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, Q4 2023
Institutional positions in CarMax Inc as of Dec 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
- 706
- +31 vs. Q3 2023
- Shares held
- 169.0M
- +1.73M (+1.0%) vs. Q3 2023
- Total value
- $13.0B
- +$1.13B (+9.5%) vs. Q3 2023
- New holders
- 95
- 232 more added
- Sold out
- 64
- 276 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding CarMax Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 495 | $38.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $38.4K | 0.03% | −1,400−73.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 500 | $38.4K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 511 | $39.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 550 | $42.2K | 0.00% | −130−19.1% | Reduced |
| West Tower Group, LLC | 559 | $42.9K | 0.09% | +559 | New |
| Robeco Institutional Asset Management B.V. | 565 | $43.4K | 0.00% | +56+11.0% | Added |
| Concord Wealth Partners | 576 | $44.2K | 0.01% | −8,130−93.4% | Reduced |
| MCF Advisors LLC | 600 | $46.0K | 0.00% | +600 | New |
| Steward Partners Investment Advisory, LLC | 625 | $48.0K | 0.00% | −1,013−61.8% | Reduced |
| Lindbrook Capital, LLC | 628 | $48.2K | 0.00% | +155+32.8% | Added |
| Avalon Trust Co | 650 | $49.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 667 | $51.2K | 0.04% | +667 | New |
| Private Trust Co NA | 670 | $51.4K | 0.01% | −91−12.0% | Reduced |
| Huntington National Bank | 721 | $55.3K | 0.00% | −325−31.1% | Reduced |
| Hollencrest Capital Management | 752 | $57.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 862 | $61.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 813 | $62.4K | 0.00% | +813 | New |
| Sentry Investment Management LLC | 830 | $64.0K | 0.03% | −89−9.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 845 | $65.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 858 | $65.8K | 0.01% | +238+38.4% | Added |
| Whittier Trust Co of Nevada Inc | 860 | $66.0K | 0.00% | +3+0.4% | Added |
| Bartlett & Co. LLC | 845 | $66.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 894 | $68.6K | 0.00% | −5,253−85.5% | Reduced |
| Main Street Group, LTD | 907 | $69.6K | 0.02% | +907 | New |
| Quadrant Capital Group LLC | 974 | $74.7K | 0.01% | −35−3.5% | Reduced |
| Cutler Group LP | 1,000 | $76.0K | 0.01% | −5,769−85.2% | Reduced |
| Sunbelt Securities, Inc. | 1,000 | $76.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,002 | $76.9K | 0.02% | +1,002 | New |
| Tradition Wealth Management, LLC | 1,046 | $80.0K | 0.01% | −5−0.5% | Reduced |
| Signaturefd, LLC | 1,093 | $83.9K | 0.00% | −294−21.2% | Reduced |
| Fairfield, Bush & Co. | 1,095 | $84.0K | 0.05% | +1,095 | New |
| Chilton Capital Management LLC | 1,114 | $85.5K | 0.00% | +1,114 | New |
| Whittier Trust Co | 1,119 | $85.9K | 0.00% | +1,069+2,138.0% | Added |
| Voisard Asset Management Group, Inc. | 1,380 | $105.9K | 0.06% | +1,380 | New |
| Arcadia Investment Management Corp | 1,400 | $107.4K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 1,426 | $108.0K | 0.00% | −271−16.0% | Reduced |
| South State Corp. | 1,417 | $108.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,426 | $109.4K | 0.01% | −57−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 1,431 | $109.8K | 0.01% | −19−1.3% | Reduced |
| Peoples Bank | 1,494 | $114.6K | 0.09% | −300−16.7% | Reduced |
| Readystate Asset Management LP | 1,637 | $125.6K | 0.01% | +1,637 | New |
| Proequities, Inc. | 1,687 | $129.5K | 0.01% | −37−2.1% | Reduced |
| Spire Wealth Management | 1,908 | $131.9K | 0.00% | +147+8.3% | Added |
| Tennessee Valley Asset Management Partners | 1,735 | $133.1K | 0.04% | +1,735 | New |
| Clean Yield Group | 1,765 | $135.4K | 0.06% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,025 | $144.1K | 0.04% | +2,025 | New |
| Group One Trading, L.P. | 1,987 | $152.5K | 0.00% | −40,133−95.3% | Reduced |
