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CVR Energy Inc (CVI)

CUSIP: 12662P108 | NYSE | Energy · Oil & Gas Refining & Marketing | Mid Cap | 958 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13D/AIcahn Carl C71,201,87570.8%UnchangedNov 2, 2026125d ahead of 13F (71,201,875 sh) · no change
13D/AIcahn Carl C71,201,875
70.8% of class · Nov 2, 2026Unchanged
125d ahead of 13F (71,201,875 sh) · no change

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP2,061,557
0.0% of portfolio›$105.1M
Citigroup Inc574,868
0.0% of portfolio›$29.3M
Bank of New York Mellon Corp179,473
0.0% of portfolio›$9.2M
Principal Financial Group Inc141,324
0.0% of portfolio›$7.2M
Congress Asset Management Co110,723
0.0% of portfolio›$5.6M
Exchange Traded Concepts, LLC57,090
0.0% of portfolio›$2.9M
Polaris Capital Management, LLC52,000
0.3% of portfolio›$2.7M
Fulcrum Asset Management LLP31,344
0.1% of portfolio›$1.6M
SummerHaven Investment Management, LLC29,529
0.8% of portfolio›$1.5M
Y-Intercept (Hong Kong) Ltd24,927
0.0% of portfolio›$1.3M
Imc-Chicago, LLC20,178
0.0% of portfolio›$1.0M
Thrivent Financial for Lutherans18,543
0.0% of portfolio›$946.0K
Creative Planning16,569
0.0% of portfolio›$844.8K
Wolverine Asset Management LLC15,340
0.0% of portfolio›$782.2K
Simplex Trading, LLC14,960
0.0% of portfolio›$762.8K
Illinois Municipal Retirement Fund13,501
0.0% of portfolio›$688.4K
New York State Teachers Retirement System13,112
0.0% of portfolio›$669.0K
Louisiana State Employees Retirement System12,400
0.0% of portfolio›$632.3K
Commonwealth Equity Services, LLC10,974
0.0% of portfolio›$559.6K
Arizona State Retirement System8,492
0.0% of portfolio›$433.0K
State of Alaska, Department of Revenue7,821
0.0% of portfolio›$398.0K
Amalgamated Bank7,581
0.0% of portfolio›$387.0K
Yousif Capital Management, LLC7,429
0.0% of portfolio›$378.8K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS6,869
0.0% of portfolio›$350.3K
Quadrant Capital Group LLC6,693
0.0% of portfolio›$422.5K
Wealth Enhancement Advisory Services, LLC6,527
0.0% of portfolio›$388.6K
Oregon Public Employees Retirement Fund6,502
0.0% of portfolio›$331.5K
Daiwa Securities Group Inc.5,398
0.0% of portfolio›$275.2K
Pictet Asset Management Holding SA5,047
0.0% of portfolio›$257.3K
GF Fund Management Co. Ltd.4,752
0.0% of portfolio›$242.3K
CIBC Asset Management Inc4,217
0.0% of portfolio›$215.0K
State of Wyoming4,200
0.0% of portfolio›$214.2K
ProShare Advisors LLC4,103
0.0% of portfolio›$209.2K
Bayforest Capital Ltd2,774
0.2% of portfolio›$141.4K
Gamma Investing LLC2,420
0.0% of portfolio›$123.4K
Pinnacle Wealth Planning Services, Inc.1,998
0.0% of portfolio›$101.9K
Caitong International Asset Management Co., Ltd1,531
0.0% of portfolio›$78.1K
CX Institutional1,311
0.0% of portfolio›$67
Harbor Capital Advisors, Inc.1,205
0.0% of portfolio›$61.0K
Farther Finance Advisors, LLC1,153
0.0% of portfolio›$58.8K
Larson Financial Group LLC1,036
0.0% of portfolio›$52.8K
Sterling Capital Management LLC999
0.0% of portfolio›$50.9K
