180,000 | $27.9M | 0.01% | +180,000 | New |
| Mirabella Financial Services LLP | 125,000 | $26.1M | 1.07% | 00.0% | Unchanged |