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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 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.

Institutional holdersQ3 2022: 240 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 2022: $1.73B
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 2022

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2022.

Institutions holding CVCO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Jump Financial, LLC6,408$1.32M0.05%+4,394+218.2%Added
AQR Capital Management LLC6,102$1.26M0.00%+79+1.3%Added
Dynamic Technology Lab Private Ltd5,971$1.23M0.12%+2,941+97.1%Added
Two Sigma Advisers, LP5,970$1.23M0.00%−500−7.7%Reduced
Texas Permanent School Fund5,955$1.23M0.02%−205−3.3%Reduced
M&G Investment Management Ltd5,820$1.20M0.01%+5,820New
Jane Street Group, LLC5,810$1.20M0.00%+4,706+426.3%Added
State of Alaska, Department of Revenue5,728$1.18M0.02%−719−11.2%Reduced
Gotham Asset Management, LLC5,667$1.17M0.03%+2,212+64.0%Added
Oppenheimer Asset Management Inc.5,215$1.07M0.02%−26−0.5%Reduced
ExodusPoint Capital Management, LP5,166$1.06M0.01%−4,127−44.4%Reduced
Anchor Capital Advisors LLC5,038$1.04M0.03%+15+0.3%Added
American International Group, Inc.4,835$995.0K0.01%−89−1.8%Reduced
MetLife Investment Management4,826$993.0K0.01%+93+2.0%Added
STRS Ohio4,700$967.0K0.00%−100−2.1%Reduced
Timelo Investment Management Inc.4,679$963.0K1.90%−5,000−51.7%Reduced
Deutsche Bank AG4,490$924.0K0.00%−982−17.9%Reduced
Rafferty Asset Management, LLC4,185$861.0K0.01%−356−7.8%Reduced
CIBC World Markets Inc.4,185$861.0K0.00%+4,185New
Amalgamated Bank4,130$850.0K0.01%−75−1.8%Reduced
Jackson Creek Investment Advisors LLC4,133$850.0K0.40%+4,133New
Louisiana State Employees Retirement System4,000$823.0K0.02%−100−2.4%Reduced
NJ State Employees Deferred Compensation Plan4,000$823.0K0.14%00.0%Unchanged
Virginia Retirement Systems Et Al3,800$781.9K0.01%+3,800New
HRT Financial LP3,711$763.0K0.01%+970+35.4%Added
Manufacturers Life Insurance Company, The3,655$752.1K0.00%−64−1.7%Reduced
M&T Bank Corp3,553$731.0K0.00%+3,553New
Trexquant Investment LP3,531$727.0K0.03%−330−8.5%Reduced
Hillsdale Investment Management Inc.3,500$720.0K0.07%00.0%Unchanged
New York State Teachers Retirement System3,486$717.0K0.00%+100+3.0%Added
Maryland State Retirement & Pension System3,383$696.0K0.06%−70−2.0%Reduced
Ensign Peak Advisors, Inc3,040$626.0K0.00%00.0%Unchanged
Susquehanna International Group, LLP2,975$612.0K0.00%+1,433+92.9%Added
Boston Partners2,797$576.0K0.00%+2,797New
Oregon Public Employees Retirement Fund2,746$565.0K0.01%−24−0.9%Reduced
Tower Research Capital LLC (TRC)2,707$557.0K0.01%+1,833+209.7%Added
Duality Advisers, LP2,673$550.0K0.06%+2,673New
Teachers Retirement System of the State of Kentucky2,614$538.0K0.01%+2,614New
State Board of Administration of Florida Retirement System2,552$525.0K0.00%00.0%Unchanged
Cornercap Investment Counsel Inc2,553$525.0K0.10%+2,553New
D. E. Shaw & Co., Inc.2,517$518.0K0.00%+418+19.9%Added
Lazard Asset Management LLC2,491$512.0K0.00%+265+11.9%Added
First Republic Investment Management, Inc.2,451$504.0K0.00%+304+14.2%Added
Verus Capital Partners, LLC2,340$481.0K0.09%−62−2.6%Reduced
