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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.

Institutional holdersQ4 2025: 852 institutions
Q1 2021: 435 institutionsQ2 2021: 441 institutionsQ3 2021: 442 institutionsQ4 2021: 422 institutionsQ1 2022: 382 institutionsQ2 2022: 308 institutionsQ3 2022: 272 institutionsQ4 2022: 224 institutionsQ1 2023: 215 institutionsQ2 2023: 246 institutionsQ3 2023: 257 institutionsQ4 2023: 292 institutionsQ1 2024: 334 institutionsQ2 2024: 411 institutionsQ3 2024: 489 institutionsQ4 2024: 586 institutionsQ1 2025: 613 institutionsQ2 2025: 741 institutionsQ3 2025: 775 institutionsQ4 2025: 852 institutionsQ1 2026: 781 institutionsQ2 2026: 820 institutions
Value heldQ4 2025: $61.7B
Q1 2021: $24.6BQ2 2021: $28.5BQ3 2021: $29.2BQ4 2021: $24.3BQ1 2022: $12.7BQ2 2022: $2.79BQ3 2022: $2.57BQ4 2022: $587.4MQ1 2023: $1.09BQ2 2023: $2.82BQ3 2023: $4.65BQ4 2023: $6.31BQ1 2024: $10.2BQ2 2024: $15.0BQ3 2024: $20.8BQ4 2024: $25.5BQ1 2025: $25.8BQ2 2025: $44.6BQ3 2025: $51.3BQ4 2025: $61.7BQ1 2026: $47.3BQ2 2026: $48.6B
Institutions holding CVNA and their total value by quarter
QuarterHoldersValue
Q2 2026820$48.6B
Q1 2026781$47.3B
Q4 2025852$61.7B
Q3 2025775$51.3B
Q2 2025741$44.6B
Q1 2025613$25.8B
Q4 2024586$25.5B
Q3 2024489$20.8B
Q2 2024411$15.0B
Q1 2024334$10.2B
Q4 2023292$6.31B
Q3 2023257$4.65B
Q2 2023246$2.82B
Q1 2023215$1.09B
Q4 2022224$587.4M
Q3 2022272$2.57B
Q2 2022308$2.79B
Q1 2022382$12.7B
Q4 2021422$24.3B
Q3 2021442$29.2B
Q2 2021441$28.5B
Q1 2021435$24.6B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2025.

Institutions holding CVNA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Alta Advisers Ltd521$219.9K0.08%−80−13.3%Reduced
Umb Bank N A521$219.9K0.00%+164+45.9%Added
Advisor OS, LLC533$224.9K0.02%+533New
VARCOV Co.536$226.2K0.09%+536New
Fiduciary Wealth Partners, LLC538$227.0K0.09%+538New
Equitable Holdings, Inc.543$229.2K0.00%00.0%Unchanged
Sage Mountain Advisors LLC545$230.0K0.01%+545New
Mariner, LLC544$230.6K0.00%−9,004−94.3%Reduced
MASTERINVEST Kapitalanlage GmbH537$230.7K0.02%00.0%Unchanged
Principal Securities, Inc.547$231.0K0.00%+67+14.0%Added
Patton Fund Management, Inc.549$231.7K0.03%+549New
Semus Wealth Partners LLC554$233.8K0.13%+554New
Alpha Capital Advisors Inc500$234.3K0.22%+500New
Perigon Wealth Management, LLC565$238.5K0.00%−60−9.6%Reduced
Exchange Traded Concepts, LLC567$239.3K0.00%+567New
PFG Investments, LLC569$240.1K0.01%−202−26.2%Reduced
Simplicity Wealth,LLC569$240.1K0.01%+569New
Wealthspire Advisors, LLC573$241.8K0.00%+137+31.4%Added
Kure Advisory, LLC574$242.2K0.14%00.0%Unchanged
LeConte Wealth Management, LLC579$244.3K0.16%+14+2.5%Added
Avantra Family Wealth, Inc.583$246.0K0.18%−18−3.0%Reduced
Benjamin Edwards Inc586$247.3K0.00%+34+6.2%Added
LVW Advisors, LLC589$248.6K0.03%−99−14.4%Reduced
Everhart Financial Group, Inc.589$248.6K0.02%−10−1.7%Reduced
Aptus Capital Advisors, LLC592$249.8K0.00%+592New
Steward Partners Investment Advisory, LLC598$252.4K0.00%−150−20.1%Reduced
Cardinal Point Capital Management, ULC600$253.2K0.02%+600New
CBOE Vest Financial, LLC607$256.2K0.00%+607New
American Trust620$261.7K0.02%−390−38.6%Reduced
Premier Path Wealth Partners, LLC625$263.8K0.03%−17−2.6%Reduced
TABR Capital Management, LLC630$265.9K0.18%+630New
Chicago Trust Co NA631$266.3K0.04%−15−2.3%Reduced
HighPoint Advisor Group LLC631$266.3K0.01%+45+7.7%Added
Dynasty Wealth Management, LLC646$272.6K0.00%−195−23.2%Reduced
Bayesian Capital Management, LP648$273.5K0.63%+648New
