CVI US Equity

CVR ENERGY INC

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Energy · Petroleum Refining · CIK 1376139 · FYE 1231

$34.62

+0.88 (+2.61%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding CVI · 2026-Q1 methodology → sources →

217 holders

% of shares outstanding held

101.1%

Shares held (13F)

101,599,959

Reporting holders

217

Institutional 13F holdings sum to 101.1% of shares outstanding. Readings above 100% reflect securities-lending double counting: shares on loan to short sellers are reported long by both the lending institution and the one that bought them. FINRA short interest of 6,027,185 shares (settlement 2026-04-30) accounts for the excess.

Top holders

largest 100 of 217 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ICAHN CARL C	71,201,87571.2M	$2.4B	70.83%	—
2	BlackRock, Inc.	4,791,8224.8M	$161M	4.77%	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	2,185,8272.2M	$74M	2.17%	NEW†
4	STATE STREET CORP	1,939,6691.9M	$65M	1.93%	ADD 9%
5	DIMENSIONAL FUND ADVISORS LP	1,908,0621.9M	$64M	1.90%	ADD 16%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,345,6591.3M	$45M	1.34%	NEW
7	Allianz Asset Management GmbH	992,518992,518	$33M	0.99%	ADD 51%
8	CastleKnight Management LP	948,431948,431	$32M	0.94%	NEW
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	812,291812,291	$27M	0.81%	TRIM -3%
10	MORGAN STANLEY	769,495769,495	$26M	0.77%	TRIM -8%
11	GEODE CAPITAL MANAGEMENT, LLC	730,377730,377	$25M	0.73%	ADD 3%
12	FMR LLC	681,049681,049	$23M	0.68%	ADD 594%
13	Invesco Ltd.	634,274634,274	$21M	0.63%	TRIM -11%
14	CITADEL ADVISORS LLC	573,311573,311	$19M	0.57%	—
15	BANK OF AMERICA CORP /DE/	562,390562,390	$19M	0.56%	TRIM -31%
16	TWO SIGMA INVESTMENTS, LP	506,912506,912	$17M	0.50%	TRIM -45%
17	GOLDMAN SACHS GROUP INC	491,805491,805	$17M	0.49%	TRIM -7%
18	Point72 Asset Management, L.P.	474,801474,801	$16M	0.47%	ADD 90%
19	CITIGROUP INC	472,440472,440	$16M	0.47%	ADD 23%
20	TUDOR INVESTMENT CORP ET AL	427,938427,938	$14M	0.43%	TRIM -18%
21	PDT Partners, LLC	366,677366,677	$12M	0.36%	ADD 85%
22	DEUTSCHE BANK AG\	365,745365,745	$12M	0.36%	ADD 137%
23	UBS Group AG	353,737353,737	$12M	0.35%	TRIM -58%
24	NORTHERN TRUST CORP	326,799326,799	$11M	0.33%	ADD 2%
25	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	316,650316,650	$11M	0.31%	TRIM -13%
26	Jump Financial, LLC	296,565296,565	$10M	0.29%	ADD 285%
27	JACOBS LEVY EQUITY MANAGEMENT, INC	290,455290,455	$10M	0.29%	TRIM -77%
28	RENAISSANCE TECHNOLOGIES LLC	282,333282,333	$10M	0.28%	TRIM -76%
29	MILLENNIUM MANAGEMENT LLC	265,234265,234	$9M	0.26%	ADD 1309%
30	FIRST TRUST ADVISORS LP	263,448263,448	$9M	0.26%	ADD 688%
31	Qube Research & Technologies Ltd	242,764242,764	$8M	0.24%	TRIM -12%
32	D. E. Shaw & Co., Inc.	225,296225,296	$8M	0.22%	TRIM -29%
33	VANGUARD FIDUCIARY TRUST CO	211,844211,844	$7M	0.21%	NEW
34	BNP PARIBAS FINANCIAL MARKETS	193,113193,113	$6M	0.19%	TRIM -69%
35	Soviero Asset Management, LP	187,898187,898	$6M	0.19%	NEW
36	Bank of New York Mellon Corp	184,781184,781	$6M	0.18%	TRIM -5%
37	ICON ADVISERS INC/CO	172,000172,000	$6M	0.17%	ADD 4%
38	Public Sector Pension Investment Board	161,550161,550	$5M	0.16%	TRIM -5%
39	Nuveen, LLC	152,313152,313	$5M	0.15%	—
40	PRINCIPAL FINANCIAL GROUP INC	147,522147,522	$5M	0.15%	ADD 2%
41	Balyasny Asset Management L.P.	140,136140,136	$5M	0.14%	ADD 718%
42	WELLINGTON MANAGEMENT GROUP LLP	138,273138,273	$5M	0.14%	NEW
43	NFJ INVESTMENT GROUP, LLC	119,962119,962	$4M	0.12%	NEW
44	AQR CAPITAL MANAGEMENT LLC	118,684118,684	$4M	0.12%	ADD 4%
