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, Q2 2026
Institutional positions in Carvana Co. as of Jun 30, 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
- 820
- +43 vs. Q1 2026
- Shares held
- 739.9M
- −12.7M (−1.7%) vs. Q1 2026Converted for a 5-for-1 split
- Total value
- $48.6B
- +$1.37B (+2.9%) vs. Q1 2026
- New holders
- 149
- 319 more added
- Sold out
- 106
- 251 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 472,281 | $31.1M | 0.01% | +19,916+4.4% | AddedConverted for a 5-for-1 split |
| Capricorn Fund Managers Ltd | 475,000 | $31.3M | 2.50% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Bank of Montreal | 490,321 | $32.3M | 0.01% | +132,416+37.0% | AddedConverted for a 5-for-1 split |
| Gavilan Investment Partners LLC | 495,000 | $32.6M | 7.93% | +35,000+7.6% | AddedConverted for a 5-for-1 split |
| Great West Life Assurance Co | 504,886 | $33.2M | 0.05% | −14,364−2.8% | ReducedConverted for a 5-for-1 split |
| New York State Teachers Retirement System | 513,485 | $33.8M | 0.06% | −14,605−2.8% | ReducedConverted for a 5-for-1 split |
| Summit Partners Public Asset Management, LLC | 525,000 | $34.6M | 0.90% | −122,715−18.9% | ReducedConverted for a 5-for-1 split |
| Russell Investments Group, Ltd. | 556,307 | $36.5M | 0.03% | −236,708−29.8% | ReducedConverted for a 5-for-1 split |
| Aviva PLC | 564,596 | $37.2M | 0.05% | 00.0% | UnchangedConverted for a 5-for-1 split |
| State Board of Administration of Florida Retirement System | 586,205 | $38.6M | 0.06% | −7,770−1.3% | ReducedConverted for a 5-for-1 split |
| RDST Capital LLC | 604,579 | $39.8M | 3.30% | −269,431−30.8% | ReducedConverted for a 5-for-1 split |
| Chicago Capital, LLC | 605,757 | $39.9M | 0.96% | +568,552+1,528.2% | AddedConverted for a 5-for-1 split |
| 1832 Asset Management L.P. | 629,150 | $41.4M | 0.05% | −171,100−21.4% | ReducedConverted for a 5-for-1 split |
| Tremblant Capital Group | 630,952 | $41.5M | 1.19% | −10,968−1.7% | ReducedConverted for a 5-for-1 split |
| Adage Capital Partners GP, L.L.C. | 638,400 | $42.0M | 0.06% | +84,900+15.3% | AddedConverted for a 5-for-1 split |
| Davidson Kempner Capital Management LP | 656,500 | $43.2M | 0.69% | +250,000+61.5% | AddedConverted for a 5-for-1 split |
| Jacobs Levy Equity Management, Inc | 681,957 | $44.9M | 0.16% | −13,148−1.9% | ReducedConverted for a 5-for-1 split |
| Anabranch Capital Management, LP | 698,029 | $45.9M | 35.10% | +217,424+45.2% | AddedConverted for a 5-for-1 split |
| Nordea Investment Management AB | 733,124 | $46.0M | 0.04% | +8,059+1.1% | AddedConverted for a 5-for-1 split |
| New York State Common Retirement Fund | 699,670 | $46.1M | 0.06% | +352,300+101.4% | AddedConverted for a 5-for-1 split |
| Worldquant Millennium Advisors LLC | 740,773 | $48.8M | 0.17% | +740,773 | New |
| 683 Capital Management, LLC | 750,000 | $49.4M | 4.54% | −25,000−3.2% | ReducedConverted for a 5-for-1 split |
| Steadview Capital Management LLC | 755,616 | $49.7M | 14.96% | +22,316+3.0% | AddedConverted for a 5-for-1 split |
| Goldentree Asset Management LP | 774,333 | $50.9M | 2.96% | +774,333 | New |
| 3G Capital Partners LP | 775,000 | $51.0M | 13.67% | +87,500+12.7% | AddedConverted for a 5-for-1 split |
| Allspring Global Investments Holdings, LLC | 764,193 | $51.9M | 0.08% | −327,602−30.0% | ReducedConverted for a 5-for-1 split |
| Palestra Capital Management LLC | 795,635 | $52.4M | 1.78% | −1,194,400−60.0% | ReducedConverted for a 5-for-1 split |
| Principal Financial Group Inc | 803,982 | $52.9M | 0.03% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Barclays PLC | 811,106 | $53.4M | 0.02% | −685,344−45.8% | ReducedConverted for a 5-for-1 split |
| Electron Capital Partners, LLC | 813,127 | $53.5M | 2.14% | +813,127 | New |
| TD Asset Management Inc | 817,024 | $53.8M | 0.05% | −16,056−1.9% | ReducedConverted for a 5-for-1 split |
