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 |
|---|---|---|---|---|---|
| 1832 Asset Management L.P. | 160,050 | $50.3M | 0.07% | −154,000−49.0% | Reduced |
| Alyeska Investment Group, L.P. | 158,420 | $49.8M | 0.14% | +23,918+17.8% | Added |
| Russell Investments Group, Ltd. | 158,603 | $49.6M | 0.05% | +51,241+47.7% | Added |
| 683 Capital Management, LLC | 155,000 | $48.7M | 4.52% | +5,000+3.3% | Added |
| Jones Financial Companies LLLP | 157,947 | $47.7M | 0.02% | +152,935+3,051.4% | Added |
| Steadview Capital Management LLC | 146,660 | $46.1M | 20.35% | −139,915−48.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 139,021 | $43.7M | 0.18% | +139,021 | New |
| 3G Capital Partners LP | 137,500 | $43.2M | 15.34% | −12,500−8.3% | Reduced |
| Nordea Investment Management AB | 145,013 | $41.8M | 0.04% | +7,083+5.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 130,374 | $41.0M | 0.07% | −5,524−4.1% | Reduced |
| Arrowstreet Capital, Limited Partnership | 130,082 | $40.9M | 0.02% | −305,389−70.1% | Reduced |
| Summit Partners Public Asset Management, LLC | 129,543 | $40.7M | 1.88% | −123,457−48.8% | Reduced |
| Tremblant Capital Group | 128,384 | $40.4M | 1.30% | −12,751−9.0% | Reduced |
| State Board of Administration of Florida Retirement System | 118,795 | $37.3M | 0.07% | +693+0.6% | Added |
| Royal Bank of Canada | 115,337 | $36.3M | 0.01% | −134,700−53.9% | Reduced |
| Fred Alger Management, LLC | 113,480 | $35.7M | 0.16% | −56,000−33.0% | Reduced |
| Aviva PLC | 112,974 | $35.5M | 0.06% | +3,493+3.2% | Added |
| Adage Capital Partners GP, L.L.C. | 110,700 | $34.8M | 0.05% | −17,000−13.3% | Reduced |
| New York State Teachers Retirement System | 105,618 | $33.2M | 0.07% | +3,404+3.3% | Added |
| Great West Life Assurance Co | 103,850 | $32.8M | 0.06% | +2,866+2.8% | Added |
| Voya Investment Management LLC | 103,581 | $32.6M | 0.03% | −13,135−11.3% | Reduced |
| SEI Investments Co | 103,386 | $32.5M | 0.03% | +146+0.1% | Added |
| Man Group plc | 100,549 | $31.6M | 0.07% | +74,729+289.4% | Added |
| Anabranch Capital Management, LP | 96,121 | $30.2M | 26.30% | +14,093+17.2% | Added |
| Capricorn Fund Managers Ltd | 95,000 | $29.9M | 4.66% | +95,000 | New |
| Gavilan Investment Partners LLC | 92,000 | $28.9M | 7.77% | +6,000+7.0% | Added |
| Handelsbanken Fonder AB | 91,723 | $28.8M | 0.10% | −1,101−1.2% | Reduced |
| Amanah Holdings Trust | 91,462 | $28.8M | 3.17% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 90,473 | $28.4M | 0.01% | −23,491−20.6% | Reduced |
| Brightlight Capital Management LP | 89,263 | $28.1M | 27.68% | −3,537−3.8% | Reduced |
| SG Americas Securities, LLC | 83,752 | $26.3M | 0.03% | −169,735−67.0% | Reduced |
| Davidson Kempner Capital Management LP | 81,300 | $25.6M | 0.45% | −50,450−38.3% | Reduced |
| LPL Financial LLC | 78,486 | $24.7M | 0.01% | −14,912−16.0% | Reduced |
| Swedbank AB | 76,690 | $24.1M | 0.03% | −2,700−3.4% | Reduced |
| Ameriprise Financial Inc | 76,379 | $23.9M | 0.01% | −32,514−29.9% | Reduced |
| State of Wisconsin Investment Board | 73,177 | $23.0M | 0.05% | +5,066+7.4% | Added |
| Bank of Montreal | 71,581 | $22.5M | 0.01% | −19,202−21.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 69,672 | $21.9M | 0.06% | −2,040−2.8% | Reduced |
| New York State Common Retirement Fund | 69,474 | $21.8M | 0.03% | −400−0.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 67,410 | $21.2M | 0.06% | +67,410 | New |
| Victory Capital Management Inc | 67,241 | $21.1M | 0.01% | +24,325+56.7% | Added |
| Prudential Financial Inc | 65,888 | $20.7M | 0.03% | −1,802−2.7% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 64,259 | $20.2M | 0.06% | +9,119+16.5% | Added |
| APG Asset Management N.V. | 72,680 | $19.8M | 0.06% | +2,280+3.2% | Added |
| Pictet & Cie (Europe) SA | 62,480 | $19.6M | 0.42% | +62,480 | New |
| Danske Bank A/S | 60,467 | $19.0M | 0.05% | +255+0.4% | Added |
| Royal London Asset Management Ltd | 59,275 | $18.6M | 0.04% | +1,470+2.5% | Added |
| Storebrand Asset Management AS | 58,627 | $18.4M | 0.05% | −657−1.1% | Reduced |
| Treasurer of the State of North Carolina | 57,874 | $18.2M | 0.06% | +1,230+2.2% | Added |
