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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 810 | $351.9K | 0.16% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 819 | $355.8K | 0.01% | −54−6.2% | Reduced |
| Stifel Financial Corp | 838 | $364.1K | 0.00% | −109−11.5% | Reduced |
| Nisa Investment Advisors, LLC | 840 | $364.9K | 0.00% | −52−5.8% | Reduced |
| Vestcor Inc | 851 | $370.0K | 0.01% | +419+97.0% | Added |
| NorthCrest Asset Manangement, LLC | 840 | $384.2K | 0.01% | −407−32.6% | Reduced |
| Magnetar Financial LLC | 898 | $390.1K | 0.00% | +357+66.0% | Added |
| Lakewood Asset Management LLC | 899 | $390.6K | 0.26% | +1+0.1% | Added |
| MML Investors Services, LLC | 925 | $402.0K | 0.00% | −155−14.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 929 | $403.6K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 941 | $408.8K | 0.00% | −843−47.3% | Reduced |
| Axq Capital, LP | 946 | $411.0K | 0.13% | +946 | New |
| HSBC Holdings PLC | 949 | $412.2K | 0.00% | −2,481−72.3% | Reduced |
| Banque Pictet & Cie SA | 962 | $417.9K | 0.00% | −65−6.3% | Reduced |
| Public Employees Retirement Association of Colorado | 979 | $425.0K | 0.00% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 1,029 | $447.0K | 0.00% | −138−11.8% | Reduced |
| Guidance Capital, Inc | 1,086 | $459.2K | 0.13% | +42+4.0% | Added |
| Aviva PLC | 1,062 | $461.4K | 0.00% | −124−10.5% | Reduced |
| Regions Financial Corp | 1,079 | $468.8K | 0.00% | −199−15.6% | Reduced |
| Captrust Financial Advisors | 1,081 | $469.6K | 0.00% | −71−6.2% | Reduced |
| Holocene Advisors, LP | 1,083 | $470.5K | 0.00% | +1,083 | New |
| Aristides Capital LLC | 1,120 | $486.6K | 0.15% | −531−32.2% | Reduced |
| R Squared Ltd | 1,150 | $499.6K | 0.28% | +1,150 | New |
| Pictet Asset Management Holding SA | 1,161 | $504.4K | 0.00% | −34−2.8% | Reduced |
| Mackenzie Financial Corp | 1,164 | $505.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,173 | $509.6K | 0.06% | −2,721−69.9% | Reduced |
| Park Avenue Securities LLC | 1,189 | $517.0K | 0.00% | +1,189 | New |
| Wolverine Trading, LLC | 1,217 | $523.7K | 0.01% | +128+11.8% | Added |
| Pathstone Holdings, LLC | 1,238 | $537.8K | 0.00% | −161−11.5% | Reduced |
| Polymer Capital Management (US) LLC | 1,240 | $538.7K | 0.09% | +1,240 | New |
| Premier Fund Managers Ltd | 1,337 | $575.0K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,330 | $578.0K | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 1,364 | $592.6K | 0.00% | +5+0.4% | Added |
| Unique Wealth Strategies, LLC | 1,371 | $595.5K | 0.25% | +1,371 | New |
| Capstone Investment Advisors, LLC | 1,384 | $601.3K | 0.01% | +1,384 | New |
| Amundi | 1,325 | $608.7K | 0.00% | −1,923−59.2% | Reduced |
| Headlands Technologies LLC | 1,402 | $609.1K | 0.07% | +1,402 | New |
| US Bancorp | 1,414 | $614.3K | 0.00% | −309−17.9% | Reduced |
| Moran Wealth Management, LLC | 1,475 | $640.8K | 0.02% | +46+3.2% | Added |
| Huntleigh Advisors, Inc. | 1,548 | $672.5K | 0.13% | +81+5.5% | Added |
| Cresset Asset Management, LLC | 1,556 | $676.0K | 0.00% | −3,415−68.7% | Reduced |
| HighTower Advisors, LLC | 1,568 | $681.2K | 0.00% | −3−0.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 1,700 | $738.5K | 0.02% | +1,300+325.0% | Added |
| ProShare Advisors LLC | 1,710 | $742.9K | 0.00% | −182−9.6% | Reduced |
| SG Americas Securities, LLC | 1,714 | $745.0K | 0.00% | +146+9.3% | Added |
| Mariner, LLC | 1,735 | $753.7K | 0.00% | −295−14.5% | Reduced |
| GTS Securities LLC | 1,746 | $758.5K | 0.03% | +1,308+298.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,764 | $766.3K | 0.01% | −23−1.3% | Reduced |
| Two Sigma Advisers, LP | 1,800 | $782.0K | 0.00% | +1,300+260.0% | Added |
| