CVR EnergyCVI

13F holders, Q1 2025 (March 31)
197holders +5
39new positions
35sold out
7famous investors
$19.40avg. 13F price*

At the end of Q1 2025, 197 institutions reported holding CVR Energy Inc. (CVI) in their 13F filings, up 5 from Q4 2024. 39 opened new positions and 35 sold out. The largest holders were Icahn Capital ($1.3B), BlackRock, Inc. ($103.8M) and Vanguard Group Inc. ($80.7M). 7 famous investors held it, including Carl Icahn (17.8% of Icahn Capital's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
CVR Energy Inc.
CUSIP
12662P108
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 231Q1 2024Q2 2024: 215Q2 2024Q3 2024: 204Q3 2024Q4 2024: 192Q4 2024Q1 2025: 197Q1 2025Q2 2025: 209Q2 2025Q3 2025: 226Q3 2025Q4 2025: 228Q4 2025Q1 2026: 219Q1 2026Q2 2026: 223Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions39$26.2M
Exits35$22.2M

All 13F filers, Q4 2024 → Q1 2025: 4,300,331 shares bought and 3,980,507 shares sold, net +319,824 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 197 holders

Icahn Capital 17.76% Add +2.8% 68,534,270 $1.3B
BlackRock, Inc. 0.00% Reduce -5.7% 5,349,383 $103.8M
Vanguard Group Inc. 0.00% Add +0.6% 4,159,992 $80.7M
Dimensional Fund Advisors LP 0.01% Reduce -2.5% 2,127,474 $41.3M
State Street Corp. 0.00% Reduce -3.2% 1,899,067 $36.8M
Invesco Ltd. 0.00% Reduce -10.0% 989,151 $19.2M
Charles Schwab Investment Management Inc. 0.00% Add +14.2% 894,193 $17.3M
Two Sigma Investments, LP 0.04% Add +13.9% 854,449 $16.6M
Geode Capital Management, LLC 0.00% Add +2.6% 794,634 $15.4M
American Century Companies Inc. 0.01% Add +12.8% 782,012 $15.2M
Jacobs Levy Equity Management, Inc. 0.06% Reduce -5.0% 737,087 $14.3M
Ameriprise Financial Inc. 0.00% Reduce -6.3% 686,394 $13.3M
Renaissance Technologies 0.02% Add +21.8% 663,184 $12.9M
Morgan Stanley 0.00% Reduce -14.2% 661,705 $12.8M
UBS Group AG 0.00% Reduce -16.7% 607,108 $11.8M
Hotchkis & Wiley Capital Management LLC 0.04% Add +26.6% 587,300 $11.4M
Two Sigma Advisers, LP 0.03% Add +19.7% 572,900 $11.1M
Goldman Sachs Group Inc. 0.00% Add +14.8% 496,650 $9.6M
Balyasny Asset Management L.P. 0.02% New 387,154 $7.5M
Northern Trust Corp. 0.00% Reduce -4.7% 381,880 $7.4M
Cambria Investment Management, L.P. 0.46% Reduce -9.8% 341,270 $6.6M
Citadel Advisors 0.01% Reduce -66.9% 289,770 $5.6M
Advisors Asset Management, Inc. 0.10% Reduce -21.2% 271,755 $5.3M
Bank of America Corp. 0.00% Add +25.8% 233,787 $4.5M
Allianz Asset Management GmbH 0.01% Add +0.0% 231,704 $4.5M
Jane Street Group, LLC 0.01% Add +47.3% 231,465 $4.5M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 227,656 $4.4M
Susquehanna Fundamental Investments, LLC 0.07% New 220,134 $4.3M
JPMorgan Chase & Co. 0.00% Reduce -18.1% 204,051 $4.0M
Principal Financial Group Inc. 0.00% Add +2.4% 170,584 $3.3M
Wells Fargo & Company 0.00% Reduce -0.4% 166,775 $3.2M
Caption Management, LLC 0.13% New 149,655 $2.9M
Engineers Gate Manager LP 0.04% Reduce -0.6% 129,732 $2.5M
First Trust Advisors LP 0.00% Reduce -48.0% 128,746 $2.5M
