CarvanaCVNA
13F holders, Q1 2026 (March 31)781holders −71
100new positions
173sold out
13famous investors
$313.92avg. 13F price*
At the end of Q1 2026, 781 institutions reported holding Carvana Co. (CVNA) in their 13F filings, down 71 from Q4 2025. 100 opened new positions and 173 sold out. The largest holders were T. Rowe Price Associates Inc. ($5.6B), BlackRock, Inc. ($3.6B) and Capital Research Global Investors ($3.4B). 13 famous investors held it, including Stephen Mandel (4.4% of Lone Pine Capital's portfolio), Alex Sacerdote (3.6% of Whale Rock Capital Management's portfolio) and Andreas Halvorsen (2.4% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $2.2B |
| Exits | 173 | $1.2B |
All 13F filers, Q4 2025 → Q1 2026: 20,697,893 shares bought and 15,282,226 shares sold, net +5,415,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 781 holders
| T. Rowe Price Associates Inc. | 0.65% | Add +0.3% | 17,781,707 | $5.6B |
| BlackRock, Inc. | 0.06% | Reduce -1.6% | 11,532,157 | $3.6B |
| Capital Research Global Investors | 0.53% | Add +90.3% | 10,850,505 | $3.4B |
| Vanguard Capital Management LLC | 0.07% | — | 8,994,028 | $2.8B |
| FMR LLC | 0.12% | Add +24.9% | 7,446,815 | $2.3B |
| Vanguard Portfolio Management LLC | 0.10% | — | 6,347,367 | $2.0B |
| State Street Corp. | 0.06% | Reduce -0.4% | 5,692,942 | $1.8B |
| CAS Investment Partners, LLC | 81.67% | Reduce -1.5% | 4,541,291 | $1.4B |
| Greenoaks LLC | 57.53% | Reduce -0.8% | 4,202,834 | $1.3B |
| Geode Capital Management, LLC | 0.08% | Add +0.8% | 3,912,767 | $1.2B |
| Capital International Investors | 0.25% | New | 3,327,983 | $1.0B |
| Viking Global Investors | 2.44% | Add +161.9% | 2,780,035 | $874.0M |
| Capital World Investors | 0.11% | Add +103.7% | 2,605,385 | $819.1M |
| Lingotto Investment Management LLP | 15.88% | Reduce -10.8% | 2,548,077 | $801.1M |
| JPMorgan Chase & Co. | 0.05% | Reduce -58.6% | 2,536,802 | $737.7M |
| Spruce House Investment Management LLC | 26.21% | Add +2.6% | 2,335,000 | $734.1M |
| Sands Capital Management, LLC | 2.61% | Reduce -13.3% | 2,117,248 | $665.6M |
| Aspex Management (HK) Ltd | 8.29% | New | 1,819,090 | $571.9M |
| Lone Pine Capital | 4.40% | Reduce -1.4% | 1,754,709 | $551.6M |
| KPS Global Asset Management UK Ltd | 76.21% | No change | 1,500,000 | $471.6M |
| Morgan Stanley | 0.03% | Reduce -11.7% | 1,348,296 | $423.9M |
| Dragoneer Investment Group, LLC | 13.12% | Add +27.9% | 1,252,960 | $393.9M |
| Northern Trust Corp. | 0.05% | Add +2.0% | 1,213,055 | $381.4M |
| Renaissance Technologies | 0.59% | Reduce -14.7% | 1,201,218 | $377.6M |
| Invesco Ltd. | 0.03% | Reduce -46.0% | 1,066,613 | $335.3M |
| Charles Schwab Investment Management Inc. | 0.05% | Add +3.2% | 1,034,740 | $325.3M |
| Durable Capital Partners LP | 3.22% | Add +7.6% | 995,741 | $313.0M |
| Massachusetts Financial Services Co. | 0.10% | Add +13.1% | 924,835 | $290.7M |
| UBS Group AG | 0.05% | Add +39.9% | 923,520 | $290.3M |
| Whale Rock Capital Management | 3.56% | Reduce -18.1% | 877,554 | $275.9M |
| Vanguard Fiduciary Trust Co. | 0.06% | — | 809,771 | $254.6M |
| Sachem Head Capital Management LP | 5.98% | Add +26.4% | 790,000 | $248.4M |
| Wells Fargo & Company | 0.05% | Reduce -2.5% | 769,190 | $241.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | Reduce -0.4% | 745,942 | $234.5M |
| Franklin Resources Inc. | 0.06% | Reduce -21.1% | 734,026 | $230.8M |
| Goodnow Investment Group, LLC | 24.95% | Add +2.0% | 724,441 | $227.7M |
| Bank of New York Mellon Corp | 0.04% | Add +2.4% | 710,264 | $223.3M |
| Coatue Management | 0.74% | Reduce -65.2% | 681,000 | $214.1M |
| D1 Capital Partners | 1.87% | New | 668,432 | $210.1M |
| National Philanthropic Trust | 2.20% | Reduce 0.0% | 657,084 | $206.6M |
| Legal & General Group Plc | 0.05% | Add +0.0% | 654,195 | $205.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +2.2% | 633,764 | $199.2M |
| Dimensional Fund Advisors LP | 0.04% | Add +10.4% | 604,729 | $190.0M |
| Massachusetts Institute of Technology | 31.51% | No change | 578,300 | $181.8M |
