Who owns CVR Energy (CVI)
Which tracked institutional funds hold CVI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
86 tracked funds added or opened CVI while 43 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CVI’s largest tracked holder by dollar value, ICAHN CARL C, sizes it at 22.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 22.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CVI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 218 tracked filers holding CVI, 114 increased or opened the position and 123 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CVI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- VANGUARD PORTFOLIO MANAGEMENT LLC$74M
- VANGUARD CAPITAL MANAGEMENT LLC$45M
- CastleKnight Management LP$32M
- VANGUARD FIDUCIARY TRUST CO$7M
- Soviero Asset Management, LP$6M
- NFJ INVESTMENT GROUP, LLC$4M
Full exits 21
- VANGUARD GROUP INC$94M
- TWO SIGMA ADVISERS, LP$8M
- Campbell & CO Investment Adviser LLC$6M
- SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$6M
- Thomist Capital Management, LP$5M
- TWINBEECH CAPITAL LP$3M
Largest adds
- ICAHN CARL C$604M
- BlackRock, Inc.$42M
- DIMENSIONAL FUND ADVISORS LP$22M
- STATE STREET CORP$20M
- Allianz Asset Management GmbH$17M
- FMR LLC$15M
Largest trims
- JACOBS LEVY EQUITY MANAGEMENT, INC$23M
- RENAISSANCE TECHNOLOGIES LLC$20M
- JANE STREET GROUP, LLC$12M
- UBS Group AG$10M
- BNP PARIBAS FINANCIAL MARKETS$9M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$8M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ICAHN CARL C | 71,201,875 | $2.0B | 64.3% | 2026-Q2 |
| BlackRock, Inc. added | 5,201,944 | $143M | 4.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 2,185,827 | $74M | 2.4% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,908,062 | $64M | 2.1% | 2026-Q1 |
| STATE STREET CORP added | 2,153,498 | $59M | 1.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,345,659 | $45M | 1.5% | 2026-Q1 |
| Allianz Asset Management GmbH added | 992,518 | $33M | 1.1% | 2026-Q1 |
| CastleKnight Management LP new | 948,431 | $32M | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 812,291 | $27M | 0.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 769,495 | $26M | 0.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 730,377 | $25M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 562,390 | $19M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 491,805 | $17M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 472,440 | $16M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 527,310 | $15M | 0.5% | 2026-Q2 |
| FMR LLC added | 516,413 | $14M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 487,590 | $13M | 0.4% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 448,888 | $12M | 0.4% | 2026-Q2 |
| PDT Partners, LLC added | 366,677 | $12M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 365,745 | $12M | 0.4% | 2026-Q1 |
| UBS Group AG trimmed | 353,737 | $12M | 0.4% | 2026-Q1 |
| NORTHERN TRUST CORP added | 326,799 | $11M | 0.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 316,650 | $11M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 385,779 | $11M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 380,292 | $10M | 0.3% | 2026-Q2 |
| Jump Financial, LLC added | 296,565 | $10M | 0.3% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 290,455 | $10M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 263,448 | $9M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 300,465 | $8M | 0.3% | 2026-Q2 |
| NORGES BANK added | 297,500 | $8M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 242,764 | $8M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 267,071 | $7M | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 211,844 | $7M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 193,113 | $6M | 0.2% | 2026-Q1 |
| Soviero Asset Management, LP new | 187,898 | $6M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 184,781 | $6M | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 218,587 | $6M | 0.2% | 2026-Q2 |
| ICON ADVISERS INC/CO added | 172,000 | $6M | 0.2% | 2026-Q1 |
| Public Sector Pension Investment Board trimmed | 161,550 | $5M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 152,313 | $5M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 147,522 | $5M | 0.2% | 2026-Q1 |
