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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 5,388 | $1.87M | 0.00% | +5,388 | New |
| Edgestream Partners, L.P. | 5,374 | $1.86M | 0.13% | +1,329+32.9% | Added |
| HRT Financial LP | 4,955 | $1.72M | 0.01% | +4,955 | New |
| Anchor Capital Advisors LLC | 4,919 | $1.71M | 0.04% | +709+16.8% | Added |
| Oppenheimer Asset Management Inc. | 4,869 | $1.69M | 0.02% | −12−0.2% | Reduced |
| State of Alaska, Department of Revenue | 4,776 | $1.66M | 0.02% | −285−5.6% | Reduced |
| American International Group, Inc. | 4,716 | $1.63M | 0.01% | −52−1.1% | Reduced |
| Summit Global Investments | 4,695 | $1.63M | 0.11% | +924+24.5% | Added |
| MetLife Investment Management | 4,585 | $1.59M | 0.01% | −71−1.5% | Reduced |
| New York State Common Retirement Fund | 4,570 | $1.58M | 0.00% | +919+25.2% | Added |
| Boston Partners | 5,011 | $1.53M | 0.00% | +20.0% | Added |
| Man Group plc | 4,418 | $1.53M | 0.00% | – | – |
| Illinois Municipal Retirement Fund | 4,388 | $1.52M | 0.03% | −374−7.9% | Reduced |
| Comerica Bank | 4,297 | $1.49M | 0.01% | −384−8.2% | Reduced |
| Manufacturers Life Insurance Company, The | 4,147 | $1.44M | 0.00% | −137−3.2% | Reduced |
| Cascade Investment Advisors, Inc. | 4,146 | $1.44M | 1.02% | −130−3.0% | Reduced |
| Voya Investment Management LLC | 4,132 | $1.43M | 0.00% | −33,542−89.0% | Reduced |
| Yousif Capital Management, LLC | 4,121 | $1.43M | 0.02% | −145−3.4% | Reduced |
| State of Tennessee, Treasury Department | 4,116 | $1.43M | 0.01% | −270−6.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.39M | 0.19% | 00.0% | Unchanged |
| Jane Street Group, LLC | 3,920 | $1.36M | 0.00% | +2,944+301.6% | Added |
| Louisiana State Employees Retirement System | 3,900 | $1.35M | 0.03% | −200−4.9% | Reduced |
| PDT Partners, LLC | 3,827 | $1.33M | 0.15% | +3,827 | New |
| Amalgamated Bank | 3,450 | $1.20M | 0.01% | −210−5.7% | Reduced |
| Teton Advisors, Inc. | 3,400 | $1.18M | 0.39% | −11,140−76.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,340 | $1.16M | 0.00% | +150+4.7% | Added |
| Susquehanna International Group, LLP | 3,260 | $1.13M | 0.00% | +944+40.8% | Added |
| Keeley-Teton Advisors, LLC | 3,214 | $1.11M | 0.14% | −56−1.7% | Reduced |
| State of Wyoming | 2,840 | $984.4K | 0.18% | +718+33.8% | Added |
| Maryland State Retirement & Pension System | 2,814 | $975.4K | 0.02% | −158−5.3% | Reduced |
| New York State Teachers Retirement System | 2,786 | $966.0K | 0.00% | −100−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,758 | $956.0K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,518 | $872.8K | 0.00% | +411+19.5% | Added |
| State Board of Administration of Florida Retirement System | 2,502 | $867.2K | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 2,352 | $815.3K | 0.00% | −5,988−71.8% | Reduced |
| US Bancorp | 2,348 | $813.9K | 0.00% | +2,047+680.1% | Added |
| Oregon Public Employees Retirement Fund | 2,298 | $796.5K | 0.01% | −113−4.7% | Reduced |
| Mariner, LLC | 2,234 | $774.7K | 0.00% | +110+5.2% | Added |
| Two Sigma Advisers, LP | 2,200 | $762.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,183 | $756.7K | 0.01% | −40−1.8% | Reduced |
| Franklin Resources Inc | 2,142 | $742.5K | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,035 | $705.4K | 0.10% | −55−2.6% | Reduced |
| Aviva PLC | 2,021 | $700.5K | 0.00% | −200−9.0% | Reduced |
| Two Sigma Investments, LP | 2,000 | $693.2K | 0.00% | −1,600−44.4% | Reduced |
| Everence Capital Management Inc | 1,950 | $676.0K | 0.05% | 00.0% | Unchanged |
| STRS Ohio | 1,800 | $623.0K | 0.00% | −1,900−51.4% | Reduced |
| West Coast Financial LLC | 1,774 | $614.9K | 0.08% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 1,749 | $606.2K | 0.00% | +1,749 | New |
| Vident Advisory, LLC | 1,709 | $592.4K | 0.01% | +333+24.2% | Added |
