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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 573 | $297.7K | 0.01% | +40+7.5% | Added |
| Penserra Capital Management LLC | 586 | $304.0K | 0.01% | −72−10.9% | Reduced |
| Freestone Grove Partners LP | 602 | $312.8K | 0.00% | −1,125−65.1% | Reduced |
| Xponance, Inc. | 609 | $316.5K | 0.00% | +13+2.2% | Added |
| The PNC Financial Services Group, Inc. | 614 | $319.1K | 0.00% | −3−0.5% | Reduced |
| Stephens Inc | 629 | $326.8K | 0.00% | +23+3.8% | Added |
| Vident Advisory, LLC | 653 | $339.3K | 0.00% | −2,900−81.6% | Reduced |
| Verus Capital Partners, LLC | 660 | $343.0K | 0.03% | +115+21.1% | Added |
| ISAM Funds (UK) Ltd | 680 | $353.3K | 0.17% | +183+36.8% | Added |
| Commonwealth Equity Services, LLC | 681 | $354.0K | 0.00% | −10−1.4% | Reduced |
| D. E. Shaw & Co., Inc. | 699 | $363.2K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 700 | $363.7K | 0.00% | +100+16.7% | Added |
| Virginia Retirement Systems Et Al | 700 | $363.7K | 0.00% | +700 | New |
| Jump Financial, LLC | 733 | $380.9K | 0.01% | +733 | New |
| HighPoint Advisor Group LLC | 766 | $381.4K | 0.02% | +2+0.3% | Added |
| Susquehanna Fundamental Investments, LLC | 746 | $387.6K | 0.01% | +746 | New |
| Lido Advisors, LLC | 750 | $389.7K | 0.00% | −34−4.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $390.8K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 791 | $411.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 800 | $415.7K | 0.45% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 801 | $416.2K | 0.06% | +801 | New |
| Cherry Creek Investment Advisors, Inc. | 810 | $420.9K | 0.22% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 813 | $422.5K | 0.01% | −53−6.1% | Reduced |
| Occudo Quantitative Strategies LP | 840 | $431.7K | 0.06% | −29−3.3% | Reduced |
| Balyasny Asset Management LLC | 847 | $440.1K | 0.00% | +25+3.0% | Added |
| XTX Topco Ltd | 866 | $450.0K | 0.02% | −1,071−55.3% | Reduced |
| Quadrant Capital Group LLC | 873 | $453.6K | 0.02% | +682+357.1% | Added |
| Nisa Investment Advisors, LLC | 892 | $463.5K | 0.00% | +10+1.1% | Added |
| Lakewood Asset Management LLC | 898 | $466.6K | 0.31% | −21−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 929 | $482.7K | 0.00% | +166+21.8% | Added |
| Stifel Financial Corp | 947 | $492.1K | 0.00% | +8+0.9% | Added |
| Public Employees Retirement Association of Colorado | 979 | $509.0K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 1,027 | $533.7K | 0.01% | +1,027 | New |
| Guidance Capital, Inc | 1,044 | $535.0K | 0.16% | +89+9.3% | Added |
| Wolverine Trading, LLC | 1,089 | $559.7K | 0.02% | +1,089 | New |
| MML Investors Services, LLC | 1,080 | $561.0K | 0.00% | +129+13.6% | Added |
| State Board of Administration of Florida Retirement System | 1,111 | $577.3K | 0.00% | +591+113.7% | Added |
| Convergence Investment Partners, LLC | 1,136 | $590.3K | 0.16% | +1,136 | New |
| Captrust Financial Advisors | 1,152 | $598.6K | 0.00% | −177−13.3% | Reduced |
| Mackenzie Financial Corp | 1,164 | $604.8K | 0.00% | +616+112.4% | Added |
| Mutual of America Capital Management LLC | 1,167 | $606.4K | 0.01% | −62−5.0% | Reduced |
| Aviva PLC | 1,186 | $616.3K | 0.00% | −64−5.1% | Reduced |
| Pictet Asset Management Holding SA | 1,195 | $621.0K | 0.00% | +78+7.0% | Added |
| NorthCrest Asset Manangement, LLC | 1,247 | $648.0K | 0.02% | +1,247 | New |
| Regions Financial Corp | 1,278 | $664.1K | 0.00% | −47−3.5% | Reduced |
| Premier Fund Managers Ltd | 1,337 | $688.0K | 0.03% | +1,337 | New |
| Everence Capital Management Inc | 1,330 | $691.0K | 0.05% | 00.0% | Unchanged |
| Bank of Montreal | 1,359 | $706.2K | 0.00% | +285+26.5% | Added |
| Pathstone Holdings, LLC | 1,399 | $727.0K | 0.00% | −205−12.8% | Reduced |
| Walleye Capital LLC | 1,408 | $731.6K | 0.01% | +1,408 | New |
