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 |
|---|---|---|---|---|---|
| Prelude Capital Management, LLC | 6,023 | $3.13M | 0.32% | −2,165−26.4% | Reduced |
| Crown Advisors Management, Inc. | 6,000 | $3.12M | 2.75% | −6,000−50.0% | Reduced |
| Trexquant Investment LP | 5,906 | $3.07M | 0.04% | +5,906 | New |
| Rafferty Asset Management, LLC | 5,703 | $2.96M | 0.01% | +220+4.0% | Added |
| Voya Investment Management LLC | 5,511 | $2.86M | 0.00% | +1,018+22.7% | Added |
| SEI Investments Co | 5,345 | $2.78M | 0.00% | −1,966−26.9% | Reduced |
| Anchor Capital Advisors LLC | 5,092 | $2.65M | 0.08% | −183−3.5% | Reduced |
| Castleark Management LLC | 5,000 | $2.60M | 0.09% | +5,000 | New |
| Cresset Asset Management, LLC | 4,971 | $2.58M | 0.01% | −273−5.2% | Reduced |
| Intech Investment Management LLC | 4,951 | $2.57M | 0.03% | +791+19.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 4,799 | $2.49M | 0.01% | +90+1.9% | Added |
| CI Private Wealth, LLC | 4,736 | $2.46M | 0.00% | −1,154−19.6% | Reduced |
| First Eagle Investment Management, LLC | 4,728 | $2.46M | 0.01% | −3,400−41.8% | Reduced |
| MetLife Investment Management | 4,679 | $2.43M | 0.01% | −344−6.8% | Reduced |
| 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 |
| Oppenheimer Asset Management Inc. | 4,610 | $2.40M | 0.03% | +113+2.5% | Added |
| Engineers Gate Manager LP | 4,535 | $2.36M | 0.04% | +3,404+301.0% | Added |
| 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 |
| State of Alaska, Department of Revenue | 4,440 | $2.31M | 0.03% | −242−5.2% | Reduced |
| Dark Forest Capital Management LP | 4,439 | $2.31M | 0.11% | +2,258+103.5% | Added |
| BNP Paribas Arbitrage, SA | 4,418 | $2.30M | 0.00% | +3,290+291.7% | Added |
| Illinois Municipal Retirement Fund | 4,218 | $2.19M | 0.03% | −347−7.6% | Reduced |
| Creative Planning | 4,213 | $2.19M | 0.00% | +1,006+31.4% | Added |
| Corebridge Financial, Inc. | 4,198 | $2.18M | 0.01% | −205−4.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $2.08M | 0.27% | 00.0% | Unchanged |
| State of Wyoming | 3,894 | $2.02M | 0.27% | +828+27.0% | Added |
| Louisiana State Employees Retirement System | 3,800 | $1.97M | 0.04% | −100−2.6% | Reduced |
| State of New Jersey Common Pension Fund D | 3,732 | $1.94M | 0.01% | −722−16.2% | Reduced |
| Boston Partners | 3,691 | $1.92M | 0.00% | +78+2.2% | Added |
| Marshall Wace, LLP | 3,657 | $1.90M | 0.00% | +816+28.7% | Added |
| State of Tennessee, Treasury Department | 3,521 | $1.83M | 0.01% | −535−13.2% | Reduced |
| Credit Agricole S A | 3,518 | $1.83M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 3,484 | $1.81M | 0.01% | −85−2.4% | Reduced |
| Verition Fund Management LLC | 3,438 | $1.79M | 0.01% | −10−0.3% | Reduced |
| HSBC Holdings PLC | 3,430 | $1.77M | 0.00% | −288−7.7% | Reduced |
| Lazard Asset Management LLC | 3,358 | $1.74M | 0.00% | +3,013+873.3% | Added |
| Keeley-Teton Advisors, LLC | 3,245 | $1.69M | 0.20% | −39−1.2% | Reduced |
| Ensign Peak Advisors, Inc | 3,180 | $1.65M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 3,103 | $1.61M | 0.00% | −521−14.4% | Reduced |
| Amundi | 3,248 | $1.58M | 0.00% | −841−20.6% | Reduced |
| Yousif Capital Management, LLC | 2,991 | $1.55M | 0.02% | −96−3.1% | Reduced |
| Qube Research & Technologies Ltd | 2,970 | $1.54M | 0.00% | −12,860−81.2% | Reduced |
| New York State Common Retirement Fund | 2,671 | $1.39M | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,644 | $1.37M | 0.04% | +2,644 | New |
| New York State Teachers Retirement System | 2,586 | $1.34M | 0.00% | −100−3.7% | Reduced |
| Brevan Howard Capital Management LP | 2,546 | $1.32M | 0.04% | +2,546 | New |
| Nebula Research & Development LLC | 2,517 | $1.31M | 0.12% | +1,024+68.6% | Added |