| Ameritas Investment Partners, Inc. | 2,046 | $157.0K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,081 | $159.7K | 0.01% | +9+0.4% | Added |
| UniSuper Management Pty Ltd | 2,088 | $160.2K | 0.00% | +988+89.8% | Added |
| Smithfield Trust Co | 2,104 | $161.0K | 0.01% | −40−1.9% | Reduced |
| Castleview Partners, LLC | 2,206 | $169.3K | 0.12% | +92+4.4% | Added |
| First Foundation Advisors | 2,257 | $173.2K | 0.01% | −1,819−44.6% | Reduced |
| Financial Management Professionals, Inc. | 2,471 | $190.0K | 0.03% | +1,380+126.5% | Added |
| Horizon Investments, LLC | 2,523 | $193.6K | 0.01% | +6+0.2% | Added |
| Keebeck Wealth Management, LLC | 2,636 | $202.3K | 0.03% | +2,636 | New |
| Alliance Wealth Advisors, LLC | 2,658 | $204.0K | 0.14% | −914−25.6% | Reduced |
| David Loasby | 2,855 | $208.4K | 0.02% | −846−22.9% | Reduced |
| Virtue Capital Management, LLC | 2,902 | $211.1K | 0.04% | −1,061−26.8% | Reduced |
| Centaurus Financial, Inc. | 2,769 | $212.0K | 0.02% | −311−10.1% | Reduced |
| Klingman & Associates, LLC | 2,785 | $213.7K | 0.02% | +2,785 | New |
| Point72 Europe (London) LLP | 2,824 | $216.7K | 0.03% | +2,824 | New |
| Regatta Capital Group, LLC | 2,858 | $219.3K | 0.06% | +2,858 | New |
| Baker Tilly Wealth Management, LLC | 2,877 | $220.8K | 0.04% | −923−24.3% | Reduced |
| Zacks Investment Management | 2,884 | $221.3K | 0.00% | +2,884 | New |
| Franklin Street Advisors Inc | 2,954 | $227.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,966 | $227.6K | 0.00% | +2,966 | New |
| FineMark National Bank & Trust | 2,967 | $227.7K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 2,975 | $228.0K | 0.01% | +612+25.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,989 | $229.4K | 0.07% | +4+0.1% | Added |
| Carson Advisory Inc. | 2,995 | $229.8K | 0.18% | −3,769−55.7% | Reduced |
| Park Circle Co | 3,000 | $230.2K | 0.22% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 3,023 | $232.0K | 0.00% | +3,023 | New |
| waypoint wealth counsel | 3,031 | $232.6K | 0.20% | −14−0.5% | Reduced |
| SYSTM Wealth Solutions LLC | 3,056 | $234.5K | 0.03% | −18,030−85.5% | Reduced |
| Douglass Winthrop Advisors, LLC | 3,080 | $236.4K | 0.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 3,095 | $237.5K | 0.02% | −110−3.4% | Reduced |
| Alberta Investment Management Corp | 3,100 | $237.9K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 3,122 | $240.0K | 0.54% | −37,886−92.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,132 | $240.3K | 0.02% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 3,165 | $242.9K | 0.00% | +279+9.7% | Added |
| Thoroughbred Financial Services, LLC | 3,189 | $244.0K | 0.02% | −24−0.7% | Reduced |
| Meeder Asset Management Inc | 3,211 | $246.4K | 0.02% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,285 | $252.1K | 0.06% | 00.0% | Unchanged |
| Brookstone Capital Management | 3,292 | $252.6K | 0.00% | −262−7.4% | Reduced |
| Gsa Capital Partners LLP | 3,292 | $253.0K | 0.02% | −1,419−30.1% | Reduced |
| Lido Advisors, LLC | 3,346 | $256.7K | 0.00% | −450−11.9% | Reduced |
| Forum Financial Management, LP | 3,360 | $257.8K | 0.00% | +478+16.6% | Added |
| WSFS Capital Management, LLC | 3,400 | $260.9K | 0.02% | +3,400 | New |
| Kinloch Capital, LLC | 3,403 | $261.1K | 0.17% | −50−1.4% | Reduced |
| Allegheny Financial Group LTD | 3,430 | $263.2K | 0.08% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,443 | $264.2K | 0.00% | −1,919−35.8% | Reduced |
| Marble Harbor Investment Counsel, LLC | 3,460 | $265.5K | 0.03% | −740−17.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,463 | $266.0K | 0.01% | −5,897−63.0% | Reduced |
| Meritage Group LP | 3,467 | $266.0K | 0.01% | +224+6.9% | Added |
| Inceptionr LLC | 3,479 | $267.0K | 0.19% | +3,479 | New |
| Edge Capital Group, LLC | 3,527 | $270.7K | 0.02% | −4−0.1% | Reduced |
| Precision Wealth Strategies, LLC | 3,532 | $271.0K | 0.26% | −15−0.4% | Reduced |
| Icon Wealth Advisors, LLC | 3,535 | $271.3K | 0.03% | +3,535 | New |