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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, Q1 2023

Institutional positions in Cavco Industries, Inc. as of Mar 31, 2023. 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
260
+12 vs. Q4 2022
Shares held
8.33M
+180.0K (+2.2%) vs. Q4 2022
Total value
$2.64B
+$792.2M (+43.0%) vs. Q4 2022
New holders
47
76 more added
Sold out
35
103 more reduced

3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 260 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 heldQ1 2023: $2.64B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2022.

Institutions holding CVCO in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Sofos Investments, Inc.318$10.00%+92+40.7%Added
Versant Capital Management, Inc1$3110.00%00.0%Unchanged
Parallel Advisors, LLC1$3180.00%00.0%Unchanged
Disciplined Investments, LLC1$3180.00%00.0%Unchanged
Signaturefd, LLC1$3180.00%+1New
TCI Wealth Advisors, Inc.1$3180.00%+1New
Global Retirement Partners, LLC2$5920.00%00.0%Unchanged
AdvisorNet Financial, Inc2$6350.00%+1+100.0%Added
ClariVest Asset Management LLC4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
National Bank of Canada4$1.27K0.00%−80−95.2%Reduced
Blue Bell Private Wealth Management, LLC4$1.27K0.00%00.0%Unchanged
SJS Investment Consulting Inc.4$1.27K0.00%+1+33.3%Added
Larson Financial Group LLC5$1.59K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc6$1.91K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.91K0.00%00.0%Unchanged
Dark Forest Capital Management LP6$1.91K0.00%+6New
JFS Wealth Advisors, LLC6$1.91K0.00%+1+20.0%Added
Schubert & Co8$2.54K0.00%00.0%Unchanged
Clearstead Advisors, LLC9$2.86K0.00%00.0%Unchanged
Milestone Investment Advisors LLC10$3.18K0.00%+10New
Sageworth Trust Co11$3.50K0.00%00.0%Unchanged
Allworth Financial LP11$3.50K0.00%+11New
EverSource Wealth Advisors, LLC17$5.40K0.00%−10−37.0%Reduced
Vigilant Capital Management, LLC18$6.00K0.00%00.0%Unchanged
Cambridge Trust Co20$6.36K0.00%00.0%Unchanged
Hollencrest Capital Management25$7.94K0.00%00.0%Unchanged
Front Row Advisors LLC26$8.00K0.00%−1−3.7%Reduced
Cary Street Partner Investment Advisory LLC26$8.26K0.00%00.0%Unchanged
Parkside Financial Bank & Trust33$10.5K0.00%00.0%Unchanged
Quadrant Capital Group LLC39$12.4K0.00%−4−9.3%Reduced
Huntington National Bank41$13.0K0.00%−5−10.9%Reduced
Plante Moran Financial Advisors, LLC45$14.3K0.00%+45New
Belpointe Asset Management LLC56$17.8K0.00%+15+36.6%Added
Tucker Asset Management LLC56$17.8K0.01%+56New
Lee Financial Co69$21.9K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC95$30.2K0.00%+95New
Advisory Services Network, LLC100$31.8K0.00%+100New
CWM, LLC102$32.0K0.00%−11−9.7%Reduced
Public Employees Retirement System of Ohio133$42.0K0.00%+8+6.4%Added
Sandy Spring Bank150$47.7K0.00%+150New
GWM Advisors LLC165$52.4K0.00%+165New
Federated Hermes, Inc.240$76.3K0.00%+65+37.1%Added
Meeder Asset Management Inc258$82.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)301$96.0K0.00%+288+2,215.4%Added
