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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, 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.

Institutional holdersQ2 2025: 741 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 heldQ2 2025: $44.6B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2025.

Institutions holding CVNA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Employees Retirement System of Texas898$303.0K0.00%+898New
Phraction Management LLC900$303.3K0.10%+900New
National Bank of Canada913$307.6K0.00%+111+13.8%Added
Westmount Partners, LLC935$315.1K0.09%−90−8.8%Reduced
Meeder Advisory Services, Inc.937$315.7K0.02%+937New
Axq Capital, LP955$321.8K0.10%+955New
Absoluto Partners Gestao de Recursos Ltda967$325.8K0.23%+967New
Tower Research Capital LLC (TRC)980$330.2K0.01%+453+86.0%Added
Abel Hall, LLC989$333.3K0.15%−117−10.6%Reduced
Ossiam992$334.3K0.00%−81,899−98.8%Reduced
Quinn Opportunity Partners LLC1,000$337.0K0.03%−9,900−90.8%Reduced
Knollwood Investment Advisory, LLC1,000$337.0K0.03%00.0%Unchanged
GeoWealth Management, LLC1,020$343.7K0.01%−8−0.8%Reduced
Counterpoint Mutual Funds LLC1,023$344.7K0.03%−937−47.8%Reduced
Sagespring Wealth Partners, LLC1,082$364.5K0.01%+1,082New
Optimist Retirement Group LLC1,086$365.9K0.18%−418−27.8%Reduced
First Horizon Advisors, Inc.1,114$375.4K0.01%+896+411.0%Added
United Advisor Group, LLC1,116$376.0K0.07%00.0%Unchanged
Fidelis Capital Partners, LLC1,063$377.4K0.03%+6+0.6%Added
Bridges Investment Management Inc1,121$377.7K0.01%+1,121New
Boothbay Fund Management, LLC1,124$378.7K0.01%−226−16.7%Reduced
Allworth Financial LP1,131$381.1K0.00%+579+104.9%Added
Crossmark Global Holdings, Inc.1,133$381.8K0.01%+1,133New
State of Wyoming1,149$387.2K0.05%+244+27.0%Added
Warren Street Wealth Advisors, LLC1,153$388.5K0.13%+31+2.8%Added
American Trust1,170$394.2K0.04%+1,170New
GAMMA Investing LLC1,174$395.6K0.03%+144+14.0%Added
Regions Financial Corp1,194$402.3K0.00%+1,194New
Gordian Capital Singapore Pte Ltd1,200$404.4K0.62%+600+100.0%Added
Asahi Life Asset Management Co., Ltd.1,200$404.4K0.24%+1,200New
J.W. Cole Advisors, Inc.1,201$404.7K0.01%+100+9.1%Added
RSM US Wealth Management LLC1,218$410.2K0.01%+184+17.8%Added
Sigma Planning Corp1,218$410.4K0.01%−82−6.3%Reduced
Capital CS Group, LLC1,235$416.1K0.68%+1,235New
Ashton Thomas Private Wealth, LLC1,248$420.7K0.01%−69−5.2%Reduced
Kestra Advisory Services, LLC1,249$420.9K0.00%+1,249New
Cigna Investments Inc1,253$422.0K0.07%+155+14.1%Added
NewEdge Wealth, LLC1,184$423.7K0.01%+1,184New
Mach-1 Financial Group, Inc.1,309$441.1K0.13%−413−24.0%Reduced
Florida Financial Advisors, LLC1,318$444.1K0.15%−133−9.2%Reduced
Integrated Wealth Concepts LLC1,324$446.0K0.00%+1,324New
Quarry LP1,334$449.5K0.10%+1,334New
Baader Bank INC1,423$450.8K0.04%+1,423New
Ballentine Partners, LLC1,347$453.9K0.01%−113−7.7%Reduced
Perbak Capital Partners LLP1,352$455.6K0.10%+377+38.7%Added
Stratos Wealth Partners, LTD.1,362$458.9K0.01%−356−20.7%Reduced
