CarvanaCVNA
13F holders, Q4 2025 (December 31)852holders +76
156new positions
110sold out
13famous investors
$421.75avg. 13F price*
At the end of Q4 2025, 852 institutions reported holding Carvana Co. (CVNA) in their 13F filings, up 76 from Q3 2025. 156 opened new positions and 110 sold out. The largest holders were T. Rowe Price Associates Inc. ($7.5B), Vanguard Group Inc. ($7.1B) and BlackRock, Inc. ($4.9B). 13 famous investors held it, including Alex Sacerdote (5.8% of Whale Rock Capital Management's portfolio), Stephen Mandel (5.5% of Lone Pine Capital's portfolio) and Lee Ainslie (2.1% of Maverick Capital's portfolio).
- Company
- Carvana Co.
- Sector
- Consumer Discretionary
- CUSIP
- 146869102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 156 | $1.0B |
| Exits | 110 | $1.1B |
All 13F filers, Q3 2025 → Q4 2025: 24,979,646 shares bought and 15,810,975 shares sold, net +9,168,671 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 852 holders
| T. Rowe Price Associates Inc. | 0.81% | Add +8.6% | 17,726,838 | $7.5B |
| Vanguard Group Inc. | 0.10% | Add +24.7% | 16,783,101 | $7.1B |
| BlackRock, Inc. | 0.08% | Add +19.4% | 11,717,838 | $4.9B |
| JPMorgan Chase & Co. | 0.17% | Reduce -4.1% | 6,130,229 | $2.6B |
| FMR LLC | 0.13% | Add +4.3% | 5,961,989 | $2.5B |
| State Street Corp. | 0.08% | Add +93.7% | 5,714,779 | $2.4B |
| Capital Research Global Investors | 0.44% | Add +42.9% | 5,700,953 | $2.4B |
| CAS Investment Partners, LLC | 83.25% | Reduce -5.7% | 4,610,200 | $1.9B |
| Greenoaks LLC | 59.96% | Reduce -19.5% | 4,235,613 | $1.8B |
| Geode Capital Management, LLC | 0.10% | Add +55.4% | 3,880,711 | $1.6B |
| Lingotto Investment Management LLP | 21.25% | Reduce -7.7% | 2,855,140 | $1.2B |
| Sands Capital Management, LLC | 3.14% | Add +44.4% | 2,442,534 | $1.0B |
| Spruce House Investment Management LLC | 27.84% | Reduce -37.0% | 2,275,000 | $960.1M |
| Invesco Ltd. | 0.08% | Add +36.8% | 1,977,138 | $834.4M |
| Coatue Management | 2.07% | Reduce -2.3% | 1,958,229 | $826.4M |
| Lone Pine Capital | 5.52% | Add +0.8% | 1,779,328 | $750.9M |
| Morgan Stanley | 0.04% | Add +15.1% | 1,526,517 | $644.2M |
| KPS Global Asset Management UK Ltd | 77.46% | No change | 1,500,000 | $633.0M |
| Renaissance Technologies | 0.92% | Add +38.9% | 1,407,398 | $594.0M |
| Capital World Investors | 0.07% | Add +58.6% | 1,278,944 | $539.7M |
| Northern Trust Corp. | 0.06% | Add +48.1% | 1,188,994 | $501.8M |
| Whale Rock Capital Management | 5.78% | Add +88.6% | 1,070,802 | $451.9M |
| Viking Global Investors | 1.19% | Reduce -49.5% | 1,061,533 | $448.0M |
| Charles Schwab Investment Management Inc. | 0.07% | Add +56.9% | 1,002,364 | $423.0M |
| Dragoneer Investment Group, LLC | 9.01% | Add +44.3% | 979,460 | $413.4M |
| Norges Bank | 0.04% | — | 977,057 | $412.3M |
| Franklin Resources Inc. | 0.10% | Add +87.7% | 929,710 | $392.4M |
| Durable Capital Partners LP | 3.69% | Add +3.6% | 925,045 | $390.4M |
| Massachusetts Financial Services Co. | 0.11% | Add +28.3% | 817,775 | $345.1M |
| Wells Fargo & Company | 0.07% | Reduce -0.9% | 788,695 | $332.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.07% | Add +21.7% | 748,658 | $315.9M |
| Bank of America Corp. | 0.02% | Add +17.2% | 713,170 | $301.0M |
| Goodnow Investment Group, LLC | 27.96% | Add +9.0% | 710,091 | $299.7M |
| Castle Hook Partners LP | 4.22% | Reduce -48.6% | 695,090 | $293.3M |
| Bank of New York Mellon Corp | 0.05% | Add +81.7% | 693,572 | $292.7M |
| UBS Group AG | 0.06% | Add +227.3% | 660,079 | $278.6M |
| National Philanthropic Trust | 2.74% | Add +0.7% | 657,103 | $277.3M |
| Legal & General Group Plc | 0.06% | Add +11.6% | 654,019 | $276.0M |
| Sachem Head Capital Management LP | 6.18% | New | 625,000 | $263.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +52.5% | 619,932 | $261.6M |
| Lord, Abbett & Co. LLC | 0.82% | Reduce -11.3% | 603,583 | $254.7M |
| Massachusetts Institute of Technology | 32.40% | Add +0.1% | 578,300 | $244.1M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.0% | 547,689 | $231.2M |
| Raymond James Financial Inc. | 0.07% | Reduce -8.2% | 521,380 | $223.0M |
