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 2022
Institutional positions in Cavco Industries, Inc. as of Sep 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
- 240
- +18 vs. Q2 2022
- Shares held
- 8.40M
- +43.1K (+0.5%) vs. Q2 2022
- Total value
- $1.73B
- +$89.5M (+5.5%) vs. Q2 2022
- New holders
- 38
- 81 more added
- Sold out
- 20
- 90 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 360 | $4.74B |
| Q1 2026 | 346 | $3.80B |
| Q4 2025 | 354 | $4.60B |
| Q3 2025 | 325 | $4.56B |
| Q2 2025 | 315 | $3.29B |
| Q1 2025 | 334 | $3.98B |
| Q4 2024 | 299 | $3.43B |
| Q3 2024 | 293 | $3.32B |
| Q2 2024 | 272 | $2.71B |
| Q1 2024 | 263 | $3.22B |
| Q4 2023 | 259 | $2.77B |
| Q3 2023 | 255 | $2.20B |
| Q2 2023 | 254 | $2.46B |
| Q1 2023 | 260 | $2.64B |
| Q4 2022 | 251 | $1.85B |
| Q3 2022 | 240 | $1.73B |
| Q2 2022 | 224 | $1.64B |
| Q1 2022 | 226 | $2.04B |
| Q4 2021 | 221 | $2.70B |
| Q3 2021 | 188 | $2.02B |
| Q2 2021 | 187 | $1.89B |
| Q1 2021 | 189 | $1.91B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 2,552 | $525.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 2,553 | $525.0K | 0.10% | +2,553 | New |
| Teachers Retirement System of the State of Kentucky | 2,614 | $538.0K | 0.01% | +2,614 | New |
| Duality Advisers, LP | 2,673 | $550.0K | 0.06% | +2,673 | New |
| Tower Research Capital LLC (TRC) | 2,707 | $557.0K | 0.01% | +1,833+209.7% | Added |
| Oregon Public Employees Retirement Fund | 2,746 | $565.0K | 0.01% | −24−0.9% | Reduced |
| Boston Partners | 2,797 | $576.0K | 0.00% | +2,797 | New |
| Susquehanna International Group, LLP | 2,975 | $612.0K | 0.00% | +1,433+92.9% | Added |
| Ensign Peak Advisors, Inc | 3,040 | $626.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,383 | $696.0K | 0.06% | −70−2.0% | Reduced |
| New York State Teachers Retirement System | 3,486 | $717.0K | 0.00% | +100+3.0% | Added |
| Hillsdale Investment Management Inc. | 3,500 | $720.0K | 0.07% | 00.0% | Unchanged |
| Trexquant Investment LP | 3,531 | $727.0K | 0.03% | −330−8.5% | Reduced |
| M&T Bank Corp | 3,553 | $731.0K | 0.00% | +3,553 | New |
| Manufacturers Life Insurance Company, The | 3,655 | $752.1K | 0.00% | −64−1.7% | Reduced |
| HRT Financial LP | 3,711 | $763.0K | 0.01% | +970+35.4% | Added |
| Virginia Retirement Systems Et Al | 3,800 | $781.9K | 0.01% | +3,800 | New |
| Louisiana State Employees Retirement System | 4,000 | $823.0K | 0.02% | −100−2.4% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $823.0K | 0.14% | 00.0% | Unchanged |
| Amalgamated Bank | 4,130 | $850.0K | 0.01% | −75−1.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,133 | $850.0K | 0.40% | +4,133 | New |
| Rafferty Asset Management, LLC | 4,185 | $861.0K | 0.01% | −356−7.8% | Reduced |
| CIBC World Markets Inc. | 4,185 | $861.0K | 0.00% | +4,185 | New |
| Deutsche Bank AG | 4,490 | $924.0K | 0.00% | −982−17.9% | Reduced |
| Timelo Investment Management Inc. | 4,679 | $963.0K | 1.90% | −5,000−51.7% | Reduced |
