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, Q4 2024
Institutional positions in Cavco Industries, Inc. as of Dec 31, 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
- 299
- +8 vs. Q3 2024
- Shares held
- 7.68M
- −68.0K (−0.9%) vs. Q3 2024
- Total value
- $3.43B
- +$108.1M (+3.3%) vs. Q3 2024
- New holders
- 35
- 107 more added
- Sold out
- 27
- 106 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Yorktown Management & Research Co Inc | 800 | $357.0K | 0.34% | 00.0% | Unchanged |
| Atria Investments LLC | 808 | $360.6K | 0.00% | −51−5.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 810 | $361.4K | 0.18% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 822 | $366.8K | 0.00% | −14,279−94.6% | Reduced |
| Ameritas Investment Partners, Inc. | 866 | $386.4K | 0.01% | +30+3.6% | Added |
| Occudo Quantitative Strategies LP | 869 | $387.8K | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 882 | $393.6K | 0.00% | −6−0.7% | Reduced |
| HighPoint Advisor Group LLC | 764 | $405.5K | 0.02% | +8+1.1% | Added |
| Lakewood Asset Management LLC | 919 | $410.1K | 0.28% | +17+1.9% | Added |
| Quest Partners LLC | 933 | $416.3K | 0.06% | −3,507−79.0% | Reduced |
| Stifel Financial Corp | 939 | $419.0K | 0.00% | −3−0.3% | Reduced |
| MML Investors Services, LLC | 951 | $424.0K | 0.00% | +37+4.0% | Added |
| Public Employees Retirement Association of Colorado | 979 | $437.0K | 0.00% | −31−3.1% | Reduced |
| Guidance Capital, Inc | 955 | $450.2K | 0.14% | +955 | New |
| Bank of Montreal | 1,074 | $479.3K | 0.00% | +101+10.4% | Added |
| Boothbay Fund Management, LLC | 1,100 | $490.9K | 0.02% | +1,100 | New |
| Pictet Asset Management Holding SA | 1,117 | $498.4K | 0.00% | +259+30.2% | Added |
| Aristides Capital LLC | 1,120 | $499.8K | 0.16% | −465−29.3% | Reduced |
| BNP Paribas Arbitrage, SA | 1,128 | $503.3K | 0.00% | −6,681−85.6% | Reduced |
| Engineers Gate Manager LP | 1,131 | $504.7K | 0.01% | −3,775−76.9% | Reduced |
| Mutual of America Capital Management LLC | 1,229 | $548.4K | 0.01% | −12−1.0% | Reduced |
| Aviva PLC | 1,250 | $557.8K | 0.00% | −315−20.1% | Reduced |
| Huntleigh Advisors, Inc. | 1,263 | $563.6K | 0.12% | +1,263 | New |
| Regions Financial Corp | 1,325 | $591.3K | 0.00% | −31−2.3% | Reduced |
| Everence Capital Management Inc | 1,330 | $593.0K | 0.04% | −620−31.8% | Reduced |
| Captrust Financial Advisors | 1,329 | $593.0K | 0.00% | +46+3.6% | Added |
| Park Avenue Securities LLC | 1,369 | $611.0K | 0.01% | +322+30.8% | Added |
| Weiss Asset Management LP | 1,443 | $643.9K | 0.01% | +1,443 | New |
| Moran Wealth Management, LLC | 1,453 | $648.4K | 0.02% | +66+4.8% | Added |
| Neuberger Berman Group LLC | 1,483 | $661.8K | 0.00% | +25+1.7% | Added |
| Nebula Research & Development LLC | 1,493 | $666.2K | 0.08% | +185+14.1% | Added |
| KLP Kapitalforvaltning AS | 1,500 | $669.3K | 0.00% | +1,500 | New |
| Advisor Group Holdings, Inc. | 1,516 | $676.4K | 0.00% | +1,413+1,371.8% | Added |
| HighTower Advisors, LLC | 1,531 | $683.2K | 0.00% | +13+0.9% | Added |
| Pathstone Holdings, LLC | 1,604 | $715.8K | 0.00% | +9+0.6% | Added |
| West Coast Financial LLC | 1,650 | $736.3K | 0.08% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1,727 | $770.6K | 0.01% | +1,727 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,731 | $772.4K | 0.00% | −33−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,778 | $790.0K | 0.00% | +1,450+442.1% | Added |
| Edgestream Partners, L.P. | 1,782 | $795.2K | 0.03% | −7,111−80.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,787 | $797.4K | 0.01% | +1,787 | New |
| PDT Partners, LLC | 1,843 | $822.4K | 0.07% | −1,651−47.3% | Reduced |
| Mariner, LLC | 1,926 | $859.4K | 0.00% | +5+0.3% | Added |
| XTX Topco Ltd | 1,937 | $864.3K | 0.07% | +507+35.5% | Added |
| Oregon Public Employees Retirement Fund | 1,944 | $867.5K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,990 | $888.0K | 0.00% | +1+0.1% | Added |
| Nicholas Investment Partners, LP | 2,059 | $918.8K | 0.08% | −20,239−90.8% | Reduced |
| Sheets Smith Wealth Management | 2,084 | $929.9K | 0.11% | +69+3.4% | Added |
