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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 59,284 | $25.0M | 0.07% | −6,641−10.1% | Reduced |
| APG Asset Management N.V. | 70,400 | $25.3M | 0.07% | +70,400 | New |
| LMR Partners LLP | 60,000 | $25.3M | 0.24% | +989+1.7% | Added |
| Danske Bank A/S | 60,212 | $25.4M | 0.06% | +10,160+20.3% | Added |
| Schroder Investment Management Group | 62,347 | $26.8M | 0.02% | +40,656+187.4% | Added |
| State of Wisconsin Investment Board | 68,111 | $28.7M | 0.06% | +4,240+6.6% | Added |
| Prudential Financial Inc | 67,690 | $28.9M | 0.03% | +34,842+106.1% | Added |
| D. E. Shaw & Co., Inc. | 68,708 | $29.0M | 0.02% | −1,161,805−94.4% | Reduced |
| Ardmore Road Asset Management LP | 68,721 | $29.0M | 2.20% | −21,279−23.6% | Reduced |
| New York State Common Retirement Fund | 69,874 | $29.5M | 0.04% | −27,302−28.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 71,712 | $30.3M | 0.08% | +71,712 | New |
| Swedbank AB | 79,390 | $33.5M | 0.03% | +2,706+3.5% | Added |
| Korea Investment CORP | 79,662 | $33.6M | 0.07% | +3,569+4.7% | Added |
| Anabranch Capital Management, LP | 82,028 | $34.6M | 23.26% | −28,413−25.7% | Reduced |
| Credit Agricole S A | 83,256 | $35.1M | 0.10% | +79,225+1,965.4% | Added |
| Gavilan Investment Partners LLC | 86,000 | $36.3M | 8.72% | +17,000+24.6% | Added |
| Steadfast Capital Management LP | 87,958 | $37.1M | 0.65% | −33,733−27.7% | Reduced |
| Bank of Montreal | 90,783 | $38.3M | 0.02% | +55,277+155.7% | Added |
| Electron Capital Partners, LLC | 90,864 | $38.3M | 1.78% | +90,864 | New |
| Amanah Holdings Trust | 91,462 | $38.6M | 5.65% | 00.0% | Unchanged |
| Brightlight Capital Management LP | 92,800 | $39.2M | 27.84% | −20,400−18.0% | Reduced |
| Handelsbanken Fonder AB | 92,824 | $39.2M | 0.12% | +3,608+4.0% | Added |
| LPL Financial LLC | 93,398 | $39.4M | 0.01% | +11,495+14.0% | Added |
| National Bank of Canada | 95,938 | $40.5M | 0.04% | +94,847+8,693.6% | Added |
| Mirabella Financial Services LLP | 96,199 | $40.6M | 3.91% | +1,139+1.2% | Added |
| T. Rowe Price Investment Management, Inc. | 96,682 | $40.8M | 0.03% | −107,634−52.7% | Reduced |
| Worldquant Millennium Advisors LLC | 97,913 | $41.3M | 0.16% | +78,391+401.6% | Added |
| Great West Life Assurance Co | 100,984 | $42.7M | 0.07% | −32,427−24.3% | Reduced |
| New York State Teachers Retirement System | 102,214 | $43.1M | 0.08% | +102,214 | New |
| SEI Investments Co | 103,240 | $43.6M | 0.04% | −139,753−57.5% | Reduced |
| Russell Investments Group, Ltd. | 107,362 | $45.4M | 0.05% | +8,326+8.4% | Added |
| Ameriprise Financial Inc | 108,893 | $46.0M | 0.01% | −15,316−12.3% | Reduced |
| Aviva PLC | 109,481 | $46.2M | 0.08% | +12,743+13.2% | Added |
| Envestnet Asset Management Inc | 113,964 | $48.1M | 0.01% | −7,504−6.2% | Reduced |
| Voya Investment Management LLC | 116,716 | $49.3M | 0.05% | +11,106+10.5% | Added |
| State Board of Administration of Florida Retirement System | 118,102 | $49.8M | 0.09% | −1,859−1.5% | Reduced |
| Polar Capital Holdings Plc | 118,287 | $49.9M | 0.23% | −249,737−67.9% | Reduced |
| RDST Capital LLC | 122,262 | $51.6M | 4.86% | +15,057+14.0% | Added |
| Adage Capital Partners GP, L.L.C. | 127,700 | $53.9M | 0.08% | +127,700 | New |
| Davidson Kempner Capital Management LP | 131,750 | $55.6M | 0.81% | −20,000−13.2% | Reduced |
| Alyeska Investment Group, L.P. | 134,502 | $56.8M | 0.16% | −499,644−78.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 135,898 | $57.4M | 0.09% | −17,789−11.6% | Reduced |
| Nordea Investment Management AB | 137,930 | $58.6M | 0.05% | +1,815+1.3% | Added |
| Tremblant Capital Group | 141,135 | $59.6M | 1.52% | +141,135 | New |
| 683 Capital Management, LLC | 150,000 | $63.3M | 5.26% | 00.0% | Unchanged |
| 3G Capital Partners LP | 150,000 | $63.3M | 14.93% | +30,000+25.0% | Added |
| Kinetic Partners Management, LP | 150,199 | $63.4M | 3.08% | −74,960−33.3% | Reduced |
| Natixis Advisors, L.P. | 152,017 | $64.2M | 0.09% | +15,586+11.4% | Added |
| Principal Financial Group Inc | 155,858 | $65.8M | 0.03% | +150,575+2,850.2% | Added |
| Los Angeles Capital Management LLC | 219,680 | $67.0M | 0.23% | +52,435+31.4% | Added |