| STRS Ohio | 4,700 | $967.0K | 0.00% | −100−2.1% | Reduced |
| MetLife Investment Management | 4,826 | $993.0K | 0.01% | +93+2.0% | Added |
| American International Group, Inc. | 4,835 | $995.0K | 0.01% | −89−1.8% | Reduced |
| Anchor Capital Advisors LLC | 5,038 | $1.04M | 0.03% | +15+0.3% | Added |
| ExodusPoint Capital Management, LP | 5,166 | $1.06M | 0.01% | −4,127−44.4% | Reduced |
| Oppenheimer Asset Management Inc. | 5,215 | $1.07M | 0.02% | −26−0.5% | Reduced |
| Gotham Asset Management, LLC | 5,667 | $1.17M | 0.03% | +2,212+64.0% | Added |
| State of Alaska, Department of Revenue | 5,728 | $1.18M | 0.02% | −719−11.2% | Reduced |
| Jane Street Group, LLC | 5,810 | $1.20M | 0.00% | +4,706+426.3% | Added |
| M&G Investment Management Ltd | 5,820 | $1.20M | 0.01% | +5,820 | New |
| Texas Permanent School Fund | 5,955 | $1.23M | 0.02% | −205−3.3% | Reduced |
| Two Sigma Advisers, LP | 5,970 | $1.23M | 0.00% | −500−7.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,971 | $1.23M | 0.12% | +2,941+97.1% | Added |
| AQR Capital Management LLC | 6,102 | $1.26M | 0.00% | +79+1.3% | Added |
| Jump Financial, LLC | 6,408 | $1.32M | 0.05% | +4,394+218.2% | Added |
| New York State Common Retirement Fund | 6,664 | $1.37M | 0.00% | +62+0.9% | Added |
| State of Tennessee, Treasury Department | 6,689 | $1.38M | 0.01% | +1,059+18.8% | Added |
| Walthausen & Co., LLC | 6,876 | $1.42M | 1.18% | −50−0.7% | Reduced |
| Yousif Capital Management, LLC | 6,932 | $1.43M | 0.02% | −284−3.9% | Reduced |
| Aviva PLC | 6,949 | $1.43M | 0.01% | −4,678−40.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 7,537 | $1.55M | 0.02% | −1,155−13.3% | Reduced |
| SG Capital Management LLC | 7,556 | $1.55M | 0.76% | −13,069−63.4% | Reduced |
| Comerica Bank | 7,276 | $1.58M | 0.01% | −852−10.5% | Reduced |
| UBS Asset Management Americas Inc | 7,725 | $1.59M | 0.00% | +510+7.1% | Added |
| Brinker Capital Investments, LLC | 7,789 | $1.60M | 0.03% | +216+2.9% | Added |
| Marks Group Wealth Management, Inc | 7,879 | $1.62M | 0.25% | +3,466+78.5% | Added |
| Shaker Investments LLC | 8,074 | $1.66M | 1.11% | +1,326+19.7% | Added |
| Citigroup Inc | 8,529 | $1.75M | 0.00% | +361+4.4% | Added |
| Thrivent Financial for Lutherans | 8,551 | $1.76M | 0.00% | +178+2.1% | Added |
| Barclays PLC | 8,862 | $1.82M | 0.00% | −1,021−10.3% | Reduced |
| Globeflex Capital L P | 9,415 | $1.94M | 0.33% | +9,415 | New |
| Great West Life Assurance Co | 9,502 | $1.96M | 0.01% | +1,030+12.2% | Added |
| Credit Suisse AG | 9,519 | $1.96M | 0.00% | +1,886+24.7% | Added |
| State of New Jersey Common Pension Fund D | 9,634 | $1.98M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 9,564 | $1.99M | 0.00% | +2,370+32.9% | Added |
| Marshall Wace, LLP | 9,690 | $1.99M | 0.01% | −7,374−43.2% | Reduced |
| Royal Bank of Canada | 9,894 | $2.04M | 0.00% | +528+5.6% | Added |
| Bank of America Corp | 10,417 | $2.14M | 0.00% | −5,354−33.9% | Reduced |
