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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 6,100 | $1.80M | 0.00% | +1,600+35.6% | Added |
| Virginia Retirement Systems Et Al | 5,900 | $1.74M | 0.02% | −100−1.7% | Reduced |
| Susquehanna International Group, LLP | 5,740 | $1.69M | 0.00% | +146+2.6% | Added |
| State of Tennessee, Treasury Department | 5,566 | $1.64M | 0.01% | −1,352−19.5% | Reduced |
| Janus Henderson Group PLC | 5,547 | $1.64M | 0.00% | +643+13.1% | Added |
| State of Alaska, Department of Revenue | 5,320 | $1.57M | 0.02% | −217−3.9% | Reduced |
| Deutsche Bank AG | 5,278 | $1.56M | 0.00% | −6,151−53.8% | Reduced |
| Aviva PLC | 5,126 | $1.51M | 0.01% | +145+2.9% | Added |
| Crown Advisors Management, Inc. | 5,000 | $1.48M | 0.96% | −8,000−61.5% | Reduced |
| Oppenheimer Asset Management Inc. | 4,961 | $1.46M | 0.02% | +106+2.2% | Added |
| Rafferty Asset Management, LLC | 4,785 | $1.41M | 0.01% | −6−0.1% | Reduced |
| Anchor Capital Advisors LLC | 4,741 | $1.40M | 0.04% | +319+7.2% | Added |
| Boston Partners | 4,698 | $1.39M | 0.00% | +318+7.3% | Added |
| American International Group, Inc. | 4,662 | $1.38M | 0.01% | −52−1.1% | Reduced |
| MetLife Investment Management | 4,656 | $1.37M | 0.01% | +81+1.8% | Added |
| Atom Investors LP | 4,569 | $1.35M | 0.51% | +2,411+111.7% | Added |
| Yousif Capital Management, LLC | 4,559 | $1.34M | 0.02% | −278−5.7% | Reduced |
| Cresset Asset Management, LLC | 4,479 | $1.32M | 0.01% | +4,479 | New |
| Wells Fargo & Company | 4,384 | $1.29M | 0.00% | +1,981+82.4% | Added |
| Bridgewater Associates, LP | 4,220 | $1.24M | 0.01% | +4,220 | New |
| Louisiana State Employees Retirement System | 4,200 | $1.24M | 0.03% | +400+10.5% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.18M | 0.17% | 00.0% | Unchanged |
| Amalgamated Bank | 3,787 | $1.12M | 0.01% | +4+0.1% | Added |
| Gotham Asset Management, LLC | 3,766 | $1.11M | 0.02% | −2,500−39.9% | Reduced |
| STRS Ohio | 3,700 | $1.09M | 0.00% | +200+5.7% | Added |
| New York State Common Retirement Fund | 3,668 | $1.08M | 0.00% | −1,054−22.3% | Reduced |
| Manufacturers Life Insurance Company, The | 3,510 | $1.04M | 0.00% | −51−1.4% | Reduced |
| Jane Street Group, LLC | 3,405 | $1.00M | 0.00% | +3,405 | New |
| Keeley-Teton Advisors, LLC | 3,270 | $964.6K | 0.12% | +3,270 | New |
| Victory Capital Management Inc | 3,211 | $947.2K | 0.00% | −551−14.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,190 | $941.0K | 0.00% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 3,150 | $929.3K | 0.02% | −106−3.3% | Reduced |
| Balyasny Asset Management LLC | 3,111 | $917.7K | 0.00% | +1,783+134.3% | Added |
| Two Sigma Advisers, LP | 3,100 | $914.5K | 0.00% | −100−3.1% | Reduced |
| New York State Teachers Retirement System | 2,986 | $881.0K | 0.00% | −600−16.7% | Reduced |
| Teacher Retirement System of Texas | 2,967 | $875.0K | 0.01% | −954−24.3% | Reduced |
| Cascade Investment Advisors, Inc. | 2,915 | $859.9K | 0.64% | +2,915 | New |
| Teachers Retirement System of the State of Kentucky | 2,758 | $813.0K | 0.01% | +144+5.5% | Added |
| Ausbil Investment Management Ltd | 2,619 | $772.6K | 0.48% | +2,619 | New |
| M&T Bank Corp | 2,590 | $764.2K | 0.00% | −571−18.1% | Reduced |
| Oregon Public Employees Retirement Fund | 2,511 | $740.7K | 0.01% | −81−3.1% | Reduced |
| First Republic Investment Management, Inc. | 2,500 | $737.5K | 0.00% | −107−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 2,482 | $732.2K | 0.00% | +510+25.9% | Added |
| Carolina Wealth Advisors, LLC | 2,351 | $693.5K | 0.42% | +161+7.4% | Added |
| Franklin Resources Inc | 2,307 | $680.6K | 0.00% | +2,307 | New |
| Arizona State Retirement System | 2,198 | $648.4K | 0.01% | −254−10.4% | Reduced |
| Guggenheim Capital LLC | 2,069 | $610.4K | 0.00% | +2,069 | New |
| Sheets Smith Wealth Management | 2,036 | $600.6K | 0.09% | +8+0.4% | Added |
| Two Sigma Investments, LP | 2,000 | $590.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 1,934 | $570.5K | 0.00% | +25+1.3% | Added |
| Cornerstone Wealth Management, LLC | 1,875 | $553.1K | 0.05% | +750+66.7% | Added |
| Janney Montgomery Scott LLC | 1,842 | $543.0K | 0.00% | −1,697−48.0% | Reduced |
| West Coast Financial LLC | 1,800 | $531.0K | 0.08% | −96−5.1% | Reduced |
| Everence Capital Management Inc | 1,950 | $486.0K | 0.04% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,580 | $466.1K | 0.01% | −85−5.1% | Reduced |
| Diversified Trust Co | 1,567 | $462.3K | 0.02% | −80−4.9% | Reduced |
| Regions Financial Corp | 1,563 | $461.1K | 0.00% | −11−0.7% | Reduced |
| SkyView Investment Advisors, LLC | 1,507 | $445.0K | 0.11% | +1,507 | New |
| State of Wyoming | 1,484 | $437.8K | 0.13% | +455+44.2% | Added |
| Empirical Finance, LLC | 1,482 | $437.2K | 0.03% | +1,482 | New |
| Public Employees Retirement Association of Colorado | 1,443 | $426.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,396 | $411.0K | 0.00% | +46+3.4% | Added |
| Resources Investment Advisors, LLC. | 1,383 | $408.0K | 0.01% | +1,383 | New |
| GWM Advisors LLC | 1,379 | $406.8K | 0.00% | +1,214+735.8% | Added |
| KB Financial Partners, LLC | 1,375 | $406.0K | 0.11% | +1,375 | New |
| ProShare Advisors LLC | 1,350 | $398.3K | 0.00% | +104+8.3% | Added |
| Nebula Research & Development LLC | 1,345 | $396.8K | 0.30% | +1,345 | New |
| Neuberger Berman Group LLC | 1,310 | $386.4K | 0.00% | +18+1.4% | Added |
| New York Life Investment Management LLC | 1,297 | $382.6K | 0.00% | −252−16.3% | Reduced |
| Keebeck Alpha, LP | 1,156 | $341.0K | 0.34% | +1,156 | New |
| Capstone Investment Advisors, LLC | 1,120 | $330.4K | 0.01% | +1,120 | New |
| Alps Advisors Inc | 1,117 | $329.5K | 0.00% | +5+0.4% | Added |
| MML Investors Services, LLC | 1,107 | $327.0K | 0.00% | +191+20.9% | Added |
| Amundi | 1,032 | $301.6K | 0.00% | −99−8.8% | Reduced |
| HSBC Holdings PLC | 1,011 | $298.6K | 0.00% | −30−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,002 | $295.6K | 0.00% | −68−6.4% | Reduced |
| Versor Investments LP | 988 | $291.5K | 0.05% | −216−17.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 983 | $290.0K | 0.06% | −200−16.9% | Reduced |
| Bank of Montreal | 974 | $289.7K | 0.00% | −247−20.2% | Reduced |
| Moran Wealth Management, LLC | 966 | $285.0K | 0.01% | +966 | New |
| Lazard Asset Management LLC | 963 | $284.0K | 0.00% | −1,755−64.6% | Reduced |
| Pathstone Family Office, LLC | 947 | $281.8K | 0.00% | −857−47.5% | Reduced |
| Tower Research Capital LLC (TRC) | 950 | $280.3K | 0.01% | +649+215.6% | Added |
| Nisa Investment Advisors, LLC | 916 | $270.2K | 0.00% | +85+10.2% | Added |
| Penserra Capital Management LLC | 882 | $260.0K | 0.01% | −217−19.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 867 | $255.8K | 0.00% | +405+87.7% | Added |
| Pictet Asset Management SA | 858 | $253.1K | 0.00% | −134−13.5% | Reduced |
| Quantamental Technologies LLC | 826 | $243.7K | 0.10% | +826 | New |
| Guidance Capital, Inc | 815 | $239.1K | 0.10% | +815 | New |
| Lakewood Asset Management LLC | 799 | $235.7K | 0.19% | +36+4.7% | Added |
| Vontobel Holding Ltd. | 790 | $233.1K | 0.00% | +790 | New |
| Cherry Creek Investment Advisors, Inc. | 784 | $231.3K | 0.16% | +91+13.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 738 | $217.7K | 0.00% | −26−3.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 737 | $217.4K | 0.15% | −116−13.6% | Reduced |
| Toroso Investments, LLC | 728 | $215.0K | 0.01% | −462−38.8% | Reduced |
| JustInvest LLC | 726 | $214.2K | 0.01% | −127−14.9% | Reduced |
| Vestcor Inc | 726 | $214.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 715 | $210.9K | 0.00% | +2+0.3% | Added |
| The PNC Financial Services Group, Inc. | 715 | $210.9K | 0.00% | +17+2.4% | Added |
| Ameritas Investment Partners, Inc. | 708 | $208.9K | 0.01% | 00.0% | Unchanged |