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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.

Institutional holdersQ2 2026: 820 institutions
Q1 2021: 435 institutionsQ2 2021: 441 institutionsQ3 2021: 442 institutionsQ4 2021: 422 institutionsQ1 2022: 382 institutionsQ2 2022: 308 institutionsQ3 2022: 272 institutionsQ4 2022: 224 institutionsQ1 2023: 215 institutionsQ2 2023: 246 institutionsQ3 2023: 257 institutionsQ4 2023: 292 institutionsQ1 2024: 334 institutionsQ2 2024: 411 institutionsQ3 2024: 489 institutionsQ4 2024: 586 institutionsQ1 2025: 613 institutionsQ2 2025: 741 institutionsQ3 2025: 775 institutionsQ4 2025: 852 institutionsQ1 2026: 781 institutionsQ2 2026: 820 institutions
Value heldQ2 2026: $48.6B
Q1 2021: $24.6BQ2 2021: $28.5BQ3 2021: $29.2BQ4 2021: $24.3BQ1 2022: $12.7BQ2 2022: $2.79BQ3 2022: $2.57BQ4 2022: $587.4MQ1 2023: $1.09BQ2 2023: $2.82BQ3 2023: $4.65BQ4 2023: $6.31BQ1 2024: $10.2BQ2 2024: $15.0BQ3 2024: $20.8BQ4 2024: $25.5BQ1 2025: $25.8BQ2 2025: $44.6BQ3 2025: $51.3BQ4 2025: $61.7BQ1 2026: $47.3BQ2 2026: $48.6B
Institutions holding CVNA and their total value by quarter
QuarterHoldersValue
Q2 2026820$48.6B
Q1 2026781$47.3B
Q4 2025852$61.7B
Q3 2025775$51.3B
Q2 2025741$44.6B
Q1 2025613$25.8B
Q4 2024586$25.5B
Q3 2024489$20.8B
Q2 2024411$15.0B
Q1 2024334$10.2B
Q4 2023292$6.31B
Q3 2023257$4.65B
Q2 2023246$2.82B
Q1 2023215$1.09B
Q4 2022224$587.4M
Q3 2022272$2.57B
Q2 2022308$2.79B
Q1 2022382$12.7B
Q4 2021422$24.3B
Q3 2021442$29.2B
Q2 2021441$28.5B
Q1 2021435$24.6B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Carvana Co.; share changes are against Q1 2026.

Institutions holding CVNA in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Exor Capital LLP9,283,819$611.1M13.15%−3,456,566−27.1%ReducedConverted for a 5-for-1 split
Lone Pine Capital LLCSuperinvestorLone Pine Capital10,520,666$692.5M4.23%+1,747,121+19.9%AddedConverted for a 5-for-1 split
Aspex Management (HK) Ltd10,891,999$716.9M8.08%+1,796,549+19.8%AddedConverted for a 5-for-1 split
Spruce House Investment Management LLC11,675,000$768.4M22.61%00.0%UnchangedConverted for a 5-for-1 split
Viking Global Investors LPSuperinvestorViking Global Investors12,322,311$811.1M2.31%−1,577,864−11.4%ReducedConverted for a 5-for-1 split
Capital World Investors14,200,258$934.7M0.11%+1,173,333+9.0%AddedConverted for a 5-for-1 split
Geode Capital Management, LLC16,653,349$1.09B0.06%−2,910,486−14.9%ReducedConverted for a 5-for-1 split
Greenoaks Capital Partners LLC21,344,170$1.40B59.61%+330,000+1.6%AddedConverted for a 5-for-1 split
CAS Investment Partners, LLC22,559,570$1.48B78.85%−146,885−0.6%ReducedConverted for a 5-for-1 split
Capital International Investors23,257,742$1.53B0.32%+6,617,827+39.8%AddedConverted for a 5-for-1 split
State Street Corp29,435,364$1.94B0.06%+970,654+3.4%AddedConverted for a 5-for-1 split
Vanguard Portfolio Management LLC32,154,471$2.12B0.10%+417,636+1.3%AddedConverted for a 5-for-1 split
FMR LLC33,604,708$2.21B0.10%−3,629,367−9.7%ReducedConverted for a 5-for-1 split
Vanguard Capital Management LLC45,590,117$3.00B0.06%+619,977+1.4%AddedConverted for a 5-for-1 split
BlackRock, Inc.48,494,910$3.19B0.05%−9,165,875−15.9%ReducedConverted for a 5-for-1 split
Capital Research Global Investors63,423,386$4.17B0.58%+9,170,861+16.9%AddedConverted for a 5-for-1 split
Price T Rowe Associates Inc84,695,539$5.57B0.56%−4,212,996−4.7%ReducedConverted for a 5-for-1 split
Alliancebernstein L.P.781,958––+7,813+1.0%AddedConverted for a 5-for-1 split