45	Squarepoint Ops LLC	111,976111,976	$4M	0.11%	TRIM -70%
46	FEDERATED HERMES, INC.	107,752107,752	$4M	0.11%	NEW
47	MARSHALL WACE, LLP	105,925105,925	$4M	0.11%	NEW
48	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	105,684105,684	$4M	0.11%	TRIM -78%
49	RHUMBLINE ADVISERS	95,51795,517	$3M	0.10%	—
50	Verition Fund Management LLC	93,25093,250	$3M	0.09%	ADD 52%
51	WOLVERINE ASSET MANAGEMENT LLC	92,79392,793	$3M	0.09%	ADD 330%
52	GROUP ONE TRADING LLC	92,27492,274	$3M	0.09%	ADD 264%
53	ExodusPoint Capital Management, LP	92,23192,231	$3M	0.09%	NEW
54	CONGRESS ASSET MANAGEMENT CO	90,72690,726	$3M	0.09%	ADD 17%
55	AMERICAN CENTURY COMPANIES INC	85,00085,000	$3M	0.08%	TRIM -41%
56	AMERIPRISE FINANCIAL INC	81,54581,545	$3M	0.08%	TRIM -16%
57	Numerai GP LLC	74,74074,740	$3M	0.07%	NEW
58	Legal & General Group Plc	72,96872,968	$2M	0.07%	TRIM -11%
59	Swiss National Bank	69,40069,400	$2M	0.07%	—
60	Neo Ivy Capital Management	68,72468,724	$2M	0.07%	TRIM -56%
61	JONES FINANCIAL COMPANIES LLLP	66,01966,019	$2M	0.07%	ADD 220%
62	Polaris Capital Management, LLC	67,00067,000	$2M	0.07%	—
63	Voleon Capital Management LP	66,83766,837	$2M	0.07%	TRIM -68%
64	Magnetar Financial LLC	65,42465,424	$2M	0.07%	TRIM -64%
65	Rafferty Asset Management, LLC	62,42562,425	$2M	0.06%	ADD 22%
66	Quantbot Technologies LP	60,57560,575	$2M	0.06%	NEW
67	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	57,58257,582	$2M	0.06%	ADD 662%
68	Holocene Advisors, LP	51,67851,678	$2M	0.05%	NEW
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,44250,442	$2M	0.05%	TRIM -2%
70	NOMURA HOLDINGS INC	50,00050,000	$2M	0.05%	NEW
71	JPMORGAN CHASE & CO	47,05647,056	$2M	0.05%	TRIM -87%
72	Vident Advisory, LLC	45,44645,446	$2M	0.05%	ADD 47%
73	Fieldview Capital Management, LLC	43,53043,530	$1M	0.04%	NEW
74	CANADA PENSION PLAN INVESTMENT BOARD	41,30041,300	$1M	0.04%	ADD 7%
75	LPL Financial LLC	38,70138,701	$1M	0.04%	ADD 59%
76	Susquehanna Portfolio Strategies, LLC	37,31237,312	$1M	0.04%	ADD 3%
77	D.A. DAVIDSON & CO.	37,09037,090	$1M	0.04%	NEW
78	SUSQUEHANNA INTERNATIONAL GROUP, LLP	36,44236,442	$1M	0.04%	ADD 186%
79	Quadrature Capital Ltd	35,98835,988	$1M	0.04%	NEW
80	WINTON GROUP Ltd	35,86535,865	$1M	0.04%	ADD 143%
81	Advisors Asset Management, Inc.	34,02034,020	$1M	0.03%	TRIM -23%
82	ALLIANCEBERNSTEIN L.P.	44,79344,793	$1M	0.04%	TRIM -21%
83	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	33,54733,547	$1M	0.03%	—
84	ION Fund Management Ltd	33,38533,385	$1M	0.03%	—
85	PRICE T ROWE ASSOCIATES INC /MD/	32,90032,900	$1M	0.03%	ADD 26%
86	Tidal Investments LLC	32,54132,541	$1M	0.03%	NEW
87	PRUDENTIAL FINANCIAL INC	31,49331,493	$1M	0.03%	ADD 8%
88	DRW Securities, LLC	30,72730,727	$1M	0.03%	ADD 198%
89	CANADA LIFE ASSURANCE Co	30,10930,109	$1M	0.03%	—
90	VANGUARD ASSET MANAGEMENT, Ltd	27,90227,902	$938,902	0.03%	NEW
91	Brevan Howard Capital Management LP	27,71327,713	$932,542	0.03%	TRIM -54%
92	Man Group plc	25,71925,719	$865,445	0.03%	NEW
93	SEI INVESTMENTS CO	23,94023,940	$805,579	0.02%	ADD 76%
94	SG Americas Securities, LLC	22,06422,064	$742,000	0.02%	TRIM -24%
95	FRANKLIN RESOURCES INC	21,84221,842	$734,983	0.02%	NEW
96	AXQ CAPITAL, LP	21,68921,689	$729,835	0.02%	NEW
97	Empowered Funds, LLC	21,17121,171	$712,405	0.02%	ADD 15%
98	Amundi	20,38120,381	$685,821	0.02%	ADD 26%
99	OSAIC HOLDINGS, INC.	20,23120,231	$681,101	0.02%	ADD 48%
100	Thrivent Financial for Lutherans	20,13120,131	$677,000	0.02%	TRIM -3%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ICAHN CARL C

66.7M

68.5M

70.4M

71.2M

$2.4B

BlackRock, Inc.

5.7M

5.3M

4.9M

4.7M

4.8M

$161M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.2M

$74M

STATE STREET CORP

2.0M

1.9M

1.7M

1.8M

1.9M

$65M

DIMENSIONAL FUND ADVISORS LP

2.2M

2.1M

2.0M

1.6M

1.9M

$64M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.3M

$45M

Allianz Asset Management GmbH

232K

271K

458K

657K

993K

$33M

CastleKnight Management LP

—

948K

$32M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

783K

894K

913K

929K

836K

812K

$27M

MORGAN STANLEY

771K

662K

731K

1.1M

837K

769K

$26M

GEODE CAPITAL MANAGEMENT, LLC

774K

795K

755K

722K

712K

730K

$25M

FMR LLC

183K

189K

98K

681K

$23M

Invesco Ltd.

1.1M

989K

661K

599K

714K

634K

$21M

CITADEL ADVISORS LLC

876K

290K

1.9M

1.1M

563K

573K

$19M

BANK OF AMERICA CORP /DE/

186K

234K

351K

707K

812K

562K

$19M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	217	101,599,959	101.1%	$3.4B
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · CVI

Activists — 13D, active intent

ICAHN CARL C70.8%▲ +1ppSCHEDULE 13D/A · Amd 39 · event 2026-02-24SEC →

71,201,875 shares · 3 reporting persons

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

4.9%

QII

2025-06-30

SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding CVI · 2026-Q1 methodology → sources →

217 holders

% of shares outstanding held

101.1%

Shares held (13F)

101,599,959

Reporting holders

217

Top holders

largest 100 of 217 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	ICAHN CARL C	71,201,87571.2M	$2.4B	70.83%	—
2	BlackRock, Inc.	4,791,8224.8M	$161M	4.77%	—
3	VANGUARD PORTFOLIO MANAGEMENT LLC	2,185,8272.2M	$74M	2.17%	NEW†
4	STATE STREET CORP	1,939,6691.9M	$65M	1.93%	ADD 9%
5	DIMENSIONAL FUND ADVISORS LP	1,908,0621.9M	$64M	1.90%	ADD 16%
6	VANGUARD CAPITAL MANAGEMENT LLC	1,345,6591.3M	$45M	1.34%	NEW
7	Allianz Asset Management GmbH	992,518992,518	$33M	0.99%	ADD 51%
8	CastleKnight Management LP	948,431948,431	$32M	0.94%	NEW
9	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	812,291812,291	$27M	0.81%	TRIM -3%
10	MORGAN STANLEY	769,495769,495	$26M	0.77%	TRIM -8%
11	GEODE CAPITAL MANAGEMENT, LLC	730,377730,377	$25M	0.73%	ADD 3%
12	FMR LLC	681,049681,049	$23M	0.68%	ADD 594%
13	Invesco Ltd.	634,274634,274	$21M	0.63%	TRIM -11%
14	CITADEL ADVISORS LLC	573,311573,311	$19M	0.57%	—
15	BANK OF AMERICA CORP /DE/	562,390562,390	$19M	0.56%	TRIM -31%
16	TWO SIGMA INVESTMENTS, LP	506,912506,912	$17M	0.50%	TRIM -45%
17	GOLDMAN SACHS GROUP INC	491,805491,805	$17M	0.49%	TRIM -7%
18	Point72 Asset Management, L.P.	474,801474,801	$16M	0.47%	ADD 90%
19	CITIGROUP INC	472,440472,440	$16M	0.47%	ADD 23%
20	TUDOR INVESTMENT CORP ET AL	427,938427,938	$14M	0.43%	TRIM -18%
21	PDT Partners, LLC	366,677366,677	$12M	0.36%	ADD 85%
22	DEUTSCHE BANK AG\	365,745365,745	$12M	0.36%	ADD 137%
23	UBS Group AG	353,737353,737	$12M	0.35%	TRIM -58%
24	NORTHERN TRUST CORP	326,799326,799	$11M	0.33%	ADD 2%
25	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	316,650316,650	$11M	0.31%	TRIM -13%
26	Jump Financial, LLC	296,565296,565	$10M	0.29%	ADD 285%
27	JACOBS LEVY EQUITY MANAGEMENT, INC	290,455290,455	$10M	0.29%	TRIM -77%
28	RENAISSANCE TECHNOLOGIES LLC	282,333282,333	$10M	0.28%	TRIM -76%
29	MILLENNIUM MANAGEMENT LLC	265,234265,234	$9M	0.26%	ADD 1309%
30	FIRST TRUST ADVISORS LP	263,448263,448	$9M	0.26%	ADD 688%
31	Qube Research & Technologies Ltd	242,764242,764	$8M	0.24%	TRIM -12%
32	D. E. Shaw & Co., Inc.	225,296225,296	$8M	0.22%	TRIM -29%
33	VANGUARD FIDUCIARY TRUST CO	211,844211,844	$7M	0.21%	NEW
34	BNP PARIBAS FINANCIAL MARKETS	193,113193,113	$6M	0.19%	TRIM -69%
35	Soviero Asset Management, LP	187,898187,898	$6M	0.19%	NEW
36	Bank of New York Mellon Corp	184,781184,781	$6M	0.18%	TRIM -5%
37	ICON ADVISERS INC/CO	172,000172,000	$6M	0.17%	ADD 4%
38	Public Sector Pension Investment Board	161,550161,550	$5M	0.16%	TRIM -5%
39	Nuveen, LLC	152,313152,313	$5M	0.15%	—
40	PRINCIPAL FINANCIAL GROUP INC	147,522147,522	$5M	0.15%	ADD 2%
41	Balyasny Asset Management L.P.	140,136140,136	$5M	0.14%	ADD 718%
42	WELLINGTON MANAGEMENT GROUP LLP	138,273138,273	$5M	0.14%	NEW
43	NFJ INVESTMENT GROUP, LLC	119,962119,962	$4M	0.12%	NEW
44	AQR CAPITAL MANAGEMENT LLC	118,684118,684	$4M	0.12%	ADD 4%
45	Squarepoint Ops LLC	111,976111,976	$4M	0.11%	TRIM -70%
46	FEDERATED HERMES, INC.	107,752107,752	$4M	0.11%	NEW
47	MARSHALL WACE, LLP	105,925105,925	$4M	0.11%	NEW
48	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	105,684105,684	$4M	0.11%	TRIM -78%
49	RHUMBLINE ADVISERS	95,51795,517	$3M	0.10%	—
50	Verition Fund Management LLC	93,25093,250	$3M	0.09%	ADD 52%
51	WOLVERINE ASSET MANAGEMENT LLC	92,79392,793	$3M	0.09%	ADD 330%
52	GROUP ONE TRADING LLC	92,27492,274	$3M	0.09%	ADD 264%
53	ExodusPoint Capital Management, LP	92,23192,231	$3M	0.09%	NEW
54	CONGRESS ASSET MANAGEMENT CO	90,72690,726	$3M	0.09%	ADD 17%
55	AMERICAN CENTURY COMPANIES INC	85,00085,000	$3M	0.08%	TRIM -41%
56	AMERIPRISE FINANCIAL INC	81,54581,545	$3M	0.08%	TRIM -16%
57	Numerai GP LLC	74,74074,740	$3M	0.07%	NEW
58	Legal & General Group Plc	72,96872,968	$2M	0.07%	TRIM -11%
59	Swiss National Bank	69,40069,400	$2M	0.07%	—
60	Neo Ivy Capital Management	68,72468,724	$2M	0.07%	TRIM -56%
61	JONES FINANCIAL COMPANIES LLLP	66,01966,019	$2M	0.07%	ADD 220%
62	Polaris Capital Management, LLC	67,00067,000	$2M	0.07%	—
63	Voleon Capital Management LP	66,83766,837	$2M	0.07%	TRIM -68%
64	Magnetar Financial LLC	65,42465,424	$2M	0.07%	TRIM -64%
65	Rafferty Asset Management, LLC	62,42562,425	$2M	0.06%	ADD 22%
66	Quantbot Technologies LP	60,57560,575	$2M	0.06%	NEW
67	TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	57,58257,582	$2M	0.06%	ADD 662%
68	Holocene Advisors, LP	51,67851,678	$2M	0.05%	NEW
69	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	50,44250,442	$2M	0.05%	TRIM -2%
70	NOMURA HOLDINGS INC	50,00050,000	$2M	0.05%	NEW
71	JPMORGAN CHASE & CO	47,05647,056	$2M	0.05%	TRIM -87%
72	Vident Advisory, LLC	45,44645,446	$2M	0.05%	ADD 47%
73	Fieldview Capital Management, LLC	43,53043,530	$1M	0.04%	NEW
74	CANADA PENSION PLAN INVESTMENT BOARD	41,30041,300	$1M	0.04%	ADD 7%
75	LPL Financial LLC	38,70138,701	$1M	0.04%	ADD 59%
76	Susquehanna Portfolio Strategies, LLC	37,31237,312	$1M	0.04%	ADD 3%
77	D.A. DAVIDSON & CO.	37,09037,090	$1M	0.04%	NEW
78	SUSQUEHANNA INTERNATIONAL GROUP, LLP	36,44236,442	$1M	0.04%	ADD 186%
79	Quadrature Capital Ltd	35,98835,988	$1M	0.04%	NEW
80	WINTON GROUP Ltd	35,86535,865	$1M	0.04%	ADD 143%
81	Advisors Asset Management, Inc.	34,02034,020	$1M	0.03%	TRIM -23%
82	ALLIANCEBERNSTEIN L.P.	44,79344,793	$1M	0.04%	TRIM -21%
83	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	33,54733,547	$1M	0.03%	—
84	ION Fund Management Ltd	33,38533,385	$1M	0.03%	—
85	PRICE T ROWE ASSOCIATES INC /MD/	32,90032,900	$1M	0.03%	ADD 26%
86	Tidal Investments LLC	32,54132,541	$1M	0.03%	NEW
87	PRUDENTIAL FINANCIAL INC	31,49331,493	$1M	0.03%	ADD 8%
88	DRW Securities, LLC	30,72730,727	$1M	0.03%	ADD 198%
89	CANADA LIFE ASSURANCE Co	30,10930,109	$1M	0.03%	—
90	VANGUARD ASSET MANAGEMENT, Ltd	27,90227,902	$938,902	0.03%	NEW
91	Brevan Howard Capital Management LP	27,71327,713	$932,542	0.03%	TRIM -54%
92	Man Group plc	25,71925,719	$865,445	0.03%	NEW
93	SEI INVESTMENTS CO	23,94023,940	$805,579	0.02%	ADD 76%
94	SG Americas Securities, LLC	22,06422,064	$742,000	0.02%	TRIM -24%
95	FRANKLIN RESOURCES INC	21,84221,842	$734,983	0.02%	NEW
96	AXQ CAPITAL, LP	21,68921,689	$729,835	0.02%	NEW
97	Empowered Funds, LLC	21,17121,171	$712,405	0.02%	ADD 15%
98	Amundi	20,38120,381	$685,821	0.02%	ADD 26%
99	OSAIC HOLDINGS, INC.	20,23120,231	$681,101	0.02%	ADD 48%
100	Thrivent Financial for Lutherans	20,13120,131	$677,000	0.02%	TRIM -3%

