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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 3,518 | $1.83M | 0.01% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 3,521 | $1.83M | 0.01% | −535−13.2% | Reduced |
| Marshall Wace, LLP | 3,657 | $1.90M | 0.00% | +816+28.7% | Added |
| Boston Partners | 3,691 | $1.92M | 0.00% | +78+2.2% | Added |
| State of New Jersey Common Pension Fund D | 3,732 | $1.94M | 0.01% | −722−16.2% | Reduced |
| Louisiana State Employees Retirement System | 3,800 | $1.97M | 0.04% | −100−2.6% | Reduced |
| State of Wyoming | 3,894 | $2.02M | 0.27% | +828+27.0% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $2.08M | 0.27% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,198 | $2.18M | 0.01% | −205−4.7% | Reduced |
| Creative Planning | 4,213 | $2.19M | 0.00% | +1,006+31.4% | Added |
| Illinois Municipal Retirement Fund | 4,218 | $2.19M | 0.03% | −347−7.6% | Reduced |
| BNP Paribas Arbitrage, SA | 4,418 | $2.30M | 0.00% | +3,290+291.7% | Added |
| Dark Forest Capital Management LP | 4,439 | $2.31M | 0.11% | +2,258+103.5% | Added |
| State of Alaska, Department of Revenue | 4,440 | $2.31M | 0.03% | −242−5.2% | Reduced |
| Teacher Retirement System of Texas | 4,490 | $2.33M | 0.01% | +18+0.4% | Added |
| Manufacturers Life Insurance Company, The | 4,490 | $2.33M | 0.00% | +199+4.6% | Added |
| Engineers Gate Manager LP | 4,535 | $2.36M | 0.04% | +3,404+301.0% | Added |
| Oppenheimer Asset Management Inc. | 4,610 | $2.40M | 0.03% | +113+2.5% | Added |
| Brinker Capital Investments, LLC | 4,635 | $2.41M | 0.02% | +194+4.4% | Added |
| Orion Portfolio Solutions, LLC | 4,635 | $2.41M | 0.02% | +194+4.4% | Added |
| MetLife Investment Management | 4,679 | $2.43M | 0.01% | −344−6.8% | Reduced |
| First Eagle Investment Management, LLC | 4,728 | $2.46M | 0.01% | −3,400−41.8% | Reduced |
| CI Private Wealth, LLC | 4,736 | $2.46M | 0.00% | −1,154−19.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,799 | $2.49M | 0.01% | +90+1.9% | Added |
| Intech Investment Management LLC | 4,951 | $2.57M | 0.03% | +791+19.0% | Added |
| Cresset Asset Management, LLC | 4,971 | $2.58M | 0.01% | −273−5.2% | Reduced |
| Castleark Management LLC | 5,000 | $2.60M | 0.09% | +5,000 | New |
| Anchor Capital Advisors LLC | 5,092 | $2.65M | 0.08% | −183−3.5% | Reduced |
| SEI Investments Co | 5,345 | $2.78M | 0.00% | −1,966−26.9% | Reduced |
| Voya Investment Management LLC | 5,511 | $2.86M | 0.00% | +1,018+22.7% | Added |
| Rafferty Asset Management, LLC | 5,703 | $2.96M | 0.01% | +220+4.0% | Added |
| Trexquant Investment LP | 5,906 | $3.07M | 0.04% | +5,906 | New |
| Crown Advisors Management, Inc. | 6,000 | $3.12M | 2.75% | −6,000−50.0% | Reduced |
| Prelude Capital Management, LLC | 6,023 | $3.13M | 0.32% | −2,165−26.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,046 | $3.14M | 0.03% | 00.0% | Unchanged |
| Man Group plc | 6,708 | $3.49M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 6,921 | $3.60M | 0.00% | −87−1.2% | Reduced |
| Zacks Investment Management | 6,985 | $3.63M | 0.03% | +6,985 | New |
| First Trust Advisors LP | 7,227 | $3.76M | 0.00% | +2,428+50.6% | Added |
| Tudor Investment Corp Et Al | 7,443 | $3.87M | 0.03% | +7,443 | New |
| Great West Life Assurance Co | 7,666 | $3.98M | 0.01% | −750−8.9% | Reduced |
| Thrivent Financial for Lutherans | 8,033 | $4.17M | 0.01% | −380−4.5% | Reduced |
| Wells Fargo & Company | 8,104 | $4.21M | 0.00% | +3,914+93.4% | Added |
| Watchman Group, Inc. | 8,164 | $4.24M | 1.19% | −961−10.5% | Reduced |
| Confluence Investment Management LLC | 8,359 | $4.34M | 0.06% | −1,244−13.0% | Reduced |
| EAM Investors, LLC | 8,621 | $4.48M | 0.77% | +8,621 | New |
| Alliancebernstein L.P. | 9,006 | $4.68M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 9,123 | $4.74M | 0.01% | +3,612+65.5% | Added |
| Atom Investors LP | 9,556 | $4.97M | 0.61% | −2,959−23.6% | Reduced |
| Ancora Advisors, LLC | 9,900 | $5.14M | 0.11% | −170−1.7% | Reduced |
