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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ProShare Advisors LLC | 1,278 | $442.4K | 0.00% | −398−23.7% | Reduced |
| AQR Capital Management LLC | 1,318 | $456.3K | 0.00% | −218−14.2% | Reduced |
| Gotham Asset Management, LLC | 1,351 | $467.7K | 0.01% | +1,351 | New |
| Park Avenue Securities LLC | 1,381 | $478.0K | 0.01% | −39−2.7% | Reduced |
| Regions Financial Corp | 1,413 | $489.1K | 0.00% | −17−1.2% | Reduced |
| Captrust Financial Advisors | 1,427 | $494.0K | 0.00% | −1−0.1% | Reduced |
| HighTower Advisors, LLC | 1,445 | $497.0K | 0.00% | −6−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,502 | $519.9K | 0.00% | +738+96.6% | Added |
| Neuberger Berman Group LLC | 1,519 | $525.8K | 0.00% | +221+17.0% | Added |
| Pathstone Holdings, LLC | 1,575 | $545.2K | 0.00% | −292−15.6% | Reduced |
| HSBC Holdings PLC | 1,578 | $546.0K | 0.00% | +271+20.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,673 | $579.1K | 0.00% | −3−0.2% | Reduced |
| West Coast Financial LLC | 1,680 | $581.6K | 0.07% | −20−1.2% | Reduced |
| Aristides Capital LLC | 1,699 | $588.1K | 0.25% | +1,020+150.2% | Added |
| Squarepoint Ops LLC | 1,716 | $594.0K | 0.00% | +1,716 | New |
| Aviva PLC | 1,732 | $599.6K | 0.00% | +47+2.8% | Added |
| Legato Capital Management LLC | 1,742 | $603.0K | 0.08% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1,760 | $609.0K | 0.11% | +15+0.9% | Added |
| Gsa Capital Partners LLP | 1,788 | $619.0K | 0.04% | +1,788 | New |
| Seven Eight Capital, LP | 1,833 | $634.5K | 0.07% | +1,240+209.1% | Added |
| Capstone Investment Advisors, LLC | 1,865 | $645.6K | 0.01% | +920+97.4% | Added |
| Oregon Public Employees Retirement Fund | 1,888 | $653.6K | 0.01% | −180−8.7% | Reduced |
| UniSuper Management Pty Ltd | 1,903 | $658.8K | 0.01% | +100+5.5% | Added |
| US Bancorp | 1,978 | $684.7K | 0.00% | +2+0.1% | Added |
| Marshall Wace, LLP | 1,999 | $692.0K | 0.00% | +1,999 | New |
| Sheets Smith Wealth Management | 2,035 | $704.5K | 0.08% | 00.0% | Unchanged |
| Mariner, LLC | 2,048 | $709.1K | 0.00% | −44−2.1% | Reduced |
| Everence Capital Management Inc | 1,950 | $710.0K | 0.05% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,103 | $728.0K | 0.00% | +39+1.9% | Added |
| Two Sigma Advisers, LP | 2,200 | $761.6K | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,215 | $766.8K | 0.01% | +819+58.7% | Added |
| Nomura Holdings Inc | 2,303 | $797.2K | 0.01% | +2,303 | New |
| Amalgamated Bank | 2,399 | $830.0K | 0.01% | −83−3.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,535 | $878.0K | 0.18% | +560+28.4% | Added |
| Weiss Asset Management LP | 2,556 | $884.8K | 0.04% | +2,556 | New |
| Tudor Investment Corp Et Al | 2,619 | $906.6K | 0.01% | +2,619 | New |
| New York State Teachers Retirement System | 2,686 | $930.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,689 | $930.9K | 0.13% | +2,689 | New |
| Maryland State Retirement & Pension System | 2,707 | $937.1K | 0.02% | −90−3.2% | Reduced |
| Wells Fargo & Company | 2,857 | $989.0K | 0.00% | +191+7.2% | Added |
| STRS Ohio | 2,900 | $1.00M | 0.00% | +1,200+70.6% | Added |
| State of Wyoming | 2,907 | $1.01M | 0.17% | +665+29.7% | Added |
| Yousif Capital Management, LLC | 3,128 | $1.08M | 0.01% | −390−11.1% | Reduced |
| Ensign Peak Advisors, Inc | 3,180 | $1.10M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 3,903 | $1.15M | 0.00% | −321−7.6% | Reduced |
| Vident Advisory, LLC | 3,478 | $1.20M | 0.03% | +2,759+383.7% | Added |
| PDT Partners, LLC | 3,494 | $1.21M | 0.11% | −3,083−46.9% | Reduced |
| Keeley-Teton Advisors, LLC | 3,549 | $1.23M | 0.16% | −77−2.1% | Reduced |
| Assenagon Asset Management S.A. | 3,557 | $1.23M | 0.00% | −20,037−84.9% | Reduced |
| Comerica Bank | 3,560 | $1.23M | 0.01% | −385−9.8% | Reduced |
| State of Tennessee, Treasury Department | 3,821 | $1.32M | 0.00% | −120−3.0% | Reduced |
