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 2024
Institutional positions in CarMax Inc as of Mar 31, 2024. 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
- 716
- +18 vs. Q4 2023
- Shares held
- 171.9M
- +3.06M (+1.8%) vs. Q4 2023
- Total value
- $15.0B
- +$2.01B (+15.5%) vs. Q4 2023
- New holders
- 88
- 266 more added
- Sold out
- 70
- 232 more reduced
8 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding CarMax Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $163 | 0.00% | +2 | New |
| Paloma Partners Management Co | 5 | $436 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 6 | $523 | 0.00% | +3+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 6 | $523 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 7 | $610 | 0.00% | −5−41.7% | Reduced |
| True Wealth Design, LLC | 8 | $697 | 0.00% | +3+60.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $871 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $871 | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 10 | $871 | 0.00% | +10 | New |
| Assetmark, Inc | 11 | $958 | 0.00% | −27−71.1% | Reduced |
| CKW Financial Group | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.01K | 0.00% | +2+20.0% | Added |
| Abound Wealth Management | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 14 | $1.22K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 16 | $1.39K | 0.00% | −28−63.6% | Reduced |
| Bell Investment Advisors, Inc | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $1.39K | 0.00% | +16 | New |
| Colonial Trust Advisors | 19 | $1.66K | 0.00% | −38−66.7% | Reduced |
| Sachetta, LLC | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $1.74K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $1.83K | 0.00% | +3+16.7% | Added |
| FinTrust Capital Advisors, LLC | 22 | $1.95K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 22 | $2.00K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 26 | $2.27K | 0.00% | +1+4.0% | Added |
| Leonteq Securities AG | 29 | $2.53K | 0.00% | −298−91.1% | Reduced |
| Fairman Group, LLC | 29 | $2.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $2.61K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 30 | $2.61K | 0.00% | −1,084−97.3% | Reduced |
| Carolina Wealth Advisors, LLC | 33 | $2.87K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 29 | $3.00K | 0.00% | +13+81.3% | Added |
| Bellevue Asset Management, LLC | 36 | $3.14K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 38 | $3.31K | 0.00% | +19+100.0% | Added |
| Aspect Partners, LLC | 40 | $3.48K | 0.00% | +14+53.8% | Added |
| Redmont Wealth Advisors LLC | 40 | $3.48K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 43 | $3.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $3.92K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 47 | $3.94K | 0.00% | +47 | New |
| Evolution Advisers, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 47 | $4.07K | 0.00% | +35+291.7% | Added |
| Impact Partnership Wealth, LLC | 50 | $4.36K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 53 | $4.62K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 63 | $5.49K | 0.00% | +63 | New |
| Tyler-Stone Wealth Management | 64 | $5.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 68 | $5.92K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $6.00K | 0.00% | +10+16.7% | Added |
| Crewe Advisors LLC | 71 | $6.18K | 0.00% | +71 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 79 | $6.88K | 0.00% | +9+12.9% | Added |
| Benjamin Edwards Inc | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 84 | $7.32K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $7.84K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 90 | $7.84K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 97 | $8.45K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $8.71K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 103 | $8.97K | 0.00% | −334−76.4% | Reduced |
| Independence Bank of Kentucky | 104 | $9.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 109 | $9.49K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 109 | $9.49K | 0.00% | +24+28.2% | Added |
| Grove Bank & Trust | 114 | $9.93K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 121 | $10.5K | 0.00% | +121 | New |
| NBC Securities, Inc. | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 130 | $11.3K | 0.00% | +40+44.4% | Added |
| Smartleaf Asset Management LLC | 131 | $11.4K | 0.00% | +131 | New |
| Private Wealth Management Group, LLC | 131 | $11.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 143 | $12.5K | 0.01% | +143 | New |
| Bogart Wealth, LLC | 145 | $12.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 159 | $13.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $14.0K | 0.01% | −1−0.6% | Reduced |
| MidAtlantic Capital Management, Inc. | 185 | $16.1K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 185 | $16.1K | 0.01% | +53+40.2% | Added |
| Evermay Wealth Management LLC | 186 | $16.2K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 189 | $16.5K | 0.00% | −35−15.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 190 | $16.6K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 195 | $17.0K | 0.01% | +195 | New |
| Stephens Consulting, LLC | 210 | $18.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 214 | $18.6K | 0.00% | −28−11.6% | Reduced |
| Quarry LP | 234 | $20.4K | 0.01% | −1−0.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 239 | $20.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 253 | $22.0K | 0.00% | −347−57.8% | Reduced |
| MV Capital Management, Inc. | 261 | $22.7K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 263 | $22.9K | 0.01% | +263 | New |
| Farther Finance Advisors, LLC | 289 | $24.8K | 0.00% | +41+16.5% | Added |
| Sandy Spring Bank | 294 | $25.6K | 0.00% | −30−9.3% | Reduced |
| Avalon Trust Co | 300 | $26.1K | 0.00% | −350−53.8% | Reduced |
| Caldwell Trust Co | 300 | $26.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 300 | $26.1K | 0.00% | +300 | New |
| Zions Bancorporation, N.A. | 309 | $26.9K | 0.00% | −10−3.1% | Reduced |
| Ci Investments Inc. | 311 | $27.0K | 0.00% | +69+28.5% | Added |
| First Pacific Financial | 325 | $28.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 341 | $29.7K | 0.00% | −1−0.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 350 | $30.5K | 0.00% | +350 | New |
| Capital Advisors, Ltd. LLC | 352 | $31.0K | 0.00% | −1−0.3% | Reduced |
| Deseret Mutual Benefit Administrators | 359 | $31.3K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 384 | $33.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 396 | $34.5K | 0.01% | +170+75.2% | Added |
| Central Trust Co | 400 | $34.8K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 400 | $34.8K | 0.00% | 00.0% | Unchanged |