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, Q4 2023
Institutional positions in Cavco Industries, Inc. as of Dec 31, 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
- 259
- +9 vs. Q3 2023
- Shares held
- 7.98M
- −282.6K (−3.4%) vs. Q3 2023
- Total value
- $2.77B
- +$568.1M (+25.9%) vs. Q3 2023
- New holders
- 39
- 67 more added
- Sold out
- 30
- 111 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,430 | $495.7K | 0.00% | +11+0.8% | Added |
| Park Avenue Securities LLC | 1,433 | $497.0K | 0.01% | −36−2.5% | Reduced |
| HighTower Advisors, LLC | 1,489 | $512.0K | 0.00% | +77+5.5% | Added |
| Regions Financial Corp | 1,490 | $516.5K | 0.00% | −54−3.5% | Reduced |
| Empirical Finance, LLC | 1,493 | $517.5K | 0.04% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 1,543 | $534.8K | 0.00% | +465+43.1% | Added |
| Stratos Wealth Partners, LTD. | 1,605 | $556.3K | 0.01% | −2,533−61.2% | Reduced |
| ProShare Advisors LLC | 1,622 | $562.2K | 0.00% | +307+23.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,671 | $579.2K | 0.00% | −3,724−69.0% | Reduced |
| Janney Montgomery Scott LLC | 1,705 | $591.0K | 0.00% | +225+15.2% | Added |
| Vident Advisory, LLC | 1,709 | $592.4K | 0.01% | +333+24.2% | Added |
| Pathstone Holdings, LLC | 1,749 | $606.2K | 0.00% | +1,749 | New |
| West Coast Financial LLC | 1,774 | $614.9K | 0.08% | 00.0% | Unchanged |
| STRS Ohio | 1,800 | $623.0K | 0.00% | −1,900−51.4% | Reduced |
| Everence Capital Management Inc | 1,950 | $676.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 2,000 | $693.2K | 0.00% | −1,600−44.4% | Reduced |
| Aviva PLC | 2,021 | $700.5K | 0.00% | −200−9.0% | Reduced |
| Sheets Smith Wealth Management | 2,035 | $705.4K | 0.10% | −55−2.6% | Reduced |
| Franklin Resources Inc | 2,142 | $742.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,183 | $756.7K | 0.01% | −40−1.8% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $762.6K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,234 | $774.7K | 0.00% | +110+5.2% | Added |
| Oregon Public Employees Retirement Fund | 2,298 | $796.5K | 0.01% | −113−4.7% | Reduced |
| US Bancorp | 2,348 | $813.9K | 0.00% | +2,047+680.1% | Added |
| AQR Capital Management LLC | 2,352 | $815.3K | 0.00% | −5,988−71.8% | Reduced |
| State Board of Administration of Florida Retirement System | 2,502 | $867.2K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,518 | $872.8K | 0.00% | +411+19.5% | Added |
| Teachers Retirement System of the State of Kentucky | 2,758 | $956.0K | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 2,786 | $966.0K | 0.00% | −100−3.5% | Reduced |
| Maryland State Retirement & Pension System | 2,814 | $975.4K | 0.02% | −158−5.3% | Reduced |
| State of Wyoming | 2,840 | $984.4K | 0.18% | +718+33.8% | Added |
| Keeley-Teton Advisors, LLC | 3,214 | $1.11M | 0.14% | −56−1.7% | Reduced |
| Susquehanna International Group, LLP | 3,260 | $1.13M | 0.00% | +944+40.8% | Added |
| Ensign Peak Advisors, Inc | 3,340 | $1.16M | 0.00% | +150+4.7% | Added |
| Teton Advisors, Inc. | 3,400 | $1.18M | 0.39% | −11,140−76.6% | Reduced |
| Amalgamated Bank | 3,450 | $1.20M | 0.01% | −210−5.7% | Reduced |
| PDT Partners, LLC | 3,827 | $1.33M | 0.15% | +3,827 | New |
| Louisiana State Employees Retirement System | 3,900 | $1.35M | 0.03% | −200−4.9% | Reduced |
| Jane Street Group, LLC | 3,920 | $1.36M | 0.00% | +2,944+301.6% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.39M | 0.19% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,116 | $1.43M | 0.01% | −270−6.2% | Reduced |
| Yousif Capital Management, LLC | 4,121 | $1.43M | 0.02% | −145−3.4% | Reduced |
| Voya Investment Management LLC | 4,132 | $1.43M | 0.00% | −33,542−89.0% | Reduced |
| Cascade Investment Advisors, Inc. | 4,146 | $1.44M | 1.02% | −130−3.0% | Reduced |
| Manufacturers Life Insurance Company, The | 4,147 | $1.44M | 0.00% | −137−3.2% | Reduced |
| Comerica Bank | 4,297 | $1.49M | 0.01% | −384−8.2% | Reduced |
| Illinois Municipal Retirement Fund | 4,388 | $1.52M | 0.03% | −374−7.9% | Reduced |
| Man Group plc | 4,418 | $1.53M | 0.00% | – | – |
