KMXNYSERetail-Auto Dealers & Gasoline StationsFiscal year ends February 28
CARMAX INC
Financials through Q2 FY2027, quarter ended Aug 31, 2026Last filing: 10-Q on Sep 30, 2026
$51.65−1.68 (-3.15%)
Close on Oct 19, 2026
- Market cap
- $7.36B
- P/E (TTM)
- 25.2
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
148M of 142M shares
Institutional holders
554
92 new, 80 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
6 buys · 0 sales
Net bought $1.27M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| AQR Capital Management Holdings, LLC | 7,930,345 | 5.59% | 13G (passive) | Dec 31, 2025 |
| Vanguard Capital Management | 7,469,311 | 5.26% | 13G (passive) | Mar 31, 2026 |
| Vanguard Portfolio Management | 7,352,768 | 5.18% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 16,748,605 | 11.40% | 13G (passive) amendment | Oct 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KMX | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 17,092,089 | 12.04% | $904.00M | −165,372 | 0.01% |
| Vanguard Portfolio Management LLC | 7,286,475 | 5.13% | $385.38M | +10,203 | 0.02% |
| Aqr Capital Management LLC | 6,622,794 | 4.67% | $348.96M | −3,437,708 | 0.12% |
| Vanguard Capital Management LLC | 6,420,191 | 4.52% | $339.56M | +33,427 | 0.01% |
| SRS Investment Management, LLC | 5,922,862 | 4.17% | $313.26M | +271,188 | 2.90% |
| Two Sigma Investments, LP | 5,831,970 | 4.11% | $308.45M | +484,873 | 0.22% |
| State Street Corp | 5,156,276 | 3.63% | $272.72M | +271,216 | 0.01% |
| Dimensional Fund Advisors LP | 4,974,772 | 3.50% | $263.12M | +699,109 | 0.05% |
| Jupiter Topco LLC | 4,645,036 | 3.27% | $245.68M | New | 0.10% |
| Primecap Management Co/Ca/ | 4,359,016 | 3.07% | $230.55M | +870 | 0.14% |
| D. E. Shaw & Co., Inc. | 3,280,103 | 2.31% | $173.48M | +359,686 | 0.08% |
| American Century Companies Inc | 3,250,267 | 2.29% | $171.91M | +1,859,355 | 0.08% |
| Baird Financial Group, Inc. | 3,207,134 | 2.26% | $169.63M | +138,682 | 0.23% |
| Starboard Value LP | 3,206,438 | 2.26% | $169.59M | −2,994,924 | 3.75% |
| First Pacific Advisors, LP | 3,008,564 | 2.12% | $159.12M | +26,855 | 1.97% |
| Hawk Ridge Capital Management LP | 2,834,458 | 2.00% | $149.91M | New | 4.81% |
| Geode Capital Management, LLC | 2,564,007 | 1.81% | $135.64M | +9,240 | 0.01% |
| Manufacturers Life Insurance Company, The | 2,420,139 | 1.71% | $128.00M | +21,882 | 0.10% |
| Canada Pension Plan Investment Board | 2,183,121 | 1.54% | $115.47M | +1,908,090 | 0.06% |
| Morgan Stanley | 2,176,424 | 1.53% | $115.11M | −358,315 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 554 | 148M | 100.0% | 92 / 134 | 256 / 80 | 23M | 23M |
| Q1 2026 | 550 | 153M | 100.0% | 103 / 178 | 191 / 83 | 40M | 23M |
| Q4 2025 | 538 | 151M | 100.0% | 109 / 169 | 212 / 187 | 49M | 44M |
| Q3 2025 | 623 | 146M | 100.0% | 64 / 231 | 253 / 164 | 16M | 30M |
| Q2 2025 | 732 | 160M | 100.0% | 106 / 259 | 278 / 118 | 25M | 27M |
| Q1 2025 | 753 | 162M | 100.0% | 89 / 262 | 286 / 75 | 14M | 12M |
| Q4 2024 | 750 | 161M | 100.0% | 97 / 250 | 284 / 75 | 15M | 18M |
| Q3 2024 | 742 | 164M | 100.0% | 90 / 241 | 285 / 49 | 20M | 15M |
| Q2 2024 | 706 | 170M | 100.0% | 75 / 304 | 214 / 75 | 14M | 23M |
| Q1 2024 | 715 | 179M | 100.0% | 88 / 266 | 232 / 70 | 17M | 9M |
| Q4 2023 | 705 | 171M | 100.0% | 94 / 233 | 275 / 64 | 15M | 11M |
| Q3 2023 | 683 | 167M | 100.0% | 60 / 238 | 255 / 75 | 10M | 9M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KMX | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 8,549,008 | 6.02% | $452.16M | 0.41% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,507,450 | 3.18% | $238.40M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 3,253,600 | 2.29% | $172.08M | 0.09% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 3,156,983 | 2.22% | $166.97M | 0.75% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 2,715,619 | 1.91% | $121.17M | 0.45% | May 31, 2026 |
| FPA Crescent Fund | 1,845,215 | 1.30% | $97.59M | 0.78% | Jun 30, 2026 |
| Vanguard Capital Opportunity Fund | 1,665,647 | 1.17% | $88.10M | 0.27% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,630,335 | 1.15% | $86.23M | 0.13% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 1,628,069 | 1.15% | $86.11M | 0.09% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 1,424,282 | 1.00% | $81.55M | 0.42% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 1,301,763 | 0.92% | $68.85M | 0.41% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 1,221,631 | 0.86% | $64.61M | 0.81% | Jun 30, 2026 |
| Vanguard Tax-Managed Small-Cap Fund | 957,809 | 0.67% | $50.66M | 0.44% | Jun 30, 2026 |
| Vanguard Primecap Core Fund | 952,490 | 0.67% | $50.38M | 0.28% | Jun 30, 2026 |
| Fundamental All Cap Core Trust | 823,412 | 0.58% | $43.55M | 1.79% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Keith Barr | President and CEO, Director | 33,375 | 0.02% | Jun 24, 2026 |
| William D. Nash | President & CEO, Director | 206,731 | 0.15% | May 5, 2025 |
| Enrique N. Mayor-Mora | EVP & CFO | 22,868 | 0.02% | May 5, 2026 |
| Charles Joseph Wilson | EVP and COO | 19,025 | 0.01% | May 5, 2026 |
| Diane L. Cafritz | EVP, Chief Innov & People Off | 9,564 | 0.01% | May 5, 2026 |
| Jon G. Daniels | EVP, CAF | 1,957 | 0.00% | May 5, 2026 |
| Jill A. Livesay | VP, Controller & PAO | 11,275 | 0.01% | May 5, 2026 |
| Mohammad Shamim | EVP and CITO | 14,523 | 0.01% | May 5, 2026 |
| John M. Stuckey III | SVP, Gen Counsel & Secretary | 2,493 | 0.00% | May 5, 2026 |
| Tyler Tuite | SVP & Chief Product Officer | 1,664 | 0.00% | Mar 24, 2026 |
| James Lyski | EVP, Chief Growth & Strat Off | 27,164 | 0.02% | May 5, 2025 |
| David W. McCreight | Director | 39,530 | 0.03% | Jun 29, 2026 |
| Marcella Shinder | Director | 28,689 | 0.02% | Jun 29, 2026 |
| Sona Chawla | Director | 25,398 | 0.02% | Jun 29, 2026 |
| Pietro Satriano | Director | 20,011 | 0.01% | Jun 29, 2026 |
| James Francis Kessler | Director | 3,696 | 0.00% | Jun 29, 2026 |
| Robert OShaughnessy | Director | 3,696 | 0.00% | Jun 29, 2026 |
| William C. Cobb | Director | 3,996 | 0.00% | Jun 29, 2026 |
| Peter J. Bensen | Director | 28,492 | 0.02% | Jun 29, 2026 |
| Thomas J. Folliard | Director | 277,754 | 0.20% | Jun 29, 2026 |
| Mark F. ONeil | Director | 54,670 | 0.04% | Jun 29, 2026 |
| Mitchell D. Steenrod | Director | 38,330 | 0.03% | Oct 3, 2025 |
| Shira Goodman | Director | 39,325 | 0.03% | Jul 2, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Sona Chawla Director | Jun 26, 2026 | Award | +3,696 | – | – | 25,398 |
| Robert OShaughnessy Director | Jun 26, 2026 | Award | +3,696 | – | – | 3,696 |
| David W. McCreight Director | Jun 26, 2026 | Award | +3,696 | – | – | 39,530 |
| Mark F. ONeil Director | Jun 26, 2026 | Award | +3,696 | – | – | 33,186 |
| Marcella Shinder Director | Jun 26, 2026 | Award | +3,696 | – | – | 28,689 |
