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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 27,839 | $10.5M | 0.02% | −75,676−73.1% | Reduced |
| Meridiem Capital Partners LP | 27,602 | $10.4M | 0.72% | −370−1.3% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 27,382 | $10.3M | 0.05% | +1,953+7.7% | Added |
| Standard Life Aberdeen plc | 26,246 | $10.3M | 0.02% | +20,436+351.7% | Added |
| Illinois Municipal Retirement Fund | 27,118 | $10.2M | 0.13% | −1,763−6.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,100 | $10.2M | 0.09% | +100+0.4% | Added |
| Xponance, Inc. | 26,417 | $9.97M | 0.08% | +1,502+6.0% | Added |
| Forsta Ap-Fonden | 26,300 | $9.92M | 0.06% | +1,500+6.0% | Added |
| Macquarie Group Ltd | 26,141 | $9.86M | 0.01% | +10,391+66.0% | Added |
| USS Investment Management Ltd | 25,227 | $9.52M | 0.05% | −36−0.1% | Reduced |
| Berkshire Capital Holdings Inc | 25,230 | $9.52M | 2.89% | +25,220+252,200.0% | Added |
| Nomura Holdings Inc | 24,970 | $9.42M | 0.04% | +16,727+202.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 24,959 | $9.42M | 0.04% | −5,015−16.7% | Reduced |
| PCJ Investment Counsel Ltd. | 24,300 | $9.17M | 2.55% | +7,700+46.4% | Added |
| Wealthfront Advisers LLC | 23,472 | $8.85M | 0.02% | +2,321+11.0% | Added |
| IFM Investors Pty Ltd | 23,715 | $8.76M | 0.08% | +587+2.5% | Added |
| DnB Asset Management AS | 23,157 | $8.74M | 0.03% | +723+3.2% | Added |
| Achmea Investment Management B.V. | 22,886 | $8.63M | 0.11% | −47,522−67.5% | Reduced |
| Schroder Investment Management Group | 21,691 | $8.52M | 0.01% | +16,347+305.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 22,542 | $8.50M | 0.01% | −1,091−4.6% | Reduced |
| Private Advisor Group, LLC | 22,422 | $8.46M | 0.04% | +1,278+6.0% | Added |
| Verition Fund Management LLC | 22,056 | $8.32M | 0.05% | −16,524−42.8% | Reduced |
| Utah Retirement Systems | 21,822 | $8.23M | 0.08% | +2,934+15.5% | Added |
| Swiss Life Asset Management Ltd | 21,796 | $8.22M | 0.04% | −4,398−16.8% | Reduced |
| Octahedron Capital Management L.P. | 21,600 | $8.15M | 4.63% | +10,200+89.5% | Added |
| Citadel Advisors LLC | 21,529 | $8.12M | 0.01% | +496+2.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,307 | $8.04M | 0.06% | +1,802+9.2% | Added |
| Varma Mutual Pension Insurance Co | 21,060 | $7.94M | 0.05% | +1,700+8.8% | Added |
| Toronto Dominion Bank | 20,006 | $7.55M | 0.01% | −2,176−9.8% | Reduced |
| Creative Planning | 19,953 | $7.53M | 0.01% | +1,461+7.9% | Added |
| Worldquant Millennium Advisors LLC | 19,522 | $7.36M | 0.03% | −74,514−79.2% | Reduced |
| Van Eck Associates Corp | 18,674 | $7.04M | 0.01% | −415−2.2% | Reduced |
| Silvant Capital Management LLC | 18,589 | $7.01M | 0.24% | +6,312+51.4% | Added |
| Flight Deck Capital, LP | 18,300 | $6.90M | 5.23% | 00.0% | Unchanged |
| MML Investors Services, LLC | 18,210 | $6.87M | 0.02% | +2,390+15.1% | Added |
| Virginia Retirement Systems Et Al | 18,200 | $6.87M | 0.04% | −300−1.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 17,996 | $6.79M | 0.03% | −816−4.3% | Reduced |
| Teacher Retirement System of Texas | 17,820 | $6.72M | 0.03% | −540−2.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 17,617 | $6.65M | 0.06% | −7,126−28.8% | Reduced |
| British Columbia Investment Management Corp | 17,464 | $6.59M | 0.04% | −1,559−8.2% | Reduced |
| OP Asset Management Ltd | 17,376 | $6.55M | 0.09% | +1,801+11.6% | Added |
| Zacks Investment Management | 16,796 | $6.34M | 0.05% | +120+0.7% | Added |
| Caisse de Depot Et Placement du Quebec | 16,728 | $6.31M | 0.01% | −1,928−10.3% | Reduced |
| Picton Mahoney Asset Management | 16,491 | $6.22M | 0.08% | +14,071+581.4% | Added |
| M&T Bank Corp | 16,262 | $6.13M | 0.02% | +2,367+17.0% | Added |
| GWM Advisors LLC | 15,924 | $6.01M | 0.03% | +6,031+61.0% | Added |
| JustInvest LLC | 15,622 | $5.89M | 0.06% | +592+3.9% | Added |
| Nissay Asset Management Corp | 15,515 | $5.85M | 0.03% | +333+2.2% | Added |
| BloombergSen Inc. | 15,208 | $5.74M | 0.49% | +1,117+7.9% | Added |
