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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, Q3 2023

Institutional positions in Cavco Industries, Inc. as of Sep 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
255
+5 vs. Q2 2023
Shares held
8.27M
−56.5K (−0.7%) vs. Q2 2023
Total value
$2.20B
−$255.8M (−10.4%) vs. Q2 2023
New holders
37
78 more added
Sold out
32
102 more reduced

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 255 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 heldQ3 2023: $2.20B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2023.

Institutions holding CVCO in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Versant Capital Management, Inc1$2660.00%−2−66.7%Reduced
Abound Wealth Management1$2660.00%00.0%Unchanged
Global Retirement Partners, LLC2$5110.00%00.0%Unchanged
Creative Financial Designs Inc2$5310.00%00.0%Unchanged
AdvisorNet Financial, Inc2$5310.00%+1+100.0%Added
Lindbrook Capital, LLC2$5310.00%+2New
SJS Investment Consulting Inc.2$5320.00%−1−33.3%Reduced
JFS Wealth Advisors, LLC3$7970.00%−1−25.0%Reduced
ClariVest Asset Management LLC4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4$1.06K0.00%00.0%Unchanged
Parallel Advisors, LLC4$1.06K0.00%+3+300.0%Added
Larson Financial Group LLC5$1.33K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.33K0.00%+5New
Farmers & Merchants Investments Inc6$1.59K0.00%00.0%Unchanged
Providence Capital Advisors, LLC6$1.59K0.00%00.0%Unchanged
Cornerstone Planning Group LLC6$1.59K0.00%00.0%Unchanged
Clearstead Advisors, LLC6$1.59K0.00%+6New
Bessemer Group Inc9$2.00K0.00%+2+28.6%Added
Milestone Investment Advisors LLC10$2.66K0.00%+10New
EverSource Wealth Advisors, LLC13$3.45K0.00%−4−23.5%Reduced
Steward Financial Group LLC17$4.00K0.00%+17New
Hollencrest Capital Management25$6.64K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP25$6.64K0.00%+25New
Cary Street Partner Investment Advisory LLC26$6.91K0.00%00.0%Unchanged
Parkside Financial Bank & Trust28$7.44K0.00%−5−15.2%Reduced
Front Row Advisors LLC29$7.70K0.00%+1+3.6%Added
Ronald Blue Trust, Inc.28$8.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$8.00K0.00%+30New
Quadrant Capital Group LLC45$12.0K0.00%+6+15.4%Added
Live Oak Investment Partners–$15.4K0.01%––
Lee Financial Co69$18.3K0.00%00.0%Unchanged
Group One Trading, L.P.98$26.0K0.00%+98New
Headinvest, LLC100$26.3K0.01%+100New
Exchange Traded Concepts, LLC105$27.9K0.00%+11+11.7%Added
CWM, LLC107$28.0K0.00%00.0%Unchanged
Aquatic Capital Management LLC120$32.0K0.00%+120New
Federated Hermes, Inc.122$32.4K0.00%−2−1.6%Reduced
Public Employees Retirement System of Ohio133$35.0K0.00%+4+3.1%Added
GWM Advisors LLC220$58.4K0.00%−1,159−84.0%Reduced
Robeco Institutional Asset Management B.V.220$58.4K0.00%00.0%Unchanged
KBC Group NV223$59.0K0.00%−350−61.1%Reduced
Meeder Asset Management Inc258$68.5K0.01%00.0%Unchanged
US Bancorp301$80.0K0.00%−30−9.1%Reduced
Financial Management Professionals, Inc.351$93.0K0.02%00.0%Unchanged
Tower Research Capital LLC (TRC)359$95.4K0.00%−591−62.2%Reduced
Fifth Third Bancorp371$98.6K0.00%+2+0.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)462$122.7K0.00%−405−46.7%Reduced
Trivant Custom Portfolio Group, LLC502$133.4K0.10%−235−31.9%Reduced
Metropolitan Life Insurance Co504$133.9K0.01%+33+7.0%Added
Covestor Ltd609$162.0K0.12%−12−1.9%Reduced
Quantbot Technologies LP617$163.9K0.01%+617New
Shell Asset Management Co620$165.0K0.01%−10−1.6%Reduced
The PNC Financial Services Group, Inc.658$174.8K0.00%−57−8.0%Reduced
Envestnet Portfolio Solutions, Inc.754$200.3K0.00%+754New
Lakewood Asset Management LLC802$213.1K0.17%+3+0.4%Added
Cherry Creek Investment Advisors, Inc.804$213.6K0.14%+20+2.6%Added
Tudor Investment Corp Et Al826$219.4K0.00%+826New
Guidance Capital, Inc881$223.7K0.10%+66+8.1%Added
Moran Wealth Management, LLC847$225.0K0.01%−119−12.3%Reduced
State of Wisconsin Investment Board851$226.1K0.00%+851New
Inceptionr LLC852$226.3K0.13%+852New
Pictet Asset Management Holding SA858$227.9K0.00%+858New
Ameritas Investment Partners, Inc.870$231.1K0.01%+162+22.9%Added
Penserra Capital Management LLC882$234.0K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC911$242.0K0.00%−5−0.5%Reduced
Atom Investors LP974$258.8K0.06%−3,595−78.7%Reduced
Jane Street Group, LLC976$259.3K0.00%−2,429−71.3%Reduced
Cornerstone Wealth Management, LLC1,000$265.7K0.03%−875−46.7%Reduced
Lazard Asset Management LLC1,013$269.0K0.00%+50+5.2%Added
Pathstone Family Office, LLC1,014$269.4K0.00%+67+7.1%Added
Amundi1,032$270.3K0.00%00.0%Unchanged
MML Investors Services, LLC1,069$284.0K0.00%−38−3.4%Reduced
Wolverine Trading, LLC1,078$286.4K0.00%+1,078New
Guggenheim Capital LLC1,105$293.6K0.00%−964−46.6%Reduced
Bank of Montreal1,045$297.0K0.00%+71+7.3%Added
New York Life Investment Management LLC1,121$297.8K0.00%−176−13.6%Reduced
Ophir Asset Management Pty Ltd1,130$300.2K0.07%+1,130New
Hunter Perkins Capital Management, LLC1,165$309.0K0.07%+182+18.5%Added
Advisor Group Holdings, Inc.1,174$311.8K0.00%+172+17.2%Added
Alps Advisors Inc1,235$328.1K0.00%+118+10.6%Added
ExodusPoint Capital Management, LP1,273$338.0K0.00%+1,273New
ProShare Advisors LLC1,315$349.3K0.00%−35−2.6%Reduced
Public Employees Retirement Association of Colorado1,342$357.0K0.00%−101−7.0%Reduced
Seven Eight Capital, LP1,348$358.1K0.04%+1,348New
Captrust Financial Advisors1,360$361.3K0.00%+645+90.2%Added
Vestcor Inc1,372$364.0K0.01%+646+89.0%Added
Vident Advisory, LLC1,376$365.6K0.01%+1,376New
KB Financial Partners, LLC1,378$366.0K0.10%+3+0.2%Added
M&T Bank Corp1,380$366.6K0.00%−1,210−46.7%Reduced
Resources Investment Advisors, LLC.1,386$368.2K0.01%+3+0.2%Added
Mutual of America Capital Management LLC1,416$376.2K0.00%−164−10.4%Reduced
Neuberger Berman Group LLC1,419$377.0K0.00%+109+8.3%Added
HighTower Advisors, LLC1,412$378.0K0.00%+16+1.1%Added
Park Avenue Securities LLC1,469$390.0K0.01%+1,469New
Janney Montgomery Scott LLC1,480$393.0K0.00%−362−19.7%Reduced
Empirical Finance, LLC1,493$396.6K0.03%+11+0.7%Added
Regions Financial Corp1,544$410.2K0.00%−19−1.2%Reduced
SkyView Investment Advisors, LLC1,554$413.0K0.17%+47+3.1%Added