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

ICAHN CARL C

66.7M

68.5M

70.4M

71.2M

$2.4B

BlackRock, Inc.

5.7M

5.3M

4.9M

4.7M

4.8M

$161M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

2.2M

$74M

STATE STREET CORP

2.0M

1.9M

1.7M

1.8M

1.9M

$65M

DIMENSIONAL FUND ADVISORS LP

2.2M

2.1M

2.0M

1.6M

1.9M

$64M

VANGUARD CAPITAL MANAGEMENT LLC

—

1.3M

$45M

Allianz Asset Management GmbH

232K

271K

458K

657K

993K

$33M

CastleKnight Management LP

—

948K

$32M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

783K

894K

913K

929K

836K

812K

$27M

MORGAN STANLEY

771K

662K

731K

1.1M

837K

769K

$26M

GEODE CAPITAL MANAGEMENT, LLC

774K

795K

755K

722K

712K

730K

$25M

FMR LLC

183K

189K

98K

681K

$23M

Invesco Ltd.

1.1M

989K

661K

599K

714K

634K

$21M

CITADEL ADVISORS LLC

876K

290K

1.9M

1.1M

563K

573K

$19M

BANK OF AMERICA CORP /DE/

186K

234K

351K

707K

812K

562K

$19M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	217	101,599,959	101.1%	$3.4B
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · CVI

Activists — 13D, active intent

ICAHN CARL C70.8%▲ +1ppSCHEDULE 13D/A · Amd 39 · event 2026-02-24SEC →

71,201,875 shares · 3 reporting persons

Large holders — 13G, passive (top 1 by % of class)

Holder

% of class

Type

As of

BlackRock, Inc.

4.9%

QII

2025-06-30

SEC →

CVI US Equity☆

Institutional ownership· 13F filers holding CVI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CVI

Institutional ownership· 13F filers holding CVI · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · CVI

CVI US Equity