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 |
|---|---|---|---|---|---|
| Divisadero Street Capital Management, LP | 226,636 | $71.2M | 3.34% | +8,447+3.9% | Added |
| Thrive Capital Management, LLC | 226,761 | $71.3M | 20.74% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 232,777 | $73.2M | 0.06% | +232,777 | New |
| Capitolis Liquid Global Markets LLC | 234,000 | $73.6M | 0.47% | +234,000 | New |
| HSBC Holdings PLC | 235,769 | $73.8M | 0.04% | +14,042+6.3% | Added |
| General Equity Holdings LP | 248,646 | $78.2M | 58.02% | +36,550+17.2% | Added |
| Citigroup Inc | 256,642 | $80.7M | 0.05% | +46,337+22.0% | Added |
| BNP Paribas Arbitrage, SA | 264,280 | $83.1M | 0.05% | −51,299−16.3% | Reduced |
| Rhumbline Advisers | 266,910 | $83.9M | 0.07% | +387+0.1% | Added |
| Lord, Abbett & Co. LLC | 269,518 | $84.7M | 0.28% | −334,065−55.3% | Reduced |
| National Pension Service | 274,819 | $86.4M | 0.07% | +20,706+8.1% | Added |
| No Street GP LP | 277,000 | $87.1M | 5.82% | +37,500+15.7% | Added |
| Neuberger Berman Group LLC | 287,352 | $90.3M | 0.07% | −71,653−20.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 289,770 | $91.1M | 0.06% | −1,955−0.7% | Reduced |
| Barclays PLC | 299,290 | $94.1M | 0.03% | +38,227+14.6% | Added |
| Styrax Capital, LP | 300,000 | $94.3M | 6.59% | +74,728+33.2% | Added |
| American Century Companies Inc | 308,893 | $97.1M | 0.05% | −62,463−16.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 310,136 | $97.5M | 0.07% | +22,172+7.7% | Added |
| Vanguard Global Advisers, LLC | 310,610 | $97.6M | 0.05% | +310,610 | New |
| Jennison Associates LLC | 313,110 | $98.4M | 0.07% | +313,110 | New |
| Raymond James Financial Inc | 360,547 | $107.2M | 0.03% | −160,833−30.8% | Reduced |
| Par Capital Management Inc | 347,872 | $109.4M | 3.18% | −2,800−0.8% | Reduced |
| Selkirk Management LLC | 365,220 | $114.8M | 39.03% | 00.0% | Unchanged |
| RV Capital GmbH | 377,298 | $118.8M | 31.05% | +73,895+24.4% | Added |
| Bank of America Corp | 379,656 | $119.4M | 0.01% | −333,514−46.8% | Reduced |
| Federated Hermes, Inc. | 386,828 | $121.6M | 0.20% | +190,746+97.3% | Added |
| Manufacturers Life Insurance Company, The | 391,950 | $123.2M | 0.11% | −24,873−6.0% | Reduced |
| Swiss National Bank | 395,180 | $124.2M | 0.07% | +35,720+9.9% | Added |
| Palestra Capital Management LLC | 398,007 | $125.1M | 4.91% | +105,455+36.0% | Added |
| Wellington Management Group LLP | 406,333 | $127.7M | 0.02% | −3,468−0.8% | Reduced |
| First Trust Advisors LP | 408,750 | $128.5M | 0.09% | −66,097−13.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 420,276 | $132.1M | 1.54% | −41,598−9.0% | Reduced |
| North Peak Capital Management, LLC | 420,965 | $132.3M | 22.01% | +30,942+7.9% | Added |
| Nuveen, LLC | 423,285 | $133.1M | 0.04% | −35,260−7.7% | Reduced |
| Deutsche Bank AG | 433,775 | $136.4M | 0.05% | +117,478+37.1% | Added |
| Dream Peak Capital Ltd | 455,525 | $143.2M | 21.22% | +411,172+927.0% | Added |
| Amundi | 504,696 | $158.7M | 0.04% | +7,556+1.5% | Added |
| Massachusetts Institute of Technology | 578,300 | $181.8M | 31.51% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 604,729 | $190.0M | 0.04% | +57,040+10.4% | Added |
| Goldman Sachs Group Inc | 633,764 | $199.2M | 0.03% | +13,832+2.2% | Added |
| Legal & General Group Plc | 654,195 | $205.7M | 0.05% | +1760.0% | Added |
| National Philanthropic Trust | 657,084 | $206.6M | 2.20% | −190.0% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 668,432 | $210.1M | 1.87% | +668,432 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 681,000 | $214.1M | 0.74% | −1,277,229−65.2% | Reduced |
| Bank of New York Mellon Corp | 710,264 | $223.3M | 0.04% | +16,692+2.4% | Added |
| Goodnow Investment Group, LLC | 724,441 | $227.7M | 24.95% | +14,350+2.0% | Added |
| Franklin Resources Inc | 734,026 | $230.8M | 0.06% | −195,684−21.0% | Reduced |