Counterpoint Mutual Funds LLC649$273.9K0.02%+649New
Banco BTG Pactual S.A.651$274.7K0.05%+651New
Arsenal Capital Advisors LLC651$274.7K0.19%+651New
We Are One Seven, LLC652$275.1K0.01%−5−0.8%Reduced
Adams Wealth Management655$276.4K0.06%−53−7.5%Reduced
CacheTech Inc.655$276.4K0.05%−53−7.5%Reduced
Norden Group LLC661$279.0K0.03%+661New
Phraction Management LLC664$280.2K0.08%−121−15.4%Reduced
L2 Asset Management, LLC667$281.5K0.04%+53+8.6%Added
Perbak Capital Partners LLP670$282.8K0.09%−1,864−73.6%Reduced
Lifeworks Advisors, LLC672$283.6K0.04%00.0%Unchanged
Capstone Investment Advisors, LLC673$284.0K0.00%−8,869−92.9%Reduced
Skopos Labs, Inc.664$287.5K0.01%+664New
Insigneo Advisory Services, LLC696$293.7K0.02%+32+4.8%Added
Finivi Inc.698$294.6K0.17%+31+4.6%Added
Change Path, LLC703$296.7K0.01%−99−12.3%Reduced
Glenmede Trust Co NA707$298.4K0.00%+707New
Andra AP-fonden720$303.9K0.00%−10,280−93.5%Reduced
Ellevest, Inc.723$305.1K0.04%−965−57.2%Reduced
Shelton Capital Management726$306.4K0.01%+726New
Security National Bank of So Dak735$310.2K0.15%00.0%Unchanged
Pinebridge Investments LLC739$311.9K0.00%+739New
Greenland Capital Management LP742$313.1K0.05%−808−52.1%Reduced
Pinnacle Financial Partners, Inc.747$315.2K0.00%+747New
SMART Wealth LLC748$315.7K0.10%−188−20.1%Reduced
Parallel Advisors, LLC752$317.5K0.01%+18+2.5%Added
Coldstream Capital Management Inc762$321.6K0.00%+126+19.8%Added
National Asset Management, Inc.779$328.8K0.02%+13+1.7%Added
BBR Partners, LLC787$332.1K0.02%+787New
Pensionmark Financial Group, LLC793$334.7K0.01%+102+14.8%Added
Commerzbank Aktiengesellschaft799$337.0K0.01%+799New
Personal Cfo Solutions, LLC801$338.0K0.05%+133+19.9%Added
NorthRock Partners, LLC815$344.4K0.01%+815New
Aigen Investment Management, LP816$344.4K0.08%+816New
Atom Investors LP824$347.7K0.03%−8,715−91.4%Reduced
Capital Investment Management, Inc.825$348.2K0.12%+825New
David Loasby751$348.9K0.02%+107+16.6%Added
GeoWealth Management, LLC829$350.0K0.01%−183−18.1%Reduced
Millennium Management LLC837$353.2K0.00%−283,351−99.7%Reduced
Fifth Third Wealth Advisors LLC840$354.5K0.01%+840New
Keel Point, LLC854$360.4K0.02%−6−0.7%Reduced
Gateway Investment Advisers LLC857$361.7K0.00%+857New
Krilogy Financial LLC765$362.4K0.01%−54−6.6%Reduced
Independent Solutions Wealth Management, LLC860$362.9K0.07%00.0%Unchanged
Studio Investment Management LLC862$363.8K0.07%00.0%Unchanged
V-Square Quantitative Management LLC876$369.7K0.04%+876New
Jump Financial, LLC883$372.6K0.00%−1,289−59.3%Reduced
Wagner Wealth Management, Corp888$374.8K0.37%+888New
MidFirst Bank904$381.5K0.03%+904New
Custom Index Systems, LLC910$384.0K0.17%−83−8.4%Reduced
United Advisor Group, LLC916$386.6K0.05%00.0%Unchanged
EverSource Wealth Advisors, LLC917$387.0K0.01%+53+6.1%Added
TFB Advisors LLC918$387.4K0.11%+918New
Resources Investment Advisors, LLC.920$388.3K0.00%+150+19.5%Added
Cooper Financial Group948$400.1K0.04%−29−3.0%Reduced
SLT Holdings LLC950$400.9K0.27%+950New
Unifi Asset Management LP960$405.1K0.44%+960New
J.W. Cole Advisors, Inc.1,054$407.2K0.01%−135−11.4%Reduced
Advyzon Investment Management, LLC968$408.5K0.05%−18−1.8%Reduced
Sterling Capital Management LLC968$408.5K0.01%+768+384.0%Added
Fulton Bank, N.A.977$412.3K0.01%+59+6.4%Added
MAI Capital Management987$416.6K0.00%−377−27.6%Reduced
Kestra Advisory Services, LLC989$417.4K0.00%−84−7.8%Reduced
Aaron Wealth Advisors994$419.5K0.02%+94+10.4%Added
Panagora Asset Management Inc1,000$422.0K0.00%−1,558−60.9%Reduced