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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 2,107 | $71.0 萬 | 0.00% | −85,433−97.6% | 減碼 |
| Central Pacific Bank - Trust Division | 2,150 | $72.4 萬 | 0.09% | −855−28.5% | 減碼 |
| Callan Family Office, LLC | 2,166 | $73.0 萬 | 0.02% | +2,166 | 新進 |
| Motley Fool Asset Management LLC | 2,181 | $73.5 萬 | 0.03% | −48−2.2% | 減碼 |
| Prelude Capital Management, LLC | 2,188 | $73.7 萬 | 0.07% | +2,188 | 新進 |
| CWM, LLC | 2,203 | $74.2 萬 | 0.00% | +191+9.5% | 加碼 |
| Atria Investments LLC | 2,208 | $74.4 萬 | 0.01% | +2,208 | 新進 |
| Private Advisory Group LLC | 2,215 | $74.6 萬 | 0.07% | +2,215 | 新進 |
| United Capital Financial Advisers, LLC | 2,272 | $76.6 萬 | 0.01% | +422+22.8% | 加碼 |
| Scientech Research LLC | 2,291 | $77.2 萬 | 0.19% | +2,291 | 新進 |
| Captrust Financial Advisors | 2,309 | $77.8 萬 | 0.00% | +2,309 | 新進 |
| Atomi Financial Group, Inc. | 2,310 | $77.8 萬 | 0.03% | +200+9.5% | 加碼 |
| Capula Management Ltd | 2,341 | $78.9 萬 | 0.01% | +2,341 | 新進 |
| Park Avenue Securities LLC | 2,362 | $79.6 萬 | 0.01% | +2,362 | 新進 |
| Mangrove Partners | 2,378 | $80.1 萬 | 0.09% | +2,378 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,986 | $80.2 萬 | 0.04% | +2,186+273.3% | 加碼 |
| Hunting Hill Global Capital, LLC | 2,400 | $80.9 萬 | 0.44% | +397+19.8% | 加碼 |
| Picton Mahoney Asset Management | 2,420 | $81.5 萬 | 0.01% | +1,465+153.4% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,469 | $83.2 萬 | 0.05% | +2,469 | 新進 |
| Vestcor Inc | 2,493 | $84.0 萬 | 0.03% | +282+12.8% | 加碼 |
| Leonteq Securities AG | 2,495 | $84.1 萬 | 0.05% | +1,834+277.5% | 加碼 |
| Wall Street Access Asset Management, LLC | 2,500 | $84.2 萬 | 0.29% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 2,509 | $84.5 萬 | 0.26% | −4,638−64.9% | 減碼 |
| Algert Global LLC | 2,600 | $87.6 萬 | 0.02% | +2,600 | 新進 |
| Ieq Capital, LLC | 2,652 | $89.4 萬 | 0.01% | −175,498−98.5% | 減碼 |
| Greenland Capital Management LP | 2,656 | $89.5 萬 | 0.12% | +2,656 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 2,664 | $89.8 萬 | 0.00% | +2,664 | 新進 |
| Pinkerton Retirement Specialists, LLC | 2,675 | $90.1 萬 | 0.11% | +2,675 | 新進 |
| Virtue Capital Management, LLC | 2,710 | $91.3 萬 | 0.17% | +2,710 | 新進 |
| Metis Global Partners, LLC | 2,721 | $91.7 萬 | 0.02% | +673+32.9% | 加碼 |
| J.Safra Asset Management Corp | 2,727 | $91.9 萬 | 0.06% | −663−19.6% | 減碼 |
| Williamson Legacy Group, LLC | 2,733 | $92.1 萬 | 0.78% | +2,733 | 新進 |
| Global Endowment Management, LP | 2,736 | $92.2 萬 | 0.12% | 00.0% | 不變 |
