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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 2022

Institutional positions in Cavco Industries, Inc. as of Dec 31, 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
251
+16 vs. Q3 2022
Shares held
8.17M
−194.1K (−2.3%) vs. Q3 2022
Total value
$1.85B
+$127.3M (+7.4%) vs. Q3 2022
New holders
39
85 more added
Sold out
23
90 more reduced

5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2022: 251 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 2022: $1.85B
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 2022

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2022.

Institutions holding CVCO in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC2$00.00%00.0%Unchanged
Ronald Blue Trust, Inc.2$00.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$00.00%+1New
Tfo-TDC, LLC3$1220.00%+3New
Sofos Investments, Inc.226$1830.00%+226New
Parallel Advisors, LLC1$2260.00%00.0%Unchanged
Versant Capital Management, Inc1$2260.00%00.0%Unchanged
Disciplined Investments, LLC1$2260.00%00.0%Unchanged
AdvisorNet Financial, Inc1$2260.00%+1New
Bell Investment Advisors, Inc2$4520.00%+2New
Global Retirement Partners, LLC2$4530.00%00.0%Unchanged
SJS Investment Consulting Inc.3$6790.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4$9050.00%00.0%Unchanged
ClariVest Asset Management LLC4$1.00K0.00%00.0%Unchanged
Rockefeller Capital Management L.P.6$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$1.13K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.13K0.00%00.0%Unchanged
Cornerstone Planning Group LLC5$1.25K0.00%+5New
Farmers & Merchants Investments Inc6$1.36K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.36K0.00%00.0%Unchanged
Schubert & Co8$1.81K0.00%+4+100.0%Added
Tower Research Capital LLC (TRC)13$2.00K0.00%−2,694−99.5%Reduced
Sageworth Trust Co11$2.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC9$2.04K0.00%+9New
Northwestern Mutual Wealth Management Co11$2.49K0.00%+11New
Prestige Wealth Management Group LLC13$2.94K0.00%+13New
Vigilant Capital Management, LLC18$4.00K0.00%00.0%Unchanged
Fiduciary Alliance LLC19$4.30K0.00%+19New
Cambridge Trust Co20$5.00K0.00%−27−57.4%Reduced
Hollencrest Capital Management25$5.66K0.00%+25New
Cary Street Partner Investment Advisory LLC26$5.88K0.00%+26New
Front Row Advisors LLC27$6.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC27$6.11K0.00%00.0%Unchanged
Parkside Financial Bank & Trust33$7.47K0.00%00.0%Unchanged
Belpointe Asset Management LLC41$9.28K0.00%+41New
Quadrant Capital Group LLC43$9.73K0.00%−50−53.8%Reduced
Huntington National Bank46$10.4K0.00%−14−23.3%Reduced
Lee Financial Co69$15.6K0.00%00.0%Unchanged
IFP Advisors, Inc28$17.0K0.00%−6−17.6%Reduced
National Bank of Canada84$19.0K0.00%+84New
CWM, LLC113$26.0K0.00%−57−33.5%Reduced
Public Employees Retirement System of Ohio125$28.0K0.00%−244−66.1%Reduced
Sutton Wealth Advisors Inc.140$31.7K0.01%00.0%Unchanged
Comerica Securities,inc.142$32.1K0.00%+142New
Federated Hermes, Inc.175$39.6K0.00%+50+40.0%Added
Meeder Asset Management Inc258$58.4K0.01%+141+120.5%Added
