Carvana Co.
CVNA- 交易所
- NYSE
- 產業
- Retail-Auto Dealers & Gasoline Stations
- SEC CIK
- 0001690820
近 90 天，Carvana Co. 內部人申報 1 筆公開市場買進、9 筆賣出；2026 年第 2 季末有 820 家機構在 13F 申報持有，市值合計 $486.2 億；維京全球投資、孤松資本等 6 位大師持有。
2023 年第 2 季 13F 持有人
Carvana Co. 在 2023/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 246
- 較 2023 年第 1 季 +32 家
- 持有股數
- 1.09 億
- 較 2023 年第 1 季 −225.9 萬 (−2.0%)
- 總市值
- $28.2 億
- 較 2023 年第 1 季 +$17.3 億 (+159.3%)
- 新進機構
- 71
- 另有 59 家加碼
- 清倉機構
- 39
- 另有 58 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CVNA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 820 | $486.2 億 |
| 2026 年第 1 季 | 781 | $472.9 億 |
| 2025 年第 4 季 | 852 | $617.0 億 |
| 2025 年第 3 季 | 775 | $512.6 億 |
| 2025 年第 2 季 | 741 | $445.6 億 |
| 2025 年第 1 季 | 613 | $257.6 億 |
| 2024 年第 4 季 | 586 | $255.4 億 |
| 2024 年第 3 季 | 489 | $207.9 億 |
| 2024 年第 2 季 | 411 | $150.1 億 |
| 2024 年第 1 季 | 334 | $102.2 億 |
| 2023 年第 4 季 | 292 | $63.1 億 |
| 2023 年第 3 季 | 257 | $46.5 億 |
| 2023 年第 2 季 | 246 | $28.2 億 |
| 2023 年第 1 季 | 215 | $10.9 億 |
| 2022 年第 4 季 | 224 | $5.87 億 |
| 2022 年第 3 季 | 272 | $25.7 億 |
| 2022 年第 2 季 | 308 | $27.9 億 |
| 2022 年第 1 季 | 382 | $127.2 億 |
| 2021 年第 4 季 | 422 | $242.5 億 |
| 2021 年第 3 季 | 442 | $292.2 億 |
| 2021 年第 2 季 | 441 | $284.7 億 |
| 2021 年第 1 季 | 435 | $245.5 億 |
2023 年第 2 季持有機構
每家機構持有 Carvana Co. 的股數、市值與佔組合比重；股數變化跟 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 37,714 | $97.8 萬 | 0.00% | +37,714 | 新進 |
| Price T Rowe Associates Inc | 37,469 | $97.2 萬 | 0.00% | +21,498+134.6% | 加碼 |
| Virginia Retirement Systems Et Al | 36,600 | $94.9 萬 | 0.01% | −18,000−33.0% | 減碼 |
| Private Advisor Group, LLC | 36,590 | $94.8 萬 | 0.01% | +36,590 | 新進 |
| AQR Capital Management LLC | 36,322 | $94.1 萬 | 0.00% | +36,322 | 新進 |
| Algert Global LLC | 35,700 | $92.5 萬 | 0.04% | +35,700 | 新進 |
| Blair William & Co | 35,243 | $91.3 萬 | 0.00% | +4,202+13.5% | 加碼 |
| Vise Technologies, Inc. | 34,220 | $88.7 萬 | 0.21% | +34,220 | 新進 |
| Boulder Hill Capital Management LP | 31,000 | $80.4 萬 | 1.55% | −59,700−65.8% | 減碼 |
| Rafferty Asset Management, LLC | 29,243 | $75.8 萬 | 0.00% | −32,724−52.8% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 29,469 | $75.0 萬 | 0.01% | −14,866−33.5% | 減碼 |
| Ergoteles LLC | 28,448 | $73.7 萬 | 0.04% | +28,448 | 新進 |
| Delphia (USA) Inc. | 28,289 | $73.3 萬 | 1.16% | +28,289 | 新進 |
| Seven Eight Capital, LP | 27,639 | $71.6 萬 | 0.12% | −326,409−92.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 27,249 | $70.6 萬 | 0.00% | −82,952−75.3% | 減碼 |
| Vanderbilt University | 25,802 | $66.9 萬 | 0.17% | −12,897−33.3% | 減碼 |
| BloombergSen Inc. | 25,550 | $66.2 萬 | 0.06% | +14,200+125.1% | 加碼 |
| Must Asset Management Inc. | 25,590 | $65.9 萬 | 1.82% | +25,590 | 新進 |
| Arizona State Retirement System | 25,321 | $65.6 萬 | 0.01% | −773−3.0% | 減碼 |
| Royal Bank of Canada | 25,209 | $65.4 萬 | 0.00% | +21,028+502.9% | 加碼 |