| William C. Cobb Director | Jun 26, 2026 | Award | +3,696 | – | – | 3,696 |
| Peter J. Bensen Director | Jun 26, 2026 | Award | +3,696 | – | – | 28,492 |
| Pietro Satriano Director | Jun 26, 2026 | Award | +3,696 | – | – | 20,011 |
| James Francis Kessler Director | Jun 26, 2026 | Award | +3,696 | – | – | 3,696 |
| Thomas J. Folliard Director | Jun 26, 2026 | Award | +3,696 | – | – | 227,754 |
| Sona Chawla Director | Jun 25, 2026 | Buy | +2,000 | $53.39 | $106.78K | 21,702 |
| Marcella Shinder Director | Jun 25, 2026 | Buy | +574 | $52.01 | $29.85K | 24,993 |
| Mark F. ONeil Director | Jun 24, 2026 | Buy | +4,800 | $52.36 | $251.33K | 4,800 |
| Mark F. ONeil Director | Jun 24, 2026 | Buy | +4,800 | $52.36 | $251.33K | 29,490 |
| Thomas J. Folliard Director | Jun 23, 2026 | Tax withholding | −3,618 | $51.91 | $187.81K | 224,058 |
| Thomas J. Folliard Director | Jun 23, 2026 | Option exercise | +14,855 | $51.91 | $771.12K | 227,676 |
| Peter J. Bensen Director | Jun 22, 2026 | Buy | +2,500 | $52.20 | $130.50K | 24,796 |
| Keith Barr President and CEO, Director | Jun 22, 2026 | Buy | +9,400 | $53.01 | $498.29K | 33,375 |
| Diane L. Cafritz EVP, Chief Innov & People Off | May 1, 2026 | Tax withholding | −1,015 | $38.53 | $39.11K | 9,564 |
| Enrique N. Mayor-Mora EVP & CFO | May 1, 2026 | Tax withholding | −1,015 | $38.53 | $39.11K | 22,868 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | May 1, 2026 | Tax withholding | −357 | $38.53 | $13.76K | 2,493 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | May 1, 2026 | Option exercise | +1,183 | – | – | 2,850 |
| Jill A. Livesay VP, Controller & PAO | May 1, 2026 | Option exercise | +1,059 | – | – | 11,275 |
| Jill A. Livesay VP, Controller & PAO | May 1, 2026 | Tax withholding | −319 | $38.53 | $12.29K | 10,956 |
| Mohammad Shamim EVP and CITO | May 1, 2026 | Tax withholding | −1,015 | $38.53 | $39.11K | 14,523 |
| Jon G. Daniels EVP, CAF | May 1, 2026 | Tax withholding | −822 | $38.53 | $31.67K | 1,957 |
| Charles Joseph Wilson EVP and COO | May 1, 2026 | Tax withholding | −1,015 | $38.53 | $39.11K | 19,025 |
| Tyler Tuite SVP & Chief Product Officer | Mar 22, 2026 | Option exercise | +195 | – | – | 1,664 |
| Tyler Tuite SVP & Chief Product Officer | Mar 22, 2026 | Option exercise | +611 | – | – | 1,469 |
| Keith Barr President and CEO, Director | Mar 16, 2026 | Award | +23,975 | – | – | 23,975 |
| David W. McCreight Director | Mar 16, 2026 | Option exercise | +30,558 | $41.71 | $1.27M | 47,257 |
| David W. McCreight Director | Mar 16, 2026 | Tax withholding | −11,423 | $41.71 | $476.45K | 35,834 |
| Charles Joseph Wilson EVP and COO | Dec 28, 2025 | Tax withholding | −49 | $39.27 | $1.92K | 19,513 |
| Charles Joseph Wilson EVP and COO | Dec 28, 2025 | Option exercise | +160 | – | – | 19,562 |
| Charles Joseph Wilson EVP and COO | Oct 16, 2025 | Inheritance | +527 | – | – | 20,040 |
| Mark F. ONeil Director | Oct 2, 2025 | Buy | +10,816 | $46.21 | $499.81K | 24,690 |
| Mitchell D. Steenrod Director | Oct 2, 2025 | Buy | +2,000 | $45.57 | $91.14K | 38,330 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | Jul 8, 2025 | Gift | −70 | – | – | 1,667 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | Jul 7, 2025 | Gift | −15 | – | – | 1,737 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | Jul 3, 2025 | Gift | −20 | – | – | 1,752 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | Jul 2, 2025 | Gift | −55 | – | – | 1,772 |