| Stifel Financial Corp | 15,090 | $5.69M | 0.01% | +6,030+66.6% | Added |
| Navellier & Associates Inc | 15,036 | $5.67M | 0.58% | +1,285+9.3% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 15,000 | $5.66M | 3.88% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 14,900 | $5.61M | 0.01% | −1,954−11.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,648 | $5.53M | 0.03% | +2,289+18.5% | Added |
| Bridgewater Associates, LP | 14,229 | $5.37M | 0.02% | +14,229 | New |
| Clearbridge Investments, LLC | 14,121 | $5.33M | 0.00% | +470+3.4% | Added |
| Alberta Investment Management Corp | 14,100 | $5.32M | 0.04% | +14,100 | New |
| Newlands Management Operations LLC | 13,985 | $5.28M | 0.03% | 00.0% | Unchanged |
| Geometric Wealth Advisors | 13,931 | $5.26M | 0.70% | −2,548−15.5% | Reduced |
| Lee Johnson Capital Management, LLC | 13,729 | $5.18M | 1.72% | +13,729 | New |
| Nisa Investment Advisors, LLC | 13,249 | $5.00M | 0.02% | −4,005−23.2% | Reduced |
| Lazard Asset Management LLC | 13,180 | $4.97M | 0.01% | −11,097−45.7% | Reduced |
| Nemes Rush Group LLC | 13,044 | $4.92M | 0.49% | +493+3.9% | Added |
| Loup Funds, LLC | 12,885 | $4.86M | 1.93% | +12,885 | New |
| Sora Investors LLC | 12,776 | $4.82M | 0.45% | +12,776 | New |
| Daiwa Securities Group Inc. | 12,740 | $4.81M | 0.02% | −3,290−20.5% | Reduced |
| Penserra Capital Management LLC | 12,687 | $4.79M | 0.06% | −657−4.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 12,650 | $4.77M | 0.01% | −210−1.6% | Reduced |
| Genus Capital Management Inc. | 12,526 | $4.73M | 0.55% | – | – |
| Avanza Fonder AB | 12,341 | $4.66M | 0.12% | +176+1.4% | Added |
| Wealth High Governance Capital Ltda | 12,000 | $4.53M | 1.30% | +5,800+93.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,797 | $4.45M | 0.04% | −38−0.3% | Reduced |
| Edgestream Partners, L.P. | 11,761 | $4.44M | 0.13% | −609−4.9% | Reduced |
| Public Employees Retirement Association of Colorado | 11,649 | $4.39M | 0.02% | −261−2.2% | Reduced |
| Mediolanum International Funds Ltd | 11,050 | $4.34M | 0.05% | +5,684+105.9% | Added |
| Pathstone Holdings, LLC | 11,494 | $4.34M | 0.02% | +6,052+111.2% | Added |
| Independent Advisor Alliance | 11,482 | $4.33M | 0.11% | +549+5.0% | Added |
| Candelo Capital Management LP | 11,375 | $4.29M | 3.84% | −1,675−12.8% | Reduced |
| ProShare Advisors LLC | 11,193 | $4.22M | 0.01% | −2,379−17.5% | Reduced |
| Capula Management Ltd | 11,091 | $4.18M | 0.03% | +8,750+373.8% | Added |
| Andra AP-fonden | 11,000 | $4.15M | 0.05% | −11,800−51.8% | Reduced |
| Bellwether Advisors, LLC | 10,922 | $4.12M | 0.68% | −11,970−52.3% | Reduced |
| Amalgamated Bank | 10,644 | $4.01M | 0.03% | +984+10.2% | Added |
| Great Valley Advisor Group, Inc. | 10,570 | $3.99M | 0.08% | +10.0% | Added |
| Polen Capital Management LLC | 10,456 | $3.94M | 0.01% | −1,239−10.6% | Reduced |
| Mackenzie Financial Corp | 10,388 | $3.92M | 0.00% | +343+3.4% | Added |
| Ethic Inc. | 10,305 | $3.89M | 0.06% | +1,281+14.2% | Added |
| ASR Vermogensbeheer N.V. | 10,201 | $3.85M | 0.05% | −345−3.3% | Reduced |
| QRG Capital Management, Inc. | 10,122 | $3.82M | 0.05% | −24−0.2% | Reduced |
| Globeflex Capital L P | 10,065 | $3.80M | 0.58% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 10,024 | $3.78M | 0.07% | −3,184−24.1% | Reduced |
| Janus Henderson Group PLC | 9,763 | $3.69M | 0.00% | −13,791−58.6% | Reduced |
| Taylor Frigon Capital Management LLC | 9,726 | $3.67M | 1.82% | −326−3.2% | Reduced |
| Mariner, LLC | 9,548 | $3.60M | 0.00% | +73+0.8% | Added |
| Capstone Investment Advisors, LLC | 9,542 | $3.60M | 0.03% | +9,542 | New |
| Atom Investors LP | 9,539 | $3.60M | 0.27% | +9,539 | New |
| Candriam Luxembourg S.C.A. | 9,523 | $3.59M | 0.02% | +982+11.5% | Added |
| Motley Fool Asset Management LLC | 9,522 | $3.59M | 0.15% | +7,341+336.6% | Added |
| Vinva Investment Management Ltd | 8,957 | $3.52M | 0.07% | +1,181+15.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 9,135 | $3.45M | 0.01% | +473+5.5% | Added |