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 |
|---|---|---|---|---|---|
| Guidance Capital, Inc | 1,044 | $535.0K | 0.16% | +89+9.3% | Added |
| Banque Pictet & Cie SA | 1,027 | $533.7K | 0.01% | +1,027 | New |
| Public Employees Retirement Association of Colorado | 979 | $509.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 947 | $492.1K | 0.00% | +8+0.9% | Added |
| O'Shaughnessy Asset Management, LLC | 929 | $482.7K | 0.00% | +166+21.8% | Added |
| Lakewood Asset Management LLC | 898 | $466.6K | 0.31% | −21−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 892 | $463.5K | 0.00% | +10+1.1% | Added |
| Quadrant Capital Group LLC | 873 | $453.6K | 0.02% | +682+357.1% | Added |
| XTX Topco Ltd | 866 | $450.0K | 0.02% | −1,071−55.3% | Reduced |
| Balyasny Asset Management LLC | 847 | $440.1K | 0.00% | +25+3.0% | Added |
| Occudo Quantitative Strategies LP | 840 | $431.7K | 0.06% | −29−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 813 | $422.5K | 0.01% | −53−6.1% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 810 | $420.9K | 0.22% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 801 | $416.2K | 0.06% | +801 | New |
| Yorktown Management & Research Co Inc | 800 | $415.7K | 0.45% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 791 | $411.0K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $390.8K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 750 | $389.7K | 0.00% | −34−4.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 746 | $387.6K | 0.01% | +746 | New |
| HighPoint Advisor Group LLC | 766 | $381.4K | 0.02% | +2+0.3% | Added |
| Jump Financial, LLC | 733 | $380.9K | 0.01% | +733 | New |
| 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 |
| D. E. Shaw & Co., Inc. | 699 | $363.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 681 | $354.0K | 0.00% | −10−1.4% | Reduced |
| ISAM Funds (UK) Ltd | 680 | $353.3K | 0.17% | +183+36.8% | Added |
| Verus Capital Partners, LLC | 660 | $343.0K | 0.03% | +115+21.1% | Added |
| Vident Advisory, LLC | 653 | $339.3K | 0.00% | −2,900−81.6% | Reduced |
| Stephens Inc | 629 | $326.8K | 0.00% | +23+3.8% | Added |
| The PNC Financial Services Group, Inc. | 614 | $319.1K | 0.00% | −3−0.5% | Reduced |
| Xponance, Inc. | 609 | $316.5K | 0.00% | +13+2.2% | Added |
| Freestone Grove Partners LP | 602 | $312.8K | 0.00% | −1,125−65.1% | Reduced |
| Penserra Capital Management LLC | 586 | $304.0K | 0.01% | −72−10.9% | Reduced |
| Evergreen Capital Management LLC | 573 | $297.7K | 0.01% | +40+7.5% | Added |
| Coldstream Capital Management Inc | 553 | $287.4K | 0.01% | +68+14.0% | Added |
| Magnetar Financial LLC | 541 | $281.1K | 0.00% | +541 | New |
| Kingswood Wealth Advisors, LLC | 540 | $280.6K | 0.03% | −30−5.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 536 | $278.5K | 0.00% | −78−12.7% | Reduced |
| Bridgewater Associates, LP | 529 | $274.9K | 0.00% | +529 | New |
| Crossmark Global Holdings, Inc. | 521 | $270.7K | 0.00% | −101−16.2% | Reduced |
| Atria Investments LLC | 520 | $270.2K | 0.00% | −288−35.6% | Reduced |
| Summit Global Investments | 520 | $270.0K | 0.02% | −10−1.9% | Reduced |
| Moloney Securities Asset Management, LLC | 518 | $269.2K | 0.04% | +518 | New |
| Avantax Advisory Services, Inc. | 516 | $268.3K | 0.00% | −204−28.3% | Reduced |
| United Services Automobile Association | 518 | $266.2K | 0.01% | +518 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $260.0K | 0.14% | −2,000−80.0% | Reduced |
| Two Sigma Advisers, LP | 500 | $259.8K | 0.00% | −1,700−77.3% | Reduced |