Rhumbline Advisers 0.00% Add +0.2% 115,301 $2.2M
Capital Fund Management S.A. 0.03% Add +168.7% 109,900 $2.1M
Holocene Advisors, LP 0.01% Reduce -41.3% 108,694 $2.1M
Public Sector Pension Investment Board 0.01% Add +26.6% 108,357 $2.1M
Nuveen, LLC 0.00% — 90,535 $1.8M
Legal & General Group Plc 0.00% Reduce -3.4% 87,356 $1.7M
State of Wisconsin Investment Board 0.00% Reduce -14.3% 85,052 $1.7M
Congress Asset Management Co. 0.01% Reduce -0.1% 84,536 $1.6M
Royce & Associates LP 0.02% Reduce -13.1% 82,172 $1.6M
Millennium Management 0.00% Reduce -72.0% 80,187 $1.6M
Victory Capital Management Inc. 0.00% Reduce -55.2% 72,891 $1.4M
D. E. Shaw & Co. 0.00% Add +52.5% 72,852 $1.4M
Citigroup Inc. 0.00% Reduce -3.4% 68,204 $1.3M
Swiss National Bank 0.00% Reduce -1.7% 68,200 $1.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +12.2% 67,623 $1.3M
Polaris Capital Management, LLC 0.07% Reduce -20.7% 67,000 $1.3M
Squarepoint Ops LLC 0.00% Reduce -72.3% 60,836 $1.2M
Susquehanna International Group, LLP 0.00% Reduce -71.0% 55,040 $1.1M
Bayforest Capital Ltd 0.46% New 53,937 $1.0M
RBF Capital, LLC 0.06% New 50,000 $970K
Rafferty Asset Management, LLC 0.00% Reduce -15.8% 48,903 $949K
Alliancebernstein L.P. 0.00% No change 48,243 $936K
Barclays PLC 0.00% Reduce -27.4% 47,382 $919K
Gotham Asset Management 0.01% New 46,579 $904K
Russell Investments Group, Ltd. 0.00% Reduce -6.9% 42,894 $832K
Camelot Portfolios, LLC 0.50% Add +126.6% 41,806 $811K
Guggenheim Capital LLC 0.01% Reduce -12.7% 41,584 $807K
D.A. Davidson & Co. 0.01% Add +3.8% 40,790 $791K
Trexquant Investment LP 0.01% New 39,640 $769K
Prudential Financial Inc. 0.00% Reduce -3.1% 34,182 $663K
Groesbeck Investment Management Corp. 0.92% No change 34,000 $660K
Kennondale Capital Management LLC 0.70% No change 32,887 $638K
California State Teachers Retirement System 0.00% No change 32,809 $636K
LPL Financial LLC 0.00% Add +197.8% 32,727 $635K
Vestcor Inc 0.02% Add +67.0% 32,400 $629K
Manufacturers Life Insurance Company, The 0.00% Add +8.1% 31,741 $616K
SummerHaven Investment Management, LLC 0.43% Add +2.5% 31,707 $615K
Nebula Research & Development LLC 0.06% New 31,500 $611K
AQR Capital Management 0.00% New 31,499 $611K
Schonfeld Strategic Advisors LLC 0.00% New 31,397 $609K
T. Rowe Price Associates Inc. 0.00% Add +16.2% 30,336 $589K
CANADA LIFE ASSURANCE Co 0.00% Reduce -19.5% 30,350 $588K
Cypress Capital Management LLC (WY) 0.67% Reduce -6.9% 28,991 $562K
STRS Ohio 0.00% New 27,400 $532K
Cetera Investment Advisers 0.00% Add +5.7% 26,404 $512K
Deutsche Bank AG 0.00% Reduce -9.6% 26,393 $512K
Thrivent Financial for Lutherans 0.00% Reduce -5.0% 25,106 $487K
Sei Investments Co. 0.00% Add +57.3% 24,892 $483K
Verition Fund Management LLC 0.00% New 22,875 $444K
Bridgefront Capital, LLC 0.13% New 22,486 $436K
Tidal Investments LLC 0.00% New 21,670 $420K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -0.2% 21,547 $418K
Mariner, LLC 0.00% New 20,550 $399K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +4.4% 20,301 $394K
Empirical Finance, LLC 0.02% No change 20,140 $391K
