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, Q3 2025
Institutional positions in Carvana Co. as of Sep 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
- 775
- +44 vs. Q2 2025
- Shares held
- 135.9M
- +6.51M (+5.0%) vs. Q2 2025
- Total value
- $51.3B
- +$7.66B (+17.6%) vs. Q2 2025
- New holders
- 128
- 322 more added
- Sold out
- 84
- 234 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 16,319,076 | $6.16B | 0.66% | +127,129+0.8% | Added |
| Vanguard Group Inc | 13,454,986 | $5.08B | 0.08% | +690,756+5.4% | Added |
| BlackRock, Inc. | 9,817,286 | $3.70B | 0.07% | +335,850+3.5% | Added |
| JPMorgan Chase & Co | 6,391,635 | $2.41B | 0.15% | +3,129,220+95.9% | Added |
| FMR LLC | 5,714,340 | $2.16B | 0.11% | −370,785−6.1% | Reduced |
| Greenoaks Capital Partners LLC | 5,263,919 | $1.99B | 64.77% | −393,606−7.0% | Reduced |
| CAS Investment Partners, LLC | 4,889,674 | $1.84B | 82.26% | −32,594−0.7% | Reduced |
| Capital Research Global Investors | 3,989,809 | $1.51B | 0.28% | +18,631+0.5% | Added |
| Spruce House Investment Management LLC | 3,609,288 | $1.36B | 35.18% | 00.0% | Unchanged |
| Exor Capital LLP | 3,093,536 | $1.17B | 21.84% | −671,715−17.8% | Reduced |
| State Street Corp | 2,950,020 | $1.11B | 0.04% | +184,974+6.7% | Added |
| Geode Capital Management, LLC | 2,497,859 | $940.3M | 0.06% | +265,680+11.9% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,101,241 | $792.7M | 2.06% | +1,023,265+94.9% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,003,208 | $755.7M | 1.85% | +203,153+11.3% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,765,291 | $665.9M | 4.85% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 1,691,515 | $638.1M | 1.76% | +790,288+87.7% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $565.9M | 71.71% | 00.0% | Unchanged |
| Invesco Ltd. | 1,445,018 | $545.1M | 0.09% | +710,582+96.8% | Added |
| Castle Hook Partners LP | 1,352,266 | $510.1M | 7.72% | +154,012+12.9% | Added |
| Morgan Stanley | 1,326,454 | $500.4M | 0.03% | +33,914+2.6% | Added |
| D. E. Shaw & Co., Inc. | 1,230,513 | $464.2M | 0.37% | −1,328,006−51.9% | Reduced |
| Renaissance Technologies LLC | 1,013,112 | $382.2M | 0.50% | 00.0% | Unchanged |
| Durable Capital Partners LP | 892,477 | $336.7M | 2.49% | 00.0% | Unchanged |
| Amundi | 827,606 | $305.9M | 0.10% | +533,604+181.5% | Added |
| Capital World Investors | 806,243 | $304.1M | 0.04% | +180,185+28.8% | Added |
| Northern Trust Corp | 802,957 | $302.9M | 0.04% | +54,348+7.3% | Added |
| Wells Fargo & Company | 795,879 | $300.2M | 0.06% | +88,273+12.5% | Added |
| Two Sigma Advisers, LP | 785,835 | $296.4M | 0.59% | −895,400−53.3% | Reduced |
| Holocene Advisors, LP | 706,457 | $266.5M | 0.61% | +456,457+182.6% | Added |
| Lord, Abbett & Co. LLC | 680,666 | $256.8M | 0.76% | +15,782+2.4% | Added |
| Dragoneer Investment Group, LLC | 678,921 | $256.1M | 5.66% | +678,921 | New |
| National Philanthropic Trust | 652,811 | $246.3M | 2.75% | +710.0% | Added |
| Goodnow Investment Group, LLC | 651,263 | $245.7M | 23.51% | −99,770−13.3% | Reduced |
| Charles Schwab Investment Management Inc | 638,725 | $241.0M | 0.04% | +91,115+16.6% | Added |
| Massachusetts Financial Services Co | 637,462 | $240.5M | 0.07% | +64,424+11.2% | Added |
| Alyeska Investment Group, L.P. | 634,146 | $239.2M | 0.73% | +634,146 | New |
| UBS Asset Management Americas Inc | 615,175 | $232.1M | 0.05% | −70,298−10.3% | Reduced |
| Bank of America Corp | 608,295 | $229.5M | 0.02% | −794,456−56.6% | Reduced |
| Legal & General Group Plc | 585,845 | $221.0M | 0.05% | +26,119+4.7% | Added |
| Massachusetts Institute of Technology | 577,924 | $218.0M | 23.69% | −55,000−8.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 573,591 | $216.4M | 0.14% | +30,197+5.6% | Added |
| Raymond James Financial Inc | 568,070 | $214.3M | 0.07% | −9,161−1.6% | Reduced |
| Whale Rock Capital Management LLC | 567,711 | $214.2M | 2.52% | −15,100−2.6% | Reduced |
| Point72 Asset Management, L.P. | 551,673 | $208.1M | 0.45% | +264,851+92.3% | Added |
| Dimensional Fund Advisors LP | 547,823 | $206.7M | 0.04% | −32,249−5.6% | Reduced |
| Qube Research & Technologies Ltd | 542,546 | $204.7M | 0.29% | +149,735+38.1% | Added |
| 1832 Asset Management L.P. | 519,450 | $196.0M | 0.33% | +262,445+102.1% | Added |
