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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 10,397 | $4.39M | 0.01% | −43,699−80.8% | Reduced |
| Concurrent Investment Advisors, LLC | 10,202 | $4.31M | 0.05% | +178+1.8% | Added |
| ASR Vermogensbeheer N.V. | 10,102 | $4.26M | 0.05% | −99−1.0% | Reduced |
| Virtu Financial LLC | 10,084 | $4.26M | 0.16% | +10,084 | New |
| Gabelli Funds LLC | 10,000 | $4.22M | 0.03% | +10,000 | New |
| Allstate Corp | 9,781 | $4.13M | 0.06% | +5,493+128.1% | Added |
| Verition Fund Management LLC | 9,645 | $4.07M | 0.02% | −12,411−56.3% | Reduced |
| Omers Administration Corp | 9,623 | $4.06M | 0.03% | +768+8.7% | Added |
| Estate Counselors, LLC | 9,553 | $4.03M | 0.34% | +9,553 | New |
| Candriam Luxembourg S.C.A. | 9,226 | $3.89M | 0.02% | −297−3.1% | Reduced |
| Polen Capital Management LLC | 8,974 | $3.79M | 0.02% | −1,482−14.2% | Reduced |
| Point72 Asset Management, L.P. | 8,822 | $3.72M | 0.01% | −542,851−98.4% | Reduced |
| Intech Investment Management LLC | 8,818 | $3.72M | 0.03% | +1,588+22.0% | Added |
| GatePass Capital, LLC | 8,710 | $3.68M | 1.90% | +206+2.4% | Added |
| Edgestream Partners, L.P. | 8,311 | $3.51M | 0.10% | −3,450−29.3% | Reduced |
| Kentucky Retirement Systems | 8,287 | $3.50M | 0.09% | 00.0% | Unchanged |
| Hartford Investment Management Co | 8,158 | $3.44M | 0.10% | +8,158 | New |
| Maytus Capital Management, LLC | 8,000 | $3.38M | 0.80% | +8,000 | New |
| Thrivent Financial for Lutherans | 7,928 | $3.37M | 0.01% | +4,676+143.8% | Added |
| Taylor Frigon Capital Management LLC | 7,838 | $3.31M | 1.67% | −1,888−19.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 7,812 | $3.30M | 0.06% | 00.0% | Unchanged |
| Calamos Advisors LLC | 7,805 | $3.29M | 0.01% | 00.0% | Unchanged |
| Scopia Capital Management LP | 7,772 | $3.28M | 0.69% | 00.0% | Unchanged |
| EFG International AG | 7,719 | $3.26M | 0.06% | +7,719 | New |
| Chicago Capital, LLC | 7,639 | $3.22M | 0.08% | −259−3.3% | Reduced |
| Bellwether Advisors, LLC | 7,634 | $3.22M | 0.51% | −3,288−30.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,579 | $3.20M | 0.04% | +6,072+402.9% | Added |
| Prudential PLC | 7,529 | $3.18M | 0.03% | +5,300+237.8% | Added |
| Ethic Inc. | 7,384 | $3.12M | 0.05% | −2,921−28.3% | Reduced |
| Profund Advisors LLC | 7,245 | $3.06M | 0.09% | +1,897+35.5% | Added |
| Louisiana State Employees Retirement System | 7,200 | $3.04M | 0.05% | +7,200 | New |
| US Bancorp | 6,969 | $2.94M | 0.00% | +160+2.3% | Added |
| Cerity Partners LLC | 6,956 | $2.94M | 0.00% | +1,590+29.6% | Added |
| Maryland State Retirement & Pension System | 6,782 | $2.86M | 0.06% | +200+3.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 6,770 | $2.86M | 0.01% | +5,314+365.0% | Added |
| CI Private Wealth, LLC | 6,728 | $2.84M | 0.00% | −1,371−16.9% | Reduced |
| Prakash Investment Advisors LLC | 6,650 | $2.81M | 2.13% | −670−9.2% | Reduced |
| Marex Group plc | 6,622 | $2.79M | 0.03% | +3,590+118.4% | Added |
| Farther Finance Advisors, LLC | 6,568 | $2.77M | 0.03% | +404+6.6% | Added |
| Gulf International Bank (UK) Ltd | 6,555 | $2.77M | 0.09% | +454+7.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,273 | $2.76M | 0.00% | −432−6.4% | Reduced |
| KP Management LLC | 6,500 | $2.74M | 0.85% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 6,500 | $2.74M | 0.08% | +6,500 | New |
| Voleon Capital Management LP | 6,434 | $2.72M | 0.06% | +5,512+597.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 6,431 | $2.71M | 0.01% | +991+18.2% | Added |
| Park Avenue Securities LLC | 6,376 | $2.69M | 0.02% | +306+5.0% | Added |
| Lazard Asset Management LLC | 6,272 | $2.65M | 0.00% | −6,908−52.4% | Reduced |
| XTX Topco Ltd | 6,251 | $2.64M | 0.07% | +6,251 | New |
| Walleye Capital LLC | 6,207 | $2.62M | 0.01% | +5,963+2,443.9% | Added |
| Lotus Technology Management, LP | 6,059 | $2.56M | 1.42% | +6,059 | New |
