| VANGUARD PORTFOLIO MANAGEMENT LLC |
| 2.1M |
| $57.3M |
| -4.9% |
| 2.068% |
| 0.00% |
| 5 | DIMENSIONAL FUND ADVISORS LP | 2.1M | $56.5M | +7.5% | 2.041% | 0.01% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.4M | $37.3M | +0.5% | 1.346% | 0.00% |
| 7 | JANE STREET GROUP, LLC | 1.2M | $33.3M | +402.7% | 1.201% | 0.00% |
| 8 | Allianz Asset Management GmbH | 945K | $26.0M | -4.8% | 0.940% | 0.01% |
| 9 | CITADEL ADVISORS LLC | 894K | $24.6M | +1.9% | 0.889% | 0.00% |
| 10 | CastleKnight Management LP | 877K | $24.1M | -39.5% | 0.872% | 0.33% |
| 11 | BNP PARIBAS FINANCIAL MARKETS | 839K | $23.1M | +334.6% | 0.835% | 0.01% |
| 12 | MORGAN STANLEY | 776K | $21.4M | +0.9% | 0.772% | 0.00% |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 758K | $20.9M | +3.7% | 0.754% | 0.00% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 727K | $20.0M | -10.4% | 0.724% | 0.00% |
| 15 | BANK OF AMERICA CORP /DE/ | 672K | $18.5M | +19.4% | 0.668% | 0.00% |
| 16 | JPMORGAN CHASE & CO | 560K | $15.8M | +1089.2% | 0.557% | 0.00% |
| 17 | PDT Partners, LLC | 527K | $14.5M | +43.6% | 0.524% | 0.76% |
| 18 | FMR LLC | 516K | $14.2M | -24.2% | 0.514% | 0.00% |
| 19 | Invesco Ltd. | 488K | $13.4M | -23.1% | 0.485% | 0.00% |
| 20 | CITIGROUP INC | 469K | $12.9M | -0.7% | 0.466% | 0.00% |
| 21 | TUDOR INVESTMENT CORP ET AL | 449K | $12.4M | +3.4% | 0.447% | 0.02% |
| 22 | GOLDMAN SACHS GROUP INC | 394K | $10.9M | -27.1% | 0.392% | 0.00% |
| 23 | MILLENNIUM MANAGEMENT LLC | 386K | $10.6M | +45.5% | 0.384% | 0.00% |
| 24 | TWO SIGMA INVESTMENTS, LP | 380K | $10.5M | -25.0% | 0.378% | 0.01% |
| 25 | WOLVERINE ASSET MANAGEMENT LLC | 368K | $10.1M | +0.2% | 0.366% | 0.09% |
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.
| 97.41% |
| +66.22 pp |
| $1.89B |
| +233% |
| Q4 2024 | 189 | 5.5% | 31.19% | 71.16 pp | $569M | 76% |
| Q3 2024 | 200 | — | 102.35% | — | $2.36B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
35 institutions opened new positions in CVI during Q2 2026, while 30 fully exited. 32 added to existing positions and 149 trimmed.
CVI institutional ownership rose by 1.80 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 83.8% of all reported 13F value in CVI, and the top 25 account for 91.7%.
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