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Cavco Industries, Inc.

CVCO
Exchange
Nasdaq
Industry
Mobile Homes
SEC CIK
0000278166

In the last 90 days, Cavco Industries, Inc. insiders filed 0 open-market purchases and 2 sales; 360 institutions reported holding it in 13F filings for Q2 2026, worth $4.74B in total; Duquesne Family Office is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in Cavco Industries, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
187
−2 vs. Q1 2021
Shares held
8.49M
+19.4K (+0.2%) vs. Q1 2021
Total value
$1.89B
−$24.3M (−1.3%) vs. Q1 2021
New holders
12
74 more added
Sold out
14
64 more reduced

Compare with Q1 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CVCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2021: 187 institutions
Q1 2021: 189 institutionsQ2 2021: 187 institutionsQ3 2021: 188 institutionsQ4 2021: 221 institutionsQ1 2022: 226 institutionsQ2 2022: 224 institutionsQ3 2022: 240 institutionsQ4 2022: 251 institutionsQ1 2023: 260 institutionsQ2 2023: 254 institutionsQ3 2023: 255 institutionsQ4 2023: 259 institutionsQ1 2024: 263 institutionsQ2 2024: 272 institutionsQ3 2024: 293 institutionsQ4 2024: 299 institutionsQ1 2025: 334 institutionsQ2 2025: 315 institutionsQ3 2025: 325 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 360 institutions
Value heldQ2 2021: $1.89B
Q1 2021: $1.91BQ2 2021: $1.89BQ3 2021: $2.02BQ4 2021: $2.70BQ1 2022: $2.04BQ2 2022: $1.64BQ3 2022: $1.73BQ4 2022: $1.85BQ1 2023: $2.64BQ2 2023: $2.46BQ3 2023: $2.20BQ4 2023: $2.77BQ1 2024: $3.22BQ2 2024: $2.71BQ3 2024: $3.32BQ4 2024: $3.43BQ1 2025: $3.98BQ2 2025: $3.29BQ3 2025: $4.56BQ4 2025: $4.60BQ1 2026: $3.80BQ2 2026: $4.74B
Institutions holding CVCO and their total value by quarter
QuarterHoldersValue
Q2 2026360$4.74B
Q1 2026346$3.80B
Q4 2025354$4.60B
Q3 2025325$4.56B
Q2 2025315$3.29B
Q1 2025334$3.98B
Q4 2024299$3.43B
Q3 2024293$3.32B
Q2 2024272$2.71B
Q1 2024263$3.22B
Q4 2023259$2.77B
Q3 2023255$2.20B
Q2 2023254$2.46B
Q1 2023260$2.64B
Q4 2022251$1.85B
Q3 2022240$1.73B
Q2 2022224$1.64B
Q1 2022226$2.04B
Q4 2021221$2.70B
Q3 2021188$2.02B
Q2 2021187$1.89B
Q1 2021189$1.91B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2021.

