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。
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 |
|---|---|---|---|---|---|
| Calamos Advisors LLC | 7,805 | $263.0 萬 | 0.01% | +3,477+80.3% | 加碼 |
| Scopia Capital Management LP | 7,772 | $261.9 萬 | 0.32% | +7,772 | 新進 |
| KP Management LLC | 7,500 | $252.7 萬 | 1.02% | −2,500−25.0% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 7,433 | $250.5 萬 | 0.04% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 7,776 | $248.3 萬 | 0.07% | +5,619+260.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 7,195 | $242.4 萬 | 0.01% | +1,947+37.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 6,821 | $229.8 萬 | 0.03% | +768+12.7% | 加碼 |
| Landscape Capital Management, L.L.C. | 6,701 | $225.8 萬 | 0.18% | −1,695−20.2% | 減碼 |
| Truist Financial Corp | 6,607 | $222.6 萬 | 0.00% | +6,607 | 新進 |
| CI Private Wealth, LLC | 6,494 | $218.8 萬 | 0.00% | +4,422+213.4% | 加碼 |
| US Bancorp | 6,419 | $216.3 萬 | 0.00% | +994+18.3% | 加碼 |
| Pinnacle Wealth Management, LLC | 6,371 | $214.7 萬 | 1.80% | +2,713+74.2% | 加碼 |
| Wakefield Asset Management LLLP | 6,316 | $212.8 萬 | 0.59% | +6,316 | 新進 |
| Maryland State Retirement & Pension System | 6,241 | $210.3 萬 | 0.05% | +1,184+23.4% | 加碼 |
| Wealth High Governance Capital Ltda | 6,200 | $208.9 萬 | 0.65% | +6,200 | 新進 |
| Rafferty Asset Management, LLC | 6,189 | $208.5 萬 | 0.01% | −300−4.6% | 減碼 |
| Point72 Italy, S.r.l. | 6,161 | $207.6 萬 | 1.02% | −6,139−49.9% | 減碼 |
| Wolverine Asset Management LLC | 6,100 | $205.5 萬 | 0.03% | −2,200−26.5% | 減碼 |
| DRW Securities, LLC | 6,097 | $205.4 萬 | 0.14% | +1,725+39.5% | 加碼 |
| Versor Investments LP | 5,988 | $201.8 萬 | 0.36% | −11,382−65.5% | 減碼 |
| Highland Capital Management, LLC | 5,919 | $199.4 萬 | 0.11% | −166−2.7% | 減碼 |
| Keybank National Association | 5,904 | $198.9 萬 | 0.01% | +801+15.7% | 加碼 |
| Gulf International Bank (UK) Ltd | 5,894 | $198.6 萬 | 0.07% | −1,180−16.7% | 減碼 |
| University of Texas/Texas Am Investment Managment Co | 5,829 | $196.4 萬 | 0.31% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 5,810 | $195.8 萬 | 0.00% | +2,180+60.1% | 加碼 |
| HITE Hedge Asset Management LLC | 5,755 | $193.9 萬 | 0.11% | −8,765−60.4% | 減碼 |
| Next Century Growth Investors LLC | 5,557 | $187.2 萬 | 0.14% | −3,420−38.1% | 減碼 |
| Sig Brokerage, LP | 5,552 | $187.1 萬 | 0.51% | +5,552 | 新進 |
| Cerity Partners LLC | 5,481 | $184.7 萬 | 0.00% | +1,226+28.8% | 加碼 |
| Pathstone Holdings, LLC | 5,442 | $183.4 萬 | 0.01% | +793+17.1% | 加碼 |
| Vontobel Holding Ltd. | 5,388 | $181.6 萬 | 0.01% | −2,374−30.6% | 減碼 |
