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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 1,298 | $518.0K | 0.00% | −132−9.2% | Reduced |
| HSBC Holdings PLC | 1,307 | $521.6K | 0.00% | +1,307 | New |
| Mutual of America Capital Management LLC | 1,338 | $533.9K | 0.01% | −17−1.3% | Reduced |
| Resources Investment Advisors, LLC. | 1,396 | $557.1K | 0.01% | +50+3.7% | Added |
| Park Avenue Securities LLC | 1,420 | $567.0K | 0.01% | −13−0.9% | Reduced |
| Captrust Financial Advisors | 1,428 | $569.9K | 0.00% | +212+17.4% | Added |
| Regions Financial Corp | 1,430 | $570.7K | 0.00% | −60−4.0% | Reduced |
| HighTower Advisors, LLC | 1,451 | $579.0K | 0.00% | −38−2.6% | Reduced |
| Harbor Capital Advisors, Inc. | 1,492 | $595.0K | 0.08% | +1,492 | New |
| Two Sigma Investments, LP | 1,500 | $598.6K | 0.00% | −500−25.0% | Reduced |
| Empirical Finance, LLC | 1,505 | $600.6K | 0.04% | +12+0.8% | Added |
| AQR Capital Management LLC | 1,536 | $613.0K | 0.00% | −816−34.7% | Reduced |
| State Board of Administration of Florida Retirement System | 1,972 | $626.6K | 0.00% | −530−21.2% | Reduced |
| ProShare Advisors LLC | 1,676 | $668.8K | 0.00% | +54+3.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,676 | $668.8K | 0.00% | +5+0.3% | Added |
| Aviva PLC | 1,685 | $672.4K | 0.00% | −336−16.6% | Reduced |
| STRS Ohio | 1,700 | $678.0K | 0.00% | −100−5.6% | Reduced |
| West Coast Financial LLC | 1,700 | $678.4K | 0.08% | −74−4.2% | Reduced |
| Legato Capital Management LLC | 1,742 | $695.2K | 0.08% | +862+98.0% | Added |
| SkyView Investment Advisors, LLC | 1,745 | $696.0K | 0.13% | +1,745 | New |
| UniSuper Management Pty Ltd | 1,803 | $719.5K | 0.01% | +1,803 | New |
| Pathstone Holdings, LLC | 1,867 | $745.0K | 0.00% | +118+6.7% | Added |
| Janney Montgomery Scott LLC | 1,923 | $767.0K | 0.00% | +218+12.8% | Added |
| Dark Forest Capital Management LP | 1,923 | $767.4K | 0.13% | +1,923 | New |
| Everence Capital Management Inc | 1,950 | $778.0K | 0.05% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 1,975 | $788.0K | 0.16% | +1,975 | New |
| US Bancorp | 1,976 | $788.5K | 0.00% | −372−15.8% | Reduced |
| Sheets Smith Wealth Management | 2,035 | $812.1K | 0.09% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,064 | $823.7K | 0.01% | −119−5.5% | Reduced |
| Oregon Public Employees Retirement Fund | 2,068 | $825.3K | 0.02% | −230−10.0% | Reduced |
| Mariner, LLC | 2,092 | $834.3K | 0.00% | −142−6.4% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $877.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,242 | $894.7K | 0.15% | −598−21.1% | Reduced |
| Maryland State Retirement & Pension System | 2,797 | $987.8K | 0.02% | −17−0.6% | Reduced |
| Amalgamated Bank | 2,482 | $990.0K | 0.01% | −968−28.1% | Reduced |
| Wells Fargo & Company | 2,666 | $1.06M | 0.00% | +148+5.9% | Added |
| New York State Teachers Retirement System | 2,686 | $1.07M | 0.00% | −100−3.6% | Reduced |
| Boston Partners | 4,224 | $1.20M | 0.00% | −787−15.7% | Reduced |
| Ensign Peak Advisors, Inc | 3,180 | $1.27M | 0.00% | −160−4.8% | Reduced |
| Summit Global Investments | 3,406 | $1.36M | 0.10% | −1,289−27.5% | Reduced |
| Yousif Capital Management, LLC | 3,518 | $1.40M | 0.02% | −603−14.6% | Reduced |
| Keeley-Teton Advisors, LLC | 3,626 | $1.45M | 0.18% | +412+12.8% | Added |
| Voya Investment Management LLC | 3,735 | $1.49M | 0.00% | −397−9.6% | Reduced |
| Louisiana State Employees Retirement System | 3,800 | $1.52M | 0.03% | −100−2.6% | Reduced |
| State of Tennessee, Treasury Department | 3,941 | $1.57M | 0.01% | −175−4.3% | Reduced |
| Comerica Bank | 3,945 | $1.57M | 0.01% | −352−8.2% | Reduced |
| Cascade Investment Advisors, Inc. | 3,961 | $1.58M | 1.03% | −185−4.5% | Reduced |
| Citadel Advisors LLC | 3,998 | $1.60M | 0.00% | −1,390−25.8% | Reduced |
| Susquehanna International Group, LLP | 3,999 | $1.60M | 0.00% | +739+22.7% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.60M | 0.20% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,019 | $1.60M | 0.02% | −850−17.5% | Reduced |