| Roberts Capital Advisors, LLC | 2,739 | $92.3 萬 | 0.68% | 00.0% | 不變 |
| Empowered Funds, LLC | 2,759 | $93.0 萬 | 0.01% | +364+15.2% | 加碼 |
| Yarbrough Capital, LLC | 2,762 | $93.1 萬 | 0.03% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 2,814 | $94.8 萬 | 0.02% | −543−16.2% | 減碼 |
| Semanteon Capital Management, LP | 2,823 | $95.1 萬 | 1.43% | +2,823 | 新進 |
| Cresset Asset Management, LLC | 2,895 | $97.5 萬 | 0.00% | −452−13.5% | 減碼 |
| Polymer Capital Management (US) LLC | 2,923 | $98.5 萬 | 0.16% | +2,923 | 新進 |
| Sequoia Financial Advisors, LLC | 2,933 | $98.8 萬 | 0.01% | −1,216−29.3% | 減碼 |
| Qsemble Capital Management, LP | 2,975 | $100.2 萬 | 0.10% | −407−12.0% | 減碼 |
| Jones Financial Companies LLLP | 3,145 | $100.4 萬 | 0.00% | +1,280+68.6% | 加碼 |
| Investment Management Corp of Ontario | 3,000 | $101.1 萬 | 0.01% | −300−9.1% | 減碼 |
| Sanctuary Advisors, LLC | 3,007 | $101.3 萬 | 0.01% | +1,648+121.3% | 加碼 |
| La Banque Postale Asset Management SA | 3,023 | $101.9 萬 | 0.01% | +572+23.3% | 加碼 |
| HB Wealth Management, LLC | 3,031 | $102.1 萬 | 0.01% | +421+16.1% | 加碼 |
| Bryce Point Capital, LLC | 3,035 | $102.3 萬 | 0.87% | +3,035 | 新進 |
| The PNC Financial Services Group, Inc. | 3,045 | $102.6 萬 | 0.00% | +818+36.7% | 加碼 |
| Wolverine Trading, LLC | 3,222 | $102.9 萬 | 0.03% | +3,222 | 新進 |
| Oak Thistle LLC | 3,067 | $103.3 萬 | 0.15% | +3,067 | 新進 |
| Generali Asset Management SPA SGR | 3,099 | $104.4 萬 | 0.02% | −4,505−59.2% | 減碼 |
| Diversified Trust Co | 3,132 | $105.5 萬 | 0.02% | −1,682−34.9% | 減碼 |
| Machina Capital S.A.S. | 3,264 | $110.0 萬 | 0.23% | +3,264 | 新進 |
| Great Lakes Advisors, LLC | 3,294 | $111.0 萬 | 0.01% | −198−5.7% | 減碼 |
| Prakash Investment Advisors LLC | 5,450 | $113.9 萬 | 1.27% | −110−2.0% | 減碼 |
| CIBC World Markets Inc. | 3,461 | $116.6 萬 | 0.00% | +3,461 | 新進 |
| Aigen Investment Management, LP | 3,480 | $117.3 萬 | 0.16% | +1,945+126.7% | 加碼 |
| Optimize Financial Inc | 3,509 | $118.2 萬 | 0.72% | −24−0.7% | 減碼 |
| Summit Trail Advisors, LLC | 3,525 | $118.8 萬 | 0.02% | +3,525 | 新進 |
| Plato Investment Management Ltd | 3,640 | $122.2 萬 | 0.09% | −327−8.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 3,642 | $122.8 萬 | 0.01% | +882+32.0% | 加碼 |
| Diversified Portfolios, Inc. | 3,720 | $125.3 萬 | 0.12% | +536+16.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,759 | $126.8 萬 | 0.01% | +1,070+39.8% | 加碼 |
| BW Gestao de Investimentos Ltda. | 3,800 | $128.0 萬 | 0.12% | +3,800 | 新進 |
| Kondo Wealth Advisors, Inc. | 3,830 | $129.6 萬 | 0.57% | +654+20.6% | 加碼 |
| Mercer Global Advisors Inc | 3,854 | $129.9 萬 | 0.00% | −2,569−40.0% | 減碼 |
