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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New York Life Investment Management LLC | 2,356 | $533.0K | 0.01% | +266+12.7% | Added |
| HSBC Holdings PLC | 2,359 | $533.1K | 0.00% | +335+16.6% | Added |
| Arizona State Retirement System | 2,384 | $539.4K | 0.01% | +49+2.1% | Added |
| XTX Topco Ltd | 2,409 | $545.0K | 0.12% | +655+37.3% | Added |
| Virtu Financial LLC | 2,440 | $552.0K | 0.07% | +2,440 | New |
| First Republic Investment Management, Inc. | 2,552 | $577.4K | 0.00% | +101+4.1% | Added |
| Cornercap Investment Counsel Inc | 2,553 | $577.6K | 0.10% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,560 | $579.0K | 0.00% | +69+2.8% | Added |
| State Board of Administration of Florida Retirement System | 2,572 | $581.9K | 0.00% | +20+0.8% | Added |
| Teachers Retirement System of the State of Kentucky | 2,614 | $592.0K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 2,741 | $620.2K | 0.01% | −5−0.2% | Reduced |
| Moloney Securities Asset Management, LLC | 2,774 | $627.6K | 0.14% | +2,774 | New |
| Voloridge Investment Management, LLC | 2,891 | $654.1K | 0.00% | +2,891 | New |
| Man Group plc | 2,901 | $656.4K | 0.00% | −61,644−95.5% | Reduced |
| Ensign Peak Advisors, Inc | 2,940 | $665.2K | 0.00% | −100−3.3% | Reduced |
| TD Asset Management Inc | 3,300 | $746.6K | 0.00% | −6,264−65.5% | Reduced |
| Maryland State Retirement & Pension System | 3,420 | $773.8K | 0.02% | +37+1.1% | Added |
| Hillsdale Investment Management Inc. | 3,500 | $791.9K | 0.07% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 3,537 | $799.9K | 0.00% | +3,537 | New |
| Manufacturers Life Insurance Company, The | 3,541 | $801.2K | 0.00% | −114−3.1% | Reduced |
| New York State Teachers Retirement System | 3,586 | $811.0K | 0.00% | +100+2.9% | Added |
| Vident Investment Advisory, LLC | 3,603 | $815.2K | 0.03% | +3,603 | New |
| M&T Bank Corp | 3,646 | $824.5K | 0.00% | +93+2.6% | Added |
| CIBC World Markets Inc. | 3,784 | $856.0K | 0.00% | −401−9.6% | Reduced |
| Algert Global LLC | 3,790 | $857.5K | 0.05% | +3,790 | New |
| Louisiana State Employees Retirement System | 3,900 | $882.0K | 0.02% | −100−2.5% | Reduced |
| Jackson Creek Investment Advisors LLC | 3,953 | $894.0K | 0.40% | −180−4.4% | Reduced |
| STRS Ohio | 4,000 | $905.0K | 0.00% | −700−14.9% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $905.0K | 0.15% | 00.0% | Unchanged |
| Boston Partners | 4,039 | $913.8K | 0.00% | +1,242+44.4% | Added |
| Dynamic Technology Lab Private Ltd | 4,080 | $923.0K | 0.09% | −1,891−31.7% | Reduced |
| Amalgamated Bank | 4,175 | $945.0K | 0.01% | +45+1.1% | Added |
| Virginia Retirement Systems Et Al | 4,200 | $950.3K | 0.01% | +400+10.5% | Added |
| Victory Capital Management Inc | 4,308 | $974.7K | 0.00% | −6,153−58.8% | Reduced |
| Aviva PLC | 4,458 | $1.01M | 0.00% | −2,491−35.8% | Reduced |
| Capula Management Ltd | 4,590 | $1.04M | 0.11% | +4,590 | New |
| MetLife Investment Management | 4,733 | $1.07M | 0.01% | −93−1.9% | Reduced |
| Rafferty Asset Management, LLC | 4,772 | $1.08M | 0.01% | +587+14.0% | Added |
| American International Group, Inc. | 4,799 | $1.09M | 0.01% | −36−0.7% | Reduced |
| Anchor Capital Advisors LLC | 4,853 | $1.10M | 0.03% | −185−3.7% | Reduced |
| AQR Capital Management LLC | 4,998 | $1.13M | 0.00% | −1,104−18.1% | Reduced |
| ExodusPoint Capital Management, LP | 5,101 | $1.15M | 0.02% | −65−1.3% | Reduced |
| Oppenheimer Asset Management Inc. | 5,196 | $1.18M | 0.02% | −19−0.4% | Reduced |
| Shaker Investments LLC | 5,270 | $1.19M | 0.74% | −2,804−34.7% | Reduced |
| Deutsche Bank AG | 5,358 | $1.21M | 0.00% | +868+19.3% | Added |
| Roumell Asset Management, LLC | 5,450 | $1.23M | 3.05% | +5,450 | New |
| Teacher Retirement System of Texas | 5,486 | $1.24M | 0.01% | −6,030−52.4% | Reduced |
| Texas Permanent School Fund | 5,570 | $1.26M | 0.02% | −385−6.5% | Reduced |
| Yousif Capital Management, LLC | 5,572 | $1.26M | 0.02% | −1,360−19.6% | Reduced |
