CARVANA CO. (CVNA) — Institutional Holders, Q2 2026
820 institutional investment managers reported a CVNA position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $48.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CVNA in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Capital Research Global InvestorsAdded · +9,170,861 sh+$603.6M
- Capital International InvestorsAdded · +6,617,827 sh+$435.6M
- Divisadero Street Capital ManagementAdded · +3,030,434 sh+$199.5M
- MARSHALL WACE, LLPAdded · +2,396,734 sh+$157.8M
- Invesco Ltd.Added · +2,283,788 sh+$150.3M
Biggest sellers
- BlackRockTrimmed · -9,165,875 sh-$603.3M
- Dragoneer Investment GroupSold out · -6,264,800 sh-$412.3M
- PRICE T ROWE ASSOCIATESTrimmed · -4,212,996 sh-$277.3M
- JPMORGAN CHASETrimmed · -4,066,574 sh-$267.7M
- FMRTrimmed · -3,629,367 sh-$238.9M
CVNA 13F holders ranked 1–100 of 820
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | PRICE T ROWE ASSOCIATES#1 · 84,695,539 sh | 84,695,539 | $5.6B | 0.56% | +376.3% |
| 2 | Capital Research Global Investors#2 · 63,423,386 sh | 63,423,386 | $4.2B | 0.58% | +484.5% |
| 3 | BlackRock#3 · 48,494,910 sh | 48,494,910 | $3.2B | 0.05% | +320.5% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 45,590,117 sh | 45,590,117 | $3.0B | 0.06% | +406.9% |
| 5 | FMR#5 · 33,604,708 sh | 33,604,708 | $2.2B | 0.10% | +351.3% |
| 6 | VANGUARD PORTFOLIO MANAGEMENT#6 · 32,154,471 sh | 32,154,471 | $2.1B | 0.10% | +406.6% |
| 7 | STATE STREET#7 · 29,435,364 sh | 29,435,364 | $1.9B | 0.06% | +417.1% |
| 8 | Capital International Investors#8 · 23,257,742 sh | 23,257,742 | $1.5B | 0.32% | +598.9% |
| 9 | CAS Investment Partners#9 · 22,559,570 sh | 22,559,570 | $1.5B | 78.85% | +396.8% |
| 10 | GREENOAKS CAPITAL PARTNERS#10 · 21,344,170 sh | 21,344,170 | $1.4B | 59.61% | +407.9% |
| 11 | GEODE CAPITAL MANAGEMENT#11 · 16,653,349 sh | 16,653,349 | $1.1B | 0.06% | +325.6% |
| 12 | Capital World Investors#12 · 14,200,258 sh | 14,200,258 | $934.7M | 0.11% | +445.0% |
| 13 | VIKING GLOBAL INVESTORS#13 · 12,322,311 sh | 12,322,311 | $811.1M | 2.31% | +343.2% |
| 14 | SPRUCE HOUSE INVESTMENT MANAGEMENT#14 · 11,675,000 sh | 11,675,000 | $768.4M | 22.61% | +400.0% |
| 15 | Aspex Management (HK) Ltd#15 · 10,891,999 sh | 10,891,999 | $716.9M | 8.06% | +498.8% |
| 16 | LONE PINE CAPITAL#16 · 10,520,666 sh | 10,520,666 | $692.5M | 4.23% | +499.6% |
| 17 | Lingotto Investment Management LLP#17 · 9,283,819 sh | 9,283,819 | $611.1M | 13.10% | +264.3% |
| 18 | SANDS CAPITAL MANAGEMENT#18 · 8,462,945 sh | 8,462,945 | $557.0M | 2.07% | +299.7% |
| 19 | JPMORGAN CHASE#19 · 8,617,436 sh | 8,617,436 | $549.1M | 0.03% | +239.7% |
| 20 | Invesco Ltd.#20 · 7,616,853 sh | 7,616,853 | $501.3M | 0.04% | +614.1% |
| 21 | KPS Global Asset Management UK Ltd#21 · 7,500,000 sh | 7,500,000 | $493.6M | — | +400.0% |
| 22 | Durable Capital Partners#22 · 6,720,882 sh | 6,720,882 | $442.4M | 4.30% | +575.0% |
| 23 | MORGAN STANLEY#23 · 6,370,368 sh | 6,370,368 | $419.3M | 0.02% | +372.5% |
| 24 | NORTHERN#24 · 6,168,923 sh | 6,168,923 | $406.0M | 0.05% | +408.5% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT#25 · 5,538,645 sh | 5,538,645 | $364.6M | 0.05% | +435.3% |
| 26 | NORGES BANK#26 · 5,243,494 sh | 5,243,494 | $345.1M | 0.03% | — |
| 27 | RENAISSANCE TECHNOLOGIES#27 · 5,122,450 sh | 5,122,450 | $337.2M | 0.46% | +326.4% |
