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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, 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.

Institutional holdersQ1 2025: 613 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 heldQ1 2025: $25.8B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q4 2024.

Institutions holding CVNA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
CIBC Asset Management Inc5,011$1.05M0.00%+271+5.7%Added
Armistice Capital, LLC5,055$1.06M0.03%+5,055New
Maryland State Retirement & Pension System5,057$1.06M0.03%−720−12.5%Reduced
Stifel Financial Corp5,092$1.06M0.00%+1,355+36.3%Added
Keybank National Association5,103$1.07M0.00%+4+0.1%Added
Empirical Asset Management, LLC5,109$1.07M0.36%+9+0.2%Added
E. Ohman J:or Asset Management AB5,150$1.08M0.03%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S5,190$1.08M0.01%−6,568−55.9%Reduced
Schroder Investment Management Group5,345$1.09M0.00%+2,295+75.2%Added
Cambridge Investment Research Advisors, Inc.5,248$1.10M0.00%−4,781−47.7%Reduced
CIBC World Markets Corp5,263$1.10M0.01%+107+2.1%Added
Los Angeles Capital Management LLC5,422$1.13M0.01%−6,393−54.1%Reduced
US Bancorp5,425$1.13M0.00%−582−9.7%Reduced
Polianta Ltd5,500$1.15M0.55%+400+7.8%Added
Prakash Investment Advisors LLC5,560$1.16M1.29%+2,600+87.8%Added
University of Texas/Texas Am Investment Managment Co5,829$1.22M0.21%+5,829New
Principal Financial Group Inc5,938$1.24M0.00%−819−12.1%Reduced
Kestra Private Wealth Services, LLC6,053$1.27M0.02%+4,867+410.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,060$1.27M0.00%+2,542+72.3%Added
Highland Capital Management, LLC6,085$1.27M0.08%+1,835+43.2%Added
M&T Bank Corp6,170$1.29M0.00%−948−13.3%Reduced
Amalgamated Bank6,337$1.32M0.01%+195+3.2%Added
Hudson Bay Capital Management LP6,388$1.34M0.01%+6,388New
Mercer Global Advisors Inc6,423$1.34M0.00%−903−12.3%Reduced
Numerai GP LLC6,435$1.35M0.25%+3,016+88.2%Added
Rafferty Asset Management, LLC6,489$1.36M0.01%−1,738−21.1%Reduced
Lazard Asset Management LLC6,548$1.37M0.00%+6,363+3,439.5%Added
Carnegie Capital Asset Management, LLC8,212$1.38M0.03%−20,268−71.2%Reduced
Royal Fund Management, LLC6,800$1.42M0.17%+6,800New
Profund Advisors LLC6,891$1.44M0.06%+1,952+39.5%Added
Ethic Inc.6,783$1.44M0.03%−250−3.6%Reduced
Janus Henderson Group PLC7,100$1.45M0.00%00.0%Unchanged
Capital Markets Trading UK LLP7,003$1.46M1.67%+7,003New
Gulf International Bank (UK) Ltd7,074$1.48M0.05%00.0%Unchanged
Mackenzie Financial Corp7,099$1.48M0.00%+1,430+25.2%Added
Blueshift Asset Management, LLC7,147$1.49M0.59%+3,585+100.6%Added
Sassicaia Capital Advisers LLC7,250$1.52M5.49%+7,250New
Tabor Asset Management, LP7,272$1.52M1.22%+7,272New
Aware Super Pty Ltd as trustee of Aware Super7,433$1.55M0.03%+7,433New
Harbert Fund Advisors, Inc.7,500$1.57M1.82%+7,500New
Generali Asset Management SPA SGR7,604$1.59M0.04%+7,604New
Bank of Nova Scotia7,687$1.61M0.00%−119,906−94.0%Reduced
ASR Vermogensbeheer N.V.7,698$1.61M0.02%+7,698New
Vontobel Holding Ltd.7,762$1.62M0.01%+7,762New
O'Shaughnessy Asset Management, LLC7,790$1.63M0.01%+843+12.1%Added
Candriam Luxembourg S.C.A.7,857$1.64M0.01%+351+4.7%Added
Swiss Life Asset Management Ltd7,923$1.66M0.01%+1,313+19.9%Added
