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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 30,425 | $9.57M | 0.01% | +65+0.2% | Added |
| Retirement Systems of Alabama | 30,031 | $9.44M | 0.03% | −53−0.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 29,750 | $9.35M | 0.05% | −1,395−4.5% | Reduced |
| Covalis Capital LLP | 28,821 | $9.06M | 0.56% | +28,821 | New |
| DnB Asset Management AS | 28,705 | $9.02M | 0.03% | +3,531+14.0% | Added |
| Daiwa Securities Group Inc. | 28,114 | $8.84M | 0.03% | +6,127+27.9% | Added |
| Wealthfront Advisers LLC | 27,919 | $8.78M | 0.02% | +559+2.0% | Added |
| IFM Investors Pty Ltd | 27,664 | $8.70M | 0.07% | +2,146+8.4% | Added |
| Los Angeles Capital Management LLC | 27,409 | $8.62M | 0.03% | −192,271−87.5% | Reduced |
| Creative Planning | 27,397 | $8.61M | 0.01% | −169−0.6% | Reduced |
| USS Investment Management Ltd | 27,024 | $8.50M | 0.04% | +906+3.5% | Added |
| Defiance ETFs, LLC | 26,754 | $8.41M | 0.12% | +26,754 | New |
| Flight Deck Capital, LP | 26,340 | $8.28M | 6.02% | −5,520−17.3% | Reduced |
| SEB Asset Management AB | 26,229 | $8.25M | 0.04% | +26,229 | New |
| Metavasi Capital LP | 26,000 | $8.17M | 4.87% | +14,895+134.1% | Added |
| Landscape Capital Management, L.L.C. | 25,438 | $8.00M | 0.51% | +10,636+71.9% | Added |
| Ci Investments Inc. | 24,791 | $7.79M | 0.04% | +7,956+47.3% | Added |
| OP Asset Management Ltd | 24,161 | $7.60M | 0.08% | +984+4.2% | Added |
| Public Sector Pension Investment Board | 23,581 | $7.41M | 0.02% | +3,981+20.3% | Added |
| Silvant Capital Management LLC | 23,337 | $7.34M | 0.25% | +1,708+7.9% | Added |
| Advisor Group Holdings, Inc. | 23,234 | $7.31M | 0.01% | −8,461−26.7% | Reduced |
| GWM Advisors LLC | 22,356 | $7.03M | 0.03% | +4,106+22.5% | Added |
| Mackenzie Financial Corp | 22,078 | $6.94M | 0.01% | +1,562+7.6% | Added |
| Utah Retirement Systems | 21,977 | $6.91M | 0.07% | 00.0% | Unchanged |
| Van Eck Associates Corp | 21,566 | $6.78M | 0.01% | +1,488+7.4% | Added |
| Illinois Municipal Retirement Fund | 21,553 | $6.78M | 0.09% | −4,369−16.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 20,726 | $6.52M | 0.06% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 20,167 | $6.34M | 0.03% | +2,883+16.7% | Added |
| Two Sigma Investments, LP | 19,764 | $6.21M | 0.01% | −373,768−95.0% | Reduced |
| New York Life Investment Management LLC | 19,591 | $6.16M | 0.05% | +254+1.3% | Added |
| O'Shaughnessy Asset Management, LLC | 19,583 | $6.16M | 0.03% | +4,410+29.1% | Added |
| Rakuten Investment Management, Inc. | 20,651 | $6.01M | 0.01% | +2,481+13.7% | Added |
| British Columbia Investment Management Corp | 18,559 | $5.83M | 0.03% | −4,717−20.3% | Reduced |
| AQR Capital Management LLC | 19,969 | $5.82M | 0.00% | −4,604−18.7% | Reduced |
| Private Advisor Group, LLC | 18,452 | $5.80M | 0.03% | −537−2.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 18,037 | $5.67M | 0.05% | +205+1.1% | Added |
| KR Capital LP | 17,817 | $5.60M | 1.12% | +17,817 | New |
| Eurizon Capital SGR S.p.A. | 17,814 | $5.59M | 0.02% | +385+2.2% | Added |
| Bank of Nova Scotia | 17,646 | $5.55M | 0.01% | −2,813−13.7% | Reduced |
| Pathstone Holdings, LLC | 17,394 | $5.47M | 0.02% | −629−3.5% | Reduced |
| M&T Bank Corp | 17,263 | $5.43M | 0.02% | −770−4.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 17,252 | $5.42M | 0.04% | +17,252 | New |
| Nissay Asset Management Corp | 17,249 | $5.42M | 0.03% | +659+4.0% | Added |
| BloombergSen Inc. | 17,188 | $5.40M | 0.61% | +1,980+13.0% | Added |
| Credit Agricole S A | 16,712 | $5.25M | 0.02% | −66,544−79.9% | Reduced |
| Oregon Public Employees Retirement Fund | 16,194 | $5.09M | 0.07% | −60.0% | Reduced |
| Zacks Investment Management | 16,151 | $5.08M | 0.04% | −474−2.9% | Reduced |
| Anson Funds Management LP | 16,000 | $5.03M | 0.66% | +15,000+1,500.0% | Added |
| Swiss Life Asset Management Ltd | 15,582 | $4.90M | 0.02% | +2,981+23.7% | Added |
