DOSSIER · 13F Holders · Q1 2026Energy · Petroleum Refining
CVI

CVR ENERGY INC

231 institutions still hold CVR ENERGY INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12662P108·Petroleum Refining·231 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$3.1B
visible holders
Holders
231
filers reporting
Concentration
76.54%
ICAHN CARL C #1
top holder share
AI Holders Summary · Q1 2026

Congress Asset Management alone controls 78% of CVR Energy's (CVI) institutional ownership — $2.53 million of the $3.25 million tracked across just 14 holders. This quarter Congress added a marginal 1.1% to its share count (a real $28,394 buy) even as the position's reported dollar value fell $525,936 — a decline driven almost entirely by the stock's price, not by any meaningful change in Congress's holding. Camelot Portfolios, the second-largest holder, cut 6.5% of its shares (a real $28,504 reduction) — coincidentally an almost identical share-count move to Congress's addition, though the two are unrelated transactions. Marquette Asset Management and CX Institutional both opened small new positions.

One holder, 78% of the book, essentially unchanged

Congress Asset Management's $2.53 million stake represents 78% of all tracked institutional value in CVR Energy. This quarter its share count rose from 90,726 to 91,757 — a modest 1.1% increase and a genuine $28,394 real addition — even though the position's reported dollar value fell $525,936. That decline is a function of the stock's price movement over the quarter, not a change in Congress's holding: the share-count data shows the position was essentially flat, with a small real add.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ICAHN CARL C
CIK 0000921669
$2.4B71.2M28.01%Q1 2026
02
BlackRock, Inc.
CIK 0002012383
$161M4.8M0.00%Q1 2026
03
Vanguard Portfolio Management
CIK 0002100121· Index
$74M2.2M0.00%Q1 2026
04
STATE STREET CORP
CIK 0000093751
$65M1.9M0.00%Q1 2026
05
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$64M1.9M0.01%Q1 2026
06
CastleKnight Management LP
CIK 0001835751
$49M1.4M0.81%Q1 2026
07
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$45M1.3M0.00%Q1 2026
08
Allianz Asset Management GmbH
CIK 0001535323
$33M993K0.04%Q1 2026
09
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$27M812K0.00%Q1 2026
10
MORGAN STANLEY
CIK 0000895421
$26M769K0.00%Q1 2026
11
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$25M730K0.00%Q1 2026
12
FMR LLC
CIK 0000315066
$23M681K0.00%Q1 2026
13
Invesco Ltd.
CIK 0000914208
$21M634K0.00%Q1 2026
14
CITADEL ADVISORS LLC
CIK 0001423053
$19M752K0.00%Q4 2025
15
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M562K0.00%Q1 2026
16
GOLDMAN SACHS GROUP INC
CIK 0000886982
$18M541K0.00%Q1 2026
17
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$17M507K0.01%Q1 2026
18
Point72 Asset Management, L.P.
CIK 0001603466
$17M500K0.02%Q1 2026
19
CITIGROUP INC
CIK 0000831001
$16M472K0.01%Q1 2026
20
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
$15M434K0.03%Q1 2026
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Insiders at CVR ENERGY INC
Wright Michael H. Jr.Conaway Jeffrey D.Neumann Dane J.Johnson Charles DouglasBuhrig Melissa M