| Quest Partners LLC | 2,430 | $1.26M | 0.14% | +1,497+160.5% | Added |
| OP Asset Management Ltd | 2,426 | $1.26M | 0.02% | +2,426 | New |
| STRS Ohio | 2,400 | $1.25M | 0.01% | −300−11.1% | Reduced |
| Maryland State Retirement & Pension System | 2,351 | $1.22M | 0.03% | −379−13.9% | Reduced |
| Renaissance Technologies LLC | 2,346 | $1.22M | 0.00% | −1,200−33.8% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,312 | $1.20M | 0.03% | +192+9.1% | Added |
| SkyView Investment Advisors, LLC | 2,312 | $1.20M | 0.18% | −15−0.6% | Reduced |
| Amalgamated Bank | 2,283 | $1.19M | 0.01% | −102−4.3% | Reduced |
| Resources Investment Advisors, LLC. | 2,229 | $1.16M | 0.01% | +87+4.1% | Added |
| Picton Mahoney Asset Management | 2,230 | $1.16M | 0.04% | +2,227+74,233.3% | Added |
| Arizona State Retirement System | 2,197 | $1.14M | 0.01% | +41+1.9% | Added |
| Hunter Perkins Capital Management, LLC | 2,183 | $1.13M | 0.26% | −295−11.9% | Reduced |
| Sheets Smith Wealth Management | 2,170 | $1.13M | 0.14% | +86+4.1% | Added |
| Meeder Asset Management Inc | 2,146 | $1.12M | 0.08% | +2,146 | New |
| LPL Financial LLC | 2,127 | $1.11M | 0.00% | +13+0.6% | Added |
| Mariner, LLC | 2,030 | $1.05M | 0.00% | +104+5.4% | 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 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,918 | $996.6K | 0.01% | +187+10.8% | Added |
| ProShare Advisors LLC | 1,892 | $983.1K | 0.00% | −600−24.1% | Reduced |
| Jefferies Financial Group Inc. | 1,887 | $980.5K | 0.02% | +1,887 | New |
| HRT Financial LP | 1,851 | $961.0K | 0.01% | −6,060−76.6% | Reduced |
| PDT Partners, LLC | 1,843 | $957.7K | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1,797 | $933.8K | 0.02% | −147−7.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 1,787 | $928.6K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 1,784 | $927.0K | 0.01% | +1,010+130.5% | Added |
| US Bancorp | 1,723 | $895.3K | 0.00% | −267−13.4% | Reduced |
| Aristides Capital LLC | 1,651 | $857.9K | 0.32% | +531+47.4% | Added |
| West Coast Financial LLC | 1,650 | $857.4K | 0.10% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,778 | $817.6K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,571 | $816.3K | 0.00% | +40+2.6% | Added |
| SG Americas Securities, LLC | 1,568 | $815.0K | 0.00% | +1,568 | New |
| Two Sigma Securities, LLC | 1,563 | $812.2K | 0.12% | +1,007+181.1% | Added |
| Huntleigh Advisors, Inc. | 1,467 | $762.3K | 0.13% | +204+16.2% | Added |
| Moran Wealth Management, LLC | 1,429 | $742.6K | 0.02% | −24−1.7% | Reduced |
| Walleye Capital LLC | 1,408 | $731.6K | 0.01% | +1,408 | New |
| Pathstone Holdings, LLC | 1,399 | $727.0K | 0.00% | −205−12.8% | Reduced |
| Bank of Montreal | 1,359 | $706.2K | 0.00% | +285+26.5% | Added |
| Everence Capital Management Inc | 1,330 | $691.0K | 0.05% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 1,337 | $688.0K | 0.03% | +1,337 | New |
| Regions Financial Corp | 1,278 | $664.1K | 0.00% | −47−3.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,247 | $648.0K | 0.02% | +1,247 | New |
| Pictet Asset Management Holding SA | 1,195 | $621.0K | 0.00% | +78+7.0% | Added |
| Aviva PLC | 1,186 | $616.3K | 0.00% | −64−5.1% | Reduced |
| Mutual of America Capital Management LLC | 1,167 | $606.4K | 0.01% | −62−5.0% | Reduced |
| Mackenzie Financial Corp | 1,164 | $604.8K | 0.00% | +616+112.4% | Added |
| Captrust Financial Advisors | 1,152 | $598.6K | 0.00% | −177−13.3% | Reduced |
| Convergence Investment Partners, LLC | 1,136 | $590.3K | 0.16% | +1,136 | New |
| State Board of Administration of Florida Retirement System | 1,111 | $577.3K | 0.00% | +591+113.7% | Added |
| MML Investors Services, LLC | 1,080 | $561.0K | 0.00% | +129+13.6% | Added |
| Wolverine Trading, LLC | 1,089 | $559.7K | 0.02% | +1,089 | New |