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, 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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 2,213 | $933.9K | 0.03% | −157−6.6% | Reduced |
| Merit Financial Group, LLC | 2,240 | $945.5K | 0.01% | +709+46.3% | Added |
| Tema ETFs LLC | 2,276 | $960.5K | 0.07% | +2,276 | New |
| J. Safra Sarasin Holding AG | 2,303 | $971.9K | 0.02% | +2,303 | New |
| Janney Montgomery Scott LLC | 2,323 | $980.0K | 0.00% | +448+23.9% | Added |
| RiverFront Investment Group, LLC | 2,472 | $1.04M | 0.02% | +2,472 | New |
| United Capital Financial Advisers, LLC | 2,478 | $1.05M | 0.01% | +120+5.1% | Added |
| Guggenheim Capital LLC | 2,482 | $1.05M | 0.01% | +1,731+230.5% | Added |
| Siemens Fonds Invest GmbH | 2,482 | $1.07M | 0.06% | +780+45.8% | Added |
| FirstWave Capital Management LLC | 2,576 | $1.09M | 0.65% | +2,576 | New |
| Rockefeller Capital Management L.P. | 2,588 | $1.09M | 0.00% | +534+26.0% | Added |
| Encompass More Asset Management | 2,742 | $1.16M | 0.21% | +50+1.9% | Added |
| Highland Capital Management, LLC | 2,773 | $1.17M | 0.06% | −576−17.2% | Reduced |
| Diversified Portfolios, Inc. | 2,775 | $1.17M | 0.10% | +55+2.0% | Added |
| Tower Research Capital LLC (TRC) | 2,817 | $1.19M | 0.03% | −1,059−27.3% | Reduced |
| NewEdge Wealth, LLC | 2,829 | $1.19M | 0.01% | +1,089+62.6% | Added |
| La Banque Postale Asset Management SA | 2,830 | $1.19M | 0.01% | −143−4.8% | Reduced |
| Drive Wealth Management, LLC | 2,886 | $1.22M | 0.24% | +2,886 | New |
| Caxton Associates LLP | 2,905 | $1.23M | 0.02% | −3,442−54.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,950 | $1.24M | 0.05% | +2,950 | New |
| Genus Capital Management Inc. | 2,978 | $1.26M | 0.15% | −9,548−76.2% | Reduced |
| Callan Family Office, LLC | 2,981 | $1.26M | 0.03% | +414+16.1% | Added |
| Oppenheimer Asset Management Inc. | 3,086 | $1.30M | 0.02% | +2,109+215.9% | Added |
| Great Lakes Advisors, LLC | 3,090 | $1.30M | 0.01% | −105−3.3% | Reduced |
| Cresset Asset Management, LLC | 3,149 | $1.33M | 0.01% | +278+9.7% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 3,160 | $1.33M | 0.02% | +3,160 | New |
| Capula Management Ltd | 3,162 | $1.33M | 0.01% | −7,929−71.5% | Reduced |
| Mangrove Partners | 3,183 | $1.34M | 0.11% | +3,183 | New |
| HB Wealth Management, LLC | 3,190 | $1.35M | 0.01% | +31+1.0% | Added |
| Vontobel Holding Ltd. | 3,410 | $1.44M | 0.00% | +958+39.1% | Added |
| Virtue Capital Management, LLC | 3,635 | $1.45M | 0.22% | +1,809+99.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,473 | $1.47M | 0.09% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 3,500 | $1.48M | 0.18% | +3,500 | New |
| Toroso Investments, LLC | 3,502 | $1.48M | 0.01% | −1,783−33.7% | Reduced |
| Sequoia Financial Advisors, LLC | 3,502 | $1.48M | 0.01% | +932+36.3% | Added |
| Brinker Capital Investments, LLC | 3,540 | $1.49M | 0.01% | −2,319−39.6% | Reduced |
| Wahed Invest LLC | 3,553 | $1.50M | 0.20% | +3,553 | New |
| Smith Group Asset Management, LLC | 3,560 | $1.50M | 0.08% | −615−14.7% | Reduced |
| J.Safra Asset Management Corp | 3,570 | $1.51M | 0.08% | −417−10.5% | Reduced |
| Wolverine Asset Management LLC | 3,600 | $1.52M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,678 | $1.55M | 0.00% | +1,194+48.1% | Added |
| Yarbrough Capital, LLC | 3,790 | $1.60M | 0.05% | 00.0% | Unchanged |
| Science & Technology Partners, L.P. | 3,800 | $1.60M | 0.45% | +3,800 | New |
| MUFG Securities Americas Inc. | 3,810 | $1.61M | 0.10% | +3,810 | New |
| Nomura Asset Management International Inc. | 3,821 | $1.61M | 0.00% | +3,821 | New |
| Kondo Wealth Advisors, Inc. | 3,833 | $1.62M | 0.62% | +93+2.5% | Added |
| Securian Asset Management, Inc | 3,846 | $1.62M | 0.06% | +3,846 | New |
| Vise Technologies, Inc. | 3,890 | $1.64M | 0.03% | −320−7.6% | Reduced |
| Simplex Trading, LLC | 3,923 | $1.66M | 0.05% | +3,923 | New |
