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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, 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.

Institutional holdersQ2 2023: 254 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 heldQ2 2023: $2.46B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2023.

Institutions holding CVCO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
D. E. Shaw & Co., Inc.699$206.2K0.00%−122−14.9%Reduced
Burney Co690$203.6K0.01%−190−21.6%Reduced
Shell Asset Management Co630$186.0K0.01%+630New
Covestor Ltd621$183.0K0.14%−50−7.5%Reduced
KBC Group NV573$169.0K0.00%−97−14.5%Reduced
Metropolitan Life Insurance Co471$138.9K0.01%00.0%Unchanged
Fifth Third Bancorp369$108.9K0.00%+5+1.4%Added
Financial Management Professionals, Inc.351$104.0K0.02%00.0%Unchanged
US Bancorp331$97.6K0.00%+7+2.2%Added
Meeder Asset Management Inc258$76.1K0.01%00.0%Unchanged
Robeco Institutional Asset Management B.V.220$64.9K0.00%+220New
Public Employees Retirement System of Ohio129$38.0K0.00%−4−3.0%Reduced
Federated Hermes, Inc.124$36.6K0.00%−116−48.3%Reduced
CWM, LLC107$32.0K0.00%+5+4.9%Added
Citadel Advisors LLC105$31.0K0.00%−12,719−99.2%Reduced
Exchange Traded Concepts, LLC94$27.7K0.00%−1−1.1%Reduced
Lee Financial Co69$20.4K0.00%00.0%Unchanged
Live Oak Investment Partners–$17.1K0.01%–New
Quadrant Capital Group LLC39$11.5K0.00%00.0%Unchanged
Parkside Financial Bank & Trust33$9.73K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.28$9.00K0.00%+28New
Front Row Advisors LLC28$8.00K0.00%+2+7.7%Added
Cary Street Partner Investment Advisory LLC26$7.67K0.00%00.0%Unchanged
Hollencrest Capital Management25$7.38K0.00%00.0%Unchanged
Fiduciary Alliance LLC19$5.61K0.00%+19New
EverSource Wealth Advisors, LLC17$5.01K0.00%00.0%Unchanged
Vigilant Capital Management, LLC18$5.00K0.00%00.0%Unchanged
Allworth Financial LP11$3.25K0.00%00.0%Unchanged
First Capital Advisors Group, LLC.9$2.65K0.00%+9New
Bessemer Group Inc7$2.00K0.00%+7New
Tucker Asset Management LLC6$1.77K0.00%−50−89.3%Reduced
Farmers & Merchants Investments Inc6$1.77K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.77K0.00%00.0%Unchanged
Cornerstone Planning Group LLC6$1.77K0.00%+6New
Larson Financial Group LLC5$1.48K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC4$1.18K0.00%−2−33.3%Reduced
Blue Bell Private Wealth Management, LLC4$1.18K0.00%00.0%Unchanged
National Bank of Canada4$1.18K0.00%00.0%Unchanged
IFP Advisors, Inc5$1.09K0.00%+5New
ClariVest Asset Management LLC4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Huntington National Bank3$8850.00%−38−92.7%Reduced
SJS Investment Consulting Inc.3$8850.00%−1−25.0%Reduced
Versant Capital Management, Inc3$8850.00%+2+200.0%Added
Global Retirement Partners, LLC2$5900.00%00.0%Unchanged
Disciplined Investments, LLC2$5900.00%+1+100.0%Added
Creative Financial Designs Inc2$5900.00%+2New
AdvisorNet Financial, Inc1$2950.00%−1−50.0%Reduced
Parallel Advisors, LLC1$2950.00%00.0%Unchanged
Horizon Investments, LLC1$2950.00%+1New
Abound Wealth Management1$2950.00%+1New
Sofos Investments, Inc.295$2470.00%−23−7.2%Reduced
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Comerica Bank4,184$00.00%+4,184New
SG Americas Securities, LLC0$00.00%−10,550−100.0%Sold out
Venator Capital Management Ltd.0$00.00%−5,800−100.0%Sold out
Shaker Investments LLC0$00.00%−5,358−100.0%Sold out
Algert Global LLC0$00.00%−4,100−100.0%Sold out
EAM Investors, LLC0$00.00%−3,754−100.0%Sold out
CIBC World Markets Inc.0$00.00%−2,979−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−2,872−100.0%Sold out
Jump Financial, LLC0$00.00%−2,244−100.0%Sold out
Ergoteles LLC0$00.00%−2,203−100.0%Sold out
Moloney Securities Asset Management, LLC0$00.00%−2,187−100.0%Sold out
Centiva Capital, LP0$00.00%−1,585−100.0%Sold out
Mitsubishi UFJ Trust & Banking Corp0$00.00%−1,516−100.0%Sold out
Gallacher Capital Management LLC0$00.00%−1,436−100.0%Sold out
Inceptionr LLC0$00.00%−1,339−100.0%Sold out
State of Wisconsin Investment Board0$00.00%−1,065−100.0%Sold out
Roundview Capital LLC0$00.00%−1,011−100.0%Sold out
Squarepoint Ops LLC0$00.00%−888−100.0%Sold out
Verus Capital Partners, LLC0$00.00%−850−100.0%Sold out
XTX Topco Ltd0$00.00%−786−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−765−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−746−100.0%Sold out
Great Lakes Advisors, LLC0$00.00%−699−100.0%Sold out
Crossmark Global Holdings, Inc.0$00.00%−676−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−667−100.0%Sold out
Simplex Trading, LLC0$00.00%−588−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−400−100.0%Sold out
Sandy Spring Bank0$00.00%−150−100.0%Sold out
Advisory Services Network, LLC0$00.00%−100−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−56−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−45−100.0%Sold out
Cambridge Trust Co0$00.00%−20−100.0%Sold out
Sageworth Trust Co0$00.00%−11−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−10−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−9−100.0%Sold out
Schubert & Co0$00.00%−8−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−6−100.0%Sold out
Signaturefd, LLC0$00.00%−1−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−1−100.0%Sold out
Avalon Investment & Advisory––––Not filed
Zebra Capital Management LLC––––Not filed
Euclidean Technologies Management, LLC––––Not filed