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, Q3 2024
Institutional positions in Cavco Industries, Inc. as of Sep 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
- 293
- +22 vs. Q2 2024
- Shares held
- 7.76M
- +1.17M (+17.8%) vs. Q2 2024
- Total value
- $3.32B
- +$1.04B (+45.7%) vs. Q2 2024
- New holders
- 48
- 99 more added
- Sold out
- 26
- 104 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Headlands Technologies LLC | 864 | $370.0K | 0.04% | +864 | New |
| Occudo Quantitative Strategies LP | 869 | $372.1K | 0.07% | +869 | New |
| Penserra Capital Management LLC | 874 | $374.0K | 0.01% | −23−2.6% | Reduced |
| Nisa Investment Advisors, LLC | 888 | $380.3K | 0.00% | −87−8.9% | Reduced |
| Lakewood Asset Management LLC | 902 | $386.3K | 0.26% | +71+8.5% | Added |
| MML Investors Services, LLC | 914 | $391.0K | 0.00% | −119−11.5% | Reduced |
| Stifel Financial Corp | 942 | $403.4K | 0.00% | −87−8.5% | Reduced |
| Quadrature Capital Ltd | 957 | $409.5K | 0.01% | +957 | New |
| SG Americas Securities, LLC | 957 | $410.0K | 0.00% | +468+95.7% | Added |
| Bank of Montreal | 973 | $420.2K | 0.00% | +96+10.9% | Added |
| Natixis | 984 | $421.4K | 0.00% | +984 | New |
| Brevan Howard Capital Management LP | 999 | $427.8K | 0.02% | −70−6.5% | Reduced |
| Public Employees Retirement Association of Colorado | 1,010 | $433.0K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 1,047 | $448.0K | 0.01% | −334−24.2% | Reduced |
| Ophir Asset Management Pty Ltd | 1,130 | $483.9K | 0.07% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,241 | $531.4K | 0.01% | −35−2.7% | Reduced |
| Captrust Financial Advisors | 1,283 | $549.4K | 0.00% | −144−10.1% | Reduced |
| Nebula Research & Development LLC | 1,308 | $560.1K | 0.07% | +172+15.1% | Added |
| HSBC Holdings PLC | 1,339 | $574.1K | 0.00% | −239−15.1% | Reduced |
| Regions Financial Corp | 1,356 | $580.7K | 0.00% | −57−4.0% | Reduced |
| Moran Wealth Management, LLC | 1,387 | $594.0K | 0.02% | +362+35.3% | Added |
| XTX Topco Ltd | 1,430 | $612.4K | 0.04% | +243+20.5% | Added |
| Amundi | 1,453 | $614.6K | 0.00% | +281+24.0% | Added |
| Neuberger Berman Group LLC | 1,458 | $624.4K | 0.00% | −61−4.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 1,459 | $624.8K | 0.00% | −43−2.9% | Reduced |
| Virtu Financial LLC | 1,487 | $637.0K | 0.04% | +1,487 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 1,500 | $642.0K | 0.33% | +1,500 | New |
| HighTower Advisors, LLC | 1,518 | $649.0K | 0.00% | +73+5.1% | Added |
| Aviva PLC | 1,565 | $670.2K | 0.00% | −167−9.6% | Reduced |
| Aristides Capital LLC | 1,585 | $678.8K | 0.28% | −114−6.7% | Reduced |
| Pathstone Holdings, LLC | 1,595 | $683.0K | 0.00% | +20+1.3% | Added |
| West Coast Financial LLC | 1,650 | $706.6K | 0.08% | −30−1.8% | Reduced |
| AQR Capital Management LLC | 1,733 | $742.1K | 0.00% | +415+31.5% | Added |
| ProShare Advisors LLC | 1,745 | $747.3K | 0.00% | +467+36.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,764 | $755.4K | 0.00% | +91+5.4% | Added |
| SkyView Investment Advisors, LLC | 1,791 | $767.0K | 0.13% | +31+1.8% | Added |
| Teacher Retirement System of Texas | 1,882 | $806.0K | 0.00% | +670+55.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,883 | $806.4K | 0.02% | +741+64.9% | Added |
| Mariner, LLC | 1,921 | $822.7K | 0.00% | −127−6.2% | Reduced |
| Oregon Public Employees Retirement Fund | 1,944 | $832.5K | 0.02% | +56+3.0% | Added |
| Everence Capital Management Inc | 1,950 | $835.0K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 1,989 | $851.8K | 0.00% | +11+0.6% | Added |
| Sheets Smith Wealth Management | 2,015 | $862.9K | 0.11% | −20−1.0% | Reduced |
| Walleye Capital LLC | 2,062 | $883.0K | 0.01% | +2,062 | New |
| Resources Investment Advisors, LLC. | 2,143 | $917.7K | 0.01% | −72−3.3% | Reduced |
| Arizona State Retirement System | 2,147 | $919.4K | 0.01% | +44+2.1% | Added |
| Intech Investment Management LLC | 2,174 | $931.0K | 0.01% | +1,404+182.3% | Added |
| Credit Agricole S A | 2,189 | $937.4K | 0.00% | +2,189 | New |
