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 |
|---|---|---|---|---|---|
| GatePass Capital, LLC | 15,006 | $5.06M | 3.35% | +50.0% | Added |
| JustInvest LLC | 15,030 | $5.06M | 0.06% | +1,769+13.3% | Added |
| Nissay Asset Management Corp | 15,182 | $5.12M | 0.03% | +893+6.2% | Added |
| OP Asset Management Ltd | 15,575 | $5.25M | 0.08% | −126−0.8% | Reduced |
| Macquarie Group Ltd | 15,750 | $5.31M | 0.01% | +11,521+272.4% | Added |
| MML Investors Services, LLC | 15,820 | $5.33M | 0.02% | +3,300+26.4% | Added |
| Daiwa Securities Group Inc. | 16,030 | $5.40M | 0.02% | +6,730+72.4% | Added |
| Quadrature Capital Ltd | 16,096 | $5.42M | 0.09% | −34,633−68.3% | Reduced |
| Laurion Capital Management LP | 16,262 | $5.48M | 0.63% | +16,262 | New |
| Hudson Bay Capital Management LP | 16,478 | $5.55M | 0.04% | +10,090+158.0% | Added |
| Geometric Wealth Advisors | 16,479 | $5.55M | 0.83% | −3,371−17.0% | Reduced |
| PCJ Investment Counsel Ltd. | 16,600 | $5.59M | 1.91% | −880−5.0% | Reduced |
| Zacks Investment Management | 16,676 | $5.62M | 0.05% | +16,676 | New |
| Beck Bode, LLC | 16,783 | $5.66M | 0.96% | +16,783 | New |
| Acadian Asset Management LLC | 16,854 | $5.67M | 0.01% | −14,072−45.5% | Reduced |
| Brevan Howard Capital Management LP | 17,130 | $5.77M | 0.06% | +17,130 | New |
| Nisa Investment Advisors, LLC | 17,254 | $5.81M | 0.03% | −450−2.5% | Reduced |
| Flight Deck Capital, LP | 18,300 | $6.17M | 6.52% | −16,400−47.3% | Reduced |
| Teacher Retirement System of Texas | 18,360 | $6.19M | 0.03% | +1,468+8.7% | Added |
| Creative Planning | 18,492 | $6.23M | 0.01% | +3,309+21.8% | Added |
| Virginia Retirement Systems Et Al | 18,500 | $6.23M | 0.04% | +1,100+6.3% | Added |
| Caisse de Depot Et Placement du Quebec | 18,656 | $6.29M | 0.01% | −7,826−29.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,774 | $6.33M | 0.02% | +2,278+13.8% | Added |
| Kovitz Investment Group Partners, LLC | 18,812 | $6.34M | 0.03% | +1,142+6.5% | Added |
| Utah Retirement Systems | 18,888 | $6.36M | 0.07% | +988+5.5% | Added |
| British Columbia Investment Management Corp | 19,023 | $6.41M | 0.04% | −3,100−14.0% | Reduced |
| Van Eck Associates Corp | 19,089 | $6.43M | 0.01% | −13−0.1% | Reduced |
| Varma Mutual Pension Insurance Co | 19,360 | $6.52M | 0.05% | +300+1.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 19,505 | $6.57M | 0.06% | −19,807−50.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 19,576 | $6.60M | 0.16% | +19,576 | New |
| Genus Capital Management Inc. | – | $6.60M | 0.84% | – | New |
| STRS Ohio | 19,878 | $6.70M | 0.03% | +15,801+387.6% | Added |
| Citadel Advisors LLC | 21,033 | $7.09M | 0.01% | +21,033 | New |
| Private Advisor Group, LLC | 21,144 | $7.12M | 0.04% | −2,694−11.3% | Reduced |
| Wealthfront Advisers LLC | 21,151 | $7.13M | 0.02% | +2,848+15.6% | Added |
| Blue Square Asset Management, LLC | 21,231 | $7.15M | 3.35% | +21,231 | New |
| Toronto Dominion Bank | 22,182 | $7.47M | 0.02% | +4,600+26.2% | Added |
| DnB Asset Management AS | 22,434 | $7.56M | 0.03% | +2,625+13.3% | Added |
| Caxton Associates LLP | 22,584 | $7.61M | 0.20% | +22,584 | New |
| Andra AP-fonden | 22,800 | $7.68M | 0.11% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 22,892 | $7.71M | 1.32% | +22,892 | New |
| IFM Investors Pty Ltd | 23,128 | $7.79M | 0.07% | +2,067+9.8% | Added |
| Janus Henderson Group PLC | 23,554 | $7.94M | 0.00% | +16,454+231.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,633 | $7.96M | 0.02% | −853−3.5% | Reduced |
| Lazard Asset Management LLC | 24,277 | $8.18M | 0.01% | +17,729+270.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 24,743 | $8.34M | 0.08% | +19,553+376.7% | Added |
| Forsta Ap-Fonden | 24,800 | $8.36M | 0.05% | −23,383−48.5% | Reduced |
| LMR Partners LLP | 24,870 | $8.38M | 0.13% | −119,630−82.8% | Reduced |
| Xponance, Inc. | 24,915 | $8.40M | 0.07% | +10,076+67.9% | Added |
| USS Investment Management Ltd | 25,263 | $8.52M | 0.05% | +327+1.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 25,429 | $8.57M | 0.05% | +25,429 | New |
