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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
Metropolitan Life Insurance Co550$124.4K0.01%+41+8.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)462$104.5K0.00%00.0%Unchanged
Fifth Third Bancorp362$81.9K0.00%+334+1,192.9%Added
Financial Management Professionals, Inc.351$79.0K0.02%−4−1.1%Reduced
US Bancorp329$74.4K0.00%−35−9.6%Reduced
Meeder Asset Management Inc258$58.4K0.01%+141+120.5%Added
Federated Hermes, Inc.175$39.6K0.00%+50+40.0%Added
Comerica Securities,inc.142$32.1K0.00%+142New
Sutton Wealth Advisors Inc.140$31.7K0.01%00.0%Unchanged
Public Employees Retirement System of Ohio125$28.0K0.00%−244−66.1%Reduced
CWM, LLC113$26.0K0.00%−57−33.5%Reduced
National Bank of Canada84$19.0K0.00%+84New
IFP Advisors, Inc28$17.0K0.00%−6−17.6%Reduced
Lee Financial Co69$15.6K0.00%00.0%Unchanged
Huntington National Bank46$10.4K0.00%−14−23.3%Reduced
Quadrant Capital Group LLC43$9.73K0.00%−50−53.8%Reduced
Belpointe Asset Management LLC41$9.28K0.00%+41New
Parkside Financial Bank & Trust33$7.47K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC27$6.11K0.00%00.0%Unchanged
Front Row Advisors LLC27$6.00K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC26$5.88K0.00%+26New
Hollencrest Capital Management25$5.66K0.00%+25New
Cambridge Trust Co20$5.00K0.00%−27−57.4%Reduced
Fiduciary Alliance LLC19$4.30K0.00%+19New
Vigilant Capital Management, LLC18$4.00K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC13$2.94K0.00%+13New
Northwestern Mutual Wealth Management Co11$2.49K0.00%+11New
Clearstead Advisors, LLC9$2.04K0.00%+9New
Tower Research Capital LLC (TRC)13$2.00K0.00%−2,694−99.5%Reduced
Sageworth Trust Co11$2.00K0.00%00.0%Unchanged
Schubert & Co8$1.81K0.00%+4+100.0%Added
Farmers & Merchants Investments Inc6$1.36K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.36K0.00%00.0%Unchanged
Cornerstone Planning Group LLC5$1.25K0.00%+5New
JFS Wealth Advisors, LLC5$1.13K0.00%00.0%Unchanged
Larson Financial Group LLC5$1.13K0.00%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
Blue Bell Private Wealth Management, LLC4$9050.00%00.0%Unchanged
SJS Investment Consulting Inc.3$6790.00%00.0%Unchanged
Global Retirement Partners, LLC2$4530.00%00.0%Unchanged
Bell Investment Advisors, Inc2$4520.00%+2New
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
Sofos Investments, Inc.226$1830.00%+226New
Tfo-TDC, LLC3$1220.00%+3New
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
Timelo Investment Management Inc.0$00.00%−4,679−100.0%Sold out
HRT Financial LP0$00.00%−3,711−100.0%Sold out
Trexquant Investment LP0$00.00%−3,531−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−2,975−100.0%Sold out
Duality Advisers, LP0$00.00%−2,673−100.0%Sold out
Ergoteles LLC0$00.00%−2,090−100.0%Sold out
Sumitomo Mitsui Trust Holdings, Inc.0$00.00%−2,006−100.0%Sold out
Ci Investments Inc.0$00.00%−1,720−100.0%Sold out
Squarepoint Ops LLC0$00.00%−1,719−100.0%Sold out
NinePointTwo Capital0$00.00%−1,642−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,248−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−1,226−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−1,060−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−727−100.0%Sold out
Macquarie Group Ltd0$00.00%−87−100.0%Sold out
Trust Co of Vermont0$00.00%−47−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−16−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−3−100.0%Sold out
Ellevest, Inc.0$00.00%−4−100.0%Sold out
Lindbrook Capital, LLC0$00.00%−5−100.0%Sold out
Bourgeon Capital Management LLC0$00.00%−2−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−2−100.0%Sold out
Capital Growth Management LP––––Not filed
Walthausen & Co., LLC––––Not filed
South Shore Capital Advisors––––Not filed
Wipfli Financial Advisors LLC,––––Not filed
Surevest, LLC––––Not filed