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 12 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, Q1 2026
Institutional positions in Carvana Co. as of Mar 31, 2026. 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
- 781
- −59 vs. Q4 2025
- Shares held
- 150.6M
- +22.2M (+17.3%) vs. Q4 2025
- Total value
- $47.3B
- −$6.88B (−12.7%) vs. Q4 2025
- New holders
- 114
- 304 more added
- Sold out
- 173
- 277 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 17,781,707 | $5.59B | 0.65% | +54,869+0.3% | Added |
| BlackRock, Inc. | 11,532,157 | $3.63B | 0.06% | −185,681−1.6% | Reduced |
| Capital Research Global Investors | 10,850,505 | $3.41B | 0.53% | +5,149,552+90.3% | Added |
| Vanguard Capital Management LLC | 8,994,028 | $2.83B | 0.07% | +8,994,028 | New |
| FMR LLC | 7,446,815 | $2.34B | 0.12% | +1,484,826+24.9% | Added |
| Vanguard Portfolio Management LLC | 6,347,367 | $2.00B | 0.10% | +6,347,367 | New |
| State Street Corp | 5,692,942 | $1.79B | 0.06% | −21,837−0.4% | Reduced |
| CAS Investment Partners, LLC | 4,541,291 | $1.43B | 81.67% | −68,909−1.5% | Reduced |
| Greenoaks Capital Partners LLC | 4,202,834 | $1.32B | 57.53% | −32,779−0.8% | Reduced |
| Geode Capital Management, LLC | 3,912,767 | $1.23B | 0.08% | +32,056+0.8% | Added |
| Capital International Investors | 3,327,983 | $1.05B | 0.25% | +3,327,983 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,780,035 | $874.0M | 2.44% | +1,718,502+161.9% | Added |
| Capital World Investors | 2,605,385 | $819.1M | 0.11% | +1,326,441+103.7% | Added |
| Exor Capital LLP | 2,548,077 | $801.1M | 15.88% | −307,063−10.8% | Reduced |
| JPMorgan Chase & Co | 2,536,802 | $737.7M | 0.05% | −3,593,427−58.6% | Reduced |
| Spruce House Investment Management LLC | 2,335,000 | $734.1M | 26.21% | +60,000+2.6% | Added |
| Sands Capital Management, LLC | 2,117,248 | $665.6M | 2.61% | −325,286−13.3% | Reduced |
| Aspex Management (HK) Ltd | 1,819,090 | $571.9M | 8.29% | +1,819,090 | New |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,754,709 | $551.6M | 4.40% | −24,619−1.4% | Reduced |
| KPS Global Asset Management UK Ltd | 1,500,000 | $471.6M | 76.21% | 00.0% | Unchanged |
| Morgan Stanley | 1,348,296 | $423.9M | 0.03% | −178,221−11.7% | Reduced |
| Dragoneer Investment Group, LLC | 1,252,960 | $393.9M | 13.12% | +273,500+27.9% | Added |
| Northern Trust Corp | 1,213,055 | $381.4M | 0.05% | +24,061+2.0% | Added |
| Renaissance Technologies LLC | 1,201,218 | $377.6M | 0.59% | −206,180−14.6% | Reduced |
| Invesco Ltd. | 1,066,613 | $335.3M | 0.03% | −910,525−46.1% | Reduced |
| Charles Schwab Investment Management Inc | 1,034,740 | $325.3M | 0.05% | +32,376+3.2% | Added |
| Durable Capital Partners LP | 995,741 | $313.0M | 3.22% | +70,696+7.6% | Added |
| Massachusetts Financial Services Co | 924,835 | $290.7M | 0.10% | +107,060+13.1% | Added |
| UBS Group AG | 923,520 | $290.3M | 0.05% | +263,441+39.9% | Added |
