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 |
|---|---|---|---|---|---|
| Abn Amro Investment Solutions | 6,014 | $2.54M | 0.04% | +4,231+237.3% | Added |
| Lotus Technology Management, LP | 6,059 | $2.56M | 1.42% | +6,059 | New |
| Walleye Capital LLC | 6,207 | $2.62M | 0.01% | +5,963+2,443.9% | Added |
| XTX Topco Ltd | 6,251 | $2.64M | 0.07% | +6,251 | New |
| Lazard Asset Management LLC | 6,272 | $2.65M | 0.00% | −6,908−52.4% | Reduced |
| Park Avenue Securities LLC | 6,376 | $2.69M | 0.02% | +306+5.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,431 | $2.71M | 0.01% | +991+18.2% | Added |
| Voleon Capital Management LP | 6,434 | $2.72M | 0.06% | +5,512+597.8% | Added |
| New Mexico Educational Retirement Board | 6,500 | $2.74M | 0.08% | +6,500 | New |
| KP Management LLC | 6,500 | $2.74M | 0.85% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 6,273 | $2.76M | 0.00% | −432−6.4% | Reduced |
| Gulf International Bank (UK) Ltd | 6,555 | $2.77M | 0.09% | +454+7.4% | Added |
| Farther Finance Advisors, LLC | 6,568 | $2.77M | 0.03% | +404+6.6% | Added |
| Marex Group plc | 6,622 | $2.79M | 0.03% | +3,590+118.4% | Added |
| Prakash Investment Advisors LLC | 6,650 | $2.81M | 2.13% | −670−9.2% | Reduced |
| CI Private Wealth, LLC | 6,728 | $2.84M | 0.00% | −1,371−16.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,770 | $2.86M | 0.01% | +5,314+365.0% | Added |
| Maryland State Retirement & Pension System | 6,782 | $2.86M | 0.06% | +200+3.0% | Added |
| Cerity Partners LLC | 6,956 | $2.94M | 0.00% | +1,590+29.6% | Added |
| US Bancorp | 6,969 | $2.94M | 0.00% | +160+2.3% | Added |
| Louisiana State Employees Retirement System | 7,200 | $3.04M | 0.05% | +7,200 | New |
| Profund Advisors LLC | 7,245 | $3.06M | 0.09% | +1,897+35.5% | Added |
| Ethic Inc. | 7,384 | $3.12M | 0.05% | −2,921−28.3% | Reduced |
| Prudential PLC | 7,529 | $3.18M | 0.03% | +5,300+237.8% | Added |
| Vestmark Advisory Solutions, Inc. | 7,579 | $3.20M | 0.04% | +6,072+402.9% | Added |
| Bellwether Advisors, LLC | 7,634 | $3.22M | 0.51% | −3,288−30.1% | Reduced |
| Chicago Capital, LLC | 7,639 | $3.22M | 0.08% | −259−3.3% | Reduced |
| EFG International AG | 7,719 | $3.26M | 0.06% | +7,719 | New |
| Scopia Capital Management LP | 7,772 | $3.28M | 0.69% | 00.0% | Unchanged |
| Calamos Advisors LLC | 7,805 | $3.29M | 0.01% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 7,812 | $3.30M | 0.06% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 7,838 | $3.31M | 1.67% | −1,888−19.4% | Reduced |
| Thrivent Financial for Lutherans | 7,928 | $3.37M | 0.01% | +4,676+143.8% | Added |
| Maytus Capital Management, LLC | 8,000 | $3.38M | 0.80% | +8,000 | New |
| Hartford Investment Management Co | 8,158 | $3.44M | 0.10% | +8,158 | New |
| Kentucky Retirement Systems | 8,287 | $3.50M | 0.09% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 8,311 | $3.51M | 0.10% | −3,450−29.3% | Reduced |
| GatePass Capital, LLC | 8,710 | $3.68M | 1.90% | +206+2.4% | Added |
| Intech Investment Management LLC | 8,818 | $3.72M | 0.03% | +1,588+22.0% | Added |
| Point72 Asset Management, L.P. | 8,822 | $3.72M | 0.01% | −542,851−98.4% | Reduced |
| Polen Capital Management LLC | 8,974 | $3.79M | 0.02% | −1,482−14.2% | Reduced |
| Candriam Luxembourg S.C.A. | 9,226 | $3.89M | 0.02% | −297−3.1% | Reduced |
| Estate Counselors, LLC | 9,553 | $4.03M | 0.34% | +9,553 | New |
| Omers Administration Corp | 9,623 | $4.06M | 0.03% | +768+8.7% | Added |
| Verition Fund Management LLC | 9,645 | $4.07M | 0.02% | −12,411−56.3% | Reduced |
| Allstate Corp | 9,781 | $4.13M | 0.06% | +5,493+128.1% | Added |
| Gabelli Funds LLC | 10,000 | $4.22M | 0.03% | +10,000 | New |
| Virtu Financial LLC | 10,084 | $4.26M | 0.16% | +10,084 | New |
| ASR Vermogensbeheer N.V. | 10,102 | $4.26M | 0.05% | −99−1.0% | Reduced |
| Concurrent Investment Advisors, LLC | 10,202 | $4.31M | 0.05% | +178+1.8% | Added |
