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 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 17,429 | $7.36M | 0.02% | +17,429 | New |
| Rafferty Asset Management, LLC | 17,630 | $7.44M | 0.03% | +11,256+176.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,715 | $7.48M | 0.07% | +98+0.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,832 | $7.53M | 0.06% | +6,035+51.2% | Added |
| Pathstone Holdings, LLC | 18,023 | $7.61M | 0.03% | +6,529+56.8% | Added |
| M&T Bank Corp | 18,033 | $7.61M | 0.02% | +1,771+10.9% | Added |
| GWM Advisors LLC | 18,250 | $7.70M | 0.03% | +2,326+14.6% | Added |
| Rakuten Investment Management, Inc. | 18,170 | $7.88M | 0.03% | +9,403+107.3% | Added |
| Private Advisor Group, LLC | 18,989 | $8.01M | 0.04% | −3,433−15.3% | Reduced |
| Mediolanum International Funds Ltd | 18,668 | $8.02M | 0.08% | +7,618+68.9% | Added |
| New York Life Investment Management LLC | 19,337 | $8.16M | 0.07% | +19,337 | New |
| Public Sector Pension Investment Board | 19,600 | $8.27M | 0.03% | +19,600 | New |
| Van Eck Associates Corp | 20,078 | $8.47M | 0.01% | +1,404+7.5% | Added |
| Bank of Nova Scotia | 20,459 | $8.63M | 0.01% | +15,028+276.7% | Added |
| MML Investors Services, LLC | 20,498 | $8.65M | 0.02% | +2,288+12.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 20,726 | $8.75M | 0.07% | −581−2.7% | Reduced |
| Mackenzie Financial Corp | 20,516 | $8.80M | 0.01% | +10,128+97.5% | Added |
| Susquehanna International Group, LLP | 21,265 | $8.97M | 0.01% | −122,879−85.2% | Reduced |
| Assetmark, Inc | 21,511 | $9.08M | 0.02% | +17,525+439.7% | Added |
| Silvant Capital Management LLC | 21,629 | $9.13M | 0.31% | +3,040+16.4% | Added |
| PCJ Investment Counsel Ltd. | 21,900 | $9.24M | 2.29% | −2,400−9.9% | Reduced |
| Utah Retirement Systems | 21,977 | $9.27M | 0.09% | +155+0.7% | Added |
| Daiwa Securities Group Inc. | 21,987 | $9.28M | 0.03% | +9,247+72.6% | Added |
| OP Asset Management Ltd | 23,177 | $9.78M | 0.12% | +5,801+33.4% | Added |
| British Columbia Investment Management Corp | 23,276 | $9.82M | 0.05% | +5,812+33.3% | Added |
| Wealth High Governance Capital Ltda | 23,359 | $9.86M | 2.89% | +11,359+94.7% | Added |
| BW Gestao de Investimentos Ltda. | 23,359 | $9.86M | 0.35% | +15,359+192.0% | Added |
| Picton Mahoney Asset Management | 23,616 | $9.97M | 0.11% | +7,125+43.2% | Added |
| AQR Capital Management LLC | 24,573 | $10.4M | 0.01% | −19,354−44.1% | Reduced |
| Moore Capital Management, LP | 24,656 | $10.4M | 0.21% | −145,251−85.5% | Reduced |
| PDT Partners, LLC | 24,928 | $10.5M | 0.68% | −5,849−19.0% | Reduced |
| DnB Asset Management AS | 25,174 | $10.6M | 0.04% | +2,017+8.7% | Added |
| IFM Investors Pty Ltd | 25,518 | $10.8M | 0.09% | +1,803+7.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 25,716 | $10.9M | 0.04% | +757+3.0% | Added |
| Man Group plc | 25,820 | $10.9M | 0.02% | −113,129−81.4% | Reduced |
| Illinois Municipal Retirement Fund | 25,922 | $10.9M | 0.14% | −1,196−4.4% | Reduced |
| USS Investment Management Ltd | 26,118 | $11.0M | 0.05% | +891+3.5% | Added |
| Marshall Wace, LLP | 26,194 | $11.1M | 0.01% | −171,866−86.8% | Reduced |
| Loup Funds, LLC | 26,879 | $11.3M | 3.30% | +13,994+108.6% | Added |
| Wealthfront Advisers LLC | 27,360 | $11.5M | 0.03% | +3,888+16.6% | Added |
| Creative Planning | 27,566 | $11.6M | 0.01% | +7,613+38.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,820 | $11.7M | 0.10% | +720+2.7% | Added |
| Forsta Ap-Fonden | 27,860 | $11.8M | 0.07% | +1,560+5.9% | Added |
| SCHF (Gpe), LLC | 28,818 | $12.2M | 1.55% | +28,818 | New |
| Mirae Asset Global Investments Co., Ltd. | 29,054 | $12.3M | 0.03% | +21,201+270.0% | Added |
| Ensign Peak Advisors, Inc | 29,170 | $12.3M | 0.02% | −18,738−39.1% | Reduced |
| QVT Financial LP | 30,000 | $12.7M | 1.20% | +30,000 | New |
| CIBC World Markets Corp | 30,080 | $12.7M | 0.06% | +30,080 | New |
| Retirement Systems of Alabama | 30,084 | $12.7M | 0.04% | +30,084 | New |
| Woodline Partners LP | 30,281 | $12.8M | 0.05% | +25,283+505.9% | Added |
