CVR Energy Ownership | Who Owns CVR Energy?

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CVR Energy Ownership Summary

CVR Energy is owned by 102.63% institutional investors. Icahn carl c is the largest institutional shareholder, holding 66.36% of CVI shares. Pacer US Small Cap Cash Cows 100 ETF is the top mutual fund, with 6.19% of its assets in CVR Energy shares.

CVI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	CVR Energy	102.63%	-	-2.63%
Sector	Energy Stocks	59.12%	12.79%	28.09%
Industry	Oil & Gas Refining & Marketing Stocks	59.70%	9.89%	30.42%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Icahn carl c	66.69M	66.36%	$1.79B
Pacer advisors	6.76M	6.73%	$181.06M
Blackrock	5.00M	4.97%	$133.83M
Vanguard group	4.12M	4.10%	$110.42M
Dimensional fund advisors lp	2.07M	2.06%	$55.48M
State street	1.76M	1.75%	$47.05M
Invesco	1.10M	1.09%	$29.41M
Bank of new york mellon	975.32K	0.97%	$26.11M
Geode capital management	803.66K	0.80%	$21.52M
Towle	745.80K	0.74%	$19.97M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Icahn carl c	66.69M	16.47%	$1.79B
Towle	745.80K	2.62%	$19.97M
Systematic portfolios	13.03K	2.42%	$348.68K
Sir capital management	668.94K	1.78%	$17.91M
Denali advisors	159.16K	1.17%	$4.26M
Cypress capital management llc (wy)	36.55K	1.04%	$978.34K
Cambria investment management	373.11K	0.61%	$9.99M
Neo ivy capital management	92.78K	0.49%	$2.48M
Hussman strategic advisors	63.00K	0.46%	$1.69M
Summerhaven investment management	24.51K	0.43%	$656.16K

Top Buyers

Holder	Shares	% Assets	Change
Pacer advisors	6.76M	0.41%	1.07M
Towle	745.80K	2.62%	712.68K
Sir capital management	668.94K	1.78%	668.94K
Norges bank	532.11K	0.00%	532.11K
Northern trust	600.32K	0.00%	281.84K

Top Sellers

Holder	Shares	% Assets	Change
Arrowstreet capital, limited partnership	-	-	-939.36K
State street	1.76M	0.00%	-917.05K
Renaissance	559.33K	0.03%	-447.65K
Two sigma investments, lp	452.41K	0.03%	-188.49K
Hennessy advisors	-	-	-143.00K

New Positions

Holder	Shares	% Assets	Change	Value
Sir capital management	668.94K	1.78%	668.94K	$17.91M
Norges bank	532.11K	0.00%	532.11K	$14.24M
Neo ivy capital management	92.78K	0.49%	92.78K	$2.48M
Holocene advisors, lp	76.77K	0.01%	76.77K	$2.06M
Hussman strategic advisors	63.00K	0.46%	63.00K	$1.69M

Sold Out

Holder	Change
Tfo-tdc	-2.00
Financial gravity asset management	-2.00
Rfp financial group	-5.00
Advisornet financial	-7.00
Nelson, van denburg & campbell wealth management group	-11.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	223	-2.19%	103,143,697	-0.41%	102	0.97%	120	-10.45%	62	-1.59%
Jun 30, 2024	228	-5.79%	103,572,549	0.30%	103	0.98%	134	26.42%	63	-30.77%
Mar 31, 2024	242	1.26%	103,262,288	-2.13%	102	0.93%	106	-23.74%	91	46.77%
Dec 31, 2023	239	4.37%	105,511,371	3.15%	104	1.01%	139	-2.11%	62	5.08%
Sep 30, 2023	229	23.78%	102,288,419	2.58%	101	1.03%	142	69.05%	59	-18.06%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Pacer US Small Cap Cash Cows 100 ETF	6.23M	6.19%	-1.60K
iShares Core S&P Small-Cap ETF	2.18M	2.17%	2.29K
Vanguard Total Stock Mkt Idx Inv	1.11M	1.10%	1.66K
iShares Russell 2000 ETF	915.93K	0.91%	-2.06K
Vanguard Small Cap Index	883.80K	0.88%	1.75K
SPDR® S&P Oil & Gas Explor & Prodtn ETF	716.72K	0.71%	-3.89K
Vanguard Small Cap Value Index Inv	596.19K	0.59%	-204.00
WisdomTree US SmallCap Dividend ETF	552.72K	0.55%	-
Avantis US Small Cap Value ETF	531.99K	0.53%	-
Invesco S&P SmallCap 600 Revenue ETF	469.11K	0.47%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 11, 2023	ICAHN CARL C	-	Sell	$144.32M
Aug 23, 2023	ICAHN CARL C	-	Sell	$316.93K
Aug 18, 2023	ICAHN CARL C	-	Sell	$5.25M
Aug 21, 2023	ICAHN CARL C	-	Sell	$4.15M
Aug 22, 2023	ICAHN CARL C	-	Sell	$4.40M

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q2	-	-
2024 Q1	-	-
2023 Q4	-	-
2023 Q3	-	5

CVI Ownership FAQ

Who Owns CVR Energy?

CVR Energy shareholders are primarily institutional investors at 102.63%, followed by 0% insiders and 0% retail investors. The average institutional ownership in CVR Energy's industry, Oil & Gas Refining & Marketing Stocks, is 59.70%, which CVR Energy exceeds.

Who owns the most shares of CVR Energy?

CVR Energy’s largest shareholders are Icahn carl c (66.69M shares, 66.36%), Pacer advisors (6.76M shares, 6.73%), and Blackrock (5M shares, 4.97%). Together, they hold 78.06% of CVR Energy’s total shares outstanding.

Does Blackrock own CVR Energy?

Yes, BlackRock owns 4.97% of CVR Energy, totaling 5M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 133.83M$. In the last quarter, BlackRock increased its holdings by 153.4K shares, a 3.17% change.

Who is CVR Energy’s biggest shareholder by percentage of total assets invested?

Icahn carl c is CVR Energy’s biggest shareholder by percentage of total assets invested, with 16.47% of its assets in 66.69M CVR Energy shares, valued at 1.79B$.

Who is the top mutual fund holder of CVR Energy shares?

Pacer US Small Cap Cash Cows 100 ETF is the top mutual fund holder of CVR Energy shares, with 6.19% of its total shares outstanding invested in 6.23M CVR Energy shares.

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