CarvanaCVNA
13F holders, Q2 2026 (June 30)820holders +39
137new positions
105sold out
12famous investors
$66.05avg. 13F price*
At the end of Q2 2026, 820 institutions reported holding Carvana Co. (CVNA) in their 13F filings, up 39 from Q1 2026. 137 opened new positions and 105 sold out. The largest holders were T. Rowe Price Associates Inc. ($5.6B), Capital Research Global Investors ($4.2B) and BlackRock, Inc. ($3.2B). 12 famous investors held it, including Stephen Mandel (4.2% of Lone Pine Capital's portfolio), Andreas Halvorsen (2.3% of Viking Global Investors's portfolio) and Alex Sacerdote (2.3% of Whale Rock Capital Management's portfolio).
- Company
- Carvana Co.
- Sector
- Consumer Discretionary
- CUSIP
- 146869102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 137 | $382.8M |
| Exits | 105 | $913.3M |
All 13F filers, Q1 2026 → Q2 2026: 52,451,868 shares bought and 72,670,731 shares sold, net −20,218,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 820 holders
| T. Rowe Price Associates Inc. | 0.56% | Reduce -4.7% | 84,695,539 | $5.6B |
| Capital Research Global Investors | 0.59% | Add +16.9% | 63,423,386 | $4.2B |
| BlackRock, Inc. | 0.05% | Reduce -15.9% | 48,494,910 | $3.2B |
| Vanguard Capital Management LLC | 0.06% | Add +1.4% | 45,590,117 | $3.0B |
| FMR LLC | 0.10% | Reduce -9.8% | 33,604,708 | $2.2B |
| Vanguard Portfolio Management LLC | 0.10% | Add +1.3% | 32,154,471 | $2.1B |
| State Street Corp. | 0.06% | Add +3.4% | 29,435,364 | $1.9B |
| Capital International Investors | 0.32% | Add +39.8% | 23,257,742 | $1.5B |
| CAS Investment Partners, LLC | 78.85% | Reduce -0.7% | 22,559,570 | $1.5B |
| Greenoaks LLC | 59.61% | Add +1.6% | 21,344,170 | $1.4B |
| Geode Capital Management, LLC | 0.06% | Reduce -14.9% | 16,653,349 | $1.1B |
| Capital World Investors | 0.11% | Add +9.0% | 14,200,258 | $934.7M |
| Viking Global Investors | 2.31% | Reduce -11.3% | 12,322,311 | $811.1M |
| Spruce House Investment Management LLC | 22.61% | No change | 11,675,000 | $768.4M |
| Aspex Management (HK) Ltd | 8.08% | Add +19.8% | 10,891,999 | $716.9M |
| Lone Pine Capital | 4.23% | Add +19.9% | 10,520,666 | $692.5M |
| Lingotto Investment Management LLP | 13.15% | Reduce -27.1% | 9,283,819 | $611.1M |
| Sands Capital Management, LLC | 2.07% | Reduce -20.1% | 8,462,945 | $557.0M |
| JPMorgan Chase & Co. | 0.03% | Reduce -32.1% | 8,617,436 | $549.1M |
| Invesco Ltd. | 0.04% | Add +42.8% | 7,616,853 | $501.3M |
| KPS Global Asset Management UK Ltd | 79.62% | No change | 7,500,000 | $493.6M |
| Durable Capital Partners LP | 4.30% | Add +35.0% | 6,720,882 | $442.4M |
| Morgan Stanley | 0.02% | Reduce -5.5% | 6,370,368 | $419.3M |
| Northern Trust Corp. | 0.05% | Add +1.7% | 6,168,923 | $406.0M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +7.0% | 5,538,645 | $364.6M |
| Norges Bank | 0.03% | — | 5,243,494 | $345.1M |
| Renaissance Technologies | 0.46% | Reduce -14.7% | 5,122,450 | $337.2M |
| UBS Group AG | 0.05% | Reduce -2.4% | 4,507,857 | $296.7M |
| Sachem Head Capital Management LP | 6.11% | Add +13.3% | 4,475,000 | $294.5M |
| Whale Rock Capital Management | 2.25% | Reduce -2.8% | 4,267,080 | $280.9M |
| Divisadero Street Capital Management, LP | 6.39% | Add +267.4% | 4,163,614 | $274.0M |
| Vanguard Fiduciary Trust Co. | 0.06% | Add +0.8% | 4,082,645 | $268.7M |
| D1 Capital Partners | 0.72% | Add +13.1% | 3,779,517 | $248.8M |
| Alliancebernstein L.P. | 0.08% | Add +1.0% | 781,958 | $245.8M |
| Wells Fargo & Company | 0.04% | Reduce -6.2% | 3,608,854 | $237.5M |
| Bank of New York Mellon Corp | 0.04% | Reduce -2.1% | 3,475,532 | $228.8M |
| Goldman Sachs Group Inc. | 0.02% | Add +7.7% | 3,412,565 | $224.6M |
| Goodnow Investment Group, LLC | 23.24% | Reduce -6.0% | 3,403,185 | $224.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.04% | Reduce -10.8% | 3,325,237 | $218.9M |
| Coatue Management | 0.44% | Reduce -3.7% | 3,278,865 | $215.8M |
| Dimensional Fund Advisors LP | 0.04% | Add +1.7% | 3,075,680 | $202.4M |
| Dream Peak Capital Ltd | 19.48% | Add +31.7% | 2,998,748 | $197.4M |
| Legal & General Group Plc | 0.04% | Reduce -9.6% | 2,958,502 | $194.7M |
| Franklin Resources Inc. | 0.04% | Reduce -19.8% | 2,944,858 | $193.8M |
