CarvanaCVNA
13F holders, Q3 2025 (September 30)776holders +35
122new positions
83sold out
14famous investors
$377.19avg. 13F price*
At the end of Q3 2025, 776 institutions reported holding Carvana Co. (CVNA) in their 13F filings, up 35 from Q2 2025. 122 opened new positions and 83 sold out. The largest holders were T. Rowe Price Associates Inc. ($6.2B), Vanguard Group Inc. ($5.1B) and BlackRock, Inc. ($3.7B). 14 famous investors held it, including Stephen Mandel (4.8% of Lone Pine Capital's portfolio), Alex Sacerdote (2.5% of Whale Rock Capital Management's portfolio) and Andreas Halvorsen (2.1% of Viking Global Investors's portfolio).
- Company
- Carvana Co.
- Sector
- Consumer Discretionary
- CUSIP
- 146869102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 122 | $1.4B |
| Exits | 83 | $140.8M |
All 13F filers, Q2 2025 → Q3 2025: 16,982,226 shares bought and 10,499,541 shares sold, net +6,482,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 776 holders
| T. Rowe Price Associates Inc. | 0.66% | Add +0.8% | 16,319,076 | $6.2B |
| Vanguard Group Inc. | 0.08% | Add +5.4% | 13,454,986 | $5.1B |
| BlackRock, Inc. | 0.07% | Add +3.5% | 9,817,286 | $3.7B |
| JPMorgan Chase & Co. | 0.15% | Add +95.9% | 6,391,635 | $2.4B |
| FMR LLC | 0.11% | Reduce -6.1% | 5,714,340 | $2.2B |
| Greenoaks LLC | 64.77% | Reduce -7.0% | 5,263,919 | $2.0B |
| CAS Investment Partners, LLC | 82.26% | Reduce -0.7% | 4,889,674 | $1.8B |
| Capital Research Global Investors | 0.28% | Add +0.5% | 3,989,809 | $1.5B |
| Spruce House Investment Management LLC | 35.18% | No change | 3,609,288 | $1.4B |
| Lingotto Investment Management LLP | 21.84% | Reduce -17.8% | 3,093,536 | $1.2B |
| State Street Corp. | 0.04% | Add +6.7% | 2,950,020 | $1.1B |
| Geode Capital Management, LLC | 0.06% | Add +11.9% | 2,497,859 | $940.3M |
| Viking Global Investors | 2.06% | Add +94.9% | 2,101,241 | $792.7M |
| Coatue Management | 1.85% | Add +11.3% | 2,003,208 | $755.7M |
| Lone Pine Capital | 4.85% | No change | 1,765,291 | $665.9M |
| Sands Capital Management, LLC | 1.76% | Add +87.7% | 1,691,515 | $638.1M |
| KPS Global Asset Management UK Ltd | 71.71% | No change | 1,500,000 | $565.9M |
| Invesco Ltd. | 0.09% | Add +96.8% | 1,445,018 | $545.1M |
| Castle Hook Partners LP | 7.72% | Add +12.8% | 1,352,266 | $510.1M |
| Morgan Stanley | 0.03% | Add +2.6% | 1,326,454 | $500.4M |
| D. E. Shaw & Co. | 0.40% | Reduce -51.9% | 1,230,513 | $464.2M |
| Renaissance Technologies | 0.50% | No change | 1,013,112 | $382.2M |
| Durable Capital Partners LP | 2.49% | No change | 892,477 | $336.7M |
| Amundi | 0.10% | Add +181.5% | 827,606 | $305.9M |
| Capital World Investors | 0.04% | Add +28.8% | 806,243 | $304.1M |
| Northern Trust Corp. | 0.04% | Add +7.3% | 802,957 | $302.9M |
| Wells Fargo & Company | 0.06% | Add +12.5% | 795,879 | $300.2M |
| Two Sigma Advisers, LP | 0.59% | Reduce -53.3% | 785,835 | $296.4M |
| Holocene Advisors, LP | 0.61% | Add +182.6% | 706,457 | $266.5M |
| Lord, Abbett & Co. LLC | 0.80% | Add +2.4% | 680,666 | $256.8M |
| Dragoneer Investment Group, LLC | 5.66% | New | 678,921 | $256.1M |
| National Philanthropic Trust | 2.75% | Add +0.0% | 652,811 | $246.3M |
| Goodnow Investment Group, LLC | 23.51% | Reduce -13.3% | 651,263 | $245.7M |
| Charles Schwab Investment Management Inc. | 0.04% | Add +16.6% | 638,725 | $241.0M |
| Massachusetts Financial Services Co. | 0.07% | Add +11.2% | 637,462 | $240.5M |
| Alyeska Investment Group, L.P. | 0.73% | New | 634,146 | $239.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -10.3% | 615,175 | $232.1M |
| Bank of America Corp. | 0.02% | Reduce -56.6% | 608,295 | $229.5M |
| Legal & General Group Plc | 0.05% | Add +4.7% | 585,845 | $221.0M |
| Massachusetts Institute of Technology | 23.69% | Reduce -8.7% | 577,924 | $218.0M |
| Arrowstreet Capital, Limited Partnership | 0.14% | Add +5.6% | 573,591 | $216.4M |
| Raymond James Financial Inc. | 0.07% | Reduce -1.6% | 568,070 | $214.3M |
| Whale Rock Capital Management | 2.52% | Reduce -2.6% | 567,711 | $214.2M |
