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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 30,360 | $12.8M | 0.01% | −1,841−5.7% | Reduced |
| Woodline Partners LP | 30,281 | $12.8M | 0.05% | +25,283+505.9% | Added |
| Retirement Systems of Alabama | 30,084 | $12.7M | 0.04% | +30,084 | New |
| CIBC World Markets Corp | 30,080 | $12.7M | 0.06% | +30,080 | New |
| QVT Financial LP | 30,000 | $12.7M | 1.20% | +30,000 | New |
| Ensign Peak Advisors, Inc | 29,170 | $12.3M | 0.02% | −18,738−39.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,054 | $12.3M | 0.03% | +21,201+270.0% | Added |
| SCHF (Gpe), LLC | 28,818 | $12.2M | 1.55% | +28,818 | New |
| Forsta Ap-Fonden | 27,860 | $11.8M | 0.07% | +1,560+5.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 27,820 | $11.7M | 0.10% | +720+2.7% | Added |
| Creative Planning | 27,566 | $11.6M | 0.01% | +7,613+38.2% | Added |
| Wealthfront Advisers LLC | 27,360 | $11.5M | 0.03% | +3,888+16.6% | Added |
| Loup Funds, LLC | 26,879 | $11.3M | 3.30% | +13,994+108.6% | Added |
| Marshall Wace, LLP | 26,194 | $11.1M | 0.01% | −171,866−86.8% | Reduced |
| USS Investment Management Ltd | 26,118 | $11.0M | 0.05% | +891+3.5% | Added |
| Illinois Municipal Retirement Fund | 25,922 | $10.9M | 0.14% | −1,196−4.4% | Reduced |
| Man Group plc | 25,820 | $10.9M | 0.02% | −113,129−81.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 25,716 | $10.9M | 0.04% | +757+3.0% | Added |
| IFM Investors Pty Ltd | 25,518 | $10.8M | 0.09% | +1,803+7.6% | Added |
| DnB Asset Management AS | 25,174 | $10.6M | 0.04% | +2,017+8.7% | Added |
| PDT Partners, LLC | 24,928 | $10.5M | 0.68% | −5,849−19.0% | Reduced |
| Moore Capital Management, LP | 24,656 | $10.4M | 0.21% | −145,251−85.5% | Reduced |
| AQR Capital Management LLC | 24,573 | $10.4M | 0.01% | −19,354−44.1% | Reduced |
| Picton Mahoney Asset Management | 23,616 | $9.97M | 0.11% | +7,125+43.2% | 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 |
| British Columbia Investment Management Corp | 23,276 | $9.82M | 0.05% | +5,812+33.3% | Added |
| OP Asset Management Ltd | 23,177 | $9.78M | 0.12% | +5,801+33.4% | Added |
| Daiwa Securities Group Inc. | 21,987 | $9.28M | 0.03% | +9,247+72.6% | Added |
| Utah Retirement Systems | 21,977 | $9.27M | 0.09% | +155+0.7% | Added |
| PCJ Investment Counsel Ltd. | 21,900 | $9.24M | 2.29% | −2,400−9.9% | Reduced |
| Silvant Capital Management LLC | 21,629 | $9.13M | 0.31% | +3,040+16.4% | Added |
| Assetmark, Inc | 21,511 | $9.08M | 0.02% | +17,525+439.7% | Added |
| Susquehanna International Group, LLP | 21,265 | $8.97M | 0.01% | −122,879−85.2% | Reduced |
| Mackenzie Financial Corp | 20,516 | $8.80M | 0.01% | +10,128+97.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 20,726 | $8.75M | 0.07% | −581−2.7% | Reduced |
| MML Investors Services, LLC | 20,498 | $8.65M | 0.02% | +2,288+12.6% | Added |
| Bank of Nova Scotia | 20,459 | $8.63M | 0.01% | +15,028+276.7% | Added |
| Van Eck Associates Corp | 20,078 | $8.47M | 0.01% | +1,404+7.5% | Added |
| Public Sector Pension Investment Board | 19,600 | $8.27M | 0.03% | +19,600 | New |
| New York Life Investment Management LLC | 19,337 | $8.16M | 0.07% | +19,337 | New |
| Mediolanum International Funds Ltd | 18,668 | $8.02M | 0.08% | +7,618+68.9% | Added |
| Private Advisor Group, LLC | 18,989 | $8.01M | 0.04% | −3,433−15.3% | Reduced |
| Rakuten Investment Management, Inc. | 18,170 | $7.88M | 0.03% | +9,403+107.3% | Added |
| GWM Advisors LLC | 18,250 | $7.70M | 0.03% | +2,326+14.6% | Added |
| M&T Bank Corp | 18,033 | $7.61M | 0.02% | +1,771+10.9% | Added |
| Pathstone Holdings, LLC | 18,023 | $7.61M | 0.03% | +6,529+56.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,832 | $7.53M | 0.06% | +6,035+51.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 17,715 | $7.48M | 0.07% | +98+0.6% | Added |
| Rafferty Asset Management, LLC | 17,630 | $7.44M | 0.03% | +11,256+176.6% | Added |
