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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, Q1 2025

Institutional positions in Cavco Industries, Inc. as of Mar 31, 2025. 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
334
+37 vs. Q4 2024
Shares held
7.67M
+14.4K (+0.2%) vs. Q4 2024
Total value
$3.98B
+$568.7M (+16.7%) vs. Q4 2024
New holders
55
110 more added
Sold out
18
116 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 334 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 heldQ1 2025: $3.98B
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, Q1 2025

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2024.

Institutions holding CVCO in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Hughes Financial Services, LLC1$5160.00%+1New
Caitong International Asset Management Co., Ltd1$5200.00%−2−66.7%Reduced
Global Financial Private Client, LLC1$5200.00%00.0%Unchanged
TFC Financial Management1$5200.00%+1New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Fortitude Family Office, LLC2$1.04K0.00%−3−60.0%Reduced
Steward Partners Investment Advisory, LLC2$1.04K0.00%00.0%Unchanged
Bare Financial Services, Inc2$1.04K0.00%+2New
SJS Investment Consulting Inc.2$1.04K0.00%00.0%Unchanged
South State Corp.2$1.04K0.00%+2New
Stephens Consulting, LLC2$1.04K0.00%+2New
Millstone Evans Group, LLC3$1.56K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$1.92K0.00%00.0%Unchanged
Allworth Financial LP4$1.96K0.00%+4New
Massmutual Trust Co FSB4$2.08K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC4$2.08K0.00%00.0%Unchanged
Center for Financial Planning, Inc.4$2.08K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$2.60K0.00%00.0%Unchanged
Versant Capital Management, Inc5$2.60K0.00%00.0%Unchanged
High Note Wealth, LLC5$2.60K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec5$2.60K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$2.60K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.5$2.60K0.00%−28−84.8%Reduced
JFS Wealth Advisors, LLC6$3.12K0.00%+1+20.0%Added
Huntington National Bank6$3.12K0.00%+5+500.0%Added
Parkside Financial Bank & Trust7$3.64K0.00%+5+250.0%Added
Sterling Capital Management LLC8$4.16K0.00%00.0%Unchanged
Continuum Advisory, LLC8$4.16K0.00%+8New
True Wealth Design, LLC9$4.68K0.00%00.0%Unchanged
SBI Securities Co., Ltd.9$4.68K0.00%00.0%Unchanged
Kestra Investment Management, LLC10$5.20K0.00%+10New
Private Wealth Management Group, LLC11$5.72K0.00%00.0%Unchanged
Rothschild Investment LLC11$5.72K0.00%+3+37.5%Added
Avalon Trust Co12$6.24K0.00%00.0%Unchanged
Lindbrook Capital, LLC12$6.24K0.00%+1+9.1%Added
Hemington Wealth Management15$7.00K0.00%−1−6.3%Reduced
Private Trust Co NA18$9.35K0.00%−1−5.3%Reduced
Rise Advisors, LLC18$9.35K0.00%+18New
Signaturefd, LLC20$10.4K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)23$12.0K0.00%−467−95.3%Reduced
Ronald Blue Trust, Inc.23$12.0K0.00%00.0%Unchanged
Umb Bank N A23$12.0K0.00%+5+27.8%Added
EverSource Wealth Advisors, LLC25$13.0K0.00%+9+56.3%Added
Hollencrest Capital Management25$13.0K0.00%00.0%Unchanged
Promethos Capital, LLC25$13.0K0.00%00.0%Unchanged
Optiver Holding B.V.29$15.1K0.00%+29New
Cullen/Frost Bankers, Inc.30$15.6K0.00%+30New
Skopos Labs, Inc.31$16.1K0.00%+31New
Harbour Investments, Inc.34$17.7K0.00%00.0%Unchanged
Farther Finance Advisors, LLC35$18.1K0.00%+27+337.5%Added
GWM Advisors LLC35$18.2K0.00%00.0%Unchanged
Principal Securities, Inc.41$18.3K0.00%00.0%Unchanged
Nomura Asset Management Co Ltd40$20.8K0.00%+40New
Mountain Hill Investment Partners Corp.50$26.0K0.03%00.0%Unchanged
Advisor Group Holdings, Inc.55$28.6K0.00%−1,461−96.4%Reduced
Trivant Custom Portfolio Group, LLC60$31.2K0.02%−30−33.3%Reduced
Parallel Advisors, LLC72$37.4K0.00%+4+5.9%Added
Jones Financial Companies LLLP85$43.7K0.00%+49+136.1%Added
Public Employees Retirement System of Ohio129$67.0K0.00%+1+0.8%Added
Mather Group, LLC.142$73.8K0.00%00.0%Unchanged
Smartleaf Asset Management LLC150$77.1K0.01%−11−6.8%Reduced
Harvest Fund Management Co., Ltd151$78.0K0.00%00.0%Unchanged
CWM, LLC157$82.0K0.00%+48+44.0%Added
Northwestern Mutual Wealth Management Co177$92.0K0.00%+171+2,850.0%Added
Covestor Ltd201$105.0K0.07%00.0%Unchanged
Financial Management Professionals, Inc.206$107.0K0.01%−18−8.0%Reduced
BI Asset Management Fondsmaeglerselskab A/S215$112.0K0.00%+215New
Point72 (DIFC) Ltd265$137.6K0.01%+265New
Point72 Asia (Singapore) Pte. Ltd.290$150.5K0.04%+290New
Globeflex Capital L P305$158.5K0.01%+305New
KBC Group NV330$171.0K0.00%00.0%Unchanged
Avanza Fonder AB380$200.5K0.01%−92−19.5%Reduced
Shell Asset Management Co393$204.0K0.01%−17−4.1%Reduced
Fifth Third Bancorp394$204.7K0.00%+11+2.9%Added
Davenport & Co LLC400$207.9K0.00%+400New
Susquehanna Portfolio Strategies, LLC400$207.9K0.09%+400New
New Age Alpha Advisors, LLC416$216.2K0.01%−66−13.7%Reduced
Fiduciary Trust Co431$224.0K0.00%+431New
Vestcor Inc432$224.0K0.01%00.0%Unchanged
GTS Securities LLC438$227.6K0.01%+438New
Quantinno Capital Management LP439$228.1K0.00%+439New
GAMMA Investing LLC441$229.2K0.02%+123+38.7%Added
JustInvest LLC459$238.5K0.00%+459New
M&T Bank Corp464$241.6K0.00%−30−6.1%Reduced
Ieq Capital, LLC466$242.1K0.00%+466New
SkyOak Wealth, LLC473$245.8K0.05%+473New
Burney Co475$246.8K0.01%00.0%Unchanged
Two Sigma Advisers, LP500$259.8K0.00%−1,700−77.3%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.500$260.0K0.14%−2,000−80.0%Reduced
United Services Automobile Association518$266.2K0.01%+518New
Avantax Advisory Services, Inc.516$268.3K0.00%−204−28.3%Reduced
Moloney Securities Asset Management, LLC518$269.2K0.04%+518New
Summit Global Investments520$270.0K0.02%−10−1.9%Reduced
Atria Investments LLC520$270.2K0.00%−288−35.6%Reduced
Crossmark Global Holdings, Inc.521$270.7K0.00%−101−16.2%Reduced
Bridgewater Associates, LP529$274.9K0.00%+529New
Envestnet Portfolio Solutions, Inc.536$278.5K0.00%−78−12.7%Reduced
Kingswood Wealth Advisors, LLC540$280.6K0.03%−30−5.3%Reduced
Magnetar Financial LLC541$281.1K0.00%+541New
Coldstream Capital Management Inc553$287.4K0.01%+68+14.0%Added