| Point72 Asset Management | 0.48% | Add +92.3% | 551,673 | $208.1M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -5.6% | 547,823 | $206.7M |
| Qube Research & Technologies Ltd | 0.29% | Add +38.1% | 542,546 | $204.7M |
| 1832 Asset Management L.P. | 0.33% | Add +102.1% | 519,450 | $196.0M |
| First Trust Advisors LP | 0.14% | Add +4.7% | 501,834 | $189.3M |
| Franklin Resources Inc. | 0.05% | Add +100.3% | 495,382 | $186.9M |
| Winslow Capital Management, LLC | 0.60% | New | 484,757 | $182.9M |
| North Peak Capital Management, LLC | 20.45% | Add +30.9% | 477,343 | $180.1M |
| RV Capital AG | 30.75% | Reduce -12.8% | 445,255 | $168.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +40.0% | 406,390 | $153.3M |
| Nuveen, LLC | 0.04% | Add +2.4% | 395,146 | $149.1M |
| Bank of New York Mellon Corp | 0.03% | Add +0.3% | 381,739 | $144.0M |
| American Century Companies Inc. | 0.07% | Add +10.2% | 370,507 | $139.8M |
| Polar Capital Holdings Plc | 0.67% | New | 368,024 | $138.8M |
| Palestra Capital Management LLC | 4.53% | Add +32.6% | 365,942 | $138.0M |
| Selkirk Management LLC | 37.77% | No change | 365,220 | $137.8M |
| Squarepoint Ops LLC | 0.29% | Reduce -48.8% | 359,133 | $135.5M |
| Par Capital Management Inc. | 3.97% | Reduce -23.7% | 356,572 | $134.5M |
| Swiss National Bank | 0.08% | Reduce -4.3% | 350,300 | $132.1M |
| Two Sigma Investments, LP | 0.20% | Reduce -60.5% | 325,380 | $122.7M |
| KBC Group NV | 0.29% | Reduce -0.6% | 321,874 | $121.4M |
| Driehaus Capital Management LLC | 0.86% | Reduce -14.7% | 317,908 | $119.9M |
| Steadview Capital Management LLC | 16.74% | Reduce -30.2% | 309,560 | $116.8M |
| Styrax Capital, LP | 8.52% | Add +26.7% | 307,001 | $115.8M |
| Neuberger Berman Group LLC | 0.08% | Add +16.1% | 306,502 | $115.6M |
| No Street GP LP | 7.41% | Reduce -15.6% | 295,500 | $111.5M |
| Senator Investment Group LP | 4.05% | Add +80.8% | 290,930 | $109.8M |
| Millennium Management | 0.09% | Add +10.4% | 284,188 | $107.2M |
| Scopus Asset Management, L.P. | 2.53% | Reduce -7.0% | 281,900 | $106.3M |
| Manufacturers Life Insurance Company, The | 0.09% | Add +5.4% | 279,786 | $105.5M |
| Mane Global Capital Management LP | 4.94% | Add +25.9% | 279,229 | $105.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Add +0.9% | 278,033 | $104.9M |
| Federated Hermes, Inc. | 0.18% | Add +124.9% | 265,921 | $100.3M |
| Royal Bank of Canada | 0.02% | Add +4.7% | 264,695 | $99.9M |
| Deutsche Bank AG | 0.03% | Add +5.0% | 260,518 | $98.3M |
| General Equity Holdings LP | 59.67% | Add +10.1% | 260,002 | $98.1M |
| Wellington Management Group LLP | 0.02% | Add +1.0% | 255,364 | $96.3M |
| Sei Investments Co. | 0.10% | Add +190.5% | 242,993 | $91.7M |
| Jane Street Group, LLC | 0.11% | Add +11227.4% | 238,669 | $90.0M |
| California Public Employees Retirement System | 0.05% | Add +3.6% | 232,395 | $87.7M |
| Summit Partners Public Asset Management, LLC | 2.84% | Add +284.7% | 230,806 | $87.1M |
| Thrive Capital Management, LLC | 17.81% | No change | 226,761 | $85.5M |
| BNP Paribas Financial Markets | 0.07% | Reduce -19.6% | 225,686 | $85.1M |
| Kinetic Partners Management, LP | 4.11% | Add +15.6% | 225,159 | $84.9M |
| Maverick Capital | 1.10% | New | 217,552 | $82.1M |
| Divisadero Street Capital Management, LP | 3.65% | Add +7.8% | 208,320 | $78.6M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Reduce -63.7% | 204,316 | $77.1M |
| Allspring Global Investments Holdings, LLC | 0.12% | Add +14.2% | 193,879 | $76.7M |
| UBS Group AG | 0.01% | Reduce -80.8% | 201,641 | $76.1M |
| Marshall Wace, LLP | 0.08% | Add +382.7% | 198,060 | $74.7M |
| Maplelane Capital, LLC | 3.53% | New | 195,000 | $73.6M |
| Citigroup Inc. | 0.05% | Add +216.8% | 194,632 | $73.4M |
| National Pension Service | 0.06% | Add +2.3% | 192,917 | $72.8M |
| California State Teachers Retirement System | 0.07% | Add +2.0% | 192,710 | $72.7M |
| Avala Global LP | 2.99% | Add +2.6% | 191,736 | $72.3M |
| Primecap Management Co. | 0.05% | Reduce -2.0% | 187,325 | $70.7M |
| Fred Alger Management, LLC | 0.27% | Add +40.1% | 184,781 | $69.7M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.