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 3 季 13F 持有人
Carvana Co. 在 2025/9/30 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
- 775
- 較 2025 年第 2 季 +44 家
- 持有股數
- 1.36 億
- 較 2025 年第 2 季 +650.9 萬 (+5.0%)
- 總市值
- $512.6 億
- 較 2025 年第 2 季 +$76.6 億 (+17.6%)
- 新進機構
- 128
- 另有 322 家加碼
- 清倉機構
- 84
- 另有 234 家減碼
另有 10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Polianta Ltd | 3,600 | $135.8 萬 | 0.56% | −800−18.2% | 減碼 |
| O'Neil Global Advisors, Inc. | 3,543 | $133.7 萬 | 0.25% | +3,543 | 新進 |
| Absoluto Partners Gestao de Recursos Ltda | 3,491 | $131.7 萬 | 0.95% | +2,524+261.0% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,473 | $131.0 萬 | 0.09% | +3,473 | 新進 |
| Commonwealth Equity Services, LLC | 3,449 | $130.1 萬 | 0.00% | −1,528−30.7% | 減碼 |
| Private Advisory Group LLC | 3,379 | $127.5 萬 | 0.11% | +1,164+52.6% | 加碼 |
| AXA Investment Managers S.A. | 3,373 | $127.2 萬 | 0.00% | +3,373 | 新進 |
| Boothbay Fund Management, LLC | 3,372 | $127.2 萬 | 0.03% | +2,248+200.0% | 加碼 |
| Highland Capital Management, LLC | 3,349 | $126.3 萬 | 0.06% | −2,570−43.4% | 減碼 |
| Thrivent Financial for Lutherans | 3,252 | $122.7 萬 | 0.00% | −1,138−25.9% | 減碼 |
| Great Lakes Advisors, LLC | 3,195 | $120.5 萬 | 0.01% | −99−3.0% | 減碼 |
| CIBC World Markets Inc. | 3,172 | $119.7 萬 | 0.00% | −289−8.4% | 減碼 |
| Diversified Trust Co | 3,168 | $119.5 萬 | 0.02% | +36+1.1% | 加碼 |
| HB Wealth Management, LLC | 3,159 | $119.2 萬 | 0.01% | +128+4.2% | 加碼 |
| Marex Group plc | 3,032 | $114.4 萬 | 0.01% | −11,285−78.8% | 減碼 |
| La Banque Postale Asset Management SA | 2,973 | $112.2 萬 | 0.01% | −50−1.7% | 減碼 |
| Jefferies Financial Group Inc. | 2,961 | $111.7 萬 | 0.01% | −5,084−63.2% | 減碼 |
| Comerica Bank | 2,907 | $109.7 萬 | 0.00% | +863+42.2% | 加碼 |
| iA Global Asset Management Inc. | 2,906 | $109.6 萬 | 0.02% | +2,906 | 新進 |
| Cresset Asset Management, LLC | 2,871 | $108.3 萬 | 0.00% | −24−0.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,854 | $107.7 萬 | 0.00% | −191−6.3% | 減碼 |
| Generali Asset Management SPA SGR | 2,774 | $104.6 萬 | 0.02% | −325−10.5% | 減碼 |
| Diversified Portfolios, Inc. | 2,720 | $102.6 萬 | 0.09% | −1,000−26.9% | 減碼 |
| Encompass More Asset Management | 2,692 | $101.6 萬 | 0.20% | +2,692 | 新進 |
| Pinkerton Retirement Specialists, LLC | 2,648 | $99.9 萬 | 0.11% | −27−1.0% | 減碼 |
| VGI Partners Ltd | 2,600 | $98.1 萬 | 0.07% | +2,600 | 新進 |
| Sequoia Financial Advisors, LLC | 2,570 | $96.9 萬 | 0.01% | −363−12.4% | 減碼 |
| Callan Family Office, LLC | 2,567 | $96.8 萬 | 0.03% | +401+18.5% | 加碼 |
| Friedenthal Financial | 2,566 | $96.8 萬 | 0.50% | +2,531+7,231.4% | 加碼 |
| Metis Global Partners, LLC | 2,559 | $96.5 萬 | 0.02% | −162−6.0% | 減碼 |