MetLife Investment Management, LLC 0.00% Reduce -10.7% 20,078 $390K
KLP Kapitalforvaltning As 0.00% Reduce -30.8% 20,000 $388K
Dynamic Technology Lab Private Ltd 0.05% New 19,502 $378K
Bayesian Capital Management, LP 0.06% New 19,300 $374K
Atom Investors LP 0.05% Reduce -31.5% 19,132 $371K
State of Alaska, Department of Revenue 0.00% Reduce -2.3% 18,940 $367K
Martingale Asset Management L P 0.01% New 18,125 $352K
Capula Management Ltd 0.00% New 17,846 $346K
Corebridge Financial, Inc. 0.00% Reduce -1.9% 17,841 $346K
Intech Investment Management LLC 0.00% Add +27.6% 17,830 $346K
Brevan Howard Capital Management LP 0.01% New 17,632 $342K
Illinois Municipal Retirement Fund 0.01% Reduce -1.4% 17,577 $341K
Norges Bank 0.00% Reduce -86.2% 17,030 $330K
Natixis Advisors, LLC 0.00% New 16,535 $321K
Louisiana State Employees Retirement System 0.01% Reduce -2.4% 16,100 $312K
NewEdge Advisors, LLC 0.00% Reduce -11.1% 15,782 $306K
Jones Financial Companies LLLP 0.00% Reduce -0.2% 15,122 $300K
Oxford Asset Management LLP 0.14% New 15,315 $297K
New York State Common Retirement Fund 0.00% Reduce -18.5% 14,950 $290K
Royal Bank of Canada 0.00% Add +67.2% 14,904 $289K
US Bancorp \de 0.00% Reduce -0.6% 14,762 $286K
Commonwealth Equity Services, LLC 0.00% Add +0.5% 14,593 $283K
SG Americas Securities, LLC 0.00% Reduce -41.0% 14,358 $279K
Osaic Holdings, Inc. 0.00% Add +17.4% 14,025 $272K
Janus Henderson Group PLC 0.00% No change 13,150 $261K
Freestone Grove Partners LP 0.00% New 13,187 $256K
Townsquare Capital LLC 0.00% New 12,815 $249K
Yousif Capital Management, LLC 0.00% Reduce -2.4% 12,742 $247K
Aristeia Capital, L.L.C. 0.02% New 12,705 $246K
New York State Teachers Retirement System 0.00% Reduce -8.7% 12,612 $245K
State of Wyoming 0.03% New 11,999 $233K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,880 $230K
Comerica Bank 0.00% Reduce -2.2% 11,620 $225K
IHT Wealth Management, LLC 0.01% Add +3.2% 10,498 $204K
Bank of Montreal 0.00% New 10,206 $198K
GF Fund Management Co. LTD. 0.00% Reduce -3.8% 10,156 $197K
Arizona State Retirement System 0.00% Reduce -1.2% 10,093 $196K
Teachers Retirement System of the State of Kentucky 0.00% No change 9,935 $193K
Amalgamated Bank 0.00% Reduce -1.7% 9,747 $189K
State of Tennessee, Department of Treasury 0.00% No change 8,565 $166K
Virtus Investment Advisers, LLC 0.04% New 8,323 $161K
Oregon Public Employees Retirement Fund 0.00% Reduce -2.5% 7,822 $152K
Police & Firemen's Retirement System of New Jersey 0.00% No change 6,869 $133K
Quadrant Capital Group LLC 0.00% Add +9838.8% 6,659 $129K
Rothschild Investment LLC 0.01% Add +1.2% 5,135 $100K
Public Employees Retirement Association of Colorado 0.00% No change 5,056 $98K
FMR LLC 0.00% Add +46.7% 3,564 $69K
Ameritas Investment Partners, Inc. 0.00% No change 3,347 $65K
Covestor Ltd 0.04% Reduce -58.2% 3,307 $64K
Cwm, LLC 0.00% Add +304.2% 2,676 $52K
PNC Financial Services Group, Inc. 0.00% Add +19.9% 2,460 $48K
BNP Paribas Financial Markets 0.00% Reduce -98.0% 2,455 $48K
