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 |
|---|---|---|---|---|---|
| Teton Advisors, Inc. | 600 | $239.4K | 0.08% | −2,800−82.4% | Reduced |
| Seven Eight Capital, LP | 593 | $236.6K | 0.02% | −806−57.6% | Reduced |
| Mackenzie Financial Corp | 548 | $218.7K | 0.00% | +548 | New |
| Armistice Capital, LLC | 543 | $216.7K | 0.01% | +543 | New |
| Coldstream Capital Management Inc | 541 | $215.9K | 0.01% | +541 | New |
| Stratos Wealth Partners, LTD. | 527 | $210.3K | 0.00% | −1,078−67.2% | Reduced |
| Creative Planning | 524 | $209.1K | 0.00% | +524 | New |
| O'Shaughnessy Asset Management, LLC | 523 | $208.7K | 0.00% | +523 | New |
| Xponance, Inc. | 510 | $203.5K | 0.00% | +510 | New |
| Wintrust Investments LLC | 500 | $200.0K | 0.02% | +500 | New |
| SG Americas Securities, LLC | 494 | $197.0K | 0.00% | +494 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 462 | $184.4K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 441 | $176.0K | 0.01% | −63−12.5% | Reduced |
| Vestcor Inc | 432 | $172.0K | 0.01% | −940−68.5% | Reduced |
| Shell Asset Management Co | 434 | $150.0K | 0.01% | −43−9.0% | Reduced |
| Fifth Third Bancorp | 373 | $148.8K | 0.00% | +2+0.5% | Added |
| Advisor Group Holdings, Inc. | 364 | $145.3K | 0.00% | −614−62.8% | Reduced |
| CIBC Private Wealth Group, LLC | 364 | $141.7K | 0.00% | +364 | New |
| Financial Management Professionals, Inc. | 346 | $138.0K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 340 | $135.7K | 0.09% | −103−23.3% | Reduced |
| Simplex Trading, LLC | 298 | $118.0K | 0.00% | −108−26.6% | Reduced |
| Covestor Ltd | 275 | $110.0K | 0.07% | −278−50.3% | Reduced |
| Caitlin John, LLC | 241 | $96.2K | 0.07% | +241 | New |
| GAMMA Investing LLC | 228 | $91.0K | 0.02% | −5−2.1% | Reduced |
| KBC Group NV | 175 | $70.0K | 0.00% | −48−21.5% | Reduced |
| Mather Group, LLC. | 151 | $52.3K | 0.00% | +151 | New |
| Public Employees Retirement System of Ohio | 128 | $51.1K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 112 | $44.7K | 0.00% | +40+55.6% | Added |
| CWM, LLC | 82 | $33.0K | 0.00% | −10−10.9% | Reduced |
| EntryPoint Capital, LLC | 81 | $32.3K | 0.03% | −110−57.6% | Reduced |
| Parallel Advisors, LLC | 64 | $25.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 63 | $25.1K | 0.00% | −17−21.3% | Reduced |
| Principal Securities, Inc. | 42 | $16.8K | 0.00% | −1−2.3% | Reduced |
| Tower Research Capital LLC (TRC) | 32 | $12.8K | 0.00% | −5,631−99.4% | Reduced |
| Front Row Advisors LLC | 31 | $12.4K | 0.00% | +31 | New |
| Tyler-Stone Wealth Management | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $9.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $8.38K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 20 | $7.98K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $4.74K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $4.39K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 9 | $3.59K | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 6 | $2.34K | 0.00% | +1+20.0% | Added |
| JFS Wealth Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $2.00K | 0.00% | −1−16.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $1.60K | 0.00% | +4 | New |
| Massmutual Trust Co FSB | 3 | $1.20K | 0.00% | −4−57.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $799 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $799 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $798 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2 | $798 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $798 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 1 | $402 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $400 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $399 | 0.00% | −66−98.5% | Reduced |
| Versant Capital Management, Inc | 1 | $399 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1 | $399 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $399 | 0.00% | +1 | New |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −7,778−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,276−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,374−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,955−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,543−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,379−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −1,085−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −985−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −589−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Cornerstone Planning Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Live Oak Investment Partners | – | – | – | – | Not filed |