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, 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 |
|---|---|---|---|---|---|
| Czech National Bank | 38,516 | $12.1M | 0.08% | +1,255+3.4% | Added |
| KBC Group NV | 38,679 | $12.2M | 0.03% | −164,035−80.9% | Reduced |
| MetLife Investment Management | 39,045 | $12.3M | 0.06% | −1,275−3.2% | Reduced |
| Octahedron Capital Management L.P. | 39,100 | $12.3M | 8.94% | +39,100 | New |
| Public Employees Retirement System of Ohio | 39,365 | $12.4M | 0.04% | −15,189−27.8% | Reduced |
| Resona Asset Management Co.,Ltd. | 40,772 | $12.6M | 0.06% | +1,603+4.1% | Added |
| Woodline Partners LP | 40,330 | $12.7M | 0.05% | +10,049+33.2% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 40,703 | $12.8M | 0.19% | +29,655+268.4% | Added |
| Schroder Investment Management Group | 45,053 | $13.1M | 0.01% | −17,294−27.7% | Reduced |
| Freestone Grove Partners LP | 42,899 | $13.5M | 0.10% | +42,899 | New |
| Assenagon Asset Management S.A. | 43,596 | $13.7M | 0.02% | −122,168−73.7% | Reduced |
| UniSuper Management Pty Ltd | 44,253 | $13.9M | 0.09% | −9,547−17.7% | Reduced |
| Toronto Dominion Bank | 45,099 | $14.2M | 0.03% | −943−2.0% | Reduced |
| Marshall Wace, LLP | 45,874 | $14.4M | 0.02% | +19,680+75.1% | Added |
| Mn Services Vermogensbeheer B.V. | 46,218 | $14.5M | 0.10% | −800−1.7% | Reduced |
| State of New Jersey Common Pension Fund D | 46,246 | $14.5M | 0.06% | +1,198+2.7% | Added |
| Nomura Asset Management Co Ltd | 46,647 | $14.7M | 0.04% | +2,589+5.9% | Added |
| Tredje AP-fonden | 47,086 | $14.8M | 0.08% | +47,086 | New |
| State of Tennessee, Treasury Department | 47,818 | $15.0M | 0.05% | +999+2.1% | Added |
| Citadel Advisors LLC | 48,068 | $15.1M | 0.01% | +16,557+52.5% | Added |
| Korea Investment CORP | 48,081 | $15.1M | 0.03% | −31,581−39.6% | Reduced |
| Quantinno Capital Management LP | 48,924 | $15.4M | 0.03% | +7,558+18.3% | Added |
| Coronation Fund Managers Ltd. | 49,207 | $15.5M | 0.70% | +6,347+14.8% | Added |
| Holocene Advisors, LP | 50,000 | $15.7M | 0.04% | −200,000−80.0% | Reduced |
| KLP Kapitalforvaltning AS | 52,560 | $16.5M | 0.06% | +5,280+11.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 53,801 | $16.9M | 0.04% | +2,042+3.9% | Added |
| Clearbridge Investments, LLC | 55,103 | $17.3M | 0.02% | +40,958+289.6% | Added |
| Susquehanna International Group, LLP | 55,391 | $17.4M | 0.02% | +34,126+160.5% | Added |
| Asset Management One Co.,Ltd. | 55,478 | $17.4M | 0.05% | +125+0.2% | Added |
| Pictet Asset Management Holding SA | 56,370 | $17.7M | 0.02% | −1,454−2.5% | Reduced |
| Gotham Asset Management, LLC | 57,218 | $18.0M | 0.06% | +6,216+12.2% | Added |
| Canada Pension Plan Investment Board | 57,499 | $18.1M | 0.01% | −127,479−68.9% | Reduced |
| Treasurer of the State of North Carolina | 57,874 | $18.2M | 0.06% | +1,230+2.2% | Added |
| Storebrand Asset Management AS | 58,627 | $18.4M | 0.05% | −657−1.1% | Reduced |
| Royal London Asset Management Ltd | 59,275 | $18.6M | 0.04% | +1,470+2.5% | Added |
| Danske Bank A/S | 60,467 | $19.0M | 0.05% | +255+0.4% | Added |
| Pictet & Cie (Europe) SA | 62,480 | $19.6M | 0.42% | +62,480 | New |
| APG Asset Management N.V. | 72,680 | $19.8M | 0.06% | +2,280+3.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 64,259 | $20.2M | 0.06% | +9,119+16.5% | Added |
| Prudential Financial Inc | 65,888 | $20.7M | 0.03% | −1,802−2.7% | Reduced |
| Victory Capital Management Inc | 67,241 | $21.1M | 0.01% | +24,325+56.7% | Added |
| Vanguard Investments Australia, Ltd. | 67,410 | $21.2M | 0.06% | +67,410 | New |
| New York State Common Retirement Fund | 69,474 | $21.8M | 0.03% | −400−0.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 69,672 | $21.9M | 0.06% | −2,040−2.8% | Reduced |
| Bank of Montreal | 71,581 | $22.5M | 0.01% | −19,202−21.2% | Reduced |
| State of Wisconsin Investment Board | 73,177 | $23.0M | 0.05% | +5,066+7.4% | Added |
| Ameriprise Financial Inc | 76,379 | $23.9M | 0.01% | −32,514−29.9% | Reduced |
| Swedbank AB | 76,690 | $24.1M | 0.03% | −2,700−3.4% | Reduced |
| LPL Financial LLC | 78,486 | $24.7M | 0.01% | −14,912−16.0% | Reduced |
| Davidson Kempner Capital Management LP | 81,300 | $25.6M | 0.45% | −50,450−38.3% | Reduced |
