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, 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 |
|---|---|---|---|---|---|
| Mediolanum International Funds Ltd | 11,050 | $4.34M | 0.05% | +5,684+105.9% | Added |
| Public Employees Retirement Association of Colorado | 11,649 | $4.39M | 0.02% | −261−2.2% | Reduced |
| Edgestream Partners, L.P. | 11,761 | $4.44M | 0.13% | −609−4.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,797 | $4.45M | 0.04% | −38−0.3% | Reduced |
| Wealth High Governance Capital Ltda | 12,000 | $4.53M | 1.30% | +5,800+93.5% | Added |
| Avanza Fonder AB | 12,341 | $4.66M | 0.12% | +176+1.4% | Added |
| Genus Capital Management Inc. | 12,526 | $4.73M | 0.55% | – | – |
| Robeco Institutional Asset Management B.V. | 12,650 | $4.77M | 0.01% | −210−1.6% | Reduced |
| Penserra Capital Management LLC | 12,687 | $4.79M | 0.06% | −657−4.9% | Reduced |
| Daiwa Securities Group Inc. | 12,740 | $4.81M | 0.02% | −3,290−20.5% | Reduced |
| Sora Investors LLC | 12,776 | $4.82M | 0.45% | +12,776 | New |
| Loup Funds, LLC | 12,885 | $4.86M | 1.93% | +12,885 | New |
| Nemes Rush Group LLC | 13,044 | $4.92M | 0.49% | +493+3.9% | Added |
| Lazard Asset Management LLC | 13,180 | $4.97M | 0.01% | −11,097−45.7% | Reduced |
| Nisa Investment Advisors, LLC | 13,249 | $5.00M | 0.02% | −4,005−23.2% | Reduced |
| Lee Johnson Capital Management, LLC | 13,729 | $5.18M | 1.72% | +13,729 | New |
| Geometric Wealth Advisors | 13,931 | $5.26M | 0.70% | −2,548−15.5% | Reduced |
| Newlands Management Operations LLC | 13,985 | $5.28M | 0.03% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 14,100 | $5.32M | 0.04% | +14,100 | New |
| Clearbridge Investments, LLC | 14,121 | $5.33M | 0.00% | +470+3.4% | Added |
| Bridgewater Associates, LP | 14,229 | $5.37M | 0.02% | +14,229 | New |
| O'Shaughnessy Asset Management, LLC | 14,648 | $5.53M | 0.03% | +2,289+18.5% | Added |
| Acadian Asset Management LLC | 14,900 | $5.61M | 0.01% | −1,954−11.6% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 15,000 | $5.66M | 3.88% | 00.0% | Unchanged |
| Navellier & Associates Inc | 15,036 | $5.67M | 0.58% | +1,285+9.3% | Added |
| Stifel Financial Corp | 15,090 | $5.69M | 0.01% | +6,030+66.6% | Added |
| BloombergSen Inc. | 15,208 | $5.74M | 0.49% | +1,117+7.9% | Added |
| Nissay Asset Management Corp | 15,515 | $5.85M | 0.03% | +333+2.2% | Added |
| JustInvest LLC | 15,622 | $5.89M | 0.06% | +592+3.9% | Added |
| GWM Advisors LLC | 15,924 | $6.01M | 0.03% | +6,031+61.0% | Added |
| M&T Bank Corp | 16,262 | $6.13M | 0.02% | +2,367+17.0% | Added |
| Picton Mahoney Asset Management | 16,491 | $6.22M | 0.08% | +14,071+581.4% | Added |
| Caisse de Depot Et Placement du Quebec | 16,728 | $6.31M | 0.01% | −1,928−10.3% | Reduced |
| Zacks Investment Management | 16,796 | $6.34M | 0.05% | +120+0.7% | Added |
| OP Asset Management Ltd | 17,376 | $6.55M | 0.09% | +1,801+11.6% | Added |
| British Columbia Investment Management Corp | 17,464 | $6.59M | 0.04% | −1,559−8.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,617 | $6.65M | 0.06% | −7,126−28.8% | Reduced |
| Teacher Retirement System of Texas | 17,820 | $6.72M | 0.03% | −540−2.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,996 | $6.79M | 0.03% | −816−4.3% | Reduced |
| Virginia Retirement Systems Et Al | 18,200 | $6.87M | 0.04% | −300−1.6% | Reduced |
| MML Investors Services, LLC | 18,210 | $6.87M | 0.02% | +2,390+15.1% | Added |
| Flight Deck Capital, LP | 18,300 | $6.90M | 5.23% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 18,589 | $7.01M | 0.24% | +6,312+51.4% | Added |
| Van Eck Associates Corp | 18,674 | $7.04M | 0.01% | −415−2.2% | Reduced |
| Worldquant Millennium Advisors LLC | 19,522 | $7.36M | 0.03% | −74,514−79.2% | Reduced |
| Creative Planning | 19,953 | $7.53M | 0.01% | +1,461+7.9% | Added |
| Toronto Dominion Bank | 20,006 | $7.55M | 0.01% | −2,176−9.8% | Reduced |
| Varma Mutual Pension Insurance Co | 21,060 | $7.94M | 0.05% | +1,700+8.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,307 | $8.04M | 0.06% | +1,802+9.2% | Added |
