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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 580,072 | $195.4M | 0.05% | +43,044+8.0% | Added |
| Whale Rock Capital Management LLC | 582,811 | $196.4M | 2.72% | −567,839−49.3% | Reduced |
| Capital World Investors | 626,058 | $211.0M | 0.03% | +418,490+201.6% | Added |
| Massachusetts Institute of Technology | 632,924 | $213.3M | 21.42% | +632,924 | New |
| Voloridge Investment Management, LLC | 645,148 | $217.4M | 0.80% | +645,148 | New |
| National Philanthropic Trust | 652,740 | $219.9M | 2.95% | −6,031−0.9% | Reduced |
| Lord, Abbett & Co. LLC | 664,884 | $224.0M | 0.72% | +24,466+3.8% | Added |
| UBS Asset Management Americas Inc | 685,473 | $231.0M | 0.05% | +155,877+29.4% | Added |
| Squarepoint Ops LLC | 701,049 | $236.2M | 0.52% | −553,579−44.1% | Reduced |
| Wells Fargo & Company | 707,606 | $238.4M | 0.05% | +348,995+97.3% | Added |
| Invesco Ltd. | 734,436 | $247.5M | 0.04% | +513,092+231.8% | Added |
| Northern Trust Corp | 748,609 | $252.3M | 0.03% | +62,745+9.1% | Added |
| Goodnow Investment Group, LLC | 751,033 | $253.1M | 23.58% | −109,520−12.7% | Reduced |
| Norges Bank | 770,026 | $259.5M | 0.03% | +239,951+45.3% | Added |
| Two Sigma Investments, LP | 824,164 | $277.7M | 0.50% | +236,461+40.2% | Added |
| Durable Capital Partners LP | 892,477 | $300.7M | 2.28% | −1,040,495−53.8% | Reduced |
| Sands Capital Management, LLC | 901,227 | $303.7M | 0.87% | +840,096+1,374.3% | Added |
| Renaissance Technologies LLC | 1,013,112 | $341.4M | 0.45% | +774,400+324.4% | Added |
| UBS Group AG | 1,048,976 | $353.5M | 0.07% | −48,380−4.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,077,976 | $363.2M | 1.05% | −1,475,885−57.8% | Reduced |
| Castle Hook Partners LP | 1,198,254 | $403.8M | 5.94% | +200,459+20.1% | Added |
| Morgan Stanley | 1,292,540 | $435.5M | 0.03% | −146,633−10.2% | Reduced |
| Bank of America Corp | 1,402,751 | $472.7M | 0.04% | +1,150,185+455.4% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $505.4M | 67.13% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 1,681,235 | $566.5M | 1.16% | +597,500+55.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,765,291 | $594.8M | 4.31% | −548,877−23.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 1,800,055 | $606.5M | 1.69% | +1,264,722+236.2% | Added |
| Camelot Capital Partners, LLC | 2,034,519 | $685.6M | 100.00% | −16,069−0.8% | Reduced |
| Geode Capital Management, LLC | 2,232,179 | $750.3M | 0.05% | +221,161+11.0% | Added |
| D. E. Shaw & Co., Inc. | 2,558,519 | $862.1M | 0.86% | +1,458,558+132.6% | Added |
| State Street Corp | 2,765,046 | $931.7M | 0.03% | +361,624+15.0% | Added |
| JPMorgan Chase & Co | 3,262,415 | $1.10B | 0.08% | +3,098,798+1,893.9% | Added |
| Spruce House Investment Management LLC | 3,609,288 | $1.22B | 44.87% | 00.0% | Unchanged |
| Exor Capital LLP | 3,765,251 | $1.27B | 27.28% | −280,045−6.9% | Reduced |
| Capital Research Global Investors | 3,971,178 | $1.34B | 0.27% | +2,532,240+176.0% | Added |
| CAS Investment Partners, LLC | 4,922,268 | $1.66B | 80.82% | −762,761−13.4% | Reduced |
| Greenoaks Capital Partners LLC | 5,657,525 | $1.91B | 71.57% | −207,000−3.5% | Reduced |
| FMR LLC | 6,085,125 | $2.05B | 0.12% | −3,322,531−35.3% | Reduced |
| BlackRock, Inc. | 9,481,436 | $3.19B | 0.06% | +2,128,489+28.9% | Added |
| Vanguard Group Inc | 12,764,230 | $4.30B | 0.07% | +229,387+1.8% | Added |
| Price T Rowe Associates Inc | 16,191,947 | $5.46B | 0.62% | +1,241,936+8.3% | Added |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −370,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −343,678−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −53,855−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −53,291−100.0% | Sold out |
| Patient Capital Management, LLC | 0 | $0 | 0.00% | −47,322−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −34,900−100.0% | Sold out |
| Pelham Capital Ltd. | 0 | $0 | 0.00% | −20,050−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −19,900−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −17,505−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −15,576−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12,452−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,476−100.0% | Sold out |
| Avalon Global Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −8,521−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −7,003−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −5,055−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,716−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −3,696−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −2,035−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,770−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −1,625−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −1,403−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,266−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −1,145−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −1,072−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −629−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Abound Financial, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −8−100.0% | Sold out |