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 |
|---|---|---|---|---|---|
| Venator Capital Management Ltd. | 5,800 | $1.84M | 2.62% | +5,800 | New |
| Susquehanna International Group, LLP | 5,594 | $1.78M | 0.00% | +5,594 | New |
| State of Alaska, Department of Revenue | 5,537 | $1.76M | 0.02% | −232−4.0% | Reduced |
| Shaker Investments LLC | 5,358 | $1.70M | 0.95% | +88+1.7% | Added |
| Aviva PLC | 4,981 | $1.58M | 0.01% | +523+11.7% | Added |
| Janus Henderson Group PLC | 4,904 | $1.56M | 0.00% | +1,367+38.6% | Added |
| Stratos Wealth Partners, LTD. | 4,879 | $1.55M | 0.04% | +4,879 | New |
| Oppenheimer Asset Management Inc. | 4,855 | $1.54M | 0.02% | −341−6.6% | Reduced |
| Yousif Capital Management, LLC | 4,837 | $1.54M | 0.02% | −735−13.2% | Reduced |
| Rafferty Asset Management, LLC | 4,791 | $1.52M | 0.01% | +19+0.4% | Added |
| New York State Common Retirement Fund | 4,722 | $1.50M | 0.00% | −1,911−28.8% | Reduced |
| American International Group, Inc. | 4,714 | $1.50M | 0.01% | −85−1.8% | Reduced |
| Advisory Research Inc | 4,675 | $1.49M | 0.24% | +2,409+106.3% | Added |
| MetLife Investment Management | 4,575 | $1.45M | 0.01% | −158−3.3% | Reduced |
| TD Asset Management Inc | 4,500 | $1.43M | 0.00% | +1,200+36.4% | Added |
| Anchor Capital Advisors LLC | 4,422 | $1.41M | 0.04% | −431−8.9% | Reduced |
| Boston Partners | 4,380 | $1.39M | 0.00% | +341+8.4% | Added |
| Algert Global LLC | 4,100 | $1.30M | 0.06% | +310+8.2% | Added |
| Voya Investment Management LLC | 4,090 | $1.30M | 0.00% | −21,856−84.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.27M | 0.20% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 3,921 | $1.25M | 0.01% | −1,565−28.5% | Reduced |
| Louisiana State Employees Retirement System | 3,800 | $1.21M | 0.03% | −100−2.6% | Reduced |
| Amalgamated Bank | 3,783 | $1.20M | 0.01% | −392−9.4% | Reduced |
| Victory Capital Management Inc | 3,762 | $1.20M | 0.00% | −546−12.7% | Reduced |
| EAM Investors, LLC | 3,754 | $1.19M | 0.23% | +3,754 | New |
| New York State Teachers Retirement System | 3,586 | $1.14M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 3,561 | $1.13M | 0.00% | +20+0.6% | Added |
| Janney Montgomery Scott LLC | 3,539 | $1.12M | 0.00% | +1,408+66.1% | Added |
| STRS Ohio | 3,500 | $1.11M | 0.00% | −500−12.5% | Reduced |
| Maryland State Retirement & Pension System | 3,256 | $1.03M | 0.02% | −164−4.8% | Reduced |
| Two Sigma Advisers, LP | 3,200 | $1.02M | 0.00% | −3,470−52.0% | Reduced |
| Ensign Peak Advisors, Inc | 3,190 | $1.01M | 0.00% | +250+8.5% | Added |
| M&T Bank Corp | 3,161 | $1.00M | 0.00% | −485−13.3% | Reduced |
| CIBC World Markets Inc. | 2,979 | $947.0K | 0.00% | −805−21.3% | Reduced |
| Jackson Creek Investment Advisors LLC | 2,872 | $913.0K | 0.38% | −1,081−27.3% | Reduced |
| Lazard Asset Management LLC | 2,718 | $863.0K | 0.00% | +158+6.2% | Added |
| Teachers Retirement System of the State of Kentucky | 2,614 | $830.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 2,607 | $828.3K | 0.00% | +55+2.2% | Added |
| Oregon Public Employees Retirement Fund | 2,592 | $823.6K | 0.01% | −149−5.4% | Reduced |
| Arizona State Retirement System | 2,452 | $779.1K | 0.01% | +68+2.9% | Added |
| Man Group plc | – | $775.6K | 0.00% | – | – |
| Wells Fargo & Company | 2,403 | $763.7K | 0.00% | +1,818+310.8% | Added |
| Jump Financial, LLC | 2,244 | $713.0K | 0.03% | −4,156−64.9% | Reduced |
| Ergoteles LLC | 2,203 | $700.0K | 0.03% | +2,203 | New |
| Carolina Wealth Advisors, LLC | 2,190 | $695.9K | 0.41% | +318+17.0% | Added |
| Moloney Securities Asset Management, LLC | 2,187 | $694.9K | 0.13% | −587−21.2% | Reduced |
| Atom Investors LP | 2,158 | $685.7K | 0.37% | +2,158 | New |
| Sheets Smith Wealth Management | 2,028 | $644.4K | 0.10% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,000 | $635.5K | 0.00% | +2,000 | New |
