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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, Q3 2021

Institutional positions in Cavco Industries, Inc. as of Sep 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
188
+3 vs. Q2 2021
Shares held
8.54M
+52.2K (+0.6%) vs. Q2 2021
Total value
$2.02B
+$136.6M (+7.2%) vs. Q2 2021
New holders
18
65 more added
Sold out
15
63 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 188 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 heldQ3 2021: $2.02B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2021.

Institutions holding CVCO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Eaton Vance Management238$00.00%+4+1.7%Added
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
Ellevest, Inc.4$1.00K0.00%+4New
Carroll Financial Associates, Inc.12$2.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.11$2.00K0.00%00.0%Unchanged
Fifth Third Bancorp14$3.00K0.00%+14New
O'Shaughnessy Asset Management, LLC18$4.00K0.00%00.0%Unchanged
Proequities, Inc.18$4.00K0.00%+18New
Vigilant Capital Management, LLC22$5.00K0.00%+22New
Front Row Advisors LLC24$6.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.28$7.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC35$8.00K0.00%+5+16.7%Added
JNBA Financial Advisors34$8.00K0.00%+34New
Parkside Financial Bank & Trust38$9.00K0.00%00.0%Unchanged
Versant Capital Management, Inc37$9.00K0.00%+10+37.0%Added
Sageworth Trust Co50$12.0K0.00%00.0%Unchanged
Point72 Hong Kong Ltd57$13.0K0.00%+57New
Lee Financial Co69$16.0K0.00%00.0%Unchanged
Private Capital Group, LLC107$25.0K0.01%00.0%Unchanged
Sutton Wealth Advisors Inc.106$25.1K0.01%00.0%Unchanged
FMR LLC113$27.0K0.00%+19+20.2%Added
Captrust Financial Advisors140$33.0K0.00%+11+8.5%Added
Harbour Investments, Inc.210$50.0K0.00%00.0%Unchanged
Macquarie Group Ltd220$52.0K0.00%00.0%Unchanged
US Bancorp291$69.0K0.00%+5+1.7%Added
Public Employees Retirement System of Ohio376$89.0K0.00%+40+11.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)462$109.0K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.708$168.0K0.01%−39−5.2%Reduced
The PNC Financial Services Group, Inc.710$169.0K0.00%−24−3.3%Reduced
Tower Research Capital LLC (TRC)802$190.0K0.00%+403+101.0%Added
Advisor Group Holdings, Inc.823$196.0K0.00%−84−9.3%Reduced
Wells Fargo & Company837$198.0K0.00%+378+82.4%Added
ExodusPoint Capital Management, LP850$201.0K0.00%+850New
Profund Advisors LLC883$209.0K0.01%−166−15.8%Reduced
First Eagle Investment Management, LLC886$210.0K0.00%+650+275.4%Added
Skandinaviska Enskilda Banken AB (publ)900$213.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC950$225.0K0.00%00.0%Unchanged
Toth Financial Advisory Corp1,000$237.0K0.04%+1,000New
Spears Abacus Advisors LLC1,040$246.0K0.02%00.0%Unchanged
Engineers Gate Manager LP1,071$254.0K0.01%−225−17.4%Reduced
MML Investors Services, LLC1,074$254.0K0.00%+16+1.5%Added
Jane Street Group, LLC1,125$266.0K0.00%−1,828−61.9%Reduced
Mutual of America Capital Management LLC1,139$270.0K0.00%−74−6.1%Reduced
Cerity Partners LLC1,213$287.0K0.01%+1,213New
Neuberger Berman Group LLC1,313$310.0K0.00%−4−0.3%Reduced
Teacher Retirement System of Texas1,336$316.0K0.00%+259+24.0%Added