Chicago Capital, LLC7,948$1.66M0.05%+1,839+30.1%Added
Harvest Investment Services, LLC8,238$1.72M0.48%−4,958−37.6%Reduced
Wolverine Asset Management LLC8,300$1.74M0.03%00.0%Unchanged
Landscape Capital Management, L.L.C.8,396$1.76M0.16%+8,396New
Convergence Investment Partners, LLC8,485$1.77M0.49%−8,652−50.5%Reduced
Point72 (DIFC) Ltd8,521$1.78M0.17%+2,263+36.2%Added
Thrivent Financial for Lutherans8,624$1.80M0.00%00.0%Unchanged
Mariner, LLC8,659$1.81M0.00%−251−2.8%Reduced
Westpac Banking Corp8,790$1.84M0.14%+447+5.4%Added
Bridgeway Capital Management, LLC8,800$1.84M0.05%−10,500−54.4%Reduced
Next Century Growth Investors LLC8,977$1.88M0.17%+8,977New
Cubist Systematic Strategies, LLC9,015$1.88M0.02%−113,812−92.7%Reduced
GWM Advisors LLC9,068$1.90M0.01%+3,807+72.4%Added
Daiwa Securities Group Inc.9,300$1.94M0.01%−1,900−17.0%Reduced
Globeflex Capital L P9,902$2.07M0.19%00.0%Unchanged
KP Management LLC10,000$2.09M0.80%00.0%Unchanged
Avalon Global Asset Management LLC10,000$2.09M0.71%+10,000New
Options Solutions, LLC10,154$2.12M1.02%+799+8.5%Added
Sumitomo Mitsui DS Asset Management Company, Ltd10,205$2.13M0.02%−76−0.7%Reduced
Public Employees Retirement Association of Colorado10,249$2.14M0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.10,732$2.19M0.01%−266−2.4%Reduced
Great Valley Advisor Group, Inc.10,554$2.21M0.05%+196+1.9%Added
AG2R la Mondiale Gestion D'Actifs6,926$2.27M0.12%+6,926New
Quinn Opportunity Partners LLC10,900$2.28M0.16%+10,900New
Robeco Institutional Asset Management B.V.11,405$2.38M0.00%+6,699+142.4%Added
HRT Financial LP11,476$2.40M0.02%−17,251−60.1%Reduced
Nomura Holdings Inc11,955$2.50M0.01%−15,764−56.9%Reduced
Illinois Municipal Retirement Fund12,255$2.56M0.04%−1,586−11.5%Reduced
Point72 Italy, S.r.l.12,300$2.57M2.53%+8,600+232.4%Added
Rockefeller Capital Management L.P.12,452$2.60M0.01%−472−3.7%Reduced
MML Investors Services, LLC12,520$2.62M0.01%+8,373+201.9%Added
Lighthouse Investment Partners, LLC13,000$2.72M0.12%+13,000New
Concurrent Investment Advisors, LLC13,010$2.72M0.07%−189−1.4%Reduced
JustInvest LLC13,261$2.77M0.04%+1,187+9.8%Added
Symmetry Investments LP13,304$2.78M0.25%−47,654−78.2%Reduced
Graham Capital Management, L.P.13,333$2.79M0.09%+5,817+77.4%Added
Entropy Technologies, LP13,677$2.86M0.28%+9,810+253.7%Added
Taylor Frigon Capital Management LLC14,308$2.97M1.77%−5,222−26.7%Reduced
Nissay Asset Management Corp14,289$2.99M0.02%+383+2.8%Added
Avanza Fonder AB13,228$2.99M0.10%+1,559+13.4%Added
HITE Hedge Asset Management LLC14,520$3.04M0.19%+14,520New
Xponance, Inc.14,839$3.10M0.03%+713+5.0%Added
Morgens Waterfall Vintiadis & Co Inc15,000$3.14M3.56%00.0%Unchanged
Alight Capital Management LP15,000$3.14M1.65%+15,000New
GatePass Capital, LLC15,001$3.14M2.35%−15,000−50.0%Reduced
Creative Planning15,183$3.17M0.00%+567+3.9%Added
KBC Group NV15,496$3.24M0.01%+6,310+68.7%Added
Voleon Capital Management LP15,576$3.26M0.25%−21,315−57.8%Reduced
OP Asset Management Ltd15,701$3.28M0.06%+15,701New
Jacobs Levy Equity Management, Inc16,496$3.45M0.01%+5,906+55.8%Added
ProShare Advisors LLC16,594$3.47M0.01%+1,421+9.4%Added
Teacher Retirement System of Texas16,892$3.53M0.01%+8,694+106.1%Added
Versor Investments LP17,370$3.63M0.59%−5,478−24.0%Reduced