DekaBank Deutsche Girozentrale752
0.0% of portfolio›$39
Parallel Advisors, LLC668
0.0% of portfolio›$34.1K
Nisa Investment Advisors, LLC584
0.0% of portfolio›$29.8K
SBI Securities Co., Ltd.493
0.0% of portfolio›$25.1K
EverSource Wealth Advisors, LLC445
0.0% of portfolio›$22.7K
Signaturefd, LLC414
0.0% of portfolio›$21.1K
Versant Capital Management, Inc407
0.0% of portfolio›$20.8K
TD Waterhouse Canada Inc.380
0.0% of portfolio›$20.7K
Salomon & Ludwin, LLC357
0.0% of portfolio›$18.2K
Rossby Financial, LCC300
0.0% of portfolio›$15.3K
Reyes Financial Architecture, Inc.235
0.0% of portfolio›$12.0K
Parkside Financial Bank & Trust200
0.0% of portfolio›$10.2K
Financial Network Wealth Advisors LLC192
0.0% of portfolio›$9.8K
Root Financial Partners, LLC140
0.0% of portfolio›$7.1K
Private Wealth Management Group, LLC139
0.0% of portfolio›$7.1K
Marquette Asset Management, LLC73
0.0% of portfolio›$3.7K
Fortitude Family Office, LLC72
0.0% of portfolio›$3.7K
Capital Advisors, Ltd. LLC65
0.0% of portfolio›$3
Bare Financial Services, Inc37
0.0% of portfolio›$1.9K
Farmers & Merchants Investments Inc32
0.0% of portfolio›$1.6K
Ascentis Wealth Management, LLC30
0.0% of portfolio›$1.5K
Torren Management, LLC20
0.0% of portfolio›$1.0K
CoreCap Advisors, LLC20
0.0% of portfolio›$1.0K
Assetmark, Inc20
0.0% of portfolio›$1.0K
JFS Wealth Advisors, LLC19
0.0% of portfolio›$969
Creative Capital Management Investments LLC15
0.0% of portfolio›$765
IFP Advisors, Inc14
0.0% of portfolio›$714
Covestor Ltd13
0.0% of portfolio›$1
UMB Private Wealth Management, LLC10
0.0% of portfolio›$510
Owl Creek Wealth Partners LLC10
0.0% of portfolio›$510
SJS Investment Consulting Inc.10
0.0% of portfolio›$510
Essential Partners LLC8
0.0% of portfolio›$408
DiNuzzo Private Wealth, Inc.5
0.0% of portfolio›$255
Gilpin Wealth Management, LLC5
0.0% of portfolio›$255
Valley National Advisers Inc5
0.0% of portfolio›$255
Financial Consulate, Inc2
0.0% of portfolio›$102
Provenance Wealth Advisors, LLC2
0.0% of portfolio›$102
Davis Capital Management2
0.0% of portfolio›$102
Signature Resources Capital Management, LLC1
0.0% of portfolio›$51
Hughes Financial Services, LLC1
0.0% of portfolio›$57
Bay Harbor Wealth Management, LLC1
0.0% of portfolio›$51
DecisionPoint Financial, LLC1
0.0% of portfolio›$55
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
2,061,557$105.1M0.0%IndexLowAustin, TX2026-11-04
Citigroup Inc
574,868$29.3M0.0%CoreMediumNew York, NY2026-11-04
Bank of New York Mellon Corp
179,473$9.2M0.0%CoreLowNew York, NY2026-11-05
Principal Financial Group Inc
141,324$7.2M0.0%CoreLowDes Moines, IA2026-11-02
Congress Asset Management Co
110,723$5.6M0.0%GrowthMediumBoston, MA2026-10-06
Exchange Traded Concepts, LLC
57,090$2.9M0.0%GrowthMediumOklahoma City, OK2026-10-28
Polaris Capital Management, LLC
52,000$2.7M0.3%Deep ValueLowBoston, MA2026-10-21
Fulcrum Asset Management LLP
31,344$1.6M0.1%CoreMediumLondon, United Kingdom2026-11-04
SummerHaven Investment Management, LLC