| Nantahala Capital Management, LLC | 25,000 | $64.8 萬 | 0.08% | +25,000 | 新進 |
| PFG Investments, LLC | 24,873 | $64.5 萬 | 0.12% | +3,270+15.1% | 加碼 |
| Chilton Investment Co LLC | 23,743 | $61.5 萬 | 0.02% | 00.0% | 不變 |
| Ensign Peak Advisors, Inc | 23,150 | $60.0 萬 | 0.00% | +23,150 | 新進 |
| Dark Forest Capital Management LP | 23,103 | $59.9 萬 | 0.06% | +9,623+71.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 20,850 | $54.0 萬 | 0.07% | +20,850 | 新進 |
| HRT Financial LP | 20,590 | $53.3 萬 | 0.00% | −310,463−93.8% | 減碼 |
| Parallax Volatility Advisers, L.P. | 20,227 | $52.4 萬 | 0.02% | −32,308−61.5% | 減碼 |
| Deuterium Capital Management, LLC | 20,000 | $51.8 萬 | 0.73% | −5,000−20.0% | 減碼 |
| Quantamental Technologies LLC | 19,823 | $51.4 萬 | 0.21% | +8,408+73.7% | 加碼 |
| HAP Trading, LLC | 19,276 | $50.0 萬 | 0.14% | +19,276 | 新進 |
| Great West Life Assurance Co | 18,478 | $48.2 萬 | 0.00% | +4,376+31.0% | 加碼 |
| UBS Group AG | 18,528 | $48.0 萬 | 0.00% | −18,033−49.3% | 減碼 |
| NinePointTwo Capital | 18,227 | $47.2 萬 | 0.18% | −11,907−39.5% | 減碼 |
| Los Angeles Capital Management LLC | 17,707 | $45.9 萬 | 0.00% | +17,707 | 新進 |
| Verition Fund Management LLC | 17,378 | $45.0 萬 | 0.01% | +17,378 | 新進 |
| Franklin Resources Inc | 17,373 | $45.0 萬 | 0.00% | +15,971+1,139.2% | 加碼 |
| Keebeck Alpha, LP | 17,235 | $44.7 萬 | 0.44% | −3,364−16.3% | 減碼 |
| Handelsbanken Fonder AB | 17,100 | $44.3 萬 | 0.00% | +1,200+7.5% | 加碼 |
| Engineers Gate Manager LP | 16,636 | $43.1 萬 | 0.02% | +16,636 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,209 | $39.4 萬 | 0.00% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 14,756 | $38.2 萬 | 0.22% | +14,756 | 新進 |
| Ieq Capital, LLC | 14,236 | $36.9 萬 | 0.01% | +229+1.6% | 加碼 |
| Commonwealth Equity Services, LLC | 13,981 | $36.2 萬 | 0.00% | +13,981 | 新進 |
| Northwestern Mutual Wealth Management Co | 13,879 | $36.0 萬 | 0.00% | −7−0.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 13,803 | $35.8 萬 | 0.04% | −576−4.0% | 減碼 |
| Clearwater Capital Advisors, LLC | 13,210 | $34.2 萬 | 0.04% | +13,210 | 新進 |
| Tower Research Capital LLC (TRC) | 12,992 | $33.7 萬 | 0.01% | −3,115−19.3% | 減碼 |
| ProShare Advisors LLC | 12,486 | $32.4 萬 | 0.00% | +12,486 | 新進 |
| Axq Capital, LP | 12,200 | $31.6 萬 | 0.39% | −39,100−76.2% | 減碼 |
| Amalgamated Bank | 12,093 | $31.3 萬 | 0.00% | −9,681−44.5% | 減碼 |
| Boothbay Fund Management, LLC | 11,602 | $30.1 萬 | 0.01% | +11,602 | 新進 |
| Envestnet Asset Management Inc | 10,963 | $28.4 萬 | 0.00% | +10,963 | 新進 |
| Principal Financial Group Inc | 10,694 | $27.7 萬 | 0.00% | −999−8.5% | 減碼 |
| Pictet Asset Management SA | 10,682 | $27.7 萬 | 0.00% | −1,293−10.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 10,343 | $26.8 萬 | 0.00% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 10,176 | $26.4 萬 | 0.01% | 00.0% | 不變 |
| Antipodean Advisors LLC | 10,000 | $25.9 萬 | 1.84% | 00.0% | 不變 |
| XTX Topco Ltd | 9,704 | $25.2 萬 | 0.05% | +9,704 | 新進 |