| Whale Rock Capital Management LLC | 877,554 | $275.9M | 3.56% | −193,248−18.0% | Reduced |
| Vanguard Fiduciary Trust Co | 809,771 | $254.6M | 0.06% | +809,771 | New |
| Sachem Head Capital Management LP | 790,000 | $248.4M | 5.98% | +165,000+26.4% | Added |
| Wells Fargo & Company | 769,190 | $241.8M | 0.05% | −19,505−2.5% | Reduced |
| UBS Asset Management Americas Inc | 745,942 | $234.5M | 0.05% | −2,716−0.4% | Reduced |
| Franklin Resources Inc | 734,026 | $230.8M | 0.06% | −195,684−21.0% | Reduced |
| Goodnow Investment Group, LLC | 724,441 | $227.7M | 24.95% | +14,350+2.0% | Added |
| Bank of New York Mellon Corp | 710,264 | $223.3M | 0.04% | +16,692+2.4% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 681,000 | $214.1M | 0.74% | −1,277,229−65.2% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 668,432 | $210.1M | 1.87% | +668,432 | New |
| National Philanthropic Trust | 657,084 | $206.6M | 2.20% | −190.0% | Reduced |
| Legal & General Group Plc | 654,195 | $205.7M | 0.05% | +1760.0% | Added |
| Goldman Sachs Group Inc | 633,764 | $199.2M | 0.03% | +13,832+2.2% | Added |
| Dimensional Fund Advisors LP | 604,729 | $190.0M | 0.04% | +57,040+10.4% | Added |
| Massachusetts Institute of Technology | 578,300 | $181.8M | 31.51% | 00.0% | Unchanged |
| Amundi | 504,696 | $158.7M | 0.04% | +7,556+1.5% | Added |
| Dream Peak Capital Ltd | 455,525 | $143.2M | 21.22% | +411,172+927.0% | Added |
| Deutsche Bank AG | 433,775 | $136.4M | 0.05% | +117,478+37.1% | Added |
| Nuveen, LLC | 423,285 | $133.1M | 0.04% | −35,260−7.7% | Reduced |
| North Peak Capital Management, LLC | 420,965 | $132.3M | 22.01% | +30,942+7.9% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 420,276 | $132.1M | 1.54% | −41,598−9.0% | Reduced |
| First Trust Advisors LP | 408,750 | $128.5M | 0.09% | −66,097−13.9% | Reduced |
| Wellington Management Group LLP | 406,333 | $127.7M | 0.02% | −3,468−0.8% | Reduced |
| Palestra Capital Management LLC | 398,007 | $125.1M | 4.91% | +105,455+36.0% | Added |
| Swiss National Bank | 395,180 | $124.2M | 0.07% | +35,720+9.9% | Added |
| Manufacturers Life Insurance Company, The | 391,950 | $123.2M | 0.11% | −24,873−6.0% | Reduced |
| Federated Hermes, Inc. | 386,828 | $121.6M | 0.20% | +190,746+97.3% | Added |
| Bank of America Corp | 379,656 | $119.4M | 0.01% | −333,514−46.8% | Reduced |
| RV Capital GmbH | 377,298 | $118.8M | 31.05% | +73,895+24.4% | Added |
| Selkirk Management LLC | 365,220 | $114.8M | 39.03% | 00.0% | Unchanged |
| Par Capital Management Inc | 347,872 | $109.4M | 3.18% | −2,800−0.8% | Reduced |
| Raymond James Financial Inc | 360,547 | $107.2M | 0.03% | −160,833−30.8% | Reduced |
| Jennison Associates LLC | 313,110 | $98.4M | 0.07% | +313,110 | New |
| Vanguard Global Advisers, LLC | 310,610 | $97.6M | 0.05% | +310,610 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 310,136 | $97.5M | 0.07% | +22,172+7.7% | Added |
