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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, Q2 2025

Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
315
−15 vs. Q1 2025
Shares held
7.58M
−79.5K (−1.0%) vs. Q1 2025
Total value
$3.29B
−$685.2M (−17.2%) vs. Q1 2025
New holders
41
104 more added
Sold out
56
137 more reduced

4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 holdersQ2 2025: 315 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 heldQ2 2025: $3.29B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2025.

Institutions holding CVCO in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$4340.00%−5−83.3%Reduced
Larson Financial Group LLC1$4340.00%+1New
Bruce G. Allen Investments, LLC1$4340.00%+1New
SJS Investment Consulting Inc.1$4350.00%−1−50.0%Reduced
South State Corp.2$8690.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2$8690.00%00.0%Unchanged
Assetmark, Inc2$8690.00%+2New
Global Retirement Partners, LLC2$8690.00%+2New
Annis Gardner Whiting Capital Advisors, LLC2$8690.00%+2New
Picton Mahoney Asset Management3$1.00K0.00%−2,227−99.9%Reduced
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Millstone Evans Group, LLC3$1.30K0.00%00.0%Unchanged
Atlantic Trust, LLC3$1.30K0.00%+3New
Center for Financial Planning, Inc.4$1.74K0.00%00.0%Unchanged
Tortoise Investment Management, LLC4$1.74K0.00%+4New
Cornerstone Planning Group LLC4$1.78K0.00%00.0%Unchanged
Hantz Financial Services, Inc.5$2.00K0.00%+5New
Farmers & Merchants Investments Inc5$2.17K0.00%00.0%Unchanged
Federation des caisses Desjardins du Quebec5$2.17K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$2.17K0.00%00.0%Unchanged
Massmutual Trust Co FSB5$2.17K0.00%+1+25.0%Added
Fortitude Family Office, LLC5$2.17K0.00%+3+150.0%Added
JFS Wealth Advisors, LLC5$2.17K0.00%−1−16.7%Reduced
Rothschild Investment LLC6$2.61K0.00%−5−45.5%Reduced
High Note Wealth, LLC8$3.48K0.00%+3+60.0%Added
MAI Capital Management8$3.48K0.00%+8New
Private Trust Co NA9$3.91K0.00%−9−50.0%Reduced
SBI Securities Co., Ltd.10$4.34K0.00%+1+11.1%Added
True Wealth Design, LLC10$4.34K0.00%+1+11.1%Added
Skopos Labs, Inc.11$4.78K0.00%−20−64.5%Reduced
Signaturefd, LLC11$4.78K0.00%−9−45.0%Reduced
Private Wealth Management Group, LLC11$4.78K0.00%00.0%Unchanged
Versant Capital Management, Inc12$5.21K0.00%+7+140.0%Added
Bare Financial Services, Inc12$5.21K0.00%+10+500.0%Added
Avalon Trust Co12$5.21K0.00%00.0%Unchanged
LRI Investments, LLC13$5.65K0.00%+13New
Hemington Wealth Management14$6.00K0.00%−1−6.7%Reduced
IFP Advisors, Inc0$6.08K0.00%0New
Quarry LP16$6.95K0.00%+16New
Rise Advisors, LLC18$7.82K0.00%00.0%Unchanged
Sterling Capital Management LLC19$8.25K0.00%+11+137.5%Added
Twin Peaks Wealth Advisors, LLC20$9.48K0.00%+20New
Kestra Investment Management, LLC20$9.54K0.00%+10+100.0%Added
Optiver Holding B.V.22$9.56K0.00%−7−24.1%Reduced
Hollencrest Capital Management25$10.9K0.00%00.0%Unchanged
Caitong International Asset Management Co., Ltd25$10.9K0.01%+24+2,400.0%Added
Clearstead Advisors, LLC29$12.6K0.00%+29New