| Allianz Asset Management GmbH | 10,397 | $4.39M | 0.01% | −43,699−80.8% | Reduced |
| Dba Trading, LLC | 10,500 | $4.43M | 4.42% | +10,500 | New |
| Great Valley Advisor Group, Inc. | 10,709 | $4.52M | 0.09% | +139+1.3% | Added |
| Commerce Bank | 10,761 | $4.54M | 0.03% | +6,020+127.0% | Added |
| Mizuho Securities USA LLC | 10,297 | $4.64M | 0.08% | +10,297 | New |
| Teachers Retirement System of the State of Kentucky | 11,000 | $4.64M | 0.03% | +11,000 | New |
| Geometric Wealth Advisors | 11,004 | $4.64M | 0.60% | −2,927−21.0% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 11,048 | $4.66M | 0.07% | +11,048 | New |
| Avanza Fonder AB | 11,058 | $4.67M | 0.12% | −1,283−10.4% | Reduced |
| Metavasi Capital LP | 11,105 | $4.69M | 2.06% | −21,405−65.8% | Reduced |
| Pacer Advisors, Inc. | 11,300 | $4.77M | 0.01% | +10,973+3,355.7% | Added |
| Investment Management Corp of Ontario | 11,576 | $4.89M | 0.07% | +5,869+102.8% | Added |
| Public Employees Retirement Association of Colorado | 11,649 | $4.92M | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 11,858 | $5.00M | 0.06% | +1,736+17.2% | Added |
| Truist Financial Corp | 12,069 | $5.09M | 0.01% | +3,554+41.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,600 | $5.32M | 0.05% | +12,600 | New |
| Swiss Life Asset Management Ltd | 12,601 | $5.32M | 0.03% | −9,195−42.2% | Reduced |
| Penserra Capital Management LLC | 12,841 | $5.42M | 0.06% | +154+1.2% | Added |
| Independent Advisor Alliance | 12,959 | $5.47M | 0.13% | +1,477+12.9% | Added |
| Squarepoint Ops LLC | 13,069 | $5.52M | 0.01% | −346,064−96.4% | Reduced |
| Motley Fool Asset Management LLC | 13,181 | $5.56M | 0.22% | +3,659+38.4% | Added |
| Jane Street Group, LLC | 13,235 | $5.59M | 0.01% | −225,434−94.5% | Reduced |
| Nemes Rush Group LLC | 13,268 | $5.60M | 0.53% | +224+1.7% | Added |
| Robeco Institutional Asset Management B.V. | 13,392 | $5.65M | 0.01% | +742+5.9% | Added |
| Comerica Bank | 13,413 | $5.66M | 0.02% | +10,506+361.4% | Added |
| Navellier & Associates Inc | 13,688 | $5.78M | 0.65% | −1,348−9.0% | Reduced |
| Boothbay Fund Management, LLC | 13,931 | $5.88M | 0.15% | +10,559+313.1% | Added |
| Ieq Capital, LLC | 13,955 | $5.89M | 0.02% | +13,955 | New |
| State of Alaska, Department of Revenue | 14,050 | $5.93M | 0.06% | +14,050 | New |
| Clearbridge Investments, LLC | 14,145 | $5.97M | 0.00% | +24+0.2% | Added |
| Janus Henderson Group PLC | 14,294 | $6.03M | 0.00% | +4,531+46.4% | Added |
| RH Tailwind Management, LLC | 14,500 | $6.12M | 6.16% | +14,500 | New |
| Yousif Capital Management, LLC | 13,863 | $6.13M | 0.07% | +12,142+705.5% | Added |
| Macquarie Group Ltd | 14,628 | $6.17M | 0.03% | −11,513−44.0% | Reduced |
| Landscape Capital Management, L.L.C. | 14,802 | $6.25M | 0.42% | +8,213+124.6% | Added |
| Morgens Waterfall Vintiadis & Co Inc | 15,000 | $6.33M | 4.64% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,116 | $6.38M | 0.01% | −21,794−59.0% | Reduced |
| Stifel Financial Corp | 15,168 | $6.40M | 0.01% | +78+0.5% | Added |
| O'Shaughnessy Asset Management, LLC | 15,173 | $6.40M | 0.04% | +525+3.6% | Added |
| Mutual of America Capital Management LLC | 15,181 | $6.41M | 0.07% | +15,181 | New |
| BloombergSen Inc. | 15,208 | $6.42M | 0.68% | 00.0% | Unchanged |
| Colony Group, LLC | 15,596 | $6.58M | 0.01% | +15,596 | New |
| Oregon Public Employees Retirement Fund | 16,200 | $6.84M | 0.09% | +16,200 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,217 | $6.88M | 0.01% | +7,082+77.5% | Added |
| Nissay Asset Management Corp | 16,590 | $7.00M | 0.04% | +1,075+6.9% | Added |
| Zacks Investment Management | 16,625 | $7.02M | 0.06% | −171−1.0% | Reduced |
| Ci Investments Inc. | 16,835 | $7.10M | 0.03% | +16,370+3,520.4% | Added |
| JustInvest LLC | 16,855 | $7.11M | 0.07% | +1,233+7.9% | Added |
| Nisa Investment Advisors, LLC | 16,890 | $7.13M | 0.02% | +3,641+27.5% | Added |
| NEOS Investment Management LLC | 17,284 | $7.29M | 0.04% | +17,284 | New |