Institutions holding CVCO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Meeder Asset Management Inc5$1.00K0.00%00.0%Unchanged
Tarbox Family Office, Inc.5$1.00K0.00%00.0%Unchanged
BDO Wealth Advisors, LLC3$1.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.00K0.00%00.0%Unchanged
Carroll Financial Associates, Inc.12$2.00K0.00%−123−91.1%Reduced
First Horizon Advisors, Inc.11$2.00K0.00%00.0%Unchanged
Trustcore Financial Services, LLC7$2.00K0.00%+7New
O'Shaughnessy Asset Management, LLC18$4.00K0.00%00.0%Unchanged
Front Row Advisors LLC24$6.00K0.00%−3−11.1%Reduced
Versant Capital Management, Inc27$6.00K0.00%+5+22.7%Added
TCI Wealth Advisors, Inc.28$6.00K0.00%+20+250.0%Added
Parkside Financial Bank & Trust38$8.00K0.00%+2+5.6%Added
Fieldpoint Private Securities, LLC30$8.00K0.00%00.0%Unchanged
Sageworth Trust Co50$11.0K0.00%+50New
Lee Financial Co69$15.0K0.00%00.0%Unchanged
FMR LLC94$21.0K0.00%+22+30.6%Added
Advisory Services Network, LLC100$22.0K0.00%+100New
Sutton Wealth Advisors Inc.106$23.6K0.01%00.0%Unchanged
Private Capital Group, LLC107$24.0K0.01%00.0%Unchanged
CWM, LLC111$25.0K0.00%00.0%Unchanged
Captrust Financial Advisors129$29.0K0.00%−2−1.5%Reduced
Harbour Investments, Inc.210$47.0K0.00%00.0%Unchanged
Macquarie Group Ltd220$49.0K0.00%00.0%Unchanged
Eaton Vance Management234$52.0K0.00%+155+196.2%Added
First Eagle Investment Management, LLC236$52.0K0.00%+236New
Dark Forest Capital Management LP236$52.0K0.02%+236New
US Bancorp286$64.0K0.00%−10−3.4%Reduced
Public Employees Retirement System of Ohio336$75.0K0.00%+56+20.0%Added
Tower Research Capital LLC (TRC)399$89.0K0.00%−768−65.8%Reduced
Wells Fargo & Company459$102.0K0.00%−2,938−86.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)462$103.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.734$164.0K0.00%−1−0.1%Reduced
Ameritas Investment Partners, Inc.747$166.0K0.01%00.0%Unchanged
Skandinaviska Enskilda Banken AB (publ)900$200.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.907$202.0K0.00%−458−33.6%Reduced
Paloma Partners Management Co933$207.0K0.01%−234−20.1%Reduced
Nisa Investment Advisors, LLC950$211.0K0.00%00.0%Unchanged
Bel Air Investment Advisors LLC1,000$222.0K0.01%00.0%Unchanged
Spears Abacus Advisors LLC1,040$231.0K0.02%00.0%Unchanged
Profund Advisors LLC1,049$233.0K0.01%+43+4.3%Added
MML Investors Services, LLC1,058$235.0K0.00%+15+1.4%Added
Teacher Retirement System of Texas1,077$239.0K0.00%+161+17.6%Added
LPL Financial LLC1,151$256.0K0.00%−144−11.1%Reduced
Duality Advisers, LP1,172$260.0K0.02%00.0%Unchanged
Mutual of America Capital Management LLC1,213$270.0K0.00%+72+6.3%Added
Engineers Gate Manager LP1,296$288.0K0.02%−4,297−76.8%Reduced
Neuberger Berman Group LLC1,317$292.0K0.00%+30+2.3%Added
CWM Advisors, LLC1,386$308.0K0.04%+42+3.1%Added
Everence Capital Management Inc1,500$333.0K0.03%00.0%Unchanged
Park Avenue Securities LLC1,532$340.0K0.01%+50+3.4%Added
Great Lakes Advisors, LLC1,584$352.0K0.01%+126+8.6%Added
Pathstone Family Office, LLC1,600$356.0K0.01%+1,600New
HRT Financial LP1,648$366.0K0.00%+521+46.2%Added
Ergoteles LLC1,900$422.0K0.01%+617+48.1%Added
HSBC Holdings PLC1,895$424.0K0.00%+498+35.6%Added
First Republic Investment Management, Inc.1,964$436.0K0.00%+924+88.8%Added
Gotham Asset Management, LLC1,968$437.0K0.02%−315−13.8%Reduced
South Shore Capital Advisors1,977$439.0K0.79%+23+1.2%Added
Sheets Smith Wealth Management2,020$449.0K0.06%00.0%Unchanged
Regions Financial Corp2,035$452.0K0.00%+456+28.9%Added
SEI Investments Co2,126$472.0K0.00%+267+14.4%Added
Arizona State Retirement System2,249$500.0K0.00%−158−6.6%Reduced
STRS Ohio2,300$511.0K0.00%−2,400−51.1%Reduced
FNY Investment Advisers, LLC2,381$529.0K0.21%+2,381New
Metropolitan Life Insurance Co2,434$540.8K0.01%−181−6.9%Reduced
Teachers Retirement System of the State of Kentucky2,465$548.0K0.01%00.0%Unchanged
Janus Henderson Group PLC2,540$564.0K0.00%−1,025−28.8%Reduced
State Board of Administration of Florida Retirement System2,552$567.0K0.00%00.0%Unchanged
Penserra Capital Management LLC2,621$582.0K0.01%+637+32.1%Added
ProShare Advisors LLC2,629$584.0K0.00%−100−3.7%Reduced
New York State Teachers Retirement System2,686$597.0K0.00%00.0%Unchanged
William Blair Investment Management, LLC2,702$600.0K0.00%−20,738−88.5%Reduced
Susquehanna International Group, LLP2,734$607.0K0.00%+819+42.8%Added
Jane Street Group, LLC2,953$656.0K0.00%+2,953New
Winton Group Ltd3,006$668.0K0.04%+1,491+98.4%Added
State of Tennessee, Treasury Department3,047$677.0K0.00%00.0%Unchanged
Arrowstreet Capital, Limited Partnership3,189$709.0K0.00%+989+45.0%Added
MetLife Investment Management3,353$745.0K0.01%00.0%Unchanged
Allstate Corp3,370$749.0K0.03%+71+2.2%Added
Citadel Advisors LLC3,375$750.0K0.00%+3,375New
Oregon Public Employees Retirement Fund3,470$771.0K0.01%00.0%Unchanged
Los Angeles Capital Management LLC3,554$790.0K0.00%−200−5.3%Reduced
Louisiana State Employees Retirement System3,800$844.0K0.02%−100−2.6%Reduced
American Century Companies Inc3,797$844.0K0.00%+503+15.3%Added
Two Sigma Advisers, LP3,870$860.0K0.00%−500−11.4%Reduced
Ancora Advisors, LLC3,937$875.0K0.02%−2,078−34.5%Reduced
NJ State Employees Deferred Compensation Plan4,000$889.0K0.12%00.0%Unchanged
People's United Financial, Inc.4,314$959.0K0.02%+108+2.6%Added
SG Americas Securities, LLC4,316$959.0K0.00%+2,923+209.8%Added
Voya Investment Management LLC4,391$976.0K0.00%−1,495−25.4%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.4,400$978.0K0.42%00.0%Unchanged
Amalgamated Bank4,638$1.03M0.01%+3,254+235.1%Added
Oppenheimer Asset Management Inc.4,773$1.06M0.02%+57+1.2%Added
Quadrature Capital Ltd4,798$1.06M0.04%+4,798New
AQR Capital Management LLC4,845$1.08M0.00%−741−13.3%Reduced
TD Asset Management Inc4,677$1.10M0.00%−1,458−23.8%Reduced
Malaga Cove Capital, LLC5,044$1.12M0.48%−69−1.3%Reduced
Manufacturers Life Insurance Company, The5,247$1.17M0.00%+50+1.0%Added
Anchor Capital Advisors LLC5,382$1.20M0.02%−37−0.7%Reduced
Budros, Ruhlin & Roe, Inc.5,870$1.30M0.14%−3,912−40.0%Reduced