| Massachusetts Institute of Technology | 25.98% | No change | 2,891,500 | $190.3M |
| National Philanthropic Trust | 2.62% | Reduce -16.1% | 2,755,452 | $181.4M |
| Maverick Capital | 1.57% | Add +25.6% | 2,638,673 | $173.7M |
| Marshall Wace, LLP | 0.15% | Add +1044.9% | 2,626,104 | $172.9M |
| Nuveen, LLC | 0.04% | Add +17.4% | 2,484,804 | $163.5M |
| Amundi | 0.04% | Reduce -4.1% | 2,421,045 | $159.4M |
| North Peak Capital Management, LLC | 16.87% | Add +9.6% | 2,306,869 | $151.8M |
| Massachusetts Financial Services Co. | 0.05% | Reduce -50.5% | 2,287,092 | $150.5M |
| Citigroup Inc. | 0.07% | Add +70.3% | 2,185,480 | $143.8M |
| Millennium Management | 0.10% | Add +110.5% | 2,093,072 | $137.8M |
| Axxion S.A. | 9.16% | — | 1,925,000 | $126.7M |
| Manufacturers Life Insurance Company, The | 0.10% | Reduce -3.1% | 1,898,095 | $124.9M |
| Deutsche Bank AG | 0.04% | Reduce -14.6% | 1,852,668 | $121.9M |
| Swiss National Bank | 0.06% | Reduce -8.2% | 1,814,900 | $119.5M |
| Selkirk Management LLC | 41.15% | Reduce -1.4% | 1,801,100 | $118.5M |
| Bank of America Corp. | 0.01% | Reduce -5.6% | 1,791,844 | $117.9M |
| RV Capital AG | 30.31% | Reduce -6.5% | 1,763,296 | $116.1M |
| Par Capital Management Inc. | 2.84% | No change | 1,739,360 | $114.5M |
| First Trust Advisors LP | 0.07% | Reduce -16.4% | 1,708,542 | $112.5M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.06% | Add +7.1% | 1,661,389 | $109.4M |
| Vanguard Global Advisers, LLC | 0.05% | Reduce -0.6% | 1,543,618 | $101.6M |
| National Pension Service | 0.06% | Add +9.8% | 1,508,963 | $99.3M |
| Styrax Capital, LP | 6.51% | No change | 1,500,000 | $98.7M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +3.0% | 1,491,778 | $98.2M |
| BNP Paribas Financial Markets | 0.05% | Add +5.6% | 1,395,257 | $91.8M |
| Lord, Abbett & Co. LLC | 0.27% | Add +3.3% | 1,391,558 | $91.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.06% | Add +12.9% | 1,314,302 | $86.5M |
| HSBC Holdings PLC | 0.04% | Add +7.8% | 1,270,750 | $83.2M |
| Rhumbline Advisers | 0.06% | Reduce -8.6% | 1,220,128 | $80.3M |
| No Street GP LP | 4.75% | Reduce -13.3% | 1,201,343 | $79.1M |
| Senator Investment Group LP | 2.73% | Add +23.3% | 1,137,870 | $74.9M |
| General Equity Holdings LP | 42.64% | Reduce -12.7% | 1,085,165 | $71.4M |
| Susquehanna International Group, LLP | 0.06% | Add +274.6% | 1,037,474 | $68.3M |
| Scopus Asset Management, L.P. | 1.58% | Add +9.7% | 1,016,750 | $66.9M |
| Natixis Advisors, LLC | 0.08% | Add +25.4% | 1,014,441 | $66.8M |
| Spyglass Capital Management LLC | 3.54% | Add +18.6% | 992,632 | $65.3M |
| Primecap Management Co. | 0.04% | No change | 987,625 | $65.0M |
| California State Teachers Retirement System | 0.06% | Reduce -4.6% | 970,319 | $63.9M |
| California Public Employees Retirement System | 0.04% | Add +4.9% | 964,057 | $63.5M |
| Jones Financial Companies LLLP | 0.02% | Add +25.5% | 991,141 | $61.8M |
| Bessemer Group Inc. | 0.08% | Reduce -1.2% | 878,133 | $57.8M |
| Kinetic Partners Management, LP | 1.36% | Add +0.7% | 868,295 | $57.2M |
| Raymond James Financial Inc. | 0.02% | Reduce -53.1% | 844,917 | $55.6M |
| TD Asset Management Inc | 0.05% | Reduce -1.9% | 817,024 | $53.8M |
| Electron Capital Partners, LLC | 2.14% | New | 813,127 | $53.5M |
| Barclays PLC | 0.02% | Reduce -45.8% | 811,106 | $53.4M |
| Principal Financial Group Inc. | 0.03% | Reduce -0.4% | 803,982 | $52.9M |
| Palestra Capital Management LLC | 1.78% | Reduce -60.0% | 795,635 | $52.4M |
| Allspring Global Investments Holdings, LLC | 0.08% | Reduce -30.0% | 764,193 | $51.9M |
| 3G Capital Partners LP | 13.67% | Add +12.7% | 775,000 | $51.0M |
| Goldentree Asset Management LP | 2.97% | New | 774,333 | $50.9M |
| Steadview Capital Management LLC | 14.96% | Add +3.0% | 755,616 | $49.7M |
| 683 Capital Management, LLC | 4.74% | Reduce -3.2% | 750,000 | $49.4M |
| Worldquant Millennium Advisors LLC | 0.17% | New | 740,773 | $48.8M |
| New York State Common Retirement Fund | 0.06% | Add +101.4% | 699,670 | $46.1M |
| Nordea Investment Management AB | 0.04% | Add +1.1% | 733,124 | $46.0M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.