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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 5,631 | $1.95M | 0.01% | +5,631 | New |
| Canada Pension Plan Investment Board | 5,500 | $1.90M | 0.00% | −2,600−32.1% | Reduced |
| State of New Jersey Common Pension Fund D | 5,440 | $1.88M | 0.01% | −2,174−28.6% | Reduced |
| Cresset Asset Management, LLC | 5,332 | $1.85M | 0.01% | +228+4.5% | Added |
| Rafferty Asset Management, LLC | 5,204 | $1.80M | 0.01% | +15+0.3% | Added |
| Anchor Capital Advisors LLC | 5,182 | $1.79M | 0.05% | +231+4.7% | Added |
| Renaissance Technologies LLC | 4,846 | $1.68M | 0.00% | −1,300−21.2% | Reduced |
| MetLife Investment Management | 4,834 | $1.67M | 0.01% | +547+12.8% | Added |
| Corebridge Financial, Inc. | 4,833 | $1.67M | 0.01% | +4,833 | New |
| Oppenheimer Asset Management Inc. | 4,832 | $1.67M | 0.02% | +813+20.2% | Added |
| Voya Investment Management LLC | 4,830 | $1.67M | 0.00% | +1,095+29.3% | Added |
| Man Group plc | 4,605 | $1.59M | 0.00% | +140+3.1% | Added |
| Manufacturers Life Insurance Company, The | 4,602 | $1.59M | 0.00% | +87+1.9% | Added |
| Balyasny Asset Management LLC | 4,564 | $1.58M | 0.00% | +405+9.7% | Added |
| State of Alaska, Department of Revenue | 4,557 | $1.58M | 0.02% | −173−3.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,310 | $1.49M | 0.00% | +4,310 | New |
| Illinois Municipal Retirement Fund | 4,245 | $1.47M | 0.02% | −284−6.3% | Reduced |
| Susquehanna International Group, LLP | 4,203 | $1.45M | 0.00% | +204+5.1% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.38M | 0.17% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 3,900 | $1.35M | 0.03% | +100+2.6% | Added |
| Cascade Investment Advisors, Inc. | 3,893 | $1.35M | 0.91% | −68−1.7% | Reduced |
| State of Tennessee, Treasury Department | 3,821 | $1.32M | 0.00% | −120−3.0% | Reduced |
| Comerica Bank | 3,560 | $1.23M | 0.01% | −385−9.8% | Reduced |
| Assenagon Asset Management S.A. | 3,557 | $1.23M | 0.00% | −20,037−84.9% | Reduced |
| Keeley-Teton Advisors, LLC | 3,549 | $1.23M | 0.16% | −77−2.1% | Reduced |
| PDT Partners, LLC | 3,494 | $1.21M | 0.11% | −3,083−46.9% | Reduced |
| Vident Advisory, LLC | 3,478 | $1.20M | 0.03% | +2,759+383.7% | Added |
| Boston Partners | 3,903 | $1.15M | 0.00% | −321−7.6% | Reduced |
| Ensign Peak Advisors, Inc | 3,180 | $1.10M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3,128 | $1.08M | 0.01% | −390−11.1% | Reduced |
| State of Wyoming | 2,907 | $1.01M | 0.17% | +665+29.7% | Added |
| STRS Ohio | 2,900 | $1.00M | 0.00% | +1,200+70.6% | Added |
| Wells Fargo & Company | 2,857 | $989.0K | 0.00% | +191+7.2% | Added |
| Maryland State Retirement & Pension System | 2,707 | $937.1K | 0.02% | −90−3.2% | Reduced |
| Quest Partners LLC | 2,689 | $930.9K | 0.13% | +2,689 | New |
| New York State Teachers Retirement System | 2,686 | $930.0K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,619 | $906.6K | 0.01% | +2,619 | New |
| Weiss Asset Management LP | 2,556 | $884.8K | 0.04% | +2,556 | New |
| Hunter Perkins Capital Management, LLC | 2,535 | $878.0K | 0.18% | +560+28.4% | Added |
| Amalgamated Bank | 2,399 | $830.0K | 0.01% | −83−3.3% | Reduced |
| Nomura Holdings Inc | 2,303 | $797.2K | 0.01% | +2,303 | New |
| Resources Investment Advisors, LLC. | 2,215 | $766.8K | 0.01% | +819+58.7% | Added |
| Two Sigma Advisers, LP | 2,200 | $761.6K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,103 | $728.0K | 0.00% | +39+1.9% | Added |
| Everence Capital Management Inc | 1,950 | $710.0K | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 2,048 | $709.1K | 0.00% | −44−2.1% | Reduced |
| Sheets Smith Wealth Management | 2,035 | $704.5K | 0.08% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,999 | $692.0K | 0.00% | +1,999 | New |
| US Bancorp | 1,978 | $684.7K | 0.00% | +2+0.1% | Added |
