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 |
|---|---|---|---|---|---|
| Birch Hill Investment Advisors LLC | 19,477 | $1.49M | 0.08% | +5,058+35.1% | Added |
| Argent Trust Co | 19,164 | $1.47M | 0.07% | +200+1.1% | Added |
| Tower Research Capital LLC (TRC) | 18,699 | $1.43M | 0.02% | +12,237+189.4% | Added |
| Public Employees Retirement Association of Colorado | 18,683 | $1.43M | 0.01% | −999−5.1% | Reduced |
| Epoch Investment Partners, Inc. | 18,671 | $1.43M | 0.01% | −280,390−93.8% | Reduced |
| Kornitzer Capital Management Inc | 18,600 | $1.43M | 0.03% | −4,573−19.7% | Reduced |
| Wolverine Trading, LLC | 18,477 | $1.42M | 0.01% | +14,421+355.5% | Added |
| Voya Financial Advisors, Inc. | 18,009 | $1.40M | 0.17% | +627+3.6% | Added |
| British Columbia Investment Management Corp | 18,258 | $1.40M | 0.01% | +3,952+27.6% | Added |
| Nissay Asset Management Corp | 18,143 | $1.39M | 0.01% | −397−2.1% | Reduced |
| Mariner, LLC | 18,028 | $1.38M | 0.00% | +3,550+24.5% | Added |
| Osborne Partners Capital Management, LLC | 17,975 | $1.38M | 0.09% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 17,956 | $1.38M | 0.92% | +17,956 | New |
| Patriot Financial Group Insurance Agency, LLC | 17,811 | $1.37M | 0.26% | +3,650+25.8% | Added |
| STRS Ohio | 17,490 | $1.34M | 0.01% | −2,619−13.0% | Reduced |
| Buttonwood Financial Advisors Inc. | 17,478 | $1.34M | 0.73% | −491−2.7% | Reduced |
| Hyperion Capital Advisors LP | 17,453 | $1.34M | 0.72% | −3,568−17.0% | Reduced |
| State of Alaska, Department of Revenue | 17,137 | $1.31M | 0.02% | −1,655−8.8% | Reduced |
| Geneos Wealth Management Inc. | 16,850 | $1.29M | 0.06% | +260+1.6% | Added |
| Bamco Inc | 16,767 | $1.29M | 0.00% | −2,008−10.7% | Reduced |
| Franklin Resources Inc | 16,706 | $1.28M | 0.00% | +212+1.3% | Added |
| Bessemer Group Inc | 16,627 | $1.28M | 0.00% | −1,911−10.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 16,485 | $1.27M | 0.12% | −321−1.9% | Reduced |
| FDx Advisors, Inc. | 16,410 | $1.26M | 0.10% | +6,415+64.2% | Added |
| Swedbank AB | 16,146 | $1.24M | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 15,799 | $1.21M | 0.40% | +2,043+14.9% | Added |
| HF Advisory Group, LLC | 15,343 | $1.18M | 0.75% | +4,521+41.8% | Added |
| Wealthfront Advisers LLC | 15,225 | $1.17M | 0.00% | −4,588−23.2% | Reduced |
| Panagora Asset Management Inc | 14,892 | $1.14M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 14,781 | $1.13M | 0.00% | −55−0.4% | Reduced |
| Degroof Petercam Asset Management | 14,445 | $1.11M | 0.01% | +14,445 | New |
| Versor Investments LP | 13,942 | $1.07M | 0.22% | +5,976+75.0% | Added |
| Coastal Investment Advisors, Inc. | 13,868 | $1.06M | 0.24% | −93−0.7% | Reduced |
| Elo Mutual Pension Insurance Co | 13,852 | $1.06M | 0.03% | +644+4.9% | Added |
| Pacer Advisors, Inc. | 13,750 | $1.06M | 0.00% | −77,737−85.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 13,644 | $1.05M | 0.01% | −615−4.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,572 | $1.04M | 0.09% | −1,170−7.9% | Reduced |
| Beacon Pointe Advisors, LLC | 13,527 | $1.04M | 0.01% | +1,090+8.8% | Added |
| Intrinsic Value Partners, LLC | 13,375 | $1.03M | 1.20% | −140−1.0% | Reduced |
| Sabal Trust CO | 13,218 | $1.01M | 0.06% | +20.0% | Added |
| Balentine LLC | 13,145 | $1.01M | 0.03% | −2,701−17.0% | Reduced |
| Gulf International Bank (UK) Ltd | 13,127 | $1.01M | 0.03% | −2,931−18.3% | Reduced |
| Jefferies Financial Group Inc. | 12,977 | $995.9K | 0.02% | +7,727+147.2% | Added |
| Pinnacle Financial Partners Inc | 12,941 | $993.1K | 0.02% | −33,288−72.0% | Reduced |
| Numerai GP LLC | 12,817 | $983.6K | 0.35% | +12,817 | New |
| Advisory Services Network, LLC | 12,805 | $982.6K | 0.02% | −3,050−19.2% | Reduced |
| Wellington Shields & Co., LLC | 12,733 | $977.1K | 0.36% | −107−0.8% | Reduced |
| Kentucky Retirement Systems | 12,695 | $974.2K | 0.03% | +252+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 12,634 | $969.5K | 0.01% | 00.0% | Unchanged |
