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、12 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。
2025 年第 2 季 13F 持有人
Carvana Co. 在 2025/6/30 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
- 741
- 較 2025 年第 1 季 +132 家
- 持有股數
- 1.32 億
- 較 2025 年第 1 季 +893.9 萬 (+7.3%)
- 總市值
- $445.6 億
- 較 2025 年第 1 季 +$188.0 億 (+73.0%)
- 新進機構
- 199
- 另有 286 家加碼
- 清倉機構
- 67
- 另有 201 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Employees Retirement System of Texas | 898 | $30.3 萬 | 0.00% | +898 | 新進 |
| Phraction Management LLC | 900 | $30.3 萬 | 0.10% | +900 | 新進 |
| National Bank of Canada | 913 | $30.8 萬 | 0.00% | +111+13.8% | 加碼 |
| Westmount Partners, LLC | 935 | $31.5 萬 | 0.09% | −90−8.8% | 減碼 |
| Meeder Advisory Services, Inc. | 937 | $31.6 萬 | 0.02% | +937 | 新進 |
| Axq Capital, LP | 955 | $32.2 萬 | 0.10% | +955 | 新進 |
| Absoluto Partners Gestao de Recursos Ltda | 967 | $32.6 萬 | 0.23% | +967 | 新進 |
| Tower Research Capital LLC (TRC) | 980 | $33.0 萬 | 0.01% | +453+86.0% | 加碼 |
| Abel Hall, LLC | 989 | $33.3 萬 | 0.15% | −117−10.6% | 減碼 |
| Ossiam | 992 | $33.4 萬 | 0.00% | −81,899−98.8% | 減碼 |
| Quinn Opportunity Partners LLC | 1,000 | $33.7 萬 | 0.03% | −9,900−90.8% | 減碼 |
| Knollwood Investment Advisory, LLC | 1,000 | $33.7 萬 | 0.03% | 00.0% | 不變 |
| GeoWealth Management, LLC | 1,020 | $34.4 萬 | 0.01% | −8−0.8% | 減碼 |
| Counterpoint Mutual Funds LLC | 1,023 | $34.5 萬 | 0.03% | −937−47.8% | 減碼 |
| Sagespring Wealth Partners, LLC | 1,082 | $36.5 萬 | 0.01% | +1,082 | 新進 |
| Optimist Retirement Group LLC | 1,086 | $36.6 萬 | 0.18% | −418−27.8% | 減碼 |
| First Horizon Advisors, Inc. | 1,114 | $37.5 萬 | 0.01% | +896+411.0% | 加碼 |
| United Advisor Group, LLC | 1,116 | $37.6 萬 | 0.07% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 1,063 | $37.7 萬 | 0.03% | +6+0.6% | 加碼 |
| Bridges Investment Management Inc | 1,121 | $37.8 萬 | 0.01% | +1,121 | 新進 |
| Boothbay Fund Management, LLC | 1,124 | $37.9 萬 | 0.01% | −226−16.7% | 減碼 |
| Allworth Financial LP | 1,131 | $38.1 萬 | 0.00% | +579+104.9% | 加碼 |
| Crossmark Global Holdings, Inc. | 1,133 | $38.2 萬 | 0.01% | +1,133 | 新進 |
| State of Wyoming | 1,149 | $38.7 萬 | 0.05% | +244+27.0% | 加碼 |
| Warren Street Wealth Advisors, LLC | 1,153 | $38.8 萬 | 0.13% | +31+2.8% | 加碼 |
| American Trust | 1,170 | $39.4 萬 | 0.04% | +1,170 | 新進 |
| GAMMA Investing LLC | 1,174 | $39.6 萬 | 0.03% | +144+14.0% | 加碼 |
| Regions Financial Corp | 1,194 | $40.2 萬 | 0.00% | +1,194 | 新進 |
| Gordian Capital Singapore Pte Ltd | 1,200 | $40.4 萬 | 0.62% | +600+100.0% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 1,200 | $40.4 萬 | 0.24% | +1,200 | 新進 |
