CVR EnergyCVI

13F holders, Q2 2025 (June 30)
209holders +12
47new positions
35sold out
7famous investors
$26.85avg. 13F price*

At the end of Q2 2025, 209 institutions reported holding CVR Energy Inc. (CVI) in their 13F filings, up 12 from Q1 2025. 47 opened new positions and 35 sold out. The largest holders were Icahn Capital ($1.9B), BlackRock, Inc. ($132.4M) and Vanguard Group Inc. ($99.7M). 7 famous investors held it, including Carl Icahn (24.0% of Icahn Capital's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions47$16.8M
Exits35$26.7M

All 13F filers, Q1 2025 → Q2 2025: 7,057,365 shares bought and 4,623,153 shares sold, net +2,434,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 209 holders

Icahn Capital 23.97% Add +2.8% 70,418,471 $1.9B
BlackRock, Inc. 0.00% Reduce -7.8% 4,929,879 $132.4M
Vanguard Group Inc. 0.00% Reduce -10.8% 3,712,983 $99.7M
Dimensional Fund Advisors LP 0.01% Reduce -6.9% 1,981,364 $53.2M
State Street Corp. 0.00% Add +0.7% 1,911,680 $51.3M
Citadel Advisors 0.04% Add +553.4% 1,893,326 $50.8M
Millennium Management 0.03% Add +1367.9% 1,177,092 $31.6M
Jacobs Levy Equity Management, Inc. 0.11% Add +38.2% 1,018,492 $27.3M
UBS Group AG 0.01% Add +54.7% 939,144 $25.2M
Charles Schwab Investment Management Inc. 0.00% Add +2.1% 913,309 $24.5M
American Century Companies Inc. 0.01% Add +5.5% 825,202 $22.2M
Geode Capital Management, LLC 0.00% Reduce -5.0% 755,151 $20.3M
Morgan Stanley 0.00% Add +10.5% 731,201 $19.6M
Ameriprise Financial Inc. 0.00% Reduce -1.1% 678,954 $18.2M
Amanah Holdings Trust 4.45% — 670,000 $18.0M
Invesco Ltd. 0.00% Reduce -33.1% 661,349 $17.8M
Hotchkis & Wiley Capital Management LLC 0.05% Reduce -1.7% 577,480 $15.5M
Renaissance Technologies 0.02% Reduce -26.6% 486,584 $13.1M
Two Sigma Investments, LP 0.02% Reduce -50.5% 422,734 $11.4M
Northern Trust Corp. 0.00% Reduce -6.8% 355,815 $9.6M
Bank of America Corp. 0.00% Add +50.2% 351,092 $9.4M
JPMorgan Chase & Co. 0.00% Add +34.2% 273,777 $7.4M
Goldman Sachs Group Inc. 0.00% Reduce -45.5% 270,912 $7.3M
Allianz Asset Management GmbH 0.01% Add +16.8% 270,594 $7.3M
Jane Street Group, LLC 0.01% Add +2.1% 236,237 $6.3M
Two Sigma Advisers, LP 0.01% Reduce -61.5% 220,300 $5.9M
Susquehanna Fundamental Investments, LLC 0.16% No change 220,134 $5.9M
Bank of New York Mellon Corp 0.00% Reduce -5.4% 215,424 $5.8M
Advisors Asset Management, Inc. 0.10% Reduce -21.4% 213,717 $5.7M
Citigroup Inc. 0.00% Add +193.8% 200,401 $5.4M
FMR LLC 0.00% Add +5031.6% 182,889 $4.9M
Principal Financial Group Inc. 0.00% Reduce -0.7% 169,337 $4.5M
Russell Investments Group, Ltd. 0.01% Add +249.1% 149,748 $4.0M
Capital Fund Management S.A. 0.03% Add +7.3% 117,886 $3.2M
Public Sector Pension Investment Board 0.01% Add +7.4% 116,358 $3.1M
Royal Bank of Canada 0.00% Add +661.4% 113,473 $3.0M
AQR Capital Management 0.00% Add +250.6% 110,439 $3.0M
Rhumbline Advisers 0.00% Reduce -5.3% 109,187 $2.9M
Holocene Advisors, LP 0.01% Reduce -4.3% 104,020 $2.8M
Norges Bank 0.00% Add +505.8% 103,163 $2.8M
Engineers Gate Manager LP 0.03% Reduce -22.5% 100,498 $2.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +43.8% 97,260 $2.6M
