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.
| 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, Q1 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 1,516 | $481.7K | 0.00% | +65+4.5% | Added |
| New York Life Investment Management LLC | 1,549 | $492.2K | 0.01% | −807−34.3% | Reduced |
| Regions Financial Corp | 1,574 | $500.0K | 0.00% | +2+0.1% | Added |
| Centiva Capital, LP | 1,585 | $503.6K | 0.03% | +1,585 | New |
| Diversified Trust Co | 1,647 | $523.3K | 0.02% | +1,647 | New |
| Mutual of America Capital Management LLC | 1,665 | $529.0K | 0.01% | −72−4.1% | Reduced |
| Pathstone Family Office, LLC | 1,804 | $580.1K | 0.01% | −317−14.9% | Reduced |
| West Coast Financial LLC | 1,896 | $602.4K | 0.09% | −404−17.6% | Reduced |
| Mariner, LLC | 1,909 | $607.0K | 0.00% | −33−1.7% | Reduced |
| Everence Capital Management Inc | 1,950 | $620.0K | 0.05% | +450+30.0% | Added |
| State Board of Administration of Florida Retirement System | 1,972 | $626.6K | 0.00% | −600−23.3% | Reduced |
| Two Sigma Investments, LP | 2,000 | $635.5K | 0.00% | +2,000 | New |
| Sheets Smith Wealth Management | 2,028 | $644.4K | 0.10% | 00.0% | Unchanged |
| Atom Investors LP | 2,158 | $685.7K | 0.37% | +2,158 | New |
| Moloney Securities Asset Management, LLC | 2,187 | $694.9K | 0.13% | −587−21.2% | Reduced |
| Carolina Wealth Advisors, LLC | 2,190 | $695.9K | 0.41% | +318+17.0% | Added |
| Ergoteles LLC | 2,203 | $700.0K | 0.03% | +2,203 | New |
| Jump Financial, LLC | 2,244 | $713.0K | 0.03% | −4,156−64.9% | Reduced |
| Wells Fargo & Company | 2,403 | $763.7K | 0.00% | +1,818+310.8% | Added |
| Man Group plc | – | $775.6K | 0.00% | – | – |
| Arizona State Retirement System | 2,452 | $779.1K | 0.01% | +68+2.9% | Added |
| Oregon Public Employees Retirement Fund | 2,592 | $823.6K | 0.01% | −149−5.4% | Reduced |
| First Republic Investment Management, Inc. | 2,607 | $828.3K | 0.00% | +55+2.2% | Added |
| Teachers Retirement System of the State of Kentucky | 2,614 | $830.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,718 | $863.0K | 0.00% | +158+6.2% | Added |
| Jackson Creek Investment Advisors LLC | 2,872 | $913.0K | 0.38% | −1,081−27.3% | Reduced |
| CIBC World Markets Inc. | 2,979 | $947.0K | 0.00% | −805−21.3% | Reduced |
| M&T Bank Corp | 3,161 | $1.00M | 0.00% | −485−13.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,190 | $1.01M | 0.00% | +250+8.5% | Added |
| Two Sigma Advisers, LP | 3,200 | $1.02M | 0.00% | −3,470−52.0% | Reduced |
| Maryland State Retirement & Pension System | 3,256 | $1.03M | 0.02% | −164−4.8% | Reduced |
| STRS Ohio | 3,500 | $1.11M | 0.00% | −500−12.5% | Reduced |
| Janney Montgomery Scott LLC | 3,539 | $1.12M | 0.00% | +1,408+66.1% | Added |
| Manufacturers Life Insurance Company, The | 3,561 | $1.13M | 0.00% | +20+0.6% | Added |
| New York State Teachers Retirement System | 3,586 | $1.14M | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 3,754 | $1.19M | 0.23% | +3,754 | New |
| Victory Capital Management Inc | 3,762 | $1.20M | 0.00% | −546−12.7% | Reduced |
| Amalgamated Bank | 3,783 | $1.20M | 0.01% | −392−9.4% | Reduced |
| Louisiana State Employees Retirement System | 3,800 | $1.21M | 0.03% | −100−2.6% | Reduced |
| Teacher Retirement System of Texas | 3,921 | $1.25M | 0.01% | −1,565−28.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.27M | 0.20% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,090 | $1.30M | 0.00% | −21,856−84.2% | Reduced |
| Algert Global LLC | 4,100 | $1.30M | 0.06% | +310+8.2% | Added |
| Boston Partners | 4,380 | $1.39M | 0.00% | +341+8.4% | Added |
| Anchor Capital Advisors LLC | 4,422 | $1.41M | 0.04% | −431−8.9% | Reduced |
| TD Asset Management Inc | 4,500 | $1.43M | 0.00% | +1,200+36.4% | Added |
| MetLife Investment Management | 4,575 | $1.45M | 0.01% | −158−3.3% | Reduced |
| Advisory Research Inc | 4,675 | $1.49M | 0.24% | +2,409+106.3% | Added |
| American International Group, Inc. | 4,714 | $1.50M | 0.01% | −85−1.8% | Reduced |
