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Rivian (NASDAQ: RIVN), the electric vehicle maker aiming to challenge Tesla and legacy automakers, has seen its stock bounce back in recent months. Shares now trade around $14, and its market cap sits north of $16 billion. While the company still has a lot to prove on the road to profitability, its partnerships, brand strength, and growing production capacity have started to rebuild investor confidence.
Rivian’s ambitious product roadmap, strong backing from major corporate partners, and focus on vertical integration have positioned it as one of the more compelling long-term EV bets.
Digging into Rivian’s ownership structure reveals which investors are still in its corner with size and conviction. It also reflects the natural shift as Rivian evolves from a startup to a more widely held public company. Founder and CEO RJ Scaringe, once the dominant shareholder, has steadily reduced his stake, following several large share sales in 2025.
The Biggest Shareholders
As of the most recent filings, Rivian’s shareholder base includes a mix of corporate backers, large asset managers, and global investment firms. The largest single holder is Amazon, which owns over 158 million shares, or 13.3% of Rivian established through a strategic partnership. Volkswagen is the second-largest holder, with a recently increased position of nearly 147 million shares, accounting for 12.3% of Rivian. The automaker boosted its stake by 54% during the last quarter.
Global Oryx, a Saudi Arabian investment firm, holds just under 9% of shares, while traditional asset managers like Vanguard (6.5%) and BlackRock (2.7%) have meaningful stakes as well. Vanguard’s position now stands at over 76 million shares and increased by nearly 8% in the most recent quarter.
Other institutional holders include Baillie Gifford (4.1%), UBS Financial Services (2.1%), and Fidelity (1.25%), though Fidelity trimmed its stake by more than 40% recently. BofA, Morgan Stanley, and Geode Capital each own just under 1% of the company. While Rivian’s ownership is still anchored by its strategic partners, institutional interest remains broad, with several firms increasing their positions over the past few months.
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Recent Insider Transactions
In July 2025, CEO RJ Scaringe executed a series of large sales, offloading millions of shares across multiple filings. Altogether, Scaringe sold well over 10 million shares throughout 2025. While the sales were sizable, many were likely structured as part of planned share distributions or trading agreements. That said, there has been no insider buying reported in the same period, which may suggest a wait-and-see approach from the executive team as the company navigates production scaling and cash burn.
Other insiders, including board members like Aidan Gomez, Rose Marcario, and Jay Flatley, have shown minimal activity. Most of their transactions involved small administrative transfers or standard equity grants, not open-market purchases. The lack of insider buying may not indicate concern, but it does highlight that current ownership trends are being shaped more by institutional flows and corporate partnerships than by executive conviction in the open market.
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What the Ownership Tells Us
Rivian’s shareholder base is a mix of strategic partners and large institutional investors. The company benefits from long-term backing by firms like Amazon and Volkswagen, which together own over 25% of the company.
At the same time, traditional asset managers like Vanguard, BlackRock, and Baillie Gifford hold meaningful stakes, signaling that Rivian still has the attention of mainstream institutional investors. Several funds even increased their holdings in recent quarters, suggesting renewed interest after a tough stretch for the stock.
Insiders, especially CEO RJ Scaringe, have been selling shares in large amounts throughout 2025. That doesn’t automatically signal a lack of confidence, but it shows that leadership isn’t actively buying either. For now, Rivian remains a long-term story, backed by a mix of strategic capital and cautious optimism from institutional holders.
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