Legal & General Group Plc 0.00% Add +8.4% 94,724 $2.5M
Congress Asset Management Co. 0.02% Reduce -0.1% 84,479 $2.3M
Y-Intercept (Hong Kong) Ltd 0.05% New 81,150 $2.2M
Icon Advisers Inc. 0.49% New 79,000 $2.1M
Verition Fund Management LLC 0.01% Add +245.0% 78,926 $2.1M
Nuveen, LLC 0.00% Reduce -17.9% 74,330 $2.0M
Royce & Associates LP 0.02% Reduce -15.8% 69,219 $1.9M
Swiss National Bank 0.00% Reduce -1.5% 67,200 $1.8M
Polaris Capital Management, LLC 0.12% No change 67,000 $1.8M
Barclays PLC 0.00% Add +32.6% 62,818 $1.7M
RBF Capital, LLC 0.07% Add +10.0% 55,000 $1.5M
PDT Partners, LLC 0.08% New 54,625 $1.5M
Squarepoint Ops LLC 0.00% Reduce -19.3% 49,069 $1.3M
Alliancebernstein L.P. 0.00% No change 48,243 $1.3M
Susquehanna International Group, LLP 0.00% Reduce -14.3% 47,185 $1.3M
Rafferty Asset Management, LLC 0.00% Reduce -10.6% 43,724 $1.2M
D.A. Davidson & Co. 0.01% Reduce -4.9% 38,790 $1.0M
First Trust Advisors LP 0.00% Reduce -71.9% 36,197 $972K
Susquehanna Portfolio Strategies, LLC 0.02% New 36,116 $970K
Prudential Financial Inc. 0.00% Add +4.4% 35,685 $958K
CANADA LIFE ASSURANCE Co 0.00% Add +13.7% 34,495 $927K
Jump Financial, LLC 0.01% New 34,174 $918K
Kennondale Capital Management LLC 0.90% No change 32,887 $883K
SummerHaven Investment Management, LLC 0.57% Add +2.4% 32,465 $872K
Deutsche Bank AG 0.00% Add +22.8% 32,417 $870K
California State Teachers Retirement System 0.00% Reduce -1.7% 32,264 $866K
Guggenheim Capital LLC 0.01% Reduce -22.5% 32,221 $865K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 31,943 $858K
D. E. Shaw & Co. 0.00% Reduce -57.7% 30,809 $827K
T. Rowe Price Associates Inc. 0.00% Add +0.5% 30,491 $819K
Manufacturers Life Insurance Company, The 0.00% Reduce -9.7% 28,650 $769K
Ion Asset Management Ltd. 0.04% New 27,700 $744K
Cypress Capital Management LLC (WY) 0.80% Reduce -5.2% 27,488 $738K
Sei Investments Co. 0.00% Add +9.1% 27,161 $729K
Wells Fargo & Company 0.00% Reduce -83.8% 27,096 $728K
LPL Financial LLC 0.00% Reduce -18.6% 26,626 $715K
Inceptionr LLC 0.16% New 26,226 $704K
Thrivent Financial for Lutherans 0.00% Add +0.1% 25,133 $675K
Camelot Portfolios, LLC 0.40% Reduce -40.1% 25,051 $673K
Neo Ivy Capital Management 0.21% New 24,619 $661K
Brevan Howard Capital Management LP 0.01% Add +29.9% 22,903 $615K
KLP Kapitalforvaltning As 0.00% Add +14.5% 22,900 $615K
Ieq Capital, LLC 0.00% New 22,385 $601K
Hennion & Walsh Asset Management, Inc. 0.02% Add +0.2% 21,594 $580K
Cetera Investment Advisers 0.00% Reduce -18.6% 21,483 $577K
Victory Capital Management Inc. 0.00% Reduce -71.6% 20,733 $557K
Tidal Investments LLC 0.00% Reduce -4.5% 20,705 $556K
State of Alaska, Department of Revenue 0.01% Add +7.5% 20,351 $545K
MetLife Investment Management, LLC 0.00% No change 20,078 $539K
STRS Ohio 0.00% Reduce -27.4% 19,900 $534K
Intech Investment Management LLC 0.01% Add +10.7% 19,735 $530K
Gotham Asset Management 0.00% Reduce -59.8% 18,732 $503K
Amundi 0.00% New 16,914 $500K
Sciencast Management LP 0.10% New 17,907 $481K