| Panagora Asset Management Inc | 2,558 | $96.5 萬 | 0.00% | +2,558 | 新進 |
| Perbak Capital Partners LLP | 2,534 | $95.6 萬 | 0.17% | +1,182+87.4% | 加碼 |
| Wall Street Access Asset Management, LLC | 2,500 | $94.3 萬 | 0.24% | 00.0% | 不變 |
| Kingdon Capital Management, L.L.C. | 2,500 | $94.3 萬 | 0.15% | +2,500 | 新進 |
| Hampton Road Capital Management LP | 2,500 | $94.3 萬 | 2.04% | +2,500 | 新進 |
| Captrust Financial Advisors | 2,484 | $93.7 萬 | 0.00% | +175+7.6% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 2,469 | $93.1 萬 | 0.05% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 2,452 | $92.5 萬 | 0.00% | −2,936−54.5% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 7,645 | $92.2 萬 | 0.04% | +4,659+156.0% | 加碼 |
| Global Endowment Management, LP | 2,389 | $90.1 萬 | 0.11% | −347−12.7% | 減碼 |
| Atomi Financial Group, Inc. | 2,370 | $89.4 萬 | 0.03% | +60+2.6% | 加碼 |
| United Capital Financial Advisers, LLC | 2,358 | $89.0 萬 | 0.01% | +86+3.8% | 加碼 |
| Oak Thistle LLC | 2,308 | $87.1 萬 | 0.13% | −759−24.7% | 減碼 |
| Prudential PLC | 2,229 | $84.1 萬 | 0.01% | −2,435−52.2% | 減碼 |
| RSM US Wealth Management LLC | 2,214 | $83.5 萬 | 0.01% | +996+81.8% | 加碼 |
| CWM, LLC | 2,187 | $82.5 萬 | 0.00% | −16−0.7% | 減碼 |
| Fox Run Management, L.L.C. | 2,180 | $82.2 萬 | 0.13% | +2,180 | 新進 |
| Jump Financial, LLC | 2,172 | $81.9 萬 | 0.01% | −118,285−98.2% | 減碼 |
| Caisse des Depots Et Consignations | 2,110 | $79.6 萬 | 0.03% | +2,110 | 新進 |
| Baader Bank INC | 2,147 | $78.9 萬 | 0.07% | +724+50.9% | 加碼 |
| Advisory Services Network, LLC | 2,080 | $78.5 萬 | 0.01% | +312+17.6% | 加碼 |
| Rockefeller Capital Management L.P. | 2,054 | $77.5 萬 | 0.00% | +2,054 | 新進 |
| Bokf, NA | 2,049 | $77.3 萬 | 0.01% | +436+27.0% | 加碼 |
| Signaturefd, LLC | 2,022 | $76.3 萬 | 0.01% | +27+1.4% | 加碼 |
| GLOBALT Investments LLC | 2,004 | $75.6 萬 | 0.03% | +132+7.1% | 加碼 |
| Annex Advisory Services, LLC | 2,000 | $75.4 萬 | 0.02% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 1,956 | $73.8 萬 | 0.14% | −32−1.6% | 減碼 |
| TFC Financial Management | 1,904 | $71.8 萬 | 0.09% | 00.0% | 不變 |
| Hunting Hill Global Capital, LLC | 1,900 | $71.7 萬 | 0.27% | −500−20.8% | 減碼 |
| Net Worth Advisory Group | 1,880 | $70.9 萬 | 0.21% | −167−8.2% | 減碼 |
| Janney Montgomery Scott LLC | 1,875 | $70.7 萬 | 0.00% | +78+4.3% | 加碼 |
| Cliffwater LLC | 1,865 | $70.4 萬 | 0.15% | 00.0% | 不變 |
| Gilder Gagnon Howe & Co LLC | 1,863 | $70.3 萬 | 0.01% | +17+0.9% | 加碼 |
| Hollencrest Capital Management | 1,838 | $69.3 萬 | 0.03% | +1,838 | 新進 |
| Harvest Fund Management Co., Ltd | 1,832 | $69.1 萬 | 0.03% | +1,374+300.0% | 加碼 |
