CVNA
Carvana Co. · Consumer Cyclical · Auto - Dealerships
Señales de momentum (gestores comparables):
amplitud de titulares -1.2% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -0.6%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 162 | -2 | 520.04M | $34.40B | +6 | −7 |
| Q1 2026 | 166 | -3 | 106.60M | $33.45B | +5 | −9 |
| Q4 2025 | 168 | 0 | 109.48M | $46.13B | +2 | −1 |
| Q3 2025 | 26 | +1 | 76.70M | $28.93B | +1 | −1 |
| Q2 2025 | 23 | +2 | 61.65M | $20.77B | +2 | — |
| Q1 2025 | 18 | +1 | 29.19M | $6.10B | +3 | −2 |
| Q4 2024 | 17 | +1 | 25.74M | $5.23B | +2 | −1 |
| Q3 2024 | 15 | +1 | 21.97M | $3.83B | +1 | — |
| Q2 2024 | 14 | — | 22.71M | $2.92B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 84.70M | -4.7% | $5.57B | 0.6% | ▼ Trim | 9 | SEC ↗ ×2 |
| 2 | Capital Research Global Investors | 63.42M | +16.9% | $4.17B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 48.49M | -15.9% | $3.19B | 0.0% | ▼ Trim | 5 | SEC ↗ ×21 |
| 4 | Vanguard Capital Management Llc | 45.59M | +1.4% | $3.00B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 33.60M | -9.8% | $2.21B | 0.1% | ▼ Trim | 5 | SEC ↗ ×5 |
| 6 | State Street Global Advisors ✦ (pasivo) | 29.44M | +3.4% | $1.94B | 0.1% | ▲ Add | 7 | SEC ↗ |
| 7 | Capital International Investors | 23.26M | +39.8% | $1.53B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 8 | Geode Capital Management ✦ (pasivo) | 16.65M | -14.9% | $1.09B | 0.1% | ▼ Trim | 9 | SEC ↗ ×2 |
| 9 | Capital World Investors ✦ | 14.20M | +9.0% | $934.66M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 10 | Viking Global Investors ✦ | 12.32M | -11.3% | $811.05M | 2.3% | ▼ Trim | 9 | SEC ↗ |
| 11 | Lone Pine Capital ✦ | 10.52M | +19.9% | $692.47M | 4.2% | ▲ Add | 6 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 8.62M | -32.1% | $549.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×17 |
| 13 | Invesco Ltd. | 7.62M | +42.8% | $501.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×11 |
| 14 | Morgan Stanley ✦ | 6.37M | -5.5% | $419.30M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 15 | Northern Trust Corp | 6.17M | +1.7% | $406.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 16 | Charles Schwab Investment… | 5.54M | +7.0% | $364.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Norges Bank ✦ (pasivo) | 5.24M | Nuevo | $345.13M | 0.0% | New | 1 | SEC ↗ |
| 18 | Renaissance Technologies ✦ | 5.12M | -14.7% | $337.16M | 0.5% | ▼ Trim | 9 | SEC ↗ |
| 19 | UBS Group AG | 4.51M | -2.4% | $296.71M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 20 | Alliancebernstein L.P. | 781.96K | +1.0% | $245.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 3.61M | -6.2% | $237.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 22 | Bank of New York Mellon Corp | 3.48M | -2.1% | $228.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×19 |
| 23 | Goldman Sachs Group ✦ | 3.41M | +7.7% | $224.62M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 24 | UBS AM, a distinct business unit of… | 3.33M | -10.8% | $218.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 25 | Coatue Management ✦ | 3.28M | -3.7% | $215.81M | 0.4% | ▼ Trim | 6 | SEC ↗ ×3 |
| 26 | Dimensional Fund Advisors Lp | 3.08M | +1.7% | $202.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 27 | Legal & General Group Plc | 2.96M | -9.6% | $194.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 28 | Franklin Resources Inc | 2.94M | -19.8% | $193.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 29 | Marshall Wace ✦ | 2.63M | +1044.9% | $172.85M | 0.1% | ▲ Add | 9 | SEC ↗ ×3 |
| 30 | Nuveen, LLC | 2.48M | +17.4% | $163.55M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 31 | Amundi | 2.42M | -4.1% | $159.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 32 | Hrt Financial Lp | 2.29M | -19.9% | $150.95M | 0.3% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Massachusetts Financial Services Co… | 2.29M | -50.5% | $150.53M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 34 | Citigroup Inc | 2.19M | +70.3% | $143.85M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 35 | Millennium Management ✦ | 2.09M | +110.5% | $137.77M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 36 | Manufacturers Life Insurance… | 1.90M | -3.1% | $124.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | Deutsche Bank Ag\ | 1.85M | -14.6% | $121.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 38 | Swiss National Bank | 1.81M | -8.2% | $119.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 1.79M | -5.6% | $117.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 40 | First Trust Advisors Lp | 1.71M | -16.4% | $112.46M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 41 | Mitsubishi UFJ Asset Management… | 1.66M | +7.1% | $109.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | National Pension Service | 1.51M | +9.8% | $99.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 43 | Sumitomo Mitsui Trust Group, Inc. | 1.49M | +3.0% | $98.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Bnp Paribas Financial Markets | 1.40M | +5.6% | $91.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Hsbc Holdings Plc | 1.27M | +7.8% | $83.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 46 | Rhumbline Advisers | 1.22M | -8.6% | $80.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 1.04M | +274.6% | $68.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | PRIMECAP Management ✦ | 987.62K | 0.0% | $65.01M | 0.0% | Held | 7 | SEC ↗ |