GAMMA Investing LLC 0.00% Add +106.6% 2,159 $42K
Future Financial Wealth Managment LLC 0.03% No change 2,000 $39K
Farther Finance Advisors, LLC 0.00% Add +16.6% 1,964 $38K
Caitong International Asset Management Co., Ltd 0.03% Add +1030.2% 1,944 $38K
Public Employees Retirement System of Ohio 0.00% Add +26.4% 1,800 $35K
Harbor Capital Advisors, Inc. 0.00% Add +65.5% 1,633 $32K
Tower Research Capital LLC (TRC) 0.00% Reduce -48.0% 1,286 $25K
Nomura Asset Management Co. Ltd. 0.00% Add +124.1% 1,300 $25K
Federation des caisses Desjardins du Quebec 0.00% No change 1,030 $20K
Rogco, LP 0.01% No change 850 $16K
Larson Financial Group LLC 0.00% Reduce -47.9% 842 $16K
AlphaQuest LLC 0.00% Reduce -53.9% 755 $15K
EverSource Wealth Advisors, LLC 0.00% Add +1.6% 713 $14K
Lindbrook Capital, LLC 0.00% Add +7.0% 661 $13K
SBI Securities Co., Ltd. 0.00% Add +1.3% 636 $12K
Aster Capital Management (DIFC) Ltd 0.00% New 669 $12K
Versant Capital Management, Inc 0.00% Add +198.0% 596 $12K
Nisa Investment Advisors, LLC 0.00% Add +42.0% 568 $11K
TD Waterhouse Canada Inc. 0.00% Reduce -74.2% 523 $10K
Harbour Investments, Inc. 0.00% No change 449 $9K
Hexagon Capital Partners LLC 0.00% Reduce -5.3% 408 $8K
Pacifica Partners Inc. 0.00% No change 430 $8K
Walleye Capital LLC 0.00% New 387 $8K
Cranbrook Wealth Management, LLC 0.00% No change 274 $5K
Bessemer Group Inc. 0.00% Reduce -43.7% 254 $5K
CNB Bank 0.00% New 250 $5K
UMB Bank, n.a. 0.00% Add +221.9% 235 $5K
Financial Network Wealth Advisors LLC 0.00% Add +336.4% 192 $4K
Wood Tarver Financial Group, LLC 0.00% No change 167 $3K
Private Wealth Management Group, LLC 0.00% No change 139 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 100 $2K
Sterling Capital Management LLC 0.00% Reduce -37.9% 95 $2K
Signaturefd, LLC 0.00% Reduce -47.6% 78 $2K
Coldstream Capital Management Inc. 0.00% New 72 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Add +136.7% 71 $1K
Allworth Financial LP 0.00% Reduce -93.4% 67 $1K
SouthState Bank Corp 0.00% New 54 $1K
Fifth Third Bancorp 0.00% Reduce -77.5% 53 $1K
Lanark Financial, Inc. 0.00% — 100 $1K
Principal Securities, Inc. 0.00% No change 52 $974
Huntington National Bank 0.00% No change 43 $834
SVB Wealth LLC 0.00% New 37 $718
CoreCap Advisors, LLC 0.00% Add +70.0% 34 $660
Parkside Financial Bank & Trust 0.00% New 32 $621
Bare Financial Services, Inc 0.00% New 29 $563
Brooklyn Investment Group 0.00% Add +2300.0% 24 $466
Stephens Consulting, LLC 0.00% New 20 $388
Farmers & Merchants Investments Inc. 0.00% No change 20 $388
Garde Capital, Inc. 0.00% New 20 $388
Fortitude Family Office, LLC 0.00% No change 17 $330
IFP Advisors, Inc 0.00% No change 16 $310
JFS Wealth Advisors, LLC 0.00% No change 8 $156
DiNuzzo Private Wealth, Inc. 0.00% No change 5 $97
Global Financial Private Client, LLC 0.00% No change 4 $78
Parkworth Wealth Management, Inc. 0.00% No change 1 $19
Hemington Wealth Management 0.00% No change 13 $0

"% of holder's portfolio" is CVI's weight in each manager's 13F, not the share of CVR Energy Inc. the manager owns.