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 12 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, Q4 2025
Institutional positions in Carvana Co. as of Dec 31, 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
- 852
- +90 vs. Q3 2025
- Shares held
- 146.3M
- +10.4M (+7.7%) vs. Q3 2025
- Total value
- $61.7B
- +$10.4B (+20.4%) vs. Q3 2025
- New holders
- 201
- 325 more added
- Sold out
- 111
- 251 more reduced
13 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 17,726,838 | $7.48B | 0.81% | +1,407,762+8.6% | Added |
| Vanguard Group Inc | 16,783,101 | $7.08B | 0.10% | +3,328,115+24.7% | Added |
| BlackRock, Inc. | 11,717,838 | $4.95B | 0.08% | +1,900,552+19.4% | Added |
| JPMorgan Chase & Co | 6,130,229 | $2.59B | 0.17% | −261,406−4.1% | Reduced |
| FMR LLC | 5,961,989 | $2.52B | 0.13% | +247,649+4.3% | Added |
| State Street Corp | 5,714,779 | $2.41B | 0.08% | +2,764,759+93.7% | Added |
| Capital Research Global Investors | 5,700,953 | $2.41B | 0.44% | +1,711,144+42.9% | Added |
| CAS Investment Partners, LLC | 4,610,200 | $1.95B | 83.25% | −279,474−5.7% | Reduced |
| Greenoaks Capital Partners LLC | 4,235,613 | $1.79B | 59.96% | −1,028,306−19.5% | Reduced |
| Geode Capital Management, LLC | 3,880,711 | $1.63B | 0.10% | +1,382,852+55.4% | Added |
| Exor Capital LLP | 2,855,140 | $1.20B | 21.25% | −238,396−7.7% | Reduced |
| Sands Capital Management, LLC | 2,442,534 | $1.03B | 3.14% | +751,019+44.4% | Added |
| Spruce House Investment Management LLC | 2,275,000 | $960.1M | 27.84% | −1,334,288−37.0% | Reduced |
| Invesco Ltd. | 1,977,138 | $834.4M | 0.08% | +532,120+36.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,958,229 | $826.4M | 2.07% | −44,979−2.2% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,779,328 | $750.9M | 5.52% | +14,037+0.8% | Added |
| Morgan Stanley | 1,526,517 | $644.2M | 0.04% | +200,063+15.1% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $633.0M | 77.46% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,407,398 | $594.0M | 0.92% | +394,286+38.9% | Added |
| Capital World Investors | 1,278,944 | $539.7M | 0.07% | +472,701+58.6% | Added |
| Northern Trust Corp | 1,188,994 | $501.8M | 0.06% | +386,037+48.1% | Added |
| Whale Rock Capital Management LLC | 1,070,802 | $451.9M | 5.78% | +503,091+88.6% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,061,533 | $448.0M | 1.19% | −1,039,708−49.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,002,364 | $423.0M | 0.07% | +363,639+56.9% | Added |
| Dragoneer Investment Group, LLC | 979,460 | $413.4M | 9.01% | +300,539+44.3% | Added |
| Norges Bank | 977,057 | $412.3M | 0.04% | +977,057 | New |
| Franklin Resources Inc | 929,710 | $392.4M | 0.10% | +434,328+87.7% | Added |
| Durable Capital Partners LP | 925,045 | $390.4M | 3.69% | +32,568+3.6% | Added |
| Massachusetts Financial Services Co | 817,775 | $345.1M | 0.11% | +180,313+28.3% | Added |
| Wells Fargo & Company | 788,695 | $332.8M | 0.07% | −7,184−0.9% | Reduced |
| UBS Asset Management Americas Inc | 748,658 | $315.9M | 0.07% | +133,483+21.7% | Added |
| Bank of America Corp | 713,170 | $301.0M | 0.02% | +104,875+17.2% | Added |
| Goodnow Investment Group, LLC | 710,091 | $299.7M | 27.96% | +58,828+9.0% | Added |
| Castle Hook Partners LP | 695,090 | $293.3M | 4.22% | −657,176−48.6% | Reduced |
| Bank of New York Mellon Corp | 693,572 | $292.7M | 0.05% | +311,833+81.7% | Added |
| UBS Group AG | 660,079 | $278.6M | 0.06% | +458,438+227.4% | Added |
| National Philanthropic Trust | 657,103 | $277.3M | 2.74% | +4,292+0.7% | Added |
| Legal & General Group Plc | 654,019 | $276.0M | 0.06% | +68,174+11.6% | Added |
| Sachem Head Capital Management LP | 625,000 | $263.8M | 6.18% | +625,000 | New |
| Goldman Sachs Group Inc | 619,932 | $261.6M | 0.04% | +213,542+52.5% | Added |
| Lord, Abbett & Co. LLC | 603,583 | $254.7M | 0.78% | −77,083−11.3% | Reduced |
| Massachusetts Institute of Technology | 578,300 | $244.1M | 32.40% | +376+0.1% | Added |
| Dimensional Fund Advisors LP | 547,689 | $231.2M | 0.05% | −1340.0% | Reduced |
| Raymond James Financial Inc | 521,380 | $223.0M | 0.07% | −46,690−8.2% | Reduced |
| Amundi | 497,140 | $209.8M | 0.06% | −330,466−39.9% | Reduced |
| First Trust Advisors LP | 474,847 | $200.4M | 0.15% | −26,987−5.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 461,874 | $194.9M | 2.09% | +244,322+112.3% | Added |
