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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, 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.

Institutional holdersQ4 2024: 299 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 heldQ4 2024: $3.43B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2024.

Institutions holding CVCO in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Cresset Asset Management, LLC5,244$2.34M0.01%−470−8.2%Reduced
MetLife Investment Management5,023$2.24M0.01%+189+3.9%Added
Susquehanna International Group, LLP4,995$2.23M0.00%+1,305+35.4%Added
First Trust Advisors LP4,799$2.14M0.00%+645+15.5%Added
Mirae Asset Global ETFs Holdings Ltd.4,709$2.10M0.00%+137+3.0%Added
State of Alaska, Department of Revenue4,682$2.09M0.02%−27−0.6%Reduced
Illinois Municipal Retirement Fund4,565$2.04M0.03%+436+10.6%Added
Oppenheimer Asset Management Inc.4,497$2.01M0.02%+131+3.0%Added
Voya Investment Management LLC4,493$2.00M0.00%−257−5.4%Reduced
Teacher Retirement System of Texas4,472$2.00M0.01%+2,590+137.6%Added
State of New Jersey Common Pension Fund D4,454$1.99M0.01%−452−9.2%Reduced
Brinker Capital Investments, LLC4,441$1.98M0.02%−343−7.2%Reduced
Orion Portfolio Solutions, LLC4,441$1.98M0.02%−343−7.2%Reduced
Corebridge Financial, Inc.4,403$1.96M0.01%−400−8.3%Reduced
Holocene Advisors, LP4,310$1.92M0.01%−3,293−43.3%Reduced
Manufacturers Life Insurance Company, The4,291$1.91M0.00%−215−4.8%Reduced
Wells Fargo & Company4,190$1.87M0.00%+1,381+49.2%Added
Intech Investment Management LLC4,160$1.86M0.02%+1,986+91.4%Added
Amundi4,089$1.82M0.00%+2,636+181.4%Added
State of Tennessee, Treasury Department4,056$1.81M0.01%+218+5.7%Added
NJ State Employees Deferred Compensation Plan4,000$1.78M0.22%00.0%Unchanged
Louisiana State Employees Retirement System3,900$1.74M0.03%−100−2.5%Reduced
HSBC Holdings PLC3,718$1.66M0.00%+2,379+177.7%Added
AQR Capital Management LLC3,624$1.62M0.00%+1,891+109.1%Added
Boston Partners3,613$1.61M0.00%−222−5.8%Reduced
Comerica Bank3,569$1.59M0.01%−51−1.4%Reduced
Vident Advisory, LLC3,553$1.59M0.03%+3,026+574.2%Added
Renaissance Technologies LLC3,546$1.58M0.00%−1,200−25.3%Reduced
Credit Agricole S A3,518$1.57M0.01%+1,329+60.7%Added
Verition Fund Management LLC3,448$1.54M0.01%+3,448New
Keeley-Teton Advisors, LLC3,284$1.47M0.17%−265−7.5%Reduced
Creative Planning3,207$1.43M0.00%+578+22.0%Added
Ensign Peak Advisors, Inc3,180$1.42M0.00%00.0%Unchanged
Yousif Capital Management, LLC3,087$1.38M0.02%−102−3.2%Reduced
State of Wyoming3,066$1.37M0.17%+24+0.8%Added
Marshall Wace, LLP2,841$1.27M0.00%+2,141+305.9%Added
Maryland State Retirement & Pension System2,730$1.22M0.03%−57−2.0%Reduced
STRS Ohio2,700$1.20M0.00%−100−3.6%Reduced
New York State Teachers Retirement System2,686$1.20M0.00%00.0%Unchanged
New York State Common Retirement Fund2,671$1.19M0.00%−3,344−55.6%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.2,500$1.12M0.49%+1,000+66.7%Added
ProShare Advisors LLC2,492$1.11M0.00%+747+42.8%Added
Hunter Perkins Capital Management, LLC2,478$1.11M0.23%−152−5.8%Reduced
Amalgamated Bank2,385$1.06M0.01%−43−1.8%Reduced
SkyView Investment Advisors, LLC2,327$1.04M0.17%+536+29.9%Added
Two Sigma Advisers, LP2,200$981.7K0.00%00.0%Unchanged