| Amundi | 0.04% | Add +1.5% | 504,696 | $158.7M |
| Dream Peak Capital Ltd | 21.22% | Add +927.0% | 455,525 | $143.2M |
| Deutsche Bank AG | 0.05% | Add +37.1% | 433,775 | $136.4M |
| Nuveen, LLC | 0.04% | Reduce -7.7% | 423,285 | $133.1M |
| North Peak Capital Management, LLC | 22.01% | Add +7.9% | 420,965 | $132.3M |
| Maverick Capital | 1.54% | Reduce -9.0% | 420,276 | $132.1M |
| First Trust Advisors LP | 0.09% | Reduce -13.9% | 408,750 | $128.5M |
| Wellington Management Group LLP | 0.02% | Reduce -0.8% | 406,333 | $127.7M |
| Palestra Capital Management LLC | 4.91% | Add +36.0% | 398,007 | $125.1M |
| Swiss National Bank | 0.07% | Add +9.9% | 395,180 | $124.2M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -6.0% | 391,950 | $123.2M |
| Federated Hermes, Inc. | 0.20% | Add +97.3% | 386,828 | $121.6M |
| Bank of America Corp. | 0.01% | Reduce -46.8% | 379,656 | $119.4M |
| RV Capital AG | 31.05% | Add +24.4% | 377,298 | $118.8M |
| Selkirk Management LLC | 39.03% | No change | 365,220 | $114.8M |
| Par Capital Management Inc. | 3.18% | Reduce -0.8% | 347,872 | $109.4M |
| Raymond James Financial Inc. | 0.03% | Reduce -30.9% | 360,547 | $107.2M |
| Jennison Associates LLC | 0.07% | New | 313,110 | $98.4M |
| Vanguard Global Advisers, LLC | 0.05% | — | 310,610 | $97.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.07% | Add +7.7% | 310,136 | $97.5M |
| American Century Companies Inc. | 0.05% | Reduce -16.8% | 308,893 | $97.1M |
| Styrax Capital, LP | 6.59% | Add +33.2% | 300,000 | $94.3M |
| Barclays PLC | 0.03% | Add +14.6% | 299,290 | $94.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.06% | Reduce -0.7% | 289,770 | $91.1M |
| Neuberger Berman Group LLC | 0.07% | Reduce -20.0% | 287,352 | $90.3M |
| No Street GP LP | 5.82% | Add +15.7% | 277,000 | $87.1M |
| National Pension Service | 0.07% | Add +8.2% | 274,819 | $86.4M |
| Lord, Abbett & Co. LLC | 0.29% | Reduce -55.4% | 269,518 | $84.7M |
| Rhumbline Advisers | 0.07% | Add +0.1% | 266,910 | $83.9M |
| BNP Paribas Financial Markets | 0.06% | Reduce -16.3% | 264,280 | $83.1M |
| Citigroup Inc. | 0.05% | Add +22.0% | 256,642 | $80.7M |
| General Equity Holdings LP | 58.02% | Add +17.2% | 248,646 | $78.2M |
| HSBC Holdings PLC | 0.04% | Add +6.3% | 235,769 | $73.8M |
| Capitolis Liquid Global Markets LLC | 0.47% | — | 234,000 | $73.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.06% | — | 232,777 | $73.2M |
| Thrive Capital Management, LLC | 20.74% | No change | 226,761 | $71.3M |
| Divisadero Street Capital Management, LP | 3.34% | Add +3.9% | 226,636 | $71.2M |
| Avala Global LP | 3.38% | Add +4.6% | 224,080 | $70.4M |
| Allspring Global Investments Holdings, LLC | 0.11% | Reduce -4.9% | 218,359 | $68.1M |
| Point72 Asset Management | 0.12% | Add +2336.8% | 214,978 | $67.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -29.2% | 154,829 | $65.3M |
| California State Teachers Retirement System | 0.07% | Reduce -0.2% | 203,515 | $64.0M |
| Millennium Management | 0.05% | Add +23663.9% | 198,904 | $62.5M |
| Primecap Management Co. | 0.05% | Add +11.6% | 197,525 | $62.1M |
| Scopus Asset Management, L.P. | 1.83% | New | 185,375 | $58.3M |
| Artisan Partners Limited Partnership | 0.09% | Reduce -36.3% | 184,932 | $58.1M |
| Senator Investment Group LP | 2.67% | Reduce -29.0% | 184,574 | $58.1M |
| California Public Employees Retirement System | 0.04% | Reduce -23.0% | 183,866 | $57.8M |
| Bessemer Group Inc. | 0.09% | Add +2.7% | 177,794 | $55.9M |
| Natixis | 0.22% | Add +3951.3% | 176,677 | $55.5M |
| RDST Capital LLC | 5.29% | Add +43.0% | 174,802 | $55.0M |
| Kinetic Partners Management, LP | 3.03% | Add +14.8% | 172,419 | $54.2M |
| Spyglass Capital Management LLC | 3.73% | Reduce -7.3% | 167,391 | $52.6M |
| TD Asset Management Inc | 0.04% | Reduce -3.0% | 166,616 | $52.4M |
| Natixis Advisors, LLC | 0.07% | Add +6.4% | 161,770 | $50.9M |
| Principal Financial Group Inc. | 0.03% | Add +3.6% | 161,426 | $50.7M |
"% of holder's portfolio" is CVNA's weight in each manager's 13F, not the share of Carvana Co. the manager owns.