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 |
|---|---|---|---|---|---|
| Soma Equity Partners LP | 177,786 | $67.1M | 3.37% | +177,786 | New |
| Rhumbline Advisers | 173,944 | $65.6M | 0.05% | +508+0.3% | Added |
| Moore Capital Management, LP | 169,907 | $64.1M | 1.27% | +2,387+1.4% | Added |
| Los Angeles Capital Management LLC | 167,245 | $63.1M | 0.21% | +56,055+50.4% | Added |
| Canada Pension Plan Investment Board | 163,631 | $61.7M | 0.04% | −3,400−2.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 153,687 | $58.0M | 0.10% | −2,734−1.7% | Reduced |
| Davidson Kempner Capital Management LP | 151,750 | $57.2M | 0.80% | +151,750 | New |
| Scge Management, L.P. | 151,000 | $57.0M | 1.11% | +151,000 | New |
| 683 Capital Management, LLC | 150,000 | $56.6M | 5.14% | −5,000−3.2% | Reduced |
| BIT Capital GmbH | 147,360 | $55.6M | 2.54% | −43,564−22.8% | Reduced |
| Susquehanna International Group, LLP | 144,144 | $54.4M | 0.08% | +67,981+89.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 139,738 | $52.7M | 0.17% | −49,813−26.3% | Reduced |
| Man Group plc | 138,949 | $52.4M | 0.10% | −221,304−61.4% | Reduced |
| Great West Life Assurance Co | 133,411 | $52.3M | 0.07% | +11,055+9.0% | Added |
| Nordea Investment Management AB | 136,115 | $51.9M | 0.05% | +86,398+173.8% | Added |
| Natixis Advisors, L.P. | 136,431 | $51.5M | 0.08% | +7,216+5.6% | Added |
| TD Asset Management Inc | 133,811 | $50.5M | 0.04% | +6,643+5.2% | Added |
| Ameriprise Financial Inc | 124,209 | $46.9M | 0.01% | +19,169+18.2% | Added |
| Steadfast Capital Management LP | 121,691 | $45.9M | 0.83% | −119,146−49.5% | Reduced |
| Envestnet Asset Management Inc | 121,468 | $45.8M | 0.01% | +23,697+24.2% | Added |
| 3G Capital Partners LP | 120,000 | $45.3M | 10.73% | +30,000+33.3% | Added |
| State Board of Administration of Florida Retirement System | 119,961 | $45.3M | 0.08% | −2,694−2.2% | Reduced |
| Brightlight Capital Management LP | 113,200 | $42.7M | 25.84% | −44,800−28.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 112,735 | $42.5M | 0.03% | +9,636+9.3% | Added |
| Anabranch Capital Management, LP | 110,441 | $41.7M | 26.23% | +1,186+1.1% | Added |
| Barclays PLC | 108,496 | $40.9M | 0.02% | −7,363−6.4% | Reduced |
| Contour Asset Management LLC | 108,201 | $40.8M | 1.02% | −159,385−59.6% | Reduced |
| Voloridge Investment Management, LLC | 107,566 | $40.6M | 0.14% | −537,582−83.3% | Reduced |
| RDST Capital LLC | 107,205 | $40.4M | 3.81% | −29,680−21.7% | Reduced |
| Voya Investment Management LLC | 105,610 | $39.8M | 0.04% | −40,135−27.5% | Reduced |
| Bessemer Group Inc | 102,143 | $38.5M | 0.06% | +102,052+112,145.1% | Added |
| Russell Investments Group, Ltd. | 99,036 | $37.6M | 0.04% | −24,909−20.1% | Reduced |
| Jain Global LLC | 97,915 | $36.9M | 0.48% | +87,673+856.0% | Added |
| New York State Common Retirement Fund | 97,176 | $36.7M | 0.05% | +3,804+4.1% | Added |
| Aviva PLC | 96,738 | $36.5M | 0.07% | +6,041+6.7% | Added |
| Mirabella Financial Services LLP | 95,060 | $35.9M | 3.12% | +60+0.1% | Added |
| Quadrature Capital Ltd | 92,515 | $34.9M | 0.41% | +76,419+474.8% | Added |
| Amanah Holdings Trust | 91,462 | $34.5M | 6.89% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 90,202 | $34.0M | 0.24% | −44,465−33.0% | Reduced |
| Ardmore Road Asset Management LP | 90,000 | $34.0M | 2.19% | +90,000 | New |
| Handelsbanken Fonder AB | 89,216 | $33.7M | 0.11% | +2,140+2.5% | Added |
| Nishkama Capital, LLC | 88,260 | $33.3M | 2.99% | +33,660+61.6% | Added |
| Alliancebernstein L.P. | 86,536 | $32.6M | 0.01% | −21,711−20.1% | Reduced |
| LPL Financial LLC | 81,903 | $30.9M | 0.01% | +10,795+15.2% | Added |
| SG Americas Securities, LLC | 79,125 | $29.8M | 0.11% | +29,943+60.9% | Added |
| Swedbank AB | 76,684 | $28.9M | 0.03% | −7,004−8.4% | Reduced |
| Korea Investment CORP | 76,093 | $28.7M | 0.06% | −21,740−22.2% | Reduced |
| Gavilan Investment Partners LLC | 69,000 | $26.0M | 5.82% | +69,000 | New |
| Storebrand Asset Management AS | 65,925 | $24.9M | 0.07% | +1,307+2.0% | Added |