Arizona State Retirement System2,335$480.0K0.00%−24−1.0%Reduced
American Century Companies Inc2,267$466.0K0.00%+74+3.4%Added
Y-Intercept (Hong Kong) Ltd2,135$439.3K0.04%+1,029+93.0%Added
HSBC Holdings PLC2,024$430.0K0.00%−751−27.1%Reduced
New York Life Investment Management LLC2,090$430.0K0.01%+154+8.0%Added
Ergoteles LLC2,090$430.0K0.02%+290+16.1%Added
Sheets Smith Wealth Management2,028$417.0K0.07%00.0%Unchanged
Sumitomo Mitsui Trust Holdings, Inc.2,006$413.0K0.00%+2,006New
SG Americas Securities, LLC1,994$410.0K0.01%−3,511−63.8%Reduced
South Shore Capital Advisors1,980$407.0K0.96%00.0%Unchanged
Mariner, LLC1,915$394.0K0.00%+1,915New
Pathstone Family Office, LLC1,824$375.3K0.01%+5+0.3%Added
XTX Topco Ltd1,754$361.0K0.09%+1,754New
Park Avenue Securities LLC1,737$357.0K0.01%−10−0.6%Reduced
Ci Investments Inc.1,720$354.0K0.00%−1,800−51.1%Reduced
Squarepoint Ops LLC1,719$354.0K0.00%+1,719New
Mutual of America Capital Management LLC1,646$339.0K0.00%+215+15.0%Added
NinePointTwo Capital1,642$337.0K0.14%−451−21.5%Reduced
State of Wisconsin Investment Board1,603$330.0K0.00%−600−27.2%Reduced
Janney Montgomery Scott LLC1,595$328.0K0.00%−58−3.5%Reduced
Regions Financial Corp1,577$324.0K0.00%−15−0.9%Reduced
SEI Investments Co1,556$320.0K0.00%−107−6.4%Reduced
Alps Advisors Inc1,508$310.0K0.00%+261+20.9%Added
Everence Capital Management Inc1,500$309.0K0.03%00.0%Unchanged
Susquehanna Fundamental Investments, LLC1,500$309.0K0.01%+1,500New
Public Employees Retirement Association of Colorado1,443$297.0K0.00%00.0%Unchanged
Penserra Capital Management LLC1,436$295.0K0.01%−224−13.5%Reduced
HighTower Advisors, LLC1,418$290.0K0.00%−27−1.9%Reduced
Versor Investments LP1,406$289.0K0.02%−648−31.5%Reduced
Vestcor Inc1,350$278.0K0.01%+726+116.3%Added
Neuberger Berman Group LLC1,323$273.0K0.00%−98−6.9%Reduced
Boothbay Fund Management, LLC1,248$257.0K0.01%+1,248New
AlphaCrest Capital Management LLC1,226$252.0K0.02%+1,226New
Bank of Montreal965$251.0K0.00%+965New
ProShare Advisors LLC1,206$248.0K0.00%−69−5.4%Reduced
Aquatic Capital Management LLC1,100$226.0K0.02%+1,100New
Great Lakes Advisors, LLC1,060$218.0K0.00%−327−23.6%Reduced
MML Investors Services, LLC1,025$211.0K0.00%−23−2.2%Reduced
Spears Abacus Advisors LLC996$205.0K0.02%−44−4.2%Reduced
Advisor Group Holdings, Inc.915$188.0K0.00%+1+0.1%Added
Wells Fargo & Company879$182.0K0.00%−81−8.4%Reduced
Nisa Investment Advisors, LLC826$175.0K0.00%+6+0.7%Added
BI Asset Management Fondsmaeglerselskab A/S839$173.0K0.01%−64−7.1%Reduced
KBC Group NV738$152.0K0.00%00.0%Unchanged
Point72 Hong Kong Ltd727$150.0K0.01%+727New
The PNC Financial Services Group, Inc.711$145.0K0.00%−3−0.4%Reduced
Ameritas Investment Partners, Inc.708$145.0K0.01%00.0%Unchanged
Metropolitan Life Insurance Co509$104.7K0.00%−56−9.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)462$95.0K0.00%00.0%Unchanged
State of Wyoming441$91.0K0.04%+320+264.5%Added
Public Employees Retirement System of Ohio369$76.0K0.00%00.0%Unchanged
US Bancorp364$75.0K0.00%−18−4.7%Reduced
Financial Management Professionals, Inc.355$73.0K0.02%+123+53.0%Added
Macquarie Group Ltd87$45.0K0.00%−133−60.5%Reduced
Gibson Wealth Advisors LLC200$41.0K0.05%00.0%Unchanged
CWM, LLC170$35.0K0.00%+21+14.1%Added