Jones Financial Companies LLLP 0.00% Add +13.9% 17,228 $468K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -16.5% 16,955 $455K
Illinois Municipal Retirement Fund 0.01% Reduce -4.9% 16,718 $449K
Mariner, LLC 0.00% Reduce -18.9% 16,660 $447K
Louisiana State Employees Retirement System 0.01% Reduce -0.6% 16,000 $430K
New York State Common Retirement Fund 0.00% No change 14,950 $401K
Commonwealth Equity Services, LLC 0.00% Reduce -1.1% 14,429 $387K
Highland Capital Management, LLC 0.02% New 14,312 $384K
Osaic Holdings, Inc. 0.00% Reduce -3.0% 13,599 $365K
US Bancorp \de 0.00% Reduce -9.3% 13,385 $359K
NewEdge Advisors, LLC 0.00% Reduce -16.0% 13,262 $356K
Edgestream Partners, L.P. 0.01% New 13,191 $354K
Janus Henderson Group PLC 0.00% No change 13,150 $353K
Yousif Capital Management, LLC 0.00% Add +0.3% 12,781 $343K
Simplex Trading, LLC 0.01% New 12,714 $341K
New York State Teachers Retirement System 0.00% Reduce -3.2% 12,212 $328K
IMC-Chicago, LLC 0.01% New 12,012 $323K
Jefferies Financial Group Inc. 0.01% New 12,011 $322K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 11,880 $319K
Comerica Bank 0.00% Add +0.0% 11,624 $312K
Bank of Montreal 0.00% Add +9.2% 11,147 $299K
Voleon Capital Management LP 0.02% New 10,625 $285K
IHT Wealth Management, LLC 0.01% Reduce -0.1% 10,482 $281K
Wealth Enhancement Advisory Services, LLC 0.00% New 9,243 $276K
Arizona State Retirement System 0.00% Add +1.7% 10,268 $276K
Contravisory Investment Management, Inc. 0.05% New 10,132 $272K
GF Fund Management Co. LTD. 0.01% Reduce -1.6% 9,990 $268K
Maryland State Retirement & Pension System 0.01% New 9,974 $268K
Teachers Retirement System of the State of Kentucky 0.00% No change 9,935 $267K
Empowered Funds, LLC 0.00% New 9,819 $264K
Amalgamated Bank 0.00% No change 9,747 $262K
Voya Investment Management LLC 0.00% New 9,184 $247K
Aristeia Capital, L.L.C. 0.01% Reduce -28.7% 9,054 $243K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% New 8,776 $236K
Baird Financial Group, Inc. 0.00% New 8,659 $232K
State of Tennessee, Department of Treasury 0.00% No change 8,565 $230K
Freestone Grove Partners LP 0.00% Reduce -35.5% 8,509 $228K
Cwm, LLC 0.00% Add +208.2% 8,248 $221K
Quantinno Capital Management LP 0.00% New 8,049 $216K
Nebula Research & Development LLC 0.02% Reduce -74.9% 7,897 $212K
State of Wyoming 0.03% Reduce -34.7% 7,833 $210K
Oregon Public Employees Retirement Fund 0.00% No change 7,822 $210K
Pictet Asset Management Holding SA 0.00% New 7,738 $208K
Police & Firemen's Retirement System of New Jersey 0.00% Add +0.9% 6,929 $186K
Tower Research Capital LLC (TRC) 0.01% Add +432.4% 6,846 $184K
Virtus Investment Advisers, LLC 0.06% Reduce -25.1% 6,236 $167K
Walleye Trading LLC 0.00% New 5,618 $151K
AlphaQuest LLC 0.01% Add +600.3% 5,287 $142K
Public Employees Retirement Association of Colorado 0.00% No change 5,056 $136K
Quantbot Technologies LP 0.00% New 4,250 $114K
BNP Paribas Financial Markets 0.00% Add +48.0% 3,633 $98K
Ameritas Investment Partners, Inc. 0.00% No change 3,347 $90K
Rothschild Investment LLC 0.01% Reduce -39.0% 3,130 $84K
GAMMA Investing LLC 0.00% Add +13.4% 2,449 $66K