| UBS Asset Management Americas Inc | 745,942 | $234.5M | 0.05% | −2,716−0.4% | Reduced |
| Wells Fargo & Company | 769,190 | $241.8M | 0.05% | −19,505−2.5% | Reduced |
| Sachem Head Capital Management LP | 790,000 | $248.4M | 5.98% | +165,000+26.4% | Added |
| Vanguard Fiduciary Trust Co | 809,771 | $254.6M | 0.06% | +809,771 | New |
| Whale Rock Capital Management LLC | 877,554 | $275.9M | 3.56% | −193,248−18.0% | Reduced |
| UBS Group AG | 923,520 | $290.3M | 0.05% | +263,441+39.9% | Added |
| Massachusetts Financial Services Co | 924,835 | $290.7M | 0.10% | +107,060+13.1% | Added |
| Durable Capital Partners LP | 995,741 | $313.0M | 3.22% | +70,696+7.6% | Added |
| Charles Schwab Investment Management Inc | 1,034,740 | $325.3M | 0.05% | +32,376+3.2% | Added |
| Invesco Ltd. | 1,066,613 | $335.3M | 0.03% | −910,525−46.1% | Reduced |
| Renaissance Technologies LLC | 1,201,218 | $377.6M | 0.59% | −206,180−14.6% | Reduced |
| Northern Trust Corp | 1,213,055 | $381.4M | 0.05% | +24,061+2.0% | Added |
| Dragoneer Investment Group, LLC | 1,252,960 | $393.9M | 13.12% | +273,500+27.9% | Added |
| Morgan Stanley | 1,348,296 | $423.9M | 0.03% | −178,221−11.7% | Reduced |
| KPS Global Asset Management UK Ltd | 1,500,000 | $471.6M | 76.21% | 00.0% | Unchanged |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 1,754,709 | $551.6M | 4.40% | −24,619−1.4% | Reduced |
| Aspex Management (HK) Ltd | 1,819,090 | $571.9M | 8.29% | +1,819,090 | New |
| Sands Capital Management, LLC | 2,117,248 | $665.6M | 2.61% | −325,286−13.3% | Reduced |
| Spruce House Investment Management LLC | 2,335,000 | $734.1M | 26.21% | +60,000+2.6% | Added |
| JPMorgan Chase & Co | 2,536,802 | $737.7M | 0.05% | −3,593,427−58.6% | Reduced |
| Exor Capital LLP | 2,548,077 | $801.1M | 15.88% | −307,063−10.8% | Reduced |
| Capital World Investors | 2,605,385 | $819.1M | 0.11% | +1,326,441+103.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,780,035 | $874.0M | 2.44% | +1,718,502+161.9% | Added |
| Capital International Investors | 3,327,983 | $1.05B | 0.25% | +3,327,983 | New |
| Geode Capital Management, LLC | 3,912,767 | $1.23B | 0.08% | +32,056+0.8% | Added |
| Greenoaks Capital Partners LLC | 4,202,834 | $1.32B | 57.53% | −32,779−0.8% | Reduced |
| CAS Investment Partners, LLC | 4,541,291 | $1.43B | 81.67% | −68,909−1.5% | Reduced |
| State Street Corp | 5,692,942 | $1.79B | 0.06% | −21,837−0.4% | Reduced |
| Vanguard Portfolio Management LLC | 6,347,367 | $2.00B | 0.10% | +6,347,367 | New |
| FMR LLC | 7,446,815 | $2.34B | 0.12% | +1,484,826+24.9% | Added |
| Vanguard Capital Management LLC | 8,994,028 | $2.83B | 0.07% | +8,994,028 | New |
| Capital Research Global Investors | 10,850,505 | $3.41B | 0.53% | +5,149,552+90.3% | Added |
| BlackRock, Inc. | 11,532,157 | $3.63B | 0.06% | −185,681−1.6% | Reduced |
| Price T Rowe Associates Inc | 17,781,707 | $5.59B | 0.65% | +54,869+0.3% | Added |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −695,090−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −309,275−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −226,963−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −212,744−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −208,000−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −118,287−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −97,913−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −96,682−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −96,199−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −90,864−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −87,958−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −68,721−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −45,412−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −44,604−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −39,833−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −38,290−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −37,990−100.0% | Sold out |