| Nordea Investment Management AB | 12,547 | $962.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 12,492 | $958.6K | 0.14% | −2,526−16.8% | Reduced |
| Oregon Public Employees Retirement Fund | 12,404 | $951.9K | 0.02% | +165+1.3% | Added |
| Cape Investment Advisory, Inc. | 12,274 | $941.9K | 0.46% | +306+2.6% | Added |
| Maia Wealth LLC | 12,115 | $929.7K | 0.38% | +12,115 | New |
| Cetera Investment Advisers | 12,069 | $926.1K | 0.01% | −682−5.3% | Reduced |
| Maryland State Retirement & Pension System | 12,056 | $925.2K | 0.02% | 00.0% | Unchanged |
| Epacria Capital Partners, LLC | 12,000 | $920.9K | 0.74% | 00.0% | Unchanged |
| Creative Planning | 11,866 | $910.6K | 0.00% | −2,734−18.7% | Reduced |
| D.A. Davidson & Co. | 11,850 | $909.4K | 0.01% | +400+3.5% | Added |
| Bayesian Capital Management, LP | 11,785 | $904.4K | 0.10% | +11,785 | New |
| CIBC World Markets Inc. | 11,737 | $901.0K | 0.00% | −8,353−41.6% | Reduced |
| Brown Brothers Harriman & Co | 11,733 | $900.4K | 0.01% | −3,607−23.5% | Reduced |
| Warren Averett Asset Management, LLC | 11,670 | $895.6K | 0.03% | +11,670 | New |
| Premier Path Wealth Partners, LLC | 11,475 | $893.5K | 0.20% | +11,475 | New |
| Lawson Kroeker Investment Management Inc | 11,620 | $891.7K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 11,483 | $881.2K | 0.01% | +2,497+27.8% | Added |
| Cary Street Partners Asset Management LLC | 11,439 | $877.8K | 0.15% | −425−3.6% | Reduced |
| Compass Wealth Management LLC | 11,400 | $874.8K | 0.24% | 00.0% | Unchanged |
| Ethic Inc. | 11,399 | $874.8K | 0.03% | −114−1.0% | Reduced |
| Verdence Capital Advisors LLC | 11,113 | $852.8K | 0.08% | +1,518+15.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,098 | $851.7K | 0.05% | +400+3.7% | Added |
| Copperleaf Capital, LLC | 11,096 | $851.5K | 0.87% | −359−3.1% | Reduced |
| Chemistry Wealth Management LLC | 10,818 | $830.2K | 0.25% | +32+0.3% | Added |
| Empowered Funds, LLC | 10,762 | $825.9K | 0.02% | −518−4.6% | Reduced |
| Hartford Investment Management Co | 10,677 | $819.4K | 0.03% | −111−1.0% | Reduced |
| Trust Co of Virginia | 10,586 | $812.4K | 0.08% | −294−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 10,473 | $804.0K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 10,476 | $803.9K | 0.01% | +6,361+154.6% | Added |
| Foundations Investment Advisors, LLC | 10,896 | $793.7K | 0.02% | +319+3.0% | Added |
| WoodTrust Financial Corp | 10,006 | $767.0K | 0.13% | +10,006 | New |
| Securian Asset Management, Inc | 9,949 | $763.5K | 0.02% | −1,311−11.6% | Reduced |
| Auxano Advisors, LLC | 9,912 | $760.6K | 0.26% | +9,912 | New |
| Mercer Global Advisors Inc | 9,650 | $741.0K | 0.00% | +624+6.9% | Added |
| Louisiana State Employees Retirement System | 9,600 | $736.7K | 0.02% | −200−2.0% | Reduced |
| Carmel Capital Partners, LLC | 9,592 | $736.1K | 0.38% | +41+0.4% | Added |
| Keystone Financial Services | 9,291 | $713.0K | 0.34% | +60+0.6% | Added |
| Compass Ion Advisors, LLC | 9,188 | $705.1K | 0.11% | −10−0.1% | Reduced |
| Resources Investment Advisors, LLC. | 9,156 | $702.6K | 0.01% | +9,156 | New |
| Advisors Asset Management, Inc. | 8,933 | $685.5K | 0.01% | −273−3.0% | Reduced |
| Prudential PLC | 8,920 | $684.5K | 0.01% | −22−0.2% | Reduced |
| Metis Global Partners, LLC | 8,786 | $674.2K | 0.03% | +3,044+53.0% | Added |
| Park Avenue Securities LLC | 8,778 | $674.0K | 0.01% | −245−2.7% | Reduced |
| Fifth Third Bancorp | 8,749 | $671.4K | 0.00% | +164+1.9% | Added |
| Crossmark Global Holdings, Inc. | 8,683 | $667.0K | 0.01% | −1,181−12.0% | Reduced |
| Schroder Investment Management Group | 8,687 | $666.6K | 0.00% | −6,334−42.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 8,672 | $665.5K | 0.62% | +8,672 | New |
| Cerity Partners LLC | 8,333 | $639.7K | 0.00% | +1,336+19.1% | Added |
| New Mexico Educational Retirement Board | 8,280 | $635.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 9,024 | $628.3K | 0.03% | +796+9.7% | Added |
| Federation des caisses Desjardins du Quebec | 8,142 | $624.8K | 0.01% | +270+3.4% | Added |