GWM Advisors LLC34$14.8K0.00%−1−2.9%Reduced
Harbour Investments, Inc.34$14.8K0.00%00.0%Unchanged
Umb Bank N A34$14.8K0.00%+11+47.8%Added
Principal Securities, Inc.37$16.1K0.00%−4−9.8%Reduced
Nomura Asset Management Co Ltd40$17.4K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC48$20.9K0.00%+23+92.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.63$27.0K0.00%+63New
Mountain Hill Investment Partners Corp.65$28.2K0.02%+15+30.0%Added
Parallel Advisors, LLC67$29.1K0.00%−5−6.9%Reduced
CIBC Private Wealth Group, LLC69$30.0K0.00%−1,709−96.1%Reduced
Financial Management Professionals, Inc.78$33.9K0.00%−128−62.1%Reduced
Farther Finance Advisors, LLC88$38.2K0.00%+53+151.4%Added
Danske Bank A/S100$43.4K0.00%+100New
Public Employees Retirement System of Ohio118$51.3K0.00%−11−8.5%Reduced
Advisor Group Holdings, Inc.120$57.3K0.00%+65+118.2%Added
CWM, LLC134$58.0K0.00%−23−14.6%Reduced
Parkside Financial Bank & Trust134$58.2K0.01%+127+1,814.3%Added
Smartleaf Asset Management LLC146$62.8K0.01%−4−2.7%Reduced
Jones Financial Companies LLLP175$75.4K0.00%+90+105.9%Added
Simplex Trading, LLC186$80.0K0.00%+186New
Northwestern Mutual Wealth Management Co199$86.5K0.00%+22+12.4%Added
Covestor Ltd199$87.0K0.05%−2−1.0%Reduced
Avanza Fonder AB239$103.8K0.00%−141−37.1%Reduced
KBC Group NV253$110.0K0.00%−77−23.3%Reduced
GAMMA Investing LLC309$134.2K0.01%−132−29.9%Reduced
Shell Asset Management Co321$139.0K0.00%−72−18.3%Reduced
St Germain D J Co Inc359$156.0K0.01%+359New
Fifth Third Bancorp399$173.3K0.00%+5+1.3%Added
Canada Pension Plan Investment Board400$173.8K0.00%−300−42.9%Reduced
New Age Alpha Advisors, LLC408$177.2K0.01%−8−1.9%Reduced
Burney Co475$206.4K0.01%00.0%Unchanged
DRW Securities, LLC478$207.7K0.01%+478New
Kingswood Wealth Advisors, LLC481$209.0K0.02%−59−10.9%Reduced
Mitsubishi UFJ Asset Management (UK) Ltd.500$217.0K0.11%00.0%Unchanged
Penserra Capital Management LLC512$222.0K0.00%−74−12.6%Reduced
Avantax Advisory Services, Inc.538$233.8K0.00%+22+4.3%Added
Evergreen Capital Management LLC549$238.5K0.01%−24−4.2%Reduced
Coldstream Capital Management Inc554$240.7K0.00%+1+0.2%Added
Stephens Inc564$245.0K0.00%−65−10.3%Reduced
Petrus Trust Company, LTA577$250.7K0.03%+577New
Xponance, Inc.594$258.1K0.00%−15−2.5%Reduced
The PNC Financial Services Group, Inc.612$265.9K0.00%−2−0.3%Reduced
Brevan Howard Capital Management LP646$280.6K0.00%−1,900−74.6%Reduced
HighPoint Advisor Group LLC679$295.0K0.02%−87−11.4%Reduced
Commonwealth Equity Services, LLC696$302.0K0.00%+15+2.2%Added
Verus Capital Partners, LLC711$308.9K0.03%+51+7.7%Added
Tower Research Capital LLC (TRC)736$319.7K0.01%+713+3,100.0%Added
Zhang Financial LLC738$320.6K0.01%+738New
SummitTX Capital, L.P.739$321.0K0.01%+739New
Zurcher Kantonalbank (Zurich Cantonalbank)752$326.7K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.780$338.9K0.01%−33−4.1%Reduced
Moloney Securities Asset Management, LLC795$345.4K0.04%+277+53.5%Added
Yorktown Management & Research Co Inc800$347.5K0.33%00.0%Unchanged