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, Q2 2025
Institutional positions in Carvana Co. as of Jun 30, 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
- 741
- +132 vs. Q1 2025
- Shares held
- 132.2M
- +8.94M (+7.3%) vs. Q1 2025
- Total value
- $44.6B
- +$18.8B (+73.0%) vs. Q1 2025
- New holders
- 199
- 286 more added
- Sold out
- 67
- 201 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 16,191,947 | $5.46B | 0.62% | +1,241,936+8.3% | Added |
| Vanguard Group Inc | 12,764,230 | $4.30B | 0.07% | +229,387+1.8% | Added |
| BlackRock, Inc. | 9,481,436 | $3.19B | 0.06% | +2,128,489+28.9% | Added |
| FMR LLC | 6,085,125 | $2.05B | 0.12% | −3,322,531−35.3% | Reduced |
| Greenoaks Capital Partners LLC | 5,657,525 | $1.91B | 71.57% | −207,000−3.5% | Reduced |
| CAS Investment Partners, LLC | 4,922,268 | $1.66B | 80.82% | −762,761−13.4% | Reduced |
| Capital Research Global Investors | 3,971,178 | $1.34B | 0.27% | +2,532,240+176.0% | Added |
| Exor Capital LLP | 3,765,251 | $1.27B | 27.28% | −280,045−6.9% | Reduced |
| Spruce House Investment Management LLC | 3,609,288 | $1.22B | 44.87% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,262,415 | $1.10B | 0.08% | +3,098,798+1,893.9% | Added |
| State Street Corp | 2,765,046 | $931.7M | 0.03% | +361,624+15.0% | Added |
| D. E. Shaw & Co., Inc. | 2,558,519 | $862.1M | 0.86% | +1,458,558+132.6% | Added |
| Geode Capital Management, LLC | 2,232,179 | $750.3M | 0.05% | +221,161+11.0% | Added |
| Camelot Capital Partners, LLC | 2,034,519 | $685.6M | 100.00% | −16,069−0.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,800,055 | $606.5M | 1.69% | +1,264,722+236.2% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,765,291 | $594.8M | 4.31% | −548,877−23.7% | Reduced |
| Two Sigma Advisers, LP | 1,681,235 | $566.5M | 1.16% | +597,500+55.1% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $505.4M | 67.13% | 00.0% | Unchanged |
| Bank of America Corp | 1,402,751 | $472.7M | 0.04% | +1,150,185+455.4% | Added |
| Morgan Stanley | 1,292,540 | $435.5M | 0.03% | −146,633−10.2% | Reduced |
| Castle Hook Partners LP | 1,198,254 | $403.8M | 5.94% | +200,459+20.1% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,077,976 | $363.2M | 1.05% | −1,475,885−57.8% | Reduced |
| UBS Group AG | 1,048,976 | $353.5M | 0.07% | −48,380−4.4% | Reduced |
| Renaissance Technologies LLC | 1,013,112 | $341.4M | 0.45% | +774,400+324.4% | Added |
| Sands Capital Management, LLC | 901,227 | $303.7M | 0.87% | +840,096+1,374.3% | Added |
| Durable Capital Partners LP | 892,477 | $300.7M | 2.28% | −1,040,495−53.8% | Reduced |
| Two Sigma Investments, LP | 824,164 | $277.7M | 0.50% | +236,461+40.2% | Added |
| Norges Bank | 770,026 | $259.5M | 0.03% | +239,951+45.3% | Added |
| Goodnow Investment Group, LLC | 751,033 | $253.1M | 23.58% | −109,520−12.7% | Reduced |
| Northern Trust Corp | 748,609 | $252.3M | 0.03% | +62,745+9.1% | Added |
| Invesco Ltd. | 734,436 | $247.5M | 0.04% | +513,092+231.8% | Added |
| Wells Fargo & Company | 707,606 | $238.4M | 0.05% | +348,995+97.3% | Added |
| Squarepoint Ops LLC | 701,049 | $236.2M | 0.52% | −553,579−44.1% | Reduced |
| UBS Asset Management Americas Inc | 685,473 | $231.0M | 0.05% | +155,877+29.4% | Added |
| Lord, Abbett & Co. LLC | 664,884 | $224.0M | 0.72% | +24,466+3.8% | Added |
| National Philanthropic Trust | 652,740 | $219.9M | 2.95% | −6,031−0.9% | Reduced |
| Voloridge Investment Management, LLC | 645,148 | $217.4M | 0.80% | +645,148 | New |
| Massachusetts Institute of Technology | 632,924 | $213.3M | 21.42% | +632,924 | New |
| Capital World Investors | 626,058 | $211.0M | 0.03% | +418,490+201.6% | Added |
| Whale Rock Capital Management LLC | 582,811 | $196.4M | 2.72% | −567,839−49.3% | Reduced |
| Dimensional Fund Advisors LP | 580,072 | $195.4M | 0.05% | +43,044+8.0% | Added |
| Raymond James Financial Inc | 577,231 | $194.5M | 0.07% | +294,035+103.8% | Added |
| Massachusetts Financial Services Co | 573,038 | $193.1M | 0.06% | +573,038 | New |
| T. Rowe Price Investment Management, Inc. | 563,135 | $189.8M | 0.12% | −129,590−18.7% | Reduced |
| Legal & General Group Plc | 559,726 | $188.6M | 0.05% | +87,102+18.4% | Added |
| Charles Schwab Investment Management Inc | 547,610 | $184.5M | 0.03% | +56,736+11.6% | Added |
| Arrowstreet Capital, Limited Partnership | 543,394 | $183.1M | 0.13% | +543,394 | New |