Gotham Asset Management, LLC1,393$330.0K0.01%−575−29.2%Reduced
ProShare Advisors LLC1,405$333.0K0.00%−1,224−46.6%Reduced
HighTower Advisors, LLC1,439$340.0K0.00%+1,439New
Everence Capital Management Inc1,500$355.0K0.03%00.0%Unchanged
Regions Financial Corp1,583$375.0K0.00%−452−22.2%Reduced
Park Avenue Securities LLC1,588$376.0K0.01%+56+3.7%Added
Pathstone Family Office, LLC1,700$402.0K0.01%+100+6.3%Added
Susquehanna International Group, LLP1,721$407.0K0.00%−1,013−37.1%Reduced
Exchange Traded Concepts, LLC1,877$444.0K0.01%+1,877New
Quadrature Capital Ltd1,902$450.0K0.02%−2,896−60.4%Reduced
SEI Investments Co1,927$456.0K0.00%−199−9.4%Reduced
South Shore Capital Advisors1,979$469.0K0.86%+2+0.1%Added
Sheets Smith Wealth Management2,020$478.0K0.06%00.0%Unchanged
First Republic Investment Management, Inc.2,052$486.0K0.00%+88+4.5%Added
Great Lakes Advisors, LLC2,102$498.0K0.01%+518+32.7%Added
Arizona State Retirement System2,254$534.0K0.00%+5+0.2%Added
STRS Ohio2,300$544.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co2,434$576.2K0.01%00.0%Unchanged
Teachers Retirement System of the State of Kentucky2,465$584.0K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System2,552$604.0K0.00%00.0%Unchanged
New York State Teachers Retirement System2,586$612.0K0.00%−100−3.7%Reduced
Penserra Capital Management LLC2,586$612.0K0.01%−35−1.3%Reduced
Dynamic Technology Lab Private Ltd2,650$627.0K0.08%+2,650New
State of Tennessee, Treasury Department2,754$652.0K0.00%−293−9.6%Reduced
AQR Capital Management LLC3,234$766.0K0.00%−1,611−33.3%Reduced
SG Americas Securities, LLC3,286$778.0K0.00%−1,030−23.9%Reduced
Janus Henderson Group PLC3,323$787.0K0.00%+783+30.8%Added
Winton Group Ltd3,336$790.0K0.04%+330+11.0%Added
MetLife Investment Management3,353$793.8K0.01%00.0%Unchanged
Allstate Corp3,370$798.0K0.03%00.0%Unchanged
Oregon Public Employees Retirement Fund3,470$821.0K0.01%00.0%Unchanged
Maryland State Retirement & Pension System3,362$825.0K0.02%+3,362New
Two Sigma Advisers, LP3,570$845.0K0.00%−300−7.8%Reduced
HSBC Holdings PLC3,803$914.0K0.00%+1,908+100.7%Added
Marks Group Wealth Management, Inc4,142$946.0K0.13%−2,670−39.2%Reduced
NJ State Employees Deferred Compensation Plan4,000$947.0K0.13%00.0%Unchanged
Louisiana State Employees Retirement System4,100$971.0K0.02%+300+7.9%Added
American Century Companies Inc4,130$978.0K0.00%+333+8.8%Added
Schonfeld Strategic Advisors LLC4,200$994.0K0.01%+4,200New
People's United Financial, Inc.4,244$1.00M0.02%−70−1.6%Reduced
Voya Investment Management LLC4,415$1.04M0.00%+24+0.5%Added
Amalgamated Bank4,480$1.06M0.01%−158−3.4%Reduced
TD Asset Management Inc4,677$1.11M0.00%00.0%Unchanged
Manufacturers Life Insurance Company, The4,732$1.12M0.00%−515−9.8%Reduced
Oppenheimer Asset Management Inc.4,924$1.17M0.02%+151+3.2%Added
Malaga Cove Capital, LLC5,013$1.19M0.49%−31−0.6%Reduced
Anchor Capital Advisors LLC5,317$1.26M0.03%−65−1.2%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.5,400$1.28M0.54%+1,000+22.7%Added
Citadel Advisors LLC5,560$1.32M0.00%+2,185+64.7%Added
American International Group, Inc.5,741$1.36M0.01%−194−3.3%Reduced
Cubist Systematic Strategies, LLC5,976$1.42M0.02%−82−1.4%Reduced