| Moran Wealth Management, LLC | 1,429 | $742.6K | 0.02% | −24−1.7% | Reduced |
| Huntleigh Advisors, Inc. | 1,467 | $762.3K | 0.13% | +204+16.2% | Added |
| Two Sigma Securities, LLC | 1,563 | $812.2K | 0.12% | +1,007+181.1% | Added |
| SG Americas Securities, LLC | 1,568 | $815.0K | 0.00% | +1,568 | New |
| HighTower Advisors, LLC | 1,571 | $816.3K | 0.00% | +40+2.6% | Added |
| CIBC Private Wealth Group, LLC | 1,778 | $817.6K | 0.00% | 00.0% | Unchanged |
| West Coast Financial LLC | 1,650 | $857.4K | 0.10% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,651 | $857.9K | 0.32% | +531+47.4% | Added |
| US Bancorp | 1,723 | $895.3K | 0.00% | −267−13.4% | Reduced |
| CIBC World Markets Corp | 1,784 | $927.0K | 0.01% | +1,010+130.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,787 | $928.6K | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1,797 | $933.8K | 0.02% | −147−7.6% | Reduced |
| PDT Partners, LLC | 1,843 | $957.7K | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 1,851 | $961.0K | 0.01% | −6,060−76.6% | Reduced |
| Jefferies Financial Group Inc. | 1,887 | $980.5K | 0.02% | +1,887 | New |
| ProShare Advisors LLC | 1,892 | $983.1K | 0.00% | −600−24.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,918 | $996.6K | 0.01% | +187+10.8% | Added |
| KLP Kapitalforvaltning AS | 2,000 | $1.04M | 0.01% | +500+33.3% | Added |
| Boothbay Fund Management, LLC | 2,000 | $1.04M | 0.04% | +900+81.8% | Added |
| Mariner, LLC | 2,030 | $1.05M | 0.00% | +104+5.4% | Added |
| LPL Financial LLC | 2,127 | $1.11M | 0.00% | +13+0.6% | Added |
| Meeder Asset Management Inc | 2,146 | $1.12M | 0.08% | +2,146 | New |
| Sheets Smith Wealth Management | 2,170 | $1.13M | 0.14% | +86+4.1% | Added |
| Hunter Perkins Capital Management, LLC | 2,183 | $1.13M | 0.26% | −295−11.9% | Reduced |
| Arizona State Retirement System | 2,197 | $1.14M | 0.01% | +41+1.9% | Added |
| Picton Mahoney Asset Management | 2,230 | $1.16M | 0.04% | +2,227+74,233.3% | Added |
| Resources Investment Advisors, LLC. | 2,229 | $1.16M | 0.01% | +87+4.1% | Added |
| Amalgamated Bank | 2,283 | $1.19M | 0.01% | −102−4.3% | Reduced |
| SkyView Investment Advisors, LLC | 2,312 | $1.20M | 0.18% | −15−0.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,312 | $1.20M | 0.03% | +192+9.1% | Added |
| Renaissance Technologies LLC | 2,346 | $1.22M | 0.00% | −1,200−33.8% | Reduced |
| Maryland State Retirement & Pension System | 2,351 | $1.22M | 0.03% | −379−13.9% | Reduced |
| STRS Ohio | 2,400 | $1.25M | 0.01% | −300−11.1% | Reduced |
| OP Asset Management Ltd | 2,426 | $1.26M | 0.02% | +2,426 | New |
| Quest Partners LLC | 2,430 | $1.26M | 0.14% | +1,497+160.5% | Added |
| Nebula Research & Development LLC | 2,517 | $1.31M | 0.12% | +1,024+68.6% | Added |
| Brevan Howard Capital Management LP | 2,546 | $1.32M | 0.04% | +2,546 | New |
| New York State Teachers Retirement System | 2,586 | $1.34M | 0.00% | −100−3.7% | Reduced |
| Axxcess Wealth Management, LLC | 2,644 | $1.37M | 0.04% | +2,644 | New |
| New York State Common Retirement Fund | 2,671 | $1.39M | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 2,970 | $1.54M | 0.00% | −12,860−81.2% | Reduced |
| Yousif Capital Management, LLC | 2,991 | $1.55M | 0.02% | −96−3.1% | Reduced |
| Amundi | 3,248 | $1.58M | 0.00% | −841−20.6% | Reduced |
| AQR Capital Management LLC | 3,103 | $1.61M | 0.00% | −521−14.4% | Reduced |
| Ensign Peak Advisors, Inc | 3,180 | $1.65M | 0.00% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 3,245 | $1.69M | 0.20% | −39−1.2% | Reduced |
| Lazard Asset Management LLC | 3,358 | $1.74M | 0.00% | +3,013+873.3% | Added |
| HSBC Holdings PLC | 3,430 | $1.77M | 0.00% | −288−7.7% | Reduced |
| Verition Fund Management LLC | 3,438 | $1.79M | 0.01% | −10−0.3% | Reduced |
| Comerica Bank | 3,484 | $1.81M | 0.01% | −85−2.4% | Reduced |