| LPL Financial LLC | 2,114 | $943.4K | 0.00% | +1,344+174.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,120 | $946.0K | 0.03% | +237+12.6% | Added |
| Resources Investment Advisors, LLC. | 2,142 | $955.8K | 0.01% | −10.0% | Reduced |
| Arizona State Retirement System | 2,156 | $962.1K | 0.01% | +9+0.4% | Added |
| Dark Forest Capital Management LP | 2,181 | $973.2K | 0.14% | +2,181 | New |
| Two Sigma Advisers, LP | 2,200 | $981.7K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,327 | $1.04M | 0.17% | +536+29.9% | Added |
| Amalgamated Bank | 2,385 | $1.06M | 0.01% | −43−1.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,478 | $1.11M | 0.23% | −152−5.8% | Reduced |
| ProShare Advisors LLC | 2,492 | $1.11M | 0.00% | +747+42.8% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 2,500 | $1.12M | 0.49% | +1,000+66.7% | Added |
| New York State Common Retirement Fund | 2,671 | $1.19M | 0.00% | −3,344−55.6% | Reduced |
| New York State Teachers Retirement System | 2,686 | $1.20M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,700 | $1.20M | 0.00% | −100−3.6% | Reduced |
| Maryland State Retirement & Pension System | 2,730 | $1.22M | 0.03% | −57−2.0% | Reduced |
| Marshall Wace, LLP | 2,841 | $1.27M | 0.00% | +2,141+305.9% | Added |
| State of Wyoming | 3,066 | $1.37M | 0.17% | +24+0.8% | Added |
| Yousif Capital Management, LLC | 3,087 | $1.38M | 0.02% | −102−3.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,180 | $1.42M | 0.00% | 00.0% | Unchanged |
| Creative Planning | 3,207 | $1.43M | 0.00% | +578+22.0% | Added |
| Keeley-Teton Advisors, LLC | 3,284 | $1.47M | 0.17% | −265−7.5% | Reduced |
| Verition Fund Management LLC | 3,448 | $1.54M | 0.01% | +3,448 | New |
| Credit Agricole S A | 3,518 | $1.57M | 0.01% | +1,329+60.7% | Added |
| Renaissance Technologies LLC | 3,546 | $1.58M | 0.00% | −1,200−25.3% | Reduced |
| Vident Advisory, LLC | 3,553 | $1.59M | 0.03% | +3,026+574.2% | Added |
| Comerica Bank | 3,569 | $1.59M | 0.01% | −51−1.4% | Reduced |
| Boston Partners | 3,613 | $1.61M | 0.00% | −222−5.8% | Reduced |
| AQR Capital Management LLC | 3,624 | $1.62M | 0.00% | +1,891+109.1% | Added |
| HSBC Holdings PLC | 3,718 | $1.66M | 0.00% | +2,379+177.7% | Added |
| Louisiana State Employees Retirement System | 3,900 | $1.74M | 0.03% | −100−2.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.78M | 0.22% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,056 | $1.81M | 0.01% | +218+5.7% | Added |
| Amundi | 4,089 | $1.82M | 0.00% | +2,636+181.4% | Added |
| Intech Investment Management LLC | 4,160 | $1.86M | 0.02% | +1,986+91.4% | Added |
| Wells Fargo & Company | 4,190 | $1.87M | 0.00% | +1,381+49.2% | Added |
| Manufacturers Life Insurance Company, The | 4,291 | $1.91M | 0.00% | −215−4.8% | Reduced |
| Holocene Advisors, LP | 4,310 | $1.92M | 0.01% | −3,293−43.3% | Reduced |
| Corebridge Financial, Inc. | 4,403 | $1.96M | 0.01% | −400−8.3% | Reduced |
| Brinker Capital Investments, LLC | 4,441 | $1.98M | 0.02% | −343−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 4,441 | $1.98M | 0.02% | −343−7.2% | Reduced |
| State of New Jersey Common Pension Fund D | 4,454 | $1.99M | 0.01% | −452−9.2% | Reduced |
| Teacher Retirement System of Texas | 4,472 | $2.00M | 0.01% | +2,590+137.6% | Added |
| Voya Investment Management LLC | 4,493 | $2.00M | 0.00% | −257−5.4% | Reduced |
| Oppenheimer Asset Management Inc. | 4,497 | $2.01M | 0.02% | +131+3.0% | Added |
| Illinois Municipal Retirement Fund | 4,565 | $2.04M | 0.03% | +436+10.6% | Added |
| State of Alaska, Department of Revenue | 4,682 | $2.09M | 0.02% | −27−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,709 | $2.10M | 0.00% | +137+3.0% | Added |
| First Trust Advisors LP | 4,799 | $2.14M | 0.00% | +645+15.5% | Added |
| Susquehanna International Group, LLP | 4,995 | $2.23M | 0.00% | +1,305+35.4% | Added |
| MetLife Investment Management | 5,023 | $2.24M | 0.01% | +189+3.9% | Added |
| Cresset Asset Management, LLC | 5,244 | $2.34M | 0.01% | −470−8.2% | Reduced |
| Anchor Capital Advisors LLC | 5,275 | $2.35M | 0.07% | +152+3.0% | Added |