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 |
|---|---|---|---|---|---|
| Camelot Capital Partners, LLC | 2,050,588 | $428.7M | 100.00% | −28,519−1.4% | Reduced |
| Thrive Capital Management, LLC | 2,267,610 | $474.1M | 80.50% | 00.0% | Unchanged |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 2,314,168 | $483.8M | 4.24% | +2,314,168 | New |
| State Street Corp | 2,403,422 | $502.5M | 0.02% | +53,344+2.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,553,861 | $534.0M | 1.70% | +1,680,278+192.3% | Added |
| Spruce House Investment Management LLC | 3,609,288 | $754.6M | 39.19% | −1,311,712−26.7% | Reduced |
| Exor Capital LLP | 4,045,296 | $845.8M | 22.10% | +58,146+1.5% | Added |
| CAS Investment Partners, LLC | 5,685,029 | $1.19B | 77.19% | −692,768−10.9% | Reduced |
| Greenoaks Capital Partners LLC | 5,864,525 | $1.23B | 67.87% | +159,106+2.8% | Added |
| BlackRock, Inc. | 7,352,947 | $1.54B | 0.03% | +13,011+0.2% | Added |
| FMR LLC | 9,407,656 | $1.97B | 0.13% | −254,024−2.6% | Reduced |
| Vanguard Group Inc | 12,534,843 | $2.62B | 0.05% | +1,109,476+9.7% | Added |
| Price T Rowe Associates Inc | 14,950,011 | $3.13B | 0.39% | +1,823,218+13.9% | Added |
| Scge Management, L.P. | 0 | $0 | 0.00% | −989,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −479,976−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −426,024−100.0% | Sold out |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 0 | $0 | 0.00% | −358,848−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −205,090−100.0% | Sold out |
| FPR Partners LLC | 0 | $0 | 0.00% | −197,100−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −143,286−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −93,700−100.0% | Sold out |
| Hampton Road Capital Management LP | 0 | $0 | 0.00% | −86,545−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −66,758−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −63,531−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −41,682−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −37,217−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −27,480−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −25,318−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,735−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −15,852−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,111−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −13,119−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −11,883−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −11,153−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −8,514−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,212−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −7,059−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −6,180−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,901−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −4,785−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −4,759−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −4,474−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| Fairvoy Private Wealth, LLC | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,611−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,310−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,238−100.0% | Sold out |
| Warberg Asset Management LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,686−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −2,502−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,373−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,925−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −1,837−100.0% | Sold out |
| Clay Northam Wealth Management, LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,566−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,186−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −1,166−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −1,143−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| Credit Industriel Et Commercial | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −368−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| ORG Wealth Partners, LLC | 0 | $0 | 0.00% | −169−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Quadcap Wealth Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| MeadowBrook Investment Advisors LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Richard W. Paul & Associates, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Swedbank AB | – | – | – | – | Not filed |