| UniSuper Management Pty Ltd | 1,903 | $658.8K | 0.01% | +100+5.5% | Added |
| Oregon Public Employees Retirement Fund | 1,888 | $653.6K | 0.01% | −180−8.7% | Reduced |
| Capstone Investment Advisors, LLC | 1,865 | $645.6K | 0.01% | +920+97.4% | Added |
| Seven Eight Capital, LP | 1,833 | $634.5K | 0.07% | +1,240+209.1% | Added |
| Gsa Capital Partners LLP | 1,788 | $619.0K | 0.04% | +1,788 | New |
| SkyView Investment Advisors, LLC | 1,760 | $609.0K | 0.11% | +15+0.9% | Added |
| Legato Capital Management LLC | 1,742 | $603.0K | 0.08% | 00.0% | Unchanged |
| Aviva PLC | 1,732 | $599.6K | 0.00% | +47+2.8% | Added |
| Squarepoint Ops LLC | 1,716 | $594.0K | 0.00% | +1,716 | New |
| Aristides Capital LLC | 1,699 | $588.1K | 0.25% | +1,020+150.2% | Added |
| West Coast Financial LLC | 1,680 | $581.6K | 0.07% | −20−1.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,673 | $579.1K | 0.00% | −3−0.2% | Reduced |
| HSBC Holdings PLC | 1,578 | $546.0K | 0.00% | +271+20.7% | Added |
| Pathstone Holdings, LLC | 1,575 | $545.2K | 0.00% | −292−15.6% | Reduced |
| Neuberger Berman Group LLC | 1,519 | $525.8K | 0.00% | +221+17.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,502 | $519.9K | 0.00% | +738+96.6% | Added |
| HighTower Advisors, LLC | 1,445 | $497.0K | 0.00% | −6−0.4% | Reduced |
| Captrust Financial Advisors | 1,427 | $494.0K | 0.00% | −1−0.1% | Reduced |
| Regions Financial Corp | 1,413 | $489.1K | 0.00% | −17−1.2% | Reduced |
| Park Avenue Securities LLC | 1,381 | $478.0K | 0.01% | −39−2.7% | Reduced |
| Gotham Asset Management, LLC | 1,351 | $467.7K | 0.01% | +1,351 | New |
| AQR Capital Management LLC | 1,318 | $456.3K | 0.00% | −218−14.2% | Reduced |
| ProShare Advisors LLC | 1,278 | $442.4K | 0.00% | −398−23.7% | Reduced |
| Mutual of America Capital Management LLC | 1,276 | $441.7K | 0.00% | −62−4.6% | Reduced |
| Teacher Retirement System of Texas | 1,212 | $420.0K | 0.00% | +571+89.1% | Added |
| Tower Research Capital LLC (TRC) | 1,199 | $415.1K | 0.01% | +1,167+3,646.9% | Added |
| XTX Topco Ltd | 1,187 | $410.9K | 0.04% | +1,187 | New |
| Amundi | 1,172 | $398.0K | 0.00% | −217−15.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,142 | $395.3K | 0.01% | +350+44.2% | Added |
| Creative Planning | 1,136 | $393.3K | 0.00% | +612+116.8% | Added |
| Nebula Research & Development LLC | 1,136 | $393.2K | 0.06% | −103−8.3% | Reduced |
| Ophir Asset Management Pty Ltd | 1,130 | $391.2K | 0.07% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 1,069 | $370.1K | 0.02% | +160+17.6% | Added |
| MML Investors Services, LLC | 1,033 | $358.0K | 0.00% | −36−3.4% | Reduced |
| Stifel Financial Corp | 1,029 | $356.2K | 0.00% | +48+4.9% | Added |
| Moran Wealth Management, LLC | 1,025 | $354.8K | 0.01% | +71+7.4% | Added |
| Kovitz Investment Group Partners, LLC | 1,020 | $353.1K | 0.00% | +1,020 | New |
| Public Employees Retirement Association of Colorado | 1,010 | $350.0K | 0.00% | −43−4.1% | Reduced |
| HighPoint Advisor Group LLC | 832 | $349.0K | 0.02% | +13+1.6% | Added |
| Atria Investments LLC | 997 | $345.1K | 0.00% | +997 | New |
| Nisa Investment Advisors, LLC | 975 | $337.5K | 0.00% | +17+1.8% | Added |
| Engineers Gate Manager LP | 926 | $320.6K | 0.01% | +926 | New |
| Lazard Asset Management LLC | 916 | $317.0K | 0.00% | +282+44.5% | Added |
| Bank of Montreal | 877 | $315.4K | 0.00% | +27+3.2% | Added |
| Penserra Capital Management LLC | 897 | $311.0K | 0.00% | −31−3.3% | Reduced |
| Pictet Asset Management Holding SA | 858 | $297.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 836 | $289.4K | 0.01% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 831 | $287.7K | 0.20% | +24+3.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 810 | $280.4K | 0.15% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 800 | $276.9K | 0.30% | 00.0% | Unchanged |
| Inceptionr LLC | 789 | $273.1K | 0.08% | +789 | New |