| Cetera Investment Advisers | 30,360 | $12.8M | 0.01% | −1,841−5.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 31,145 | $13.1M | 0.07% | +3,763+13.7% | Added |
| Amalgamated Bank | 31,155 | $13.1M | 0.09% | +20,511+192.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,874 | $13.2M | 0.12% | +656+2.2% | Added |
| Citadel Advisors LLC | 31,511 | $13.3M | 0.01% | +9,982+46.4% | Added |
| Advisor Group Holdings, Inc. | 31,695 | $13.4M | 0.02% | −3,312−9.5% | Reduced |
| Flight Deck Capital, LP | 31,860 | $13.4M | 11.47% | +13,560+74.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,896 | $13.9M | 0.07% | +32,896 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 32,922 | $13.9M | 0.02% | +10,380+46.0% | Added |
| CIBC Asset Management Inc | 32,947 | $13.9M | 0.03% | +27,634+520.1% | Added |
| Xponance, Inc. | 33,565 | $14.2M | 0.11% | +7,148+27.1% | Added |
| Standard Life Aberdeen plc | 33,673 | $14.2M | 0.02% | +7,427+28.3% | Added |
| STRS Ohio | 34,838 | $14.7M | 0.05% | −2,918−7.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,899 | $15.2M | 0.03% | +5,512+18.1% | Added |
| Arizona State Retirement System | 36,218 | $15.3M | 0.08% | +163+0.5% | Added |
| Caisse de Depot Et Placement du Quebec | 36,578 | $15.4M | 0.03% | +19,850+118.7% | Added |
| Wealth High Governance Asset Management Ltda. | 36,641 | $15.5M | 2.76% | +36,641 | New |
| ProShare Advisors LLC | 36,874 | $15.6M | 0.03% | +25,681+229.4% | Added |
| State of Michigan Retirement System | 37,000 | $15.6M | 0.08% | +37,000 | New |
| Czech National Bank | 37,261 | $15.7M | 0.10% | +37,261 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 37,990 | $16.0M | 0.04% | −101,748−72.8% | Reduced |
| Rivermont Capital Management LP | 38,290 | $16.2M | 3.84% | +38,290 | New |
| Blair William & Co | 38,313 | $16.2M | 0.04% | −221−0.6% | Reduced |
| Quantitative Investment Management, LLC | 38,322 | $16.2M | 1.57% | +38,322 | New |
| Resona Asset Management Co.,Ltd. | 39,169 | $16.6M | 0.08% | +2,098+5.7% | Added |
| Nishkama Capital, LLC | 39,833 | $16.8M | 2.27% | −48,427−54.9% | Reduced |
| MetLife Investment Management | 40,320 | $17.0M | 0.08% | +31,869+377.1% | Added |
| Quantinno Capital Management LP | 41,366 | $17.5M | 0.04% | +6,652+19.2% | Added |
| Coronation Fund Managers Ltd. | 42,860 | $18.1M | 0.81% | +42,860 | New |
| Victory Capital Management Inc | 42,916 | $18.1M | 0.01% | +1,812+4.4% | Added |
| Nomura Asset Management Co Ltd | 44,058 | $18.6M | 0.05% | +7,094+19.2% | Added |
| Dream Peak Capital Ltd | 44,353 | $18.7M | 2.91% | +44,353 | New |
| State of Tennessee, Treasury Department | 46,819 | $18.8M | 0.06% | +46,819 | New |
| Alpine Global Management, LLC | 44,604 | $18.8M | 4.19% | +43,383+3,553.1% | Added |
| State of New Jersey Common Pension Fund D | 45,048 | $19.0M | 0.07% | +2,383+5.6% | Added |
| Alta Park Capital, LP | 45,412 | $19.2M | 2.31% | −14,892−24.7% | Reduced |
| Toronto Dominion Bank | 46,042 | $19.4M | 0.03% | +26,036+130.1% | Added |
| Mn Services Vermogensbeheer B.V. | 47,018 | $19.8M | 0.12% | +1,318+2.9% | Added |
| KLP Kapitalforvaltning AS | 47,280 | $20.0M | 0.08% | +3,080+7.0% | Added |
| Maplelane Capital, LLC | 48,000 | $20.3M | 1.15% | −147,000−75.4% | Reduced |
| Gotham Asset Management, LLC | 51,002 | $21.5M | 0.08% | −343−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 51,759 | $21.8M | 0.05% | +1,957+3.9% | Added |
| Jefferies Financial Group Inc. | 53,633 | $22.6M | 0.19% | +50,672+1,711.3% | Added |
| UniSuper Management Pty Ltd | 53,800 | $22.7M | 0.14% | +9,800+22.3% | Added |
| Public Employees Retirement System of Ohio | 54,554 | $23.0M | 0.07% | +498+0.9% | Added |
| PFA Pension, Forsikringsaktieselskab | 55,140 | $23.7M | 0.07% | +55,140 | New |
| Treasurer of the State of North Carolina | 56,644 | $23.9M | 0.08% | −2,701−4.6% | Reduced |
| Asset Management One Co.,Ltd. | 55,353 | $24.0M | 0.07% | +10,169+22.5% | Added |
| Royal London Asset Management Ltd | 57,805 | $24.4M | 0.05% | −293−0.5% | Reduced |
| Pictet Asset Management Holding SA | 57,824 | $24.4M | 0.02% | +7,983+16.0% | Added |