| Cetera Investment Advisers | 25,770 | $8.68M | 0.01% | +3,920+17.9% | Added |
| Advisor Group Holdings, Inc. | 26,009 | $8.76M | 0.02% | −9,098−25.9% | Reduced |
| Swiss Life Asset Management Ltd | 26,194 | $8.83M | 0.05% | +18,271+230.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,000 | $9.10M | 0.08% | +4,000+17.4% | Added |
| Quantinno Capital Management LP | 27,868 | $9.39M | 0.04% | +6,873+32.7% | Added |
| Meridiem Capital Partners LP | 27,972 | $9.43M | 0.68% | −41,681−59.8% | Reduced |
| Illinois Municipal Retirement Fund | 28,881 | $9.73M | 0.13% | +16,626+135.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 29,974 | $10.1M | 0.04% | −4,826−13.9% | Reduced |
| PDT Partners, LLC | 30,777 | $10.4M | 0.59% | −15,923−34.1% | Reduced |
| Tudor Investment Corp Et Al | 32,034 | $10.8M | 0.08% | +30,144+1,594.9% | Added |
| Metavasi Capital LP | 32,492 | $10.9M | 4.87% | −24,815−43.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,832 | $11.1M | 0.03% | +9,475+40.6% | Added |
| Engle Capital Management, L.P. | 33,800 | $11.4M | 3.43% | +33,800 | New |
| Engineers Gate Manager LP | 34,485 | $11.6M | 0.14% | +13,810+66.8% | Added |
| M&G Plc | 34,995 | $11.8M | 0.06% | +34,995 | New |
| Arizona State Retirement System | 35,338 | $11.9M | 0.07% | +1,892+5.7% | Added |
| Principal Financial Group Inc | 35,504 | $12.0M | 0.01% | +29,566+497.9% | Added |
| Blair William & Co | 36,168 | $12.2M | 0.03% | −8,623−19.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 36,402 | $12.3M | 0.12% | +3,785+11.6% | Added |
| Nomura Asset Management Co Ltd | 36,964 | $12.5M | 0.03% | +3,070+9.1% | Added |
| Resona Asset Management Co.,Ltd. | 37,660 | $12.6M | 0.06% | +3,761+11.1% | Added |
| Verition Fund Management LLC | 38,580 | $13.0M | 0.07% | −47,094−55.0% | Reduced |
| State of New Jersey Common Pension Fund D | 40,937 | $13.8M | 0.05% | +1,381+3.5% | Added |
| Marshall Wace, LLP | 41,034 | $13.8M | 0.02% | −28,475−41.0% | Reduced |
| Victory Capital Management Inc | 41,090 | $13.8M | 0.01% | +614+1.5% | Added |
| AQR Capital Management LLC | 42,820 | $14.3M | 0.01% | −6,608−13.4% | Reduced |
| KLP Kapitalforvaltning AS | 44,100 | $14.9M | 0.06% | +5,200+13.4% | Added |
| Mn Services Vermogensbeheer B.V. | 45,200 | $15.2M | 0.11% | +45,200 | New |
| Asset Management One Co.,Ltd. | 45,575 | $15.4M | 0.05% | +3,715+8.9% | Added |
| Nordea Investment Management AB | 49,717 | $16.5M | 0.02% | +14,291+40.3% | Added |
| Public Employees Retirement System of Ohio | 49,027 | $16.5M | 0.06% | +15,709+47.1% | Added |
| SG Americas Securities, LLC | 49,182 | $16.6M | 0.07% | +49,182 | New |
| Danske Bank A/S | 49,552 | $16.7M | 0.04% | +4,152+9.1% | Added |
| Ensign Peak Advisors, Inc | 51,018 | $17.2M | 0.03% | +2,005+4.1% | Added |
| ExodusPoint Capital Management, LP | 52,324 | $17.6M | 0.21% | +30,767+142.7% | Added |
| Pictet Asset Management Holding SA | 52,647 | $17.7M | 0.02% | +8,175+18.4% | Added |
| Gotham Asset Management, LLC | 54,257 | $18.3M | 0.11% | +9,529+21.3% | Added |
| Nishkama Capital, LLC | 54,600 | $18.4M | 3.01% | −13,875−20.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 54,832 | $18.5M | 0.04% | +4,846+9.7% | Added |
| Alta Park Capital, LP | 55,964 | $18.9M | 2.32% | −7,236−11.4% | Reduced |
| Treasurer of the State of North Carolina | 59,986 | $20.2M | 0.06% | +10,476+21.2% | Added |
| Summit Partners Public Asset Management, LLC | 60,000 | $20.2M | 0.79% | −157,181−72.4% | Reduced |
| Citigroup Inc | 61,437 | $20.7M | 0.01% | −50,602−45.2% | Reduced |
| Royal London Asset Management Ltd | 61,818 | $20.8M | 0.05% | +8,884+16.8% | Added |
| Prudential Financial Inc | 63,370 | $21.4M | 0.03% | −71,939−53.2% | Reduced |
| Quantitative Investment Management, LLC | 64,575 | $21.8M | 2.92% | +64,575 | New |
| Storebrand Asset Management AS | 64,618 | $21.8M | 0.06% | +14,741+29.6% | Added |
| State of Wisconsin Investment Board | 68,329 | $23.0M | 0.06% | −7,514−9.9% | Reduced |
| Achmea Investment Management B.V. | 70,408 | $23.7M | 0.31% | −5,099−6.8% | Reduced |