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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
Anson Funds Management LP1,000$422.0K0.06%+1,000New
Cache Advisors, LLC1,000$422.0K0.05%+1,000New
AlTi Global, Inc.1,003$423.3K0.01%+1,003New
Aspen Grove Capital, LLC1,005$424.1K0.07%+1,005New
Optimist Retirement Group LLC1,016$428.8K0.20%00.0%Unchanged
Foundations Investment Advisors, LLC1,024$432.0K0.01%+1,024New
Davenport & Co LLC1,051$443.5K0.00%+61+6.2%Added
Plato Investment Management Ltd1,048$444.4K0.03%−2,699−72.0%Reduced
Fidelis Capital Partners, LLC1,057$446.2K0.03%−58−5.2%Reduced
Aristeia Capital LLC1,069$451.1K0.01%+1,069New
Ewa, LLC1,076$454.1K0.11%+104+10.7%Added
Smartleaf Asset Management LLC1,060$455.4K0.02%+95+9.8%Added
Northwest & Ethical Investments L.P.1,062$456.5K0.01%+62+6.2%Added
Harvest Fund Management Co., Ltd1,103$465.0K0.02%−729−39.8%Reduced
BIT Capital GmbH1,105$466.3K0.02%−146,255−99.3%Reduced
Prelude Capital Management, LLC1,116$471.0K0.03%−2,744−71.1%Reduced
Westmount Partners, LLC1,117$471.4K0.12%+267+31.4%Added
Shay Capital LLC1,150$485.3K0.08%+1,150New
Moors & Cabot, Inc.1,178$497.1K0.02%+365+44.9%Added
Keystone Investors Pte Ltd1,181$498.4K0.04%+1,181New
Abel Hall, LLC1,205$508.5K0.12%+244+25.4%Added
Regions Financial Corp1,208$509.8K0.00%+8+0.7%Added
Osmosis Investment Management UK Ltd1,238$522.5K0.01%+1,238New
Qtron Investments LLC1,240$523.3K0.07%−250−16.8%Reduced
Bryn Mawr Trust Co1,243$524.6K0.01%−70−5.3%Reduced
Cynosure Management, LLC1,257$530.5K0.05%+1,257New
Ballentine Partners, LLC1,261$532.2K0.01%−41−3.1%Reduced
Alps Advisors Inc1,264$533.4K0.00%+4+0.3%Added
Ameritas Investment Partners, Inc.1,266$534.3K0.02%+1,266New
GTS Securities LLC1,267$534.7K0.02%+1,267New
Cigna Investments Inc1,282$541.0K0.08%00.0%Unchanged
Sagespring Wealth Partners, LLC1,283$541.5K0.01%−55−4.1%Reduced
Prime Capital Investment Advisors, LLC1,283$541.5K0.01%+442+52.6%Added
Frank, Rimerman Advisors LLC1,305$550.7K0.03%−213−14.0%Reduced
Ashton Thomas Private Wealth, LLC1,322$558.1K0.01%+82+6.6%Added
Allworth Financial LP1,335$563.2K0.00%+85+6.8%Added
Clarity Wealth Advisors, LLC1,336$563.8K0.12%00.0%Unchanged
Quadcap Wealth Management, LLC1,340$565.5K0.06%−36−2.6%Reduced
Blue Square Asset Management, LLC1,343$566.8K0.25%−7,331−84.5%Reduced
Bokf, NA1,362$574.8K0.01%−687−33.5%Reduced
Lido Advisors, LLC1,527$579.4K0.00%+58+3.9%Added
Employees Retirement System of Texas1,401$591.0K0.00%+272+24.1%Added
Oak Thistle LLC1,413$596.3K0.08%−895−38.8%Reduced
GAMMA Investing LLC1,421$599.7K0.03%+365+34.6%Added
Peapack Gladstone Financial Corp1,433$605.0K0.01%+1,433New
Advisory Services Network, LLC1,446$610.2K0.01%−634−30.5%Reduced
Tudor Investment Corp Et Al1,446$610.2K0.00%−51−3.4%Reduced
Stephens Inc1,451$612.4K0.01%−3−0.2%Reduced
Numerai GP LLC1,502$633.9K0.08%−3,558−70.3%Reduced
Kovack Advisors, Inc.1,514$638.7K0.03%+1,514New
