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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.

Institutional holdersQ4 2025: 852 institutions
Q1 2021: 435 institutionsQ2 2021: 441 institutionsQ3 2021: 442 institutionsQ4 2021: 422 institutionsQ1 2022: 382 institutionsQ2 2022: 308 institutionsQ3 2022: 272 institutionsQ4 2022: 224 institutionsQ1 2023: 215 institutionsQ2 2023: 246 institutionsQ3 2023: 257 institutionsQ4 2023: 292 institutionsQ1 2024: 334 institutionsQ2 2024: 411 institutionsQ3 2024: 489 institutionsQ4 2024: 586 institutionsQ1 2025: 613 institutionsQ2 2025: 741 institutionsQ3 2025: 775 institutionsQ4 2025: 852 institutionsQ1 2026: 781 institutionsQ2 2026: 820 institutions
Value heldQ4 2025: $61.7B
Q1 2021: $24.6BQ2 2021: $28.5BQ3 2021: $29.2BQ4 2021: $24.3BQ1 2022: $12.7BQ2 2022: $2.79BQ3 2022: $2.57BQ4 2022: $587.4MQ1 2023: $1.09BQ2 2023: $2.82BQ3 2023: $4.65BQ4 2023: $6.31BQ1 2024: $10.2BQ2 2024: $15.0BQ3 2024: $20.8BQ4 2024: $25.5BQ1 2025: $25.8BQ2 2025: $44.6BQ3 2025: $51.3BQ4 2025: $61.7BQ1 2026: $47.3BQ2 2026: $48.6B
Institutions holding CVNA and their total value by quarter
QuarterHoldersValue
Q2 2026820$48.6B
Q1 2026781$47.3B
Q4 2025852$61.7B
Q3 2025775$51.3B
Q2 2025741$44.6B
Q1 2025613$25.8B
Q4 2024586$25.5B
Q3 2024489$20.8B
Q2 2024411$15.0B
Q1 2024334$10.2B
Q4 2023292$6.31B
Q3 2023257$4.65B
Q2 2023246$2.82B
Q1 2023215$1.09B
Q4 2022224$587.4M
Q3 2022272$2.57B
Q2 2022308$2.79B
Q1 2022382$12.7B
Q4 2021422$24.3B
Q3 2021442$29.2B
Q2 2021441$28.5B
Q1 2021435$24.6B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q3 2025.

Institutions holding CVNA in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Polianta Ltd0$00.00%−3,600−100.0%Sold out
O'Neil Global Advisors, Inc.0$00.00%−3,543−100.0%Sold out
Absoluto Partners Gestao de Recursos Ltda0$00.00%−3,491−100.0%Sold out
Private Advisory Group LLC0$00.00%−3,379−100.0%Sold out
CIBC World Markets Inc.0$00.00%−3,172−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−2,906−100.0%Sold out
Generali Asset Management SPA SGR0$00.00%−2,774−100.0%Sold out
Pinkerton Retirement Specialists, LLC0$00.00%−2,648−100.0%Sold out
Kingdon Capital Management, L.L.C.0$00.00%−2,500−100.0%Sold out
Wall Street Access Asset Management, LLC0$00.00%−2,500−100.0%Sold out
Hampton Road Capital Management LP0$00.00%−2,500−100.0%Sold out
Financiere des Professionnels - Fonds d,investissement inc.0$00.00%−2,469−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−2,180−100.0%Sold out
Caisse des Depots Et Consignations0$00.00%−2,110−100.0%Sold out
Baader Bank INC0$00.00%−2,147−100.0%Sold out
Hollencrest Capital Management0$00.00%−1,838−100.0%Sold out
Florida Financial Advisors, LLC0$00.00%−1,812−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−1,748−100.0%Sold out
Sheets Smith Wealth Management0$00.00%−1,652−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−1,623−100.0%Sold out
Pitcairn Co0$00.00%−1,495−100.0%Sold out
Versor Investments LP0$00.00%−1,410−100.0%Sold out
Ossiam0$00.00%−1,405−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−1,291−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−1,203−100.0%Sold out
Warren Street Wealth Advisors, LLC0$00.00%−1,173−100.0%Sold out
Asahi Life Asset Management Co., Ltd.0$00.00%−1,085−100.0%Sold out
State of Wyoming0$00.00%−1,085−100.0%Sold out
Arista Wealth Management, LLC0$00.00%−1,052−100.0%Sold out
Left Brain Wealth Management, LLC0$00.00%−1,025−100.0%Sold out
Knollwood Investment Advisory, LLC0$00.00%−966−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−955−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−854−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−826−100.0%Sold out
Brookwood Investment Group LLC0$00.00%−791−100.0%Sold out
Consolidated Portfolio Review Corp0$00.00%−788−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−770−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−724−100.0%Sold out
Main Street Financial Solutions, LLC0$00.00%−651−100.0%Sold out
Caerus Investment Advisors, LLC0$00.00%−643−100.0%Sold out
Volterra Technologies LP0$00.00%−640−100.0%Sold out
Seven Mile Advisory0$00.00%−636−100.0%Sold out
CVFG LLC0$00.00%−613−100.0%Sold out
Sherman Porfolios, LLC0$00.00%−597−100.0%Sold out
Mutual Advisors, LLC0$00.00%−630−100.0%Sold out
Twinbeech Capital LP0$00.00%−550−100.0%Sold out
C M Bidwell & Associates Ltd0$00.00%−352−100.0%Sold out
Fourth Dimension Wealth, LLC0$00.00%−100−100.0%Sold out
Washington Trust Advisors, Inc.0$00.00%−99−100.0%Sold out
Logan Capital Management Inc0$00.00%−39−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−32−100.0%Sold out
GPS Wealth Strategies Group, LLC0$00.00%−18−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−14−100.0%Sold out
Winthrop Capital Management, LLC0$00.00%−7−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−7−100.0%Sold out
Heartwood Wealth Advisors LLC0$00.00%−6−100.0%Sold out
Rise Advisors, LLC0$00.00%−5−100.0%Sold out
Mather Group, LLC.0$00.00%−4−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−3−100.0%Sold out
Frazier Financial Advisors, LLC0$00.00%−2−100.0%Sold out
PEAK6 LLC0$00.00%−2−100.0%Sold out
Breakwater Investment Management0$00.00%−1−100.0%Sold out
Sunbelt Securities, Inc.0$00.00%−1−100.0%Sold out
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Point72 (DIFC) Ltd––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Sheets Smith Investment Management––––Not filed
AXA Investment Managers S.A.––––Not filed
Bryce Point Capital, LLC––––Not filed
Hemington Wealth Management––––Not filed
Shell Asset Management Co––––Not filed
Pinebridge Investments, L.P.––––Not filed
Point72 Europe (London) LLP––––Not filed
Synovus Financial Corp––––Not filed
Binnacle Investments Inc––––Not filed
Guerra Advisors Inc––––Not filed