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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, 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.

Institutional holdersQ4 2023: 259 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 heldQ4 2023: $2.77B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2023.

Institutions holding CVCO in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Toroso Investments, LLC658$228.1K0.01%+658New
The PNC Financial Services Group, Inc.655$227.0K0.00%−3−0.5%Reduced
Guggenheim Capital LLC639$221.5K0.00%−466−42.2%Reduced
Stephens Inc606$210.1K0.00%+606New
Engineers Gate Manager LP604$209.4K0.01%+604New
FDx Advisors, Inc.604$209.0K0.02%+604New
Trexquant Investment LP589$204.2K0.00%+589New
Covestor Ltd553$191.0K0.13%−56−9.2%Reduced
Metropolitan Life Insurance Co504$174.7K0.01%00.0%Unchanged
Shell Asset Management Co477$165.0K0.01%−143−23.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)462$160.1K0.00%00.0%Unchanged
Trivant Custom Portfolio Group, LLC443$153.6K0.10%−59−11.8%Reduced
Simplex Trading, LLC406$140.0K0.00%+406New
Fifth Third Bancorp371$128.6K0.00%00.0%Unchanged
Financial Management Professionals, Inc.346$120.0K0.02%−5−1.4%Reduced
GAMMA Investing LLC233$77.3K0.02%+233New
KBC Group NV223$77.0K0.00%00.0%Unchanged
Robeco Institutional Asset Management B.V.220$76.3K0.00%00.0%Unchanged
EntryPoint Capital, LLC191$66.2K0.06%+191New
Meeder Asset Management Inc160$55.5K0.00%−98−38.0%Reduced
Public Employees Retirement System of Ohio128$44.4K0.00%−5−3.8%Reduced
Exchange Traded Concepts, LLC107$37.1K0.00%+2+1.9%Added
Group One Trading, L.P.98$34.0K0.00%00.0%Unchanged
CWM, LLC92$32.0K0.00%−15−14.0%Reduced
Advisory Services Network, LLC90$31.2K0.00%+90New
GWM Advisors LLC80$27.7K0.00%−140−63.6%Reduced
Quadrant Capital Group LLC72$25.0K0.00%+27+60.0%Added
Lee Financial Co69$23.9K0.00%00.0%Unchanged
Parallel Advisors, LLC64$22.2K0.00%+60+1,500.0%Added
Live Oak Investment Partners–$20.1K0.02%––
Ronald Blue Trust, Inc.67$18.0K0.00%+39+139.3%Added
Principal Securities, Inc.43$14.9K0.00%+43New
Tyler-Stone Wealth Management30$10.4K0.01%00.0%Unchanged
Hollencrest Capital Management25$8.67K0.00%00.0%Unchanged
Private Trust Co NA21$7.28K0.00%+21New
Security National Bank20$6.93K0.00%+20New
EverSource Wealth Advisors, LLC13$4.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$3.81K0.00%+11New
Arlington Trust Co LLC8$2.77K0.00%+8New
Bokf, NA8$2.77K0.00%+8New
Massmutual Trust Co FSB7$2.43K0.00%+7New
Farmers & Merchants Investments Inc6$2.08K0.00%00.0%Unchanged
Cornerstone Planning Group LLC6$2.08K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$1.73K0.00%+2+66.7%Added
Larson Financial Group LLC5$1.73K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.73K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co5$1.73K0.00%+5New
Farther Finance Advisors, LLC5$1.73K0.00%+5New
Blue Bell Private Wealth Management, LLC4$1.39K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Parkside Financial Bank & Trust2$6940.00%−26−92.9%Reduced
SJS Investment Consulting Inc.2$6940.00%00.0%Unchanged
Creative Financial Designs Inc2$6930.00%00.0%Unchanged
AdvisorNet Financial, Inc2$6930.00%00.0%Unchanged
Global Retirement Partners, LLC2$6230.00%00.0%Unchanged
Lindbrook Capital, LLC1$3470.00%−1−50.0%Reduced
Versant Capital Management, Inc1$3470.00%00.0%Unchanged
Abound Wealth Management1$3470.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
T. Rowe Price Investment Management, Inc.0$00.00%−136,257−100.0%Sold out
Clark Estates Inc0$00.00%−11,000−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−6,419−100.0%Sold out
SG Americas Securities, LLC0$00.00%−3,955−100.0%Sold out
Roundview Capital LLC0$00.00%−2,468−100.0%Sold out
Occudo Quantitative Strategies LP0$00.00%−2,251−100.0%Sold out
XTX Topco Ltd0$00.00%−2,126−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−2,016−100.0%Sold out
Handelsinvest Investeringsforvaltning0$00.00%−2,000−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−1,956−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−1,705−100.0%Sold out
Jump Financial, LLC0$00.00%−1,613−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−1,554−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−1,273−100.0%Sold out
Hunter Perkins Capital Management, LLC0$00.00%−1,165−100.0%Sold out
Cornerstone Wealth Management, LLC0$00.00%−1,000−100.0%Sold out
Atom Investors LP0$00.00%−974−100.0%Sold out
Inceptionr LLC0$00.00%−852−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−826−100.0%Sold out
Quantbot Technologies LP0$00.00%−617−100.0%Sold out
Federated Hermes, Inc.0$00.00%−122−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−120−100.0%Sold out
Headinvest, LLC0$00.00%−100−100.0%Sold out
Front Row Advisors LLC0$00.00%−29−100.0%Sold out
Cary Street Partner Investment Advisory LLC0$00.00%−26−100.0%Sold out
Baker Avenue Asset Management, LP0$00.00%−25−100.0%Sold out
Milestone Investment Advisors LLC0$00.00%−10−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−6−100.0%Sold out
Providence Capital Advisors, LLC0$00.00%−6−100.0%Sold out
ClariVest Asset Management LLC0$00.00%−4−100.0%Sold out
Virginia Retirement Systems Et Al––––Not filed
First Republic Investment Management, Inc.––––Not filed
KB Financial Partners, LLC––––Not filed
Pathstone Family Office, LLC––––Not filed
Steward Financial Group LLC––––Not filed