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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 5,693 | $2.27M | 0.00% | +1,123+24.6% | Added |
| Rafferty Asset Management, LLC | 5,189 | $2.07M | 0.01% | −389−7.0% | Reduced |
| Cresset Asset Management, LLC | 5,104 | $2.04M | 0.01% | −882−14.7% | Reduced |
| Anchor Capital Advisors LLC | 4,951 | $1.98M | 0.05% | +32+0.7% | Added |
| State of Alaska, Department of Revenue | 4,730 | $1.89M | 0.02% | −46−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 4,529 | $1.81M | 0.03% | +141+3.2% | Added |
| Manufacturers Life Insurance Company, The | 4,515 | $1.80M | 0.00% | +368+8.9% | Added |
| American International Group, Inc. | 4,492 | $1.79M | 0.01% | −224−4.7% | Reduced |
| Man Group plc | 4,465 | $1.78M | 0.00% | +47+1.1% | Added |
| MetLife Investment Management | 4,287 | $1.71M | 0.01% | −298−6.5% | Reduced |
| Balyasny Asset Management LLC | 4,159 | $1.66M | 0.00% | −3,790−47.7% | Reduced |
| Danske Bank A/S | 4,033 | $1.61M | 0.01% | +4,033 | New |
| Oppenheimer Asset Management Inc. | 4,019 | $1.60M | 0.02% | −850−17.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.60M | 0.20% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,999 | $1.60M | 0.00% | +739+22.7% | Added |
| Citadel Advisors LLC | 3,998 | $1.60M | 0.00% | −1,390−25.8% | Reduced |
| Cascade Investment Advisors, Inc. | 3,961 | $1.58M | 1.03% | −185−4.5% | Reduced |
| Comerica Bank | 3,945 | $1.57M | 0.01% | −352−8.2% | Reduced |
| State of Tennessee, Treasury Department | 3,941 | $1.57M | 0.01% | −175−4.3% | Reduced |
| Louisiana State Employees Retirement System | 3,800 | $1.52M | 0.03% | −100−2.6% | Reduced |
| Voya Investment Management LLC | 3,735 | $1.49M | 0.00% | −397−9.6% | Reduced |
| Keeley-Teton Advisors, LLC | 3,626 | $1.45M | 0.18% | +412+12.8% | Added |
| Yousif Capital Management, LLC | 3,518 | $1.40M | 0.02% | −603−14.6% | Reduced |
| Summit Global Investments | 3,406 | $1.36M | 0.10% | −1,289−27.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,180 | $1.27M | 0.00% | −160−4.8% | Reduced |
| Boston Partners | 4,224 | $1.20M | 0.00% | −787−15.7% | Reduced |
| New York State Teachers Retirement System | 2,686 | $1.07M | 0.00% | −100−3.6% | Reduced |
| Wells Fargo & Company | 2,666 | $1.06M | 0.00% | +148+5.9% | Added |
| Amalgamated Bank | 2,482 | $990.0K | 0.01% | −968−28.1% | Reduced |
| Maryland State Retirement & Pension System | 2,797 | $987.8K | 0.02% | −17−0.6% | Reduced |
| State of Wyoming | 2,242 | $894.7K | 0.15% | −598−21.1% | Reduced |
| Two Sigma Advisers, LP | 2,200 | $877.9K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 2,092 | $834.3K | 0.00% | −142−6.4% | Reduced |
| Oregon Public Employees Retirement Fund | 2,068 | $825.3K | 0.02% | −230−10.0% | Reduced |
| Arizona State Retirement System | 2,064 | $823.7K | 0.01% | −119−5.5% | Reduced |
| Sheets Smith Wealth Management | 2,035 | $812.1K | 0.09% | 00.0% | Unchanged |
| US Bancorp | 1,976 | $788.5K | 0.00% | −372−15.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 1,975 | $788.0K | 0.16% | +1,975 | New |
| Everence Capital Management Inc | 1,950 | $778.0K | 0.05% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 1,923 | $767.4K | 0.13% | +1,923 | New |
| Janney Montgomery Scott LLC | 1,923 | $767.0K | 0.00% | +218+12.8% | Added |
| Pathstone Holdings, LLC | 1,867 | $745.0K | 0.00% | +118+6.7% | Added |
| UniSuper Management Pty Ltd | 1,803 | $719.5K | 0.01% | +1,803 | New |
| SkyView Investment Advisors, LLC | 1,745 | $696.0K | 0.13% | +1,745 | New |
| Legato Capital Management LLC | 1,742 | $695.2K | 0.08% | +862+98.0% | Added |
| West Coast Financial LLC | 1,700 | $678.4K | 0.08% | −74−4.2% | Reduced |
| STRS Ohio | 1,700 | $678.0K | 0.00% | −100−5.6% | Reduced |
| Aviva PLC | 1,685 | $672.4K | 0.00% | −336−16.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,676 | $668.8K | 0.00% | +5+0.3% | Added |
