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 |
|---|---|---|---|---|---|
| Engle Capital Management, L.P. | 43,456 | $16.4M | 5.78% | +9,656+28.6% | Added |
| AQR Capital Management LLC | 43,927 | $16.6M | 0.01% | +1,107+2.6% | Added |
| UniSuper Management Pty Ltd | 44,000 | $16.6M | 0.10% | +42,000+2,100.0% | Added |
| KLP Kapitalforvaltning AS | 44,200 | $16.7M | 0.07% | +100+0.2% | Added |
| Asset Management One Co.,Ltd. | 45,184 | $17.0M | 0.05% | −391−0.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 45,700 | $17.2M | 0.11% | +500+1.1% | Added |
| Symmetry Investments LP | 46,257 | $17.4M | 1.42% | +31,820+220.4% | Added |
| Ensign Peak Advisors, Inc | 47,908 | $18.1M | 0.03% | −3,110−6.1% | Reduced |
| Hudson Bay Capital Management LP | 49,688 | $18.7M | 0.11% | +33,210+201.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 49,802 | $18.8M | 0.04% | −5,030−9.2% | Reduced |
| Pictet Asset Management Holding SA | 49,841 | $18.8M | 0.02% | −2,806−5.3% | Reduced |
| Bornite Capital Management LP | 50,000 | $18.9M | 1.75% | +50,000 | New |
| Danske Bank A/S | 50,052 | $18.9M | 0.05% | +500+1.0% | Added |
| Gotham Asset Management, LLC | 51,345 | $19.4M | 0.08% | −2,912−5.4% | Reduced |
| Aquatic Capital Management LLC | 52,128 | $19.7M | 0.36% | −41,849−44.5% | Reduced |
| Public Employees Retirement System of Ohio | 54,056 | $20.4M | 0.06% | +5,029+10.3% | Added |
| Allianz Asset Management GmbH | 54,096 | $20.4M | 0.03% | −29,551−35.3% | Reduced |
| Capital Fund Management S.A. | 56,281 | $21.2M | 0.21% | −170,821−75.2% | Reduced |
| Royal London Asset Management Ltd | 58,098 | $21.9M | 0.05% | −3,720−6.0% | Reduced |
| LMR Partners LLP | 59,011 | $22.3M | 0.29% | +34,141+137.3% | Added |
| Treasurer of the State of North Carolina | 59,345 | $22.4M | 0.07% | −641−1.1% | Reduced |
| Assenagon Asset Management S.A. | 59,578 | $22.5M | 0.03% | −77,378−56.5% | Reduced |
| Alta Park Capital, LP | 60,304 | $22.7M | 2.29% | +4,340+7.8% | Added |
| WT Asset Management Ltd | 61,100 | $23.0M | 1.06% | +61,100 | New |
| State of Wisconsin Investment Board | 63,871 | $24.1M | 0.06% | −4,458−6.5% | Reduced |
| HSBC Holdings PLC | 65,297 | $24.7M | 0.01% | −12,241−15.8% | Reduced |
| Storebrand Asset Management AS | 65,925 | $24.9M | 0.07% | +1,307+2.0% | Added |
| Gavilan Investment Partners LLC | 69,000 | $26.0M | 5.82% | +69,000 | New |
| Korea Investment CORP | 76,093 | $28.7M | 0.06% | −21,740−22.2% | Reduced |
| Swedbank AB | 76,684 | $28.9M | 0.03% | −7,004−8.4% | Reduced |
| SG Americas Securities, LLC | 79,125 | $29.8M | 0.11% | +29,943+60.9% | Added |
| LPL Financial LLC | 81,903 | $30.9M | 0.01% | +10,795+15.2% | Added |
| Alliancebernstein L.P. | 86,536 | $32.6M | 0.01% | −21,711−20.1% | Reduced |
| Nishkama Capital, LLC | 88,260 | $33.3M | 2.99% | +33,660+61.6% | Added |
| Handelsbanken Fonder AB | 89,216 | $33.7M | 0.11% | +2,140+2.5% | Added |
| Ardmore Road Asset Management LP | 90,000 | $34.0M | 2.19% | +90,000 | New |
| Schonfeld Strategic Advisors LLC | 90,202 | $34.0M | 0.24% | −44,465−33.0% | Reduced |
| Amanah Holdings Trust | 91,462 | $34.5M | 6.89% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 92,515 | $34.9M | 0.41% | +76,419+474.8% | Added |
| Mirabella Financial Services LLP | 95,060 | $35.9M | 3.12% | +60+0.1% | Added |
| Aviva PLC | 96,738 | $36.5M | 0.07% | +6,041+6.7% | Added |
| New York State Common Retirement Fund | 97,176 | $36.7M | 0.05% | +3,804+4.1% | Added |
| Jain Global LLC | 97,915 | $36.9M | 0.48% | +87,673+856.0% | Added |
| Russell Investments Group, Ltd. | 99,036 | $37.6M | 0.04% | −24,909−20.1% | Reduced |
| Bessemer Group Inc | 102,143 | $38.5M | 0.06% | +102,052+112,145.1% | Added |
| Voya Investment Management LLC | 105,610 | $39.8M | 0.04% | −40,135−27.5% | Reduced |
| RDST Capital LLC | 107,205 | $40.4M | 3.81% | −29,680−21.7% | Reduced |
| Voloridge Investment Management, LLC | 107,566 | $40.6M | 0.14% | −537,582−83.3% | Reduced |
| Contour Asset Management LLC | 108,201 | $40.8M | 1.02% | −159,385−59.6% | Reduced |
| Barclays PLC | 108,496 | $40.9M | 0.02% | −7,363−6.4% | Reduced |