| Raymond James Financial Inc | 844,917 | $55.6M | 0.02% | −957,818−53.1% | ReducedConverted for a 5-for-1 split |
| Kinetic Partners Management, LP | 868,295 | $57.2M | 1.36% | +6,200+0.7% | AddedConverted for a 5-for-1 split |
| Bessemer Group Inc | 878,133 | $57.8M | 0.08% | −10,837−1.2% | ReducedConverted for a 5-for-1 split |
| Jones Financial Companies LLLP | 991,141 | $61.8M | 0.02% | +201,406+25.5% | AddedConverted for a 5-for-1 split |
| California Public Employees Retirement System | 964,057 | $63.5M | 0.04% | +44,727+4.9% | AddedConverted for a 5-for-1 split |
| California State Teachers Retirement System | 970,319 | $63.9M | 0.06% | −47,256−4.6% | ReducedConverted for a 5-for-1 split |
| Primecap Management Co | 987,625 | $65.0M | 0.04% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Spyglass Capital Management LLC | 992,632 | $65.3M | 3.54% | +155,677+18.6% | AddedConverted for a 5-for-1 split |
| Natixis Advisors, L.P. | 1,014,441 | $66.8M | 0.08% | +205,591+25.4% | AddedConverted for a 5-for-1 split |
| Scopus Asset Management, L.P. | 1,016,750 | $66.9M | 1.58% | +89,875+9.7% | AddedConverted for a 5-for-1 split |
| Susquehanna International Group, LLP | 1,037,474 | $68.3M | 0.06% | +760,519+274.6% | AddedConverted for a 5-for-1 split |
| General Equity Holdings LP | 1,085,165 | $71.4M | 42.64% | −158,065−12.7% | ReducedConverted for a 5-for-1 split |
| Senator Investment Group LP | 1,137,870 | $74.9M | 2.73% | +215,000+23.3% | AddedConverted for a 5-for-1 split |
| No Street GP LP | 1,201,343 | $79.1M | 4.75% | −183,657−13.3% | ReducedConverted for a 5-for-1 split |
| Rhumbline Advisers | 1,220,128 | $80.3M | 0.06% | −114,422−8.6% | ReducedConverted for a 5-for-1 split |
| HSBC Holdings PLC | 1,270,750 | $83.2M | 0.04% | +91,905+7.8% | AddedConverted for a 5-for-1 split |
| Vanguard Asset Management, Ltd | 1,314,302 | $86.5M | 0.06% | +150,417+12.9% | AddedConverted for a 5-for-1 split |
| Lord, Abbett & Co. LLC | 1,391,558 | $91.6M | 0.26% | +43,968+3.3% | AddedConverted for a 5-for-1 split |
| BNP Paribas Arbitrage, SA | 1,395,257 | $91.8M | 0.05% | +73,857+5.6% | AddedConverted for a 5-for-1 split |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,491,778 | $98.2M | 0.06% | +42,928+3.0% | AddedConverted for a 5-for-1 split |
| Styrax Capital, LP | 1,500,000 | $98.7M | 6.51% | 00.0% | UnchangedConverted for a 5-for-1 split |
| National Pension Service | 1,508,963 | $99.3M | 0.06% | +134,868+9.8% | AddedConverted for a 5-for-1 split |
| Vanguard Global Advisers, LLC | 1,543,618 | $101.6M | 0.05% | −9,432−0.6% | ReducedConverted for a 5-for-1 split |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,661,389 | $109.4M | 0.06% | +110,709+7.1% | AddedConverted for a 5-for-1 split |
| First Trust Advisors LP | 1,708,542 | $112.5M | 0.07% | −335,208−16.4% | ReducedConverted for a 5-for-1 split |
| Par Capital Management Inc | 1,739,360 | $114.5M | 2.84% | 00.0% | UnchangedConverted for a 5-for-1 split |
| RV Capital GmbH | 1,763,296 | $116.1M | 30.31% | −123,194−6.5% | ReducedConverted for a 5-for-1 split |
| Bank of America Corp | 1,791,844 | $117.9M | 0.01% | −106,436−5.6% | ReducedConverted for a 5-for-1 split |
| Selkirk Management LLC | 1,801,100 | $118.5M | 41.15% | −25,000−1.4% | ReducedConverted for a 5-for-1 split |
| Swiss National Bank | 1,814,900 | $119.5M | 0.06% | −161,000−8.1% | ReducedConverted for a 5-for-1 split |
| Deutsche Bank AG | 1,852,668 | $121.9M | 0.04% | −316,207−14.6% | ReducedConverted for a 5-for-1 split |
| Manufacturers Life Insurance Company, The | 1,898,095 | $124.9M | 0.10% | −61,655−3.1% | ReducedConverted for a 5-for-1 split |
| Axxion S.A. | 1,925,000 | $126.7M | 9.06% | +1,925,000 | New |
| Millennium Management LLC | 2,093,072 | $137.8M | 0.09% | +1,098,552+110.5% | AddedConverted for a 5-for-1 split |
| Citigroup Inc | 2,185,480 | $143.8M | 0.07% | +902,270+70.3% | AddedConverted for a 5-for-1 split |