Dark Forest Capital Management LP2,181$973.2K0.14%+2,181New
Arizona State Retirement System2,156$962.1K0.01%+9+0.4%Added
Resources Investment Advisors, LLC.2,142$955.8K0.01%−10.0%Reduced
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,120$946.0K0.03%+237+12.6%Added
LPL Financial LLC2,114$943.4K0.00%+1,344+174.5%Added
Sheets Smith Wealth Management2,084$929.9K0.11%+69+3.4%Added
Nicholas Investment Partners, LP2,059$918.8K0.08%−20,239−90.8%Reduced
US Bancorp1,990$888.0K0.00%+1+0.1%Added
Oregon Public Employees Retirement Fund1,944$867.5K0.02%00.0%Unchanged
XTX Topco Ltd1,937$864.3K0.07%+507+35.5%Added
Mariner, LLC1,926$859.4K0.00%+5+0.3%Added
PDT Partners, LLC1,843$822.4K0.07%−1,651−47.3%Reduced
Police & Firemen's Retirement System of New Jersey1,787$797.4K0.01%+1,787New
Edgestream Partners, L.P.1,782$795.2K0.03%−7,111−80.0%Reduced
CIBC Private Wealth Group, LLC1,778$790.0K0.00%+1,450+442.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys1,731$772.4K0.00%−33−1.9%Reduced
Freestone Grove Partners LP1,727$770.6K0.01%+1,727New
West Coast Financial LLC1,650$736.3K0.08%00.0%Unchanged
Pathstone Holdings, LLC1,604$715.8K0.00%+9+0.6%Added
HighTower Advisors, LLC1,531$683.2K0.00%+13+0.9%Added
Advisor Group Holdings, Inc.1,516$676.4K0.00%+1,413+1,371.8%Added
KLP Kapitalforvaltning AS1,500$669.3K0.00%+1,500New
Nebula Research & Development LLC1,493$666.2K0.08%+185+14.1%Added
Neuberger Berman Group LLC1,483$661.8K0.00%+25+1.7%Added
Moran Wealth Management, LLC1,453$648.4K0.02%+66+4.8%Added
Weiss Asset Management LP1,443$643.9K0.01%+1,443New
Park Avenue Securities LLC1,369$611.0K0.01%+322+30.8%Added
Captrust Financial Advisors1,329$593.0K0.00%+46+3.6%Added
Everence Capital Management Inc1,330$593.0K0.04%−620−31.8%Reduced
Regions Financial Corp1,325$591.3K0.00%−31−2.3%Reduced
Huntleigh Advisors, Inc.1,263$563.6K0.12%+1,263New
Aviva PLC1,250$557.8K0.00%−315−20.1%Reduced
Mutual of America Capital Management LLC1,229$548.4K0.01%−12−1.0%Reduced
Engineers Gate Manager LP1,131$504.7K0.01%−3,775−76.9%Reduced
BNP Paribas Arbitrage, SA1,128$503.3K0.00%−6,681−85.6%Reduced
Aristides Capital LLC1,120$499.8K0.16%−465−29.3%Reduced
Pictet Asset Management Holding SA1,117$498.4K0.00%+259+30.2%Added
Boothbay Fund Management, LLC1,100$490.9K0.02%+1,100New
Bank of Montreal1,074$479.3K0.00%+101+10.4%Added
Guidance Capital, Inc955$450.2K0.14%+955New
Public Employees Retirement Association of Colorado979$437.0K0.00%−31−3.1%Reduced
MML Investors Services, LLC951$424.0K0.00%+37+4.0%Added
Stifel Financial Corp939$419.0K0.00%−3−0.3%Reduced
Quest Partners LLC933$416.3K0.06%−3,507−79.0%Reduced
Lakewood Asset Management LLC919$410.1K0.28%+17+1.9%Added
HighPoint Advisor Group LLC764$405.5K0.02%+8+1.1%Added
Nisa Investment Advisors, LLC882$393.6K0.00%−6−0.7%Reduced
Occudo Quantitative Strategies LP869$387.8K0.07%00.0%Unchanged
Ameritas Investment Partners, Inc.866$386.4K0.01%+30+3.6%Added
Balyasny Asset Management LLC822$366.8K0.00%−14,279−94.6%Reduced
Cherry Creek Investment Advisors, Inc.810$361.4K0.18%00.0%Unchanged
Atria Investments LLC808$360.6K0.00%−51−5.9%Reduced
Yorktown Management & Research Co Inc800$357.0K0.34%00.0%Unchanged
Spears Abacus Advisors LLC791$353.0K0.01%00.0%Unchanged