| HSBC Holdings PLC | 65,297 | $24.7M | 0.01% | −12,241−15.8% | Reduced |
| State of Wisconsin Investment Board | 63,871 | $24.1M | 0.06% | −4,458−6.5% | Reduced |
| WT Asset Management Ltd | 61,100 | $23.0M | 1.06% | +61,100 | New |
| Alta Park Capital, LP | 60,304 | $22.7M | 2.29% | +4,340+7.8% | Added |
| Assenagon Asset Management S.A. | 59,578 | $22.5M | 0.03% | −77,378−56.5% | Reduced |
| Treasurer of the State of North Carolina | 59,345 | $22.4M | 0.07% | −641−1.1% | Reduced |
| LMR Partners LLP | 59,011 | $22.3M | 0.29% | +34,141+137.3% | Added |
| Royal London Asset Management Ltd | 58,098 | $21.9M | 0.05% | −3,720−6.0% | Reduced |
| Capital Fund Management S.A. | 56,281 | $21.2M | 0.21% | −170,821−75.2% | Reduced |
| Allianz Asset Management GmbH | 54,096 | $20.4M | 0.03% | −29,551−35.3% | Reduced |
| Public Employees Retirement System of Ohio | 54,056 | $20.4M | 0.06% | +5,029+10.3% | Added |
| Aquatic Capital Management LLC | 52,128 | $19.7M | 0.36% | −41,849−44.5% | Reduced |
| Gotham Asset Management, LLC | 51,345 | $19.4M | 0.08% | −2,912−5.4% | Reduced |
| Danske Bank A/S | 50,052 | $18.9M | 0.05% | +500+1.0% | Added |
| Bornite Capital Management LP | 50,000 | $18.9M | 1.75% | +50,000 | New |
| Pictet Asset Management Holding SA | 49,841 | $18.8M | 0.02% | −2,806−5.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 49,802 | $18.8M | 0.04% | −5,030−9.2% | Reduced |
| Hudson Bay Capital Management LP | 49,688 | $18.7M | 0.11% | +33,210+201.5% | Added |
| Ensign Peak Advisors, Inc | 47,908 | $18.1M | 0.03% | −3,110−6.1% | Reduced |
| Symmetry Investments LP | 46,257 | $17.4M | 1.42% | +31,820+220.4% | Added |
| Mn Services Vermogensbeheer B.V. | 45,700 | $17.2M | 0.11% | +500+1.1% | Added |
| Asset Management One Co.,Ltd. | 45,184 | $17.0M | 0.05% | −391−0.9% | Reduced |
| KLP Kapitalforvaltning AS | 44,200 | $16.7M | 0.07% | +100+0.2% | Added |
| UniSuper Management Pty Ltd | 44,000 | $16.6M | 0.10% | +42,000+2,100.0% | Added |
| AQR Capital Management LLC | 43,927 | $16.6M | 0.01% | +1,107+2.6% | Added |
| Engle Capital Management, L.P. | 43,456 | $16.4M | 5.78% | +9,656+28.6% | Added |
| State of New Jersey Common Pension Fund D | 42,665 | $16.1M | 0.06% | +1,728+4.2% | Added |
| Victory Capital Management Inc | 41,104 | $15.5M | 0.01% | +140.0% | Added |
| Engineers Gate Manager LP | 40,319 | $15.2M | 0.17% | +5,834+16.9% | Added |
| Blair William & Co | 38,534 | $14.5M | 0.04% | +2,366+6.5% | Added |
| Natixis | 38,473 | $14.5M | 0.08% | +38,473 | New |
| STRS Ohio | 37,756 | $14.2M | 0.05% | +17,878+89.9% | Added |
| Resona Asset Management Co.,Ltd. | 37,071 | $14.1M | 0.07% | −589−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 36,964 | $13.9M | 0.04% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 36,910 | $13.9M | 0.01% | +36,798+32,855.4% | Added |
| M&G Plc | 36,157 | $13.6M | 0.07% | +1,162+3.3% | Added |
| Arizona State Retirement System | 36,055 | $13.6M | 0.07% | +717+2.0% | Added |
| Interval Partners, LP | 35,887 | $13.5M | 0.29% | +35,887 | New |
| Bank of Montreal | 35,506 | $13.4M | 0.01% | −100,918−74.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 35,495 | $13.4M | 0.32% | +15,919+81.3% | Added |
| Advisor Group Holdings, Inc. | 35,007 | $13.4M | 0.02% | +8,998+34.6% | Added |
| Quantinno Capital Management LP | 34,714 | $13.1M | 0.04% | +6,846+24.6% | Added |
| Prudential Financial Inc | 32,848 | $12.4M | 0.01% | −30,522−48.2% | Reduced |
| Metavasi Capital LP | 32,510 | $12.3M | 4.35% | +18+0.1% | Added |
| Trexquant Investment LP | 32,436 | $12.2M | 0.13% | −70,601−68.5% | Reduced |
| Cetera Investment Advisers | 32,201 | $12.1M | 0.01% | +6,431+25.0% | Added |
| PDT Partners, LLC | 30,777 | $11.6M | 0.73% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 30,387 | $11.5M | 0.03% | −2,445−7.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,218 | $11.4M | 0.10% | −6,184−17.0% | Reduced |
| Shellback Capital, LP | 30,000 | $11.3M | 0.72% | +30,000 | New |
| Brevan Howard Capital Management LP | 28,939 | $10.9M | 0.16% | +11,809+68.9% | Added |