| Abn Amro Investment Solutions | 6,014 | $2.54M | 0.04% | +4,231+237.3% | Added |
| Engle Capital Management, L.P. | 6,000 | $2.53M | 0.98% | −37,456−86.2% | Reduced |
| Harvest Investment Services, LLC | 5,999 | $2.53M | 0.48% | −2,037−25.3% | Reduced |
| Vestcor Inc | 5,984 | $2.52M | 0.07% | +1,336+28.7% | Added |
| Vident Advisory, LLC | 5,982 | $2.52M | 0.02% | +359+6.4% | Added |
| First Citizens Bank & Trust Co | 5,949 | $2.51M | 0.05% | +5,949 | New |
| MUFG Securities EMEA plc | 5,798 | $2.45M | 0.03% | +5,798 | New |
| Keybank National Association | 5,704 | $2.41M | 0.01% | −167−2.8% | Reduced |
| Crossmark Global Holdings, Inc. | 5,651 | $2.38M | 0.03% | +4,409+355.0% | Added |
| Metis Global Partners, LLC | 5,622 | $2.37M | 0.06% | +3,063+119.7% | Added |
| Next Century Growth Investors LLC | 5,604 | $2.37M | 0.16% | +13+0.2% | Added |
| Sanctuary Advisors, LLC | 5,596 | $2.36M | 0.01% | −631−10.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 5,590 | $2.36M | 0.00% | +4,390+365.8% | Added |
| Wakefield Asset Management LLLP | 5,588 | $2.36M | 0.64% | −33−0.6% | Reduced |
| Norinchukin Bank, The | 5,584 | $2.36M | 0.03% | +5,584 | New |
| Pinnacle Wealth Management, LLC | 5,574 | $2.35M | 1.58% | −419−7.0% | Reduced |
| VGI Partners Ltd | 5,550 | $2.34M | 0.14% | +2,950+113.5% | Added |
| Tabor Asset Management, LP | 5,540 | $2.34M | 0.94% | +245+4.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 5,512 | $2.33M | 0.10% | +636+13.0% | Added |
| Main Management ETF Advisors, LLC | 5,481 | $2.31M | 0.08% | +56+1.0% | Added |
| Atria Investments LLC | 5,478 | $2.31M | 0.03% | −310−5.4% | Reduced |
| TRB Advisors LP | 5,465 | $2.31M | 0.54% | +5,465 | New |
| Sora Investors LLC | 5,312 | $2.24M | 0.19% | −7,464−58.4% | Reduced |
| Clear Street Group Inc. | 1,312 | $2.24M | 0.01% | −2,498−65.6% | Reduced |
| Meeder Asset Management Inc | 5,289 | $2.23M | 0.12% | +5,230+8,864.4% | Added |
| Virtus Investment Advisers, Inc. | 5,267 | $2.22M | 0.60% | +5,267 | New |
| Brown Advisory Inc | 5,148 | $2.17M | 0.00% | −385−7.0% | Reduced |
| Summit Trail Advisors, LLC | 5,147 | $2.17M | 0.04% | −522−9.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 5,128 | $2.16M | 0.07% | +654+14.6% | Added |
| Blueshift Asset Management, LLC | 5,076 | $2.14M | 0.62% | −1,548−23.4% | Reduced |
| Jones Financial Companies LLLP | 5,012 | $2.12M | 0.00% | +914+22.3% | Added |
| Mercer Global Advisors Inc | 4,990 | $2.11M | 0.00% | +617+14.1% | Added |
| Federation des caisses Desjardins du Quebec | 4,958 | $2.09M | 0.01% | +412+9.1% | Added |
| Westpac Banking Corp | 4,941 | $2.09M | 0.13% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,905 | $2.07M | 0.03% | −929−15.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,873 | $2.06M | 0.05% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 4,756 | $2.01M | 1.99% | +2,856+150.3% | Added |
| The PNC Financial Services Group, Inc. | 4,748 | $2.00M | 0.00% | +1,894+66.4% | Added |
| HighTower Advisors, LLC | 4,681 | $1.98M | 0.00% | +136+3.0% | Added |
| North Dakota State Investment Board | 4,647 | $1.96M | 0.07% | +4,647 | New |
| Kingsview Wealth Management, LLC | 4,576 | $1.93M | 0.03% | −39−0.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,572 | $1.93M | 0.57% | −6−0.1% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 4,519 | $1.91M | 0.02% | +4,519 | New |
| Legacy Capital Group California, Inc. | 4,445 | $1.88M | 0.45% | −49−1.1% | Reduced |
| Everence Capital Management Inc | 4,400 | $1.86M | 0.11% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 4,382 | $1.85M | 0.31% | +118+2.8% | Added |
| Natixis | 4,361 | $1.84M | 0.01% | −34,112−88.7% | Reduced |
| Teacher Retirement System of Texas | 4,341 | $1.83M | 0.01% | −13,479−75.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,194 | $1.77M | 0.01% | −32−0.8% | Reduced |
| E. Ohman J:or Asset Management AB | 4,100 | $1.73M | 0.04% | −1,050−20.4% | Reduced |