| Victory Capital Management Inc | 10,461 | $2.15M | 0.00% | +525+5.3% | Added |
| Prelude Capital Management, LLC | 10,501 | $2.16M | 0.11% | +4,641+79.2% | Added |
| Cubist Systematic Strategies, LLC | 10,733 | $2.21M | 0.02% | −14,264−57.1% | Reduced |
| California State Teachers Retirement System | 10,917 | $2.25M | 0.00% | −421−3.7% | Reduced |
| Prudential Financial Inc | 11,159 | $2.30M | 0.00% | −10,694−48.9% | Reduced |
| Qube Research & Technologies Ltd | 11,471 | $2.36M | 0.02% | +9,533+491.9% | Added |
| Teacher Retirement System of Texas | 11,516 | $2.37M | 0.02% | +10,118+723.7% | Added |
| BNP Paribas Arbitrage, SA | 11,920 | $2.45M | 0.01% | +1,221+11.4% | Added |
| Alliancebernstein L.P. | 12,012 | $2.47M | 0.00% | +278+2.4% | Added |
| Los Angeles Capital Management LLC | 12,714 | $2.62M | 0.01% | +694+5.8% | Added |
| JPMorgan Chase & Co | 12,776 | $2.63M | 0.00% | −3,566−21.8% | Reduced |
| First Trust Advisors LP | 13,234 | $2.72M | 0.00% | +239+1.8% | Added |
| Gendell Jeffrey L | 13,306 | $2.74M | 0.36% | −5,000−27.3% | Reduced |
| Raymond James & Associates | 14,066 | $2.89M | 0.00% | −126−0.9% | Reduced |
| Russell Investments Group, Ltd. | 15,046 | $3.09M | 0.01% | −2,183−12.7% | Reduced |
| Truist Financial Corp | 15,105 | $3.11M | 0.01% | +12+0.1% | Added |
| Public Sector Pension Investment Board | 15,163 | $3.12M | 0.03% | −613−3.9% | Reduced |
| First Eagle Investment Management, LLC | 15,592 | $3.21M | 0.01% | −1,080−6.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,834 | $3.26M | 0.01% | +15,595+6,525.1% | Added |
| Ancora Advisors, LLC | 17,387 | $3.58M | 0.11% | −12,459−41.7% | Reduced |
| Avalon Investment & Advisory | 18,884 | $3.89M | 0.12% | +5,471+40.8% | Added |
| Tudor Investment Corp Et Al | 19,146 | $3.94M | 0.10% | +8,147+74.1% | Added |
| Jacobs Levy Equity Management, Inc | 19,970 | $4.11M | 0.03% | +19,970 | New |
| Citadel Advisors LLC | 20,374 | $4.19M | 0.01% | +12,568+161.0% | Added |
| Swiss National Bank | 20,400 | $4.20M | 0.00% | −100−0.5% | Reduced |
| EULAV Asset Management | 20,800 | $4.28M | 0.19% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 23,254 | $4.79M | 0.00% | +1,000+4.5% | Added |
| Teton Advisors, Inc. | 23,740 | $4.88M | 1.18% | −700−2.9% | Reduced |
| Crown Advisors Management, Inc. | 24,000 | $4.94M | 4.90% | 00.0% | Unchanged |
| Legal & General Group Plc | 24,317 | $5.00M | 0.00% | −1,627−6.3% | Reduced |
| Rhumbline Advisers | 24,669 | $5.08M | 0.01% | +781+3.3% | Added |
| Capital Growth Management LP | 28,000 | $5.76M | 0.76% | +28,000 | New |
| Allianz Asset Management GmbH | 29,746 | $6.12M | 0.01% | +29,746 | New |
| Pacer Advisors, Inc. | 31,557 | $6.49M | 0.05% | +5,136+19.4% | Added |
| UBS Group AG | 32,117 | $6.61M | 0.00% | +10,334+47.4% | Added |
| Voya Investment Management LLC | 35,314 | $7.27M | 0.01% | −13,466−27.6% | Reduced |
| Osterweis Capital Management Inc | 36,790 | $7.57M | 0.57% | +9,130+33.0% | Added |