| Victory Capital Management Inc | 9,630 | $25.0 萬 | 0.00% | +9,630 | 新進 |
| National Bank of Canada | 9,555 | $24.7 萬 | 0.00% | −75,792−88.8% | 減碼 |
| Advisory Research Inc | 9,501 | $24.6 萬 | 0.03% | +9,501 | 新進 |
| Sequoia Financial Advisors, LLC | 9,195 | $23.8 萬 | 0.00% | +9,195 | 新進 |
| Vetamer Capital Management, L.P. | 8,837 | $22.9 萬 | 0.35% | +8,837 | 新進 |
| Cantor Fitzgerald, L. P. | 8,592 | $22.3 萬 | 0.01% | +8,592 | 新進 |
| Fox Run Management, L.L.C. | 8,477 | $22.0 萬 | 0.06% | +8,477 | 新進 |
| JustInvest LLC | 8,284 | $21.5 萬 | 0.01% | +8,284 | 新進 |
| Capstone Investment Advisors, LLC | 7,944 | $20.6 萬 | 0.01% | +7,944 | 新進 |
| Ameritas Investment Partners, Inc. | 7,928 | $20.5 萬 | 0.01% | +7,928 | 新進 |
| Scopia Capital Management LP | 7,772 | $20.1 萬 | 0.02% | +7,772 | 新進 |
| Storebrand Asset Management AS | 7,156 | $18.5 萬 | 0.00% | −214−2.9% | 減碼 |
| Leonteq Securities AG | 5,254 | $13.6 萬 | 0.01% | −239−4.4% | 減碼 |
| Metropolitan Life Insurance Co | 5,246 | $13.6 萬 | 0.01% | +5,246 | 新進 |
| STRS Ohio | 4,000 | $10.3 萬 | 0.00% | +4,000 | 新進 |
| Nisa Investment Advisors, LLC | 3,877 | $10.0 萬 | 0.00% | −6,523−62.7% | 減碼 |
| TFC Financial Management | 3,000 | $7.78 萬 | 0.02% | 00.0% | 不變 |
| US Bancorp | 2,237 | $5.80 萬 | 0.00% | −23−1.0% | 減碼 |
| GWM Advisors LLC | 2,134 | $5.53 萬 | 0.00% | +557+35.3% | 加碼 |
| Signaturefd, LLC | 1,857 | $4.81 萬 | 0.00% | −529−22.2% | 減碼 |
| Exchange Traded Concepts, LLC | 1,681 | $4.36 萬 | 0.00% | +1,681 | 新進 |
| The PNC Financial Services Group, Inc. | 1,648 | $4.27 萬 | 0.00% | −142−7.9% | 減碼 |
| Quarry LP | 1,508 | $3.91 萬 | 0.03% | +550+57.4% | 加碼 |
| Gables Capital Management Inc. | 1,300 | $3.37 萬 | 0.02% | +1,300 | 新進 |
| C M Bidwell & Associates Ltd | 1,290 | $3.34 萬 | 0.02% | +1,290 | 新進 |
| Hexagon Capital Partners LLC | 1,036 | $2.69 萬 | 0.01% | +826+393.3% | 加碼 |
| Covestor Ltd | 1,015 | $2.60 萬 | 0.02% | −6−0.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,000 | $2.59 萬 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 1,000 | $2.59 萬 | 0.00% | +1,000 | 新進 |
| Steward Partners Investment Advisory, LLC | 875 | $2.27 萬 | 0.00% | +200+29.6% | 加碼 |
| Baillie Gifford & Co | 727 | $1.88 萬 | 0.00% | −14,057,341−100.0% | 減碼 |
| Point72 Middle East FZE | 700 | $1.81 萬 | 0.00% | +700 | 新進 |
| Lazard Asset Management LLC | 707 | $1.80 萬 | 0.00% | +707 | 新進 |
| Parallel Advisors, LLC | 672 | $1.74 萬 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 628 | $1.63 萬 | 0.00% | +628 | 新進 |
| Allworth Financial LP | 549 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 539 | $1.40 萬 | 0.00% | −1−0.2% | 減碼 |
| Quadrant Capital Group LLC | 528 | $1.37 萬 | 0.00% | 00.0% | 不變 |
| Creative Financial Designs Inc | 500 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| 1832 Asset Management L.P. | 500 | $1.30 萬 | 0.00% | 00.0% | 不變 |
| Ridgewood Investments LLC | 400 | $1.04 萬 | 0.01% | −150−27.3% | 減碼 |