| Mount Lucas Management LP | 1,815 | $68.5 萬 | 0.31% | −142−7.3% | 減碼 |
| Florida Financial Advisors, LLC | 1,812 | $68.4 萬 | 0.21% | +494+37.5% | 加碼 |
| Abn Amro Investment Solutions | 1,783 | $67.3 萬 | 0.01% | −320−15.2% | 減碼 |
| Bryce Point Capital, LLC | 1,766 | $66.6 萬 | 0.81% | −1,269−41.8% | 減碼 |
| Wedmont Private Capital | 1,796 | $66.5 萬 | 0.02% | +116+6.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 1,762 | $66.5 萬 | 0.01% | +400+29.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,748 | $65.9 萬 | 0.05% | −2,526−59.1% | 減碼 |
| Catalyst Capital Advisors LLC | 1,736 | $65.5 萬 | 0.01% | +1,736 | 新進 |
| Yousif Capital Management, LLC | 1,721 | $64.9 萬 | 0.01% | +118+7.4% | 加碼 |
| Siemens Fonds Invest GmbH | 1,702 | $64.2 萬 | 0.04% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 1,826 | $64.1 萬 | 0.14% | −884−32.6% | 減碼 |
| Oak Ridge Investments LLC | 1,694 | $63.9 萬 | 0.04% | +1,694 | 新進 |
| Arkadios Wealth Advisors | 1,694 | $63.9 萬 | 0.02% | +193+12.9% | 加碼 |
| Ellevest, Inc. | 1,688 | $63.7 萬 | 0.09% | +1,688 | 新進 |
| Morris Retirement Advisors, LLC | 1,684 | $63.5 萬 | 0.28% | −414−19.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,676 | $63.2 萬 | 0.00% | +229+15.8% | 加碼 |
| Meridian Wealth Management, LLC | 1,671 | $63.0 萬 | 0.02% | +2+0.1% | 加碼 |
| Sheets Smith Wealth Management | 1,652 | $62.3 萬 | 0.07% | 00.0% | 不變 |
| Central Pacific Bank - Trust Division | 1,625 | $61.3 萬 | 0.07% | −525−24.4% | 減碼 |
| Meeder Advisory Services, Inc. | 1,623 | $61.2 萬 | 0.03% | +686+73.2% | 加碼 |
| Polymer Capital Management (HK) LTD | 1,623 | $61.2 萬 | 0.09% | +975+150.5% | 加碼 |
| Optimize Financial Inc | 1,611 | $60.8 萬 | 0.32% | −1,898−54.1% | 減碼 |
| Hemington Wealth Management | 1,580 | $59.6 萬 | 0.08% | −7−0.4% | 減碼 |
| Greenland Capital Management LP | 1,550 | $58.5 萬 | 0.09% | −1,106−41.6% | 減碼 |
| Prospera Financial Services Inc | 1,536 | $57.9 萬 | 0.01% | −3,221−67.7% | 減碼 |
| Merit Financial Group, LLC | 1,531 | $57.8 萬 | 0.01% | +124+8.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,486 | $57.7 萬 | 0.00% | 00.0% | 不變 |
| Ritholtz Wealth Management | 1,526 | $57.6 萬 | 0.01% | +26+1.7% | 加碼 |
| Forum Financial Management, LP | 1,520 | $57.3 萬 | 0.01% | 00.0% | 不變 |
| Frank, Rimerman Advisors LLC | 1,518 | $57.3 萬 | 0.04% | −1−0.1% | 減碼 |
| Rakuten Investment Management, Inc. | 8,767 | $56.9 萬 | 0.00% | +8,767 | 新進 |
| Vestmark Advisory Solutions, Inc. | 1,507 | $56.9 萬 | 0.01% | −223−12.9% | 減碼 |
| Shell Asset Management Co | 1,503 | $56.7 萬 | 0.06% | +48+3.3% | 加碼 |
| Hook Mill Capital Partners, LP | 1,498 | $56.5 萬 | 0.05% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 1,497 | $56.5 萬 | 0.00% | −30,537−95.3% | 減碼 |