| SG Americas Securities, LLC | 83,752 | $26.3M | 0.03% | −169,735−67.0% | Reduced |
| Brightlight Capital Management LP | 89,263 | $28.1M | 27.68% | −3,537−3.8% | Reduced |
| Envestnet Asset Management Inc | 90,473 | $28.4M | 0.01% | −23,491−20.6% | Reduced |
| Amanah Holdings Trust | 91,462 | $28.8M | 3.17% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 91,723 | $28.8M | 0.10% | −1,101−1.2% | Reduced |
| Gavilan Investment Partners LLC | 92,000 | $28.9M | 7.77% | +6,000+7.0% | Added |
| Capricorn Fund Managers Ltd | 95,000 | $29.9M | 4.66% | +95,000 | New |
| Anabranch Capital Management, LP | 96,121 | $30.2M | 26.30% | +14,093+17.2% | Added |
| Man Group plc | 100,549 | $31.6M | 0.07% | +74,729+289.4% | Added |
| SEI Investments Co | 103,386 | $32.5M | 0.03% | +146+0.1% | Added |
| Voya Investment Management LLC | 103,581 | $32.6M | 0.03% | −13,135−11.3% | Reduced |
| Great West Life Assurance Co | 103,850 | $32.8M | 0.06% | +2,866+2.8% | Added |
| New York State Teachers Retirement System | 105,618 | $33.2M | 0.07% | +3,404+3.3% | Added |
| Adage Capital Partners GP, L.L.C. | 110,700 | $34.8M | 0.05% | −17,000−13.3% | Reduced |
| Aviva PLC | 112,974 | $35.5M | 0.06% | +3,493+3.2% | Added |
| Fred Alger Management, LLC | 113,480 | $35.7M | 0.16% | −56,000−33.0% | Reduced |
| Royal Bank of Canada | 115,337 | $36.3M | 0.01% | −134,700−53.9% | Reduced |
| State Board of Administration of Florida Retirement System | 118,795 | $37.3M | 0.07% | +693+0.6% | Added |
| Tremblant Capital Group | 128,384 | $40.4M | 1.30% | −12,751−9.0% | Reduced |
| Summit Partners Public Asset Management, LLC | 129,543 | $40.7M | 1.88% | −123,457−48.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 130,082 | $40.9M | 0.02% | −305,389−70.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,374 | $41.0M | 0.07% | −5,524−4.1% | Reduced |
| Nordea Investment Management AB | 145,013 | $41.8M | 0.04% | +7,083+5.1% | Added |
| 3G Capital Partners LP | 137,500 | $43.2M | 15.34% | −12,500−8.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,021 | $43.7M | 0.18% | +139,021 | New |
| Steadview Capital Management LLC | 146,660 | $46.1M | 20.35% | −139,915−48.8% | Reduced |
| Jones Financial Companies LLLP | 157,947 | $47.7M | 0.02% | +152,935+3,051.4% | Added |
| 683 Capital Management, LLC | 155,000 | $48.7M | 4.52% | +5,000+3.3% | Added |
| Russell Investments Group, Ltd. | 158,603 | $49.6M | 0.05% | +51,241+47.7% | Added |
| Alyeska Investment Group, L.P. | 158,420 | $49.8M | 0.14% | +23,918+17.8% | Added |
| 1832 Asset Management L.P. | 160,050 | $50.3M | 0.07% | −154,000−49.0% | Reduced |
| Principal Financial Group Inc | 161,426 | $50.7M | 0.03% | +5,568+3.6% | Added |
| Natixis Advisors, L.P. | 161,770 | $50.9M | 0.07% | +9,753+6.4% | Added |
| TD Asset Management Inc | 166,616 | $52.4M | 0.04% | −5,119−3.0% | Reduced |
| Spyglass Capital Management LLC | 167,391 | $52.6M | 3.73% | −13,277−7.3% | Reduced |
| Kinetic Partners Management, LP | 172,419 | $54.2M | 3.03% | +22,220+14.8% | Added |
| RDST Capital LLC | 174,802 | $55.0M | 5.29% | +52,540+43.0% | Added |
| Natixis | 176,677 | $55.5M | 0.22% | +172,316+3,951.3% | Added |
| Bessemer Group Inc | 177,794 | $55.9M | 0.09% | +4,746+2.7% | Added |
| California Public Employees Retirement System | 183,866 | $57.8M | 0.04% | −54,830−23.0% | Reduced |
| Senator Investment Group LP | 184,574 | $58.1M | 2.67% | −75,358−29.0% | Reduced |
| Artisan Partners Limited Partnership | 184,932 | $58.1M | 0.09% | −105,210−36.3% | Reduced |
| Scopus Asset Management, L.P. | 185,375 | $58.3M | 1.83% | +185,375 | New |
| Primecap Management Co | 197,525 | $62.1M | 0.05% | +20,500+11.6% | Added |
| Millennium Management LLC | 198,904 | $62.5M | 0.05% | +198,067+23,663.9% | Added |
| California State Teachers Retirement System | 203,515 | $64.0M | 0.07% | −379−0.2% | Reduced |
| Alliancebernstein L.P. | 154,829 | $65.3M | 0.02% | −63,829−29.2% | Reduced |
| Point72 Asset Management, L.P. | 214,978 | $67.6M | 0.12% | +206,156+2,336.8% | Added |
| Allspring Global Investments Holdings, LLC | 218,359 | $68.1M | 0.11% | −11,174−4.9% | Reduced |
| Avala Global LP | 224,080 | $70.4M | 3.38% | +9,944+4.6% | Added |