Ranked by reported Q1 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 | BlackRock, Inc. | 11.5M | $3.63B | -1.6% | 1.064% | 0.06% |
| 2 | Capital Research Global Investors | 10.9M | $3.41B | +90.3% | 1.001% | 0.53% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 9.0M | $2.83B | β | 0.830% | 0.07% |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8.8M | $2.78B | -13.6% | 0.816% | 0.31% |
| 5 | FMR LLC | 7.4M | $2.34B | +24.9% | 0.687% | 0.13% |
| 6 | CITADEL ADVISORS LLC | 6.6M | $2.09B | -8.2% | 0.613% | 0.97% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 6.3M | $2.00B | β | 0.586% | 0.11% |
| 8 | CITIGROUP INC | 6.3M | $1.97B | +2.7% | 0.578% | 0.84% |
| 9 | STATE STREET CORP | 5.7M | $1.79B | -0.4% | 0.525% | 0.06% |
| 10 | CAS Investment Partners, LLC | 4.5M | $1.43B | -1.5% | 0.419% | 81.67% |
| 11 | GREENOAKS CAPITAL PARTNERS LLC | 4.2M | $1.32B | -0.8% | 0.388% | 57.53% |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 3.9M | $1.23B | +0.8% | 0.361% | 0.08% |
| 13 | Capital International Investors | 3.3M | $1.05B | β | 0.307% | 0.25% |
| 14 | VIKING GLOBAL INVESTORS LP | 2.8M | $874.0M | +161.9% | 0.257% | 2.44% |
| 15 | Capital World Investors | 2.6M | $819.1M | +103.7% | 0.240% | 0.11% |
| 16 | Exor Capital LLP | 2.5M | $801.1M | -10.8% | 0.235% | 15.82% |
| 17 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 2.3M | $734.1M | +2.6% | 0.215% | 26.21% |
| 18 | SANDS CAPITAL MANAGEMENT, LLC | 2.1M | $665.6M | -13.3% | 0.195% | 2.61% |
| 19 | LONE PINE CAPITAL LLC | 1.8M | $551.6M | -1.4% | 0.162% | 4.40% |
| 20 | KPS Global Asset Management UK Ltd | 1.5M | $471.6M | 0.0% | 0.138% | 76.21% |
| 21 | MORGAN STANLEY | 1.3M | $423.9M | -11.7% | 0.124% | 0.03% |
| 22 | Dragoneer Investment Group, LLC | 1.3M | $393.9M | +27.9% | 0.116% | 13.12% |
| 23 | NORTHERN TRUST CORP | 1.2M | $381.4M | +2.0% | 0.112% | 0.05% |
| 24 | RENAISSANCE TECHNOLOGIES LLC | 1.2M | $377.6M | -14.6% | 0.111% | 0.59% |
| 25 | BARCLAYS PLC | 1.2M | $374.0M | -29.5% | 0.110% | 0.15% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in CVNA β a direct measure of their conviction.
Filings activity in CVNA during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new CVNA position in Q1 2026
Institutions that fully closed their CVNA position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 755 | 8.3% | 67.55% | 24.44 pp | $46.94B | 27% |
| Q4 2025 | 823 | +10% | 91.99% | +17.00 pp | $63.92B | +23% |
| Q3 2025 | 746 | +3.9% | 74.99% | +12.17 pp | $52.11B | +19% |
| Q2 2025 | 718 | +22% | 62.82% | +27.97 pp | $43.65B | +80% |
| Q1 2025 | 587 | +5.2% | 34.85% | 0.93 pp | $24.22B | 2.6% |
| Q4 2024 | 558 | +20% | 35.78% | +6.46 pp | $24.86B | +22% |
| Q3 2024 | 465 | +17% | 29.32% | +7.76 pp | $20.38B | +36% |
| Q2 2024 | 396 | β | 21.56% | β | $14.98B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying CVNA stock.
Based on Q1 2026 13F filings, institutional ownership of Carvana Co. stands at 67.5%, held across 755 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of CVNA, with approximately 11,532,157 shares worth $3.63B as of Q1 2026.
Yes β 5 widely-followed marquee investors appear among the top 25 institutional holders of CVNA, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, VIKING GLOBAL INVESTORS LP, LONE PINE CAPITAL LLC, RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for CVNA is 46 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
121 institutions opened new positions in CVNA during Q1 2026, while 189 fully exited. 103 added to existing positions and 529 trimmed.
CVNA institutional ownership fell by 24.44 percentage points quarter-over-quarter, with a net change of -68 holders.
The top 10 institutions account for 51.7% of all reported 13F value in CVNA, and the top 25 account for 74.0%.
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