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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 4,881 | $1.30M | 0.02% | −80−1.6% | Reduced |
| Citigroup Inc | 4,842 | $1.29M | 0.00% | −8,614−64.0% | Reduced |
| Rafferty Asset Management, LLC | 4,772 | $1.27M | 0.01% | −13−0.3% | Reduced |
| American International Group, Inc. | 4,768 | $1.27M | 0.01% | +106+2.3% | Added |
| Illinois Municipal Retirement Fund | 4,762 | $1.26M | 0.02% | +4,762 | New |
| Comerica Bank | 4,681 | $1.24M | 0.01% | +497+11.9% | Added |
| MetLife Investment Management | 4,656 | $1.24M | 0.01% | 00.0% | Unchanged |
| Boston Partners | 5,009 | $1.17M | 0.00% | +311+6.6% | Added |
| State of Tennessee, Treasury Department | 4,386 | $1.17M | 0.00% | −1,180−21.2% | Reduced |
| Manufacturers Life Insurance Company, The | 4,284 | $1.14M | 0.00% | +774+22.1% | Added |
| Cascade Investment Advisors, Inc. | 4,276 | $1.14M | 0.90% | +1,361+46.7% | Added |
| Yousif Capital Management, LLC | 4,266 | $1.13M | 0.01% | −293−6.4% | Reduced |
| Anchor Capital Advisors LLC | 4,210 | $1.12M | 0.03% | −531−11.2% | Reduced |
| Stratos Wealth Partners, LTD. | 4,138 | $1.10M | 0.02% | −2,326−36.0% | Reduced |
| Louisiana State Employees Retirement System | 4,100 | $1.09M | 0.02% | −100−2.4% | Reduced |
| Edgestream Partners, L.P. | 4,045 | $1.07M | 0.09% | −2,391−37.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.06M | 0.16% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 3,955 | $1.05M | 0.01% | +3,955 | New |
| Gotham Asset Management, LLC | 3,940 | $1.05M | 0.02% | +174+4.6% | Added |
| Summit Global Investments | 3,771 | $1.00M | 0.07% | +3,771 | New |
| STRS Ohio | 3,700 | $982.0K | 0.00% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,688 | $979.8K | 0.00% | +477+14.9% | Added |
| Amalgamated Bank | 3,660 | $972.0K | 0.01% | −127−3.4% | Reduced |
| New York State Common Retirement Fund | 3,651 | $969.9K | 0.00% | −17−0.5% | Reduced |
| Two Sigma Investments, LP | 3,600 | $956.4K | 0.00% | +1,600+80.0% | Added |
| Keeley-Teton Advisors, LLC | 3,270 | $868.7K | 0.12% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 3,190 | $847.5K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 3,000 | $797.0K | 0.01% | −2,900−49.2% | Reduced |
| Maryland State Retirement & Pension System | 2,972 | $789.5K | 0.02% | −178−5.7% | Reduced |
| New York State Teachers Retirement System | 2,886 | $767.0K | 0.00% | −100−3.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,758 | $733.0K | 0.01% | 00.0% | Unchanged |
| Holocene Advisors, LP | 2,517 | $668.7K | 0.00% | +2,517 | 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 |
| Roundview Capital LLC | 2,468 | $655.6K | 0.07% | +2,468 | New |
| Oregon Public Employees Retirement Fund | 2,411 | $640.5K | 0.01% | −100−4.0% | Reduced |
| Susquehanna International Group, LLP | 2,316 | $615.3K | 0.00% | −3,424−59.7% | Reduced |
| Occudo Quantitative Strategies LP | 2,251 | $598.0K | 0.08% | +2,251 | New |
| Arizona State Retirement System | 2,223 | $590.6K | 0.01% | +25+1.1% | Added |
| Aviva PLC | 2,221 | $590.0K | 0.00% | −2,905−56.7% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $584.5K | 0.00% | −900−29.0% | Reduced |
| Franklin Resources Inc | 2,142 | $569.0K | 0.00% | −165−7.2% | Reduced |
| XTX Topco Ltd | 2,126 | $564.8K | 0.10% | +2,126 | New |
| Mariner, LLC | 2,124 | $564.3K | 0.00% | +190+9.8% | Added |
| State of Wyoming | 2,122 | $563.7K | 0.12% | +638+43.0% | Added |
| Wells Fargo & Company | 2,107 | $559.7K | 0.00% | −2,277−51.9% | Reduced |
| Sheets Smith Wealth Management | 2,090 | $555.2K | 0.08% | +54+2.7% | Added |
| Jefferies Financial Group Inc. | 2,016 | $535.6K | 0.01% | +2,016 | New |
| Handelsinvest Investeringsforvaltning | 2,000 | $531.0K | 0.18% | −21,000−91.3% | Reduced |
| Squarepoint Ops LLC | 1,972 | $523.9K | 0.00% | +1,972 | New |
| Cornercap Investment Counsel Inc | 1,956 | $519.6K | 0.09% | +1,956 | New |
| Everence Capital Management Inc | 1,950 | $518.0K | 0.04% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,774 | $471.3K | 0.07% | −26−1.4% | Reduced |
| Teacher Retirement System of Texas | 1,705 | $453.0K | 0.00% | −1,262−42.5% | Reduced |
| Jump Financial, LLC | 1,613 | $428.5K | 0.02% | +1,613 | New |
| SkyView Investment Advisors, LLC | 1,554 | $413.0K | 0.17% | +47+3.1% | Added |
| Regions Financial Corp | 1,544 | $410.2K | 0.00% | −19−1.2% | Reduced |
| Empirical Finance, LLC | 1,493 | $396.6K | 0.03% | +11+0.7% | Added |
| Janney Montgomery Scott LLC | 1,480 | $393.0K | 0.00% | −362−19.7% | Reduced |
| Park Avenue Securities LLC | 1,469 | $390.0K | 0.01% | +1,469 | New |
| HighTower Advisors, LLC | 1,412 | $378.0K | 0.00% | +16+1.1% | Added |
| Neuberger Berman Group LLC | 1,419 | $377.0K | 0.00% | +109+8.3% | Added |
| Mutual of America Capital Management LLC | 1,416 | $376.2K | 0.00% | −164−10.4% | Reduced |
| Resources Investment Advisors, LLC. | 1,386 | $368.2K | 0.01% | +3+0.2% | Added |
| M&T Bank Corp | 1,380 | $366.6K | 0.00% | −1,210−46.7% | Reduced |
| KB Financial Partners, LLC | 1,378 | $366.0K | 0.10% | +3+0.2% | Added |
| Vident Advisory, LLC | 1,376 | $365.6K | 0.01% | +1,376 | New |
| Vestcor Inc | 1,372 | $364.0K | 0.01% | +646+89.0% | Added |
| Captrust Financial Advisors | 1,360 | $361.3K | 0.00% | +645+90.2% | Added |
| Seven Eight Capital, LP | 1,348 | $358.1K | 0.04% | +1,348 | New |
| Public Employees Retirement Association of Colorado | 1,342 | $357.0K | 0.00% | −101−7.0% | Reduced |
| ProShare Advisors LLC | 1,315 | $349.3K | 0.00% | −35−2.6% | Reduced |
| ExodusPoint Capital Management, LP | 1,273 | $338.0K | 0.00% | +1,273 | New |
| Alps Advisors Inc | 1,235 | $328.1K | 0.00% | +118+10.6% | Added |
| Advisor Group Holdings, Inc. | 1,174 | $311.8K | 0.00% | +172+17.2% | Added |
| Hunter Perkins Capital Management, LLC | 1,165 | $309.0K | 0.07% | +182+18.5% | Added |
| Ophir Asset Management Pty Ltd | 1,130 | $300.2K | 0.07% | +1,130 | New |
| New York Life Investment Management LLC | 1,121 | $297.8K | 0.00% | −176−13.6% | Reduced |
| Bank of Montreal | 1,045 | $297.0K | 0.00% | +71+7.3% | Added |
| Guggenheim Capital LLC | 1,105 | $293.6K | 0.00% | −964−46.6% | Reduced |
| Wolverine Trading, LLC | 1,078 | $286.4K | 0.00% | +1,078 | New |
| MML Investors Services, LLC | 1,069 | $284.0K | 0.00% | −38−3.4% | Reduced |
| Amundi | 1,032 | $270.3K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 1,014 | $269.4K | 0.00% | +67+7.1% | Added |
| Lazard Asset Management LLC | 1,013 | $269.0K | 0.00% | +50+5.2% | Added |
| Cornerstone Wealth Management, LLC | 1,000 | $265.7K | 0.03% | −875−46.7% | Reduced |
| Jane Street Group, LLC | 976 | $259.3K | 0.00% | −2,429−71.3% | Reduced |
| Atom Investors LP | 974 | $258.8K | 0.06% | −3,595−78.7% | Reduced |
| Nisa Investment Advisors, LLC | 911 | $242.0K | 0.00% | −5−0.5% | Reduced |
| Penserra Capital Management LLC | 882 | $234.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 870 | $231.1K | 0.01% | +162+22.9% | Added |
| Pictet Asset Management Holding SA | 858 | $227.9K | 0.00% | +858 | New |
| Inceptionr LLC | 852 | $226.3K | 0.13% | +852 | New |
| State of Wisconsin Investment Board | 851 | $226.1K | 0.00% | +851 | New |
| Moran Wealth Management, LLC | 847 | $225.0K | 0.01% | −119−12.3% | Reduced |
| Guidance Capital, Inc | 881 | $223.7K | 0.10% | +66+8.1% | Added |
| Tudor Investment Corp Et Al | 826 | $219.4K | 0.00% | +826 | New |
| Cherry Creek Investment Advisors, Inc. | 804 | $213.6K | 0.14% | +20+2.6% | Added |
| Lakewood Asset Management LLC | 802 | $213.1K | 0.17% | +3+0.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 754 | $200.3K | 0.00% | +754 | New |