| Assenagon Asset Management S.A. | 165,764 | $70.0M | 0.11% | +106,186+178.2% | Added |
| Fred Alger Management, LLC | 169,480 | $71.5M | 0.28% | −15,301−8.3% | Reduced |
| TD Asset Management Inc | 171,735 | $72.5M | 0.06% | +37,924+28.3% | Added |
| Bessemer Group Inc | 173,048 | $73.0M | 0.11% | +70,905+69.4% | Added |
| Primecap Management Co | 177,025 | $74.7M | 0.06% | −10,300−5.5% | Reduced |
| Mane Global Capital Management LP | 178,693 | $75.4M | 4.13% | −100,536−36.0% | Reduced |
| Spyglass Capital Management LLC | 180,668 | $76.2M | 3.82% | +180,668 | New |
| Canada Pension Plan Investment Board | 184,978 | $78.1M | 0.05% | +21,347+13.0% | Added |
| Federated Hermes, Inc. | 196,082 | $82.8M | 0.14% | −69,839−26.3% | Reduced |
| KBC Group NV | 202,714 | $85.5M | 0.20% | −119,160−37.0% | Reduced |
| California State Teachers Retirement System | 203,894 | $86.0M | 0.09% | +11,184+5.8% | Added |
| Scge Management, L.P. | 208,000 | $87.8M | 2.00% | +57,000+37.7% | Added |
| Citigroup Inc | 210,305 | $88.8M | 0.06% | +15,673+8.1% | Added |
| General Equity Holdings LP | 212,096 | $89.5M | 55.93% | −47,906−18.4% | Reduced |
| Voloridge Investment Management, LLC | 212,744 | $89.8M | 0.32% | +105,178+97.8% | Added |
| Avala Global LP | 214,136 | $90.4M | 4.32% | +22,400+11.7% | Added |
| Allspring Global Investments Holdings, LLC | 229,533 | $91.9M | 0.15% | +35,654+18.4% | Added |
| Divisadero Street Capital Management, LP | 218,189 | $92.1M | 5.24% | +9,869+4.7% | Added |
| Alliancebernstein L.P. | 218,658 | $92.3M | 0.03% | +132,122+152.7% | Added |
| HSBC Holdings PLC | 221,727 | $93.7M | 0.05% | +156,430+239.6% | Added |
| Styrax Capital, LP | 225,272 | $95.1M | 7.28% | −81,729−26.6% | Reduced |
| Thrive Capital Management, LLC | 226,761 | $95.7M | 27.18% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 226,963 | $95.8M | 0.65% | −90,945−28.6% | Reduced |
| California Public Employees Retirement System | 238,696 | $100.7M | 0.06% | +6,301+2.7% | Added |
| No Street GP LP | 239,500 | $101.1M | 6.81% | −56,000−19.0% | Reduced |
| Holocene Advisors, LP | 250,000 | $105.5M | 0.22% | −456,457−64.6% | Reduced |
| Royal Bank of Canada | 250,037 | $105.5M | 0.02% | −14,658−5.5% | Reduced |
| Summit Partners Public Asset Management, LLC | 253,000 | $106.8M | 3.00% | +22,194+9.6% | Added |
| SG Americas Securities, LLC | 253,487 | $107.0M | 0.14% | +174,362+220.4% | Added |
| National Pension Service | 254,113 | $107.2M | 0.08% | +61,196+31.7% | Added |
| Senator Investment Group LP | 259,932 | $109.7M | 4.40% | −30,998−10.7% | Reduced |
| Barclays PLC | 261,063 | $110.2M | 0.04% | +152,567+140.6% | Added |
| Rhumbline Advisers | 266,523 | $112.5M | 0.09% | +92,579+53.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 287,964 | $115.3M | 0.08% | +175,229+155.4% | Added |
| Steadview Capital Management LLC | 286,575 | $120.9M | 22.77% | −22,985−7.4% | Reduced |
| Artisan Partners Limited Partnership | 290,142 | $122.4M | 0.19% | +290,142 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 291,725 | $123.1M | 0.07% | +13,692+4.9% | Added |
| Palestra Capital Management LLC | 292,552 | $123.5M | 4.39% | −73,390−20.1% | Reduced |
| RV Capital GmbH | 303,403 | $128.0M | 29.81% | −141,852−31.9% | Reduced |
| Two Sigma Advisers, LP | 309,275 | $130.5M | 0.25% | −476,560−60.6% | Reduced |
| 1832 Asset Management L.P. | 314,050 | $132.5M | 0.17% | −205,400−39.5% | Reduced |
| BNP Paribas Arbitrage, SA | 315,579 | $133.2M | 0.08% | +89,893+39.8% | Added |
| Deutsche Bank AG | 316,297 | $133.5M | 0.04% | +55,779+21.4% | Added |
| Par Capital Management Inc | 350,672 | $148.0M | 3.93% | −5,900−1.7% | Reduced |
| Neuberger Berman Group LLC | 359,005 | $151.5M | 0.11% | +52,503+17.1% | Added |
| Swiss National Bank | 359,460 | $151.7M | 0.09% | +9,160+2.6% | Added |
| Selkirk Management LLC | 365,220 | $154.1M | 40.76% | 00.0% | Unchanged |
| American Century Companies Inc | 371,356 | $156.7M | 0.08% | +849+0.2% | Added |
| North Peak Capital Management, LLC | 390,023 | $164.6M | 18.02% | −87,320−18.3% | Reduced |
| Two Sigma Investments, LP | 393,532 | $166.1M | 0.25% | +68,152+20.9% | Added |