CarMax Inc
KMX- Exchange
- NYSE
- Industry
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001170010
No open-market purchases or sales by CarMax Inc insiders were filed in the last 90 days; 557 institutions reported holding it in 13F filings for Q2 2026, worth $7.80B in total; superinvestors Starboard Value and Markel Group hold it.
13F holders, Q1 2023
Institutional positions in CarMax Inc as of Mar 31, 2023. 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
- 674
- +28 vs. Q4 2022
- Shares held
- 171.4M
- +35.1K (0.0%) vs. Q4 2022
- Total value
- $11.0B
- +$596.4M (+5.7%) vs. Q4 2022
- New holders
- 93
- 258 more added
- Sold out
- 65
- 216 more reduced
13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KMX 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 | 557 | $7.80B |
| Q1 2026 | 550 | $6.36B |
| Q4 2025 | 537 | $5.83B |
| Q3 2025 | 622 | $6.54B |
| Q2 2025 | 731 | $10.7B |
| Q1 2025 | 753 | $12.6B |
| Q4 2024 | 750 | $13.1B |
| Q3 2024 | 743 | $12.6B |
| Q2 2024 | 707 | $12.4B |
| Q1 2024 | 716 | $15.0B |
| Q4 2023 | 706 | $13.0B |
| Q3 2023 | 683 | $11.9B |
| Q2 2023 | 705 | $13.9B |
| Q1 2023 | 674 | $11.0B |
| Q4 2022 | 659 | $10.4B |
| Q3 2022 | 640 | $10.9B |
| Q2 2022 | 693 | $14.7B |
| Q1 2022 | 696 | $16.0B |
| Q4 2021 | 737 | $20.3B |
| Q3 2021 | 685 | $19.9B |
| Q2 2021 | 682 | $20.3B |
| Q1 2021 | 699 | $20.4B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding CarMax Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| VitalStone Financial, LLC | 252 | $33.0K | 0.03% | +252 | New |
| Federated Hermes, Inc. | 535 | $34.4K | 0.00% | +535 | New |
| Lindbrook Capital, LLC | 565 | $36.3K | 0.00% | +201+55.2% | Added |
| Rosenberg Matthew Hamilton | 602 | $38.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 619 | $39.8K | 0.00% | −14−2.2% | Reduced |
| Private Trust Co NA | 679 | $43.6K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 700 | $45.0K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 700 | $45.0K | 0.04% | +700 | New |
| Desjardins Global Asset Management Inc. | 697 | $45.0K | 0.01% | +697 | New |
| Steward Partners Investment Advisory, LLC | 707 | $45.4K | 0.00% | −722−50.5% | Reduced |
| Hollencrest Capital Management | 779 | $50.1K | 0.01% | −12−1.5% | Reduced |
| Bartlett & Co. LLC | 845 | $54.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 845 | $54.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 857 | $55.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 949 | $61.0K | 0.01% | +17+1.8% | Added |
| WR Wealth Planners, LLC | 990 | $63.6K | 0.03% | +990 | New |
| Avalon Trust Co | 1,000 | $64.3K | 0.01% | +1,000 | New |
| Harbor Investment Advisory, LLC | 1,002 | $64.4K | 0.01% | −43−4.1% | Reduced |
| Tradition Wealth Management, LLC | 1,046 | $67.0K | 0.01% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 1,070 | $69.0K | 0.03% | +638+147.7% | Added |
| Signaturefd, LLC | 1,082 | $69.6K | 0.00% | −201−15.7% | Reduced |
| Spire Wealth Management | 1,237 | $79.5K | 0.00% | +374+43.3% | Added |
| Clearstead Advisors, LLC | 1,326 | $85.2K | 0.01% | −813−38.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,353 | $87.0K | 0.00% | +1,353 | New |
| Arcadia Investment Management Corp | 1,400 | $90.0K | 0.02% | −14,609−91.3% | Reduced |
| South State Corp. | 1,747 | $112.3K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 1,765 | $113.5K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 1,813 | $116.5K | 0.01% | +34+1.9% | Added |
| Kapitalo Investimentos Ltda | 1,847 | $118.7K | 0.04% | +1,847 | New |
| Exchange Traded Concepts, LLC | 1,889 | $121.4K | 0.00% | +295+18.5% | Added |
| S.A. Mason LLC | 1,900 | $122.1K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,930 | $124.1K | 0.00% | −195−9.2% | Reduced |
| First National Bank of South Miami | 1,948 | $125.2K | 0.10% | 00.0% | Unchanged |
| Ossiam | 1,986 | $127.7K | 0.00% | +531+36.5% | Added |
| Venturi Wealth Management, LLC | 2,000 | $128.6K | 0.01% | +2,000 | New |
| IFP Advisors, Inc | 1,871 | $130.8K | 0.01% | −1,825−49.4% | Reduced |
| Ostrum Asset Management | 2,085 | $134.0K | 0.01% | +2,085 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 2,228 | $143.0K | 0.00% | +286+14.7% | Added |
| Castleview Partners, LLC | 2,346 | $150.8K | 0.13% | −25−1.1% | Reduced |
| Horizon Investments, LLC | 2,361 | $151.8K | 0.00% | +2,361 | New |