| 28 | UBS Group AG#28 · 4,507,857 sh | 4,507,857 | $296.7M | 0.04% | +388.1% |
| 29 | Sachem Head Capital Management#29 · 4,475,000 sh | 4,475,000 | $294.5M | 6.11% | +466.5% |
| 30 | Whale Rock Capital Management#30 · 4,267,080 sh | 4,267,080 | $280.9M | 2.25% | +386.2% |
| 31 | Divisadero Street Capital Management#31 · 4,163,614 sh | 4,163,614 | $274.0M | 6.21% | +1737.1% |
| 32 | VANGUARD FIDUCIARY#32 · 4,082,645 sh | 4,082,645 | $268.7M | 0.06% | +404.2% |
| 33 | D1 Capital Partners L.P.#33 · 3,779,517 sh | 3,779,517 | $248.8M | 0.72% | +465.4% |
| 34 | ALLIANCEBERNSTEIN L.P.#34 · 781,958 sh | 781,958 | $245.8M | 0.08% | +405.0% |
| 35 | WELLS FARGO & COMPANY#35 · 3,608,854 sh | 3,608,854 | $237.5M | 0.04% | +369.2% |
| 36 | Bank of New York Mellon#36 · 3,475,532 sh | 3,475,532 | $228.8M | 0.04% | +389.3% |
| 37 | GOLDMAN SACHS GROUP#37 · 3,412,565 sh | 3,412,565 | $224.6M | 0.02% | +438.5% |
| 38 | GOODNOW INVESTMENT GROUP#38 · 3,403,185 sh | 3,403,185 | $224.0M | 23.24% | +369.8% |
| 39 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#39 · 3,325,237 sh | 3,325,237 | $218.9M | 0.04% | +345.8% |
| 40 | COATUE MANAGEMENT#40 · 3,278,865 sh | 3,278,865 | $215.8M | 0.44% | +381.5% |
| 41 | DIMENSIONAL FUND ADVISORS#41 · 3,075,680 sh | 3,075,680 | $202.4M | 0.04% | +408.6% |
| 42 | Dream Peak Capital Ltd#42 · 2,998,748 sh | 2,998,748 | $197.4M | 19.48% | +558.3% |
| 43 | Legal & General Group Plc#43 · 2,958,502 sh | 2,958,502 | $194.7M | 0.04% | +352.2% |
| 44 | FRANKLIN RESOURCES#44 · 2,944,858 sh | 2,944,858 | $193.8M | 0.04% | +301.2% |
| 45 | MASSACHUSETTS INSTITUTE OF TECHNOLOGY#45 · 2,891,500 sh | 2,891,500 | $190.3M | 25.98% | +400.0% |
| 46 | National Philanthropic#46 · 2,755,452 sh | 2,755,452 | $181.4M | 2.62% | +319.3% |
| 47 | MAVERICK CAPITAL LTD#47 · 2,638,673 sh | 2,638,673 | $173.7M | 1.53% | +527.8% |
| 48 | MARSHALL WACE, LLP#48 · 2,626,104 sh | 2,626,104 | $172.9M | 0.14% | +5624.6% |
| 49 | Nuveen#49 · 2,484,804 sh | 2,484,804 | $163.5M | 0.04% | +487.0% |
| 50 | Amundi#50 · 2,421,045 sh | 2,421,045 | $159.4M | 0.04% | +379.7% |
| 51 | North Peak Capital Management#51 · 2,306,869 sh | 2,306,869 | $151.8M | 16.87% | +448.0% |
| 52 | MASSACHUSETTS FINANCIAL SERVICES#52 · 2,287,092 sh | 2,287,092 | $150.5M | 0.05% | +147.3% |
| 53 | CITIGROUP#53 · 2,185,480 sh | 2,185,480 | $143.8M | 0.05% | +751.6% |
| 54 | MILLENNIUM MANAGEMENT#54 · 2,093,072 sh | 2,093,072 | $137.8M | 0.05% | +952.3% |
| 55 | Axxion S.A.#55 · 1,925,000 sh | 1,925,000 | $126.7M | — | — |
| 56 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#56 · 1,898,095 sh | 1,898,095 | $124.9M | 0.10% | +384.3% |
| 57 | DEUTSCHE BANK AG\#57 · 1,852,668 sh | 1,852,668 | $121.9M | 0.04% | +327.1% |
| 58 | Swiss National Bank#58 · 1,814,900 sh | 1,814,900 | $119.5M | 0.06% | +359.3% |
| 59 | Selkirk Management#59 · 1,801,100 sh | 1,801,100 | $118.5M | 36.94% | +393.2% |
| 60 | BANK OF AMERICA#60 · 1,791,844 sh | 1,791,844 | $117.9M | <0.01% | +372.0% |
| 61 | RV Capital AG#61 · 1,763,296 sh | 1,763,296 | $116.1M | 30.31% | +367.3% |
| 62 | PAR CAPITAL MANAGEMENT#62 · 1,739,360 sh | 1,739,360 | $114.5M | 2.84% | +400.0% |
| 63 | FIRST ADVISORS#63 · 1,708,542 sh | 1,708,542 | $112.5M | 0.07% | +318.0% |
| 64 | Mitsubishi UFJ Asset Management , Ltd.#64 · 1,661,389 sh | 1,661,389 | $109.4M | 0.06% | +435.7% |