| Citadel Advisors LLC | 21,529 | $8.12M | 0.01% | +496+2.4% | Added |
| Octahedron Capital Management L.P. | 21,600 | $8.15M | 4.63% | +10,200+89.5% | Added |
| Swiss Life Asset Management Ltd | 21,796 | $8.22M | 0.04% | −4,398−16.8% | Reduced |
| Utah Retirement Systems | 21,822 | $8.23M | 0.08% | +2,934+15.5% | Added |
| Verition Fund Management LLC | 22,056 | $8.32M | 0.05% | −16,524−42.8% | Reduced |
| Private Advisor Group, LLC | 22,422 | $8.46M | 0.04% | +1,278+6.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 22,542 | $8.50M | 0.01% | −1,091−4.6% | Reduced |
| Schroder Investment Management Group | 21,691 | $8.52M | 0.01% | +16,347+305.9% | Added |
| Achmea Investment Management B.V. | 22,886 | $8.63M | 0.11% | −47,522−67.5% | Reduced |
| DnB Asset Management AS | 23,157 | $8.74M | 0.03% | +723+3.2% | Added |
| IFM Investors Pty Ltd | 23,715 | $8.76M | 0.08% | +587+2.5% | Added |
| Wealthfront Advisers LLC | 23,472 | $8.85M | 0.02% | +2,321+11.0% | Added |
| PCJ Investment Counsel Ltd. | 24,300 | $9.17M | 2.55% | +7,700+46.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,959 | $9.42M | 0.04% | −5,015−16.7% | Reduced |
| Nomura Holdings Inc | 24,970 | $9.42M | 0.04% | +16,727+202.9% | Added |
| Berkshire Capital Holdings Inc | 25,230 | $9.52M | 2.89% | +25,220+252,200.0% | Added |
| USS Investment Management Ltd | 25,227 | $9.52M | 0.05% | −36−0.1% | Reduced |
| Macquarie Group Ltd | 26,141 | $9.86M | 0.01% | +10,391+66.0% | Added |
| Forsta Ap-Fonden | 26,300 | $9.92M | 0.06% | +1,500+6.0% | Added |
| Xponance, Inc. | 26,417 | $9.97M | 0.08% | +1,502+6.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,100 | $10.2M | 0.09% | +100+0.4% | Added |
| Illinois Municipal Retirement Fund | 27,118 | $10.2M | 0.13% | −1,763−6.1% | Reduced |
| Standard Life Aberdeen plc | 26,246 | $10.3M | 0.02% | +20,436+351.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 27,382 | $10.3M | 0.05% | +1,953+7.7% | Added |
| Meridiem Capital Partners LP | 27,602 | $10.4M | 0.72% | −370−1.3% | Reduced |
| Balyasny Asset Management LLC | 27,839 | $10.5M | 0.02% | −75,676−73.1% | Reduced |
| Brevan Howard Capital Management LP | 28,939 | $10.9M | 0.16% | +11,809+68.9% | Added |
| Shellback Capital, LP | 30,000 | $11.3M | 0.72% | +30,000 | New |
| B. Metzler seel. Sohn & Co. AG | 30,218 | $11.4M | 0.10% | −6,184−17.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,387 | $11.5M | 0.03% | −2,445−7.4% | Reduced |
| PDT Partners, LLC | 30,777 | $11.6M | 0.73% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,201 | $12.1M | 0.01% | +6,431+25.0% | Added |
| Trexquant Investment LP | 32,436 | $12.2M | 0.13% | −70,601−68.5% | Reduced |
| Metavasi Capital LP | 32,510 | $12.3M | 4.35% | +18+0.1% | Added |
| Prudential Financial Inc | 32,848 | $12.4M | 0.01% | −30,522−48.2% | Reduced |
| Quantinno Capital Management LP | 34,714 | $13.1M | 0.04% | +6,846+24.6% | Added |
| Advisor Group Holdings, Inc. | 35,007 | $13.4M | 0.02% | +8,998+34.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 35,495 | $13.4M | 0.32% | +15,919+81.3% | Added |
| Bank of Montreal | 35,506 | $13.4M | 0.01% | −100,918−74.0% | Reduced |
| Interval Partners, LP | 35,887 | $13.5M | 0.29% | +35,887 | New |
| Arizona State Retirement System | 36,055 | $13.6M | 0.07% | +717+2.0% | Added |
| M&G Plc | 36,157 | $13.6M | 0.07% | +1,162+3.3% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,910 | $13.9M | 0.01% | +36,798+32,855.4% | Added |
| Nomura Asset Management Co Ltd | 36,964 | $13.9M | 0.04% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 37,071 | $14.1M | 0.07% | −589−1.6% | Reduced |
| STRS Ohio | 37,756 | $14.2M | 0.05% | +17,878+89.9% | Added |
| Natixis | 38,473 | $14.5M | 0.08% | +38,473 | New |
| Blair William & Co | 38,534 | $14.5M | 0.04% | +2,366+6.5% | Added |
| Engineers Gate Manager LP | 40,319 | $15.2M | 0.17% | +5,834+16.9% | Added |
| Victory Capital Management Inc | 41,104 | $15.5M | 0.01% | +140.0% | Added |
| State of New Jersey Common Pension Fund D | 42,665 | $16.1M | 0.06% | +1,728+4.2% | Added |