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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, Q1 2024

Institutional positions in Cavco Industries, Inc. as of Mar 31, 2024. 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
263
+6 vs. Q4 2023
Shares held
8.08M
+116.5K (+1.5%) vs. Q4 2023
Total value
$3.22B
+$463.8M (+16.8%) vs. Q4 2023
New holders
34
75 more added
Sold out
28
117 more reduced

2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 263 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 heldQ1 2024: $3.22B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2023.

Institutions holding CVCO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ronald Blue Trust, Inc.1$3990.00%−66−98.5%Reduced
Versant Capital Management, Inc1$3990.00%00.0%Unchanged
Lindbrook Capital, LLC1$3990.00%00.0%Unchanged
Rothschild Investment LLC1$3990.00%+1New
Abound Wealth Management1$4000.00%00.0%Unchanged
Sofos Investments, Inc.1$4020.00%+1New
Creative Financial Designs Inc2$7980.00%00.0%Unchanged
Global Retirement Partners, LLC2$7980.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC2$7980.00%+2New
Parkside Financial Bank & Trust2$7990.00%00.0%Unchanged
SJS Investment Consulting Inc.2$7990.00%00.0%Unchanged
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
McClarren Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB3$1.20K0.00%−4−57.1%Reduced
Blue Bell Private Wealth Management, LLC4$1.60K0.00%00.0%Unchanged
Umb Bank N A4$1.60K0.00%+4New
Farmers & Merchants Investments Inc5$2.00K0.00%−1−16.7%Reduced
Northwestern Mutual Wealth Management Co5$2.00K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$2.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC5$2.00K0.00%00.0%Unchanged
Farther Finance Advisors, LLC6$2.34K0.00%+1+20.0%Added
McIlrath & Eck, LLC9$3.59K0.00%+9New
Private Wealth Management Group, LLC11$4.39K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC13$4.74K0.00%00.0%Unchanged
Security National Bank20$7.98K0.00%00.0%Unchanged
Private Trust Co NA21$8.38K0.00%00.0%Unchanged
Hollencrest Capital Management25$9.98K0.00%00.0%Unchanged
Tyler-Stone Wealth Management30$12.0K0.01%00.0%Unchanged
Front Row Advisors LLC31$12.4K0.00%+31New
Tower Research Capital LLC (TRC)32$12.8K0.00%−5,631−99.4%Reduced
Principal Securities, Inc.42$16.8K0.00%−1−2.3%Reduced
GWM Advisors LLC63$25.1K0.00%−17−21.3%Reduced
Parallel Advisors, LLC64$25.5K0.00%00.0%Unchanged
EntryPoint Capital, LLC81$32.3K0.03%−110−57.6%Reduced
CWM, LLC82$33.0K0.00%−10−10.9%Reduced
Quadrant Capital Group LLC112$44.7K0.00%+40+55.6%Added
Public Employees Retirement System of Ohio128$51.1K0.00%00.0%Unchanged
Mather Group, LLC.151$52.3K0.00%+151New
KBC Group NV175$70.0K0.00%−48−21.5%Reduced
GAMMA Investing LLC228$91.0K0.02%−5−2.1%Reduced
Caitlin John, LLC241$96.2K0.07%+241New
Covestor Ltd275$110.0K0.07%−278−50.3%Reduced
Simplex Trading, LLC298$118.0K0.00%−108−26.6%Reduced
Trivant Custom Portfolio Group, LLC340$135.7K0.09%−103−23.3%Reduced
Financial Management Professionals, Inc.346$138.0K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC364$141.7K0.00%+364New
