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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 2,933 | $98.8 萬 | 0.01% | −1,216−29.3% | 減碼 |
| Polymer Capital Management (US) LLC | 2,923 | $98.5 萬 | 0.16% | +2,923 | 新進 |
| Cresset Asset Management, LLC | 2,895 | $97.5 萬 | 0.00% | −452−13.5% | 減碼 |
| Semanteon Capital Management, LP | 2,823 | $95.1 萬 | 1.43% | +2,823 | 新進 |
| Bryn Mawr Trust Co | 2,814 | $94.8 萬 | 0.02% | −543−16.2% | 減碼 |
| Yarbrough Capital, LLC | 2,762 | $93.1 萬 | 0.03% | 00.0% | 不變 |
| Empowered Funds, LLC | 2,759 | $93.0 萬 | 0.01% | +364+15.2% | 加碼 |
| Roberts Capital Advisors, LLC | 2,739 | $92.3 萬 | 0.68% | 00.0% | 不變 |
| Global Endowment Management, LP | 2,736 | $92.2 萬 | 0.12% | 00.0% | 不變 |
| Williamson Legacy Group, LLC | 2,733 | $92.1 萬 | 0.78% | +2,733 | 新進 |
| J.Safra Asset Management Corp | 2,727 | $91.9 萬 | 0.06% | −663−19.6% | 減碼 |
| Metis Global Partners, LLC | 2,721 | $91.7 萬 | 0.02% | +673+32.9% | 加碼 |
| Virtue Capital Management, LLC | 2,710 | $91.3 萬 | 0.17% | +2,710 | 新進 |
| Pinkerton Retirement Specialists, LLC | 2,675 | $90.1 萬 | 0.11% | +2,675 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 2,664 | $89.8 萬 | 0.00% | +2,664 | 新進 |
| Greenland Capital Management LP | 2,656 | $89.5 萬 | 0.12% | +2,656 | 新進 |
| Ieq Capital, LLC | 2,652 | $89.4 萬 | 0.01% | −175,498−98.5% | 減碼 |
| Algert Global LLC | 2,600 | $87.6 萬 | 0.02% | +2,600 | 新進 |
| Blueshift Asset Management, LLC | 2,509 | $84.5 萬 | 0.26% | −4,638−64.9% | 減碼 |
| Wall Street Access Asset Management, LLC | 2,500 | $84.2 萬 | 0.29% | 00.0% | 不變 |
| Leonteq Securities AG | 2,495 | $84.1 萬 | 0.05% | +1,834+277.5% | 加碼 |
| Vestcor Inc | 2,493 | $84.0 萬 | 0.03% | +282+12.8% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,469 | $83.2 萬 | 0.05% | +2,469 | 新進 |
| Picton Mahoney Asset Management | 2,420 | $81.5 萬 | 0.01% | +1,465+153.4% | 加碼 |
| Hunting Hill Global Capital, LLC | 2,400 | $80.9 萬 | 0.44% | +397+19.8% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,986 | $80.2 萬 | 0.04% | +2,186+273.3% | 加碼 |
| Mangrove Partners | 2,378 | $80.1 萬 | 0.09% | +2,378 | 新進 |
| Park Avenue Securities LLC | 2,362 | $79.6 萬 | 0.01% | +2,362 | 新進 |
| Capula Management Ltd | 2,341 | $78.9 萬 | 0.01% | +2,341 | 新進 |
| Atomi Financial Group, Inc. | 2,310 | $77.8 萬 | 0.03% | +200+9.5% | 加碼 |
| Captrust Financial Advisors | 2,309 | $77.8 萬 | 0.00% | +2,309 | 新進 |
| Scientech Research LLC | 2,291 | $77.2 萬 | 0.19% | +2,291 | 新進 |
| United Capital Financial Advisers, LLC | 2,272 | $76.6 萬 | 0.01% | +422+22.8% | 加碼 |
| Private Advisory Group LLC | 2,215 | $74.6 萬 | 0.07% | +2,215 | 新進 |
| Atria Investments LLC | 2,208 | $74.4 萬 | 0.01% | +2,208 | 新進 |
| CWM, LLC | 2,203 | $74.2 萬 | 0.00% | +191+9.5% | 加碼 |
| Prelude Capital Management, LLC | 2,188 | $73.7 萬 | 0.07% | +2,188 | 新進 |
| Motley Fool Asset Management LLC | 2,181 | $73.5 萬 | 0.03% | −48−2.2% | 減碼 |
| Callan Family Office, LLC | 2,166 | $73.0 萬 | 0.02% | +2,166 | 新進 |
| Central Pacific Bank - Trust Division | 2,150 | $72.4 萬 | 0.09% | −855−28.5% | 減碼 |
| Jane Street Group, LLC | 2,107 | $71.0 萬 | 0.00% | −85,433−97.6% | 減碼 |
| Abn Amro Investment Solutions | 2,103 | $70.9 萬 | 0.01% | +514+32.3% | 加碼 |
| Morris Retirement Advisors, LLC | 2,098 | $70.7 萬 | 0.33% | +2,098 | 新進 |
| Headlands Technologies LLC | 2,092 | $70.5 萬 | 0.08% | +2,092 | 新進 |
| Banque Cantonale Vaudoise | 2,066 | $69.6 萬 | 0.03% | −958−31.7% | 減碼 |
| Advisory Services Network, LLC | 1,768 | $69.0 萬 | 0.01% | −2,761−61.0% | 減碼 |
| Net Worth Advisory Group | 2,047 | $69.0 萬 | 0.15% | −69−3.3% | 減碼 |
