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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 2022

Institutional positions in Cavco Industries, Inc. as of Jun 30, 2022. 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
224
+5 vs. Q1 2022
Shares held
8.36M
−42.2K (−0.5%) vs. Q1 2022
Total value
$1.64B
−$387.2M (−19.1%) vs. Q1 2022
New holders
29
71 more added
Sold out
24
81 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 224 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 2022: $1.64B
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 2022

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2022.

Institutions holding CVCO in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
JFS Wealth Advisors, LLC2$00.00%−1−33.3%Reduced
Disciplined Investments, LLC2$00.00%00.0%Unchanged
Covestor Ltd1$00.00%00.0%Unchanged
Steward Financial Group LLC5$00.00%+5New
Sageworth Trust Co of South Dakota5$1.00K0.00%−23−82.1%Reduced
Blue Bell Private Wealth Management, LLC4$1.00K0.00%00.0%Unchanged
First Horizon Advisors, Inc.6$1.00K0.00%00.0%Unchanged
Ellevest, Inc.7$1.00K0.00%+3+75.0%Added
BDO Wealth Advisors, LLC3$1.00K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.00K0.00%00.0%Unchanged
Schubert & Co4$1.00K0.00%+3+300.0%Added
Jones Financial Companies LLLP5$1.00K0.00%+5New
Plante Moran Financial Advisors, LLC7$1.00K0.00%+7New
Larson Financial Group LLC5$1.00K0.00%+5New
Fifth Third Bancorp12$2.00K0.00%−13−52.0%Reduced
Sageworth Trust Co11$2.00K0.00%00.0%Unchanged
Versant Capital Management, Inc16$3.00K0.00%+1+6.7%Added
Surevest, LLC14$3.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.17$3.00K0.00%+10+142.9%Added
Huntington National Bank13$3.00K0.00%+13New
Massmutual Trust Co FSB16$3.00K0.00%+16New
Fieldpoint Private Securities, LLC20$4.00K0.00%−10−33.3%Reduced
Vigilant Capital Management, LLC22$4.00K0.00%00.0%Unchanged
Charter Oak Capital Management, LLC19$4.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust26$5.00K0.00%−2−7.1%Reduced
EverSource Wealth Advisors, LLC27$5.00K0.00%00.0%Unchanged
Front Row Advisors LLC27$5.00K0.00%+3+12.5%Added
Quadrant Capital Group LLC31$6.00K0.00%+22+244.4%Added
Cambridge Trust Co47$9.00K0.00%00.0%Unchanged
Trust Co of Vermont47$9.00K0.00%+47New
Riverview Trust Co67$13.0K0.01%+67New
Lee Financial Co69$14.0K0.00%00.0%Unchanged
Private Capital Group, LLC107$21.0K0.02%00.0%Unchanged
State of Wyoming121$24.0K0.01%+121New
Sutton Wealth Advisors Inc.140$27.4K0.01%+33+30.8%Added
CWM, LLC149$29.0K0.00%+31+26.3%Added
Quantbot Technologies LP200$39.0K0.00%−1,516−88.3%Reduced
Gibson Wealth Advisors LLC200$39.0K0.04%00.0%Unchanged
Proequities, Inc.204$40.0K0.00%−213−51.1%Reduced
Macquarie Group Ltd220$43.0K0.00%00.0%Unchanged
Financial Management Professionals, Inc.232$45.0K0.01%−33−12.5%Reduced
Allspring Global Investments Holdings, LLC239$46.0K0.00%−2,082−89.7%Reduced
Public Employees Retirement System of Ohio369$72.0K0.00%−16−4.2%Reduced
US Bancorp382$75.0K0.00%−6−1.5%Reduced
Captrust Financial Advisors393$77.0K0.00%+94+31.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)462$91.0K0.00%00.0%Unchanged
Metropolitan Life Insurance Co565$110.7K0.00%00.0%Unchanged
