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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 165,764 | $70.0M | 0.11% | +106,186+178.2% | Added |
| Los Angeles Capital Management LLC | 219,680 | $67.0M | 0.23% | +52,435+31.4% | Added |
| Principal Financial Group Inc | 155,858 | $65.8M | 0.03% | +150,575+2,850.2% | Added |
| Natixis Advisors, L.P. | 152,017 | $64.2M | 0.09% | +15,586+11.4% | Added |
| Kinetic Partners Management, LP | 150,199 | $63.4M | 3.08% | −74,960−33.3% | Reduced |
| 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 |
| Tremblant Capital Group | 141,135 | $59.6M | 1.52% | +141,135 | New |
| Nordea Investment Management AB | 137,930 | $58.6M | 0.05% | +1,815+1.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 135,898 | $57.4M | 0.09% | −17,789−11.6% | Reduced |
| Alyeska Investment Group, L.P. | 134,502 | $56.8M | 0.16% | −499,644−78.8% | Reduced |
| Davidson Kempner Capital Management LP | 131,750 | $55.6M | 0.81% | −20,000−13.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 127,700 | $53.9M | 0.08% | +127,700 | New |
| RDST Capital LLC | 122,262 | $51.6M | 4.86% | +15,057+14.0% | Added |
| Polar Capital Holdings Plc | 118,287 | $49.9M | 0.23% | −249,737−67.9% | Reduced |
| State Board of Administration of Florida Retirement System | 118,102 | $49.8M | 0.09% | −1,859−1.5% | Reduced |
| Voya Investment Management LLC | 116,716 | $49.3M | 0.05% | +11,106+10.5% | Added |
| Envestnet Asset Management Inc | 113,964 | $48.1M | 0.01% | −7,504−6.2% | Reduced |
| Aviva PLC | 109,481 | $46.2M | 0.08% | +12,743+13.2% | Added |
| Ameriprise Financial Inc | 108,893 | $46.0M | 0.01% | −15,316−12.3% | Reduced |
| Russell Investments Group, Ltd. | 107,362 | $45.4M | 0.05% | +8,326+8.4% | Added |
| SEI Investments Co | 103,240 | $43.6M | 0.04% | −139,753−57.5% | Reduced |
| New York State Teachers Retirement System | 102,214 | $43.1M | 0.08% | +102,214 | New |
| Great West Life Assurance Co | 100,984 | $42.7M | 0.07% | −32,427−24.3% | Reduced |
| Worldquant Millennium Advisors LLC | 97,913 | $41.3M | 0.16% | +78,391+401.6% | Added |
| T. Rowe Price Investment Management, Inc. | 96,682 | $40.8M | 0.03% | −107,634−52.7% | Reduced |
| Mirabella Financial Services LLP | 96,199 | $40.6M | 3.91% | +1,139+1.2% | Added |
| National Bank of Canada | 95,938 | $40.5M | 0.04% | +94,847+8,693.6% | Added |
| LPL Financial LLC | 93,398 | $39.4M | 0.01% | +11,495+14.0% | Added |
| Handelsbanken Fonder AB | 92,824 | $39.2M | 0.12% | +3,608+4.0% | Added |
| Brightlight Capital Management LP | 92,800 | $39.2M | 27.84% | −20,400−18.0% | Reduced |
| Amanah Holdings Trust | 91,462 | $38.6M | 5.65% | 00.0% | Unchanged |
| Electron Capital Partners, LLC | 90,864 | $38.3M | 1.78% | +90,864 | New |
| Bank of Montreal | 90,783 | $38.3M | 0.02% | +55,277+155.7% | Added |
| Steadfast Capital Management LP | 87,958 | $37.1M | 0.65% | −33,733−27.7% | Reduced |
| Gavilan Investment Partners LLC | 86,000 | $36.3M | 8.72% | +17,000+24.6% | Added |
| Credit Agricole S A | 83,256 | $35.1M | 0.10% | +79,225+1,965.4% | Added |
| Anabranch Capital Management, LP | 82,028 | $34.6M | 23.26% | −28,413−25.7% | Reduced |
| Korea Investment CORP | 79,662 | $33.6M | 0.07% | +3,569+4.7% | Added |
| Swedbank AB | 79,390 | $33.5M | 0.03% | +2,706+3.5% | Added |
| Chevy Chase Trust Holdings, Inc. | 71,712 | $30.3M | 0.08% | +71,712 | New |
| New York State Common Retirement Fund | 69,874 | $29.5M | 0.04% | −27,302−28.1% | Reduced |
| Ardmore Road Asset Management LP | 68,721 | $29.0M | 2.20% | −21,279−23.6% | Reduced |
| D. E. Shaw & Co., Inc. | 68,708 | $29.0M | 0.02% | −1,161,805−94.4% | Reduced |
| Prudential Financial Inc | 67,690 | $28.9M | 0.03% | +34,842+106.1% | Added |
| State of Wisconsin Investment Board | 68,111 | $28.7M | 0.06% | +4,240+6.6% | Added |
| Schroder Investment Management Group | 62,347 | $26.8M | 0.02% | +40,656+187.4% | Added |
| Danske Bank A/S | 60,212 | $25.4M | 0.06% | +10,160+20.3% | Added |
| LMR Partners LLP | 60,000 | $25.3M | 0.24% | +989+1.7% | Added |
| APG Asset Management N.V. | 70,400 | $25.3M | 0.07% | +70,400 | New |