29,529$1.5M0.8%Deep ValueHighStamford, CT2026-10-19
Y-Intercept (Hong Kong) Ltd
24,927$1.3M0.0%ValueVery HighHong Kong, South Korea2026-10-16
Imc-Chicago, LLC
20,178$1.0M0.0%GARPVery HighChicago, IL2026-11-05
Thrivent Financial for Lutherans
18,543$946.0K0.0%GARPMediumMinneapolis, MN2026-11-05
Creative Planning
16,569$844.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Wolverine Asset Management LLC
15,340$782.2K0.0%Deep ValueVery HighChicago, IL2026-11-02
Simplex Trading, LLC
14,960$762.8K0.0%CoreVery HighChicago, IL2026-11-04
Illinois Municipal Retirement Fund
13,501$688.4K0.0%CoreMediumOak Brook, IL2026-11-05
New York State Teachers Retirement System
13,112$669.0K0.0%CoreVery LowAlbany, NY2026-10-22
Louisiana State Employees Retirement System
12,400$632.3K0.0%IndexLowBaton Rouge, LA2026-10-20
Commonwealth Equity Services, LLC
10,974$559.6K0.0%ETFLowWaltham, MA2026-11-02
Arizona State Retirement System
8,492$433.0K0.0%IndexVery LowPhoenix, AZ2026-11-03
State of Alaska, Department of Revenue
7,821$398.0K0.0%CoreVery LowJuneau, AK2026-10-15
Amalgamated Bank
7,581$387.0K0.0%CoreVery LowNew York, NY2026-10-23
Yousif Capital Management, LLC
7,429$378.8K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
6,869$350.3K0.0%CoreLowHarrisburg, PA2026-11-03
Quadrant Capital Group LLC
6,693$422.5K0.0%CoreLowCincinnati, OH2026-10-20
Wealth Enhancement Advisory Services, LLC
6,527$388.6K0.0%CoreLowPlymouth, MN2026-10-13
Oregon Public Employees Retirement Fund
6,502$331.5K0.0%IndexVery LowTigard, OR2026-10-30
Daiwa Securities Group Inc.
5,398$275.2K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
Pictet Asset Management Holding SA
5,047$257.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
GF Fund Management Co. Ltd.
4,752$242.3K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
CIBC Asset Management Inc
4,217$215.0K0.0%GARPLowToronto, South Africa2026-11-05
State of Wyoming
4,200$214.2K0.0%ValueHighCheyenne, WY2026-10-28
ProShare Advisors LLC
4,103$209.2K0.0%GrowthLowBethesda, MD2026-10-29
Bayforest Capital Ltd
2,774$141.4K0.2%Deep ValueVery HighLondon, United Kingdom2026-11-03
Gamma Investing LLC
2,420$123.4K0.0%IndexVery LowFoster City, CA2026-10-08
Pinnacle Wealth Planning Services, Inc.
1,998$101.9K0.0%GARPLowMansfield, OH2026-10-27
Caitong International Asset Management Co., Ltd
1,531$78.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
CX Institutional
1,311$670.0%CoreMediumAuburn, IN2026-10-02
Harbor Capital Advisors, Inc.
1,205$61.0K0.0%ValueHighChicago, IL2026-10-22
Farther Finance Advisors, LLC
1,153$58.8K0.0%IndexLowSan Francisco, CA2026-10-08
Larson Financial Group LLC
1,036$52.8K0.0%GrowthLowSt Louis, MO2026-11-05
Sterling Capital Management LLC
999$50.9K0.0%GARPMediumCharlotte, NC2026-10-22
DekaBank Deutsche Girozentrale
752$390.0%CoreLowFrankfurt, Hong Kong2026-10-27
Parallel Advisors, LLC
668$34.1K0.0%IndexLowSan Francisco, CA2026-11-03
Nisa Investment Advisors, LLC
584$29.8K0.0%IndexVery LowSt. Louis, MO2026-10-20
SBI Securities Co., Ltd.
