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 |
|---|---|---|---|---|---|
| Brightlight Capital Management LP | 158,000 | $53.2M | 29.39% | −69,300−30.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 156,421 | $52.7M | 0.09% | −26,975−14.7% | Reduced |
| 683 Capital Management, LLC | 155,000 | $52.2M | 5.30% | −17,000−9.9% | Reduced |
| Voya Investment Management LLC | 145,745 | $49.1M | 0.05% | +120,634+480.4% | Added |
| Assenagon Asset Management S.A. | 136,956 | $46.1M | 0.07% | −455,626−76.9% | Reduced |
| RDST Capital LLC | 136,885 | $46.1M | 4.61% | −86,055−38.6% | Reduced |
| Bank of Montreal | 136,424 | $46.0M | 0.02% | −66,057−32.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 134,667 | $45.4M | 0.34% | +130,040+2,810.5% | Added |
| Fred Alger Management, LLC | 131,849 | $44.4M | 0.20% | +98,766+298.5% | Added |
| Natixis Advisors, L.P. | 129,215 | $43.5M | 0.07% | +19,815+18.1% | Added |
| TD Asset Management Inc | 127,168 | $42.9M | 0.04% | −11,741−8.5% | Reduced |
| Russell Investments Group, Ltd. | 123,945 | $41.7M | 0.05% | +66,697+116.5% | Added |
| State Board of Administration of Florida Retirement System | 122,655 | $41.3M | 0.07% | +17,044+16.1% | Added |
| Great West Life Assurance Co | 122,356 | $41.3M | 0.07% | +10,005+8.9% | Added |
| Jump Financial, LLC | 120,457 | $40.6M | 0.50% | +95,989+392.3% | Added |
| Federated Hermes, Inc. | 118,238 | $39.8M | 0.08% | +32,504+37.9% | Added |
| Barclays PLC | 115,859 | $39.0M | 0.02% | +8,568+8.0% | Added |
| Los Angeles Capital Management LLC | 111,190 | $37.5M | 0.14% | +105,768+1,950.7% | Added |
| Anabranch Capital Management, LP | 109,255 | $36.8M | 21.98% | −7,615−6.5% | Reduced |
| Alliancebernstein L.P. | 108,247 | $36.5M | 0.01% | +66,116+156.9% | Added |
| Ameriprise Financial Inc | 105,040 | $35.4M | 0.01% | +28,286+36.9% | Added |
| Balyasny Asset Management LLC | 103,515 | $34.9M | 0.08% | +22,147+27.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 103,099 | $34.7M | 0.03% | +8,865+9.4% | Added |
| Trexquant Investment LP | 103,037 | $34.7M | 0.39% | +48,042+87.4% | Added |
| Korea Investment CORP | 97,833 | $33.0M | 0.07% | +3,815+4.1% | Added |
| Envestnet Asset Management Inc | 97,771 | $32.9M | 0.01% | +51,776+112.6% | Added |
| Mirabella Financial Services LLP | 95,000 | $32.0M | 3.36% | −30,000−24.0% | Reduced |
| Worldquant Millennium Advisors LLC | 94,036 | $31.7M | 0.16% | −8,917−8.7% | Reduced |
| Aquatic Capital Management LLC | 93,977 | $31.7M | 0.64% | +5,448+6.2% | Added |
| New York State Common Retirement Fund | 93,372 | $31.5M | 0.04% | −17,727−16.0% | Reduced |
| Amanah Holdings Trust | 91,462 | $30.7M | 7.60% | +91,462 | New |
| Aviva PLC | 90,697 | $30.6M | 0.06% | +25,280+38.6% | Added |
| 3G Capital Partners LP | 90,000 | $30.3M | 7.44% | −50,000−35.7% | Reduced |
| Handelsbanken Fonder AB | 87,076 | $29.3M | 0.10% | −4,609−5.0% | Reduced |
| Swedbank AB | 83,688 | $28.2M | 0.03% | +83,688 | New |
| Allianz Asset Management GmbH | 83,647 | $28.2M | 0.04% | +8,777+11.7% | Added |
| SEI Investments Co | 83,634 | $28.2M | 0.03% | +20,127+31.7% | Added |
| HSBC Holdings PLC | 77,538 | $25.9M | 0.02% | +4,906+6.8% | Added |
| Susquehanna International Group, LLP | 76,163 | $25.7M | 0.04% | −41,831−35.5% | Reduced |
| Cubist Systematic Strategies, LLC | 71,766 | $24.2M | 0.26% | +62,751+696.1% | Added |
| LPL Financial LLC | 71,108 | $24.0M | 0.01% | +14,667+26.0% | Added |
| Achmea Investment Management B.V. | 70,408 | $23.7M | 0.31% | −5,099−6.8% | Reduced |
| State of Wisconsin Investment Board | 68,329 | $23.0M | 0.06% | −7,514−9.9% | Reduced |
| Storebrand Asset Management AS | 64,618 | $21.8M | 0.06% | +14,741+29.6% | Added |
| Quantitative Investment Management, LLC | 64,575 | $21.8M | 2.92% | +64,575 | New |
| Prudential Financial Inc | 63,370 | $21.4M | 0.03% | −71,939−53.2% | Reduced |
| Royal London Asset Management Ltd | 61,818 | $20.8M | 0.05% | +8,884+16.8% | Added |
| Citigroup Inc | 61,437 | $20.7M | 0.01% | −50,602−45.2% | Reduced |
| Summit Partners Public Asset Management, LLC | 60,000 | $20.2M | 0.79% | −157,181−72.4% | Reduced |
