Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in CVI held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | ICAHN CARL C | 71.2M | $2.40B | +1.1% | 70.826% | 28.01% |
| 2 | BlackRock, Inc. | 4.8M | $161.2M | +2.0% | 4.766% | 0.00% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $73.6M | — | 2.174% | 0.00% |
| 4 | STATE STREET CORP | 1.9M | $65.3M | +9.0% | 1.929% | 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1.9M | $64.2M | +16.1% | 1.898% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | $45.3M | — | 1.339% | 0.00% |
| 7 | Allianz Asset Management GmbH | 993K | $33.4M | +51.1% | 0.987% | 0.04% |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 812K | $27.3M | -2.8% | 0.808% | 0.00% |
| 9 | MORGAN STANLEY | 769K | $25.9M | -8.0% | 0.765% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 730K | $24.6M | +2.6% | 0.726% | 0.00% |
| 11 | FMR LLC | 681K | $22.9M | +594.1% | 0.677% | 0.00% |
| 12 | Invesco Ltd. | 634K | $21.3M | -11.2% | 0.631% | 0.00% |
| 13 | BANK OF AMERICA CORP /DE/ | 562K | $18.9M | -30.7% | 0.559% | 0.00% |
| 14 | GOLDMAN SACHS GROUP INC | 541K | $18.2M | +2.3% | 0.538% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 507K | $17.1M | -44.6% | 0.504% | 0.01% |
| 16 | Point72 Asset Management, L.P. | 500K | $16.8M | +78.1% | 0.497% | 0.02% |
| 17 | CITIGROUP INC | 472K | $15.9M | +22.7% | 0.470% | 0.01% |
| 18 | TUDOR INVESTMENT CORP ET AL | 434K | $14.6M | -17.2% | 0.432% | 0.05% |
| 19 | PDT Partners, LLC | 367K | $12.3M | +85.1% | 0.365% | 0.73% |
| 20 | DEUTSCHE BANK AG\ | 366K | $12.3M | +136.7% | 0.364% | 0.00% |
| 21 | UBS Group AG | 354K | $11.9M | -58.4% | 0.352% | 0.00% |
| 22 | NORTHERN TRUST CORP | 327K | $11.0M | +2.3% | 0.325% | 0.00% |
| 23 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 317K | $10.7M | -13.4% | 0.315% | 0.03% |
| 24 | Jump Financial, LLC | 297K | $10.0M | +285.3% | 0.295% | 0.14% |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 290K | $9.8M | -77.3% | 0.289% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CVI — a direct measure of their conviction.
Filings activity in CVI during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 207 | 5.9% | 109.19% | +24.53 pp | $3.37B | +29% |
| Q4 2025 | 220 | 1.3% | 84.66% | 37.30 pp | $2.61B | 31% |
| Q3 2025 | 223 | +8.8% | 121.96% | +32.96 pp | $3.76B | +37% |
| Q2 2025 | 205 | +7.9% | 89.00% | +27.61 pp | $2.74B | +45% |
| Q1 2025 | 190 | +0.5% | 61.39% | +42.93 pp | $1.89B | +233% |
| Q4 2024 | 189 | 5.5% | 18.46% | 58.03 pp | $569M | 76% |
| Q3 2024 | 200 | 5.2% | 76.49% | 12.78 pp | $2.36B | 14% |
| Q2 2024 | 211 | — | 89.27% | — | $2.75B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CVI stock.
Based on Q1 2026 13F filings, institutional ownership of CVR Energy, Inc. stands at 109.2%, held across 207 reporting institutions.
ICAHN CARL C is the largest reported institutional holder of CVI, with approximately 71,201,875 shares worth $2.40B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of CVI, including TWO SIGMA INVESTMENTS, LP, Point72 Asset Management, L.P..
Our composite Smart Money Score for CVI is 59 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
39 institutions opened new positions in CVI during Q1 2026, while 52 fully exited. 132 added to existing positions and 34 trimmed.
CVI institutional ownership rose by 24.53 percentage points quarter-over-quarter, with a net change of -13 holders.
The top 10 institutions account for 86.6% of all reported 13F value in CVI, and the top 25 account for 93.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
CVR Energy, Inc. (CVI) Institutional Ownership