| Two Sigma Advisers, LP | 2,200 | $942.1K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 2,402 | $1.03M | 0.01% | +99+4.3% | Added |
| Amalgamated Bank | 2,428 | $1.04M | 0.01% | +29+1.2% | Added |
| Campbell & CO Investment Adviser LLC | 2,494 | $1.07M | 0.08% | +2,494 | New |
| Creative Planning | 2,629 | $1.13M | 0.00% | +1,493+131.4% | Added |
| Hunter Perkins Capital Management, LLC | 2,630 | $1.13M | 0.23% | +95+3.7% | Added |
| New York State Teachers Retirement System | 2,686 | $1.15M | 0.00% | 00.0% | Unchanged |
| Legato Capital Management LLC | 2,754 | $1.18M | 0.15% | +1,012+58.1% | Added |
| Maryland State Retirement & Pension System | 2,787 | $1.19M | 0.03% | +80+3.0% | Added |
| STRS Ohio | 2,800 | $1.20M | 0.00% | −100−3.4% | Reduced |
| Wells Fargo & Company | 2,809 | $1.20M | 0.00% | −48−1.7% | Reduced |
| State of Wyoming | 3,042 | $1.30M | 0.19% | +135+4.6% | Added |
| Ensign Peak Advisors, Inc | 3,180 | $1.36M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 3,189 | $1.37M | 0.01% | +61+2.0% | Added |
| Boston Partners | 3,835 | $1.45M | 0.00% | −68−1.7% | Reduced |
| Gsa Capital Partners LLP | 3,404 | $1.46M | 0.11% | +1,616+90.4% | Added |
| PDT Partners, LLC | 3,494 | $1.50M | 0.13% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,549 | $1.52M | 0.17% | 00.0% | Unchanged |
| Victory Capital Management Inc | 3,610 | $1.55M | 0.00% | −4,713−56.6% | Reduced |
| Comerica Bank | 3,620 | $1.55M | 0.01% | +60+1.7% | Added |
| Rafferty Asset Management, LLC | 3,681 | $1.58M | 0.01% | −1,523−29.3% | Reduced |
| Susquehanna International Group, LLP | 3,690 | $1.58M | 0.00% | −513−12.2% | Reduced |
| State of Tennessee, Treasury Department | 3,838 | $1.64M | 0.01% | +17+0.4% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.71M | 0.20% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 4,000 | $1.71M | 0.03% | +100+2.6% | Added |
| Illinois Municipal Retirement Fund | 4,129 | $1.77M | 0.03% | −116−2.7% | Reduced |
| First Trust Advisors LP | 4,154 | $1.78M | 0.00% | −1,542−27.1% | Reduced |
| Jane Street Group, LLC | 4,203 | $1.80M | 0.00% | −10,263−70.9% | Reduced |
| Oppenheimer Asset Management Inc. | 4,366 | $1.87M | 0.02% | −466−9.6% | Reduced |
| Quest Partners LLC | 4,440 | $1.90M | 0.17% | +1,751+65.1% | Added |
| Manufacturers Life Insurance Company, The | 4,506 | $1.93M | 0.00% | −96−2.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,572 | $1.96M | 0.00% | +262+6.1% | Added |
| State of Alaska, Department of Revenue | 4,709 | $2.02M | 0.02% | +152+3.3% | Added |
| Renaissance Technologies LLC | 4,746 | $2.03M | 0.00% | −100−2.1% | Reduced |
| Voya Investment Management LLC | 4,750 | $2.03M | 0.00% | −80−1.7% | Reduced |
| Brinker Capital Investments, LLC | 4,784 | $2.05M | 0.02% | −966−16.8% | Reduced |
| Orion Portfolio Solutions, LLC | 4,784 | $2.05M | 0.02% | −966−16.8% | Reduced |
| Corebridge Financial, Inc. | 4,803 | $2.06M | 0.01% | −30−0.6% | Reduced |
| MetLife Investment Management | 4,834 | $2.07M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 4,906 | $2.10M | 0.01% | −534−9.8% | Reduced |
| Engineers Gate Manager LP | 4,906 | $2.10M | 0.04% | +3,980+429.8% | Added |
| Arrowstreet Capital, Limited Partnership | 5,091 | $2.18M | 0.00% | +5,091 | New |
| Anchor Capital Advisors LLC | 5,123 | $2.19M | 0.06% | −59−1.1% | Reduced |
| Cresset Asset Management, LLC | 5,714 | $2.45M | 0.01% | +382+7.2% | Added |
| State of Wisconsin Investment Board | 5,793 | $2.48M | 0.01% | −60−1.0% | Reduced |
| New York State Common Retirement Fund | 6,015 | $2.58M | 0.00% | +324+5.7% | Added |
| TD Asset Management Inc | 6,100 | $2.63M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,414 | $2.75M | 0.00% | −651−9.2% | Reduced |
| Citadel Advisors LLC | 6,701 | $2.87M | 0.00% | −8,462−55.8% | Reduced |
| Millennium Management LLC | 6,909 | $2.96M | 0.00% | −1,965−22.1% | Reduced |
| California State Teachers Retirement System | 7,119 | $3.05M | 0.00% | −274−3.7% | Reduced |
| Holocene Advisors, LP | 7,603 | $3.26M | 0.01% | +1,476+24.1% | Added |