카맥스(주)
US ˙ NYSE ˙ US1431301027

SecurityKMX / CarMax, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership2,534,739 shares
Latest Disclosed Value $ 105,394,578
Morgan Stanley reports 10.20% increase in ownership of KMX / CarMax, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 2,534,739 shares of CarMax, Inc. (US:KMX) valued at $105,394,448 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,300,103 shares of CarMax, Inc.. This represents a change in shares of 10.20% during the quarter. The current value of the position is $118,929,954 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F CARMAX COM 143130102 2,534,739 234,636 10.20 105,395 18.59 0.0063
2026-05-27 2025-12-31 13F/A-1 CARMAX COM 143130102 2,300,103 -182,737 -7.36 88,876 -20.22 0.0053
2026-02-13 2025-12-31 13F CARMAX COM 143130102 2,300,103 -182,737 88,876 0.0053
2026-05-27 2025-09-30 13F/A-1 CARMAX COM 143130102 2,482,840 68,587 2.84 111,405 -31.34 0.0067
2025-11-14 2025-09-30 13F CARMAX COM 143130102 2,482,840 68,587 111,405 0.0067
2025-08-15 2025-06-30 13F CARMAX COM 143130102 2,414,253 279,387 13.09 162,262 -2.46 0.0106
2025-05-15 2025-03-31 13F CARMAX COM 143130102 2,134,866 272,277 14.62 166,349 9.24 0.0119
2025-05-15 2024-12-31 13F/A-1 CARMAX COM 143130102 1,862,589 -137,496 -6.87 152,286 -1.60 0.0107
2025-02-14 2024-12-31 13F CARMAX COM 143130102 1,862,589 -137,496 152,286 0.0107
2025-05-14 2024-09-30 13F/A-2 CARMAX COM 143130102 2,000,085 112,861 5.98 154,767 11.82 0.0112
2025-02-14 2024-09-30 13F/A-1 CARMAX COM 143130102 2,000,085 112,861 154,767 0.0112
2024-11-14 2024-09-30 13F CARMAX COM 143130102 2,000,085 112,861 154,767 0.0013
2025-05-14 2024-06-30 13F/A-2 CARMAX COM 143130102 1,887,224 -54,546 -2.81 138,409 -18.17 0.0107
2024-10-17 2024-06-30 13F/A-1 CARMAX COM 143130102 1,887,224 -54,546 138,409 0.0107
2024-08-14 2024-06-30 13F CARMAX COM 143130102 1,887,224 -54,546 138,409 0.0107
2024-10-17 2024-03-31 13F/A-2 CARMAX COM 143130102 1,941,770 130,074 7.18 169,148 21.66 0.0136
2024-08-16 2024-03-31 13F/A-1 CARMAX COM 143130102 1,941,770 130,074 169,148 0.0016
2024-05-15 2024-03-31 13F CARMAX COM 143130102 1,941,770 130,074 169,148 0.0136
2024-08-16 2023-12-31 13F/A-1 CARMAX COM 143130102 1,811,696 294,940 19.45 139,030 29.59 0.0123
2024-02-13 2023-12-31 13F CARMAX COM 143130102 1,811,696 294,940 139,030 0.0123
2023-11-15 2023-09-30 13F CARMAX COM 143130102 1,516,756 190,365 14.35 107,280 -3.37 0.0109
2023-08-14 2023-06-30 13F CARMAX COM 143130102 1,326,391 -132,021 -9.05 111,019 18.43 0.0109
2023-05-15 2023-03-31 13F CARMAX COM 143130102 1,458,412 -90,452 -5.84 93,747 -0.60 0.0101
2023-02-14 2022-12-31 13F CARMAX COM 143130102 1,548,864 2,843 0.18 94,310 -7.60 0.0107
2022-11-14 2022-09-30 13F CARMAX COM 143130102 1,546,021 -342,715 -18.15 102,067 -40.27 0.0139
2022-10-27 2022-06-30 13F/A-1 CARMAX COM 143130102 1,888,736 552,463 41.34 170,893 32.55 0.0222
2022-08-15 2022-06-30 13F CARMAX COM 143130102 1,888,736 552,463 170,893 0.0222
2022-10-27 2022-03-31 13F/A-1 CARMAX COM 143130102 1,336,273 304,738 29.54 128,925 -4.03 0.0174
2022-05-13 2022-03-31 13F CARMAX COM 143130102 1,336,273 304,738 128,925 0.0174
2022-02-14 2021-12-31 13F CARMAX COM 143130102 1,031,535 92,118 9.81 134,336 11.75 0.0166
2021-11-15 2021-09-30 13F CARMAX COM 143130102 939,417 -28,696 -2.96 120,209 -3.86 0.0162
2021-08-23 2021-06-30 13F/A-1 CARMAX COM 143130102 968,113 314,474 48.11 125,031 44.19 0.0165
2021-08-16 2021-06-30 13F CARMAX COM 143130102 968,113 314,474 125,031 0.0034
2021-05-17 2021-03-31 13F CARMAX COM 143130102 653,639 -53,073 -7.51 86,712 29.89 0.0127
