Institutional Ownership Cvr Energy Inc (CVI)
This table provides information about the institutional ownership of Cvr Energy Inc (CVI). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 98.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
95
shares
|
$2,748
0.0% of portfolio
|
Q1 2025
Reduced 37.91%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
72
shares
|
$2,082
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
67
shares
|
$1,938
0.0% of portfolio
|
Q1 2025
Reduced 93.39%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
65
shares
|
$1,880
0.0% of portfolio
|
Q2 2025
Added 22.64%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
54
shares
|
$1,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
52
shares
|
$1,504
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
46
shares
|
$1,330
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
43
shares
|
$1,243
0.0% of portfolio
|
Q4 2024
Added 168.75%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
37
shares
|
$1,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
34
shares
|
$983
0.0% of portfolio
|
Q1 2025
Added 70.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
32
shares
|
$925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
29
shares
|
$838
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
28
shares
|
$810
0.0% of portfolio
|
Q2 2025
Reduced 60.56%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25
shares
|
$723
0.0% of portfolio
|
Q2 2020
Reduced 73.71%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
24
shares
|
$694
0.0% of portfolio
|
Q1 2025
Added 2300.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
22
shares
|
$636
0.0% of portfolio
|
Q1 2024
Added 4.76%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
20
shares
|
$578
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
20
shares
|
$578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
16
shares
|
$462
0.0% of portfolio
|
Q4 2024
Added 166.67%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
13
shares
|
$376
0.0% of portfolio
|
Q4 2024
Added 44.44%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
8
shares
|
$231
0.0% of portfolio
|
Q4 2024
Reduced 74.19%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
2
shares
|
$57
0.0% of portfolio
|
Q2 2025
Reduced 60.0%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$28
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|