| Janney Montgomery Scott LLC | 1,705 | $591.0K | 0.00% | +225+15.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,671 | $579.2K | 0.00% | −3,724−69.0% | Reduced |
| ProShare Advisors LLC | 1,622 | $562.2K | 0.00% | +307+23.3% | Added |
| Stratos Wealth Partners, LTD. | 1,605 | $556.3K | 0.01% | −2,533−61.2% | Reduced |
| Wolverine Trading, LLC | 1,543 | $534.8K | 0.00% | +465+43.1% | Added |
| Empirical Finance, LLC | 1,493 | $517.5K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 1,490 | $516.5K | 0.00% | −54−3.5% | Reduced |
| HighTower Advisors, LLC | 1,489 | $512.0K | 0.00% | +77+5.5% | Added |
| Park Avenue Securities LLC | 1,433 | $497.0K | 0.01% | −36−2.5% | Reduced |
| Neuberger Berman Group LLC | 1,430 | $495.7K | 0.00% | +11+0.8% | Added |
| Seven Eight Capital, LP | 1,399 | $484.9K | 0.06% | +51+3.8% | Added |
| Gotham Asset Management, LLC | 1,379 | $478.0K | 0.01% | −2,561−65.0% | Reduced |
| Vestcor Inc | 1,372 | $476.0K | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,355 | $469.7K | 0.01% | −61−4.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,346 | $466.6K | 0.01% | −40−2.9% | Reduced |
| M&T Bank Corp | 1,308 | $453.4K | 0.00% | −72−5.2% | Reduced |
| Two Sigma Securities, LLC | 1,296 | $449.2K | 0.02% | +1,296 | New |
| Public Employees Retirement Association of Colorado | 1,226 | $425.0K | 0.00% | −116−8.6% | Reduced |
| Captrust Financial Advisors | 1,216 | $421.5K | 0.00% | −144−10.6% | Reduced |
| Capstone Investment Advisors, LLC | 1,209 | $419.1K | 0.01% | +1,209 | New |
| Alps Advisors Inc | 1,160 | $402.1K | 0.00% | −75−6.1% | Reduced |
| MML Investors Services, LLC | 1,147 | $398.0K | 0.00% | +78+7.3% | Added |
| Ophir Asset Management Pty Ltd | 1,130 | $391.7K | 0.08% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 1,096 | $379.9K | 0.00% | −25−2.2% | Reduced |
| Los Angeles Capital Management LLC | 1,085 | $376.1K | 0.00% | −10,267−90.4% | Reduced |
| Bank of Montreal | 962 | $343.5K | 0.00% | −83−7.9% | Reduced |
| Assenagon Asset Management S.A. | 991 | $343.5K | 0.00% | +991 | New |
| Lazard Asset Management LLC | 990 | $343.0K | 0.00% | −23−2.3% | Reduced |
| Guidance Capital, Inc | 985 | $339.3K | 0.13% | +104+11.8% | Added |
| Advisor Group Holdings, Inc. | 978 | $339.0K | 0.00% | −196−16.7% | Reduced |
| Amundi | 1,044 | $332.7K | 0.00% | +12+1.2% | Added |
| Stifel Financial Corp | 951 | $329.6K | 0.00% | +951 | New |
| AlphaMark Advisors, LLC | 948 | $329.0K | 0.12% | +948 | New |
| Penserra Capital Management LLC | 930 | $322.0K | 0.01% | +48+5.4% | Added |
| Nisa Investment Advisors, LLC | 911 | $315.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 906 | $314.0K | 0.01% | +36+4.1% | Added |
| HighPoint Advisor Group LLC | 808 | $312.0K | 0.02% | +808 | New |
| Moran Wealth Management, LLC | 893 | $309.5K | 0.01% | +46+5.4% | Added |
| Legato Capital Management LLC | 880 | $305.0K | 0.04% | +880 | New |
| Pictet Asset Management Holding SA | 858 | $297.4K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 836 | $289.8K | 0.00% | −1,136−57.6% | Reduced |
| Lakewood Asset Management LLC | 807 | $279.7K | 0.22% | +5+0.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 804 | $278.7K | 0.17% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 780 | $270.4K | 0.01% | +780 | New |
| Raymond James Financial Services Advisors, Inc. | 778 | $269.7K | 0.00% | +778 | New |
| State of Wisconsin Investment Board | 740 | $256.5K | 0.00% | −111−13.0% | Reduced |
| Aigen Investment Management, LP | 738 | $255.8K | 0.05% | +738 | New |
| Envestnet Portfolio Solutions, Inc. | 725 | $251.3K | 0.00% | −29−3.8% | Reduced |
| D. E. Shaw & Co., Inc. | 699 | $242.3K | 0.00% | −4,201−85.7% | Reduced |
| Verus Capital Partners, LLC | 675 | $234.0K | 0.03% | +675 | New |
| Kingswood Wealth Advisors, LLC | 670 | $232.2K | 0.03% | +670 | New |