CVNA — CARVANA CO
Index member: S&P 500
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.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| 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 |
New Positions (Q2 2026)
- JPMorgan Chase & Co 143.10K sh · $9.12M
- Steadfast Capital Management 34.90K sh · $2.30M
Fully Exited (vs previous quarter)
- Dragoneer Investment Group sold 1.25M sh · $393.91M
- Janus Henderson Group sold 13.73K sh · $4.32M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details