J. Safra Sarasin Holding AG744––−10,726−93.5%ReducedConverted for a 5-for-1 split
Coppell Advisory Solutions LLC18––+18New
Dragoneer Investment Group, LLC0$00.00%−6,264,800−100.0%Sold outConverted for a 5-for-1 split
Capitolis Liquid Global Markets LLC0$00.00%−1,170,000−100.0%Sold outConverted for a 5-for-1 split
Thrive Capital Management, LLC0$00.00%−1,133,805−100.0%Sold outConverted for a 5-for-1 split
Avala Global LP0$00.00%−1,120,400−100.0%Sold outConverted for a 5-for-1 split
Point72 Asset Management, L.P.0$00.00%−1,074,890−100.0%Sold outConverted for a 5-for-1 split
Artisan Partners Limited Partnership0$00.00%−924,660−100.0%Sold outConverted for a 5-for-1 split
Alyeska Investment Group, L.P.0$00.00%−792,100−100.0%Sold outConverted for a 5-for-1 split
APG Asset Management N.V.0$00.00%−363,400−100.0%Sold outConverted for a 5-for-1 split
Coronation Fund Managers Ltd.0$00.00%−246,035−100.0%Sold outConverted for a 5-for-1 split
Freestone Grove Partners LP0$00.00%−214,495−100.0%Sold outConverted for a 5-for-1 split
Covalis Capital LLP0$00.00%−144,105−100.0%Sold outConverted for a 5-for-1 split
Defiance ETFs, LLC0$00.00%−133,770−100.0%Sold outConverted for a 5-for-1 split
Silvant Capital Management LLC0$00.00%−116,685−100.0%Sold outConverted for a 5-for-1 split
Illinois Municipal Retirement Fund0$00.00%−107,765−100.0%Sold outConverted for a 5-for-1 split
IMC-Chicago, LLC0$00.00%−59,650−100.0%Sold outConverted for a 5-for-1 split
D. E. Shaw & Co., Inc.0$00.00%−46,425−100.0%Sold outConverted for a 5-for-1 split
Patton Fund Management, Inc.0$00.00%−40,450−100.0%Sold outConverted for a 5-for-1 split
Marex Group plc0$00.00%−35,750−100.0%Sold outConverted for a 5-for-1 split
PCJ Investment Counsel Ltd.0$00.00%−32,480−100.0%Sold outConverted for a 5-for-1 split
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−30,860−100.0%Sold outConverted for a 5-for-1 split
First Citizens Bank & Trust Co0$00.00%−30,805−100.0%Sold outConverted for a 5-for-1 split
Edgestream Partners, L.P.0$00.00%−30,035−100.0%Sold outConverted for a 5-for-1 split
Carnegie Capital Asset Management, LLC0$00.00%−28,885−100.0%Sold outConverted for a 5-for-1 split
Next Century Growth Investors LLC0$00.00%−27,560−100.0%Sold outConverted for a 5-for-1 split
CTC LLC0$00.00%−19,330−100.0%Sold outConverted for a 5-for-1 split
Quantitative Investment Management, LLC0$00.00%−19,065−100.0%Sold outConverted for a 5-for-1 split
QVT Financial LP0$00.00%−18,330−100.0%Sold outConverted for a 5-for-1 split
PDT Partners, LLC0$00.00%−17,135−100.0%Sold outConverted for a 5-for-1 split
Clear Street Group Inc.0$00.00%−15,705−100.0%Sold outConverted for a 5-for-1 split
Persistent Asset Partners Ltd0$00.00%−15,000−100.0%Sold outConverted for a 5-for-1 split
SMART Wealth LLC0$00.00%−14,140−100.0%Sold outConverted for a 5-for-1 split
Buckingham Strategic Partners0$00.00%−13,995−100.0%Sold outConverted for a 5-for-1 split
Sig Brokerage, LP0$00.00%−13,645−100.0%Sold outConverted for a 5-for-1 split
Lido Advisors, LLC0$00.00%−13,570−100.0%Sold outConverted for a 5-for-1 split
DoubleLine ETF Adviser LP0$00.00%−12,470−100.0%Sold outConverted for a 5-for-1 split
Calamos Advisors LLC0$00.00%−12,025−100.0%Sold outConverted for a 5-for-1 split
RiverFront Investment Group, LLC0$00.00%−11,955−100.0%Sold outConverted for a 5-for-1 split
World Equity Group, Inc.0$00.00%−11,810−100.0%Sold outConverted for a 5-for-1 split
SIH Partners, LLLP0$00.00%−11,075−100.0%Sold outConverted for a 5-for-1 split
Marathon Trading Investment Management LLC0$00.00%−9,655−100.0%Sold outConverted for a 5-for-1 split
