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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, 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.

Institutional holdersQ3 2024: 293 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 heldQ3 2024: $3.32B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2024.

Institutions holding CVCO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
State of Wisconsin Investment Board5,793$2.48M0.01%−60−1.0%Reduced
Cresset Asset Management, LLC5,714$2.45M0.01%+382+7.2%Added
Anchor Capital Advisors LLC5,123$2.19M0.06%−59−1.1%Reduced
Arrowstreet Capital, Limited Partnership5,091$2.18M0.00%+5,091New
State of New Jersey Common Pension Fund D4,906$2.10M0.01%−534−9.8%Reduced
Engineers Gate Manager LP4,906$2.10M0.04%+3,980+429.8%Added
MetLife Investment Management4,834$2.07M0.01%00.0%Unchanged
Corebridge Financial, Inc.4,803$2.06M0.01%−30−0.6%Reduced
Brinker Capital Investments, LLC4,784$2.05M0.02%−966−16.8%Reduced
Orion Portfolio Solutions, LLC4,784$2.05M0.02%−966−16.8%Reduced
Voya Investment Management LLC4,750$2.03M0.00%−80−1.7%Reduced
Renaissance Technologies LLC4,746$2.03M0.00%−100−2.1%Reduced
State of Alaska, Department of Revenue4,709$2.02M0.02%+152+3.3%Added
Mirae Asset Global ETFs Holdings Ltd.4,572$1.96M0.00%+262+6.1%Added
Manufacturers Life Insurance Company, The4,506$1.93M0.00%−96−2.1%Reduced
Quest Partners LLC4,440$1.90M0.17%+1,751+65.1%Added
Oppenheimer Asset Management Inc.4,366$1.87M0.02%−466−9.6%Reduced
Jane Street Group, LLC4,203$1.80M0.00%−10,263−70.9%Reduced
First Trust Advisors LP4,154$1.78M0.00%−1,542−27.1%Reduced
Illinois Municipal Retirement Fund4,129$1.77M0.03%−116−2.7%Reduced
NJ State Employees Deferred Compensation Plan4,000$1.71M0.20%00.0%Unchanged
Louisiana State Employees Retirement System4,000$1.71M0.03%+100+2.6%Added
State of Tennessee, Treasury Department3,838$1.64M0.01%+17+0.4%Added
Susquehanna International Group, LLP3,690$1.58M0.00%−513−12.2%Reduced
Rafferty Asset Management, LLC3,681$1.58M0.01%−1,523−29.3%Reduced
Comerica Bank3,620$1.55M0.01%+60+1.7%Added
Victory Capital Management Inc3,610$1.55M0.00%−4,713−56.6%Reduced
Keeley-Teton Advisors, LLC3,549$1.52M0.17%00.0%Unchanged
PDT Partners, LLC3,494$1.50M0.13%00.0%Unchanged
Gsa Capital Partners LLP3,404$1.46M0.11%+1,616+90.4%Added
Boston Partners3,835$1.45M0.00%−68−1.7%Reduced
Yousif Capital Management, LLC3,189$1.37M0.01%+61+2.0%Added
Ensign Peak Advisors, Inc3,180$1.36M0.00%00.0%Unchanged
State of Wyoming3,042$1.30M0.19%+135+4.6%Added
Wells Fargo & Company2,809$1.20M0.00%−48−1.7%Reduced
STRS Ohio2,800$1.20M0.00%−100−3.4%Reduced
Maryland State Retirement & Pension System2,787$1.19M0.03%+80+3.0%Added
Legato Capital Management LLC2,754$1.18M0.15%+1,012+58.1%Added
New York State Teachers Retirement System2,686$1.15M0.00%00.0%Unchanged
Hunter Perkins Capital Management, LLC2,630$1.13M0.23%+95+3.7%Added
Creative Planning2,629$1.13M0.00%+1,493+131.4%Added
Campbell & CO Investment Adviser LLC2,494$1.07M0.08%+2,494New
Amalgamated Bank2,428$1.04M0.01%+29+1.2%Added
Nomura Holdings Inc2,402$1.03M0.01%+99+4.3%Added
Two Sigma Advisers, LP2,200$942.1K0.00%00.0%Unchanged
Credit Agricole S A2,189$937.4K0.00%+2,189New