| Burney Co | 475 | $246.8K | 0.01% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 473 | $245.8K | 0.05% | +473 | New |
| Ieq Capital, LLC | 466 | $242.1K | 0.00% | +466 | New |
| M&T Bank Corp | 464 | $241.6K | 0.00% | −30−6.1% | Reduced |
| JustInvest LLC | 459 | $238.5K | 0.00% | +459 | New |
| GAMMA Investing LLC | 441 | $229.2K | 0.02% | +123+38.7% | Added |
| Quantinno Capital Management LP | 439 | $228.1K | 0.00% | +439 | New |
| GTS Securities LLC | 438 | $227.6K | 0.01% | +438 | New |
| Vestcor Inc | 432 | $224.0K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 431 | $224.0K | 0.00% | +431 | New |
| New Age Alpha Advisors, LLC | 416 | $216.2K | 0.01% | −66−13.7% | Reduced |
| Davenport & Co LLC | 400 | $207.9K | 0.00% | +400 | New |
| Susquehanna Portfolio Strategies, LLC | 400 | $207.9K | 0.09% | +400 | New |
| Fifth Third Bancorp | 394 | $204.7K | 0.00% | +11+2.9% | Added |
| Shell Asset Management Co | 393 | $204.0K | 0.01% | −17−4.1% | Reduced |
| Avanza Fonder AB | 380 | $200.5K | 0.01% | −92−19.5% | Reduced |
| KBC Group NV | 330 | $171.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 305 | $158.5K | 0.01% | +305 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 290 | $150.5K | 0.04% | +290 | New |
| Point72 (DIFC) Ltd | 265 | $137.6K | 0.01% | +265 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 215 | $112.0K | 0.00% | +215 | New |
| Financial Management Professionals, Inc. | 206 | $107.0K | 0.01% | −18−8.0% | Reduced |
| Covestor Ltd | 201 | $105.0K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 177 | $92.0K | 0.00% | +171+2,850.0% | Added |
| CWM, LLC | 157 | $82.0K | 0.00% | +48+44.0% | Added |
| Harvest Fund Management Co., Ltd | 151 | $78.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 150 | $77.1K | 0.01% | −11−6.8% | Reduced |
| Mather Group, LLC. | 142 | $73.8K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 129 | $67.0K | 0.00% | +1+0.8% | Added |
| Jones Financial Companies LLLP | 85 | $43.7K | 0.00% | +49+136.1% | Added |
| Parallel Advisors, LLC | 72 | $37.4K | 0.00% | +4+5.9% | Added |
| Trivant Custom Portfolio Group, LLC | 60 | $31.2K | 0.02% | −30−33.3% | Reduced |
| Advisor Group Holdings, Inc. | 55 | $28.6K | 0.00% | −1,461−96.4% | Reduced |
| Mountain Hill Investment Partners Corp. | 50 | $26.0K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 40 | $20.8K | 0.00% | +40 | New |
| Principal Securities, Inc. | 41 | $18.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 35 | $18.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $18.1K | 0.00% | +27+337.5% | Added |
| Harbour Investments, Inc. | 34 | $17.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 31 | $16.1K | 0.00% | +31 | New |
| Cullen/Frost Bankers, Inc. | 30 | $15.6K | 0.00% | +30 | New |
| Optiver Holding B.V. | 29 | $15.1K | 0.00% | +29 | New |
| Hollencrest Capital Management | 25 | $13.0K | 0.00% | 00.0% | Unchanged |
| Promethos Capital, LLC | 25 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $13.0K | 0.00% | +9+56.3% | Added |
| Tower Research Capital LLC (TRC) | 23 | $12.0K | 0.00% | −467−95.3% | Reduced |
| Ronald Blue Trust, Inc. | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 23 | $12.0K | 0.00% | +5+27.8% | Added |
| Signaturefd, LLC | 20 | $10.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $9.35K | 0.00% | −1−5.3% | Reduced |
| Rise Advisors, LLC | 18 | $9.35K | 0.00% | +18 | New |
| Hemington Wealth Management | 15 | $7.00K | 0.00% | −1−6.3% | Reduced |
| Avalon Trust Co | 12 | $6.24K | 0.00% | 00.0% | Unchanged |