| ProShare Advisors LLC | 1,676 | $668.8K | 0.00% | +54+3.3% | Added |
| State Board of Administration of Florida Retirement System | 1,972 | $626.6K | 0.00% | −530−21.2% | Reduced |
| AQR Capital Management LLC | 1,536 | $613.0K | 0.00% | −816−34.7% | Reduced |
| Empirical Finance, LLC | 1,505 | $600.6K | 0.04% | +12+0.8% | Added |
| Two Sigma Investments, LP | 1,500 | $598.6K | 0.00% | −500−25.0% | Reduced |
| Harbor Capital Advisors, Inc. | 1,492 | $595.0K | 0.08% | +1,492 | New |
| HighTower Advisors, LLC | 1,451 | $579.0K | 0.00% | −38−2.6% | Reduced |
| Regions Financial Corp | 1,430 | $570.7K | 0.00% | −60−4.0% | Reduced |
| Captrust Financial Advisors | 1,428 | $569.9K | 0.00% | +212+17.4% | Added |
| Park Avenue Securities LLC | 1,420 | $567.0K | 0.01% | −13−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 1,396 | $557.1K | 0.01% | +50+3.7% | Added |
| Mutual of America Capital Management LLC | 1,338 | $533.9K | 0.01% | −17−1.3% | Reduced |
| HSBC Holdings PLC | 1,307 | $521.6K | 0.00% | +1,307 | New |
| Neuberger Berman Group LLC | 1,298 | $518.0K | 0.00% | −132−9.2% | Reduced |
| Twinbeech Capital LP | 1,276 | $509.2K | 0.01% | +1,276 | New |
| Nebula Research & Development LLC | 1,239 | $494.4K | 0.11% | +1,239 | New |
| Amundi | 1,389 | $484.6K | 0.00% | +345+33.0% | Added |
| State of Wisconsin Investment Board | 1,145 | $456.9K | 0.00% | +405+54.7% | Added |
| Ophir Asset Management Pty Ltd | 1,130 | $450.9K | 0.08% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,069 | $427.0K | 0.00% | −78−6.8% | Reduced |
| Public Employees Retirement Association of Colorado | 1,053 | $420.0K | 0.00% | −173−14.1% | Reduced |
| Guggenheim Capital LLC | 997 | $397.9K | 0.00% | +358+56.0% | Added |
| Stifel Financial Corp | 981 | $391.5K | 0.00% | +30+3.2% | Added |
| Nisa Investment Advisors, LLC | 958 | $382.3K | 0.00% | +47+5.2% | Added |
| Moran Wealth Management, LLC | 954 | $380.7K | 0.01% | +61+6.8% | Added |
| Capstone Investment Advisors, LLC | 945 | $377.1K | 0.01% | −264−21.8% | Reduced |
| Penserra Capital Management LLC | 928 | $370.0K | 0.00% | −2−0.2% | Reduced |
| Two Sigma Securities, LLC | 913 | $364.3K | 0.02% | −383−29.6% | Reduced |
| Brevan Howard Capital Management LP | 909 | $362.7K | 0.03% | +909 | New |
| AlphaMark Advisors, LLC | 878 | $350.0K | 0.12% | −70−7.4% | Reduced |
| Pictet Asset Management Holding SA | 858 | $342.4K | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 850 | $340.2K | 0.00% | −112−11.6% | Reduced |
| M&T Bank Corp | 839 | $334.8K | 0.00% | −469−35.9% | Reduced |
| Ameritas Investment Partners, Inc. | 836 | $333.6K | 0.01% | −70−7.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 810 | $323.2K | 0.18% | +6+0.7% | Added |
| Lakewood Asset Management LLC | 807 | $322.0K | 0.22% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 800 | $319.2K | 0.30% | +800 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 792 | $316.1K | 0.01% | +12+1.5% | Added |
| HighPoint Advisor Group LLC | 819 | $305.0K | 0.02% | +11+1.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 764 | $304.9K | 0.00% | −14−1.8% | Reduced |
| Vident Advisory, LLC | 719 | $286.9K | 0.01% | −990−57.9% | Reduced |
| D. E. Shaw & Co., Inc. | 699 | $278.9K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 698 | $278.5K | 0.01% | +698 | New |
| Aristides Capital LLC | 679 | $271.0K | 0.11% | +679 | New |
| Envestnet Portfolio Solutions, Inc. | 667 | $266.2K | 0.00% | −58−8.0% | Reduced |
| The PNC Financial Services Group, Inc. | 664 | $265.0K | 0.00% | +9+1.4% | Added |
| Teacher Retirement System of Texas | 641 | $256.0K | 0.00% | +641 | New |
| Lazard Asset Management LLC | 634 | $253.0K | 0.00% | −356−36.0% | Reduced |
| Verus Capital Partners, LLC | 625 | $249.4K | 0.03% | −50−7.4% | Reduced |
| Crossmark Global Holdings, Inc. | 620 | $247.0K | 0.00% | +620 | New |
| Stephens Inc | 606 | $241.8K | 0.00% | 00.0% | Unchanged |