| Banque Cantonale Vaudoise | 2,363 | $152.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,450 | $157.5K | 0.10% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,535 | $162.9K | 0.01% | −44,422−94.6% | Reduced |
| Johnson Financial Group, Inc. | 2,725 | $175.2K | 0.01% | +2,725 | New |
| CWM, LLC | 2,939 | $189.0K | 0.00% | −57−1.9% | Reduced |
| Park Circle Co | 3,000 | $192.8K | 0.19% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,116 | $200.3K | 0.02% | +3,116 | New |
| Boston Financial Mangement LLC | 3,134 | $201.5K | 0.01% | +3,134 | New |
| David Loasby | 3,143 | $202.2K | 0.02% | +3,143 | New |
| Arrow Investment Advisors, LLC | 3,160 | $203.1K | 0.15% | +3,160 | New |
| Forum Financial Management, LP | 3,164 | $203.4K | 0.01% | −171−5.1% | Reduced |
| ExodusPoint Capital Management, LP | 3,175 | $204.0K | 0.00% | +3,175 | New |
| Mutual Advisors, LLC | 3,175 | $204.1K | 0.01% | +3,175 | New |
| Carson Advisory Inc. | 3,188 | $204.9K | 0.18% | +3,188 | New |
| Jarislowsky, Fraser Ltd | 3,190 | $205.1K | 0.00% | +3,190 | New |
| Brookstone Capital Management | 2,949 | $205.3K | 0.00% | +2,949 | New |
| Sheaff Brock Investment Advisors, LLC | 3,205 | $206.0K | 0.02% | +3,205 | New |
| Meeder Asset Management Inc | 3,211 | $206.4K | 0.02% | −385−10.7% | Reduced |
| Atlantic Union Bankshares Corp | 3,212 | $206.5K | 0.02% | +3,212 | New |
| Symmetry Partners, LLC | 3,262 | $210.0K | 0.01% | +3,262 | New |
| We Are One Seven, LLC | 3,272 | $210.3K | 0.01% | +3,272 | New |
| Summit Asset Management, LLC | 3,285 | $211.2K | 0.06% | −67−2.0% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,288 | $211.4K | 0.02% | +3,288 | New |
| AE Wealth Management LLC | 3,316 | $213.2K | 0.00% | +3,316 | New |
| Capstone Investment Advisors, LLC | 3,374 | $216.9K | 0.01% | +3,039+907.2% | Added |
| Kinloch Capital, LLC | 3,453 | $222.0K | 0.13% | −55−1.6% | Reduced |
| FineMark National Bank & Trust | 3,467 | $222.9K | 0.01% | +27+0.8% | Added |
| Douglass Winthrop Advisors, LLC | 3,480 | $224.0K | 0.01% | 00.0% | Unchanged |
| Michael B. Yongue | 3,500 | $225.0K | 0.21% | −270−7.2% | Reduced |
| waypoint wealth counsel | 3,505 | $225.3K | 0.17% | −517−12.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,520 | $226.3K | 0.05% | +3,520 | New |
| Alliance Wealth Advisors, LLC | 3,534 | $227.2K | 0.17% | +239+7.3% | Added |
| SRS Capital Advisors, Inc. | 3,596 | $231.2K | 0.03% | −137−3.7% | Reduced |
| Rathbone Brothers plc | 3,600 | $231.4K | 0.00% | 00.0% | Unchanged |
| Everence Capital Management Inc | 3,630 | $233.0K | 0.02% | −20−0.5% | Reduced |
| Empower Advisory Group, LLC | 3,654 | $236.0K | 0.00% | +3,654 | New |
| B. Metzler seel. Sohn & Co. AG | 3,689 | $237.1K | 0.00% | +3,689 | New |
| Yarbrough Capital, LLC | 3,758 | $241.6K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 3,781 | $243.0K | 0.01% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 3,855 | $247.8K | 0.01% | −270−6.5% | Reduced |
| Jump Financial, LLC | 3,921 | $252.0K | 0.01% | −113,854−96.7% | Reduced |
| Financial Advocates Investment Management | 3,921 | $252.0K | 0.02% | +3,921 | New |
| Hardy Reed LLC | 3,924 | $252.2K | 0.04% | −155−3.8% | Reduced |
| Virtue Capital Management, LLC | 3,785 | $257.1K | 0.04% | −444−10.5% | Reduced |
| Concord Asset Management, LLC | 4,005 | $257.4K | 0.11% | +4,005 | New |
| Dakota Wealth Management | 4,045 | $260.0K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,059 | $260.9K | 0.03% | +96+2.4% | Added |
| Hudson Valley Investment Advisors Inc | 4,098 | $263.4K | 0.04% | −757−15.6% | Reduced |
| Marietta Wealth Management, LLC | 4,100 | $263.5K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 4,149 | $266.7K | 0.02% | +658+18.8% | Added |
| JustInvest LLC | 4,180 | $268.7K | 0.01% | −276−6.2% | Reduced |
| Concord Wealth Partners | 4,184 | $268.9K | 0.08% | +2,301+122.2% | Added |
| Marble Harbor Investment Counsel, LLC | 4,200 | $270.0K | 0.03% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,251 | $273.2K | 0.01% | +137+3.3% | Added |
| Schechter Investment Advisors, LLC | 4,284 | $275.4K | 0.03% | −7−0.2% | Reduced |
| Empirical Finance, LLC | 4,305 | $276.7K | 0.03% | +311+7.8% | Added |
| Centaurus Financial, Inc. | 4,330 | $278.0K | 0.02% | +4,330 | New |
| Financial Consulate, Inc | 4,344 | $279.2K | 0.10% | +76+1.8% | Added |
| World Equity Group, Inc. | 14,330 | $281.1K | 0.05% | +14,330 | New |
| Smithfield Trust Co | 4,362 | $282.0K | 0.02% | −7−0.2% | Reduced |