| State Board of Administration of Florida Retirement System | 1,972 | $626.6K | 0.00% | −600−23.3% | Reduced |
| Everence Capital Management Inc | 1,950 | $620.0K | 0.05% | +450+30.0% | Added |
| Mariner, LLC | 1,909 | $607.0K | 0.00% | −33−1.7% | Reduced |
| West Coast Financial LLC | 1,896 | $602.4K | 0.09% | −404−17.6% | Reduced |
| Pathstone Family Office, LLC | 1,804 | $580.1K | 0.01% | −317−14.9% | Reduced |
| Mutual of America Capital Management LLC | 1,665 | $529.0K | 0.01% | −72−4.1% | Reduced |
| Diversified Trust Co | 1,647 | $523.3K | 0.02% | +1,647 | New |
| Centiva Capital, LP | 1,585 | $503.6K | 0.03% | +1,585 | New |
| Regions Financial Corp | 1,574 | $500.0K | 0.00% | +2+0.1% | Added |
| New York Life Investment Management LLC | 1,549 | $492.2K | 0.01% | −807−34.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,516 | $481.7K | 0.00% | +65+4.5% | Added |
| Public Employees Retirement Association of Colorado | 1,443 | $458.0K | 0.00% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,436 | $456.3K | 0.27% | +1,436 | New |
| HighTower Advisors, LLC | 1,350 | $428.0K | 0.00% | −7−0.5% | Reduced |
| Inceptionr LLC | 1,339 | $425.5K | 0.14% | +1,339 | New |
| Balyasny Asset Management LLC | 1,328 | $422.0K | 0.00% | +1,328 | New |
| Neuberger Berman Group LLC | 1,292 | $410.5K | 0.00% | +38+3.0% | Added |
| ProShare Advisors LLC | 1,246 | $395.9K | 0.00% | −143−10.3% | Reduced |
| Bank of Montreal | 1,221 | $388.0K | 0.00% | +302+32.9% | Added |
| Versor Investments LP | 1,204 | $382.6K | 0.05% | −197−14.1% | Reduced |
| Toroso Investments, LLC | 1,190 | $378.0K | 0.01% | +1,190 | New |
| Hunter Perkins Capital Management, LLC | 1,183 | $376.0K | 0.09% | +1,183 | New |
| Cornerstone Wealth Management, LLC | 1,125 | $357.5K | 0.04% | +1,125 | New |
| Alps Advisors Inc | 1,112 | $353.3K | 0.00% | −386−25.8% | Reduced |
| Penserra Capital Management LLC | 1,099 | $349.0K | 0.01% | −28−2.5% | Reduced |
| Advisor Group Holdings, Inc. | 1,070 | $339.9K | 0.00% | +123+13.0% | Added |
| State of Wisconsin Investment Board | 1,065 | $338.4K | 0.00% | +13+1.2% | Added |
| Amundi | 1,131 | $332.4K | 0.00% | +1,131 | New |
| Qube Research & Technologies Ltd | 1,043 | $331.4K | 0.00% | −14,552−93.3% | Reduced |
| HSBC Holdings PLC | 1,041 | $330.8K | 0.00% | −1,318−55.9% | Reduced |
| State of Wyoming | 1,029 | $327.0K | 0.10% | +141+15.9% | Added |
| Roundview Capital LLC | 1,011 | $321.2K | 0.03% | +1,011 | New |
| Pictet Asset Management SA | 992 | $315.2K | 0.00% | −4−0.4% | Reduced |
| MML Investors Services, LLC | 916 | $291.0K | 0.00% | −200−17.9% | Reduced |
| Squarepoint Ops LLC | 888 | $282.2K | 0.00% | +888 | New |
| Burney Co | 880 | $279.6K | 0.01% | +880 | New |
| Zebra Capital Management LLC | 878 | $279.0K | 1.39% | +878 | New |
| JustInvest LLC | 853 | $271.0K | 0.01% | +853 | New |
| Trivant Custom Portfolio Group, LLC | 853 | $271.0K | 0.19% | +853 | New |
| Verus Capital Partners, LLC | 850 | $270.1K | 0.04% | −1,085−56.1% | Reduced |
| Nisa Investment Advisors, LLC | 831 | $264.0K | 0.00% | +5+0.6% | Added |
| D. E. Shaw & Co., Inc. | 821 | $260.9K | 0.00% | −990−54.7% | Reduced |
| Euclidean Technologies Management, LLC | 810 | $257.4K | 0.24% | +810 | New |
| XTX Topco Ltd | 786 | $249.7K | 0.05% | −1,623−67.4% | Reduced |
| ExodusPoint Capital Management, LP | 765 | $243.0K | 0.00% | −4,336−85.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 764 | $242.8K | 0.00% | +764 | New |
| Lakewood Asset Management LLC | 763 | $242.4K | 0.20% | +5+0.7% | Added |
| Two Sigma Securities, LLC | 746 | $237.0K | 0.02% | −400−34.9% | Reduced |
| Vestcor Inc | 726 | $231.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 713 | $226.5K | 0.00% | +713 | New |
| Ameritas Investment Partners, Inc. | 708 | $225.0K | 0.01% | 00.0% | Unchanged |