2021-02-16 2020-12-31 13F CARMAX COM 143130102 706,712 140,441 24.80 66,756 28.26 0.0103
2020-11-13 2020-09-30 13F CARMAX COM 143130102 566,271 -22,847 -3.88 52,047 -1.35 0.0101
2020-08-14 2020-06-30 13F CARMAX COM 143130102 589,118 -130,216 -18.10 52,757 36.25 0.0117
2020-05-26 2020-03-31 13F/A-1 CARMAX COM 143130102 719,334 95,202 15.25 38,722 -29.23 0.0105
2020-05-15 2020-03-31 13F CARMAX COM 143130102 719,334 95,202 38,722 2,974.6568
2020-02-14 2019-12-31 13F CARMAX COM 143130102 624,132 -68,733 -9.92 54,718 -10.26 0.0127
2019-11-14 2019-09-30 13F CARMAX COM 143130102 692,865 185,401 36.53 60,972 38.37 0.0161
2019-08-14 2019-06-30 13F CARMAX COM 143130102 507,464 39,728 8.49 44,063 34.96 0.0117
2019-05-15 2019-03-31 13F CARMAX COM 143130102 467,736 46,216 10.96 32,649 23.48 0.0092
2019-02-14 2018-12-31 13F CARMAX COM 143130102 421,520 -65,010 -13.36 26,441 -27.22 0.0079
2019-04-23 2018-09-30 13F/A-2 CARMAX COM 143130102 486,530 -77,214 -13.70 36,329 -11.57 0.0091
2018-11-20 2018-09-30 13F/A-1 CARMAX COM 143130102 486,530 0 36,329 0.0091
2018-11-14 2018-09-30 13F CARMAX COM 143130102 486,530 -77,214 36,329
2019-04-23 2018-06-30 13F/A-1 CARMAX COM 143130102 563,744 -421,027 -42.75 41,081 -32.65 0.0111
2018-08-14 2018-06-30 13F CARMAX COM 143130102 563,744 -421,027 41,081
2019-04-23 2018-03-31 13F/A-1 CARMAX COM 143130102 984,771 97,764 11.02 60,997 7.23 0.0169
2018-05-14 2018-03-31 13F CARMAX COM 143130102 984,771 97,764 60,997
2019-04-23 2017-12-31 13F/A-1 CARMAX COM 143130102 887,007 514,245 137.96 56,884 101.30 0.0156
2018-02-14 2017-12-31 13F CARMAX COM 143130102 887,007 514,245 56,884
2017-11-14 2017-09-30 13F CARMAX COM 143130102 372,762 215,714 137.36 28,258 185.32 0.0085
2017-08-11 2017-06-30 13F CARMAX COM 143130102 157,048 -299,214 -65.58 9,904 -63.34 0.0030
2017-05-22 2017-03-31 13F/A-1 CARMAX COM 143130102 456,262 278,328 156.42 27,019 135.83 0.0083
2017-05-12 2017-03-31 13F CARMAX COM 143130102 456,262 27,019
2017-02-22 2016-12-31 13F/A-1 CARMAX COM 143130102 177,934 31,717 21.69 11,457 46.85 0.0037
2017-02-13 2016-12-31 13F CARMAX COM 143130102 177,934 11,457
2016-11-10 2016-09-30 13F CARMAX COM 143130102 146,217 -6,628 -4.34 7,802 4.12 0.0027
2016-08-12 2016-06-30 13F CARMAX COM 143130102 152,845 1,360 0.90 7,493 -3.20 0.0027
2016-05-12 2016-03-31 13F CARMAX COM 143130102 151,485 18,385 13.81 7,741 7.77 0.0030
2016-02-09 2015-12-31 13F CARMAX COM 143130102 133,100 -46,562 -25.92 7,183 -32.60 0.0026
2016-02-08 2015-09-30 13F/A-1 CARMAX COM 143130102 179,662 -55,392 -23.57 10,658 -31.52 0.0039
2015-11-09 2015-09-30 13F CARMAX COM 143130102 179,662 10,658
2015-08-12 2015-06-30 13F CARMAX COM 143130102 235,054 62,732 36.40 15,564 30.88 0.0054
2015-05-14 2015-03-31 13F CARMAX COM 143130102 172,322 26,383 18.08 11,892 22.40 0.0044
2015-02-13 2014-12-31 13F CARMAX COM 143130102 145,939 -42,626 -22.61 9,716 10.93 0.0036
2014-12-16 2014-09-30 13F/A-1 CARMAX COM 143130102 188,565 22,280 13.40 8,759 1.26 0.0034
2014-11-14 2014-09-30 13F CARMAX COM 143130102 188,565 8,759
2014-08-12 2014-06-30 13F CARMAX COM 143130102 166,285 -59,808 -26.45 8,650 -18.24 0.0148
2014-05-13 2014-03-31 13F CARMAX COM 143130102 226,093 52,469 30.22 10,580 29.59 0.0044
2014-02-13 2013-12-31 13F CARMAX COM 143130102 173,624 27,043 18.45 8,164 14.92 0.0035
2013-11-13 2013-09-30 13F CARMAX INC COM ST COM 143130102 146,581 12,162 9.05 7,104 14.49 0.0034
2013-08-08 2013-06-30 13F CARMAX INC COM ST COM 143130102 134,419 134,419 6,205 0.0031
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.