| NFJ INVESTMENT GROUP, LLC new | 119,962 | $4M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC trimmed | 111,976 | $4M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 107,752 | $4M | 0.1% | 2026-Q1 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND trimmed | 105,684 | $4M | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 95,517 | $3M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 114,733 | $3M | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 92,793 | $3M | 0.1% | 2026-Q1 |
| GROUP ONE TRADING LLC added | 92,274 | $3M | 0.1% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 90,726 | $3M | 0.1% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 85,000 | $3M | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 81,545 | $3M | 0.1% | 2026-Q1 |
| Numerai GP LLC added | 74,740 | $3M | 0.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 72,968 | $2M | 0.1% | 2026-Q1 |
| Swiss National Bank | 69,400 | $2M | 0.1% | 2026-Q1 |
| Neo Ivy Capital Management trimmed | 68,724 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 66,019 | $2M | 0.1% | 2026-Q1 |
| Polaris Capital Management, LLC | 67,000 | $2M | 0.1% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 66,837 | $2M | 0.1% | 2026-Q1 |
| Magnetar Financial LLC trimmed | 65,424 | $2M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 62,425 | $2M | 0.1% | 2026-Q1 |
| Quantbot Technologies LP trimmed | 60,575 | $2M | 0.1% | 2026-Q1 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY added | 57,582 | $2M | 0.1% | 2026-Q1 |
| Holocene Advisors, LP added | 51,678 | $2M | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 50,442 | $2M | 0.1% | 2026-Q1 |
| NOMURA HOLDINGS INC added | 50,000 | $2M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 47,056 | $2M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 59,420 | $2M | 0.1% | 2026-Q2 |
| Vident Advisory, LLC added | 45,446 | $2M | 0.1% | 2026-Q1 |
| Fieldview Capital Management, LLC new | 43,530 | $1M | 0.0% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 41,300 | $1M | 0.0% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 50,101 | $1M | 0.0% | 2026-Q2 |
| LPL Financial LLC added | 38,701 | $1M | 0.0% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC added | 37,312 | $1M | 0.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 37,090 | $1M | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,442 | $1M | 0.0% | 2026-Q1 |
| Quadrature Capital Ltd new | 35,988 | $1M | 0.0% | 2026-Q1 |
| WINTON GROUP Ltd added | 35,865 | $1M | 0.0% | 2026-Q1 |
| VANGUARD GROUP INC added | 3,705,809 | $94M | 3.1% | 2025-Q4 stale |
| Amanah Holdings Trust | 670,000 | $24M | 0.8% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 314,000 | $8M | 0.3% | 2025-Q4 stale |
| Cambria Investment Management, L.P. trimmed | 341,270 | $7M | 0.2% | 2025-Q1 stale |
| Campbell & CO Investment Adviser LLC added | 230,914 | $6M | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 220,134 | $6M | 0.2% | 2025-Q4 stale |
| Thomist Capital Management, LP added | 199,200 | $5M | 0.2% | 2025-Q4 stale |
| Caption Management, LLC new | 149,655 | $3M | 0.1% | 2025-Q1 stale |
| Engineers Gate Manager LP trimmed | 100,498 | $3M | 0.1% | 2025-Q2 stale |
| TWINBEECH CAPITAL LP new | 105,128 | $3M | 0.1% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC added | 102,498 | $3M | 0.1% | 2025-Q4 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 81,161 | $2M | 0.1% | 2025-Q4 stale |
| STATE OF WISCONSIN INVESTMENT BOARD added | 78,039 | $2M | 0.1% | 2025-Q4 stale |
| ALGERT GLOBAL LLC new | 75,250 | $2M | 0.1% | 2025-Q4 stale |
| Trexquant Investment LP added | 72,132 | $2M | 0.1% | 2025-Q4 stale |
| Weiss Asset Management LP new | 68,640 | $2M | 0.1% | 2025-Q4 stale |
| CAPITAL FUND MANAGEMENT S.A. trimmed | 42,424 | $2M | 0.1% | 2025-Q3 stale |
| DARK FOREST CAPITAL MANAGEMENT LP new | 58,673 | $1M | 0.0% | 2025-Q4 stale |
| Y-Intercept (Hong Kong) Ltd added | 55,771 | $1M | 0.0% | 2025-Q4 stale |
| GSA CAPITAL PARTNERS LLP added | 51,991 | $1M | 0.0% | 2025-Q4 stale |
| Edgestream Partners, L.P. trimmed | 51,317 | $1M | 0.0% | 2025-Q4 stale |
| Ion Asset Management Ltd. added | 33,385 | $1M | 0.0% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.