| RV Capital GmbH | 510,352 | $172.0M | 31.83% | −37,162−6.8% | Reduced |
| First Trust Advisors LP | 479,536 | $161.6M | 0.13% | −23,021−4.6% | Reduced |
| Par Capital Management Inc | 467,172 | $157.4M | 5.15% | +89,972+23.9% | Added |
| Steadview Capital Management LLC | 443,535 | $149.5M | 21.58% | −71,720−13.9% | Reduced |
| Qube Research & Technologies Ltd | 392,811 | $132.4M | 0.18% | +361,813+1,167.2% | Added |
| Nuveen, LLC | 385,794 | $130.0M | 0.04% | +205,794+114.3% | Added |
| Bank of New York Mellon Corp | 380,503 | $128.2M | 0.02% | −58,320−13.3% | Reduced |
| Driehaus Capital Management LLC | 372,785 | $125.6M | 1.01% | +21,819+6.2% | Added |
| Swiss National Bank | 366,000 | $123.3M | 0.07% | +39,800+12.2% | Added |
| Selkirk Management LLC | 365,220 | $123.1M | 36.39% | 00.0% | Unchanged |
| North Peak Capital Management, LLC | 364,535 | $122.8M | 9.64% | −42,447−10.4% | Reduced |
| Man Group plc | 360,253 | $121.4M | 0.26% | +307,989+589.3% | Added |
| No Street GP LP | 350,000 | $117.9M | 8.81% | −70,000−16.7% | Reduced |
| American Century Companies Inc | 336,285 | $113.3M | 0.06% | +318,068+1,746.0% | Added |
| KBC Group NV | 323,662 | $109.1M | 0.29% | +308,166+1,988.7% | Added |
| Scopus Asset Management, L.P. | 303,000 | $102.1M | 2.73% | +3,500+1.2% | Added |
| Amundi | 294,002 | $101.0M | 0.03% | −59,495−16.8% | Reduced |
| Goldman Sachs Group Inc | 290,285 | $97.8M | 0.02% | +22,499+8.4% | Added |
| Point72 Asset Management, L.P. | 286,822 | $96.6M | 0.23% | −595,326−67.5% | Reduced |
| BNP Paribas Arbitrage, SA | 280,781 | $94.6M | 0.07% | +25,295+9.9% | Added |
| Palestra Capital Management LLC | 275,890 | $93.0M | 2.75% | −416,069−60.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 275,674 | $92.9M | 0.06% | +24,512+9.8% | Added |
| Contour Asset Management LLC | 267,586 | $90.2M | 2.95% | −375,528−58.4% | Reduced |
| Manufacturers Life Insurance Company, The | 265,493 | $89.5M | 0.08% | +2,392+0.9% | Added |
| Neuberger Berman Group LLC | 263,924 | $88.9M | 0.07% | +91,771+53.3% | Added |
| Millennium Management LLC | 257,302 | $86.7M | 0.08% | −44,271−14.7% | Reduced |
| 1832 Asset Management L.P. | 257,005 | $86.6M | 0.15% | +257,005 | New |
| Royal Bank of Canada | 252,852 | $85.2M | 0.02% | +222,985+746.6% | Added |
| Wellington Management Group LLP | 252,794 | $85.2M | 0.02% | +46,092+22.3% | Added |
| Holocene Advisors, LP | 250,000 | $84.2M | 0.21% | −375,245−60.0% | Reduced |
| Deutsche Bank AG | 248,242 | $83.6M | 0.03% | −17,960−6.7% | Reduced |
| Franklin Resources Inc | 247,318 | $83.3M | 0.02% | +220,059+807.3% | Added |
| Styrax Capital, LP | 242,370 | $81.7M | 5.81% | +242,370 | New |
| Steadfast Capital Management LP | 240,837 | $81.2M | 1.51% | −40,656−14.4% | Reduced |
| General Equity Holdings LP | 236,080 | $79.5M | 60.21% | −165,291−41.2% | Reduced |
| Capital Fund Management S.A. | 227,102 | $76.5M | 0.84% | +179,526+377.3% | Added |
| Thrive Capital Management, LLC | 226,761 | $76.4M | 32.37% | −2,040,849−90.0% | Reduced |
| California Public Employees Retirement System | 224,338 | $75.6M | 0.05% | +41,709+22.8% | Added |
| Mane Global Capital Management LP | 221,824 | $74.7M | 3.40% | −69,768−23.9% | Reduced |
| Kinetic Partners Management, LP | 194,859 | $65.7M | 3.59% | +34,042+21.2% | Added |
| Divisadero Street Capital Management, LP | 193,319 | $65.1M | 4.36% | +28,479+17.3% | Added |
| Primecap Management Co | 191,125 | $64.4M | 0.05% | −7,975−4.0% | Reduced |
| BIT Capital GmbH | 190,924 | $64.3M | 4.19% | −23,051−10.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 189,551 | $63.9M | 0.22% | +184,552+3,691.8% | Added |
| California State Teachers Retirement System | 188,968 | $63.7M | 0.07% | +6,266+3.4% | Added |
| National Pension Service | 188,668 | $63.6M | 0.05% | +1,707+0.9% | Added |
| Avala Global LP | 186,836 | $63.0M | 3.28% | −126,664−40.4% | Reduced |
| Rhumbline Advisers | 173,436 | $58.4M | 0.05% | −35,420−17.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 169,750 | $57.4M | 0.10% | −80,004−32.0% | Reduced |
| Moore Capital Management, LP | 167,520 | $56.4M | 1.13% | +166,556+17,277.6% | Added |
| Canada Pension Plan Investment Board | 167,031 | $56.3M | 0.05% | −24,816−12.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 164,700 | $55.5M | 0.11% | −128,420−43.8% | Reduced |
| Senator Investment Group LP | 160,930 | $54.2M | 2.09% | −250,000−60.8% | Reduced |