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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 5,889 | $1.33M | 0.08% | −4,612−43.9% | Reduced |
| State of Alaska, Department of Revenue | 5,769 | $1.30M | 0.02% | +41+0.7% | Added |
| Yousif Capital Management, LLC | 5,572 | $1.26M | 0.02% | −1,360−19.6% | Reduced |
| Texas Permanent School Fund | 5,570 | $1.26M | 0.02% | −385−6.5% | Reduced |
| Teacher Retirement System of Texas | 5,486 | $1.24M | 0.01% | −6,030−52.4% | Reduced |
| Roumell Asset Management, LLC | 5,450 | $1.23M | 3.05% | +5,450 | New |
| Deutsche Bank AG | 5,358 | $1.21M | 0.00% | +868+19.3% | Added |
| Shaker Investments LLC | 5,270 | $1.19M | 0.74% | −2,804−34.7% | Reduced |
| Oppenheimer Asset Management Inc. | 5,196 | $1.18M | 0.02% | −19−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 5,101 | $1.15M | 0.02% | −65−1.3% | Reduced |
| AQR Capital Management LLC | 4,998 | $1.13M | 0.00% | −1,104−18.1% | Reduced |
| Anchor Capital Advisors LLC | 4,853 | $1.10M | 0.03% | −185−3.7% | Reduced |
| American International Group, Inc. | 4,799 | $1.09M | 0.01% | −36−0.7% | Reduced |
| Rafferty Asset Management, LLC | 4,772 | $1.08M | 0.01% | +587+14.0% | Added |
| MetLife Investment Management | 4,733 | $1.07M | 0.01% | −93−1.9% | Reduced |
| Capula Management Ltd | 4,590 | $1.04M | 0.11% | +4,590 | New |
| Aviva PLC | 4,458 | $1.01M | 0.00% | −2,491−35.8% | Reduced |
| Victory Capital Management Inc | 4,308 | $974.7K | 0.00% | −6,153−58.8% | Reduced |
| Virginia Retirement Systems Et Al | 4,200 | $950.3K | 0.01% | +400+10.5% | Added |
| Amalgamated Bank | 4,175 | $945.0K | 0.01% | +45+1.1% | Added |
| Dynamic Technology Lab Private Ltd | 4,080 | $923.0K | 0.09% | −1,891−31.7% | Reduced |
| Boston Partners | 4,039 | $913.8K | 0.00% | +1,242+44.4% | Added |
| 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 |
| Jackson Creek Investment Advisors LLC | 3,953 | $894.0K | 0.40% | −180−4.4% | Reduced |
| Louisiana State Employees Retirement System | 3,900 | $882.0K | 0.02% | −100−2.5% | Reduced |
| Algert Global LLC | 3,790 | $857.5K | 0.05% | +3,790 | New |
| CIBC World Markets Inc. | 3,784 | $856.0K | 0.00% | −401−9.6% | Reduced |
| M&T Bank Corp | 3,646 | $824.5K | 0.00% | +93+2.6% | Added |
| Vident Investment Advisory, LLC | 3,603 | $815.2K | 0.03% | +3,603 | New |
| New York State Teachers Retirement System | 3,586 | $811.0K | 0.00% | +100+2.9% | Added |
| Manufacturers Life Insurance Company, The | 3,541 | $801.2K | 0.00% | −114−3.1% | Reduced |
| Janus Henderson Group PLC | 3,537 | $799.9K | 0.00% | +3,537 | New |
| Hillsdale Investment Management Inc. | 3,500 | $791.9K | 0.07% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,420 | $773.8K | 0.02% | +37+1.1% | Added |
| TD Asset Management Inc | 3,300 | $746.6K | 0.00% | −6,264−65.5% | Reduced |
| Ensign Peak Advisors, Inc | 2,940 | $665.2K | 0.00% | −100−3.3% | Reduced |
| Man Group plc | 2,901 | $656.4K | 0.00% | −61,644−95.5% | Reduced |
| Voloridge Investment Management, LLC | 2,891 | $654.1K | 0.00% | +2,891 | New |
| Moloney Securities Asset Management, LLC | 2,774 | $627.6K | 0.14% | +2,774 | New |
| Oregon Public Employees Retirement Fund | 2,741 | $620.2K | 0.01% | −5−0.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,614 | $592.0K | 0.01% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 2,572 | $581.9K | 0.00% | +20+0.8% | Added |
| Lazard Asset Management LLC | 2,560 | $579.0K | 0.00% | +69+2.8% | Added |
| Cornercap Investment Counsel Inc | 2,553 | $577.6K | 0.10% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,552 | $577.4K | 0.00% | +101+4.1% | Added |
| Virtu Financial LLC | 2,440 | $552.0K | 0.07% | +2,440 | New |
| XTX Topco Ltd | 2,409 | $545.0K | 0.12% | +655+37.3% | Added |
| Arizona State Retirement System | 2,384 | $539.4K | 0.01% | +49+2.1% | Added |