| J.W. Cole Advisors, Inc. | 1,201 | $40.5 萬 | 0.01% | +100+9.1% | 加碼 |
| RSM US Wealth Management LLC | 1,218 | $41.0 萬 | 0.01% | +184+17.8% | 加碼 |
| Sigma Planning Corp | 1,218 | $41.0 萬 | 0.01% | −82−6.3% | 減碼 |
| Capital CS Group, LLC | 1,235 | $41.6 萬 | 0.68% | +1,235 | 新進 |
| Ashton Thomas Private Wealth, LLC | 1,248 | $42.1 萬 | 0.01% | −69−5.2% | 減碼 |
| Kestra Advisory Services, LLC | 1,249 | $42.1 萬 | 0.00% | +1,249 | 新進 |
| Cigna Investments Inc | 1,253 | $42.2 萬 | 0.07% | +155+14.1% | 加碼 |
| NewEdge Wealth, LLC | 1,184 | $42.4 萬 | 0.01% | +1,184 | 新進 |
| Mach-1 Financial Group, Inc. | 1,309 | $44.1 萬 | 0.13% | −413−24.0% | 減碼 |
| Florida Financial Advisors, LLC | 1,318 | $44.4 萬 | 0.15% | −133−9.2% | 減碼 |
| Integrated Wealth Concepts LLC | 1,324 | $44.6 萬 | 0.00% | +1,324 | 新進 |
| Quarry LP | 1,334 | $45.0 萬 | 0.10% | +1,334 | 新進 |
| Baader Bank INC | 1,423 | $45.1 萬 | 0.04% | +1,423 | 新進 |
| Ballentine Partners, LLC | 1,347 | $45.4 萬 | 0.01% | −113−7.7% | 減碼 |
| Perbak Capital Partners LLP | 1,352 | $45.6 萬 | 0.10% | +377+38.7% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,362 | $45.9 萬 | 0.01% | −356−20.7% | 減碼 |
| Quadcap Wealth Management, LLC | 1,367 | $46.1 萬 | 0.06% | +1,367 | 新進 |
| Clarity Wealth Advisors, LLC | 1,391 | $46.9 萬 | 0.12% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 1,486 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| Merit Financial Group, LLC | 1,407 | $47.4 萬 | 0.01% | +1,407 | 新進 |
| Pitcairn Co | 1,431 | $48.2 萬 | 0.03% | +1,431 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,447 | $48.8 萬 | 0.00% | +224+18.3% | 加碼 |
| NWF Advisory Services Inc. | 1,450 | $48.9 萬 | 0.06% | 00.0% | 不變 |
| Stephens Inc | 1,451 | $48.9 萬 | 0.01% | 00.0% | 不變 |
| Shell Asset Management Co | 1,455 | $49.0 萬 | 0.02% | +885+155.3% | 加碼 |
| Two Sigma Securities, LLC | 1,466 | $49.4 萬 | 0.06% | −565−27.8% | 減碼 |
| Inceptionr LLC | 1,466 | $49.4 萬 | 0.11% | +1,466 | 新進 |
| Hook Mill Capital Partners, LP | 1,498 | $50.5 萬 | 0.05% | +287+23.7% | 加碼 |
| Ritholtz Wealth Management | 1,500 | $50.5 萬 | 0.01% | +1,500 | 新進 |
| Arkadios Wealth Advisors | 1,501 | $50.6 萬 | 0.02% | +345+29.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,519 | $51.2 萬 | 0.03% | −163−9.7% | 減碼 |
| Forum Financial Management, LP | 1,520 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| Hemington Wealth Management | 1,587 | $53.4 萬 | 0.08% | −20−1.2% | 減碼 |
| Brucke Financial, Inc. | 1,603 | $54.0 萬 | 0.38% | −84−5.0% | 減碼 |
| Yousif Capital Management, LLC | 1,603 | $54.0 萬 | 0.01% | +337+26.6% | 加碼 |
