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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 278,033 | $104.9M | 0.06% | +2,359+0.9% | Added |
| Mane Global Capital Management LP | 279,229 | $105.3M | 4.94% | +57,405+25.9% | Added |
| Manufacturers Life Insurance Company, The | 279,786 | $105.5M | 0.09% | +14,293+5.4% | Added |
| Scopus Asset Management, L.P. | 281,900 | $106.3M | 2.53% | −21,100−7.0% | Reduced |
| Millennium Management LLC | 284,188 | $107.2M | 0.08% | +26,886+10.4% | Added |
| Senator Investment Group LP | 290,930 | $109.8M | 4.05% | +130,000+80.8% | Added |
| No Street GP LP | 295,500 | $111.5M | 7.41% | −54,500−15.6% | Reduced |
| Neuberger Berman Group LLC | 306,502 | $115.6M | 0.08% | +42,578+16.1% | Added |
| Styrax Capital, LP | 307,001 | $115.8M | 8.52% | +64,631+26.7% | Added |
| Steadview Capital Management LLC | 309,560 | $116.8M | 16.74% | −133,975−30.2% | Reduced |
| Driehaus Capital Management LLC | 317,908 | $119.9M | 0.86% | −54,877−14.7% | Reduced |
| KBC Group NV | 321,874 | $121.4M | 0.29% | −1,788−0.6% | Reduced |
| Two Sigma Investments, LP | 325,380 | $122.7M | 0.19% | −498,784−60.5% | Reduced |
| Swiss National Bank | 350,300 | $132.1M | 0.08% | −15,700−4.3% | Reduced |
| Par Capital Management Inc | 356,572 | $134.5M | 3.97% | −110,600−23.7% | Reduced |
| Squarepoint Ops LLC | 359,133 | $135.5M | 0.29% | −341,916−48.8% | Reduced |
| Selkirk Management LLC | 365,220 | $137.8M | 37.77% | 00.0% | Unchanged |
| Palestra Capital Management LLC | 365,942 | $138.0M | 4.53% | +90,052+32.6% | Added |
| Polar Capital Holdings Plc | 368,024 | $138.8M | 0.67% | +368,024 | New |
| American Century Companies Inc | 370,507 | $139.8M | 0.07% | +34,222+10.2% | Added |
| Bank of New York Mellon Corp | 381,739 | $144.0M | 0.03% | +1,236+0.3% | Added |
| Nuveen, LLC | 395,146 | $149.1M | 0.04% | +9,352+2.4% | Added |
| Goldman Sachs Group Inc | 406,390 | $153.3M | 0.02% | +116,105+40.0% | Added |
| RV Capital GmbH | 445,255 | $168.0M | 30.75% | −65,097−12.8% | Reduced |
| North Peak Capital Management, LLC | 477,343 | $180.1M | 20.45% | +112,808+30.9% | Added |
| Winslow Capital Management, LLC | 484,757 | $182.9M | 0.60% | +484,757 | New |
| Franklin Resources Inc | 495,382 | $186.9M | 0.05% | +248,064+100.3% | Added |
| First Trust Advisors LP | 501,834 | $189.3M | 0.14% | +22,298+4.6% | Added |
| 1832 Asset Management L.P. | 519,450 | $196.0M | 0.33% | +262,445+102.1% | Added |
| Qube Research & Technologies Ltd | 542,546 | $204.7M | 0.29% | +149,735+38.1% | Added |
| Dimensional Fund Advisors LP | 547,823 | $206.7M | 0.04% | −32,249−5.6% | Reduced |
| Point72 Asset Management, L.P. | 551,673 | $208.1M | 0.45% | +264,851+92.3% | Added |
| Whale Rock Capital Management LLC | 567,711 | $214.2M | 2.52% | −15,100−2.6% | Reduced |
| Raymond James Financial Inc | 568,070 | $214.3M | 0.07% | −9,161−1.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 573,591 | $216.4M | 0.14% | +30,197+5.6% | Added |
| Massachusetts Institute of Technology | 577,924 | $218.0M | 23.69% | −55,000−8.7% | Reduced |
| Legal & General Group Plc | 585,845 | $221.0M | 0.05% | +26,119+4.7% | Added |
| Bank of America Corp | 608,295 | $229.5M | 0.02% | −794,456−56.6% | Reduced |
| UBS Asset Management Americas Inc | 615,175 | $232.1M | 0.05% | −70,298−10.3% | Reduced |
| Alyeska Investment Group, L.P. | 634,146 | $239.2M | 0.73% | +634,146 | New |
| Massachusetts Financial Services Co | 637,462 | $240.5M | 0.07% | +64,424+11.2% | Added |
| Charles Schwab Investment Management Inc | 638,725 | $241.0M | 0.04% | +91,115+16.6% | Added |
| Goodnow Investment Group, LLC | 651,263 | $245.7M | 23.51% | −99,770−13.3% | Reduced |
| National Philanthropic Trust | 652,811 | $246.3M | 2.75% | +710.0% | Added |
