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, Q2 2023
Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
- 254
- −3 vs. Q1 2023
- Shares held
- 8.35M
- +39.1K (+0.5%) vs. Q1 2023
- Total value
- $2.46B
- −$167.8M (−6.4%) vs. Q1 2023
- New holders
- 35
- 87 more added
- Sold out
- 38
- 100 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Everence Capital Management Inc | 1,950 | $486.0K | 0.04% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,800 | $531.0K | 0.08% | −96−5.1% | Reduced |
| Janney Montgomery Scott LLC | 1,842 | $543.0K | 0.00% | −1,697−48.0% | Reduced |
| Cornerstone Wealth Management, LLC | 1,875 | $553.1K | 0.05% | +750+66.7% | Added |
| Mariner, LLC | 1,934 | $570.5K | 0.00% | +25+1.3% | Added |
| Two Sigma Investments, LP | 2,000 | $590.0K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,036 | $600.6K | 0.09% | +8+0.4% | Added |
| Guggenheim Capital LLC | 2,069 | $610.4K | 0.00% | +2,069 | New |
| Arizona State Retirement System | 2,198 | $648.4K | 0.01% | −254−10.4% | Reduced |
| Franklin Resources Inc | 2,307 | $680.6K | 0.00% | +2,307 | New |
| Carolina Wealth Advisors, LLC | 2,351 | $693.5K | 0.42% | +161+7.4% | Added |
| State Board of Administration of Florida Retirement System | 2,482 | $732.2K | 0.00% | +510+25.9% | Added |
| First Republic Investment Management, Inc. | 2,500 | $737.5K | 0.00% | −107−4.1% | Reduced |
| Oregon Public Employees Retirement Fund | 2,511 | $740.7K | 0.01% | −81−3.1% | Reduced |
| M&T Bank Corp | 2,590 | $764.2K | 0.00% | −571−18.1% | Reduced |
| Ausbil Investment Management Ltd | 2,619 | $772.6K | 0.48% | +2,619 | New |
| Teachers Retirement System of the State of Kentucky | 2,758 | $813.0K | 0.01% | +144+5.5% | Added |
| Cascade Investment Advisors, Inc. | 2,915 | $859.9K | 0.64% | +2,915 | New |
| Teacher Retirement System of Texas | 2,967 | $875.0K | 0.01% | −954−24.3% | Reduced |
| New York State Teachers Retirement System | 2,986 | $881.0K | 0.00% | −600−16.7% | Reduced |
| Two Sigma Advisers, LP | 3,100 | $914.5K | 0.00% | −100−3.1% | Reduced |
| Balyasny Asset Management LLC | 3,111 | $917.7K | 0.00% | +1,783+134.3% | Added |
| Maryland State Retirement & Pension System | 3,150 | $929.3K | 0.02% | −106−3.3% | Reduced |
| Ensign Peak Advisors, Inc | 3,190 | $941.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,211 | $947.2K | 0.00% | −551−14.6% | Reduced |
| Keeley-Teton Advisors, LLC | 3,270 | $964.6K | 0.12% | +3,270 | New |
| Jane Street Group, LLC | 3,405 | $1.00M | 0.00% | +3,405 | New |
| Manufacturers Life Insurance Company, The | 3,510 | $1.04M | 0.00% | −51−1.4% | Reduced |
| New York State Common Retirement Fund | 3,668 | $1.08M | 0.00% | −1,054−22.3% | Reduced |
| STRS Ohio | 3,700 | $1.09M | 0.00% | +200+5.7% | Added |
| Gotham Asset Management, LLC | 3,766 | $1.11M | 0.02% | −2,500−39.9% | Reduced |
| Amalgamated Bank | 3,787 | $1.12M | 0.01% | +4+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.18M | 0.17% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,200 | $1.24M | 0.03% | +400+10.5% | Added |
| Bridgewater Associates, LP | 4,220 | $1.24M | 0.01% | +4,220 | New |
| Wells Fargo & Company | 4,384 | $1.29M | 0.00% | +1,981+82.4% | Added |
| Cresset Asset Management, LLC | 4,479 | $1.32M | 0.01% | +4,479 | New |
| Yousif Capital Management, LLC | 4,559 | $1.34M | 0.02% | −278−5.7% | Reduced |
| Atom Investors LP | 4,569 | $1.35M | 0.51% | +2,411+111.7% | Added |
| MetLife Investment Management | 4,656 | $1.37M | 0.01% | +81+1.8% | Added |
| American International Group, Inc. | 4,662 | $1.38M | 0.01% | −52−1.1% | Reduced |
| Boston Partners | 4,698 | $1.39M | 0.00% | +318+7.3% | Added |
| Anchor Capital Advisors LLC | 4,741 | $1.40M | 0.04% | +319+7.2% | Added |
| Rafferty Asset Management, LLC | 4,785 | $1.41M | 0.01% | −6−0.1% | Reduced |
| Oppenheimer Asset Management Inc. | 4,961 | $1.46M | 0.02% | +106+2.2% | Added |
| Crown Advisors Management, Inc. | 5,000 | $1.48M | 0.96% | −8,000−61.5% | Reduced |
| Aviva PLC | 5,126 | $1.51M | 0.01% | +145+2.9% | Added |
| Deutsche Bank AG | 5,278 | $1.56M | 0.00% | −6,151−53.8% | Reduced |