| HSBC Holdings PLC | 2,359 | $533.1K | 0.00% | +335+16.6% | Added |
| New York Life Investment Management LLC | 2,356 | $533.0K | 0.01% | +266+12.7% | Added |
| West Coast Financial LLC | 2,300 | $520.4K | 0.09% | −34,614−93.8% | Reduced |
| Advisory Research Inc | 2,266 | $512.7K | 0.05% | +2,266 | New |
| SG Americas Securities, LLC | 2,178 | $493.0K | 0.01% | +184+9.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 2,149 | $486.0K | 0.01% | +1,310+156.1% | Added |
| Janney Montgomery Scott LLC | 2,131 | $482.0K | 0.00% | +536+33.6% | Added |
| Westwood Holdings Group Inc. | 2,127 | $481.0K | 0.00% | +2,127 | New |
| Sheets Smith Wealth Management | 2,028 | $458.8K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 1,942 | $439.0K | 0.00% | +27+1.4% | Added |
| Verus Capital Partners, LLC | 1,935 | $437.8K | 0.08% | −405−17.3% | Reduced |
| Carolina Wealth Advisors, LLC | 1,872 | $424.0K | 0.27% | +1,872 | New |
| D. E. Shaw & Co., Inc. | 1,811 | $409.7K | 0.00% | −706−28.0% | Reduced |
| Pathstone Family Office, LLC | 2,121 | $407.3K | 0.01% | +297+16.3% | Added |
| Mutual of America Capital Management LLC | 1,737 | $393.0K | 0.00% | +91+5.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 1,687 | $381.7K | 0.06% | −448−21.0% | Reduced |
| Park Avenue Securities LLC | 1,682 | $381.0K | 0.01% | −55−3.2% | Reduced |
| SEI Investments Co | 1,618 | $366.1K | 0.00% | +62+4.0% | Added |
| Regions Financial Corp | 1,572 | $356.0K | 0.00% | −5−0.3% | Reduced |
| Gsa Capital Partners LLP | 1,572 | $356.0K | 0.04% | +1,572 | New |
| Everence Capital Management Inc | 1,500 | $339.0K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 1,498 | $338.9K | 0.00% | −10−0.7% | Reduced |
| Petrus Trust Company, LTA | 1,476 | $333.9K | 0.04% | +1,476 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,451 | $328.3K | 0.00% | +1,451 | New |
| Public Employees Retirement Association of Colorado | 1,443 | $326.0K | 0.00% | 00.0% | Unchanged |
| Versor Investments LP | 1,401 | $317.0K | 0.03% | −5−0.4% | Reduced |
| ProShare Advisors LLC | 1,389 | $314.3K | 0.00% | +183+15.2% | Added |
| Walleye Capital LLC | 1,373 | $310.6K | 0.01% | +1,373 | New |
| HighTower Advisors, LLC | 1,357 | $308.0K | 0.00% | −61−4.3% | Reduced |
| Neuberger Berman Group LLC | 1,254 | $283.7K | 0.00% | −69−5.2% | Reduced |
| Two Sigma Securities, LLC | 1,146 | $259.3K | 0.04% | +1,146 | New |
| Penserra Capital Management LLC | 1,127 | $254.0K | 0.01% | −309−21.5% | Reduced |
| MML Investors Services, LLC | 1,116 | $252.0K | 0.00% | +91+8.9% | Added |
| State of Wisconsin Investment Board | 1,052 | $238.0K | 0.00% | −551−34.4% | Reduced |
| Winton Group Ltd | 1,029 | $232.8K | 0.02% | +1,029 | New |
| Guggenheim Capital LLC | 1,000 | $226.3K | 0.00% | +1,000 | New |
| Spears Abacus Advisors LLC | 996 | $225.3K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management SA | 996 | $225.0K | 0.00% | +996 | New |
| Advisor Group Holdings, Inc. | 947 | $214.0K | 0.00% | +32+3.5% | Added |
| Bank of Montreal | 919 | $210.4K | 0.00% | −46−4.8% | Reduced |
| Kula Investments, LLC | 889 | $201.1K | 0.07% | +889 | New |
| State of Wyoming | 888 | $200.9K | 0.07% | +447+101.4% | Added |
| Nisa Investment Advisors, LLC | 826 | $187.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 708 | $183.2K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 800 | $181.0K | 0.01% | −300−27.3% | Reduced |
| Lakewood Asset Management LLC | 758 | $171.0K | 0.14% | +758 | New |
| KBC Group NV | 738 | $167.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 726 | $164.0K | 0.01% | −624−46.2% | Reduced |
| The PNC Financial Services Group, Inc. | 691 | $156.3K | 0.00% | −20−2.8% | Reduced |
| Covestor Ltd | 658 | $149.0K | 0.12% | +656+32,800.0% | Added |
| Wells Fargo & Company | 585 | $132.4K | 0.00% | −294−33.4% | Reduced |