| Nomura Holdings Inc | 3,961 | $1.67M | 0.00% | −21,009−84.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 4,020 | $1.70M | 0.01% | +4,020 | New |
| E. Ohman J:or Asset Management AB | 4,100 | $1.73M | 0.04% | −1,050−20.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,194 | $1.77M | 0.01% | −32−0.8% | Reduced |
| Teacher Retirement System of Texas | 4,341 | $1.83M | 0.01% | −13,479−75.6% | Reduced |
| Natixis | 4,361 | $1.84M | 0.01% | −34,112−88.7% | Reduced |
| Huntleigh Advisors, Inc. | 4,382 | $1.85M | 0.31% | +118+2.8% | Added |
| Everence Capital Management Inc | 4,400 | $1.86M | 0.11% | 00.0% | Unchanged |
| Legacy Capital Group California, Inc. | 4,445 | $1.88M | 0.45% | −49−1.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,519 | $1.91M | 0.02% | +4,519 | New |
| Jackson Creek Investment Advisors LLC | 4,572 | $1.93M | 0.57% | −6−0.1% | Reduced |
| Kingsview Wealth Management, LLC | 4,576 | $1.93M | 0.03% | −39−0.8% | Reduced |
| North Dakota State Investment Board | 4,647 | $1.96M | 0.07% | +4,647 | New |
| HighTower Advisors, LLC | 4,681 | $1.98M | 0.00% | +136+3.0% | Added |
| The PNC Financial Services Group, Inc. | 4,748 | $2.00M | 0.00% | +1,894+66.4% | Added |
| Hunting Hill Global Capital, LLC | 4,756 | $2.01M | 1.99% | +2,856+150.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,873 | $2.06M | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,905 | $2.07M | 0.03% | −929−15.9% | Reduced |
| Westpac Banking Corp | 4,941 | $2.09M | 0.13% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 4,958 | $2.09M | 0.01% | +412+9.1% | Added |
| Mercer Global Advisors Inc | 4,990 | $2.11M | 0.00% | +617+14.1% | Added |
| Jones Financial Companies LLLP | 5,012 | $2.12M | 0.00% | +914+22.3% | Added |
| Blueshift Asset Management, LLC | 5,076 | $2.14M | 0.62% | −1,548−23.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,128 | $2.16M | 0.07% | +654+14.6% | Added |
| Summit Trail Advisors, LLC | 5,147 | $2.17M | 0.04% | −522−9.2% | Reduced |
| Brown Advisory Inc | 5,148 | $2.17M | 0.00% | −385−7.0% | Reduced |
| Virtus Investment Advisers, Inc. | 5,267 | $2.22M | 0.60% | +5,267 | New |
| Meeder Asset Management Inc | 5,289 | $2.23M | 0.12% | +5,230+8,864.4% | Added |
| Sora Investors LLC | 5,312 | $2.24M | 0.19% | −7,464−58.4% | Reduced |
| Clear Street Group Inc. | 1,312 | $2.24M | 0.01% | −2,498−65.6% | Reduced |
| TRB Advisors LP | 5,465 | $2.31M | 0.54% | +5,465 | New |
| Atria Investments LLC | 5,478 | $2.31M | 0.03% | −310−5.4% | Reduced |
| Main Management ETF Advisors, LLC | 5,481 | $2.31M | 0.08% | +56+1.0% | Added |
| AG2R la Mondiale Gestion D'Actifs | 5,512 | $2.33M | 0.10% | +636+13.0% | Added |
| Tabor Asset Management, LP | 5,540 | $2.34M | 0.94% | +245+4.6% | Added |
| VGI Partners Ltd | 5,550 | $2.34M | 0.14% | +2,950+113.5% | Added |
| Pinnacle Wealth Management, LLC | 5,574 | $2.35M | 1.58% | −419−7.0% | Reduced |
| Norinchukin Bank, The | 5,584 | $2.36M | 0.03% | +5,584 | New |
| Wakefield Asset Management LLLP | 5,588 | $2.36M | 0.64% | −33−0.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,590 | $2.36M | 0.00% | +4,390+365.8% | Added |
| Sanctuary Advisors, LLC | 5,596 | $2.36M | 0.01% | −631−10.1% | Reduced |
| Next Century Growth Investors LLC | 5,604 | $2.37M | 0.16% | +13+0.2% | Added |
| Metis Global Partners, LLC | 5,622 | $2.37M | 0.06% | +3,063+119.7% | Added |
| Crossmark Global Holdings, Inc. | 5,651 | $2.38M | 0.03% | +4,409+355.0% | Added |
| Keybank National Association | 5,704 | $2.41M | 0.01% | −167−2.8% | Reduced |
| MUFG Securities EMEA plc | 5,798 | $2.45M | 0.03% | +5,798 | New |
| First Citizens Bank & Trust Co | 5,949 | $2.51M | 0.05% | +5,949 | New |
| Vident Advisory, LLC | 5,982 | $2.52M | 0.02% | +359+6.4% | Added |
| Vestcor Inc | 5,984 | $2.52M | 0.07% | +1,336+28.7% | Added |
| Harvest Investment Services, LLC | 5,999 | $2.53M | 0.48% | −2,037−25.3% | Reduced |
| Engle Capital Management, L.P. | 6,000 | $2.53M | 0.98% | −37,456−86.2% | Reduced |