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, 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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 91,685 | $19.2M | 0.08% | −1,537−1.6% | Reduced |
| Korea Investment CORP | 94,018 | $19.7M | 0.05% | +20,496+27.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 94,234 | $19.7M | 0.02% | +13,796+17.2% | Added |
| Jain Global LLC | 94,318 | $19.7M | 0.40% | +84,029+816.7% | Added |
| Worldquant Millennium Advisors LLC | 102,953 | $21.5M | 0.14% | −148,283−59.0% | Reduced |
| State Board of Administration of Florida Retirement System | 105,611 | $22.1M | 0.04% | +980+0.9% | Added |
| Barclays PLC | 107,291 | $22.4M | 0.01% | −49,628−31.6% | Reduced |
| Natixis Advisors, L.P. | 109,400 | $22.9M | 0.04% | +24,289+28.5% | Added |
| New York State Common Retirement Fund | 111,099 | $23.2M | 0.03% | −600−0.5% | Reduced |
| Citigroup Inc | 112,039 | $23.4M | 0.02% | −332,327−74.8% | Reduced |
| Great West Life Assurance Co | 112,351 | $23.5M | 0.04% | +10,256+10.0% | Added |
| Anabranch Capital Management, LP | 116,870 | $24.4M | 15.81% | −3,390−2.8% | Reduced |
| Susquehanna International Group, LLP | 117,994 | $24.7M | 0.04% | +50,243+74.2% | Added |
| Mirabella Financial Services LLP | 125,000 | $26.1M | 1.07% | 00.0% | Unchanged |
| Nuveen, LLC | 180,000 | $27.9M | 0.01% | +180,000 | New |
| Prudential Financial Inc | 135,309 | $28.3M | 0.04% | −270,153−66.6% | Reduced |
| TD Asset Management Inc | 138,909 | $29.0M | 0.03% | +24,829+21.8% | Added |
| 3G Capital Partners LP | 140,000 | $29.3M | 8.41% | +105,000+300.0% | Added |
| LMR Partners LLP | 144,500 | $30.2M | 0.61% | +122,000+542.2% | Added |
| Ardmore Road Asset Management LP | 150,000 | $31.4M | 3.22% | +50,000+50.0% | Added |
| Kinetic Partners Management, LP | 160,817 | $33.6M | 2.41% | +48,900+43.7% | Added |
| JPMorgan Chase & Co | 163,617 | $34.2M | 0.00% | +22,400+15.9% | Added |
| Divisadero Street Capital Management, LP | 164,840 | $34.5M | 3.96% | −32,660−16.5% | Reduced |
| 683 Capital Management, LLC | 172,000 | $36.0M | 3.65% | −53,000−23.6% | Reduced |
| Neuberger Berman Group LLC | 172,153 | $36.0M | 0.03% | +48,903+39.7% | Added |
| Ieq Capital, LLC | 178,150 | $37.2M | 0.30% | +174,223+4,436.5% | Added |
| California Public Employees Retirement System | 182,629 | $38.2M | 0.03% | −1,728−0.9% | Reduced |
| California State Teachers Retirement System | 182,702 | $38.2M | 0.05% | +1,453+0.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 183,396 | $38.3M | 0.08% | +3,781+2.1% | Added |
| National Pension Service | 186,961 | $39.1M | 0.04% | +186,961 | New |
| Canada Pension Plan Investment Board | 191,847 | $40.1M | 0.04% | +84,035+77.9% | Added |
| Primecap Management Co | 199,100 | $41.6M | 0.03% | +24,200+13.8% | Added |
| Bank of Montreal | 202,481 | $42.3M | 0.02% | +177+0.1% | Added |
| Wellington Management Group LLP | 206,702 | $43.2M | 0.01% | +170,487+470.8% | Added |
| Capital World Investors | 207,568 | $43.4M | 0.01% | +207,568 | New |
| Rhumbline Advisers | 208,856 | $43.7M | 0.04% | +11,240+5.7% | Added |
| BIT Capital GmbH | 213,975 | $44.7M | 5.39% | +212,948+20,735.0% | Added |
| Summit Partners Public Asset Management, LLC | 217,181 | $45.4M | 2.18% | −117,718−35.2% | Reduced |
| Invesco Ltd. | 221,344 | $46.3M | 0.01% | −94,854−30.0% | Reduced |
| RDST Capital LLC | 222,940 | $46.6M | 6.63% | +222,940 | New |
| Brightlight Capital Management LP | 227,300 | $47.5M | 32.12% | +40,900+21.9% | Added |
| Renaissance Technologies LLC | 238,712 | $49.9M | 0.08% | −613,659−72.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 251,162 | $52.5M | 0.04% | +31,906+14.6% | Added |
| Bank of America Corp | 252,566 | $52.8M | 0.00% | −147,667−36.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 249,754 | $53.1M | 0.09% | +171,053+217.3% | Added |
| BNP Paribas Arbitrage, SA | 255,486 | $53.4M | 0.04% | −762,835−74.9% | Reduced |
| Manufacturers Life Insurance Company, The | 263,101 | $55.0M | 0.05% | +63,559+31.9% | Added |
| Deutsche Bank AG | 266,202 | $55.7M | 0.02% | −22,141−7.7% | Reduced |
| Goldman Sachs Group Inc | 267,786 | $56.0M | 0.01% | +91,331+51.8% | Added |
