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 |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 22,892 | $7.71M | 1.32% | +22,892 | New |
| Andra AP-fonden | 22,800 | $7.68M | 0.11% | 00.0% | Unchanged |
| Caxton Associates LLP | 22,584 | $7.61M | 0.20% | +22,584 | New |
| DnB Asset Management AS | 22,434 | $7.56M | 0.03% | +2,625+13.3% | Added |
| Toronto Dominion Bank | 22,182 | $7.47M | 0.02% | +4,600+26.2% | Added |
| Blue Square Asset Management, LLC | 21,231 | $7.15M | 3.35% | +21,231 | New |
| Wealthfront Advisers LLC | 21,151 | $7.13M | 0.02% | +2,848+15.6% | Added |
| Private Advisor Group, LLC | 21,144 | $7.12M | 0.04% | −2,694−11.3% | Reduced |
| Citadel Advisors LLC | 21,033 | $7.09M | 0.01% | +21,033 | New |
| STRS Ohio | 19,878 | $6.70M | 0.03% | +15,801+387.6% | Added |
| Genus Capital Management Inc. | – | $6.60M | 0.84% | – | New |
| Y-Intercept (Hong Kong) Ltd | 19,576 | $6.60M | 0.16% | +19,576 | New |
| Police & Firemen's Retirement System of New Jersey | 19,505 | $6.57M | 0.06% | −19,807−50.4% | Reduced |
| Varma Mutual Pension Insurance Co | 19,360 | $6.52M | 0.05% | +300+1.6% | Added |
| Van Eck Associates Corp | 19,089 | $6.43M | 0.01% | −13−0.1% | Reduced |
| British Columbia Investment Management Corp | 19,023 | $6.41M | 0.04% | −3,100−14.0% | Reduced |
| Utah Retirement Systems | 18,888 | $6.36M | 0.07% | +988+5.5% | Added |
| Kovitz Investment Group Partners, LLC | 18,812 | $6.34M | 0.03% | +1,142+6.5% | Added |
| Jacobs Levy Equity Management, Inc | 18,774 | $6.33M | 0.02% | +2,278+13.8% | Added |
| Caisse de Depot Et Placement du Quebec | 18,656 | $6.29M | 0.01% | −7,826−29.6% | Reduced |
| Virginia Retirement Systems Et Al | 18,500 | $6.23M | 0.04% | +1,100+6.3% | Added |
| Creative Planning | 18,492 | $6.23M | 0.01% | +3,309+21.8% | Added |
| Teacher Retirement System of Texas | 18,360 | $6.19M | 0.03% | +1,468+8.7% | Added |
| Flight Deck Capital, LP | 18,300 | $6.17M | 6.52% | −16,400−47.3% | Reduced |
| Nisa Investment Advisors, LLC | 17,254 | $5.81M | 0.03% | −450−2.5% | Reduced |
| Brevan Howard Capital Management LP | 17,130 | $5.77M | 0.06% | +17,130 | New |
| Acadian Asset Management LLC | 16,854 | $5.67M | 0.01% | −14,072−45.5% | Reduced |
| Beck Bode, LLC | 16,783 | $5.66M | 0.96% | +16,783 | New |
| Zacks Investment Management | 16,676 | $5.62M | 0.05% | +16,676 | New |
| PCJ Investment Counsel Ltd. | 16,600 | $5.59M | 1.91% | −880−5.0% | Reduced |
| Geometric Wealth Advisors | 16,479 | $5.55M | 0.83% | −3,371−17.0% | Reduced |
| Hudson Bay Capital Management LP | 16,478 | $5.55M | 0.04% | +10,090+158.0% | Added |
| Laurion Capital Management LP | 16,262 | $5.48M | 0.63% | +16,262 | New |
| Quadrature Capital Ltd | 16,096 | $5.42M | 0.09% | −34,633−68.3% | Reduced |
| Daiwa Securities Group Inc. | 16,030 | $5.40M | 0.02% | +6,730+72.4% | Added |
| MML Investors Services, LLC | 15,820 | $5.33M | 0.02% | +3,300+26.4% | Added |
| Macquarie Group Ltd | 15,750 | $5.31M | 0.01% | +11,521+272.4% | Added |
| OP Asset Management Ltd | 15,575 | $5.25M | 0.08% | −126−0.8% | Reduced |
| Nissay Asset Management Corp | 15,182 | $5.12M | 0.03% | +893+6.2% | Added |
| JustInvest LLC | 15,030 | $5.06M | 0.06% | +1,769+13.3% | Added |
| GatePass Capital, LLC | 15,006 | $5.06M | 3.35% | +50.0% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 15,000 | $5.05M | 3.71% | 00.0% | Unchanged |
| Nwi Management LP | 15,000 | $5.05M | 0.46% | +15,000 | New |
| Symmetry Investments LP | 14,437 | $4.86M | 0.41% | +1,133+8.5% | Added |
| Marex Group plc | 14,317 | $4.82M | 0.09% | +14,317 | New |
| BloombergSen Inc. | 14,091 | $4.75M | 0.40% | −7,474−34.7% | Reduced |
| Newlands Management Operations LLC | 13,985 | $4.71M | 0.02% | +13,985 | New |
| M&T Bank Corp | 13,895 | $4.68M | 0.02% | +7,725+125.2% | Added |
| Navellier & Associates Inc | 13,751 | $4.63M | 0.57% | +13,751 | New |
| Clearbridge Investments, LLC | 13,651 | $4.60M | 0.00% | +13,651 | New |