| Bokf, NA | 1,613 | $54.4 萬 | 0.01% | +1,613 | 新進 |
| Larson Financial Group LLC | 1,623 | $54.7 萬 | 0.02% | +248+18.0% | 加碼 |
| Sheets Smith Wealth Management | 1,652 | $55.7 萬 | 0.07% | +1,652 | 新進 |
| Meridian Wealth Management, LLC | 1,669 | $56.2 萬 | 0.02% | +3+0.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,662 | $56.4 萬 | 0.01% | +1,662 | 新進 |
| Okabena Investment Services Inc | 1,686 | $56.8 萬 | 0.13% | +1,686 | 新進 |
| Siemens Fonds Invest GmbH | 1,702 | $57.4 萬 | 0.03% | +357+26.5% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 1,730 | $58.3 萬 | 0.01% | +1,730 | 新進 |
| Unique Wealth Strategies, LLC | 1,750 | $59.0 萬 | 0.25% | +1,750 | 新進 |
| Wedmont Private Capital | 1,680 | $59.0 萬 | 0.03% | +189+12.7% | 加碼 |
| Arista Wealth Management, LLC | 1,752 | $59.0 萬 | 0.08% | +1,752 | 新進 |
| MAI Capital Management | 1,757 | $59.2 萬 | 0.00% | +31+1.8% | 加碼 |
| Janney Montgomery Scott LLC | 1,797 | $60.6 萬 | 0.00% | +821+84.1% | 加碼 |
| Intech Investment Management LLC | 1,801 | $60.7 萬 | 0.01% | +321+21.7% | 加碼 |
| Gilder Gagnon Howe & Co LLC | 1,846 | $62.2 萬 | 0.01% | +31+1.7% | 加碼 |
| Cliffwater LLC | 1,865 | $62.8 萬 | 0.13% | +1,865 | 新進 |
| GLOBALT Investments LLC | 1,872 | $63.1 萬 | 0.02% | +1,872 | 新進 |
| Sherbrooke Park Advisers LLC | 1,887 | $63.6 萬 | 0.28% | +446+31.0% | 加碼 |
| TFC Financial Management | 1,904 | $64.2 萬 | 0.09% | −22−1.1% | 減碼 |
| Avantax Advisory Services, Inc. | 1,946 | $65.6 萬 | 0.00% | +267+15.9% | 加碼 |
| Mount Lucas Management LP | 1,957 | $65.9 萬 | 0.31% | +1,957 | 新進 |
| Lido Advisors, LLC | 1,977 | $66.6 萬 | 0.00% | +189+10.6% | 加碼 |
| Allegheny Financial Group LTD | 1,988 | $67.0 萬 | 0.15% | +239+13.7% | 加碼 |
| Signaturefd, LLC | 1,995 | $67.2 萬 | 0.01% | +93+4.9% | 加碼 |
| XTX Topco Ltd | 1,996 | $67.3 萬 | 0.03% | −16,756−89.4% | 減碼 |
| UniSuper Management Pty Ltd | 2,000 | $67.4 萬 | 0.00% | −200−9.1% | 減碼 |
| Annex Advisory Services, LLC | 2,000 | $67.4 萬 | 0.02% | 00.0% | 不變 |
| Bayforest Capital Ltd | 2,016 | $67.9 萬 | 0.30% | +243+13.7% | 加碼 |
| Comerica Bank | 2,044 | $68.9 萬 | 0.00% | +348+20.5% | 加碼 |
| Net Worth Advisory Group | 2,047 | $69.0 萬 | 0.15% | −69−3.3% | 減碼 |
| Advisory Services Network, LLC | 1,768 | $69.0 萬 | 0.01% | −2,761−61.0% | 減碼 |
| Banque Cantonale Vaudoise | 2,066 | $69.6 萬 | 0.03% | −958−31.7% | 減碼 |
| Headlands Technologies LLC | 2,092 | $70.5 萬 | 0.08% | +2,092 | 新進 |
| Morris Retirement Advisors, LLC | 2,098 | $70.7 萬 | 0.33% | +2,098 | 新進 |
| Abn Amro Investment Solutions | 2,103 | $70.9 萬 | 0.01% | +514+32.3% | 加碼 |