493$25.1K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
EverSource Wealth Advisors, LLC
445$22.7K0.0%CoreMediumBirmingham, AL2026-11-04
Signaturefd, LLC
414$21.1K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
407$20.8K0.0%GARPLowPhoenix, AZ2026-10-02
TD Waterhouse Canada Inc.
380$20.7K0.0%CoreLowToronto, Australia2026-10-16
Salomon & Ludwin, LLC
357$18.2K0.0%ETFVery LowRichmond, VA2026-10-29
Rossby Financial, LCC
300$15.3K0.0%ETFMediumMelbourne, FL2026-11-05
Reyes Financial Architecture, Inc.
235$12.0K0.0%ETFVery HighSan Diego, CA2026-10-22
Parkside Financial Bank & Trust
200$10.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
Financial Network Wealth Advisors LLC
192$9.8K0.0%ETFLowMurray, UT2026-10-28
Root Financial Partners, LLC
140$7.1K0.0%ETFMediumEncinitas, CA2026-10-21
Private Wealth Management Group, LLC
139$7.1K0.0%ETFLowPrinceton, NJ2026-10-19
Marquette Asset Management, LLC
73$3.7K0.0%ETFVery LowMinneapolis, MN2026-10-09
Fortitude Family Office, LLC
72$3.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Capital Advisors, Ltd. LLC
65$30.0%ETFLowShaker Heights, OH2026-10-27
Bare Financial Services, Inc
37$1.9K0.0%ETFVery LowGap, PA2026-11-04
Farmers & Merchants Investments Inc
32$1.6K0.0%CoreVery LowLincoln, NE2026-10-22
Ascentis Wealth Management, LLC
30$1.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Torren Management, LLC
20$1.0K0.0%ETFMediumSan Diego, CA2026-10-29
CoreCap Advisors, LLC
20$1.0K0.0%ETFMediumSouthfield, MI2026-10-08
Assetmark, Inc
20$1.0K0.0%ETFLowConcord, CA2026-10-21
JFS Wealth Advisors, LLC
19$9690.0%ETFVery LowHermitage, PA2026-11-03
Creative Capital Management Investments LLC
15$7650.0%ETFLowSan Diego, CA2026-10-28
IFP Advisors, Inc
14$7140.0%GrowthLowTampa, FL2026-10-16
Covestor Ltd
13$10.0%ValueHighLondon, United Kingdom2026-10-30
UMB Private Wealth Management, LLC
10$5100.0%GrowthN/AKansas City, MO2026-10-19
Owl Creek Wealth Partners LLC
10$5100.0%IndexLowGreenwood Village, CO2026-10-20
SJS Investment Consulting Inc.
10$5100.0%ETFVery LowSylvania, OH2026-10-26
Essential Partners LLC
8$4080.0%ValueMediumRancho Santa Fe, CA2026-10-14
DiNuzzo Private Wealth, Inc.
5$2550.0%ETFLowBeaver, PA2026-10-16
Gilpin Wealth Management, LLC
5$2550.0%GrowthLowDenver, CO2026-10-09
Valley National Advisers Inc
5$2550.0%ETFLowBethlehem, PA2026-10-23
Financial Consulate, Inc
2$1020.0%ETFLowHunt Valley, MD2026-10-23
Provenance Wealth Advisors, LLC
2$1020.0%ETFLowFort Lauderdale, FL2026-10-30
Davis Capital Management
2$1020.0%CoreLowJacksonville, FL2026-10-08
Signature Resources Capital Management, LLC
1$510.0%ETFLowNewport Beach, CA2026-10-16
Hughes Financial Services, LLC
1$570.0%ETFLowHerndon, VA2026-10-30
Bay Harbor Wealth Management, LLC
1$510.0%ETFMediumHunt Valley, MD2026-11-03
DecisionPoint Financial, LLC
1$550.0%ETFVery LowMesa, AZ2026-10-27