| Canada Pension Plan Investment Board | 57,499 | $18.1M | 0.01% | −127,479−68.9% | Reduced |
| Gotham Asset Management, LLC | 57,218 | $18.0M | 0.06% | +6,216+12.2% | Added |
| Pictet Asset Management Holding SA | 56,370 | $17.7M | 0.02% | −1,454−2.5% | Reduced |
| Asset Management One Co.,Ltd. | 55,478 | $17.4M | 0.05% | +125+0.2% | Added |
| Susquehanna International Group, LLP | 55,391 | $17.4M | 0.02% | +34,126+160.5% | Added |
| Clearbridge Investments, LLC | 55,103 | $17.3M | 0.02% | +40,958+289.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 53,801 | $16.9M | 0.04% | +2,042+3.9% | Added |
| KLP Kapitalforvaltning AS | 52,560 | $16.5M | 0.06% | +5,280+11.2% | Added |
| Holocene Advisors, LP | 50,000 | $15.7M | 0.04% | −200,000−80.0% | Reduced |
| Coronation Fund Managers Ltd. | 49,207 | $15.5M | 0.70% | +6,347+14.8% | Added |
| Quantinno Capital Management LP | 48,924 | $15.4M | 0.03% | +7,558+18.3% | Added |
| Korea Investment CORP | 48,081 | $15.1M | 0.03% | −31,581−39.6% | Reduced |
| Citadel Advisors LLC | 48,068 | $15.1M | 0.01% | +16,557+52.5% | Added |
| State of Tennessee, Treasury Department | 47,818 | $15.0M | 0.05% | +999+2.1% | Added |
| Tredje AP-fonden | 47,086 | $14.8M | 0.08% | +47,086 | New |
| Nomura Asset Management Co Ltd | 46,647 | $14.7M | 0.04% | +2,589+5.9% | Added |
| State of New Jersey Common Pension Fund D | 46,246 | $14.5M | 0.06% | +1,198+2.7% | Added |
| Mn Services Vermogensbeheer B.V. | 46,218 | $14.5M | 0.10% | −800−1.7% | Reduced |
| Marshall Wace, LLP | 45,874 | $14.4M | 0.02% | +19,680+75.1% | Added |
| Toronto Dominion Bank | 45,099 | $14.2M | 0.03% | −943−2.0% | Reduced |
| UniSuper Management Pty Ltd | 44,253 | $13.9M | 0.09% | −9,547−17.7% | Reduced |
| Assenagon Asset Management S.A. | 43,596 | $13.7M | 0.02% | −122,168−73.7% | Reduced |
| Freestone Grove Partners LP | 42,899 | $13.5M | 0.10% | +42,899 | New |
| Schroder Investment Management Group | 45,053 | $13.1M | 0.01% | −17,294−27.7% | Reduced |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 40,703 | $12.8M | 0.19% | +29,655+268.4% | Added |
| Woodline Partners LP | 40,330 | $12.7M | 0.05% | +10,049+33.2% | Added |
| Resona Asset Management Co.,Ltd. | 40,772 | $12.6M | 0.06% | +1,603+4.1% | Added |
| Public Employees Retirement System of Ohio | 39,365 | $12.4M | 0.04% | −15,189−27.8% | Reduced |
| Octahedron Capital Management L.P. | 39,100 | $12.3M | 8.94% | +39,100 | New |
| MetLife Investment Management | 39,045 | $12.3M | 0.06% | −1,275−3.2% | Reduced |
| KBC Group NV | 38,679 | $12.2M | 0.03% | −164,035−80.9% | Reduced |
| Czech National Bank | 38,516 | $12.1M | 0.08% | +1,255+3.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 38,020 | $12.0M | 0.11% | +7,146+23.1% | Added |
| CIBC Bancorp USA Inc. | 37,746 | $11.9M | 0.02% | +37,746 | New |
| Empowered Funds, LLC | 37,621 | $11.8M | 0.08% | +37,621 | New |
| State of Michigan Retirement System | 36,900 | $11.6M | 0.06% | −100−0.3% | Reduced |
| Ensign Peak Advisors, Inc | 36,761 | $11.6M | 0.02% | +7,591+26.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 36,598 | $11.5M | 0.03% | +7,544+26.0% | Added |
| Arizona State Retirement System | 36,597 | $11.5M | 0.07% | +379+1.0% | Added |
| Xponance, Inc. | 36,552 | $11.5M | 0.08% | +2,987+8.9% | Added |
| National Bank of Canada | 36,395 | $11.4M | 0.01% | −59,543−62.1% | Reduced |
| Blair William & Co | 35,240 | $11.1M | 0.03% | −3,073−8.0% | Reduced |
| STRS Ohio | 34,833 | $11.0M | 0.04% | −50.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 34,582 | $10.9M | 0.02% | −1,317−3.7% | Reduced |
| Standard Life Aberdeen plc | 33,892 | $10.7M | 0.02% | +219+0.7% | Added |
| CIBC Asset Management Inc | 33,482 | $10.5M | 0.03% | +535+1.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,943 | $10.4M | 0.05% | +47+0.1% | Added |
| ProShare Advisors LLC | 32,870 | $10.3M | 0.02% | −4,004−10.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 32,430 | $10.2M | 0.06% | +4,610+16.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 32,030 | $10.1M | 0.01% | −892−2.7% | Reduced |
| Amalgamated Bank | 30,513 | $9.59M | 0.07% | −642−2.1% | Reduced |