| Boston Partners | 5,011 | $1.53M | 0.00% | +20.0% | Added |
| New York State Common Retirement Fund | 4,570 | $1.58M | 0.00% | +919+25.2% | Added |
| MetLife Investment Management | 4,585 | $1.59M | 0.01% | −71−1.5% | Reduced |
| Summit Global Investments | 4,695 | $1.63M | 0.11% | +924+24.5% | Added |
| American International Group, Inc. | 4,716 | $1.63M | 0.01% | −52−1.1% | Reduced |
| State of Alaska, Department of Revenue | 4,776 | $1.66M | 0.02% | −285−5.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,869 | $1.69M | 0.02% | −12−0.2% | Reduced |
| Anchor Capital Advisors LLC | 4,919 | $1.71M | 0.04% | +709+16.8% | Added |
| HRT Financial LP | 4,955 | $1.72M | 0.01% | +4,955 | New |
| Edgestream Partners, L.P. | 5,374 | $1.86M | 0.13% | +1,329+32.9% | Added |
| Citadel Advisors LLC | 5,388 | $1.87M | 0.00% | +5,388 | New |
| Rafferty Asset Management, LLC | 5,578 | $1.93M | 0.01% | +806+16.9% | Added |
| Tower Research Capital LLC (TRC) | 5,663 | $1.96M | 0.02% | +5,304+1,477.4% | Added |
| Cresset Asset Management, LLC | 5,986 | $2.07M | 0.01% | +847+16.5% | Added |
| TD Asset Management Inc | 6,100 | $2.11M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,112 | $2.12M | 0.00% | +235+4.0% | Added |
| Brinker Capital Investments, LLC | 6,653 | $2.14M | 0.02% | −525−7.3% | Reduced |
| Orion Portfolio Solutions, LLC | 6,653 | $2.14M | 0.02% | −525−7.3% | Reduced |
| Great West Life Assurance Co | 6,338 | $2.19M | 0.00% | −616−8.9% | Reduced |
| Qube Research & Technologies Ltd | 6,347 | $2.20M | 0.00% | −1,898−23.0% | Reduced |
| Holocene Advisors, LP | 6,375 | $2.21M | 0.01% | +3,858+153.3% | Added |
| Deutsche Bank AG | 6,517 | $2.26M | 0.00% | −208−3.1% | Reduced |
| UBS Asset Management Americas Inc | 6,633 | $2.30M | 0.00% | −511−7.2% | Reduced |
| Texas Permanent School Fund | 6,688 | $2.32M | 0.02% | −166−2.4% | Reduced |
| Nicholas Investment Partners, LP | 6,720 | $2.33M | 0.27% | +6,720 | New |
| Thrivent Financial for Lutherans | 6,899 | $2.39M | 0.01% | −483−6.5% | Reduced |
| Empowered Funds, LLC | 7,276 | $2.52M | 0.06% | −20,195−73.5% | Reduced |
| First Trust Advisors LP | 7,277 | $2.52M | 0.00% | −6,291−46.4% | Reduced |
| Prelude Capital Management, LLC | 7,291 | $2.53M | 0.22% | −3,753−34.0% | Reduced |
| Renaissance Technologies LLC | 7,446 | $2.58M | 0.00% | −3,909−34.4% | Reduced |
| Bridgewater Associates, LP | 7,778 | $2.70M | 0.02% | −8,766−53.0% | Reduced |
| Marks Group Wealth Management, Inc | 7,780 | $2.70M | 0.31% | +89+1.2% | Added |
| Balyasny Asset Management LLC | 7,949 | $2.76M | 0.01% | −5,338−40.2% | Reduced |
| Victory Capital Management Inc | 8,096 | $2.81M | 0.00% | +4,408+119.5% | Added |
| Citigroup Inc | 8,352 | $2.89M | 0.00% | +3,510+72.5% | Added |
| California State Teachers Retirement System | 8,398 | $2.91M | 0.00% | −436−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 8,635 | $2.99M | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,834 | $3.06M | 0.01% | −3,623−29.1% | Reduced |
| BNP Paribas Arbitrage, SA | 9,191 | $3.19M | 0.01% | −3,536−27.8% | Reduced |
| First Eagle Investment Management, LLC | 9,568 | $3.32M | 0.01% | +1,570+19.6% | Added |
| Watchman Group, Inc. | 9,650 | $3.34M | 1.10% | −34−0.4% | Reduced |
| Prudential Financial Inc | 9,918 | $3.44M | 0.01% | −539−5.2% | Reduced |
| Ballast Asset Management, LP | 10,040 | $3.48M | 2.21% | +3,197+46.7% | Added |
| Credit Suisse AG | 10,546 | $3.66M | 0.00% | −2,398−18.5% | Reduced |
| Royal Bank of Canada | 10,802 | $3.74M | 0.00% | −90−0.8% | Reduced |
| Alliancebernstein L.P. | 10,817 | $3.75M | 0.00% | +432+4.2% | Added |
| EAM Investors, LLC | 10,883 | $3.77M | 0.68% | +10,883 | New |
| Ancora Advisors, LLC | 11,094 | $3.85M | 0.09% | −140−1.2% | Reduced |
| Confluence Investment Management LLC | 13,462 | $4.67M | 0.07% | −838−5.9% | Reduced |
| Raymond James & Associates | 13,617 | $4.72M | 0.00% | −2,182−13.8% | Reduced |
| Putnam Investments LLC | 14,204 | $4.92M | 0.01% | +101+0.7% | Added |
| Allianz Asset Management GmbH | 15,000 | $5.20M | 0.01% | +155+1.0% | Added |