Intech Investment Management LLC2,174$931.0K0.01%+1,404+182.3%Added
Arizona State Retirement System2,147$919.4K0.01%+44+2.1%Added
Resources Investment Advisors, LLC.2,143$917.7K0.01%−72−3.3%Reduced
Walleye Capital LLC2,062$883.0K0.01%+2,062New
Sheets Smith Wealth Management2,015$862.9K0.11%−20−1.0%Reduced
US Bancorp1,989$851.8K0.00%+11+0.6%Added
Everence Capital Management Inc1,950$835.0K0.05%00.0%Unchanged
Oregon Public Employees Retirement Fund1,944$832.5K0.02%+56+3.0%Added
Mariner, LLC1,921$822.7K0.00%−127−6.2%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management1,883$806.4K0.02%+741+64.9%Added
Teacher Retirement System of Texas1,882$806.0K0.00%+670+55.3%Added
SkyView Investment Advisors, LLC1,791$767.0K0.13%+31+1.8%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,764$755.4K0.00%+91+5.4%Added
ProShare Advisors LLC1,745$747.3K0.00%+467+36.5%Added
AQR Capital Management LLC1,733$742.1K0.00%+415+31.5%Added
West Coast Financial LLC1,650$706.6K0.08%−30−1.8%Reduced
Pathstone Holdings, LLC1,595$683.0K0.00%+20+1.3%Added
Aristides Capital LLC1,585$678.8K0.28%−114−6.7%Reduced
Aviva PLC1,565$670.2K0.00%−167−9.6%Reduced
HighTower Advisors, LLC1,518$649.0K0.00%+73+5.1%Added
Mitsubishi UFJ Asset Management (UK) Ltd.1,500$642.0K0.33%+1,500New
Virtu Financial LLC1,487$637.0K0.04%+1,487New
Raymond James Financial Services Advisors, Inc.1,459$624.8K0.00%−43−2.9%Reduced
Neuberger Berman Group LLC1,458$624.4K0.00%−61−4.0%Reduced
Amundi1,453$614.6K0.00%+281+24.0%Added
XTX Topco Ltd1,430$612.4K0.04%+243+20.5%Added
Moran Wealth Management, LLC1,387$594.0K0.02%+362+35.3%Added
Regions Financial Corp1,356$580.7K0.00%−57−4.0%Reduced
HSBC Holdings PLC1,339$574.1K0.00%−239−15.1%Reduced
Nebula Research & Development LLC1,308$560.1K0.07%+172+15.1%Added
Captrust Financial Advisors1,283$549.4K0.00%−144−10.1%Reduced
Mutual of America Capital Management LLC1,241$531.4K0.01%−35−2.7%Reduced
Ophir Asset Management Pty Ltd1,130$483.9K0.07%00.0%Unchanged
Park Avenue Securities LLC1,047$448.0K0.01%−334−24.2%Reduced
Public Employees Retirement Association of Colorado1,010$433.0K0.00%00.0%Unchanged
Brevan Howard Capital Management LP999$427.8K0.02%−70−6.5%Reduced
Natixis984$421.4K0.00%+984New
Bank of Montreal973$420.2K0.00%+96+10.9%Added
SG Americas Securities, LLC957$410.0K0.00%+468+95.7%Added
Quadrature Capital Ltd957$409.5K0.01%+957New
Stifel Financial Corp942$403.4K0.00%−87−8.5%Reduced
MML Investors Services, LLC914$391.0K0.00%−119−11.5%Reduced
Lakewood Asset Management LLC902$386.3K0.26%+71+8.5%Added
Nisa Investment Advisors, LLC888$380.3K0.00%−87−8.9%Reduced
Penserra Capital Management LLC874$374.0K0.01%−23−2.6%Reduced
Occudo Quantitative Strategies LP869$372.1K0.07%+869New
Headlands Technologies LLC864$370.0K0.04%+864New
Atria Investments LLC859$367.9K0.00%−138−13.8%Reduced
Pictet Asset Management Holding SA858$367.4K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.836$358.0K0.01%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.810$346.9K0.18%00.0%Unchanged
Yorktown Management & Research Co Inc800$342.6K0.35%00.0%Unchanged
Spears Abacus Advisors LLC791$338.7K0.01%+791New
HighPoint Advisor Group LLC756$337.7K0.02%−76−9.1%Reduced