| Eurizon Capital SGR S.p.A. | 17,429 | $7.36M | 0.02% | +17,429 | New |
| NEOS Investment Management LLC | 17,284 | $7.29M | 0.04% | +17,284 | New |
| Nisa Investment Advisors, LLC | 16,890 | $7.13M | 0.02% | +3,641+27.5% | Added |
| JustInvest LLC | 16,855 | $7.11M | 0.07% | +1,233+7.9% | Added |
| Ci Investments Inc. | 16,835 | $7.10M | 0.03% | +16,370+3,520.4% | Added |
| Zacks Investment Management | 16,625 | $7.02M | 0.06% | −171−1.0% | Reduced |
| Nissay Asset Management Corp | 16,590 | $7.00M | 0.04% | +1,075+6.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 16,217 | $6.88M | 0.01% | +7,082+77.5% | Added |
| Oregon Public Employees Retirement Fund | 16,200 | $6.84M | 0.09% | +16,200 | New |
| Colony Group, LLC | 15,596 | $6.58M | 0.01% | +15,596 | New |
| BloombergSen Inc. | 15,208 | $6.42M | 0.68% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 15,181 | $6.41M | 0.07% | +15,181 | New |
| O'Shaughnessy Asset Management, LLC | 15,173 | $6.40M | 0.04% | +525+3.6% | Added |
| Stifel Financial Corp | 15,168 | $6.40M | 0.01% | +78+0.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15,116 | $6.38M | 0.01% | −21,794−59.0% | Reduced |
| Morgens Waterfall Vintiadis & Co Inc | 15,000 | $6.33M | 4.64% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 14,802 | $6.25M | 0.42% | +8,213+124.6% | Added |
| Macquarie Group Ltd | 14,628 | $6.17M | 0.03% | −11,513−44.0% | Reduced |
| Yousif Capital Management, LLC | 13,863 | $6.13M | 0.07% | +12,142+705.5% | Added |
| RH Tailwind Management, LLC | 14,500 | $6.12M | 6.16% | +14,500 | New |
| Janus Henderson Group PLC | 14,294 | $6.03M | 0.00% | +4,531+46.4% | Added |
| Clearbridge Investments, LLC | 14,145 | $5.97M | 0.00% | +24+0.2% | Added |
| State of Alaska, Department of Revenue | 14,050 | $5.93M | 0.06% | +14,050 | New |
| Ieq Capital, LLC | 13,955 | $5.89M | 0.02% | +13,955 | New |
| Boothbay Fund Management, LLC | 13,931 | $5.88M | 0.15% | +10,559+313.1% | Added |
| Navellier & Associates Inc | 13,688 | $5.78M | 0.65% | −1,348−9.0% | Reduced |
| Comerica Bank | 13,413 | $5.66M | 0.02% | +10,506+361.4% | Added |
| Robeco Institutional Asset Management B.V. | 13,392 | $5.65M | 0.01% | +742+5.9% | Added |
| Nemes Rush Group LLC | 13,268 | $5.60M | 0.53% | +224+1.7% | Added |
| Jane Street Group, LLC | 13,235 | $5.59M | 0.01% | −225,434−94.5% | Reduced |
| Motley Fool Asset Management LLC | 13,181 | $5.56M | 0.22% | +3,659+38.4% | Added |
| Squarepoint Ops LLC | 13,069 | $5.52M | 0.01% | −346,064−96.4% | Reduced |
| Independent Advisor Alliance | 12,959 | $5.47M | 0.13% | +1,477+12.9% | Added |
| Penserra Capital Management LLC | 12,841 | $5.42M | 0.06% | +154+1.2% | Added |
| Swiss Life Asset Management Ltd | 12,601 | $5.32M | 0.03% | −9,195−42.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 12,600 | $5.32M | 0.05% | +12,600 | New |
| Truist Financial Corp | 12,069 | $5.09M | 0.01% | +3,554+41.7% | Added |
| QRG Capital Management, Inc. | 11,858 | $5.00M | 0.06% | +1,736+17.2% | Added |
| Public Employees Retirement Association of Colorado | 11,649 | $4.92M | 0.02% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 11,576 | $4.89M | 0.07% | +5,869+102.8% | Added |
| Pacer Advisors, Inc. | 11,300 | $4.77M | 0.01% | +10,973+3,355.7% | Added |
| Metavasi Capital LP | 11,105 | $4.69M | 2.06% | −21,405−65.8% | Reduced |
| Avanza Fonder AB | 11,058 | $4.67M | 0.12% | −1,283−10.4% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 11,048 | $4.66M | 0.07% | +11,048 | New |
| Geometric Wealth Advisors | 11,004 | $4.64M | 0.60% | −2,927−21.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,000 | $4.64M | 0.03% | +11,000 | New |
| Mizuho Securities USA LLC | 10,297 | $4.64M | 0.08% | +10,297 | New |
| Commerce Bank | 10,761 | $4.54M | 0.03% | +6,020+127.0% | Added |
| Great Valley Advisor Group, Inc. | 10,709 | $4.52M | 0.09% | +139+1.3% | Added |
| Dba Trading, LLC | 10,500 | $4.43M | 4.42% | +10,500 | New |