| First Trust Advisors LP | 501,834 | $189.3M | 0.14% | +22,298+4.6% | Added |
| Franklin Resources Inc | 495,382 | $186.9M | 0.05% | +248,064+100.3% | Added |
| Winslow Capital Management, LLC | 484,757 | $182.9M | 0.60% | +484,757 | New |
| North Peak Capital Management, LLC | 477,343 | $180.1M | 20.45% | +112,808+30.9% | Added |
| RV Capital GmbH | 445,255 | $168.0M | 30.75% | −65,097−12.8% | Reduced |
| Goldman Sachs Group Inc | 406,390 | $153.3M | 0.02% | +116,105+40.0% | Added |
| Nuveen, LLC | 395,146 | $149.1M | 0.04% | +9,352+2.4% | Added |
| Bank of New York Mellon Corp | 381,739 | $144.0M | 0.03% | +1,236+0.3% | Added |
| American Century Companies Inc | 370,507 | $139.8M | 0.07% | +34,222+10.2% | Added |
| Polar Capital Holdings Plc | 368,024 | $138.8M | 0.67% | +368,024 | New |
| Palestra Capital Management LLC | 365,942 | $138.0M | 4.53% | +90,052+32.6% | Added |
| Selkirk Management LLC | 365,220 | $137.8M | 37.77% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 359,133 | $135.5M | 0.29% | −341,916−48.8% | Reduced |
| Par Capital Management Inc | 356,572 | $134.5M | 3.97% | −110,600−23.7% | Reduced |
| Swiss National Bank | 350,300 | $132.1M | 0.08% | −15,700−4.3% | Reduced |
| Two Sigma Investments, LP | 325,380 | $122.7M | 0.19% | −498,784−60.5% | Reduced |
| KBC Group NV | 321,874 | $121.4M | 0.29% | −1,788−0.6% | Reduced |
| Driehaus Capital Management LLC | 317,908 | $119.9M | 0.86% | −54,877−14.7% | Reduced |
| Steadview Capital Management LLC | 309,560 | $116.8M | 16.74% | −133,975−30.2% | Reduced |
| Styrax Capital, LP | 307,001 | $115.8M | 8.52% | +64,631+26.7% | Added |
| Neuberger Berman Group LLC | 306,502 | $115.6M | 0.08% | +42,578+16.1% | Added |
| No Street GP LP | 295,500 | $111.5M | 7.41% | −54,500−15.6% | Reduced |
| Senator Investment Group LP | 290,930 | $109.8M | 4.05% | +130,000+80.8% | Added |
| Millennium Management LLC | 284,188 | $107.2M | 0.08% | +26,886+10.4% | Added |
| Scopus Asset Management, L.P. | 281,900 | $106.3M | 2.53% | −21,100−7.0% | Reduced |
| Manufacturers Life Insurance Company, The | 279,786 | $105.5M | 0.09% | +14,293+5.4% | Added |
| Mane Global Capital Management LP | 279,229 | $105.3M | 4.94% | +57,405+25.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 278,033 | $104.9M | 0.06% | +2,359+0.9% | Added |
| Federated Hermes, Inc. | 265,921 | $100.3M | 0.18% | +147,683+124.9% | Added |
| Royal Bank of Canada | 264,695 | $99.9M | 0.02% | +11,843+4.7% | Added |
| Deutsche Bank AG | 260,518 | $98.3M | 0.03% | +12,276+4.9% | Added |
| General Equity Holdings LP | 260,002 | $98.1M | 59.67% | +23,922+10.1% | Added |
| Wellington Management Group LLP | 255,364 | $96.3M | 0.02% | +2,570+1.0% | Added |
| SEI Investments Co | 242,993 | $91.7M | 0.10% | +159,359+190.5% | Added |
| Jane Street Group, LLC | 238,669 | $90.0M | 0.11% | +236,562+11,227.4% | Added |
| California Public Employees Retirement System | 232,395 | $87.7M | 0.05% | +8,057+3.6% | Added |
| Summit Partners Public Asset Management, LLC | 230,806 | $87.1M | 2.84% | +170,806+284.7% | Added |
| Thrive Capital Management, LLC | 226,761 | $85.5M | 17.81% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 225,686 | $85.1M | 0.07% | −55,095−19.6% | Reduced |
| Kinetic Partners Management, LP | 225,159 | $84.9M | 4.11% | +30,300+15.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 217,552 | $82.1M | 1.10% | +217,552 | New |
| Divisadero Street Capital Management, LP | 208,320 | $78.6M | 3.65% | +15,001+7.8% | Added |
| T. Rowe Price Investment Management, Inc. | 204,316 | $77.1M | 0.05% | −358,819−63.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 193,879 | $76.7M | 0.12% | +24,129+14.2% | Added |
| UBS Group AG | 201,641 | $76.1M | 0.01% | −847,335−80.8% | Reduced |
| Marshall Wace, LLP | 198,060 | $74.7M | 0.08% | +157,026+382.7% | Added |
| Maplelane Capital, LLC | 195,000 | $73.6M | 3.53% | +195,000 | New |
| Citigroup Inc | 194,632 | $73.4M | 0.05% | +133,195+216.8% | Added |
| National Pension Service | 192,917 | $72.8M | 0.06% | +4,249+2.3% | Added |
| California State Teachers Retirement System | 192,710 | $72.7M | 0.07% | +3,742+2.0% | Added |
| Avala Global LP | 191,736 | $72.3M | 2.99% | +4,900+2.6% | Added |
| Primecap Management Co | 187,325 | $70.7M | 0.05% | −3,800−2.0% | Reduced |
| Fred Alger Management, LLC | 184,781 | $69.7M | 0.27% | +52,932+40.1% | Added |