| Cascade Investment Advisors, Inc. | 3,893 | $1.35M | 0.91% | −68−1.7% | Reduced |
| Louisiana State Employees Retirement System | 3,900 | $1.35M | 0.03% | +100+2.6% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.38M | 0.17% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,203 | $1.45M | 0.00% | +204+5.1% | Added |
| Illinois Municipal Retirement Fund | 4,245 | $1.47M | 0.02% | −284−6.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,310 | $1.49M | 0.00% | +4,310 | New |
| State of Alaska, Department of Revenue | 4,557 | $1.58M | 0.02% | −173−3.7% | Reduced |
| Balyasny Asset Management LLC | 4,564 | $1.58M | 0.00% | +405+9.7% | Added |
| Manufacturers Life Insurance Company, The | 4,602 | $1.59M | 0.00% | +87+1.9% | Added |
| Man Group plc | 4,605 | $1.59M | 0.00% | +140+3.1% | Added |
| Voya Investment Management LLC | 4,830 | $1.67M | 0.00% | +1,095+29.3% | Added |
| Oppenheimer Asset Management Inc. | 4,832 | $1.67M | 0.02% | +813+20.2% | Added |
| Corebridge Financial, Inc. | 4,833 | $1.67M | 0.01% | +4,833 | New |
| MetLife Investment Management | 4,834 | $1.67M | 0.01% | +547+12.8% | Added |
| Renaissance Technologies LLC | 4,846 | $1.68M | 0.00% | −1,300−21.2% | Reduced |
| Anchor Capital Advisors LLC | 5,182 | $1.79M | 0.05% | +231+4.7% | Added |
| Rafferty Asset Management, LLC | 5,204 | $1.80M | 0.01% | +15+0.3% | Added |
| Cresset Asset Management, LLC | 5,332 | $1.85M | 0.01% | +228+4.5% | Added |
| State of New Jersey Common Pension Fund D | 5,440 | $1.88M | 0.01% | −2,174−28.6% | Reduced |
| Canada Pension Plan Investment Board | 5,500 | $1.90M | 0.00% | −2,600−32.1% | Reduced |
| Bridgewater Associates, LP | 5,631 | $1.95M | 0.01% | +5,631 | New |
| New York State Common Retirement Fund | 5,691 | $1.97M | 0.00% | −20.0% | Reduced |
| First Trust Advisors LP | 5,696 | $1.97M | 0.00% | −5,370−48.5% | Reduced |
| Brinker Capital Investments, LLC | 5,750 | $1.99M | 0.02% | −518−8.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,750 | $1.99M | 0.02% | −518−8.3% | Reduced |
| State of Wisconsin Investment Board | 5,853 | $2.03M | 0.01% | +4,708+411.2% | Added |
| TD Asset Management Inc | 6,100 | $2.11M | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 6,127 | $2.12M | 0.01% | −2,619−29.9% | Reduced |
| BNP Paribas Arbitrage, SA | 6,223 | $2.15M | 0.00% | −4,132−39.9% | Reduced |
| ExodusPoint Capital Management, LP | 6,334 | $2.19M | 0.02% | +6,334 | New |
| Barclays PLC | 6,578 | $2.28M | 0.00% | −7,857−54.4% | Reduced |
| Janus Henderson Group PLC | 7,065 | $2.44M | 0.00% | +763+12.1% | Added |
| Teachers Retirement System of the State of Kentucky | 7,091 | $2.45M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 7,393 | $2.56M | 0.00% | −205−2.7% | Reduced |
| Marks Group Wealth Management, Inc | 8,031 | $2.78M | 0.29% | +115+1.5% | Added |
| Prelude Capital Management, LLC | 8,197 | $2.84M | 0.24% | +103+1.3% | Added |
| Victory Capital Management Inc | 8,323 | $2.88M | 0.00% | +630+8.2% | Added |
| Great West Life Assurance Co | 8,523 | $2.94M | 0.01% | +1,748+25.8% | Added |
| Millennium Management LLC | 8,874 | $3.07M | 0.00% | −4,595−34.1% | Reduced |
| Harbor Capital Advisors, Inc. | 9,068 | $3.14M | 0.24% | +7,576+507.8% | Added |
| Royal Bank of Canada | 9,068 | $3.14M | 0.00% | −18−0.2% | Reduced |
| Russell Investments Group, Ltd. | 9,106 | $3.15M | 0.01% | +48+0.5% | Added |
| Prudential Financial Inc | 9,239 | $3.20M | 0.00% | −369−3.8% | Reduced |
| Thrivent Financial for Lutherans | 9,456 | $3.27M | 0.01% | +2,558+37.1% | Added |
| Alliancebernstein L.P. | 9,575 | $3.31M | 0.00% | −650−6.4% | Reduced |
| Watchman Group, Inc. | 9,785 | $3.39M | 1.08% | +72+0.7% | Added |
| Citigroup Inc | 10,025 | $3.47M | 0.00% | +592+6.3% | Added |
| Confluence Investment Management LLC | 10,234 | $3.54M | 0.05% | −1,492−12.7% | Reduced |
| Natixis Advisors, L.P. | 10,514 | $3.64M | 0.01% | +10,514 | New |