Advisor Group Holdings, Inc.364$145.3K0.00%−614−62.8%Reduced
Fifth Third Bancorp373$148.8K0.00%+2+0.5%Added
Shell Asset Management Co434$150.0K0.01%−43−9.0%Reduced
Vestcor Inc432$172.0K0.01%−940−68.5%Reduced
Metropolitan Life Insurance Co441$176.0K0.01%−63−12.5%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)462$184.4K0.00%00.0%Unchanged
SG Americas Securities, LLC494$197.0K0.00%+494New
Wintrust Investments LLC500$200.0K0.02%+500New
Xponance, Inc.510$203.5K0.00%+510New
O'Shaughnessy Asset Management, LLC523$208.7K0.00%+523New
Creative Planning524$209.1K0.00%+524New
Stratos Wealth Partners, LTD.527$210.3K0.00%−1,078−67.2%Reduced
Coldstream Capital Management Inc541$215.9K0.01%+541New
Armistice Capital, LLC543$216.7K0.01%+543New
Mackenzie Financial Corp548$218.7K0.00%+548New
Seven Eight Capital, LP593$236.6K0.02%−806−57.6%Reduced
Teton Advisors, Inc.600$239.4K0.08%−2,800−82.4%Reduced
Stephens Inc606$241.8K0.00%00.0%Unchanged
Crossmark Global Holdings, Inc.620$247.0K0.00%+620New
Verus Capital Partners, LLC625$249.4K0.03%−50−7.4%Reduced
Lazard Asset Management LLC634$253.0K0.00%−356−36.0%Reduced
Teacher Retirement System of Texas641$256.0K0.00%+641New
The PNC Financial Services Group, Inc.664$265.0K0.00%+9+1.4%Added
Envestnet Portfolio Solutions, Inc.667$266.2K0.00%−58−8.0%Reduced
Aristides Capital LLC679$271.0K0.11%+679New
Jefferies Financial Group Inc.698$278.5K0.01%+698New
D. E. Shaw & Co., Inc.699$278.9K0.00%00.0%Unchanged
Vident Advisory, LLC719$286.9K0.01%−990−57.9%Reduced
Raymond James Financial Services Advisors, Inc.764$304.9K0.00%−14−1.8%Reduced
HighPoint Advisor Group LLC819$305.0K0.02%+11+1.4%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management792$316.1K0.01%+12+1.5%Added
Yorktown Management & Research Co Inc800$319.2K0.30%+800New
Lakewood Asset Management LLC807$322.0K0.22%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.810$323.2K0.18%+6+0.7%Added
Ameritas Investment Partners, Inc.836$333.6K0.01%−70−7.7%Reduced
M&T Bank Corp839$334.8K0.00%−469−35.9%Reduced
Bank of Montreal850$340.2K0.00%−112−11.6%Reduced
Pictet Asset Management Holding SA858$342.4K0.00%00.0%Unchanged
AlphaMark Advisors, LLC878$350.0K0.12%−70−7.4%Reduced
Brevan Howard Capital Management LP909$362.7K0.03%+909New
Two Sigma Securities, LLC913$364.3K0.02%−383−29.6%Reduced
Penserra Capital Management LLC928$370.0K0.00%−2−0.2%Reduced
Capstone Investment Advisors, LLC945$377.1K0.01%−264−21.8%Reduced
Moran Wealth Management, LLC954$380.7K0.01%+61+6.8%Added
Nisa Investment Advisors, LLC958$382.3K0.00%+47+5.2%Added
Stifel Financial Corp981$391.5K0.00%+30+3.2%Added
Guggenheim Capital LLC997$397.9K0.00%+358+56.0%Added
Public Employees Retirement Association of Colorado1,053$420.0K0.00%−173−14.1%Reduced
MML Investors Services, LLC1,069$427.0K0.00%−78−6.8%Reduced
Ophir Asset Management Pty Ltd1,130$450.9K0.08%00.0%Unchanged
State of Wisconsin Investment Board1,145$456.9K0.00%+405+54.7%Added
Amundi1,389$484.6K0.00%+345+33.0%Added
Nebula Research & Development LLC1,239$494.4K0.11%+1,239New
Twinbeech Capital LP1,276$509.2K0.01%+1,276New