US Bancorp329$74.4K0.00%−35−9.6%Reduced
Financial Management Professionals, Inc.351$79.0K0.02%−4−1.1%Reduced
Fifth Third Bancorp362$81.9K0.00%+334+1,192.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)462$104.5K0.00%00.0%Unchanged
Metropolitan Life Insurance Co550$124.4K0.01%+41+8.1%Added
Wells Fargo & Company585$132.4K0.00%−294−33.4%Reduced
Covestor Ltd658$149.0K0.12%+656+32,800.0%Added
The PNC Financial Services Group, Inc.691$156.3K0.00%−20−2.8%Reduced
Vestcor Inc726$164.0K0.01%−624−46.2%Reduced
KBC Group NV738$167.0K0.00%00.0%Unchanged
Lakewood Asset Management LLC758$171.0K0.14%+758New
Aquatic Capital Management LLC800$181.0K0.01%−300−27.3%Reduced
Ameritas Investment Partners, Inc.708$183.2K0.01%00.0%Unchanged
Nisa Investment Advisors, LLC826$187.0K0.00%00.0%Unchanged
State of Wyoming888$200.9K0.07%+447+101.4%Added
Kula Investments, LLC889$201.1K0.07%+889New
Bank of Montreal919$210.4K0.00%−46−4.8%Reduced
Advisor Group Holdings, Inc.947$214.0K0.00%+32+3.5%Added
Pictet Asset Management SA996$225.0K0.00%+996New
Spears Abacus Advisors LLC996$225.3K0.02%00.0%Unchanged
Guggenheim Capital LLC1,000$226.3K0.00%+1,000New
Winton Group Ltd1,029$232.8K0.02%+1,029New
State of Wisconsin Investment Board1,052$238.0K0.00%−551−34.4%Reduced
MML Investors Services, LLC1,116$252.0K0.00%+91+8.9%Added
Penserra Capital Management LLC1,127$254.0K0.01%−309−21.5%Reduced
Two Sigma Securities, LLC1,146$259.3K0.04%+1,146New
Neuberger Berman Group LLC1,254$283.7K0.00%−69−5.2%Reduced
HighTower Advisors, LLC1,357$308.0K0.00%−61−4.3%Reduced
Walleye Capital LLC1,373$310.6K0.01%+1,373New
ProShare Advisors LLC1,389$314.3K0.00%+183+15.2%Added
Versor Investments LP1,401$317.0K0.03%−5−0.4%Reduced
Public Employees Retirement Association of Colorado1,443$326.0K0.00%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp1,451$328.3K0.00%+1,451New
Petrus Trust Company, LTA1,476$333.9K0.04%+1,476New
Alps Advisors Inc1,498$338.9K0.00%−10−0.7%Reduced
Everence Capital Management Inc1,500$339.0K0.03%00.0%Unchanged
Regions Financial Corp1,572$356.0K0.00%−5−0.3%Reduced
Gsa Capital Partners LLP1,572$356.0K0.04%+1,572New
SEI Investments Co1,618$366.1K0.00%+62+4.0%Added
Park Avenue Securities LLC1,682$381.0K0.01%−55−3.2%Reduced
Y-Intercept (Hong Kong) Ltd1,687$381.7K0.06%−448−21.0%Reduced
Mutual of America Capital Management LLC1,737$393.0K0.00%+91+5.5%Added
Pathstone Family Office, LLC2,121$407.3K0.01%+297+16.3%Added
D. E. Shaw & Co., Inc.1,811$409.7K0.00%−706−28.0%Reduced
Carolina Wealth Advisors, LLC1,872$424.0K0.27%+1,872New
Verus Capital Partners, LLC1,935$437.8K0.08%−405−17.3%Reduced
Mariner, LLC1,942$439.0K0.00%+27+1.4%Added
Sheets Smith Wealth Management2,028$458.8K0.07%00.0%Unchanged
Westwood Holdings Group Inc.2,127$481.0K0.00%+2,127New
Janney Montgomery Scott LLC2,131$482.0K0.00%+536+33.6%Added
BI Asset Management Fondsmaeglerselskab A/S2,149$486.0K0.01%+1,310+156.1%Added
SG Americas Securities, LLC2,178$493.0K0.01%+184+9.2%Added
Advisory Research Inc2,266$512.7K0.05%+2,266New
West Coast Financial LLC2,300$520.4K0.09%−34,614−93.8%Reduced