| Storebrand Asset Management AS | 59,284 | $25.0M | 0.07% | −6,641−10.1% | Reduced |
| Pictet Asset Management Holding SA | 57,824 | $24.4M | 0.02% | +7,983+16.0% | Added |
| Royal London Asset Management Ltd | 57,805 | $24.4M | 0.05% | −293−0.5% | Reduced |
| Asset Management One Co.,Ltd. | 55,353 | $24.0M | 0.07% | +10,169+22.5% | Added |
| Treasurer of the State of North Carolina | 56,644 | $23.9M | 0.08% | −2,701−4.6% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 55,140 | $23.7M | 0.07% | +55,140 | New |
| Public Employees Retirement System of Ohio | 54,554 | $23.0M | 0.07% | +498+0.9% | Added |
| UniSuper Management Pty Ltd | 53,800 | $22.7M | 0.14% | +9,800+22.3% | Added |
| Jefferies Financial Group Inc. | 53,633 | $22.6M | 0.19% | +50,672+1,711.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 51,759 | $21.8M | 0.05% | +1,957+3.9% | Added |
| Gotham Asset Management, LLC | 51,002 | $21.5M | 0.08% | −343−0.7% | Reduced |
| Maplelane Capital, LLC | 48,000 | $20.3M | 1.15% | −147,000−75.4% | Reduced |
| KLP Kapitalforvaltning AS | 47,280 | $20.0M | 0.08% | +3,080+7.0% | Added |
| Mn Services Vermogensbeheer B.V. | 47,018 | $19.8M | 0.12% | +1,318+2.9% | Added |
| Toronto Dominion Bank | 46,042 | $19.4M | 0.03% | +26,036+130.1% | Added |
| Alta Park Capital, LP | 45,412 | $19.2M | 2.31% | −14,892−24.7% | Reduced |
| State of New Jersey Common Pension Fund D | 45,048 | $19.0M | 0.07% | +2,383+5.6% | Added |
| Alpine Global Management, LLC | 44,604 | $18.8M | 4.19% | +43,383+3,553.1% | Added |
| State of Tennessee, Treasury Department | 46,819 | $18.8M | 0.06% | +46,819 | New |
| Dream Peak Capital Ltd | 44,353 | $18.7M | 2.91% | +44,353 | New |
| Nomura Asset Management Co Ltd | 44,058 | $18.6M | 0.05% | +7,094+19.2% | Added |
| Victory Capital Management Inc | 42,916 | $18.1M | 0.01% | +1,812+4.4% | Added |
| Coronation Fund Managers Ltd. | 42,860 | $18.1M | 0.81% | +42,860 | New |
| Quantinno Capital Management LP | 41,366 | $17.5M | 0.04% | +6,652+19.2% | Added |
| MetLife Investment Management | 40,320 | $17.0M | 0.08% | +31,869+377.1% | Added |
| Nishkama Capital, LLC | 39,833 | $16.8M | 2.27% | −48,427−54.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 39,169 | $16.6M | 0.08% | +2,098+5.7% | Added |
| Quantitative Investment Management, LLC | 38,322 | $16.2M | 1.57% | +38,322 | New |
| Blair William & Co | 38,313 | $16.2M | 0.04% | −221−0.6% | Reduced |
| Rivermont Capital Management LP | 38,290 | $16.2M | 3.84% | +38,290 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 37,990 | $16.0M | 0.04% | −101,748−72.8% | Reduced |
| Czech National Bank | 37,261 | $15.7M | 0.10% | +37,261 | New |
| State of Michigan Retirement System | 37,000 | $15.6M | 0.08% | +37,000 | New |
| ProShare Advisors LLC | 36,874 | $15.6M | 0.03% | +25,681+229.4% | Added |
| Wealth High Governance Asset Management Ltda. | 36,641 | $15.5M | 2.76% | +36,641 | New |
| Caisse de Depot Et Placement du Quebec | 36,578 | $15.4M | 0.03% | +19,850+118.7% | Added |
| Arizona State Retirement System | 36,218 | $15.3M | 0.08% | +163+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 35,899 | $15.2M | 0.03% | +5,512+18.1% | Added |
| STRS Ohio | 34,838 | $14.7M | 0.05% | −2,918−7.7% | Reduced |
| Standard Life Aberdeen plc | 33,673 | $14.2M | 0.02% | +7,427+28.3% | Added |
| Xponance, Inc. | 33,565 | $14.2M | 0.11% | +7,148+27.1% | Added |
| CIBC Asset Management Inc | 32,947 | $13.9M | 0.03% | +27,634+520.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,922 | $13.9M | 0.02% | +10,380+46.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,896 | $13.9M | 0.07% | +32,896 | New |
| Flight Deck Capital, LP | 31,860 | $13.4M | 11.47% | +13,560+74.1% | Added |
| Advisor Group Holdings, Inc. | 31,695 | $13.4M | 0.02% | −3,312−9.5% | Reduced |
| Citadel Advisors LLC | 31,511 | $13.3M | 0.01% | +9,982+46.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,874 | $13.2M | 0.12% | +656+2.2% | Added |
| Amalgamated Bank | 31,155 | $13.1M | 0.09% | +20,511+192.7% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 31,145 | $13.1M | 0.07% | +3,763+13.7% | Added |