Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in CVNA held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Capital Research Global Investors | 63.4M | $4.17B | +484.5% | 5.782% | 0.58% |
| 2 | BlackRock, Inc. | 48.5M | $3.19B | +320.5% | 4.421% | 0.05% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 45.6M | $3.00B | +406.9% | 4.156% | 0.06% |
| 4 | FMR LLC | 33.6M | $2.21B | +351.3% | 3.064% | 0.10% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 32.2M | $2.12B | +406.6% | 2.932% | 0.10% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31.3M | $2.06B | +254.3% | 2.858% | 0.16% |
| 7 | STATE STREET CORP | 29.4M | $1.94B | +417.0% | 2.684% | 0.03% |
| 8 | CITADEL ADVISORS LLC | 27.5M | $1.81B | +314.2% | 2.511% | 0.10% |
| 9 | CITIGROUP INC | 27.2M | $1.79B | +334.2% | 2.479% | 0.59% |
| 10 | JANE STREET GROUP, LLC | 26.2M | $1.72B | +556.4% | 2.385% | 0.14% |
| 11 | Capital International Investors | 23.3M | $1.53B | +598.9% | 2.120% | 0.32% |
| 12 | CAS Investment Partners, LLC | 22.6M | $1.48B | +396.8% | 2.057% | 78.85% |
| 13 | GREENOAKS LLC | 21.3M | $1.40B | +407.9% | 1.946% | 59.61% |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 16.7M | $1.09B | +325.6% | 1.518% | 0.06% |
| 15 | Capital World Investors | 14.2M | $934.7M | +445.0% | 1.295% | 0.11% |
| 16 | VIKING GLOBAL INVESTORS LP | 12.3M | $811.1M | +343.2% | 1.123% | 2.31% |
| 17 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 11.7M | $768.4M | +400.0% | 1.064% | 22.61% |
| 18 | LONE PINE CAPITAL LLC | 10.5M | $692.5M | +499.6% | 0.959% | 4.23% |
| 19 | Lingotto Investment Management LLP | 9.3M | $611.1M | +264.4% | 0.846% | 13.10% |
| 20 | SANDS CAPITAL MANAGEMENT, LLC | 8.5M | $557.0M | +299.7% | 0.772% | 2.07% |
| 21 | JPMORGAN CHASE & CO | 8.6M | $549.1M | +239.7% | 0.786% | 0.03% |
| 22 | Invesco Ltd. | 7.6M | $501.3M | +614.1% | 0.694% | 0.04% |
| 23 | KPS Global Asset Management UK Ltd | 7.5M | $493.6M | +400.0% | 0.684% | 79.62% |
| 24 | Caption Management, LLC | 6.8M | $445.8M | +294.4% | 0.617% | 2.08% |
| 25 | Durable Capital Partners LP | 6.7M | $442.4M | +575.0% | 0.613% | 4.30% |
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 CVNA — a direct measure of their conviction.
Filings activity in CVNA during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new CVNA position in Q2 2026
Institutions that fully closed their CVNA position in Q2 2026
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 837 | +5.9% | 79.50% | +41.82 pp | $50.84B | +0.5% |
| Q1 2026 | 790 | 7.6% | 37.68% | 36.20 pp | $50.56B | 26% |
| Q4 2025 | 855 | +10% | 73.88% | +38.55 pp | $68.40B | +22% |
| Q3 2025 | 776 | +8.1% | 35.33% | +3.95 pp | $56.19B | +29% |
| Q2 2025 | 718 | +22% | 31.38% | +3.20 pp | $43.65B | +80% |
| Q1 2025 | 587 | +5.2% | 28.18% | 2.15 pp | $24.22B | 2.6% |
| Q4 2024 | 558 | +20% | 30.33% | 0.07 pp | $24.86B | +22% |
| Q3 2024 | 465 | — | 30.40% | — | $20.38B | — |
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 CVNA stock.
Based on Q2 2026 13F filings, institutional ownership of Carvana Co. stands at 79.5%, held across 837 reporting institutions.
Capital Research Global Investors is the largest reported institutional holder of CVNA, with approximately 63,423,386 shares worth $4.17B as of Q2 2026.
Yes — 5 widely-followed marquee investors appear among the top 25 institutional holders of CVNA, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, VIKING GLOBAL INVESTORS LP, LONE PINE CAPITAL LLC.
Our composite Smart Money Score for CVNA is 83 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
132 institutions opened new positions in CVNA during Q2 2026, while 104 fully exited. 479 added to existing positions and 194 trimmed.
CVNA institutional ownership rose by 41.82 percentage points quarter-over-quarter, with a net change of +47 holders.
The top 10 institutions account for 47.2% of all reported 13F value in CVNA, and the top 25 account for 71.5%.
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.
Carvana Co. (CVNA) Institutional Ownership