IFC & Insurance Marketing, Inc.1,516$640.0K0.63%+1,516New
Forum Financial Management, LP1,524$643.1K0.01%+4+0.3%Added
Bridges Investment Management Inc1,548$653.3K0.01%+429+38.3%Added
Global Retirement Partners, LLC1,552$655.0K0.01%+622+66.9%Added
Ritholtz Wealth Management1,561$658.8K0.01%+35+2.3%Added
Brucke Financial, Inc.1,571$663.0K0.36%−13−0.8%Reduced
Larson Financial Group LLC1,579$666.4K0.02%+116+7.9%Added
Oak Ridge Investments LLC1,597$674.0K0.04%−97−5.7%Reduced
RSM US Wealth Management LLC1,579$678.1K0.01%−635−28.7%Reduced
Prospera Financial Services Inc1,624$685.3K0.01%+88+5.7%Added
Optimize Financial Inc1,631$688.3K0.35%+20+1.2%Added
Quantbot Technologies LP1,631$688.3K0.02%+1,631New
Meridian Wealth Management, LLC1,672$705.7K0.02%+1+0.1%Added
NWF Advisory Services Inc.1,695$715.3K0.08%+245+16.9%Added
TD Waterhouse Canada Inc.1,699$716.7K0.00%+582+52.1%Added
Catalyst Capital Advisors LLC1,736$732.6K0.02%00.0%Unchanged
DRW Securities, LLC1,738$733.5K0.06%+1,738New
Allegheny Financial Group LTD1,742$735.2K0.11%−214−10.9%Reduced
Hook Mill Capital Partners, LP1,746$736.8K0.07%+248+16.6%Added
Net Worth Advisory Group1,748$737.5K0.15%−132−7.0%Reduced
TFC Financial Management1,781$751.6K0.09%−123−6.5%Reduced
Mount Lucas Management LP1,782$752.0K0.33%−33−1.8%Reduced
Morris Retirement Advisors, LLC1,783$752.5K0.32%+99+5.9%Added
Arkadios Wealth Advisors1,787$754.1K0.01%+93+5.5%Added
Windmill Hill Asset Management Ltd1,836$774.8K0.18%+1,836New
Northwestern Mutual Wealth Management Co1,839$776.1K0.00%+163+9.7%Added
Global Endowment Management, LP1,848$780.0K0.10%−541−22.6%Reduced
Cliffwater LLC1,865$787.1K0.17%00.0%Unchanged
GLOBALT Investments LLC1,866$787.5K0.03%−138−6.9%Reduced
Buckingham Strategic Partners1,875$791.6K0.01%−5,448−74.4%Reduced
Commonwealth Equity Services, LLC1,908$805.0K0.00%−1,541−44.7%Reduced
Meeder Advisory Services, Inc.1,918$809.4K0.03%+295+18.2%Added
Two Sigma Securities, LLC1,957$825.9K0.11%+1,957New
Central Pacific Bank - Trust Division1,963$828.4K0.10%+338+20.8%Added
Signaturefd, LLC1,975$833.5K0.01%−47−2.3%Reduced
Gilder Gagnon Howe & Co LLC2,004$845.7K0.01%+141+7.6%Added
Annex Advisory Services, LLC2,008$847.5K0.02%+8+0.4%Added
Wedmont Private Capital1,890$852.0K0.03%+94+5.2%Added
Laird Norton Trust Company, LLC2,055$867.3K0.02%+2,055New
CWM, LLC2,109$890.0K0.00%−78−3.6%Reduced
Diversified Trust Co2,113$891.7K0.02%−1,055−33.3%Reduced
Evergreen Capital Management LLC2,114$892.2K0.02%+1,385+190.0%Added
Balyasny Asset Management LLC2,116$893.0K0.00%−25,723−92.4%Reduced
Sigma Planning Corp2,150$907.3K0.03%+999+86.8%Added
Livforsakringsbolaget Skandia, Omsesidigt7,645$908.1K0.04%00.0%Unchanged
Stratos Wealth Partners, LTD.2,159$911.1K0.01%+397+22.5%Added
Insight Wealth Partners, LLC2,165$913.7K0.38%+1,361+169.3%Added
Baird Financial Group, Inc.2,171$916.2K0.00%+2,171New
TCW Group Inc2,173$917.0K0.01%+2,173New
Horizon Investments, LLC2,198$927.6K0.01%+2,198New