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CVNA — CARVANA CO

Reported value held$30.36B
Funds holding (latest)64
SectorConsumer Discretionary

Index member: S&P 500

Funds holding (Q2 2026)54
Institutional value$22.78B · 430.70M sh
New / Add / Cut / Exit2 / 49 / 3 / 2
Top-5 / Top-10 concentration57.9% / 75.6%
Institutional holdings change Accumulating +374.7% (+339.97M sh)
Institutional value change Down -0.7%

As of Q2 2026, 54 SEC-registered investment managers reported holding CVNA (CARVANA CO) in their latest 13F filings, with a combined reported value of $22.78B across 430.70M shares. That is +374.7% by share count (+339.97M shares) versus the previous quarter, while reported value moved -0.7%. Ownership is concentrated: the five largest holders account for 57.9% of reported value and the top ten for 75.6%.

Compared with the prior quarter, 2 opened new positions, 49 added to existing stakes, 3 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

CVNA is a constituent of the S&P 500 and is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 16.78M $7.08B 0.10% Add
Capital Research Global Investors history Q2 2026 63.42M $4.17B 0.61% Add
BlackRock Inc history Q2 2026 48.49M $3.19B 0.05% Add
Fidelity Management & Research (FMR) history Q2 2026 33.60M $2.21B 0.11% Add
Citadel Advisors history Q2 2026 27.54M $1.81B 0.21% Add
Citigroup Inc history Q2 2026 27.19M $1.79B 0.62% Add
Geode Capital Management history Q2 2026 16.65M $1.09B 0.06% Add
Capital World Investors history Q2 2026 14.20M $934.66M 0.12% Add
Viking Global Investors history Q2 2026 12.32M $811.05M 2.35% Add
Lone Pine Capital history Q2 2026 10.52M $692.47M 4.23% Add
Invesco Ltd history Q2 2026 7.62M $501.34M 0.04% Add
Morgan Stanley history Q2 2026 6.37M $419.30M 0.02% Add
Northern Trust Corp history Q2 2026 6.17M $406.04M 0.05% Add
Dragoneer Investment Group history Q1 2026 1.25M $393.91M 13.12% Add
Charles Schwab Investment Management history Q2 2026 5.54M $364.55M 0.05% Add
Norges Bank Investment Management history Q2 2026 5.24M $345.13M 0.03% Add
Renaissance Technologies history Q2 2026 5.12M $337.16M 0.47% Add
UBS Group AG history Q2 2026 4.65M $306.37M 0.04% Add
Wells Fargo & Co history Q2 2026 4.28M $281.40M 0.05% Add
Whale Rock Capital Management history Q2 2026 4.27M $280.86M 2.26% Add

View all 64 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Capital Research Global Investors — — — — — — — — — — — — — — 1.44M 3.97M 3.99M 5.70M 10.85M 63.42M
BlackRock Inc — — — — — — — — — — — — 5.59M 7.34M 7.35M 9.48M 9.82M 11.72M 11.53M 48.49M
Fidelity Management & Research (FMR) 6.76M 9.29M 10.44M 5.66M 9.24M 1.92M 4.67M 4.67M 4.70M 3.44M 3.79M 6.48M 12.36M 9.66M 9.41M 6.09M 5.71M 5.96M 7.45M 33.60M
Citadel Advisors 1.06M 1.50M 2.26M 3.57M 5.74M 5.00M 2.66M 3.12M 3.57M 5.70M 4.30M 4.49M 3.90M 4.58M 4.34M 5.37M 5.33M 7.24M 6.65M 27.54M
Citigroup Inc 2.87M 6.83M 45.43K 739.24K 128.84K 25.02K 71.69K 53.05K 35.05K 2.54M 5.08M 5.01M 4.23M 6.37M 2.36M 4.07M 5.00M 6.10M 6.26M 27.19M
Geode Capital Management 940.71K 990.47K 1.03M 1.25M 1.26M 1.32M 1.38M 1.90M 1.94M 2.10M 2.26M 1.67M 1.80M 1.88M 2.01M 2.23M 2.50M 3.88M 3.91M 16.65M
Capital World Investors 987.41K 1.46M 1.45M 1.62M 5.32M — — — — — — — — — 207.57K 626.06K 806.24K 1.28M 2.61M 14.20M
Viking Global Investors — — — — — — — — — — — 553.62K 269.09K 873.58K 2.55M 1.08M 2.10M 1.06M 2.78M 12.32M
Lone Pine Capital 2.14M — — — — — — — — — — — — — 2.70M 2.15M 1.77M 1.78M 1.75M 10.52M
Invesco Ltd 457.67K 72.42K 71.68K 109.56K 95.08K 233.41K 280.98K 504.01K 440.19K 251.42K 174.80K 253.27K 192.37K 316.20K 221.34K 734.44K 1.45M 1.98M 1.07M 7.62M
Morgan Stanley 5.47M 5.45M 7.17M 5.20M 8.53M 14.08M 13.91M 12.97M 14.76M 16.95M 14.71M 6.17M 5.51M 5.29M 1.44M 1.29M 1.33M 1.53M 1.35M 6.37M
Northern Trust Corp 522.72K 487.48K 489.04K 555.16K 425.15K 427.20K 438.68K 894.98K 888.50K 923.32K 946.25K 898.33K 499.36K 650.70K 685.86K 748.61K 802.96K 1.19M 1.21M 6.17M
Charles Schwab Investment Management 250.01K 258.73K 263.05K 308.71K 280.16K 287.24K 283.11K 497.71K 778.56K 831.88K 859.08K 684.97K 423.87K 462.96K 490.87K 547.61K 638.73K 1.00M 1.03M 5.54M
Norges Bank Investment Management — — — — — 819.45K — — — 5.77K — 221.90K — 882.00K — 770.03K — 977.06K — 5.24M
Renaissance Technologies 396.40K — — 1.25M — 2.98M — — 1.38M 1.79M 724.90K 813.40K 1.00M 852.37K 238.71K 1.01M 1.01M 1.41M 1.20M 5.12M
UBS Group AG 54.32K 24.98K 686.26K 508.65K 102.74K 475.85K 326.56K 349.73K 81.62K 277.02K 415.88K 809.47K 289.00K 631.32K 2.17M 1.14M 543.24K 706.98K 933.52K 4.65M
Wells Fargo & Co 222.81K 110.41K 106.12K 84.67K 354.32K 22.79K 18.43K 60.20K 47.18K 55.83K 53.88K 53.38K 223.72K 91.77K 374.21K 1.01M 1.17M 1.25M 957.99K 4.28M
Whale Rock Capital Management 874.73K 2.35M — — — — — — — — — — 935.92K 1.21M 1.15M 582.81K 567.71K 1.07M 877.55K 4.27M
Goldman Sachs Group 469.30K 532.19K 3.48M 2.01M 1.31M 8.91M 730.34K 937.64K 926.98K 1.65M 1.53M 1.55M 373.28K 189.46K 275.99K 312.08K 1.70M 1.74M 817.56K 3.77M
BNY Mellon 261.31K 248.51K 241.38K 362.84K 365.27K 327.54K 324.86K 373.78K 360.58K 393.53K 366.45K 342.92K 347.55K 478.49K 438.82K 380.50K 381.74K 693.57K 710.26K 3.48M

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