Morris Retirement Advisors, LLC0$00.00%−9,355−100.0%Sold outConverted for a 5-for-1 split
Mount Lucas Management LP0$00.00%−9,325−100.0%Sold outConverted for a 5-for-1 split
Perbak Capital Partners LLP0$00.00%−8,965−100.0%Sold outConverted for a 5-for-1 split
Aptus Capital Advisors, LLC0$00.00%−8,900−100.0%Sold outConverted for a 5-for-1 split
Capital Markets Trading UK LLP0$00.00%−8,595−100.0%Sold outConverted for a 5-for-1 split
Aristeia Capital LLC0$00.00%−8,090−100.0%Sold outConverted for a 5-for-1 split
Oak Ridge Investments LLC0$00.00%−7,980−100.0%Sold outConverted for a 5-for-1 split
Prospera Financial Services Inc0$00.00%−7,835−100.0%Sold outConverted for a 5-for-1 split
Encompass More Asset Management0$00.00%−7,795−100.0%Sold outConverted for a 5-for-1 split
Global Endowment Management, LP0$00.00%−7,545−100.0%Sold outConverted for a 5-for-1 split
Gateway Investment Advisers LLC0$00.00%−7,130−100.0%Sold outConverted for a 5-for-1 split
GTS Securities LLC0$00.00%−7,070−100.0%Sold outConverted for a 5-for-1 split
Picton Mahoney Asset Management0$00.00%−6,640−100.0%Sold outConverted for a 5-for-1 split
Beese Fulmer Investment Management, Inc.0$00.00%−5,875−100.0%Sold outConverted for a 5-for-1 split
Voleon Capital Management LP0$00.00%−5,555−100.0%Sold outConverted for a 5-for-1 split
Optimist Retirement Group LLC0$00.00%−5,205−100.0%Sold outConverted for a 5-for-1 split
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.0$00.00%−5,185−100.0%Sold outConverted for a 5-for-1 split
Tuttle Tactical Management0$00.00%−4,695−100.0%Sold outConverted for a 5-for-1 split
Volterra Technologies LP0$00.00%−4,390−100.0%Sold outConverted for a 5-for-1 split
Dynasty Wealth Management, LLC0$00.00%−21,425−100.0%Sold outConverted for a 5-for-1 split
Stevens Capital Management LP0$00.00%−3,825−100.0%Sold outConverted for a 5-for-1 split
University of Texas/Texas Am Investment Managment Co0$00.00%−3,775−100.0%Sold outConverted for a 5-for-1 split
Equitable Holdings, Inc.0$00.00%−2,710−100.0%Sold outConverted for a 5-for-1 split
Peapack Gladstone Financial Corp0$00.00%−3,555−100.0%Sold outConverted for a 5-for-1 split
Beacon Pointe Advisors, LLC0$00.00%−3,510−100.0%Sold outConverted for a 5-for-1 split
Moran Wealth Management, LLC0$00.00%−3,320−100.0%Sold outConverted for a 5-for-1 split
CBOE Vest Financial, LLC0$00.00%−3,250−100.0%Sold outConverted for a 5-for-1 split
Ieq Capital, LLC0$00.00%−3,225−100.0%Sold outConverted for a 5-for-1 split
Oslo Pensjonsforsikring AS0$00.00%−2,680−100.0%Sold outConverted for a 5-for-1 split
Banque Cantonale Vaudoise0$00.00%−2,205−100.0%Sold outConverted for a 5-for-1 split
AlphaCentric Advisors LLC0$00.00%−1,470−100.0%Sold outConverted for a 5-for-1 split
Root Financial Partners, LLC0$00.00%−1,445−100.0%Sold outConverted for a 5-for-1 split
Advisory Services Network, LLC0$00.00%−1,240−100.0%Sold outConverted for a 5-for-1 split
Quadrant Capital Group LLC0$00.00%−975−100.0%Sold outConverted for a 5-for-1 split
Innovative Asset Advisors Group, LLC0$00.00%−670−100.0%Sold outConverted for a 5-for-1 split
Whipplewood Advisors, LLC0$00.00%−570−100.0%Sold outConverted for a 5-for-1 split
Legend Capital Advisors LLC0$00.00%−535−100.0%Sold outConverted for a 5-for-1 split
Wall Street Financial Group, Inc.0$00.00%−490−100.0%Sold outConverted for a 5-for-1 split
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−480−100.0%Sold outConverted for a 5-for-1 split
RiverPark Advisors, LLC0$00.00%−460−100.0%Sold outConverted for a 5-for-1 split