Quadcap Wealth Management, LLC1,367$460.6K0.06%+1,367New
Clarity Wealth Advisors, LLC1,391$468.7K0.12%00.0%Unchanged
DekaBank Deutsche Girozentrale1,486$472.0K0.00%00.0%Unchanged
Merit Financial Group, LLC1,407$474.0K0.01%+1,407New
Pitcairn Co1,431$482.2K0.03%+1,431New
Northwestern Mutual Wealth Management Co1,447$487.6K0.00%+224+18.3%Added
NWF Advisory Services Inc.1,450$488.6K0.06%00.0%Unchanged
Stephens Inc1,451$488.9K0.01%00.0%Unchanged
Shell Asset Management Co1,455$490.0K0.02%+885+155.3%Added
Two Sigma Securities, LLC1,466$494.0K0.06%−565−27.8%Reduced
Inceptionr LLC1,466$494.0K0.11%+1,466New
Hook Mill Capital Partners, LP1,498$504.8K0.05%+287+23.7%Added
Ritholtz Wealth Management1,500$505.4K0.01%+1,500New
Arkadios Wealth Advisors1,501$505.8K0.02%+345+29.8%Added
Frank, Rimerman Advisors LLC1,519$511.8K0.03%−163−9.7%Reduced
Forum Financial Management, LP1,520$512.2K0.01%00.0%Unchanged
Hemington Wealth Management1,587$534.0K0.08%−20−1.2%Reduced
Brucke Financial, Inc.1,603$540.1K0.38%−84−5.0%Reduced
Yousif Capital Management, LLC1,603$540.1K0.01%+337+26.6%Added
Bokf, NA1,613$543.5K0.01%+1,613New
Larson Financial Group LLC1,623$546.9K0.02%+248+18.0%Added
Sheets Smith Wealth Management1,652$556.7K0.07%+1,652New
Meridian Wealth Management, LLC1,669$562.3K0.02%+3+0.2%Added
Atria Wealth Solutions, Inc.1,662$563.5K0.01%+1,662New
Okabena Investment Services Inc1,686$568.1K0.13%+1,686New
Siemens Fonds Invest GmbH1,702$573.5K0.03%+357+26.5%Added
Vestmark Advisory Solutions, Inc.1,730$582.9K0.01%+1,730New
Unique Wealth Strategies, LLC1,750$589.6K0.25%+1,750New
Wedmont Private Capital1,680$589.8K0.03%+189+12.7%Added
Arista Wealth Management, LLC1,752$590.4K0.08%+1,752New
MAI Capital Management1,757$592.1K0.00%+31+1.8%Added
Janney Montgomery Scott LLC1,797$606.0K0.00%+821+84.1%Added
Intech Investment Management LLC1,801$606.9K0.01%+321+21.7%Added
Gilder Gagnon Howe & Co LLC1,846$622.0K0.01%+31+1.7%Added
Cliffwater LLC1,865$628.4K0.13%+1,865New
GLOBALT Investments LLC1,872$630.8K0.02%+1,872New
Sherbrooke Park Advisers LLC1,887$635.8K0.28%+446+31.0%Added
TFC Financial Management1,904$641.6K0.09%−22−1.1%Reduced
Avantax Advisory Services, Inc.1,946$655.9K0.00%+267+15.9%Added
Mount Lucas Management LP1,957$659.4K0.31%+1,957New
Lido Advisors, LLC1,977$666.5K0.00%+189+10.6%Added
Allegheny Financial Group LTD1,988$669.9K0.15%+239+13.7%Added
Signaturefd, LLC1,995$672.2K0.01%+93+4.9%Added
XTX Topco Ltd1,996$672.6K0.03%−16,756−89.4%Reduced
UniSuper Management Pty Ltd2,000$673.9K0.00%−200−9.1%Reduced
Annex Advisory Services, LLC2,000$673.9K0.02%00.0%Unchanged
Bayforest Capital Ltd2,016$679.3K0.30%+243+13.7%Added
Comerica Bank2,044$688.8K0.00%+348+20.5%Added
Net Worth Advisory Group2,047$689.7K0.15%−69−3.3%Reduced
Advisory Services Network, LLC1,768$689.8K0.01%−2,761−61.0%Reduced
Banque Cantonale Vaudoise2,066$696.0K0.03%−958−31.7%Reduced
Headlands Technologies LLC2,092$704.9K0.08%+2,092New
Morris Retirement Advisors, LLC2,098$707.0K0.33%+2,098New
Abn Amro Investment Solutions2,103$708.6K0.01%+514+32.3%Added