| Schroder Investment Management Group | 5,344 | $180.1 萬 | 0.00% | −10.0% | 減碼 |
| Valmark Advisers, Inc. | 5,291 | $178.3 萬 | 0.02% | +5,291 | 新進 |
| Entropy Technologies, LP | 5,189 | $174.8 萬 | 0.14% | −8,488−62.1% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,150 | $173.5 萬 | 0.04% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 5,109 | $172.2 萬 | 0.53% | 00.0% | 不變 |
| Mediolanum International Funds Ltd | 5,366 | $171.3 萬 | 0.02% | +1,063+24.7% | 加碼 |
| Tabor Asset Management, LP | 5,061 | $170.5 萬 | 1.19% | −2,211−30.4% | 減碼 |
| CIBC Asset Management Inc | 5,043 | $169.9 萬 | 0.01% | +32+0.6% | 加碼 |
| CIBC World Markets Corp | 5,035 | $169.7 萬 | 0.01% | −228−4.3% | 減碼 |
| K.J. Harrison & Partners Inc | 5,000 | $168.5 萬 | 0.28% | +5,000 | 新進 |
| Privium Fund Management B.V. | 5,000 | $168.5 萬 | 0.36% | +5,000 | 新進 |
| Commonwealth Equity Services, LLC | 4,977 | $167.7 萬 | 0.00% | +593+13.5% | 加碼 |
| Profund Advisors LLC | 4,888 | $164.7 萬 | 0.06% | −2,003−29.1% | 減碼 |
| Westpac Banking Corp | 4,882 | $164.5 萬 | 0.11% | −3,908−44.5% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 4,876 | $164.3 萬 | 0.08% | −2,050−29.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,873 | $164.2 萬 | 0.05% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 4,811 | $162.1 萬 | 0.03% | +1,329+38.2% | 加碼 |
| Vident Advisory, LLC | 4,789 | $161.4 萬 | 0.02% | +945+24.6% | 加碼 |
| Prospera Financial Services Inc | 4,757 | $160.3 萬 | 0.03% | +2,183+84.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 4,533 | $157.9 萬 | 0.00% | +2,051+82.6% | 加碼 |
| Prudential PLC | 4,664 | $157.2 萬 | 0.01% | +2,826+153.8% | 加碼 |
| Kingsview Wealth Management, LLC | 4,611 | $155.4 萬 | 0.03% | +53+1.2% | 加碼 |
| Jackson Creek Investment Advisors LLC | 4,585 | $154.5 萬 | 0.42% | +4,585 | 新進 |
| Legacy Capital Group California, Inc. | 4,549 | $153.3 萬 | 0.42% | +4,549 | 新進 |
| Commerce Bank | 4,533 | $152.7 萬 | 0.01% | +87+2.0% | 加碼 |
| Oppenheimer & Co Inc | 4,508 | $151.9 萬 | 0.02% | +3,183+240.2% | 加碼 |
| Buckingham Strategic Partners | 4,461 | $150.2 萬 | 0.02% | +1,321+42.1% | 加碼 |
| Smith Group Asset Management, LLC | 4,435 | $149.4 萬 | 0.10% | +1,525+52.4% | 加碼 |
| HighTower Advisors, LLC | 4,426 | $149.1 萬 | 0.00% | −368−7.7% | 減碼 |
| Everence Capital Management Inc | 4,400 | $148.3 萬 | 0.10% | 00.0% | 不變 |
| 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 |
| Polianta Ltd | 4,400 | $148.2 萬 | 0.64% | −1,100−20.0% | 減碼 |
| Brinker Capital Investments, LLC | 4,380 | $147.6 萬 | 0.01% | +940+27.3% | 加碼 |
| Affinity Investment Advisors, LLC | 4,363 | $147.0 萬 | 1.11% | +4,363 | 新進 |