| Danske Bank A/S | 4,033 | $1.61M | 0.01% | +4,033 | New |
| Balyasny Asset Management LLC | 4,159 | $1.66M | 0.00% | −3,790−47.7% | Reduced |
| MetLife Investment Management | 4,287 | $1.71M | 0.01% | −298−6.5% | Reduced |
| Man Group plc | 4,465 | $1.78M | 0.00% | +47+1.1% | Added |
| American International Group, Inc. | 4,492 | $1.79M | 0.01% | −224−4.7% | Reduced |
| Manufacturers Life Insurance Company, The | 4,515 | $1.80M | 0.00% | +368+8.9% | Added |
| Illinois Municipal Retirement Fund | 4,529 | $1.81M | 0.03% | +141+3.2% | Added |
| State of Alaska, Department of Revenue | 4,730 | $1.89M | 0.02% | −46−1.0% | Reduced |
| Anchor Capital Advisors LLC | 4,951 | $1.98M | 0.05% | +32+0.7% | Added |
| Cresset Asset Management, LLC | 5,104 | $2.04M | 0.01% | −882−14.7% | Reduced |
| Rafferty Asset Management, LLC | 5,189 | $2.07M | 0.01% | −389−7.0% | Reduced |
| New York State Common Retirement Fund | 5,693 | $2.27M | 0.00% | +1,123+24.6% | Added |
| TD Asset Management Inc | 6,100 | $2.43M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 6,146 | $2.45M | 0.00% | −1,300−17.5% | Reduced |
| Brinker Capital Investments, LLC | 6,268 | $2.50M | 0.03% | −385−5.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,268 | $2.50M | 0.03% | −385−5.8% | Reduced |
| Janus Henderson Group PLC | 6,302 | $2.51M | 0.00% | +190+3.1% | Added |
| PDT Partners, LLC | 6,577 | $2.62M | 0.25% | +2,750+71.9% | Added |
| UBS Asset Management Americas Inc | 6,610 | $2.64M | 0.00% | −23−0.3% | Reduced |
| Great West Life Assurance Co | 6,775 | $2.70M | 0.01% | +437+6.9% | Added |
| Texas Permanent School Fund | 6,794 | $2.71M | 0.02% | +106+1.6% | Added |
| Thrivent Financial for Lutherans | 6,898 | $2.75M | 0.01% | −10.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,091 | $2.83M | 0.03% | +4,333+157.1% | Added |
| Qube Research & Technologies Ltd | 7,521 | $3.00M | 0.01% | +1,174+18.5% | Added |
| California State Teachers Retirement System | 7,598 | $3.03M | 0.00% | −800−9.5% | Reduced |
| State of New Jersey Common Pension Fund D | 7,614 | $3.04M | 0.01% | −1,021−11.8% | Reduced |
| Victory Capital Management Inc | 7,693 | $3.07M | 0.00% | −403−5.0% | Reduced |
| Marks Group Wealth Management, Inc | 7,916 | $3.16M | 0.33% | +136+1.7% | Added |
| Prelude Capital Management, LLC | 8,094 | $3.23M | 0.22% | +803+11.0% | Added |
| Canada Pension Plan Investment Board | 8,100 | $3.23M | 0.00% | +8,100 | New |
| Holocene Advisors, LP | 8,746 | $3.49M | 0.01% | +2,371+37.2% | Added |
| Jane Street Group, LLC | 8,785 | $3.51M | 0.00% | +4,865+124.1% | Added |
| Russell Investments Group, Ltd. | 9,058 | $3.61M | 0.01% | +224+2.5% | Added |
| Royal Bank of Canada | 9,086 | $3.63M | 0.00% | −1,716−15.9% | Reduced |
| Citigroup Inc | 9,433 | $3.76M | 0.00% | +1,081+12.9% | Added |
| Prudential Financial Inc | 9,608 | $3.83M | 0.01% | −310−3.1% | Reduced |
| Watchman Group, Inc. | 9,713 | $3.88M | 1.17% | +63+0.7% | Added |
| Alliancebernstein L.P. | 10,225 | $4.08M | 0.00% | −592−5.5% | Reduced |
| BNP Paribas Arbitrage, SA | 10,355 | $4.13M | 0.01% | +1,164+12.7% | Added |
| Ancora Advisors, LLC | 11,012 | $4.39M | 0.10% | −82−0.7% | Reduced |
| EAM Investors, LLC | 11,050 | $4.41M | 0.70% | +167+1.5% | Added |
| First Trust Advisors LP | 11,066 | $4.42M | 0.00% | +3,789+52.1% | Added |
| Franklin Resources Inc | 11,450 | $4.57M | 0.00% | +9,308+434.5% | Added |
| Deutsche Bank AG | 11,480 | $4.58M | 0.00% | +4,963+76.2% | Added |
| Credit Suisse AG | 11,545 | $4.61M | 0.00% | +999+9.5% | Added |
| Confluence Investment Management LLC | 11,726 | $4.68M | 0.06% | −1,736−12.9% | Reduced |
| First Eagle Investment Management, LLC | 12,328 | $4.92M | 0.01% | +2,760+28.8% | Added |
| Quantedge Capital Pte Ltd | 12,400 | $4.95M | 2.08% | +12,400 | New |
| Raymond James & Associates | 12,635 | $5.04M | 0.00% | −982−7.2% | Reduced |