| Amundi | 0.06% | Reduce -39.9% | 497,140 | $209.8M |
| First Trust Advisors LP | 0.15% | Reduce -5.4% | 474,847 | $200.4M |
| Maverick Capital | 2.09% | Add +112.3% | 461,874 | $194.9M |
| Nuveen, LLC | 0.05% | Add +16.0% | 458,545 | $193.5M |
| Arrowstreet Capital, Limited Partnership | 0.11% | Reduce -24.1% | 435,471 | $183.8M |
| Manufacturers Life Insurance Company, The | 0.15% | Add +49.0% | 416,823 | $178.4M |
| Wellington Management Group LLP | 0.03% | Add +60.5% | 409,801 | $172.9M |
| Two Sigma Investments, LP | 0.26% | Add +20.9% | 393,532 | $166.1M |
| North Peak Capital Management, LLC | 18.02% | Reduce -18.3% | 390,023 | $164.6M |
| American Century Companies Inc. | 0.08% | Add +0.2% | 371,356 | $156.7M |
| Selkirk Management LLC | 40.76% | No change | 365,220 | $154.1M |
| Swiss National Bank | 0.09% | Add +2.6% | 359,460 | $151.7M |
| Neuberger Berman Group LLC | 0.11% | Add +17.1% | 359,005 | $151.5M |
| Par Capital Management Inc. | 3.93% | Reduce -1.6% | 350,672 | $148.0M |
| Deutsche Bank AG | 0.04% | Add +21.4% | 316,297 | $133.5M |
| BNP Paribas Financial Markets | 0.09% | Add +39.8% | 315,579 | $133.2M |
| 1832 Asset Management L.P. | 0.17% | Reduce -39.5% | 314,050 | $132.5M |
| Two Sigma Advisers, LP | 0.25% | Reduce -60.6% | 309,275 | $130.5M |
| RV Capital AG | 29.81% | Reduce -31.9% | 303,403 | $128.0M |
| Palestra Capital Management LLC | 4.39% | Reduce -20.1% | 292,552 | $123.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.07% | Add +4.9% | 291,725 | $123.1M |
| Artisan Partners Limited Partnership | 0.19% | New | 290,142 | $122.4M |
| Steadview Capital Management LLC | 22.77% | Reduce -7.4% | 286,575 | $120.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.08% | Add +155.4% | 287,964 | $115.3M |
| Rhumbline Advisers | 0.09% | Add +53.2% | 266,523 | $112.5M |
| Barclays PLC | 0.04% | Add +140.6% | 261,063 | $110.2M |
| Senator Investment Group LP | 4.40% | Reduce -10.7% | 259,932 | $109.7M |
| National Pension Service | 0.08% | Add +31.7% | 254,113 | $107.2M |
| SG Americas Securities, LLC | 0.14% | Add +220.4% | 253,487 | $107.0M |
| Summit Partners Public Asset Management, LLC | 3.00% | Add +9.6% | 253,000 | $106.8M |
| Royal Bank of Canada | 0.02% | Reduce -5.5% | 250,037 | $105.5M |
| Holocene Advisors, LP | 0.22% | Reduce -64.6% | 250,000 | $105.5M |
| No Street GP LP | 6.81% | Reduce -18.9% | 239,500 | $101.1M |
| California Public Employees Retirement System | 0.06% | Add +2.7% | 238,696 | $100.7M |
| Driehaus Capital Management LLC | 0.65% | Reduce -28.6% | 226,963 | $95.8M |
| Thrive Capital Management, LLC | 27.18% | No change | 226,761 | $95.7M |
| Styrax Capital, LP | 7.28% | Reduce -26.6% | 225,272 | $95.1M |
| HSBC Holdings PLC | 0.05% | Add +239.6% | 221,727 | $93.7M |
| Alliancebernstein L.P. | 0.03% | Add +152.7% | 218,658 | $92.3M |
| Divisadero Street Capital Management, LP | 5.24% | Add +4.7% | 218,189 | $92.1M |
| Allspring Global Investments Holdings, LLC | 0.15% | Add +18.4% | 229,533 | $91.9M |
| Avala Global LP | 4.32% | Add +11.7% | 214,136 | $90.4M |
| Voloridge Investment Management, LLC | 0.32% | Add +97.8% | 212,744 | $89.8M |
| General Equity Holdings LP | 55.93% | Reduce -18.4% | 212,096 | $89.5M |
| Citigroup Inc. | 0.06% | Add +8.1% | 210,305 | $88.8M |
| Scge Management, L.P. | 2.00% | Add +37.8% | 208,000 | $87.8M |
| California State Teachers Retirement System | 0.09% | Add +5.8% | 203,894 | $86.0M |
| KBC Group NV | 0.20% | Reduce -37.0% | 202,714 | $85.5M |
| Federated Hermes, Inc. | 0.14% | Reduce -26.3% | 196,082 | $82.8M |
| Canada Pension Plan Investment Board | 0.05% | Add +13.1% | 184,978 | $78.1M |
| Spyglass Capital Management LLC | 3.82% | New | 180,668 | $76.2M |
| Mane Global Capital Management LP | 4.13% | Reduce -36.0% | 178,693 | $75.4M |
| Primecap Management Co. | 0.06% | Reduce -5.5% | 177,025 | $74.7M |
| Bessemer Group Inc. | 0.11% | Add +69.4% | 173,048 | $73.0M |
| TD Asset Management Inc | 0.06% | Add +28.3% | 171,735 | $72.5M |
| Fred Alger Management, LLC | 0.28% | Reduce -8.3% | 169,480 | $71.5M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.