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, 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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 71,108 | $24.0M | 0.01% | +14,667+26.0% | Added |
| Cubist Systematic Strategies, LLC | 71,766 | $24.2M | 0.26% | +62,751+696.1% | Added |
| Susquehanna International Group, LLP | 76,163 | $25.7M | 0.04% | −41,831−35.5% | Reduced |
| HSBC Holdings PLC | 77,538 | $25.9M | 0.02% | +4,906+6.8% | Added |
| SEI Investments Co | 83,634 | $28.2M | 0.03% | +20,127+31.7% | Added |
| Allianz Asset Management GmbH | 83,647 | $28.2M | 0.04% | +8,777+11.7% | Added |
| Swedbank AB | 83,688 | $28.2M | 0.03% | +83,688 | New |
| Handelsbanken Fonder AB | 87,076 | $29.3M | 0.10% | −4,609−5.0% | Reduced |
| 3G Capital Partners LP | 90,000 | $30.3M | 7.44% | −50,000−35.7% | Reduced |
| Aviva PLC | 90,697 | $30.6M | 0.06% | +25,280+38.6% | Added |
| Amanah Holdings Trust | 91,462 | $30.7M | 7.60% | +91,462 | New |
| New York State Common Retirement Fund | 93,372 | $31.5M | 0.04% | −17,727−16.0% | Reduced |
| Aquatic Capital Management LLC | 93,977 | $31.7M | 0.64% | +5,448+6.2% | Added |
| Worldquant Millennium Advisors LLC | 94,036 | $31.7M | 0.16% | −8,917−8.7% | Reduced |
| Mirabella Financial Services LLP | 95,000 | $32.0M | 3.36% | −30,000−24.0% | Reduced |
| Envestnet Asset Management Inc | 97,771 | $32.9M | 0.01% | +51,776+112.6% | Added |
| Korea Investment CORP | 97,833 | $33.0M | 0.07% | +3,815+4.1% | Added |
| Trexquant Investment LP | 103,037 | $34.7M | 0.39% | +48,042+87.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103,099 | $34.7M | 0.03% | +8,865+9.4% | Added |
| Balyasny Asset Management LLC | 103,515 | $34.9M | 0.08% | +22,147+27.2% | Added |
| Ameriprise Financial Inc | 105,040 | $35.4M | 0.01% | +28,286+36.9% | Added |
| Alliancebernstein L.P. | 108,247 | $36.5M | 0.01% | +66,116+156.9% | Added |
| Anabranch Capital Management, LP | 109,255 | $36.8M | 21.98% | −7,615−6.5% | Reduced |
| Los Angeles Capital Management LLC | 111,190 | $37.5M | 0.14% | +105,768+1,950.7% | Added |
| Barclays PLC | 115,859 | $39.0M | 0.02% | +8,568+8.0% | Added |
| Federated Hermes, Inc. | 118,238 | $39.8M | 0.08% | +32,504+37.9% | Added |
| Jump Financial, LLC | 120,457 | $40.6M | 0.50% | +95,989+392.3% | Added |
| Great West Life Assurance Co | 122,356 | $41.3M | 0.07% | +10,005+8.9% | Added |
| State Board of Administration of Florida Retirement System | 122,655 | $41.3M | 0.07% | +17,044+16.1% | Added |
| Russell Investments Group, Ltd. | 123,945 | $41.7M | 0.05% | +66,697+116.5% | Added |
| TD Asset Management Inc | 127,168 | $42.9M | 0.04% | −11,741−8.5% | Reduced |
| Natixis Advisors, L.P. | 129,215 | $43.5M | 0.07% | +19,815+18.1% | Added |
| Fred Alger Management, LLC | 131,849 | $44.4M | 0.20% | +98,766+298.5% | Added |
| Schonfeld Strategic Advisors LLC | 134,667 | $45.4M | 0.34% | +130,040+2,810.5% | Added |
| Bank of Montreal | 136,424 | $46.0M | 0.02% | −66,057−32.6% | Reduced |
| RDST Capital LLC | 136,885 | $46.1M | 4.61% | −86,055−38.6% | Reduced |
| Assenagon Asset Management S.A. | 136,956 | $46.1M | 0.07% | −455,626−76.9% | Reduced |
| Voya Investment Management LLC | 145,745 | $49.1M | 0.05% | +120,634+480.4% | Added |
| 683 Capital Management, LLC | 155,000 | $52.2M | 5.30% | −17,000−9.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 156,421 | $52.7M | 0.09% | −26,975−14.7% | Reduced |
| Brightlight Capital Management LP | 158,000 | $53.2M | 29.39% | −69,300−30.5% | Reduced |
| Senator Investment Group LP | 160,930 | $54.2M | 2.09% | −250,000−60.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 164,700 | $55.5M | 0.11% | −128,420−43.8% | Reduced |
| Canada Pension Plan Investment Board | 167,031 | $56.3M | 0.05% | −24,816−12.9% | Reduced |
| Moore Capital Management, LP | 167,520 | $56.4M | 1.13% | +166,556+17,277.6% | Added |
| Allspring Global Investments Holdings, LLC | 169,750 | $57.4M | 0.10% | −80,004−32.0% | Reduced |
| Rhumbline Advisers | 173,436 | $58.4M | 0.05% | −35,420−17.0% | Reduced |
| Avala Global LP | 186,836 | $63.0M | 3.28% | −126,664−40.4% | Reduced |
| National Pension Service | 188,668 | $63.6M | 0.05% | +1,707+0.9% | Added |
