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-Q2 13F filings (latest filed 2026-09-22). 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
36 tracked funds added or opened CVI while 81 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 23.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 23.7pp 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 2026-Q1 and 2026-Q2, across 206 tracked filers holding CVI, 102 increased or opened the position and 118 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2026-Q1 and 2026-Q2 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 13
- KENNEDY CAPITAL MANAGEMENT LLC$9M
- Thomist Capital Management, LP$3M
- Lighthouse Investment Partners, LLC$3M
- IMC-Chicago, LLC$2M
- VARCOV Co.$1M
- Engineers Gate Manager LP$903K
Full exits 21
- Qube Research & Technologies Ltd$8M
- Neo Ivy Capital Management$2M
- Magnetar Financial LLC$2M
- Quantbot Technologies LP$2M
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$2M
- NOMURA HOLDINGS INC$2M
Largest adds
- JANE STREET GROUP, LLC$24M
- BNP PARIBAS FINANCIAL MARKETS$17M
- JPMORGAN CHASE & CO$14M
- NORGES BANK$8M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- WINTON GROUP Ltd$3M
Largest trims
- ICAHN CARL C$435M
- BlackRock, Inc.$18M
- VANGUARD PORTFOLIO MANAGEMENT LLC$16M
- DEUTSCHE BANK AG\$11M
- Point72 Asset Management, L.P.$9M
- FIRST TRUST ADVISORS LP$8M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ICAHN CARL C | 71,201,875 | $2.0B | 69.1% | 2026-Q2 |
| BlackRock, Inc. added | 5,201,944 | $143M | 5.1% | 2026-Q2 |
| STATE STREET CORP added | 2,153,498 | $59M | 2.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 2,079,500 | $57M | 2.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 2,051,847 | $57M | 2.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,352,771 | $37M | 1.3% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 945,324 | $26M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 889,558 | $24M | 0.9% | 2026-Q2 |
| CastleKnight Management LP trimmed | 876,573 | $24M | 0.9% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 839,272 | $23M | 0.8% | 2026-Q2 |
| MORGAN STANLEY added | 776,040 | $21M | 0.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 757,515 | $21M | 0.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 727,493 | $20M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 671,728 | $18M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 559,609 | $16M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 527,310 | $15M | 0.5% | 2026-Q2 |
| PDT Partners, LLC added | 526,592 | $15M | 0.5% | 2026-Q2 |
| FMR LLC added | 516,413 | $14M | 0.5% | 2026-Q2 |
| Invesco Ltd. trimmed | 487,590 | $13M | 0.5% | 2026-Q2 |
| CITIGROUP INC trimmed | 468,975 | $13M | 0.5% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 448,888 | $12M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 394,247 | $11M | 0.4% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 385,779 | $11M | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 380,292 | $10M | 0.4% | 2026-Q2 |
| UBS Group AG added | 355,747 | $10M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 337,762 | $9M | 0.3% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC new | 311,358 | $9M | 0.3% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 306,830 | $8M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 300,465 | $8M | 0.3% | 2026-Q2 |
| NORGES BANK added | 297,500 | $8M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 267,071 | $7M | 0.3% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 261,399 | $7M | 0.3% | 2026-Q2 |
| Jump Financial, LLC trimmed | 256,738 | $7M | 0.2% | 2026-Q2 |
| Soviero Asset Management, LP added | 242,000 | $7M | 0.2% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 224,684 | $6M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. added | 218,587 | $6M | 0.2% | 2026-Q2 |
| Squarepoint Ops LLC added | 218,382 | $6M | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 216,145 | $6M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 189,079 | $5M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 184,353 | $5M | 0.2% | 2026-Q2 |
| Nuveen, LLC added | 172,398 | $5M | 0.2% | 2026-Q2 |
| WINTON GROUP Ltd added | 164,204 | $5M | 0.2% | 2026-Q2 |
| ICON ADVISERS INC/CO trimmed | 160,000 | $4M | 0.2% | 2026-Q2 |
| Public Sector Pension Investment Board trimmed | 157,140 | $4M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 147,417 | $4M | 0.1% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 114,733 | $3M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 106,272 | $3M | 0.1% | 2026-Q2 |
| Thomist Capital Management, LP trimmed | 93,326 | $3M | 0.1% | 2026-Q2 |
| Lighthouse Investment Partners, LLC new | 93,074 | $3M | 0.1% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC added | 92,954 | $3M | 0.1% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 91,757 | $3M | 0.1% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 87,619 | $2M | 0.1% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 85,018 | $2M | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 82,888 | $2M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 80,421 | $2M | 0.1% | 2026-Q2 |
| NFJ INVESTMENT GROUP, LLC trimmed | 79,805 | $2M | 0.1% | 2026-Q2 |
| Numerai GP LLC added | 79,654 | $2M | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 79,270 | $2M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 76,486 | $2M | 0.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 68,208 | $2M | 0.1% | 2026-Q2 |
| Polaris Capital Management, LLC | 67,000 | $2M | 0.1% | 2026-Q2 |
| Swiss National Bank trimmed | 60,500 | $2M | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC trimmed | 60,275 | $2M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 59,420 | $2M | 0.1% | 2026-Q2 |
| Man Group plc added | 56,436 | $2M | 0.1% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 56,030 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 55,188 | $2M | 0.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 50,101 | $1M | 0.0% | 2026-Q2 |
| VARCOV Co. added | 48,746 | $1M | 0.0% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 45,321 | $1M | 0.0% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 44,815 | $2M | 0.1% | 2026-Q2 |
| MARTINGALE ASSET MANAGEMENT L P added | 43,764 | $1M | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 42,201 | $1M | 0.0% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 38,989 | $1M | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 37,309 | $1M | 0.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 36,346 | $1M | 0.0% | 2026-Q2 |
| Brevan Howard Capital Management LP added | 35,921 | $989K | 0.0% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 35,263 | $971K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 34,032 | $937K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 32,800 | $903K | 0.0% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 31,703 | $873K | 0.0% | 2026-Q2 |
| Quadrature Capital Ltd trimmed | 31,629 | $871K | 0.0% | 2026-Q2 |
| SEI INVESTMENTS CO added | 31,449 | $866K | 0.0% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 31,247 | $861K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 28,774 | $792K | 0.0% | 2026-Q2 |
| CAPSTONE INVESTMENT ADVISORS, LLC added | 28,704 | $791K | 0.0% | 2026-Q2 |
| Vident Advisory, LLC trimmed | 28,555 | $786K | 0.0% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 28,070 | $773K | 0.0% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 27,902 | $768K | 0.0% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. added | 27,856 | $767K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 27,465 | $756K | 0.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC new | 23,660 | $652K | 0.0% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 23,613 | $650K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 23,206 | $639K | 0.0% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 21,262 | $586K | 0.0% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP trimmed | 21,036 | $579K | 0.0% | 2026-Q2 |
| BARCLAYS PLC added | 20,432 | $563K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 19,814 | $546K | 0.0% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 19,641 | $541K | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd added | 19,446 | $536K | 0.0% | 2026-Q2 |
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.