| New York State Common Retirement Fund | 4,722 | $1.50M | 0.00% | −1,911−28.8% | Reduced |
| Rafferty Asset Management, LLC | 4,791 | $1.52M | 0.01% | +19+0.4% | Added |
| Yousif Capital Management, LLC | 4,837 | $1.54M | 0.02% | −735−13.2% | Reduced |
| Oppenheimer Asset Management Inc. | 4,855 | $1.54M | 0.02% | −341−6.6% | Reduced |
| Stratos Wealth Partners, LTD. | 4,879 | $1.55M | 0.04% | +4,879 | New |
| Janus Henderson Group PLC | 4,904 | $1.56M | 0.00% | +1,367+38.6% | Added |
| Aviva PLC | 4,981 | $1.58M | 0.01% | +523+11.7% | Added |
| Shaker Investments LLC | 5,358 | $1.70M | 0.95% | +88+1.7% | Added |
| State of Alaska, Department of Revenue | 5,537 | $1.76M | 0.02% | −232−4.0% | Reduced |
| Susquehanna International Group, LLP | 5,594 | $1.78M | 0.00% | +5,594 | New |
| Venator Capital Management Ltd. | 5,800 | $1.84M | 2.62% | +5,800 | New |
| Virginia Retirement Systems Et Al | 6,000 | $1.91M | 0.02% | +1,800+42.9% | Added |
| Prelude Capital Management, LLC | 6,259 | $1.99M | 0.14% | +370+6.3% | Added |
| Gotham Asset Management, LLC | 6,266 | $1.99M | 0.05% | −246−3.8% | Reduced |
| Aviance Capital Partners, LLC | 6,484 | $2.06M | 0.46% | +6,484 | New |
| State of Tennessee, Treasury Department | 6,918 | $2.20M | 0.01% | −1,087−13.6% | Reduced |
| Texas Permanent School Fund | 7,251 | $2.30M | 0.02% | +1,681+30.2% | Added |
| UBS Asset Management Americas Inc | 7,269 | $2.31M | 0.00% | +533+7.9% | Added |
| Great West Life Assurance Co | 7,729 | $2.45M | 0.01% | −719−8.5% | Reduced |
| Marks Group Wealth Management, Inc | 7,893 | $2.51M | 0.32% | −107−1.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 7,919 | $2.52M | 0.06% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 8,007 | $2.54M | 0.03% | −184−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 8,007 | $2.54M | 0.03% | +8,007 | New |
| Thrivent Financial for Lutherans | 8,013 | $2.55M | 0.01% | −486−5.7% | Reduced |
| State of New Jersey Common Pension Fund D | 8,424 | $2.68M | 0.01% | −2,193−20.7% | Reduced |
| AQR Capital Management LLC | 8,460 | $2.69M | 0.01% | +3,462+69.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,561 | $2.72M | 0.02% | −306−3.5% | Reduced |
| Vident Investment Advisory, LLC | 8,836 | $2.81M | 0.09% | +5,233+145.2% | Added |
| Globeflex Capital L P | 8,985 | $2.85M | 0.35% | −40.0% | Reduced |
| Millennium Management LLC | 9,013 | $2.86M | 0.00% | +333+3.8% | Added |
| BNP Paribas Arbitrage, SA | 9,102 | $2.89M | 0.01% | +139+1.6% | Added |
| Los Angeles Capital Management LLC | 9,329 | $2.96M | 0.01% | −899−8.8% | Reduced |
| Credit Suisse AG | 9,950 | $3.16M | 0.00% | +625+6.7% | Added |
| Citigroup Inc | 10,045 | $3.19M | 0.00% | −494−4.7% | Reduced |
| Putnam Investments LLC | 10,202 | $3.24M | 0.01% | +4,301+72.9% | Added |
| Royal Bank of Canada | 10,207 | $3.24M | 0.00% | −1,445−12.4% | Reduced |
| SG Americas Securities, LLC | 10,550 | $3.35M | 0.05% | +8,372+384.4% | Added |
| Prudential Financial Inc | 10,640 | $3.38M | 0.01% | −429−3.9% | Reduced |
| California State Teachers Retirement System | 10,675 | $3.39M | 0.01% | −234−2.1% | Reduced |
| Alliancebernstein L.P. | 10,798 | $3.43M | 0.00% | −1,223−10.2% | Reduced |
| Clark Estates Inc | 11,000 | $3.50M | 0.69% | +11,000 | New |
| Ancora Advisors, LLC | 11,155 | $3.54M | 0.10% | −3,050−21.5% | Reduced |
| Deutsche Bank AG | 11,429 | $3.63M | 0.00% | +6,071+113.3% | Added |
| SEI Investments Co | 11,862 | $3.77M | 0.01% | +10,244+633.1% | Added |
| Barclays PLC | 11,917 | $3.79M | 0.00% | +271+2.3% | Added |
| Goldman Sachs Group Inc | 12,732 | $4.05M | 0.00% | −16,861−57.0% | Reduced |
| Citadel Advisors LLC | 12,824 | $4.07M | 0.00% | −5,760−31.0% | Reduced |
| Crown Advisors Management, Inc. | 13,000 | $4.13M | 3.08% | −5,000−27.8% | Reduced |
| Raymond James & Associates | 13,690 | $4.35M | 0.00% | −154−1.1% | Reduced |
| First Trust Advisors LP | 13,941 | $4.43M | 0.01% | +367+2.7% | Added |
| Robeco Schweiz AG | 13,996 | $4.45M | 0.07% | 00.0% | Unchanged |