| American Century Companies Inc | 308,893 | $97.1M | 0.05% | −62,463−16.8% | Reduced |
| Styrax Capital, LP | 300,000 | $94.3M | 6.59% | +74,728+33.2% | Added |
| Barclays PLC | 299,290 | $94.1M | 0.03% | +38,227+14.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 289,770 | $91.1M | 0.06% | −1,955−0.7% | Reduced |
| Neuberger Berman Group LLC | 287,352 | $90.3M | 0.07% | −71,653−20.0% | Reduced |
| No Street GP LP | 277,000 | $87.1M | 5.82% | +37,500+15.7% | Added |
| National Pension Service | 274,819 | $86.4M | 0.07% | +20,706+8.1% | Added |
| Lord, Abbett & Co. LLC | 269,518 | $84.7M | 0.28% | −334,065−55.3% | Reduced |
| Rhumbline Advisers | 266,910 | $83.9M | 0.07% | +387+0.1% | Added |
| BNP Paribas Arbitrage, SA | 264,280 | $83.1M | 0.05% | −51,299−16.3% | Reduced |
| Citigroup Inc | 256,642 | $80.7M | 0.05% | +46,337+22.0% | Added |
| General Equity Holdings LP | 248,646 | $78.2M | 58.02% | +36,550+17.2% | Added |
| HSBC Holdings PLC | 235,769 | $73.8M | 0.04% | +14,042+6.3% | Added |
| Capitolis Liquid Global Markets LLC | 234,000 | $73.6M | 0.47% | +234,000 | New |
| Vanguard Asset Management, Ltd | 232,777 | $73.2M | 0.06% | +232,777 | New |
| Thrive Capital Management, LLC | 226,761 | $71.3M | 20.74% | 00.0% | Unchanged |
| Divisadero Street Capital Management, LP | 226,636 | $71.2M | 3.34% | +8,447+3.9% | Added |
| Avala Global LP | 224,080 | $70.4M | 3.38% | +9,944+4.6% | Added |
| Allspring Global Investments Holdings, LLC | 218,359 | $68.1M | 0.11% | −11,174−4.9% | Reduced |
| Point72 Asset Management, L.P. | 214,978 | $67.6M | 0.12% | +206,156+2,336.8% | Added |
| Alliancebernstein L.P. | 154,829 | $65.3M | 0.02% | −63,829−29.2% | Reduced |
| California State Teachers Retirement System | 203,515 | $64.0M | 0.07% | −379−0.2% | Reduced |
| Millennium Management LLC | 198,904 | $62.5M | 0.05% | +198,067+23,663.9% | Added |
| Primecap Management Co | 197,525 | $62.1M | 0.05% | +20,500+11.6% | Added |
| Scopus Asset Management, L.P. | 185,375 | $58.3M | 1.83% | +185,375 | New |
| Artisan Partners Limited Partnership | 184,932 | $58.1M | 0.09% | −105,210−36.3% | Reduced |
| Senator Investment Group LP | 184,574 | $58.1M | 2.67% | −75,358−29.0% | Reduced |
| California Public Employees Retirement System | 183,866 | $57.8M | 0.04% | −54,830−23.0% | Reduced |
| Bessemer Group Inc | 177,794 | $55.9M | 0.09% | +4,746+2.7% | Added |
| Natixis | 176,677 | $55.5M | 0.22% | +172,316+3,951.3% | Added |
| RDST Capital LLC | 174,802 | $55.0M | 5.29% | +52,540+43.0% | Added |
| Kinetic Partners Management, LP | 172,419 | $54.2M | 3.03% | +22,220+14.8% | Added |
| Spyglass Capital Management LLC | 167,391 | $52.6M | 3.73% | −13,277−7.3% | Reduced |
| TD Asset Management Inc | 166,616 | $52.4M | 0.04% | −5,119−3.0% | Reduced |
| Natixis Advisors, L.P. | 161,770 | $50.9M | 0.07% | +9,753+6.4% | Added |
| Principal Financial Group Inc | 161,426 | $50.7M | 0.03% | +5,568+3.6% | Added |