| Steadfast Capital Management LP | 281,493 | $58.9M | 1.67% | +21,895+8.4% | Added |
| Raymond James Financial Inc | 283,196 | $59.2M | 0.02% | −16,104−5.4% | Reduced |
| Mane Global Capital Management LP | 291,592 | $61.0M | 4.85% | +42,010+16.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 293,120 | $61.3M | 0.14% | −329,233−52.9% | Reduced |
| Scopus Asset Management, L.P. | 299,500 | $62.6M | 2.27% | −97,300−24.5% | Reduced |
| Millennium Management LLC | 301,573 | $63.1M | 0.06% | −111,528−27.0% | Reduced |
| Amundi | 353,497 | $64.3M | 0.02% | +118,711+50.6% | Added |
| Avala Global LP | 313,500 | $65.5M | 4.48% | +122,115+63.8% | Added |
| Swiss National Bank | 326,200 | $68.2M | 0.05% | +4,400+1.4% | Added |
| Alyeska Investment Group, L.P. | 343,678 | $71.9M | 0.29% | +343,678 | New |
| Driehaus Capital Management LLC | 350,966 | $73.4M | 0.71% | −120,286−25.5% | Reduced |
| Wells Fargo & Company | 358,611 | $75.0M | 0.02% | +282,939+373.9% | Added |
| Selkirk Management LLC | 365,220 | $76.4M | 29.31% | 00.0% | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 370,000 | $77.4M | 1.19% | +370,000 | New |
| Par Capital Management Inc | 377,200 | $78.9M | 2.64% | +72,960+24.0% | Added |
| General Equity Holdings LP | 401,371 | $83.9M | 76.05% | −95,052−19.1% | Reduced |
| North Peak Capital Management, LLC | 406,982 | $85.1M | 10.52% | +186,999+85.0% | Added |
| Senator Investment Group LP | 410,930 | $85.9M | 4.56% | −23,094−5.3% | Reduced |
| No Street GP LP | 420,000 | $87.8M | 6.87% | +70,000+20.0% | Added |
| Bank of New York Mellon Corp | 438,823 | $91.7M | 0.02% | −39,665−8.3% | Reduced |
| Legal & General Group Plc | 472,624 | $98.8M | 0.03% | +166,397+54.3% | Added |
| Charles Schwab Investment Management Inc | 490,874 | $102.6M | 0.02% | +27,912+6.0% | Added |
| First Trust Advisors LP | 502,557 | $105.1M | 0.09% | −91,079−15.3% | Reduced |
| Steadview Capital Management LLC | 515,255 | $107.7M | 23.41% | −97,150−15.9% | Reduced |
| UBS Asset Management Americas Inc | 529,596 | $110.7M | 0.03% | +114,526+27.6% | Added |
| Norges Bank | 530,075 | $110.8M | 0.02% | −351,929−39.9% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 535,333 | $111.9M | 0.49% | +535,333 | New |
| Dimensional Fund Advisors LP | 537,028 | $112.2M | 0.03% | +19,279+3.7% | Added |
| RV Capital GmbH | 547,514 | $114.5M | 25.27% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 587,703 | $122.9M | 0.27% | −558,602−48.7% | Reduced |
| Assenagon Asset Management S.A. | 592,582 | $123.9M | 0.22% | +209,975+54.9% | Added |
| Holocene Advisors, LP | 625,245 | $130.7M | 0.39% | +337,816+117.5% | Added |
| Lord, Abbett & Co. LLC | 640,418 | $133.9M | 0.48% | +85,490+15.4% | Added |
| Contour Asset Management LLC | 643,114 | $134.5M | 5.61% | +267,994+71.4% | Added |
| National Philanthropic Trust | 658,771 | $137.7M | 2.23% | +38,361+6.2% | Added |
| Northern Trust Corp | 685,864 | $143.4M | 0.02% | +35,168+5.4% | Added |
| Palestra Capital Management LLC | 691,959 | $144.7M | 5.83% | −115,057−14.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 692,725 | $144.8M | 0.10% | +9,694+1.4% | Added |
| Goodnow Investment Group, LLC | 860,553 | $179.9M | 19.40% | +110,946+14.8% | Added |
| Point72 Asset Management, L.P. | 882,148 | $184.4M | 0.52% | +317,655+56.3% | Added |
| Castle Hook Partners LP | 997,795 | $208.6M | 5.49% | +427,279+74.9% | Added |
| Two Sigma Advisers, LP | 1,083,735 | $226.6M | 0.51% | −593,300−35.4% | Reduced |
| UBS Group AG | 1,097,356 | $229.4M | 0.05% | +511,532+87.3% | Added |
| D. E. Shaw & Co., Inc. | 1,099,961 | $230.0M | 0.27% | −1,585,510−59.0% | Reduced |
| Whale Rock Capital Management LLC | 1,150,650 | $240.6M | 4.17% | −64,029−5.3% | Reduced |
| Squarepoint Ops LLC | 1,254,628 | $262.3M | 0.64% | +510,053+68.5% | Added |
| Capital Research Global Investors | 1,438,938 | $300.9M | 0.07% | +1,438,938 | New |
| Morgan Stanley | 1,439,173 | $300.9M | 0.02% | −3,848,686−72.8% | Reduced |
| KPS Global Asset Management UK Ltd | 1,500,000 | $313.6M | 63.09% | 00.0% | Unchanged |
| Durable Capital Partners LP | 1,932,972 | $404.1M | 3.61% | −235,260−10.9% | Reduced |
| Geode Capital Management, LLC | 2,011,018 | $419.8M | 0.03% | +132,222+7.0% | Added |