| Nuveen, LLC | 458,545 | $193.5M | 0.05% | +63,399+16.0% | Added |
| Arrowstreet Capital, Limited Partnership | 435,471 | $183.8M | 0.11% | −138,120−24.1% | Reduced |
| Manufacturers Life Insurance Company, The | 416,823 | $178.4M | 0.15% | +137,037+49.0% | Added |
| Wellington Management Group LLP | 409,801 | $172.9M | 0.03% | +154,437+60.5% | Added |
| Two Sigma Investments, LP | 393,532 | $166.1M | 0.25% | +68,152+20.9% | Added |
| North Peak Capital Management, LLC | 390,023 | $164.6M | 18.02% | −87,320−18.3% | Reduced |
| American Century Companies Inc | 371,356 | $156.7M | 0.08% | +849+0.2% | Added |
| Selkirk Management LLC | 365,220 | $154.1M | 40.76% | 00.0% | Unchanged |
| Swiss National Bank | 359,460 | $151.7M | 0.09% | +9,160+2.6% | Added |
| Neuberger Berman Group LLC | 359,005 | $151.5M | 0.11% | +52,503+17.1% | Added |
| Par Capital Management Inc | 350,672 | $148.0M | 3.93% | −5,900−1.7% | Reduced |
| Deutsche Bank AG | 316,297 | $133.5M | 0.04% | +55,779+21.4% | Added |
| BNP Paribas Arbitrage, SA | 315,579 | $133.2M | 0.08% | +89,893+39.8% | Added |
| 1832 Asset Management L.P. | 314,050 | $132.5M | 0.17% | −205,400−39.5% | Reduced |
| Two Sigma Advisers, LP | 309,275 | $130.5M | 0.25% | −476,560−60.6% | Reduced |
| RV Capital GmbH | 303,403 | $128.0M | 29.81% | −141,852−31.9% | Reduced |
| Palestra Capital Management LLC | 292,552 | $123.5M | 4.39% | −73,390−20.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 291,725 | $123.1M | 0.07% | +13,692+4.9% | Added |
| Artisan Partners Limited Partnership | 290,142 | $122.4M | 0.19% | +290,142 | New |
| Steadview Capital Management LLC | 286,575 | $120.9M | 22.77% | −22,985−7.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 287,964 | $115.3M | 0.08% | +175,229+155.4% | Added |
| Rhumbline Advisers | 266,523 | $112.5M | 0.09% | +92,579+53.2% | Added |
| Barclays PLC | 261,063 | $110.2M | 0.04% | +152,567+140.6% | Added |
| Senator Investment Group LP | 259,932 | $109.7M | 4.40% | −30,998−10.7% | Reduced |
| National Pension Service | 254,113 | $107.2M | 0.08% | +61,196+31.7% | Added |
| SG Americas Securities, LLC | 253,487 | $107.0M | 0.14% | +174,362+220.4% | Added |
| Summit Partners Public Asset Management, LLC | 253,000 | $106.8M | 3.00% | +22,194+9.6% | Added |
| Royal Bank of Canada | 250,037 | $105.5M | 0.02% | −14,658−5.5% | Reduced |
| Holocene Advisors, LP | 250,000 | $105.5M | 0.22% | −456,457−64.6% | Reduced |
| No Street GP LP | 239,500 | $101.1M | 6.81% | −56,000−19.0% | Reduced |
| California Public Employees Retirement System | 238,696 | $100.7M | 0.06% | +6,301+2.7% | Added |
| Driehaus Capital Management LLC | 226,963 | $95.8M | 0.65% | −90,945−28.6% | Reduced |
| Thrive Capital Management, LLC | 226,761 | $95.7M | 27.18% | 00.0% | Unchanged |
| Styrax Capital, LP | 225,272 | $95.1M | 7.28% | −81,729−26.6% | Reduced |
| HSBC Holdings PLC | 221,727 | $93.7M | 0.05% | +156,430+239.6% | Added |
| Alliancebernstein L.P. | 218,658 | $92.3M | 0.03% | +132,122+152.7% | Added |
| Divisadero Street Capital Management, LP | 218,189 | $92.1M | 5.24% | +9,869+4.7% | Added |
| Allspring Global Investments Holdings, LLC | 229,533 | $91.9M | 0.15% | +35,654+18.4% | Added |
| Avala Global LP | 214,136 | $90.4M | 4.32% | +22,400+11.7% | Added |
| Voloridge Investment Management, LLC | 212,744 | $89.8M | 0.32% | +105,178+97.8% | Added |
| General Equity Holdings LP | 212,096 | $89.5M | 55.93% | −47,906−18.4% | Reduced |
| Citigroup Inc | 210,305 | $88.8M | 0.06% | +15,673+8.1% | Added |
| Scge Management, L.P. | 208,000 | $87.8M | 2.00% | +57,000+37.7% | Added |
| California State Teachers Retirement System | 203,894 | $86.0M | 0.09% | +11,184+5.8% | Added |
| KBC Group NV | 202,714 | $85.5M | 0.20% | −119,160−37.0% | Reduced |
| Federated Hermes, Inc. | 196,082 | $82.8M | 0.14% | −69,839−26.3% | Reduced |
| Canada Pension Plan Investment Board | 184,978 | $78.1M | 0.05% | +21,347+13.0% | Added |
| Spyglass Capital Management LLC | 180,668 | $76.2M | 3.82% | +180,668 | New |
| Mane Global Capital Management LP | 178,693 | $75.4M | 4.13% | −100,536−36.0% | Reduced |
| Primecap Management Co | 177,025 | $74.7M | 0.06% | −10,300−5.5% | Reduced |
| Bessemer Group Inc | 173,048 | $73.0M | 0.11% | +70,905+69.4% | Added |
| TD Asset Management Inc | 171,735 | $72.5M | 0.06% | +37,924+28.3% | Added |
| Fred Alger Management, LLC | 169,480 | $71.5M | 0.28% | −15,301−8.3% | Reduced |