| Treasurer of the State of North Carolina | 59,986 | $20.2M | 0.06% | +10,476+21.2% | Added |
| Alta Park Capital, LP | 55,964 | $18.9M | 2.32% | −7,236−11.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 54,832 | $18.5M | 0.04% | +4,846+9.7% | Added |
| Nishkama Capital, LLC | 54,600 | $18.4M | 3.01% | −13,875−20.3% | Reduced |
| Gotham Asset Management, LLC | 54,257 | $18.3M | 0.11% | +9,529+21.3% | Added |
| Pictet Asset Management Holding SA | 52,647 | $17.7M | 0.02% | +8,175+18.4% | Added |
| ExodusPoint Capital Management, LP | 52,324 | $17.6M | 0.21% | +30,767+142.7% | Added |
| Ensign Peak Advisors, Inc | 51,018 | $17.2M | 0.03% | +2,005+4.1% | Added |
| Danske Bank A/S | 49,552 | $16.7M | 0.04% | +4,152+9.1% | Added |
| SG Americas Securities, LLC | 49,182 | $16.6M | 0.07% | +49,182 | New |
| Public Employees Retirement System of Ohio | 49,027 | $16.5M | 0.06% | +15,709+47.1% | Added |
| Nordea Investment Management AB | 49,717 | $16.5M | 0.02% | +14,291+40.3% | Added |
| Asset Management One Co.,Ltd. | 45,575 | $15.4M | 0.05% | +3,715+8.9% | Added |
| Mn Services Vermogensbeheer B.V. | 45,200 | $15.2M | 0.11% | +45,200 | New |
| KLP Kapitalforvaltning AS | 44,100 | $14.9M | 0.06% | +5,200+13.4% | Added |
| AQR Capital Management LLC | 42,820 | $14.3M | 0.01% | −6,608−13.4% | Reduced |
| Victory Capital Management Inc | 41,090 | $13.8M | 0.01% | +614+1.5% | Added |
| Marshall Wace, LLP | 41,034 | $13.8M | 0.02% | −28,475−41.0% | Reduced |
| State of New Jersey Common Pension Fund D | 40,937 | $13.8M | 0.05% | +1,381+3.5% | Added |
| Verition Fund Management LLC | 38,580 | $13.0M | 0.07% | −47,094−55.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 37,660 | $12.6M | 0.06% | +3,761+11.1% | Added |
| Nomura Asset Management Co Ltd | 36,964 | $12.5M | 0.03% | +3,070+9.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 36,402 | $12.3M | 0.12% | +3,785+11.6% | Added |
| Blair William & Co | 36,168 | $12.2M | 0.03% | −8,623−19.3% | Reduced |
| Principal Financial Group Inc | 35,504 | $12.0M | 0.01% | +29,566+497.9% | Added |
| Arizona State Retirement System | 35,338 | $11.9M | 0.07% | +1,892+5.7% | Added |
| M&G Plc | 34,995 | $11.8M | 0.06% | +34,995 | New |
| Engineers Gate Manager LP | 34,485 | $11.6M | 0.14% | +13,810+66.8% | Added |
| Engle Capital Management, L.P. | 33,800 | $11.4M | 3.43% | +33,800 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 32,832 | $11.1M | 0.03% | +9,475+40.6% | Added |
| Metavasi Capital LP | 32,492 | $10.9M | 4.87% | −24,815−43.3% | Reduced |
| Tudor Investment Corp Et Al | 32,034 | $10.8M | 0.08% | +30,144+1,594.9% | Added |
| PDT Partners, LLC | 30,777 | $10.4M | 0.59% | −15,923−34.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 29,974 | $10.1M | 0.04% | −4,826−13.9% | Reduced |
| Illinois Municipal Retirement Fund | 28,881 | $9.73M | 0.13% | +16,626+135.7% | Added |
| Meridiem Capital Partners LP | 27,972 | $9.43M | 0.68% | −41,681−59.8% | Reduced |
| Quantinno Capital Management LP | 27,868 | $9.39M | 0.04% | +6,873+32.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,000 | $9.10M | 0.08% | +4,000+17.4% | Added |
| Swiss Life Asset Management Ltd | 26,194 | $8.83M | 0.05% | +18,271+230.6% | Added |
| Advisor Group Holdings, Inc. | 26,009 | $8.76M | 0.02% | −9,098−25.9% | Reduced |
| Cetera Investment Advisers | 25,770 | $8.68M | 0.01% | +3,920+17.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 25,429 | $8.57M | 0.05% | +25,429 | New |
| USS Investment Management Ltd | 25,263 | $8.52M | 0.05% | +327+1.3% | Added |
| Xponance, Inc. | 24,915 | $8.40M | 0.07% | +10,076+67.9% | Added |
| LMR Partners LLP | 24,870 | $8.38M | 0.13% | −119,630−82.8% | Reduced |
| Forsta Ap-Fonden | 24,800 | $8.36M | 0.05% | −23,383−48.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 24,743 | $8.34M | 0.08% | +19,553+376.7% | Added |
| Lazard Asset Management LLC | 24,277 | $8.18M | 0.01% | +17,729+270.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 23,633 | $7.96M | 0.02% | −853−3.5% | Reduced |
| Janus Henderson Group PLC | 23,554 | $7.94M | 0.00% | +16,454+231.7% | Added |
| IFM Investors Pty Ltd | 23,128 | $7.79M | 0.07% | +2,067+9.8% | Added |