CarvanaCVNA
13F holders, Q2 2025 (June 30)741holders +127
187new positions
67sold out
12famous investors
$336.95avg. 13F price*
At the end of Q2 2025, 741 institutions reported holding Carvana Co. (CVNA) in their 13F filings, up 127 from Q1 2025. 187 opened new positions and 67 sold out. The largest holders were T. Rowe Price Associates Inc. ($5.5B), Vanguard Group Inc. ($4.3B) and BlackRock, Inc. ($3.2B). 12 famous investors held it, including Stephen Mandel (4.3% of Lone Pine Capital's portfolio), Alex Sacerdote (2.7% of Whale Rock Capital Management's portfolio) and Philippe Laffont (1.7% of Coatue 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 187 | $1.3B |
| Exits | 67 | $281.9M |
All 13F filers, Q1 2025 → Q2 2025: 26,938,344 shares bought and 18,163,560 shares sold, net +8,774,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 741 holders
| T. Rowe Price Associates Inc. | 0.62% | Add +8.3% | 16,191,947 | $5.5B |
| Vanguard Group Inc. | 0.07% | Add +1.8% | 12,764,230 | $4.3B |
| BlackRock, Inc. | 0.06% | Add +28.9% | 9,481,436 | $3.2B |
| FMR LLC | 0.12% | Reduce -35.3% | 6,085,125 | $2.1B |
| Greenoaks LLC | 71.57% | Reduce -3.5% | 5,657,525 | $1.9B |
| CAS Investment Partners, LLC | 80.82% | Reduce -13.4% | 4,922,268 | $1.7B |
| Capital Research Global Investors | 0.27% | Add +176.0% | 3,971,178 | $1.3B |
| Lingotto Investment Management LLP | 27.28% | Reduce -6.9% | 3,765,251 | $1.3B |
| Spruce House Investment Management LLC | 44.87% | No change | 3,609,288 | $1.2B |
| JPMorgan Chase & Co. | 0.08% | Add +1893.9% | 3,262,415 | $1.1B |
| State Street Corp. | 0.04% | Add +15.1% | 2,765,046 | $931.7M |
| D. E. Shaw & Co. | 0.92% | Add +132.6% | 2,558,519 | $862.1M |
| Geode Capital Management, LLC | 0.05% | Add +11.0% | 2,232,179 | $750.3M |
| Camelot Capital Partners, LLC | 100.00% | Reduce -0.8% | 2,034,519 | $685.6M |
| Coatue Management | 1.69% | Add +236.3% | 1,800,055 | $606.5M |
| Lone Pine Capital | 4.31% | Reduce -23.7% | 1,765,291 | $594.8M |
| Two Sigma Advisers, LP | 1.16% | Add +55.1% | 1,681,235 | $566.5M |
| KPS Global Asset Management UK Ltd | 67.13% | No change | 1,500,000 | $505.4M |
| Bank of America Corp. | 0.04% | Add +455.4% | 1,402,751 | $472.7M |
| Morgan Stanley | 0.03% | Reduce -10.2% | 1,292,540 | $435.5M |
| Castle Hook Partners LP | 5.94% | Add +20.1% | 1,198,254 | $403.8M |
| Viking Global Investors | 1.05% | Reduce -57.8% | 1,077,976 | $363.2M |
| UBS Group AG | 0.07% | Reduce -4.4% | 1,048,976 | $353.5M |
| Renaissance Technologies | 0.45% | Add +324.4% | 1,013,112 | $341.4M |
| Sands Capital Management, LLC | 0.87% | Add +1374.3% | 901,227 | $303.7M |
| Durable Capital Partners LP | 2.28% | Reduce -53.8% | 892,477 | $300.7M |
| Two Sigma Investments, LP | 0.52% | Add +40.2% | 824,164 | $277.7M |
| Norges Bank | 0.03% | Add +45.3% | 770,026 | $259.5M |
| Goodnow Investment Group, LLC | 23.58% | Reduce -12.7% | 751,033 | $253.1M |
| Northern Trust Corp. | 0.03% | Add +9.2% | 748,609 | $252.3M |
| Invesco Ltd. | 0.04% | Add +231.8% | 734,436 | $247.5M |
| Wells Fargo & Company | 0.05% | Add +97.3% | 707,606 | $238.4M |
| Squarepoint Ops LLC | 0.52% | Reduce -44.1% | 701,049 | $236.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Add +29.4% | 685,473 | $231.0M |
| Lord, Abbett & Co. LLC | 0.76% | Add +3.8% | 664,884 | $224.0M |
| National Philanthropic Trust | 2.95% | Reduce -0.9% | 652,740 | $219.9M |
| Voloridge Investment Management, LLC | 0.80% | New | 645,148 | $217.4M |
| Massachusetts Institute of Technology | 21.42% | New | 632,924 | $213.3M |
| Capital World Investors | 0.03% | Add +201.6% | 626,058 | $211.0M |
| Whale Rock Capital Management | 2.72% | Reduce -49.4% | 582,811 | $196.4M |
| Dimensional Fund Advisors LP | 0.05% | Add +8.0% | 580,072 | $195.4M |
| Raymond James Financial Inc. | 0.07% | Add +103.8% | 577,231 | $194.5M |
| Massachusetts Financial Services Co. | 0.06% | New | 573,038 | $193.1M |
| T. Rowe Price Investment Management, Inc. | 0.12% | Reduce -18.7% | 563,135 | $189.8M |
