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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jump Financial, LLC | 1,613 | $428.5K | 0.02% | +1,613 | New |
| Teacher Retirement System of Texas | 1,705 | $453.0K | 0.00% | −1,262−42.5% | Reduced |
| West Coast Financial LLC | 1,774 | $471.3K | 0.07% | −26−1.4% | Reduced |
| Everence Capital Management Inc | 1,950 | $518.0K | 0.04% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,956 | $519.6K | 0.09% | +1,956 | New |
| Squarepoint Ops LLC | 1,972 | $523.9K | 0.00% | +1,972 | New |
| Handelsinvest Investeringsforvaltning | 2,000 | $531.0K | 0.18% | −21,000−91.3% | Reduced |
| Jefferies Financial Group Inc. | 2,016 | $535.6K | 0.01% | +2,016 | New |
| Sheets Smith Wealth Management | 2,090 | $555.2K | 0.08% | +54+2.7% | Added |
| Wells Fargo & Company | 2,107 | $559.7K | 0.00% | −2,277−51.9% | Reduced |
| State of Wyoming | 2,122 | $563.7K | 0.12% | +638+43.0% | Added |
| Mariner, LLC | 2,124 | $564.3K | 0.00% | +190+9.8% | Added |
| XTX Topco Ltd | 2,126 | $564.8K | 0.10% | +2,126 | New |
| Franklin Resources Inc | 2,142 | $569.0K | 0.00% | −165−7.2% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $584.5K | 0.00% | −900−29.0% | Reduced |
| Aviva PLC | 2,221 | $590.0K | 0.00% | −2,905−56.7% | Reduced |
| Arizona State Retirement System | 2,223 | $590.6K | 0.01% | +25+1.1% | Added |
| Occudo Quantitative Strategies LP | 2,251 | $598.0K | 0.08% | +2,251 | New |
| Susquehanna International Group, LLP | 2,316 | $615.3K | 0.00% | −3,424−59.7% | Reduced |
| Oregon Public Employees Retirement Fund | 2,411 | $640.5K | 0.01% | −100−4.0% | Reduced |
| Roundview Capital LLC | 2,468 | $655.6K | 0.07% | +2,468 | New |
| First Republic Investment Management, Inc. | 2,502 | $664.7K | 0.00% | +2+0.1% | Added |
| State Board of Administration of Florida Retirement System | 2,502 | $664.7K | 0.00% | +20+0.8% | Added |
| Holocene Advisors, LP | 2,517 | $668.7K | 0.00% | +2,517 | New |
| Teachers Retirement System of the State of Kentucky | 2,758 | $733.0K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,886 | $767.0K | 0.00% | −100−3.3% | Reduced |
| Maryland State Retirement & Pension System | 2,972 | $789.5K | 0.02% | −178−5.7% | Reduced |
| Virginia Retirement Systems Et Al | 3,000 | $797.0K | 0.01% | −2,900−49.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,190 | $847.5K | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,270 | $868.7K | 0.12% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 3,600 | $956.4K | 0.00% | +1,600+80.0% | Added |
| New York State Common Retirement Fund | 3,651 | $969.9K | 0.00% | −17−0.5% | Reduced |
| Amalgamated Bank | 3,660 | $972.0K | 0.01% | −127−3.4% | Reduced |
| Victory Capital Management Inc | 3,688 | $979.8K | 0.00% | +477+14.9% | Added |
| STRS Ohio | 3,700 | $982.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 3,771 | $1.00M | 0.07% | +3,771 | New |
| Gotham Asset Management, LLC | 3,940 | $1.05M | 0.02% | +174+4.6% | Added |
| SG Americas Securities, LLC | 3,955 | $1.05M | 0.01% | +3,955 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.06M | 0.16% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 4,045 | $1.07M | 0.09% | −2,391−37.2% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $1.09M | 0.02% | −100−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 4,138 | $1.10M | 0.02% | −2,326−36.0% | Reduced |
| Anchor Capital Advisors LLC | 4,210 | $1.12M | 0.03% | −531−11.2% | Reduced |
| Yousif Capital Management, LLC | 4,266 | $1.13M | 0.01% | −293−6.4% | Reduced |
| Cascade Investment Advisors, Inc. | 4,276 | $1.14M | 0.90% | +1,361+46.7% | Added |
| Manufacturers Life Insurance Company, The | 4,284 | $1.14M | 0.00% | +774+22.1% | Added |
| State of Tennessee, Treasury Department | 4,386 | $1.17M | 0.00% | −1,180−21.2% | Reduced |
| Boston Partners | 5,009 | $1.17M | 0.00% | +311+6.6% | Added |
| MetLife Investment Management | 4,656 | $1.24M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 4,681 | $1.24M | 0.01% | +497+11.9% | Added |
| Illinois Municipal Retirement Fund | 4,762 | $1.26M | 0.02% | +4,762 | New |
| American International Group, Inc. | 4,768 | $1.27M | 0.01% | +106+2.3% | Added |
| Rafferty Asset Management, LLC | 4,772 | $1.27M | 0.01% | −13−0.3% | Reduced |
| Citigroup Inc | 4,842 | $1.29M | 0.00% | −8,614−64.0% | Reduced |
| Oppenheimer Asset Management Inc. | 4,881 | $1.30M | 0.02% | −80−1.6% | Reduced |
| D. E. Shaw & Co., Inc. | 4,900 | $1.30M | 0.00% | +4,201+601.0% | Added |
| State of Alaska, Department of Revenue | 5,061 | $1.34M | 0.02% | −259−4.9% | Reduced |
| Cresset Asset Management, LLC | 5,139 | $1.37M | 0.01% | +660+14.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,395 | $1.43M | 0.01% | −3,745−41.0% | Reduced |
| Janus Henderson Group PLC | 5,877 | $1.56M | 0.00% | +330+5.9% | Added |
| TD Asset Management Inc | 6,100 | $1.62M | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 6,419 | $1.71M | 0.11% | 00.0% | Unchanged |
| Deutsche Bank AG | 6,725 | $1.79M | 0.00% | +1,447+27.4% | Added |
| Ballast Asset Management, LP | 6,843 | $1.82M | 1.69% | +6,843 | New |
| Texas Permanent School Fund | 6,854 | $1.82M | 0.02% | −265−3.7% | Reduced |
| Great West Life Assurance Co | 6,954 | $1.85M | 0.00% | −148−2.1% | Reduced |
| UBS Asset Management Americas Inc | 7,144 | $1.90M | 0.00% | −125−1.7% | Reduced |
| Brinker Capital Investments, LLC | 7,178 | $1.91M | 0.02% | −295−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 7,178 | $1.91M | 0.02% | −295−3.9% | Reduced |
| Thrivent Financial for Lutherans | 7,382 | $1.96M | 0.00% | −353−4.6% | Reduced |
| Marks Group Wealth Management, Inc | 7,691 | $2.04M | 0.25% | −99−1.3% | Reduced |
| First Eagle Investment Management, LLC | 7,998 | $2.12M | 0.01% | −3,258−28.9% | Reduced |
| Qube Research & Technologies Ltd | 8,245 | $2.19M | 0.01% | +977+13.4% | Added |
| AQR Capital Management LLC | 8,340 | $2.22M | 0.00% | −1,825−18.0% | Reduced |
| State of New Jersey Common Pension Fund D | 8,635 | $2.29M | 0.01% | −988−10.3% | Reduced |
| California State Teachers Retirement System | 8,834 | $2.35M | 0.00% | −963−9.8% | Reduced |
| Man Group plc | – | $2.41M | 0.01% | – | – |
| Watchman Group, Inc. | 9,684 | $2.57M | 1.09% | +9,684 | New |
| Public Sector Pension Investment Board | 9,974 | $2.65M | 0.02% | −4,378−30.5% | Reduced |
| Alliancebernstein L.P. | 10,385 | $2.76M | 0.00% | −93−0.9% | Reduced |
| Prudential Financial Inc | 10,457 | $2.78M | 0.00% | −1,039−9.0% | Reduced |
| Royal Bank of Canada | 10,892 | $2.89M | 0.00% | +581+5.6% | Added |
| Clark Estates Inc | 11,000 | $2.92M | 0.53% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,044 | $2.93M | 0.27% | +2,868+35.1% | Added |
| Ancora Advisors, LLC | 11,234 | $2.98M | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 11,352 | $3.02M | 0.01% | +199+1.8% | Added |
| Renaissance Technologies LLC | 11,355 | $3.02M | 0.01% | −6,600−36.8% | Reduced |
| Barclays PLC | 11,848 | $3.15M | 0.00% | −407−3.3% | Reduced |
| Russell Investments Group, Ltd. | 12,457 | $3.31M | 0.01% | −6,922−35.7% | Reduced |
| BNP Paribas Arbitrage, SA | 12,727 | $3.38M | 0.01% | +3,101+32.2% | Added |
| Credit Suisse AG | 12,944 | $3.44M | 0.00% | −944−6.8% | Reduced |
| Balyasny Asset Management LLC | 13,287 | $3.53M | 0.01% | +10,176+327.1% | Added |
| First Trust Advisors LP | 13,568 | $3.60M | 0.00% | +7,461+122.2% | Added |
| Putnam Investments LLC | 14,103 | $3.75M | 0.01% | +2,200+18.5% | Added |
| Confluence Investment Management LLC | 14,300 | $3.80M | 0.06% | +14,300 | New |
| Teton Advisors, Inc. | 14,540 | $3.86M | 1.20% | −1,600−9.9% | Reduced |
| Allianz Asset Management GmbH | 14,845 | $3.94M | 0.01% | −577−3.7% | Reduced |
| SEI Investments Co | 14,979 | $3.98M | 0.01% | +2,443+19.5% | Added |
| Goldman Sachs Group Inc | 15,348 | $4.08M | 0.00% | −14,686−48.9% | Reduced |
| JPMorgan Chase & Co | 15,352 | $4.08M | 0.00% | −4,365−22.1% | Reduced |