| 65 | Vanguard Global Advisers#65 · 1,543,618 sh | 1,543,618 | $101.6M | 0.05% | +397.0% |
| 66 | National Pension Service#66 · 1,508,963 sh | 1,508,963 | $99.3M | 0.06% | +449.1% |
| 67 | Styrax Capital#67 · 1,500,000 sh | 1,500,000 | $98.7M | 6.51% | +400.0% |
| 68 | Sumitomo Mitsui#68 · 1,491,778 sh | 1,491,778 | $98.2M | 0.06% | +414.8% |
| 69 | BNP PARIBAS FINANCIAL MARKETS#69 · 1,395,257 sh | 1,395,257 | $91.8M | 0.03% | +427.9% |
| 70 | LORD, ABBETT#70 · 1,391,558 sh | 1,391,558 | $91.6M | 0.26% | +416.3% |
| 71 | VANGUARD ASSET MANAGEMENT, Ltd#71 · 1,314,302 sh | 1,314,302 | $86.5M | 0.06% | +464.6% |
| 72 | HSBC PLC#72 · 1,270,750 sh | 1,270,750 | $83.2M | 0.03% | +439.0% |
| 73 | RHUMBLINE ADVISERS#73 · 1,220,128 sh | 1,220,128 | $80.3M | 0.06% | +357.1% |
| 74 | No Street GP#74 · 1,201,343 sh | 1,201,343 | $79.1M | 4.75% | +333.7% |
| 75 | Senator Investment Group#75 · 1,137,870 sh | 1,137,870 | $74.9M | 2.73% | +516.5% |
| 76 | General Equity#76 · 1,085,165 sh | 1,085,165 | $71.4M | 42.64% | +336.4% |
| 77 | SUSQUEHANNA INTERNATIONAL GROUP, LLP#77 · 1,037,474 sh | 1,037,474 | $68.3M | <0.01% | +1773.0% |
| 78 | SCOPUS ASSET MANAGEMENT, L.P.#78 · 1,016,750 sh | 1,016,750 | $66.9M | 0.94% | +448.5% |
| 79 | NATIXIS ADVISORS#79 · 1,014,441 sh | 1,014,441 | $66.8M | 0.08% | +527.1% |
| 80 | Spyglass Capital Management#80 · 992,632 sh | 992,632 | $65.3M | 3.54% | +493.0% |
| 81 | PRIMECAP MANAGEMENT#81 · 987,625 sh | 987,625 | $65.0M | 0.04% | +400.0% |
| 82 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#82 · 964,057 sh | 964,057 | $63.5M | 0.04% | +424.3% |
| 83 | JONES FINANCIAL COMPANIES LLLP#83 · 991,141 sh | 991,141 | $61.8M | 0.02% | +527.5% |
| 84 | BESSEMER GROUP#84 · 878,133 sh | 878,133 | $57.8M | 0.08% | +393.9% |
| 85 | Kinetic Partners Management#85 · 868,295 sh | 868,295 | $57.2M | 1.36% | +403.6% |
| 86 | RAYMOND JAMES FINANCIAL#86 · 844,917 sh | 844,917 | $55.6M | 0.02% | +134.3% |
| 87 | TD ASSET MANAGEMENT#87 · 817,024 sh | 817,024 | $53.8M | 0.05% | +390.4% |
| 88 | Electron Capital Partners#88 · 813,127 sh | 813,127 | $53.5M | 2.14% | New |
| 89 | BARCLAYS PLC#89 · 811,106 sh | 811,106 | $53.4M | 0.01% | +171.0% |
| 90 | PRINCIPAL FINANCIAL GROUP#90 · 803,982 sh | 803,982 | $52.9M | 0.03% | +398.0% |
| 91 | Palestra Capital Management#91 · 795,635 sh | 795,635 | $52.4M | 1.78% | +99.9% |
| 92 | Allspring Global Investments#92 · 764,193 sh | 764,193 | $51.9M | 0.08% | +250.0% |
| 93 | 3G Capital Partners#93 · 775,000 sh | 775,000 | $51.0M | 13.67% | +463.6% |
| 94 | GOLDENTREE ASSET MANAGEMENT#94 · 774,333 sh | 774,333 | $50.9M | 2.96% | New |
| 95 | Steadview Capital Management#95 · 755,616 sh | 755,616 | $49.7M | 14.96% | +415.2% |
| 96 | 683 Capital Management#96 · 750,000 sh | 750,000 | $49.4M | 2.42% | +383.9% |
| 97 | WORLDQUANT MILLENNIUM ADVISORS#97 · 740,773 sh | 740,773 | $48.8M | 0.17% | New |
| 98 | NEW YORK STATE COMMON RETIREMENT FUND#98 · 699,670 sh | 699,670 | $46.1M | 0.06% | +907.1% |
| 99 | NORDEA INVESTMENT MANAGEMENT AB#99 · 733,124 sh | 733,124 | $46.0M | 0.04% | +405.6% |
| 100 | Anabranch Capital Management#100 · 698,029 sh | 698,029 | $45.9M | 35.10% | +626.2% |
Funds that sold out of CVNA in Q2 2026 (104)
Held CVNA at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
And 4 smaller positions.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.