| 49 | California Public Employees… | 964.06K | +4.9% | $63.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 991.14K | +25.5% | $61.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | Raymond James Financial Inc | 844.92K | -53.1% | $55.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 52 | Td Asset Management Inc | 817.02K | -1.9% | $53.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Barclays Plc | 811.11K | -45.8% | $53.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 54 | Principal Financial Group Inc | 803.98K | -0.4% | $52.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 55 | Allspring Global Investments… | 764.19K | -30.0% | $51.87M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 56 | New York State Common Retirement… | 699.67K | +101.4% | $46.05M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 57 | Nordea Investment Management Ab | 733.12K | +1.1% | $46.04M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 58 | Adage Capital Partners ✦ | 638.40K | +15.3% | $42.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | 1832 Asset Management L.P. | 629.15K | -21.4% | $41.41M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 60 | State Board Of Administration Of… | 586.21K | -1.3% | $38.58M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 61 | Aviva Plc | 564.60K | -0.1% | $37.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 62 | Russell Investments Group, Ltd. | 556.31K | -29.9% | $36.48M | 0.0% | ▼ Trim | 3 | SEC ↗ ×15 |
| 63 | Bank Of Montreal /Can/ | 490.32K | +37.0% | $32.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 64 | Envestnet Asset Management Inc | 472.28K | +4.4% | $31.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Royal Bank Of Canada | 420.39K | -27.1% | $27.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 66 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 401.83K | +150.9% | $26.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 67 | Sei Investments Co | 392.89K | -24.0% | $25.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 68 | Quantinno Capital Management LP | 386.44K | +58.0% | $25.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Swedbank AB | 379.18K | -1.1% | $24.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Creative Planning | 368.69K | +169.2% | $24.27M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Ameriprise Financial Inc | 366.24K | -4.1% | $24.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 72 | Pictet Asset Management Holding SA | 355.70K | +26.2% | $23.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Chevy Chase Trust Holdings, LLC | 345.86K | -0.7% | $22.76M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 74 | State Of Wisconsin Investment Board | 343.75K | -6.0% | $22.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | LPL Financial LLC | 341.57K | -13.0% | $22.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Prudential Financial Inc | 327.81K | -0.5% | $21.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 77 | Schroder Investment Management Group | 333.89K | +48.2% | $21.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | PFA Pension, Forsikringsaktieselskab | 320.62K | -0.2% | $21.10M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 79 | Danske Bank A/S | 311.65K | +3.1% | $20.51M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 80 | Citadel Advisors ✦ | 308.93K | +28.5% | $20.33M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 81 | Royal London Asset Management Ltd | 295.85K | -0.2% | $19.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Asset Management One Co., Ltd. | 279.17K | +0.6% | $18.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Gotham Asset Management ✦ | 261.02K | -8.8% | $17.18M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 84 | Mitsubishi UFJ Trust & Banking Corp | 260.76K | -3.1% | $17.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Storebrand Asset Management As | 255.83K | -12.7% | $16.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Korea Investment CORP | 252.31K | +5.0% | $16.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Holocene Advisors, LP | 250.00K | 0.0% | $16.45M | 0.0% | Held | 3 | SEC ↗ |
| 88 | Credit Agricole S A | 249.95K | +199.1% | $16.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 89 | National Bank Of Canada /Fi/ | 243.88K | +34.0% | $16.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 90 | Universal- Beteiligungs- und… | 236.11K | -63.8% | $15.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Clearbridge Investments, LLC | 233.36K | -15.3% | $15.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Nomura Asset Management Co Ltd | 229.63K | -1.6% | $15.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Wellington Management ✦ | 215.06K | -89.4% | $14.16M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 94 | Toronto Dominion Bank | 209.67K | -7.0% | $13.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Victory Capital Management Inc | 206.15K | -38.7% | $13.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Mirae Asset Global Investments Co.… | 198.40K | +8.4% | $13.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 97 | Balyasny Asset Management L.P. | 188.95K | +403.9% | $12.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 98 | Cetera Investment Advisers | 186.71K | +22.7% | $12.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Neuberger Berman Group LLC | 176.34K | -87.7% | $11.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | Blair William & Co/Il | 175.10K | -0.6% | $11.52M | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $345.13M | 0.0% |
Posición cerrada
| Point72 Asset Management | $67.58M | era 0.1% |
| Artisan Partners Limited… | $58.14M | era 0.1% |
| Alyeska Investment Group, L.P. | $49.80M | era 0.1% |
| IMC-Chicago, LLC | $3.75M | era 0.1% |
| D. E. Shaw & Co. | $2.92M | era 0.0% |
| Ctc Llc | $1.22M | era 0.1% |
| Lido Advisors, LLC | $853,678 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 768 tenedores, 148.07M acciones, $39.96B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 2.32K acc. · $145,742
Officer · 10.44K acc. · $620,554
Officer · 9.36K acc. · $567,337
Officer · 13.32K acc. · $818,657
Officer · 24.76K acc. · $1.55M
Officer · 5.87K acc. · $369,982
Officer · 920 acc. · $56,709
Officer · 840 acc. · $51,030
Officer · 920 acc. · $54,722
Officer · 2.68K acc. · $187,734
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología