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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
The PNC Financial Services Group, Inc.658$174.8K0.00%−57−8.0%Reduced
Shell Asset Management Co620$165.0K0.01%−10−1.6%Reduced
Quantbot Technologies LP617$163.9K0.01%+617New
Covestor Ltd609$162.0K0.12%−12−1.9%Reduced
Metropolitan Life Insurance Co504$133.9K0.01%+33+7.0%Added
Trivant Custom Portfolio Group, LLC502$133.4K0.10%−235−31.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)462$122.7K0.00%−405−46.7%Reduced
Fifth Third Bancorp371$98.6K0.00%+2+0.5%Added
Tower Research Capital LLC (TRC)359$95.4K0.00%−591−62.2%Reduced
Financial Management Professionals, Inc.351$93.0K0.02%00.0%Unchanged
US Bancorp301$80.0K0.00%−30−9.1%Reduced
Meeder Asset Management Inc258$68.5K0.01%00.0%Unchanged
KBC Group NV223$59.0K0.00%−350−61.1%Reduced
Robeco Institutional Asset Management B.V.220$58.4K0.00%00.0%Unchanged
GWM Advisors LLC220$58.4K0.00%−1,159−84.0%Reduced
Public Employees Retirement System of Ohio133$35.0K0.00%+4+3.1%Added
Federated Hermes, Inc.122$32.4K0.00%−2−1.6%Reduced
Aquatic Capital Management LLC120$32.0K0.00%+120New
CWM, LLC107$28.0K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC105$27.9K0.00%+11+11.7%Added
Headinvest, LLC100$26.3K0.01%+100New
Group One Trading, L.P.98$26.0K0.00%+98New
Lee Financial Co69$18.3K0.00%00.0%Unchanged
Live Oak Investment Partners–$15.4K0.01%––
Quadrant Capital Group LLC45$12.0K0.00%+6+15.4%Added
Ronald Blue Trust, Inc.28$8.00K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$8.00K0.00%+30New
Front Row Advisors LLC29$7.70K0.00%+1+3.6%Added
Parkside Financial Bank & Trust28$7.44K0.00%−5−15.2%Reduced
Cary Street Partner Investment Advisory LLC26$6.91K0.00%00.0%Unchanged
Hollencrest Capital Management25$6.64K0.00%00.0%Unchanged
Baker Avenue Asset Management, LP25$6.64K0.00%+25New
Steward Financial Group LLC17$4.00K0.00%+17New
EverSource Wealth Advisors, LLC13$3.45K0.00%−4−23.5%Reduced
Milestone Investment Advisors LLC10$2.66K0.00%+10New
Bessemer Group Inc9$2.00K0.00%+2+28.6%Added
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
Larson Financial Group LLC5$1.33K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.33K0.00%+5New
Blue Bell Private Wealth Management, LLC4$1.06K0.00%00.0%Unchanged
Parallel Advisors, LLC4$1.06K0.00%+3+300.0%Added
ClariVest Asset Management LLC4$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC3$7970.00%−1−25.0%Reduced
SJS Investment Consulting Inc.2$5320.00%−1−33.3%Reduced
Creative Financial Designs Inc2$5310.00%00.0%Unchanged
AdvisorNet Financial, Inc2$5310.00%+1+100.0%Added
Lindbrook Capital, LLC2$5310.00%+2New
Global Retirement Partners, LLC2$5110.00%00.0%Unchanged
Versant Capital Management, Inc1$2660.00%−2−66.7%Reduced
Abound Wealth Management1$2660.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
William Blair Investment Management, LLC0$00.00%−50,851−100.0%Sold out
Cerity Partners LLC0$00.00%−17,560−100.0%Sold out
Panagora Asset Management Inc0$00.00%−17,127−100.0%Sold out
SG Capital Management LLC0$00.00%−16,249−100.0%Sold out
Advisory Research Inc0$00.00%−9,181−100.0%Sold out
Vident Investment Advisory, LLC0$00.00%−9,027−100.0%Sold out
Globeflex Capital L P0$00.00%−8,681−100.0%Sold out
Crown Advisors Management, Inc.0$00.00%−5,000−100.0%Sold out
Ausbil Investment Management Ltd0$00.00%−2,619−100.0%Sold out
Carolina Wealth Advisors, LLC0$00.00%−2,351−100.0%Sold out
Diversified Trust Co0$00.00%−1,567−100.0%Sold out
Nebula Research & Development LLC0$00.00%−1,345−100.0%Sold out
Keebeck Alpha, LP0$00.00%−1,156−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−1,120−100.0%Sold out
HSBC Holdings PLC0$00.00%−1,011−100.0%Sold out
Versor Investments LP0$00.00%−988−100.0%Sold out
Quantamental Technologies LLC0$00.00%−826−100.0%Sold out
Vontobel Holding Ltd.0$00.00%−790−100.0%Sold out
Raymond James Financial Services Advisors, Inc.0$00.00%−738−100.0%Sold out
Toroso Investments, LLC0$00.00%−728−100.0%Sold out
JustInvest LLC0$00.00%−726−100.0%Sold out
Burney Co0$00.00%−690−100.0%Sold out
Citadel Advisors LLC0$00.00%−105−100.0%Sold out
Fiduciary Alliance LLC0$00.00%−19−100.0%Sold out
Allworth Financial LP0$00.00%−11−100.0%Sold out
Tucker Asset Management LLC0$00.00%−6−100.0%Sold out
National Bank of Canada0$00.00%−4−100.0%Sold out
IFP Advisors, Inc0$00.00%−5−100.0%Sold out
Huntington National Bank0$00.00%−3−100.0%Sold out
Disciplined Investments, LLC0$00.00%−2−100.0%Sold out
Horizon Investments, LLC0$00.00%−1−100.0%Sold out
Sofos Investments, Inc.0$00.00%−295−100.0%Sold out
EA Series Trust––––Not filed
Pictet Asset Management SA––––Not filed
Vigilant Capital Management, LLC––––Not filed
First Capital Advisors Group, LLC.––––Not filed