| Dragoneer Investment Group, LLC | 678,921 | $256.1M | 5.66% | +678,921 | New |
| Lord, Abbett & Co. LLC | 680,666 | $256.8M | 0.76% | +15,782+2.4% | Added |
| Holocene Advisors, LP | 706,457 | $266.5M | 0.61% | +456,457+182.6% | Added |
| Two Sigma Advisers, LP | 785,835 | $296.4M | 0.59% | −895,400−53.3% | Reduced |
| Wells Fargo & Company | 795,879 | $300.2M | 0.06% | +88,273+12.5% | Added |
| Northern Trust Corp | 802,957 | $302.9M | 0.04% | +54,348+7.3% | Added |
| Capital World Investors | 806,243 | $304.1M | 0.04% | +180,185+28.8% | Added |
| Amundi | 827,606 | $305.9M | 0.10% | +533,604+181.5% | Added |
| Durable Capital Partners LP | 892,477 | $336.7M | 2.49% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,013,112 | $382.2M | 0.50% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,230,513 | $464.2M | 0.37% | −1,328,006−51.9% | Reduced |
| Morgan Stanley | 1,326,454 | $500.4M | 0.03% | +33,914+2.6% | Added |
| Castle Hook Partners LP | 1,352,266 | $510.1M | 7.72% | +154,012+12.9% | Added |
| Invesco Ltd. | 1,445,018 | $545.1M | 0.09% | +710,582+96.8% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $565.9M | 71.71% | 00.0% | Unchanged |
| Sands Capital Management, LLC | 1,691,515 | $638.1M | 1.76% | +790,288+87.7% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,765,291 | $665.9M | 4.85% | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 2,003,208 | $755.7M | 1.85% | +203,153+11.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,101,241 | $792.7M | 2.06% | +1,023,265+94.9% | Added |
| Geode Capital Management, LLC | 2,497,859 | $940.3M | 0.06% | +265,680+11.9% | Added |
| State Street Corp | 2,950,020 | $1.11B | 0.04% | +184,974+6.7% | Added |
| Exor Capital LLP | 3,093,536 | $1.17B | 21.84% | −671,715−17.8% | Reduced |
| Spruce House Investment Management LLC | 3,609,288 | $1.36B | 35.18% | 00.0% | Unchanged |
| Capital Research Global Investors | 3,989,809 | $1.51B | 0.28% | +18,631+0.5% | Added |
| CAS Investment Partners, LLC | 4,889,674 | $1.84B | 82.26% | −32,594−0.7% | Reduced |
| Greenoaks Capital Partners LLC | 5,263,919 | $1.99B | 64.77% | −393,606−7.0% | Reduced |
| FMR LLC | 5,714,340 | $2.16B | 0.11% | −370,785−6.1% | Reduced |
| JPMorgan Chase & Co | 6,391,635 | $2.41B | 0.15% | +3,129,220+95.9% | Added |
| BlackRock, Inc. | 9,817,286 | $3.70B | 0.07% | +335,850+3.5% | Added |
| Vanguard Group Inc | 13,454,986 | $5.08B | 0.08% | +690,756+5.4% | Added |
| Price T Rowe Associates Inc | 16,319,076 | $6.16B | 0.66% | +127,129+0.8% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −348−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −71,766−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −64,575−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −52,324−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −18,774−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −16,783−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −16,262−100.0% | Sold out |
| Nwi Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −10,006−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −9,203−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,743−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −8,571−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,942−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −7,927−100.0% | Sold out |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −6,161−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −6,097−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −5,829−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −5,552−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −5,291−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −5,109−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,508−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,480−100.0% | Sold out |