| Anabranch Capital Management, LP | 110,441 | $41.7M | 26.23% | +1,186+1.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 112,735 | $42.5M | 0.03% | +9,636+9.3% | Added |
| Brightlight Capital Management LP | 113,200 | $42.7M | 25.84% | −44,800−28.4% | Reduced |
| State Board of Administration of Florida Retirement System | 119,961 | $45.3M | 0.08% | −2,694−2.2% | Reduced |
| 3G Capital Partners LP | 120,000 | $45.3M | 10.73% | +30,000+33.3% | Added |
| Envestnet Asset Management Inc | 121,468 | $45.8M | 0.01% | +23,697+24.2% | Added |
| Steadfast Capital Management LP | 121,691 | $45.9M | 0.83% | −119,146−49.5% | Reduced |
| Ameriprise Financial Inc | 124,209 | $46.9M | 0.01% | +19,169+18.2% | Added |
| TD Asset Management Inc | 133,811 | $50.5M | 0.04% | +6,643+5.2% | Added |
| Natixis Advisors, L.P. | 136,431 | $51.5M | 0.08% | +7,216+5.6% | Added |
| Nordea Investment Management AB | 136,115 | $51.9M | 0.05% | +86,398+173.8% | Added |
| Great West Life Assurance Co | 133,411 | $52.3M | 0.07% | +11,055+9.0% | Added |
| Man Group plc | 138,949 | $52.4M | 0.10% | −221,304−61.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 139,738 | $52.7M | 0.17% | −49,813−26.3% | Reduced |
| Susquehanna International Group, LLP | 144,144 | $54.4M | 0.08% | +67,981+89.3% | Added |
| BIT Capital GmbH | 147,360 | $55.6M | 2.54% | −43,564−22.8% | Reduced |
| 683 Capital Management, LLC | 150,000 | $56.6M | 5.14% | −5,000−3.2% | Reduced |
| Scge Management, L.P. | 151,000 | $57.0M | 1.11% | +151,000 | New |
| Davidson Kempner Capital Management LP | 151,750 | $57.2M | 0.80% | +151,750 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 153,687 | $58.0M | 0.10% | −2,734−1.7% | Reduced |
| Canada Pension Plan Investment Board | 163,631 | $61.7M | 0.04% | −3,400−2.0% | Reduced |
| Los Angeles Capital Management LLC | 167,245 | $63.1M | 0.21% | +56,055+50.4% | Added |
| Moore Capital Management, LP | 169,907 | $64.1M | 1.27% | +2,387+1.4% | Added |
| Rhumbline Advisers | 173,944 | $65.6M | 0.05% | +508+0.3% | Added |
| Soma Equity Partners LP | 177,786 | $67.1M | 3.37% | +177,786 | New |
| Fred Alger Management, LLC | 184,781 | $69.7M | 0.27% | +52,932+40.1% | Added |
| Primecap Management Co | 187,325 | $70.7M | 0.05% | −3,800−2.0% | Reduced |
| Avala Global LP | 191,736 | $72.3M | 2.99% | +4,900+2.6% | Added |
| California State Teachers Retirement System | 192,710 | $72.7M | 0.07% | +3,742+2.0% | Added |
| National Pension Service | 192,917 | $72.8M | 0.06% | +4,249+2.3% | Added |
| Citigroup Inc | 194,632 | $73.4M | 0.05% | +133,195+216.8% | Added |
| Maplelane Capital, LLC | 195,000 | $73.6M | 3.53% | +195,000 | New |
| Marshall Wace, LLP | 198,060 | $74.7M | 0.08% | +157,026+382.7% | Added |
| UBS Group AG | 201,641 | $76.1M | 0.01% | −847,335−80.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 193,879 | $76.7M | 0.12% | +24,129+14.2% | Added |
| T. Rowe Price Investment Management, Inc. | 204,316 | $77.1M | 0.05% | −358,819−63.7% | Reduced |
| Divisadero Street Capital Management, LP | 208,320 | $78.6M | 3.65% | +15,001+7.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 217,552 | $82.1M | 1.10% | +217,552 | New |
| Kinetic Partners Management, LP | 225,159 | $84.9M | 4.11% | +30,300+15.5% | Added |
| BNP Paribas Arbitrage, SA | 225,686 | $85.1M | 0.07% | −55,095−19.6% | Reduced |
| Thrive Capital Management, LLC | 226,761 | $85.5M | 17.81% | 00.0% | Unchanged |
| Summit Partners Public Asset Management, LLC | 230,806 | $87.1M | 2.84% | +170,806+284.7% | Added |
| California Public Employees Retirement System | 232,395 | $87.7M | 0.05% | +8,057+3.6% | Added |
| Jane Street Group, LLC | 238,669 | $90.0M | 0.11% | +236,562+11,227.4% | Added |
| SEI Investments Co | 242,993 | $91.7M | 0.10% | +159,359+190.5% | Added |
| Wellington Management Group LLP | 255,364 | $96.3M | 0.02% | +2,570+1.0% | Added |
| General Equity Holdings LP | 260,002 | $98.1M | 59.67% | +23,922+10.1% | Added |
| Deutsche Bank AG | 260,518 | $98.3M | 0.03% | +12,276+4.9% | Added |
| Royal Bank of Canada | 264,695 | $99.9M | 0.02% | +11,843+4.7% | Added |
| Federated Hermes, Inc. | 265,921 | $100.3M | 0.18% | +147,683+124.9% | Added |