| ProShare Advisors LLC | 13,572 | $4.57M | 0.01% | −3,022−18.2% | Reduced |
| Penserra Capital Management LLC | 13,344 | $4.50M | 0.06% | −4,151−23.7% | Reduced |
| Concurrent Investment Advisors, LLC | 13,208 | $4.45M | 0.09% | +198+1.5% | Added |
| Candelo Capital Management LP | 13,050 | $4.40M | 4.21% | +13,050 | New |
| Robeco Institutional Asset Management B.V. | 12,860 | $4.33M | 0.01% | +1,455+12.8% | Added |
| Nemes Rush Group LLC | 12,551 | $4.23M | 0.46% | +12,451+12,451.0% | Added |
| Edgestream Partners, L.P. | 12,370 | $4.17M | 0.12% | +12,370 | New |
| O'Shaughnessy Asset Management, LLC | 12,359 | $4.16M | 0.03% | +4,569+58.7% | Added |
| Silvant Capital Management LLC | 12,277 | $4.14M | 0.16% | +12,277 | New |
| Avanza Fonder AB | 12,165 | $4.10M | 0.12% | −1,063−8.0% | Reduced |
| Public Employees Retirement Association of Colorado | 11,910 | $4.01M | 0.02% | +1,661+16.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,835 | $3.99M | 0.04% | +1,630+16.0% | Added |
| Polen Capital Management LLC | 11,695 | $3.94M | 0.01% | +11,695 | New |
| Independent Financial Group, LLC | 11,600 | $3.91M | 0.11% | +11,600 | New |
| Octahedron Capital Management L.P. | 11,400 | $3.84M | 2.90% | −27,800−70.9% | Reduced |
| Independent Advisor Alliance | 10,933 | $3.68M | 0.11% | +9,294+567.1% | Added |
| Dark Forest Capital Management LP | 10,741 | $3.62M | 0.15% | +6,483+152.3% | Added |
| Great Valley Advisor Group, Inc. | 10,569 | $3.56M | 0.08% | +15+0.1% | Added |
| ASR Vermogensbeheer N.V. | 10,546 | $3.55M | 0.05% | +2,848+37.0% | Added |
| Jain Global LLC | 10,242 | $3.45M | 0.05% | −84,076−89.1% | Reduced |
| QRG Capital Management, Inc. | 10,146 | $3.42M | 0.03% | +7,194+243.7% | Added |
| Globeflex Capital L P | 10,065 | $3.39M | 0.28% | +163+1.6% | Added |
| Taylor Frigon Capital Management LLC | 10,052 | $3.39M | 1.80% | −4,256−29.7% | Reduced |
| Mackenzie Financial Corp | 10,045 | $3.38M | 0.00% | +2,946+41.5% | Added |
| Quantbot Technologies LP | 10,006 | $3.37M | 0.09% | −23,259−69.9% | Reduced |
| GWM Advisors LLC | 9,893 | $3.33M | 0.02% | +825+9.1% | Added |
| Amalgamated Bank | 9,660 | $3.25M | 0.03% | +3,323+52.4% | Added |
| Mariner, LLC | 9,475 | $3.19M | 0.00% | +816+9.4% | Added |
| Omers Administration Corp | 9,255 | $3.12M | 0.02% | +5,200+128.2% | Added |
| Winton Group Ltd | 9,203 | $3.10M | 0.16% | +9,203 | New |
| Mirae Asset Global Investments Co., Ltd. | 9,141 | $3.08M | 0.01% | −1,591−14.8% | Reduced |
| Stifel Financial Corp | 9,060 | $3.05M | 0.00% | +3,968+77.9% | Added |
| Chicago Capital, LLC | 8,776 | $2.96M | 0.07% | +828+10.4% | Added |
| FORA Capital, LLC | 8,743 | $2.95M | 0.33% | +8,743 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 8,662 | $2.92M | 0.01% | +2,602+42.9% | Added |
| Concentric Capital Strategies, LP | 8,571 | $2.89M | 0.16% | +4,184+95.4% | Added |
| Ethic Inc. | 9,024 | $2.88M | 0.05% | +2,241+33.0% | Added |
| Candriam Luxembourg S.C.A. | 8,541 | $2.88M | 0.02% | +684+8.7% | Added |
| Nomura Holdings Inc | 8,243 | $2.78M | 0.02% | −3,712−31.0% | Reduced |
| Numerai GP LLC | 8,209 | $2.77M | 0.40% | +1,774+27.6% | Added |
| Harvest Investment Services, LLC | 8,138 | $2.74M | 0.61% | −100−1.2% | Reduced |
| Bayesian Capital Management, LP | 8,100 | $2.73M | 0.43% | +8,100 | New |
| Jefferies Financial Group Inc. | 8,045 | $2.71M | 0.04% | +8,045 | New |
| Toroso Investments, LLC | 8,027 | $2.70M | 0.02% | −70,764−89.8% | Reduced |
| MetLife Investment Management | 7,985 | $2.69M | 0.02% | +4,392+122.2% | Added |
| Donoghue Forlines LLC | 7,942 | $2.68M | 0.76% | +7,942 | New |
| Options Solutions, LLC | 7,927 | $2.67M | 0.96% | −2,227−21.9% | Reduced |
| Graham Capital Management, L.P. | 7,879 | $2.65M | 0.08% | −5,454−40.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,812 | $2.63M | 0.05% | −400−4.9% | Reduced |
| Convergence Investment Partners, LLC | 7,807 | $2.63M | 0.67% | −678−8.0% | Reduced |