| Jon G. Daniels EVP, CAF | Jul 2, 2025 | Sale | −1,540 | $70.64 | $108.79K | 2,779 |
| Mitchell D. Steenrod Director | Jun 30, 2025 | Award | +2,753 | – | – | 36,330 |
| Shira Goodman Director | Jun 30, 2025 | Award | +2,753 | – | – | 39,325 |
| Thomas J. Folliard Director | Jun 30, 2025 | Award | +2,753 | – | – | 212,821 |
| Pietro Satriano Director | Jun 30, 2025 | Award | +2,753 | – | – | 16,315 |
| Marcella Shinder Director | Jun 30, 2025 | Award | +2,753 | – | – | 24,419 |
| David W. McCreight Director | Jun 30, 2025 | Award | +2,753 | – | – | 16,699 |
| Peter J. Bensen Director | Jun 30, 2025 | Award | +2,753 | – | – | 22,296 |
| Mark F. ONeil Director | Jun 30, 2025 | Award | +2,753 | – | – | 13,874 |
| Sona Chawla Director | Jun 30, 2025 | Award | +2,753 | – | – | 19,702 |
| Charles Joseph Wilson EVP and COO | May 2, 2025 | Tax withholding | −662 | $66.71 | $44.16K | 19,402 |
| Diane L. Cafritz EVP, Chief Innov & People Off | May 2, 2025 | Tax withholding | −977 | $66.71 | $65.18K | 10,579 |
| Jon G. Daniels EVP, CAF | May 2, 2025 | Tax withholding | −655 | $66.71 | $43.70K | 4,319 |
| Mohammad Shamim EVP and CITO | May 2, 2025 | Tax withholding | −1,023 | $66.71 | $68.24K | 15,538 |
| Jill A. Livesay VP, Controller & PAO | May 2, 2025 | Tax withholding | −332 | $66.71 | $22.15K | 10,216 |
| Jill A. Livesay VP, Controller & PAO | May 2, 2025 | Option exercise | +1,100 | – | – | 10,548 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | May 2, 2025 | Option exercise | +1,228 | – | – | 2,197 |
| John M. Stuckey III SVP, Gen Counsel & Secretary | May 2, 2025 | Tax withholding | −370 | $66.71 | $24.68K | 1,827 |
| Tyler Tuite SVP & Chief Product Officer | May 2, 2025 | Tax withholding | −272 | $66.71 | $18.15K | 858 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Daniels Jon Officer | Jul 2, 2025 | 1,540 | $108.79K | Jul 2, 2025 | Performance Shares |
| Tyler Tuite Officer | Jan 28, 2025 | 4,869 | $411.81K | Jan 28, 2025 | STOCK OPTION EXERCISE |
| Enrique N. Mayor-Mora Officer | Jan 15, 2025 | 5,000 | $407.13K | Jan 15, 2025 | STOCK OPTION EXERCISSE |
| Mohammad Shamim Officer | Jan 8, 2025 | 12,845 | $1.05M | Jan 8, 2025 | STOCK OPTION EXERCISE |
| James Lyski Officer | Jan 2, 2025 | 57,986 | $4.72M | Jan 2, 2025 | STOCK OPTION EXERCISE |
| Jon G. Daniels Officer | Dec 26, 2024 | 15,000 | $1.28M | Dec 24, 2024 | STOCK OPTION EXERCISE |
| Jon G. Daniels Officer | Dec 26, 2024 | 10,000 | $853.04K | Dec 26, 2024 | STOCK OPTION EXERCISE |
| Mohammad Shamim Officer | Dec 23, 2024 | 22,845 | $1.98M | Dec 23, 2024 | STOCK OPTION EXERCISE |
| William D. Nash Officer | Dec 23, 2024 | 120,513 | $9.88M | Dec 23, 2024 | STOCK OPTION EXERCISE |
| Jon G. Daniels Officer | Dec 23, 2024 | 22,845 | $1.92M | Dec 23, 2024 | STOCK OPTION EXERCISE |
| Mohammad Shamim Officer | Jul 26, 2024 | 25,000 | $2.06M | Jul 26, 2024 | STOCK OPTION EXERCISE |
| Charles Joseph Wilson Officer | Jul 23, 2024 | 10,021 | $801.91K | Jul 23, 2024 | STOCK OPTION EXERCISE |
| Enrique N. Mayor-Mora Officer | Jul 16, 2024 | 9,318 | $777.64K | Jul 16, 2024 | STOCK OPTION EXERCISSE |
| John M. Stuckey III Officer | Jul 15, 2024 | 19,673 | $1.61M | Jul 15, 2024 | STOCK OPTION EXERCISE |
| William D. Nash Officer | Jul 11, 2024 | 120,000 | $9.23M | Jul 11, 2024 | STOCK OPTION EXERCISE |