| California State Teachers Retirement System | 188,968 | $63.7M | 0.07% | +6,266+3.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 189,551 | $63.9M | 0.22% | +184,552+3,691.8% | Added |
| BIT Capital GmbH | 190,924 | $64.3M | 4.19% | −23,051−10.8% | Reduced |
| Primecap Management Co | 191,125 | $64.4M | 0.05% | −7,975−4.0% | Reduced |
| Divisadero Street Capital Management, LP | 193,319 | $65.1M | 4.36% | +28,479+17.3% | Added |
| Kinetic Partners Management, LP | 194,859 | $65.7M | 3.59% | +34,042+21.2% | Added |
| Mane Global Capital Management LP | 221,824 | $74.7M | 3.40% | −69,768−23.9% | Reduced |
| California Public Employees Retirement System | 224,338 | $75.6M | 0.05% | +41,709+22.8% | Added |
| Thrive Capital Management, LLC | 226,761 | $76.4M | 32.37% | −2,040,849−90.0% | Reduced |
| Capital Fund Management S.A. | 227,102 | $76.5M | 0.84% | +179,526+377.3% | Added |
| General Equity Holdings LP | 236,080 | $79.5M | 60.21% | −165,291−41.2% | Reduced |
| Steadfast Capital Management LP | 240,837 | $81.2M | 1.51% | −40,656−14.4% | Reduced |
| Styrax Capital, LP | 242,370 | $81.7M | 5.81% | +242,370 | New |
| Franklin Resources Inc | 247,318 | $83.3M | 0.02% | +220,059+807.3% | Added |
| Deutsche Bank AG | 248,242 | $83.6M | 0.03% | −17,960−6.7% | Reduced |
| Holocene Advisors, LP | 250,000 | $84.2M | 0.21% | −375,245−60.0% | Reduced |
| Wellington Management Group LLP | 252,794 | $85.2M | 0.02% | +46,092+22.3% | Added |
| Royal Bank of Canada | 252,852 | $85.2M | 0.02% | +222,985+746.6% | Added |
| 1832 Asset Management L.P. | 257,005 | $86.6M | 0.15% | +257,005 | New |
| Millennium Management LLC | 257,302 | $86.7M | 0.08% | −44,271−14.7% | Reduced |
| Neuberger Berman Group LLC | 263,924 | $88.9M | 0.07% | +91,771+53.3% | Added |
| Manufacturers Life Insurance Company, The | 265,493 | $89.5M | 0.08% | +2,392+0.9% | Added |
| Contour Asset Management LLC | 267,586 | $90.2M | 2.95% | −375,528−58.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 275,674 | $92.9M | 0.06% | +24,512+9.8% | Added |
| Palestra Capital Management LLC | 275,890 | $93.0M | 2.75% | −416,069−60.1% | Reduced |
| BNP Paribas Arbitrage, SA | 280,781 | $94.6M | 0.07% | +25,295+9.9% | Added |
| Point72 Asset Management, L.P. | 286,822 | $96.6M | 0.23% | −595,326−67.5% | Reduced |
| Goldman Sachs Group Inc | 290,285 | $97.8M | 0.02% | +22,499+8.4% | Added |
| Amundi | 294,002 | $101.0M | 0.03% | −59,495−16.8% | Reduced |
| Scopus Asset Management, L.P. | 303,000 | $102.1M | 2.73% | +3,500+1.2% | Added |
| KBC Group NV | 323,662 | $109.1M | 0.29% | +308,166+1,988.7% | Added |
| American Century Companies Inc | 336,285 | $113.3M | 0.06% | +318,068+1,746.0% | Added |
| No Street GP LP | 350,000 | $117.9M | 8.81% | −70,000−16.7% | Reduced |
| Man Group plc | 360,253 | $121.4M | 0.26% | +307,989+589.3% | Added |
| North Peak Capital Management, LLC | 364,535 | $122.8M | 9.64% | −42,447−10.4% | Reduced |
| Selkirk Management LLC | 365,220 | $123.1M | 36.39% | 00.0% | Unchanged |
| Swiss National Bank | 366,000 | $123.3M | 0.07% | +39,800+12.2% | Added |
| Driehaus Capital Management LLC | 372,785 | $125.6M | 1.01% | +21,819+6.2% | Added |
| Bank of New York Mellon Corp | 380,503 | $128.2M | 0.02% | −58,320−13.3% | Reduced |
| Nuveen, LLC | 385,794 | $130.0M | 0.04% | +205,794+114.3% | Added |
| Qube Research & Technologies Ltd | 392,811 | $132.4M | 0.18% | +361,813+1,167.2% | Added |
| Steadview Capital Management LLC | 443,535 | $149.5M | 21.58% | −71,720−13.9% | Reduced |
| Par Capital Management Inc | 467,172 | $157.4M | 5.15% | +89,972+23.9% | Added |
| First Trust Advisors LP | 479,536 | $161.6M | 0.13% | −23,021−4.6% | Reduced |
| RV Capital GmbH | 510,352 | $172.0M | 31.83% | −37,162−6.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 543,394 | $183.1M | 0.13% | +543,394 | New |
| Charles Schwab Investment Management Inc | 547,610 | $184.5M | 0.03% | +56,736+11.6% | Added |
| Legal & General Group Plc | 559,726 | $188.6M | 0.05% | +87,102+18.4% | Added |
| T. Rowe Price Investment Management, Inc. | 563,135 | $189.8M | 0.12% | −129,590−18.7% | Reduced |
| Massachusetts Financial Services Co | 573,038 | $193.1M | 0.06% | +573,038 | New |
| Raymond James Financial Inc | 577,231 | $194.5M | 0.07% | +294,035+103.8% | Added |