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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, Q2 2024

Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
272
+11 vs. Q1 2024
Shares held
7.84M
−232.6K (−2.9%) vs. Q1 2024
Total value
$2.71B
−$506.5M (−15.7%) vs. Q1 2024
New holders
40
92 more added
Sold out
29
98 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 272 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 heldQ2 2024: $2.71B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2024.

Institutions holding CVCO in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.65$580.04%+64+6,400.0%Added
Huntington National Bank1$3460.00%+1New
Abound Wealth Management1$3470.00%00.0%Unchanged
Global Retirement Partners, LLC2$6920.00%00.0%Unchanged
Rothschild Investment LLC2$6920.00%+1+100.0%Added
Steward Partners Investment Advisory, LLC2$6920.00%+2New
Parkside Financial Bank & Trust2$6930.00%00.0%Unchanged
SJS Investment Consulting Inc.2$6930.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2$6930.00%+2New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB3$1.04K0.00%00.0%Unchanged
Innealta Capital, LLC3$1.04K0.00%+3New
Blue Bell Private Wealth Management, LLC4$1.39K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$1.46K0.00%+4New
JFS Wealth Advisors, LLC5$1.73K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$1.73K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$1.73K0.00%00.0%Unchanged
Versant Capital Management, Inc5$1.73K0.00%+4+400.0%Added
Signaturefd, LLC5$1.73K0.00%+5New
Johnson Financial Group, Inc.5$1.73K0.00%+5New
Umb Bank N A6$2.08K0.00%+2+50.0%Added
Danske Bank A/S8$2.77K0.00%−4,025−99.8%Reduced
McIlrath & Eck, LLC9$3.12K0.00%00.0%Unchanged
Lindbrook Capital, LLC10$3.46K0.00%+9+900.0%Added
Private Wealth Management Group, LLC11$3.81K0.00%00.0%Unchanged
Quarry LP11$3.81K0.00%+11New
Cohen & Steers, Inc.10$4.00K0.00%+10New
Northwestern Mutual Wealth Management Co14$4.85K0.00%+9+180.0%Added
EverSource Wealth Advisors, LLC13$5.39K0.00%00.0%Unchanged
Security National Bank20$6.92K0.00%00.0%Unchanged
Farther Finance Advisors, LLC21$7.09K0.00%+15+250.0%Added
Smartleaf Asset Management LLC21$7.23K0.00%+21New
Private Trust Co NA21$7.27K0.00%00.0%Unchanged
Hollencrest Capital Management25$8.65K0.00%00.0%Unchanged
Front Row Advisors LLC28$9.69K0.00%−3−9.7%Reduced
SRS Capital Advisors, Inc.33$11.4K0.00%+33New
GWM Advisors LLC35$12.1K0.00%−28−44.4%Reduced
Principal Securities, Inc.42$14.5K0.00%00.0%Unchanged
CWM, LLC53$18.0K0.00%−29−35.4%Reduced
Live Oak Investment Partners–$20.1K0.02%–New
Parallel Advisors, LLC67$23.2K0.00%+3+4.7%Added
Simplex Trading, LLC73$25.0K0.00%−225−75.5%Reduced
Quadrant Capital Group LLC100$34.6K0.00%−12−10.7%Reduced
Ronald Blue Trust, Inc.100$39.9K0.00%+99+9,900.0%Added
Public Employees Retirement System of Ohio135$46.7K0.00%+7+5.5%Added
Advisor Group Holdings, Inc.167$57.5K0.00%−197−54.1%Reduced
Mather Group, LLC.151$60.3K0.00%00.0%Unchanged
GAMMA Investing LLC212$73.4K0.01%−16−7.0%Reduced
Caitlin John, LLC221$76.5K0.06%−20−8.3%Reduced
Covestor Ltd240$83.0K0.05%−35−12.7%Reduced
KBC Group NV244$84.0K0.00%+69+39.4%Added
Trivant Custom Portfolio Group, LLC315$109.0K0.07%−25−7.4%Reduced
Aquatic Capital Management LLC320$110.8K0.00%+320New
Financial Management Professionals, Inc.346$120.0K0.02%00.0%Unchanged
CIBC Private Wealth Group, LLC372$128.1K0.00%+8+2.2%Added
Fifth Third Bancorp376$130.2K0.00%+3+0.8%Added
nVerses Capital, LLC400$138.5K0.08%+400New
Vestcor Inc432$150.0K0.01%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)462$159.9K0.00%00.0%Unchanged
SG Americas Securities, LLC489$169.0K0.00%−5−1.0%Reduced
TradeLink Capital LLC583$202.0K0.58%+583New
Kingswood Wealth Advisors, LLC600$207.7K0.02%+600New
Stephens Inc606$209.8K0.00%00.0%Unchanged
Verus Capital Partners, LLC625$216.4K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.626$216.7K0.00%−38−5.7%Reduced
M&T Bank Corp645$223.3K0.00%−194−23.1%Reduced
Envestnet Portfolio Solutions, Inc.646$223.6K0.00%−21−3.1%Reduced
D. E. Shaw & Co., Inc.699$242.0K0.00%00.0%Unchanged
Avantax Advisory Services, Inc.710$245.9K0.00%+710New
FORA Capital, LLC737$255.1K0.03%+737New
Algert Global LLC757$262.1K0.01%+757New
Intech Investment Management LLC770$266.6K0.00%+770New
Inceptionr LLC789$273.1K0.08%+789New
Yorktown Management & Research Co Inc800$276.9K0.30%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.810$280.4K0.15%00.0%Unchanged
Lakewood Asset Management LLC831$287.7K0.20%+24+3.0%Added
Ameritas Investment Partners, Inc.836$289.4K0.01%00.0%Unchanged
Pictet Asset Management Holding SA858$297.0K0.00%00.0%Unchanged
Penserra Capital Management LLC897$311.0K0.00%−31−3.3%Reduced
Bank of Montreal877$315.4K0.00%+27+3.2%Added
Lazard Asset Management LLC916$317.0K0.00%+282+44.5%Added
Engineers Gate Manager LP926$320.6K0.01%+926New
Nisa Investment Advisors, LLC975$337.5K0.00%+17+1.8%Added
Atria Investments LLC997$345.1K0.00%+997New
HighPoint Advisor Group LLC832$349.0K0.02%+13+1.6%Added
Public Employees Retirement Association of Colorado1,010$350.0K0.00%−43−4.1%Reduced
Kovitz Investment Group Partners, LLC1,020$353.1K0.00%+1,020New
Moran Wealth Management, LLC1,025$354.8K0.01%+71+7.4%Added
Stifel Financial Corp1,029$356.2K0.00%+48+4.9%Added
MML Investors Services, LLC1,033$358.0K0.00%−36−3.4%Reduced
Brevan Howard Capital Management LP1,069$370.1K0.02%+160+17.6%Added
Ophir Asset Management Pty Ltd1,130$391.2K0.07%00.0%Unchanged
Nebula Research & Development LLC1,136$393.2K0.06%−103−8.3%Reduced
Creative Planning1,136$393.3K0.00%+612+116.8%Added
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,142$395.3K0.01%+350+44.2%Added
Amundi1,172$398.0K0.00%−217−15.6%Reduced
XTX Topco Ltd1,187$410.9K0.04%+1,187New
Tower Research Capital LLC (TRC)1,199$415.1K0.01%+1,167+3,646.9%Added
Teacher Retirement System of Texas1,212$420.0K0.00%+571+89.1%Added
Mutual of America Capital Management LLC1,276$441.7K0.00%−62−4.6%Reduced