| State of Alaska, Department of Revenue | 5,320 | $1.57M | 0.02% | −217−3.9% | Reduced |
| Janus Henderson Group PLC | 5,547 | $1.64M | 0.00% | +643+13.1% | Added |
| State of Tennessee, Treasury Department | 5,566 | $1.64M | 0.01% | −1,352−19.5% | Reduced |
| Susquehanna International Group, LLP | 5,740 | $1.69M | 0.00% | +146+2.6% | Added |
| Virginia Retirement Systems Et Al | 5,900 | $1.74M | 0.02% | −100−1.7% | Reduced |
| TD Asset Management Inc | 6,100 | $1.80M | 0.00% | +1,600+35.6% | Added |
| First Trust Advisors LP | 6,107 | $1.80M | 0.00% | −7,834−56.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,419 | $1.89M | 0.07% | −1,500−18.9% | Reduced |
| Edgestream Partners, L.P. | 6,436 | $1.90M | 0.17% | +6,436 | New |
| Stratos Wealth Partners, LTD. | 6,464 | $1.91M | 0.04% | +1,585+32.5% | Added |
| Great West Life Assurance Co | 7,102 | $2.10M | 0.00% | −627−8.1% | Reduced |
| Texas Permanent School Fund | 7,119 | $2.10M | 0.02% | −132−1.8% | Reduced |
| Aviance Capital Partners, LLC | 7,233 | $2.13M | 0.45% | +749+11.6% | Added |
| Qube Research & Technologies Ltd | 7,268 | $2.14M | 0.01% | +6,225+596.8% | Added |
| Brinker Capital Investments, LLC | 7,473 | $2.20M | 0.02% | −534−6.7% | Reduced |
| Orion Portfolio Solutions, LLC | 7,473 | $2.20M | 0.02% | −534−6.7% | Reduced |
| Thrivent Financial for Lutherans | 7,735 | $2.28M | 0.01% | −278−3.5% | Reduced |
| Marks Group Wealth Management, Inc | 7,790 | $2.30M | 0.27% | −103−1.3% | Reduced |
| UBS Asset Management Americas Inc | 7,269 | $2.31M | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 8,176 | $2.41M | 0.20% | +1,917+30.6% | Added |
| Globeflex Capital L P | 8,681 | $2.56M | 0.29% | −304−3.4% | Reduced |
| Vident Investment Advisory, LLC | 9,027 | $2.66M | 0.09% | +191+2.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,140 | $2.70M | 0.02% | +579+6.8% | Added |
| Advisory Research Inc | 9,181 | $2.71M | 0.35% | +4,506+96.4% | Added |
| State of New Jersey Common Pension Fund D | 9,623 | $2.84M | 0.01% | +1,199+14.2% | Added |
| BNP Paribas Arbitrage, SA | 9,626 | $2.84M | 0.01% | +524+5.8% | Added |
| California State Teachers Retirement System | 9,797 | $2.89M | 0.00% | −878−8.2% | Reduced |
| Man Group plc | 9,854 | $2.91M | 0.01% | – | – |
| AQR Capital Management LLC | 10,165 | $3.00M | 0.01% | +1,705+20.2% | Added |
| Royal Bank of Canada | 10,311 | $3.04M | 0.00% | +104+1.0% | Added |
| Alliancebernstein L.P. | 10,478 | $3.09M | 0.00% | −320−3.0% | Reduced |
| Clark Estates Inc | 11,000 | $3.25M | 0.55% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,153 | $3.29M | 0.01% | +1,824+19.6% | Added |
| Ancora Advisors, LLC | 11,234 | $3.31M | 0.09% | +79+0.7% | Added |
| First Eagle Investment Management, LLC | 11,256 | $3.32M | 0.01% | −3,500−23.7% | Reduced |
| Prudential Financial Inc | 11,496 | $3.39M | 0.00% | +856+8.0% | Added |
| Putnam Investments LLC | 11,903 | $3.51M | 0.01% | +1,701+16.7% | Added |
| Barclays PLC | 12,255 | $3.62M | 0.00% | +338+2.8% | Added |
| SEI Investments Co | 12,536 | $3.70M | 0.01% | +674+5.7% | Added |
| Citigroup Inc | 13,456 | $3.97M | 0.01% | +3,411+34.0% | Added |
| Credit Suisse AG | 13,888 | $4.10M | 0.00% | +3,938+39.6% | Added |
| Public Sector Pension Investment Board | 14,352 | $4.23M | 0.03% | +131+0.9% | Added |
| Truist Financial Corp | 15,089 | $4.45M | 0.01% | −85−0.6% | Reduced |
| Allianz Asset Management GmbH | 15,422 | $4.55M | 0.01% | −817−5.0% | Reduced |
| Teton Advisors, Inc. | 16,140 | $4.76M | 1.33% | −1,400−8.0% | Reduced |
| UBS Group AG | 16,150 | $4.76M | 0.00% | +2,091+14.9% | Added |
| SG Capital Management LLC | 16,249 | $4.79M | 1.97% | −28,736−63.9% | Reduced |
| Swiss National Bank | 17,000 | $5.01M | 0.00% | −1,200−6.6% | Reduced |
| Panagora Asset Management Inc | 17,127 | $5.05M | 0.03% | −202−1.2% | Reduced |
| CI Private Wealth, LLC | 17,137 | $5.06M | 0.01% | +17,137 | New |
| Robeco Schweiz AG | 17,500 | $5.16M | 0.08% | +3,504+25.0% | Added |
| Cerity Partners LLC | 17,560 | $5.18M | 0.02% | +142+0.8% | Added |