| Massachusetts Financial Services Co | 2,287,092 | $150.5M | 0.05% | −2,337,083−50.5% | ReducedConverted for a 5-for-1 split |
| North Peak Capital Management, LLC | 2,306,869 | $151.8M | 16.87% | +202,044+9.6% | AddedConverted for a 5-for-1 split |
| Amundi | 2,421,045 | $159.4M | 0.04% | −102,435−4.1% | ReducedConverted for a 5-for-1 split |
| Nuveen, LLC | 2,484,804 | $163.5M | 0.04% | +368,379+17.4% | AddedConverted for a 5-for-1 split |
| Marshall Wace, LLP | 2,626,104 | $172.9M | 0.15% | +2,396,734+1,044.9% | AddedConverted for a 5-for-1 split |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,638,673 | $173.7M | 1.57% | +537,293+25.6% | AddedConverted for a 5-for-1 split |
| National Philanthropic Trust | 2,755,452 | $181.4M | 2.62% | −529,968−16.1% | ReducedConverted for a 5-for-1 split |
| Massachusetts Institute of Technology | 2,891,500 | $190.3M | 25.98% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Franklin Resources Inc | 2,944,858 | $193.8M | 0.04% | −725,272−19.8% | ReducedConverted for a 5-for-1 split |
| Legal & General Group Plc | 2,958,502 | $194.7M | 0.04% | −312,473−9.6% | ReducedConverted for a 5-for-1 split |
| Dream Peak Capital Ltd | 2,998,748 | $197.4M | 19.48% | +721,123+31.7% | AddedConverted for a 5-for-1 split |
| Dimensional Fund Advisors LP | 3,075,680 | $202.4M | 0.04% | +52,035+1.7% | AddedConverted for a 5-for-1 split |
| Coatue Management LLCSuperinvestorCoatue Management | 3,278,865 | $215.8M | 0.44% | −126,135−3.7% | ReducedConverted for a 5-for-1 split |
| UBS Asset Management Americas Inc | 3,325,237 | $218.9M | 0.04% | −404,473−10.8% | ReducedConverted for a 5-for-1 split |
| Goodnow Investment Group, LLC | 3,403,185 | $224.0M | 23.24% | −219,020−6.0% | ReducedConverted for a 5-for-1 split |
| Goldman Sachs Group Inc | 3,412,565 | $224.6M | 0.02% | +243,745+7.7% | AddedConverted for a 5-for-1 split |
| Bank of New York Mellon Corp | 3,475,532 | $228.8M | 0.04% | −75,788−2.1% | ReducedConverted for a 5-for-1 split |
| Wells Fargo & Company | 3,608,854 | $237.5M | 0.04% | −237,096−6.2% | ReducedConverted for a 5-for-1 split |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 3,779,517 | $248.8M | 0.72% | +437,357+13.1% | AddedConverted for a 5-for-1 split |
| Vanguard Fiduciary Trust Co | 4,082,645 | $268.7M | 0.06% | +33,790+0.8% | AddedConverted for a 5-for-1 split |
| Divisadero Street Capital Management, LP | 4,163,614 | $274.0M | 6.39% | +3,030,434+267.4% | AddedConverted for a 5-for-1 split |
| Whale Rock Capital Management LLC | 4,267,080 | $280.9M | 2.25% | −120,690−2.8% | ReducedConverted for a 5-for-1 split |
| Sachem Head Capital Management LP | 4,475,000 | $294.5M | 6.11% | +525,000+13.3% | AddedConverted for a 5-for-1 split |
| UBS Group AG | 4,507,857 | $296.7M | 0.05% | −109,743−2.4% | ReducedConverted for a 5-for-1 split |
| Renaissance Technologies LLC | 5,122,450 | $337.2M | 0.46% | −883,640−14.7% | ReducedConverted for a 5-for-1 split |
| Norges Bank | 5,243,494 | $345.1M | 0.03% | +5,243,494 | New |
| Charles Schwab Investment Management Inc | 5,538,645 | $364.6M | 0.05% | +364,945+7.1% | AddedConverted for a 5-for-1 split |
| Northern Trust Corp | 6,168,923 | $406.0M | 0.05% | +103,648+1.7% | AddedConverted for a 5-for-1 split |
| Morgan Stanley | 6,370,368 | $419.3M | 0.02% | −371,112−5.5% | ReducedConverted for a 5-for-1 split |
| Durable Capital Partners LP | 6,720,882 | $442.4M | 4.30% | +1,742,177+35.0% | AddedConverted for a 5-for-1 split |
| KPS Global Asset Management UK Ltd | 7,500,000 | $493.6M | 79.62% | 00.0% | UnchangedConverted for a 5-for-1 split |
| Invesco Ltd. | 7,616,853 | $501.3M | 0.04% | +2,283,788+42.8% | AddedConverted for a 5-for-1 split |
| JPMorgan Chase & Co | 8,617,436 | $549.1M | 0.03% | −4,066,574−32.1% | ReducedConverted for a 5-for-1 split |
| Sands Capital Management, LLC | 8,462,945 | $557.0M | 2.07% | −2,123,295−20.1% | ReducedConverted for a 5-for-1 split |