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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 409,801 | $172.9M | 0.03% | +154,437+60.5% | Added |
| Manufacturers Life Insurance Company, The | 416,823 | $178.4M | 0.15% | +137,037+49.0% | Added |
| Arrowstreet Capital, Limited Partnership | 435,471 | $183.8M | 0.11% | −138,120−24.1% | Reduced |
| Nuveen, LLC | 458,545 | $193.5M | 0.05% | +63,399+16.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 461,874 | $194.9M | 2.09% | +244,322+112.3% | Added |
| First Trust Advisors LP | 474,847 | $200.4M | 0.15% | −26,987−5.4% | Reduced |
| Amundi | 497,140 | $209.8M | 0.06% | −330,466−39.9% | Reduced |
| Raymond James Financial Inc | 521,380 | $223.0M | 0.07% | −46,690−8.2% | Reduced |
| Dimensional Fund Advisors LP | 547,689 | $231.2M | 0.05% | −1340.0% | Reduced |
| Massachusetts Institute of Technology | 578,300 | $244.1M | 32.40% | +376+0.1% | Added |
| Lord, Abbett & Co. LLC | 603,583 | $254.7M | 0.78% | −77,083−11.3% | Reduced |
| Goldman Sachs Group Inc | 619,932 | $261.6M | 0.04% | +213,542+52.5% | Added |
| Sachem Head Capital Management LP | 625,000 | $263.8M | 6.18% | +625,000 | New |
| Legal & General Group Plc | 654,019 | $276.0M | 0.06% | +68,174+11.6% | Added |
| National Philanthropic Trust | 657,103 | $277.3M | 2.74% | +4,292+0.7% | Added |
| UBS Group AG | 660,079 | $278.6M | 0.06% | +458,438+227.4% | Added |
| Bank of New York Mellon Corp | 693,572 | $292.7M | 0.05% | +311,833+81.7% | Added |
| Castle Hook Partners LP | 695,090 | $293.3M | 4.22% | −657,176−48.6% | Reduced |
| Goodnow Investment Group, LLC | 710,091 | $299.7M | 27.96% | +58,828+9.0% | Added |
| Bank of America Corp | 713,170 | $301.0M | 0.02% | +104,875+17.2% | Added |
| UBS Asset Management Americas Inc | 748,658 | $315.9M | 0.07% | +133,483+21.7% | Added |
| Wells Fargo & Company | 788,695 | $332.8M | 0.07% | −7,184−0.9% | Reduced |
| Massachusetts Financial Services Co | 817,775 | $345.1M | 0.11% | +180,313+28.3% | Added |
| Durable Capital Partners LP | 925,045 | $390.4M | 3.69% | +32,568+3.6% | Added |
| Franklin Resources Inc | 929,710 | $392.4M | 0.10% | +434,328+87.7% | Added |
| Norges Bank | 977,057 | $412.3M | 0.04% | +977,057 | New |
| Dragoneer Investment Group, LLC | 979,460 | $413.4M | 9.01% | +300,539+44.3% | Added |
| Charles Schwab Investment Management Inc | 1,002,364 | $423.0M | 0.07% | +363,639+56.9% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,061,533 | $448.0M | 1.19% | −1,039,708−49.5% | Reduced |
| Whale Rock Capital Management LLC | 1,070,802 | $451.9M | 5.78% | +503,091+88.6% | Added |
| Northern Trust Corp | 1,188,994 | $501.8M | 0.06% | +386,037+48.1% | Added |
| Capital World Investors | 1,278,944 | $539.7M | 0.07% | +472,701+58.6% | Added |
| Renaissance Technologies LLC | 1,407,398 | $594.0M | 0.92% | +394,286+38.9% | Added |
| KPS Global Asset Management UK Ltd | 1,500,000 | $633.0M | 77.46% | 00.0% | Unchanged |
| Morgan Stanley | 1,526,517 | $644.2M | 0.04% | +200,063+15.1% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,779,328 | $750.9M | 5.52% | +14,037+0.8% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 1,958,229 | $826.4M | 2.07% | −44,979−2.2% | Reduced |
| Invesco Ltd. | 1,977,138 | $834.4M | 0.08% | +532,120+36.8% | Added |
| Spruce House Investment Management LLC | 2,275,000 | $960.1M | 27.84% | −1,334,288−37.0% | Reduced |
| Sands Capital Management, LLC | 2,442,534 | $1.03B | 3.14% | +751,019+44.4% | Added |
| Exor Capital LLP | 2,855,140 | $1.20B | 21.25% | −238,396−7.7% | Reduced |
| Geode Capital Management, LLC | 3,880,711 | $1.63B | 0.10% | +1,382,852+55.4% | Added |
| Greenoaks Capital Partners LLC | 4,235,613 | $1.79B | 59.96% | −1,028,306−19.5% | Reduced |
| CAS Investment Partners, LLC | 4,610,200 | $1.95B | 83.25% | −279,474−5.7% | Reduced |
| Capital Research Global Investors | 5,700,953 | $2.41B | 0.44% | +1,711,144+42.9% | Added |
| State Street Corp | 5,714,779 | $2.41B | 0.08% | +2,764,759+93.7% | Added |
| FMR LLC | 5,961,989 | $2.52B | 0.13% | +247,649+4.3% | Added |
| JPMorgan Chase & Co | 6,130,229 | $2.59B | 0.17% | −261,406−4.1% | Reduced |
| BlackRock, Inc. | 11,717,838 | $4.95B | 0.08% | +1,900,552+19.4% | Added |
| Vanguard Group Inc | 16,783,101 | $7.08B | 0.10% | +3,328,115+24.7% | Added |
| Price T Rowe Associates Inc | 17,726,838 | $7.48B | 0.81% | +1,407,762+8.6% | Added |
| Alaethes Wealth LLC | 5 | – | – | +5 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −542,546−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −484,757−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −281,900−100.0% | Sold out |
| Soma Equity Partners LP | 0 | $0 | 0.00% | −177,786−100.0% | Sold out |
| Contour Asset Management LLC | 0 | $0 | 0.00% | −108,201−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −97,915−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −92,515−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −90,202−100.0% | Sold out |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −56,281−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −52,128−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −49,688−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −46,257−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −40,319−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −36,157−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −35,887−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −35,495−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −32,436−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −28,939−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −27,602−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −22,886−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −21,060−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −17,996−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −14,229−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Newlands Management Operations LLC | 0 | $0 | 0.00% | −13,985−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −13,729−100.0% | Sold out |
| Candelo Capital Management LP | 0 | $0 | 0.00% | −11,375−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −8,957−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,935−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,899−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,521−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −7,110−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,609−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −5,598−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −5,255−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −4,641−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,260−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,049−100.0% | Sold out |