| Quantedge Capital Pte Ltd | 10,400 | $5.40M | 1.71% | +3,400+48.6% | Added |
| American Century Companies Inc | 10,678 | $5.55M | 0.00% | −26,826−71.5% | Reduced |
| Marks Group Wealth Management, Inc | 10,820 | $5.62M | 0.54% | −406−3.6% | Reduced |
| Prudential Financial Inc | 10,914 | $5.67M | 0.01% | +27+0.2% | Added |
| Franklin Resources Inc | 10,933 | $5.68M | 0.00% | −461−4.0% | Reduced |
| Susquehanna International Group, LLP | 11,259 | $5.85M | 0.01% | +6,264+125.4% | Added |
| Citadel Advisors LLC | 11,518 | $5.99M | 0.01% | +2,184+23.4% | Added |
| Russell Investments Group, Ltd. | 12,268 | $6.37M | 0.01% | −454−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,403 | $6.40M | 0.01% | +4,779+62.7% | Added |
| Truist Financial Corp | 12,385 | $6.44M | 0.01% | +92+0.7% | Added |
| Raymond James Financial Inc | 12,551 | $6.52M | 0.00% | −820−6.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 12,944 | $6.73M | 2.39% | +211+1.7% | Added |
| Point72 Asset Management, L.P. | 13,485 | $7.01M | 0.02% | +13,485 | New |
| Aviance Capital Partners, LLC | 13,752 | $7.15M | 1.01% | −4,817−25.9% | Reduced |
| Norges Bank | 13,857 | $7.20M | 0.00% | −25,876−65.1% | Reduced |
| Deutsche Bank AG | 14,048 | $7.30M | 0.00% | −4,770−25.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 14,229 | $7.39M | 0.05% | +14,229 | New |
| Allianz Asset Management GmbH | 14,706 | $7.64M | 0.01% | +103+0.7% | Added |
| Interval Partners, LP | 14,895 | $7.74M | 0.27% | +14,895 | New |
| Swiss National Bank | 14,900 | $7.74M | 0.01% | +300+2.1% | Added |
| Victory Capital Management Inc | 14,953 | $7.77M | 0.01% | +7,598+103.3% | Added |
| First Sabrepoint Capital Management LP | 15,000 | $7.79M | 3.26% | +2,250+17.6% | Added |
| Kennedy Capital Management, Inc. | 15,807 | $8.21M | 0.20% | −16,273−50.7% | Reduced |
| Ballast Asset Management, LP | 15,911 | $8.27M | 4.36% | +234+1.5% | Added |
| Barclays PLC | 16,351 | $8.50M | 0.00% | +71+0.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,466 | $8.56M | 0.02% | +16,466 | New |
| UBS Asset Management Americas Inc | 17,876 | $9.29M | 0.00% | +2,384+15.4% | Added |
| Bank of America Corp | 17,879 | $9.29M | 0.00% | +9,315+108.8% | Added |
| Royal Bank of Canada | 18,951 | $9.85M | 0.00% | +934+5.2% | Added |
| Citigroup Inc | 19,809 | $10.3M | 0.01% | +2,266+12.9% | Added |
| UBS Group AG | 20,382 | $10.6M | 0.00% | −3,346−14.1% | Reduced |
| EULAV Asset Management | 20,800 | $10.8M | 0.27% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,060 | $10.9M | 0.02% | +13,313+171.8% | Added |
| Neuberger Berman Group LLC | 21,297 | $11.1M | 0.01% | +19,814+1,336.1% | Added |
| Legal & General Group Plc | 21,393 | $11.1M | 0.00% | −814−3.7% | Reduced |
| Capital Research Global Investors | 22,104 | $11.5M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 22,609 | $11.7M | 0.00% | +22,609 | New |
| Harbor Capital Advisors, Inc. | 22,904 | $11.9M | 0.54% | −137−0.6% | Reduced |
| Rhumbline Advisers | 23,210 | $12.1M | 0.01% | −236−1.0% | Reduced |
| Robeco Schweiz AG | 25,300 | $13.1M | 0.32% | +2,100+9.1% | Added |
| Assenagon Asset Management S.A. | 25,997 | $13.5M | 0.02% | −5,318−17.0% | Reduced |
| Public Sector Pension Investment Board | 28,786 | $15.0M | 0.06% | +8,546+42.2% | Added |
| JPMorgan Chase & Co | 30,057 | $15.6M | 0.00% | −13,533−31.0% | Reduced |
| Cerity Partners LLC | 30,557 | $15.9M | 0.03% | +296+1.0% | Added |
| SG Capital Management LLC | 31,667 | $16.5M | 1.65% | −15,048−32.2% | Reduced |
| Envestnet Asset Management Inc | 32,322 | $16.8M | 0.01% | −35−0.1% | Reduced |
| Goldman Sachs Group Inc | 32,522 | $16.9M | 0.00% | −16,534−33.7% | Reduced |
| Osterweis Capital Management Inc | 33,337 | $17.3M | 0.86% | −5,164−13.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,612 | $18.0M | 0.07% | −24,053−41.0% | Reduced |
| Royce & Associates LP | 38,134 | $19.8M | 0.21% | −6,041−13.7% | Reduced |