US Bancorp324$102.9K0.00%−5−1.5%Reduced
Financial Management Professionals, Inc.351$112.0K0.02%00.0%Unchanged
Fifth Third Bancorp364$115.7K0.00%+2+0.6%Added
Aquatic Capital Management LLC400$127.0K0.01%−400−50.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)462$146.8K0.00%00.0%Unchanged
Metropolitan Life Insurance Co471$149.7K0.01%−79−14.4%Reduced
Simplex Trading, LLC588$186.0K0.01%+588New
Evergreen Capital Management LLC667$211.9K0.01%+667New
KBC Group NV670$213.0K0.00%−68−9.2%Reduced
Covestor Ltd671$213.0K0.19%+13+2.0%Added
Crossmark Global Holdings, Inc.676$214.0K0.01%+676New
Cherry Creek Investment Advisors, Inc.693$220.2K0.16%+693New
The PNC Financial Services Group, Inc.698$221.8K0.00%+7+1.0%Added
Great Lakes Advisors, LLC699$222.1K0.00%+699New
Ameritas Investment Partners, Inc.708$225.0K0.01%00.0%Unchanged
Captrust Financial Advisors713$226.5K0.00%+713New
Vestcor Inc726$231.0K0.01%00.0%Unchanged
Two Sigma Securities, LLC746$237.0K0.02%−400−34.9%Reduced
Lakewood Asset Management LLC763$242.4K0.20%+5+0.7%Added
Raymond James Financial Services Advisors, Inc.764$242.8K0.00%+764New
ExodusPoint Capital Management, LP765$243.0K0.00%−4,336−85.0%Reduced
XTX Topco Ltd786$249.7K0.05%−1,623−67.4%Reduced
Euclidean Technologies Management, LLC810$257.4K0.24%+810New
D. E. Shaw & Co., Inc.821$260.9K0.00%−990−54.7%Reduced
Nisa Investment Advisors, LLC831$264.0K0.00%+5+0.6%Added
Verus Capital Partners, LLC850$270.1K0.04%−1,085−56.1%Reduced
JustInvest LLC853$271.0K0.01%+853New
Trivant Custom Portfolio Group, LLC853$271.0K0.19%+853New
Zebra Capital Management LLC878$279.0K1.39%+878New
Burney Co880$279.6K0.01%+880New
Squarepoint Ops LLC888$282.2K0.00%+888New
MML Investors Services, LLC916$291.0K0.00%−200−17.9%Reduced
Pictet Asset Management SA992$315.2K0.00%−4−0.4%Reduced
Roundview Capital LLC1,011$321.2K0.03%+1,011New
State of Wyoming1,029$327.0K0.10%+141+15.9%Added
HSBC Holdings PLC1,041$330.8K0.00%−1,318−55.9%Reduced
Qube Research & Technologies Ltd1,043$331.4K0.00%−14,552−93.3%Reduced
Amundi1,131$332.4K0.00%+1,131New
State of Wisconsin Investment Board1,065$338.4K0.00%+13+1.2%Added
Advisor Group Holdings, Inc.1,070$339.9K0.00%+123+13.0%Added
Penserra Capital Management LLC1,099$349.0K0.01%−28−2.5%Reduced
Alps Advisors Inc1,112$353.3K0.00%−386−25.8%Reduced
Cornerstone Wealth Management, LLC1,125$357.5K0.04%+1,125New
Hunter Perkins Capital Management, LLC1,183$376.0K0.09%+1,183New
Toroso Investments, LLC1,190$378.0K0.01%+1,190New
Versor Investments LP1,204$382.6K0.05%−197−14.1%Reduced
Bank of Montreal1,221$388.0K0.00%+302+32.9%Added
ProShare Advisors LLC1,246$395.9K0.00%−143−10.3%Reduced
Neuberger Berman Group LLC1,292$410.5K0.00%+38+3.0%Added
Balyasny Asset Management LLC1,328$422.0K0.00%+1,328New
Inceptionr LLC1,339$425.5K0.14%+1,339New
HighTower Advisors, LLC1,350$428.0K0.00%−7−0.5%Reduced
Gallacher Capital Management LLC1,436$456.3K0.27%+1,436New
Public Employees Retirement Association of Colorado1,443$458.0K0.00%00.0%Unchanged