| Mediolanum International Funds Ltd | 16,789 | $4.88M | 0.05% | −1,879−10.1% | Reduced |
| JustInvest LLC | 15,292 | $4.81M | 0.05% | −1,563−9.3% | Reduced |
| Mutual of America Capital Management LLC | 15,039 | $4.73M | 0.05% | −142−0.9% | Reduced |
| Rafferty Asset Management, LLC | 15,018 | $4.72M | 0.02% | −2,612−14.8% | Reduced |
| Jane Street Group, LLC | 14,937 | $4.70M | 0.01% | +1,702+12.9% | Added |
| Jefferies Financial Group Inc. | 14,698 | $4.62M | 0.06% | −38,935−72.6% | Reduced |
| Navellier & Associates Inc | 14,622 | $4.60M | 0.48% | +934+6.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 14,515 | $4.56M | 0.01% | −1,702−10.5% | Reduced |
| Fifth Third Bancorp | 14,154 | $4.45M | 0.01% | +13,766+3,547.9% | Added |
| State of Alaska, Department of Revenue | 13,975 | $4.39M | 0.05% | −75−0.5% | Reduced |
| Janus Henderson Group PLC | 13,730 | $4.32M | 0.00% | −564−3.9% | Reduced |
| Yousif Capital Management, LLC | 13,571 | $4.27M | 0.05% | −292−2.1% | Reduced |
| Assetmark, Inc | 13,448 | $4.23M | 0.01% | −8,063−37.5% | Reduced |
| Nemes Rush Group LLC | 13,251 | $4.17M | 0.40% | −17−0.1% | Reduced |
| Nisa Investment Advisors, LLC | 13,194 | $4.15M | 0.02% | −3,696−21.9% | Reduced |
| Cornerstone Advisors, LLC | 12,955 | $4.07M | 0.15% | +12,955 | New |
| The PNC Financial Services Group, Inc. | 12,817 | $4.03M | 0.00% | +8,069+169.9% | Added |
| Robeco Institutional Asset Management B.V. | 12,540 | $3.94M | 0.01% | −852−6.4% | Reduced |
| Engle Capital Management, L.P. | 12,000 | $3.77M | 1.29% | +6,000+100.0% | Added |
| IMC-Chicago, LLC | 11,930 | $3.75M | 0.06% | +11,930 | New |
| Public Employees Retirement Association of Colorado | 11,649 | $3.66M | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 11,615 | $3.65M | 0.04% | −243−2.0% | Reduced |
| Omers Administration Corp | 11,244 | $3.53M | 0.02% | +1,621+16.8% | Added |
| Great Valley Advisor Group, Inc. | 11,202 | $3.52M | 0.06% | +493+4.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 11,180 | $3.51M | 0.03% | −1,420−11.3% | Reduced |
| Avanza Fonder AB | 11,058 | $3.48M | 0.10% | 00.0% | Unchanged |
| Prudential PLC | 11,014 | $3.46M | 0.03% | +3,485+46.3% | Added |
| Teachers Retirement System of the State of Kentucky | 11,000 | $3.46M | 0.03% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 10,807 | $3.40M | 0.04% | +705+7.0% | Added |
| Allstate Corp | 10,617 | $3.34M | 0.04% | +836+8.5% | Added |
| Commerce Bank | 10,397 | $3.27M | 0.02% | −364−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 10,372 | $3.26M | 0.07% | +3,817+58.2% | Added |
| XTX Topco Ltd | 10,281 | $3.23M | 0.06% | +4,030+64.5% | Added |
| Banco Santander, S.A. | 10,141 | $3.19M | 0.03% | +10,141 | New |
| Penserra Capital Management LLC | 9,878 | $3.10M | 0.04% | −2,963−23.1% | Reduced |
| Colony Group, LLC | 9,787 | $3.05M | 0.00% | −5,809−37.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,672 | $3.04M | 0.17% | +9,672 | New |
| Investment Management Corp of Ontario | 9,631 | $3.03M | 0.04% | −1,945−16.8% | Reduced |
| Macquarie Group Ltd | 9,536 | $3.00M | 0.02% | −5,092−34.8% | Reduced |
| Geometric Wealth Advisors | 9,444 | $2.97M | 0.37% | −1,560−14.2% | Reduced |
| D. E. Shaw & Co., Inc. | 9,285 | $2.92M | 0.00% | −59,423−86.5% | Reduced |
| Vontobel Holding Ltd. | 9,233 | $2.90M | 0.01% | +5,823+170.8% | Added |
| Candriam Luxembourg S.C.A. | 9,197 | $2.89M | 0.02% | −29−0.3% | Reduced |
| Ethic Inc. | 9,023 | $2.84M | 0.04% | +1,639+22.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 8,881 | $2.79M | 0.00% | +3,291+58.9% | Added |
| CVFG LLC | 8,807 | $2.77M | 0.34% | +8,807 | New |
| Taylor Frigon Capital Management LLC | 8,761 | $2.75M | 1.57% | +923+11.8% | Added |
| Mizuho Securities USA LLC | 8,550 | $2.69M | 0.06% | −1,747−17.0% | Reduced |
| Norinchukin Bank, The | 8,474 | $2.66M | 0.03% | +2,890+51.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 8,390 | $2.63M | 0.01% | +2,117+33.7% | Added |
| J.Safra Asset Management Corp | 8,228 | $2.59M | 0.14% | +4,658+130.5% | Added |