| State of Alaska, Department of Revenue | 5,769 | $1.30M | 0.02% | +41+0.7% | Added |
| Prelude Capital Management, LLC | 5,889 | $1.33M | 0.08% | −4,612−43.9% | Reduced |
| Putnam Investments LLC | 5,901 | $1.34M | 0.00% | +5,901 | New |
| Jump Financial, LLC | 6,400 | $1.45M | 0.08% | −8−0.1% | Reduced |
| Gotham Asset Management, LLC | 6,512 | $1.47M | 0.04% | +845+14.9% | Added |
| Comerica Bank | 5,683 | $1.49M | 0.01% | −1,593−21.9% | Reduced |
| New York State Common Retirement Fund | 6,633 | $1.50M | 0.00% | −31−0.5% | Reduced |
| Two Sigma Advisers, LP | 6,670 | $1.51M | 0.00% | +700+11.7% | Added |
| UBS Asset Management Americas Inc | 6,736 | $1.52M | 0.00% | −989−12.8% | Reduced |
| SG Capital Management LLC | 7,556 | $1.71M | 1.02% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 7,919 | $1.79M | 0.03% | +6,419+427.9% | Added |
| Marks Group Wealth Management, Inc | 8,000 | $1.81M | 0.25% | +121+1.5% | Added |
| State of Tennessee, Treasury Department | 8,005 | $1.81M | 0.01% | +1,316+19.7% | Added |
| Brinker Capital Investments, LLC | 8,191 | $1.85M | 0.04% | +402+5.2% | Added |
| Great West Life Assurance Co | 8,448 | $1.91M | 0.01% | −1,054−11.1% | Reduced |
| Thrivent Financial for Lutherans | 8,499 | $1.92M | 0.00% | −52−0.6% | Reduced |
| Millennium Management LLC | 8,680 | $1.96M | 0.00% | −72,635−89.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,867 | $2.01M | 0.02% | +1,330+17.6% | Added |
| BNP Paribas Arbitrage, SA | 8,963 | $2.03M | 0.01% | −2,957−24.8% | Reduced |
| Globeflex Capital L P | 8,989 | $2.03M | 0.26% | −426−4.5% | Reduced |
| Credit Suisse AG | 9,325 | $2.11M | 0.00% | −194−2.0% | Reduced |
| Los Angeles Capital Management LLC | 10,228 | $2.31M | 0.01% | −2,486−19.6% | Reduced |
| Jane Street Group, LLC | 10,362 | $2.34M | 0.00% | +4,552+78.3% | Added |
| Citigroup Inc | 10,539 | $2.38M | 0.00% | +2,010+23.6% | Added |
| State of New Jersey Common Pension Fund D | 10,617 | $2.40M | 0.01% | +983+10.2% | Added |
| M&G Investment Management Ltd | 10,735 | $2.43M | 0.02% | +4,915+84.5% | Added |
| California State Teachers Retirement System | 10,909 | $2.47M | 0.00% | −8−0.1% | Reduced |
| Prudential Financial Inc | 11,069 | $2.50M | 0.00% | −90−0.8% | Reduced |
| UBS Group AG | 11,184 | $2.53M | 0.00% | −20,933−65.2% | Reduced |
| Barclays PLC | 11,646 | $2.63M | 0.00% | +2,784+31.4% | Added |
| Royal Bank of Canada | 11,652 | $2.64M | 0.00% | +1,758+17.8% | Added |
| Alliancebernstein L.P. | 12,021 | $2.72M | 0.00% | +9+0.1% | Added |
| Gibson Wealth Advisors LLC | 12,600 | $2.80M | 0.05% | +12,400+6,200.0% | Added |
| Cubist Systematic Strategies, LLC | 12,468 | $2.82M | 0.02% | +1,735+16.2% | Added |
| Gendell Jeffrey L | 13,306 | $3.01M | 0.27% | 00.0% | Unchanged |
| First Trust Advisors LP | 13,574 | $3.07M | 0.00% | +340+2.6% | Added |
| JPMorgan Chase & Co | 13,770 | $3.12M | 0.00% | +994+7.8% | Added |
| Raymond James & Associates | 13,844 | $3.13M | 0.00% | −222−1.6% | Reduced |
| Robeco Schweiz AG | 13,996 | $3.17M | 0.06% | +13,996 | New |
| Ancora Advisors, LLC | 14,205 | $3.21M | 0.09% | −3,182−18.3% | Reduced |
| Public Sector Pension Investment Board | 15,073 | $3.41M | 0.03% | −90−0.6% | Reduced |
| Truist Financial Corp | 15,153 | $3.43M | 0.01% | +48+0.3% | Added |
| Qube Research & Technologies Ltd | 15,595 | $3.53M | 0.02% | +4,124+36.0% | Added |
| Russell Investments Group, Ltd. | 16,373 | $3.70M | 0.01% | +1,327+8.8% | Added |
| Allspring Global Investments Holdings, LLC | 16,470 | $3.73M | 0.01% | +636+4.0% | Added |
| Crown Advisors Management, Inc. | 18,000 | $4.07M | 3.71% | −6,000−25.0% | Reduced |
| Avalon Investment & Advisory | 18,256 | $4.13M | 0.12% | −628−3.3% | Reduced |
| Bank of America Corp | 18,314 | $4.14M | 0.00% | +7,897+75.8% | Added |
| Citadel Advisors LLC | 18,584 | $4.20M | 0.00% | −1,790−8.8% | Reduced |
| First Eagle Investment Management, LLC | 18,856 | $4.27M | 0.01% | +3,264+20.9% | Added |
| Empowered Funds, LLC | 19,307 | $4.37M | 0.29% | +19,307 | New |