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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, Q4 2021

Institutional positions in Cavco Industries, Inc. as of Dec 31, 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
221
+33 vs. Q3 2021
Shares held
8.49M
−53.0K (−0.6%) vs. Q3 2021
Total value
$2.70B
+$672.0M (+33.2%) vs. Q3 2021
New holders
43
70 more added
Sold out
10
73 more reduced

Compare with Q3 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 holdersQ4 2021: 221 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 heldQ4 2021: $2.70B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2021.

Institutions holding CVCO in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Mitsubishi UFJ Asset Management (UK) Ltd.5,400$1.72M0.73%00.0%Unchanged
Anchor Capital Advisors LLC5,094$1.62M0.03%−223−4.2%Reduced
AQR Capital Management LLC5,060$1.61M0.00%+1,826+56.5%Added
Malaga Cove Capital, LLC5,013$1.59M0.63%00.0%Unchanged
Quadrature Capital Ltd4,902$1.55M0.08%+3,000+157.7%Added
Prelude Capital Management, LLC4,801$1.52M0.08%+4,801New
Oppenheimer Asset Management Inc.4,771$1.52M0.02%−153−3.1%Reduced
Manufacturers Life Insurance Company, The4,667$1.48M0.00%−65−1.4%Reduced
Schonfeld Strategic Advisors LLC4,600$1.46M0.01%+400+9.5%Added
Amalgamated Bank4,424$1.41M0.01%−56−1.3%Reduced
Janus Henderson Group PLC4,356$1.38M0.00%+1,033+31.1%Added
Voya Investment Management LLC4,272$1.36M0.00%−143−3.2%Reduced
Marks Group Wealth Management, Inc4,145$1.33M0.16%+3+0.1%Added
HSBC Holdings PLC4,208$1.32M0.00%+405+10.6%Added
Louisiana State Employees Retirement System4,100$1.30M0.03%00.0%Unchanged
People's United Financial, Inc.4,087$1.30M0.03%−157−3.7%Reduced
NJ State Employees Deferred Compensation Plan4,000$1.27M0.16%00.0%Unchanged
Voloridge Investment Management, LLC3,589$1.14M0.01%+3,589New
Two Sigma Advisers, LP3,570$1.13M0.00%00.0%Unchanged
Maryland State Retirement & Pension System3,402$1.08M0.03%+40+1.2%Added
Allstate Corp3,332$1.06M0.02%−38−1.1%Reduced
Oregon Public Employees Retirement Fund3,270$1.04M0.01%−200−5.8%Reduced
MetLife Investment Management3,093$982.5K0.01%−260−7.8%Reduced
Ensign Peak Advisors, Inc3,040$966.0K0.00%−3,460−53.2%Reduced
Hillsdale Investment Management Inc.3,000$953.0K0.06%+3,000New
Bank of Montreal2,775$878.0K0.00%−7,655−73.4%Reduced
State of Tennessee, Treasury Department2,754$875.0K0.00%00.0%Unchanged
New York State Teachers Retirement System2,586$821.0K0.00%00.0%Unchanged
State Board of Administration of Florida Retirement System2,552$811.0K0.00%00.0%Unchanged
Teachers Retirement System of the State of Kentucky2,465$783.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co2,434$773.2K0.01%00.0%Unchanged
HRT Financial LP2,323$737.0K0.00%+2,323New
First Eagle Investment Management, LLC2,293$728.0K0.00%+1,407+158.8%Added
ProShare Advisors LLC2,281$725.0K0.00%+876+62.3%Added
Allspring Global Investments Holdings, LLC2,270$721.0K0.00%+2,270New
Arizona State Retirement System2,225$707.0K0.01%−29−1.3%Reduced
American Century Companies Inc2,200$699.0K0.00%−1,930−46.7%Reduced
Great Lakes Advisors, LLC2,110$670.0K0.01%+8+0.4%Added
First Republic Investment Management, Inc.2,101$667.0K0.00%+49+2.4%Added
Jump Financial, LLC2,100$667.0K0.04%+2,100New
Qube Research & Technologies Ltd2,036$647.0K0.00%+2,036New