| Comerica Bank | 2,044 | $68.9 萬 | 0.00% | +348+20.5% | 加碼 |
| Bayforest Capital Ltd | 2,016 | $67.9 萬 | 0.30% | +243+13.7% | 加碼 |
| 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 |
| XTX Topco Ltd | 1,996 | $67.3 萬 | 0.03% | −16,756−89.4% | 減碼 |
| Signaturefd, LLC | 1,995 | $67.2 萬 | 0.01% | +93+4.9% | 加碼 |
| Allegheny Financial Group LTD | 1,988 | $67.0 萬 | 0.15% | +239+13.7% | 加碼 |
| Lido Advisors, LLC | 1,977 | $66.6 萬 | 0.00% | +189+10.6% | 加碼 |
| Mount Lucas Management LP | 1,957 | $65.9 萬 | 0.31% | +1,957 | 新進 |
| Avantax Advisory Services, Inc. | 1,946 | $65.6 萬 | 0.00% | +267+15.9% | 加碼 |
| TFC Financial Management | 1,904 | $64.2 萬 | 0.09% | −22−1.1% | 減碼 |
| Sherbrooke Park Advisers LLC | 1,887 | $63.6 萬 | 0.28% | +446+31.0% | 加碼 |
| GLOBALT Investments LLC | 1,872 | $63.1 萬 | 0.02% | +1,872 | 新進 |
| Cliffwater LLC | 1,865 | $62.8 萬 | 0.13% | +1,865 | 新進 |
| Gilder Gagnon Howe & Co LLC | 1,846 | $62.2 萬 | 0.01% | +31+1.7% | 加碼 |
| Intech Investment Management LLC | 1,801 | $60.7 萬 | 0.01% | +321+21.7% | 加碼 |
| Janney Montgomery Scott LLC | 1,797 | $60.6 萬 | 0.00% | +821+84.1% | 加碼 |
| MAI Capital Management | 1,757 | $59.2 萬 | 0.00% | +31+1.8% | 加碼 |
| Arista Wealth Management, LLC | 1,752 | $59.0 萬 | 0.08% | +1,752 | 新進 |
| Wedmont Private Capital | 1,680 | $59.0 萬 | 0.03% | +189+12.7% | 加碼 |
| Unique Wealth Strategies, LLC | 1,750 | $59.0 萬 | 0.25% | +1,750 | 新進 |
| Vestmark Advisory Solutions, Inc. | 1,730 | $58.3 萬 | 0.01% | +1,730 | 新進 |
| Siemens Fonds Invest GmbH | 1,702 | $57.4 萬 | 0.03% | +357+26.5% | 加碼 |
| Okabena Investment Services Inc | 1,686 | $56.8 萬 | 0.13% | +1,686 | 新進 |
| Atria Wealth Solutions, Inc. | 1,662 | $56.4 萬 | 0.01% | +1,662 | 新進 |
| Meridian Wealth Management, LLC | 1,669 | $56.2 萬 | 0.02% | +3+0.2% | 加碼 |
| Sheets Smith Wealth Management | 1,652 | $55.7 萬 | 0.07% | +1,652 | 新進 |
| Larson Financial Group LLC | 1,623 | $54.7 萬 | 0.02% | +248+18.0% | 加碼 |
| Bokf, NA | 1,613 | $54.4 萬 | 0.01% | +1,613 | 新進 |
| 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 |
| Hemington Wealth Management | 1,587 | $53.4 萬 | 0.08% | −20−1.2% | 減碼 |
| Forum Financial Management, LP | 1,520 | $51.2 萬 | 0.01% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 1,519 | $51.2 萬 | 0.03% | −163−9.7% | 減碼 |
| Arkadios Wealth Advisors | 1,501 | $50.6 萬 | 0.02% | +345+29.8% | 加碼 |
| Ritholtz Wealth Management | 1,500 | $50.5 萬 | 0.01% | +1,500 | 新進 |
| Hook Mill Capital Partners, LP | 1,498 | $50.5 萬 | 0.05% | +287+23.7% | 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 |
| Shell Asset Management Co | 1,455 | $49.0 萬 | 0.02% | +885+155.3% | 加碼 |
| Stephens Inc | 1,451 | $48.9 萬 | 0.01% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 1,450 | $48.9 萬 | 0.06% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 1,447 | $48.8 萬 | 0.00% | +224+18.3% | 加碼 |
| Pitcairn Co | 1,431 | $48.2 萬 | 0.03% | +1,431 | 新進 |
| Merit Financial Group, LLC | 1,407 | $47.4 萬 | 0.01% | +1,407 | 新進 |
| DekaBank Deutsche Girozentrale | 1,486 | $47.2 萬 | 0.00% | 00.0% | 不變 |
| Clarity Wealth Advisors, LLC | 1,391 | $46.9 萬 | 0.12% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 1,367 | $46.1 萬 | 0.06% | +1,367 | 新進 |
| Stratos Wealth Partners, LTD. | 1,362 | $45.9 萬 | 0.01% | −356−20.7% | 減碼 |
| Perbak Capital Partners LLP | 1,352 | $45.6 萬 | 0.10% | +377+38.7% | 加碼 |
| Ballentine Partners, LLC | 1,347 | $45.4 萬 | 0.01% | −113−7.7% | 減碼 |
| Baader Bank INC | 1,423 | $45.1 萬 | 0.04% | +1,423 | 新進 |
| Quarry LP | 1,334 | $45.0 萬 | 0.10% | +1,334 | 新進 |