Future Financial Wealth Managment LLC 0.04% No change 2,000 $54K
Raymond James Financial Inc. 0.00% New 1,960 $53K
Public Employees Retirement System of Ohio 0.00% Add +6.7% 1,920 $52K
Harbor Capital Advisors, Inc. 0.00% Add +10.2% 1,799 $48K
Nomura Asset Management Co. Ltd. 0.00% No change 1,300 $35K
Brooklyn Investment Group 0.00% Add +4045.8% 995 $27K
Matrix Trust Co 0.00% New 970 $26K
Larson Financial Group LLC 0.00% Add +8.4% 913 $25K
Rogco, LP 0.01% No change 850 $23K
PNC Financial Services Group, Inc. 0.00% Reduce -67.4% 803 $22K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.7% 651 $17K
Walleye Capital LLC 0.00% Add +62.0% 627 $17K
SBI Securities Co., Ltd. 0.00% Reduce -3.1% 616 $17K
Nisa Investment Advisors, LLC 0.00% Reduce -5.3% 538 $14K
Versant Capital Management, Inc 0.00% Reduce -10.2% 535 $14K
Farther Finance Advisors, LLC 0.00% Reduce -74.9% 493 $13K
Harbour Investments, Inc. 0.00% No change 449 $12K
Pacifica Partners Inc. 0.00% No change 430 $12K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 422 $11K
Clearstead Advisors, LLC 0.00% New 404 $11K
TD Waterhouse Canada Inc. 0.00% Reduce -27.3% 380 $11K
Bessemer Group Inc. 0.00% Add +37.0% 348 $9K
Essential Partners LLC 0.00% — 306 $8K
True Wealth Design, LLC 0.00% New 293 $8K
CNB Bank 0.00% No change 250 $7K
Sound Income Strategies, LLC 0.00% New 221 $6K
Financial Network Wealth Advisors LLC 0.01% No change 192 $5K
UMB Bank, n.a. 0.00% Reduce -20.0% 188 $5K
Twin Peaks Wealth Advisors, LLC 0.00% New 191 $5K
Wood Tarver Financial Group, LLC 0.00% No change 167 $4K
Private Wealth Management Group, LLC 0.00% No change 139 $4K
Parallel Advisors, LLC 0.00% New 139 $4K
Total Investment Management Inc. 0.00% New 133 $4K
Capital Advisors, Ltd. LLC 0.00% New 65 $2K
Allworth Financial LP 0.00% Add +10.4% 74 $2K
Sterling Capital Management LLC 0.00% Reduce -25.3% 71 $2K
Fifth Third Bancorp 0.00% Add +22.6% 65 $2K
Pineridge Advisors LLC 0.00% New 55 $1K
SouthState Bank Corp 0.00% No change 54 $1K
Arax Advisory Partners 0.00% New 47 $1K
Steward Partners Investment Advisory, LLC 0.00% New 46 $1K
Huntington National Bank 0.00% No change 43 $1K
Hantz Financial Services, Inc. 0.00% New 23 $1K
Federation des caisses Desjardins du Quebec 0.00% Reduce -97.1% 30 $806
Bare Financial Services, Inc 0.00% No change 29 $779
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 28 $752
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -60.6% 28 $752
Parkside Financial Bank & Trust 0.00% Reduce -21.9% 25 $672
C M Bidwell & Associates Ltd. 0.00% New 20 $537
Farmers & Merchants Investments Inc. 0.00% No change 20 $537
Garde Capital, Inc. 0.00% No change 20 $537
CoreCap Advisors, LLC 0.00% Reduce -41.2% 20 $537
Smartleaf Asset Management LLC 0.00% New 15 $407
Assetmark, Inc. 0.00% New 6 $161
JFS Wealth Advisors, LLC 0.00% Reduce -37.5% 5 $135
DiNuzzo Private Wealth, Inc. 0.00% Reduce -60.0% 2 $54
Parkworth Wealth Management, Inc. 0.00% No change 1 $27
Hemington Wealth Management 0.00% Reduce -15.4% 11 $0
Covestor Ltd 0.00% Reduce -99.8% 6 $0

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