Sheets Smith Wealth Management2,028$644.0K0.08%+8+0.4%Added
South Shore Capital Advisors2,017$641.0K1.05%+38+1.9%Added
Exchange Traded Concepts, LLC1,862$591.0K0.01%−15−0.8%Reduced
Toth Financial Advisory Corp1,850$588.0K0.08%+850+85.0%Added
Susquehanna International Group, LLP1,812$576.0K0.00%+91+5.3%Added
Penserra Capital Management LLC2,068$573.0K0.01%−518−20.0%Reduced
Pathstone Family Office, LLC1,700$540.0K0.01%00.0%Unchanged
Paloma Partners Management Co1,632$518.0K0.02%+1,632New
Park Avenue Securities LLC1,622$515.0K0.01%+34+2.1%Added
Public Employees Retirement Association of Colorado1,600$508.0K0.00%+1,600New
Teacher Retirement System of Texas1,554$494.0K0.00%+218+16.3%Added
Regions Financial Corp1,550$492.0K0.00%−33−2.1%Reduced
Everence Capital Management Inc1,500$476.0K0.04%00.0%Unchanged
Susquehanna Fundamental Investments, LLC1,476$469.0K0.01%+1,476New
HighTower Advisors, LLC1,425$452.0K0.00%−14−1.0%Reduced
Neuberger Berman Group LLC1,334$421.0K0.00%+21+1.6%Added
Algert Global LLC1,260$400.0K0.05%+1,260New
Cerity Partners LLC1,249$397.0K0.01%+36+3.0%Added
Lido Advisors, LLC1,216$386.0K0.01%+1,216New
Mutual of America Capital Management LLC1,166$370.0K0.00%+27+2.4%Added
MML Investors Services, LLC1,072$341.0K0.00%−2−0.2%Reduced
Spears Abacus Advisors LLC1,040$330.0K0.02%00.0%Unchanged
Engineers Gate Manager LP947$301.0K0.01%−124−11.6%Reduced
Shaker Investments LLC916$291.0K0.13%+916New
Skandinaviska Enskilda Banken AB (publ)900$283.0K0.00%00.0%Unchanged
Profund Advisors LLC811$258.0K0.01%−72−8.2%Reduced
Squarepoint Ops LLC811$258.0K0.00%+811New
Advisor Group Holdings, Inc.809$256.0K0.00%−14−1.7%Reduced
Centiva Capital, LP776$246.0K0.02%+776New
D. E. Shaw & Co., Inc.764$243.0K0.00%+764New
ExodusPoint Capital Management, LP752$239.0K0.00%−98−11.5%Reduced
Gotham Asset Management, LLC722$229.0K0.01%−671−48.2%Reduced
Crossmark Global Holdings, Inc.714$227.0K0.00%+714New
The PNC Financial Services Group, Inc.706$225.0K0.00%−4−0.6%Reduced
Ameritas Investment Partners, Inc.708$225.0K0.01%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.703$223.0K0.14%+703New
Beaird Harris Wealth Management, LLC700$222.0K0.08%+700New
Nisa Investment Advisors, LLC820$221.0K0.00%−130−13.7%Reduced
Raymond James Financial Services Advisors, Inc.663$211.0K0.00%+663New
CIBC Private Wealth Group, LLC639$203.0K0.00%+639New
Guggenheim Capital LLC634$201.0K0.00%+634New
Vestcor Inc624$198.0K0.01%+624New
Dark Forest Capital Management LP470$149.0K0.05%+470New
Zurcher Kantonalbank (Zurich Cantonalbank)462$147.0K0.00%00.0%Unchanged
Public Employees Retirement System of Ohio390$124.0K0.00%+14+3.7%Added
US Bancorp310$99.0K0.00%+19+6.5%Added
Financial Management Professionals, Inc.265$84.0K0.02%+265New
USA Financial Portformulas Corp262$83.0K0.07%+262New
Captrust Financial Advisors257$82.0K0.00%+117+83.6%Added
Eaton Vance Management248$79.0K0.00%+10+4.2%Added
Tower Research Capital LLC (TRC)229$73.0K0.00%−573−71.4%Reduced
Macquarie Group Ltd220$70.0K0.00%00.0%Unchanged
Gibson Wealth Advisors LLC200$64.0K0.07%+200New
Signet Financial Management, LLC116$37.0K0.01%+116New
CWM, LLC111$35.0K0.00%+111New
Sutton Wealth Advisors Inc.108$34.3K0.01%+2+1.9%Added
Private Capital Group, LLC107$34.0K0.01%00.0%Unchanged
Lee Financial Co69$22.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust38$12.0K0.00%00.0%Unchanged