Vestcor Inc624$122.0K0.00%00.0%Unchanged
Meeder Asset Management Inc701$137.0K0.01%+696+13,920.0%Added
Ameritas Investment Partners, Inc.708$138.0K0.01%00.0%Unchanged
The PNC Financial Services Group, Inc.714$139.0K0.00%−4−0.6%Reduced
KBC Group NV738$145.0K0.00%+738New
Nisa Investment Advisors, LLC820$161.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)874$171.0K0.00%+794+992.5%Added
BI Asset Management Fondsmaeglerselskab A/S903$177.0K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.914$179.0K0.00%+115+14.4%Added
Wells Fargo & Company960$188.0K0.00%−4,224−81.5%Reduced
Spears Abacus Advisors LLC1,040$204.0K0.02%00.0%Unchanged
MML Investors Services, LLC1,048$205.0K0.00%−978−48.3%Reduced
Delphia (USA) Inc.1,085$213.0K0.15%+1,085New
Jane Street Group, LLC1,104$216.0K0.00%−358−24.5%Reduced
Y-Intercept (Hong Kong) Ltd1,106$217.0K0.03%+1,106New
Guggenheim Capital LLC1,142$224.0K0.00%+1,142New
Engineers Gate Manager LP1,200$235.0K0.01%−2,740−69.5%Reduced
Alps Advisors Inc1,247$244.0K0.00%−13−1.0%Reduced
ProShare Advisors LLC1,275$250.0K0.00%−753−37.1%Reduced
Great Lakes Advisors, LLC1,387$272.0K0.01%−725−34.3%Reduced
Teacher Retirement System of Texas1,398$274.0K0.00%−312−18.2%Reduced
Neuberger Berman Group LLC1,421$278.0K0.00%+67+4.9%Added
Mutual of America Capital Management LLC1,431$280.0K0.00%+204+16.6%Added
HighTower Advisors, LLC1,445$282.0K0.00%−8−0.6%Reduced
Public Employees Retirement Association of Colorado1,443$283.0K0.00%00.0%Unchanged
Everence Capital Management Inc1,500$294.0K0.03%00.0%Unchanged
Susquehanna International Group, LLP1,542$302.0K0.00%−247−13.8%Reduced
Regions Financial Corp1,592$312.0K0.00%+41+2.6%Added
Penserra Capital Management LLC1,660$325.0K0.01%+34+2.1%Added
SEI Investments Co1,663$326.0K0.00%+304+22.4%Added
Janney Montgomery Scott LLC1,653$326.0K0.00%+1,653New
Park Avenue Securities LLC1,747$342.0K0.01%+59+3.5%Added
Ergoteles LLC1,800$353.0K0.01%+1,800New
Pathstone Family Office, LLC1,819$356.5K0.01%+19+1.1%Added
New York Life Investment Management LLC1,936$379.0K0.00%+1,936New
Qube Research & Technologies Ltd1,938$380.0K0.00%−101−5.0%Reduced
South Shore Capital Advisors1,980$388.0K0.81%00.0%Unchanged
Jump Financial, LLC2,014$394.0K0.02%−4,640−69.7%Reduced
Sheets Smith Wealth Management2,028$397.0K0.07%00.0%Unchanged
Versor Investments LP2,054$403.0K0.02%+2,054New
NinePointTwo Capital2,093$410.0K0.14%+2,093New
D. E. Shaw & Co., Inc.2,099$411.0K0.00%+889+73.5%Added
Point72 Asset Management, L.P.2,100$412.0K0.00%+2,100New
First Republic Investment Management, Inc.2,147$421.0K0.00%+92+4.5%Added
American Century Companies Inc2,193$430.0K0.00%−27−1.2%Reduced
Toronto Dominion Bank2,200$431.0K0.00%00.0%Unchanged
State of Wisconsin Investment Board2,203$432.0K0.00%+2,203New
Lazard Asset Management LLC2,226$436.0K0.00%+2,075+1,374.2%Added
Atom Investors LP2,288$448.0K0.20%+2,288New
Arizona State Retirement System2,359$462.0K0.00%+126+5.6%Added
Verus Capital Partners, LLC2,402$473.0K0.09%−260−9.8%Reduced
State Board of Administration of Florida Retirement System2,552$500.0K0.00%00.0%Unchanged
HRT Financial LP2,741$537.0K0.01%+2,741New