| TD Waterhouse Canada Inc. | 4,327 | $146.4 萬 | 0.01% | +2,186+102.1% | 加碼 |
| Campbell & CO Investment Adviser LLC | 4,274 | $144.0 萬 | 0.09% | +4,274 | 新進 |
| Thrivent Financial for Lutherans | 4,390 | $143.8 萬 | 0.00% | −4,234−49.1% | 減碼 |
| AXA S.A. | 4,253 | $143.3 萬 | 0.00% | +3,288+340.7% | 加碼 |
| Huntleigh Advisors, Inc. | 4,228 | $142.5 萬 | 0.27% | +205+5.1% | 加碼 |
| Bank of Nova Scotia | 4,119 | $138.8 萬 | 0.00% | −3,568−46.4% | 減碼 |
| Vise Technologies, Inc. | 4,062 | $136.9 萬 | 0.06% | +4,062 | 新進 |
| Sheets Smith Investment Management | 3,925 | $132.3 萬 | 1.16% | +3,925 | 新進 |
| Mercer Global Advisors Inc | 3,854 | $129.9 萬 | 0.00% | −2,569−40.0% | 減碼 |
| Kondo Wealth Advisors, Inc. | 3,830 | $129.6 萬 | 0.57% | +654+20.6% | 加碼 |
| BW Gestao de Investimentos Ltda. | 3,800 | $128.0 萬 | 0.12% | +3,800 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 3,759 | $126.8 萬 | 0.01% | +1,070+39.8% | 加碼 |
| Diversified Portfolios, Inc. | 3,720 | $125.3 萬 | 0.12% | +536+16.8% | 加碼 |
| Federation des caisses Desjardins du Quebec | 3,642 | $122.8 萬 | 0.01% | +882+32.0% | 加碼 |
| Plato Investment Management Ltd | 3,640 | $122.2 萬 | 0.09% | −327−8.2% | 減碼 |
| Summit Trail Advisors, LLC | 3,525 | $118.8 萬 | 0.02% | +3,525 | 新進 |
| Optimize Financial Inc | 3,509 | $118.2 萬 | 0.72% | −24−0.7% | 減碼 |
| Aigen Investment Management, LP | 3,480 | $117.3 萬 | 0.16% | +1,945+126.7% | 加碼 |
| CIBC World Markets Inc. | 3,461 | $116.6 萬 | 0.00% | +3,461 | 新進 |
| Prakash Investment Advisors LLC | 5,450 | $113.9 萬 | 1.27% | −110−2.0% | 減碼 |
| Great Lakes Advisors, LLC | 3,294 | $111.0 萬 | 0.01% | −198−5.7% | 減碼 |
| Machina Capital S.A.S. | 3,264 | $110.0 萬 | 0.23% | +3,264 | 新進 |
| Diversified Trust Co | 3,132 | $105.5 萬 | 0.02% | −1,682−34.9% | 減碼 |
| Generali Asset Management SPA SGR | 3,099 | $104.4 萬 | 0.02% | −4,505−59.2% | 減碼 |
| Oak Thistle LLC | 3,067 | $103.3 萬 | 0.15% | +3,067 | 新進 |
| Wolverine Trading, LLC | 3,222 | $102.9 萬 | 0.03% | +3,222 | 新進 |
| The PNC Financial Services Group, Inc. | 3,045 | $102.6 萬 | 0.00% | +818+36.7% | 加碼 |
| Bryce Point Capital, LLC | 3,035 | $102.3 萬 | 0.87% | +3,035 | 新進 |
| HB Wealth Management, LLC | 3,031 | $102.1 萬 | 0.01% | +421+16.1% | 加碼 |
| La Banque Postale Asset Management SA | 3,023 | $101.9 萬 | 0.01% | +572+23.3% | 加碼 |
| Sanctuary Advisors, LLC | 3,007 | $101.3 萬 | 0.01% | +1,648+121.3% | 加碼 |
| Investment Management Corp of Ontario | 3,000 | $101.1 萬 | 0.01% | −300−9.1% | 減碼 |
| Jones Financial Companies LLLP | 3,145 | $100.4 萬 | 0.00% | +1,280+68.6% | 加碼 |
| Qsemble Capital Management, LP | 2,975 | $100.2 萬 | 0.10% | −407−12.0% | 減碼 |