| Sheets Smith Investment Management | 3,925 | $132.3 萬 | 1.16% | +3,925 | 新進 |
| Vise Technologies, Inc. | 4,062 | $136.9 萬 | 0.06% | +4,062 | 新進 |
| Bank of Nova Scotia | 4,119 | $138.8 萬 | 0.00% | −3,568−46.4% | 減碼 |
| Huntleigh Advisors, Inc. | 4,228 | $142.5 萬 | 0.27% | +205+5.1% | 加碼 |
| AXA S.A. | 4,253 | $143.3 萬 | 0.00% | +3,288+340.7% | 加碼 |
| Thrivent Financial for Lutherans | 4,390 | $143.8 萬 | 0.00% | −4,234−49.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 4,274 | $144.0 萬 | 0.09% | +4,274 | 新進 |
| TD Waterhouse Canada Inc. | 4,327 | $146.4 萬 | 0.01% | +2,186+102.1% | 加碼 |
| Affinity Investment Advisors, LLC | 4,363 | $147.0 萬 | 1.11% | +4,363 | 新進 |
| Brinker Capital Investments, LLC | 4,380 | $147.6 萬 | 0.01% | +940+27.3% | 加碼 |
| Polianta Ltd | 4,400 | $148.2 萬 | 0.64% | −1,100−20.0% | 減碼 |
| Rakuten Securities, Inc. | 4,400 | $148.3 萬 | 0.58% | +918+26.4% | 加碼 |
| Catalyst Funds Management Pty Ltd | 4,400 | $148.3 萬 | 0.41% | +4,400 | 新進 |
| Everence Capital Management Inc | 4,400 | $148.3 萬 | 0.10% | 00.0% | 不變 |
| HighTower Advisors, LLC | 4,426 | $149.1 萬 | 0.00% | −368−7.7% | 減碼 |
| Smith Group Asset Management, LLC | 4,435 | $149.4 萬 | 0.10% | +1,525+52.4% | 加碼 |
| Buckingham Strategic Partners | 4,461 | $150.2 萬 | 0.02% | +1,321+42.1% | 加碼 |
| Oppenheimer & Co Inc | 4,508 | $151.9 萬 | 0.02% | +3,183+240.2% | 加碼 |
| Commerce Bank | 4,533 | $152.7 萬 | 0.01% | +87+2.0% | 加碼 |
| Legacy Capital Group California, Inc. | 4,549 | $153.3 萬 | 0.42% | +4,549 | 新進 |
| Jackson Creek Investment Advisors LLC | 4,585 | $154.5 萬 | 0.42% | +4,585 | 新進 |
| Kingsview Wealth Management, LLC | 4,611 | $155.4 萬 | 0.03% | +53+1.2% | 加碼 |
| Prudential PLC | 4,664 | $157.2 萬 | 0.01% | +2,826+153.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,533 | $157.9 萬 | 0.00% | +2,051+82.6% | 加碼 |
| Prospera Financial Services Inc | 4,757 | $160.3 萬 | 0.03% | +2,183+84.8% | 加碼 |
| Vident Advisory, LLC | 4,789 | $161.4 萬 | 0.02% | +945+24.6% | 加碼 |
| Farther Finance Advisors, LLC | 4,811 | $162.1 萬 | 0.03% | +1,329+38.2% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,873 | $164.2 萬 | 0.05% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 4,876 | $164.3 萬 | 0.08% | −2,050−29.6% | 減碼 |
| Westpac Banking Corp | 4,882 | $164.5 萬 | 0.11% | −3,908−44.5% | 減碼 |
| Profund Advisors LLC | 4,888 | $164.7 萬 | 0.06% | −2,003−29.1% | 減碼 |
| Commonwealth Equity Services, LLC | 4,977 | $167.7 萬 | 0.00% | +593+13.5% | 加碼 |
| K.J. Harrison & Partners Inc | 5,000 | $168.5 萬 | 0.28% | +5,000 | 新進 |