| Legal & General Group Plc | 0.05% | Add +18.4% | 559,726 | $188.6M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +11.6% | 547,610 | $184.5M |
| Arrowstreet Capital, Limited Partnership | 0.13% | New | 543,394 | $183.1M |
| RV Capital AG | 31.83% | Reduce -6.8% | 510,352 | $172.0M |
| First Trust Advisors LP | 0.13% | Reduce -4.6% | 479,536 | $161.6M |
| Par Capital Management Inc. | 5.15% | Add +23.9% | 467,172 | $157.4M |
| Steadview Capital Management LLC | 21.58% | Reduce -13.9% | 443,535 | $149.5M |
| Qube Research & Technologies Ltd | 0.18% | Add +1167.2% | 392,811 | $132.4M |
| Nuveen, LLC | 0.04% | Add +114.3% | 385,794 | $130.0M |
| Bank of New York Mellon Corp | 0.02% | Reduce -13.3% | 380,503 | $128.2M |
| Driehaus Capital Management LLC | 1.01% | Add +6.2% | 372,785 | $125.6M |
| Swiss National Bank | 0.07% | Add +12.2% | 366,000 | $123.3M |
| Selkirk Management LLC | 36.39% | No change | 365,220 | $123.1M |
| North Peak Capital Management, LLC | 9.64% | Reduce -10.4% | 364,535 | $122.8M |
| Man Group plc | 0.27% | Add +589.3% | 360,253 | $121.4M |
| No Street GP LP | 8.81% | Reduce -16.7% | 350,000 | $117.9M |
| American Century Companies Inc. | 0.06% | Add +1746.0% | 336,285 | $113.3M |
| KBC Group NV | 0.29% | Add +1988.7% | 323,662 | $109.1M |
| Scopus Asset Management, L.P. | 2.73% | Add +1.2% | 303,000 | $102.1M |
| Amundi | 0.04% | Reduce -16.8% | 294,002 | $101.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +8.4% | 290,285 | $97.8M |
| Point72 Asset Management | 0.24% | Reduce -67.5% | 286,822 | $96.6M |
| BNP Paribas Financial Markets | 0.07% | Add +9.9% | 280,781 | $94.6M |
| Palestra Capital Management LLC | 2.75% | Reduce -60.1% | 275,890 | $93.0M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +9.8% | 275,674 | $92.9M |
| Contour Asset Management LLC | 2.95% | Reduce -58.4% | 267,586 | $90.2M |
| Manufacturers Life Insurance Company, The | 0.08% | Add +0.9% | 265,493 | $89.5M |
| Neuberger Berman Group LLC | 0.07% | Add +53.3% | 263,924 | $88.9M |
| Millennium Management | 0.08% | Reduce -14.7% | 257,302 | $86.7M |
| 1832 Asset Management L.P. | 0.15% | New | 257,005 | $86.6M |
| Royal Bank of Canada | 0.02% | Add +746.6% | 252,852 | $85.2M |
| Wellington Management Group LLP | 0.02% | Add +22.3% | 252,794 | $85.2M |
| Holocene Advisors, LP | 0.21% | Reduce -60.0% | 250,000 | $84.2M |
| Deutsche Bank AG | 0.03% | Reduce -6.8% | 248,242 | $83.6M |
| Franklin Resources Inc. | 0.02% | Add +807.3% | 247,318 | $83.3M |
| Styrax Capital, LP | 5.81% | New | 242,370 | $81.7M |
| Steadfast Capital Management LP | 1.51% | Reduce -14.4% | 240,837 | $81.2M |
| General Equity Holdings LP | 60.21% | Reduce -41.2% | 236,080 | $79.5M |
| Capital Fund Management S.A. | 0.84% | Add +377.4% | 227,102 | $76.5M |
| Thrive Capital Management, LLC | 32.37% | Reduce -90.0% | 226,761 | $76.4M |
| California Public Employees Retirement System | 0.05% | Add +22.8% | 224,338 | $75.6M |
| Mane Global Capital Management LP | 3.40% | Reduce -23.9% | 221,824 | $74.7M |
| Kinetic Partners Management, LP | 3.59% | Add +21.2% | 194,859 | $65.7M |
| Divisadero Street Capital Management, LP | 4.36% | Add +17.3% | 193,319 | $65.1M |
| Primecap Management Co. | 0.05% | Reduce -4.0% | 191,125 | $64.4M |
| BIT Capital GmbH | 4.19% | Reduce -10.8% | 190,924 | $64.3M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.22% | Add +3691.8% | 189,551 | $63.9M |
| California State Teachers Retirement System | 0.07% | Add +3.4% | 188,968 | $63.7M |
| National Pension Service | 0.05% | Add +0.9% | 188,668 | $63.6M |
| Avala Global LP | 3.28% | Reduce -40.4% | 186,836 | $63.0M |
| Rhumbline Advisers | 0.05% | Reduce -17.0% | 173,436 | $58.4M |
| Allspring Global Investments Holdings, LLC | 0.10% | Reduce -32.0% | 169,750 | $57.4M |
| Moore Capital Management, LP | 1.21% | Add +17277.6% | 167,520 | $56.4M |
| Canada Pension Plan Investment Board | 0.05% | Reduce -12.9% | 167,031 | $56.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.11% | Reduce -43.8% | 164,700 | $55.5M |
| Senator Investment Group LP | 2.09% | Reduce -60.8% | 160,930 | $54.2M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.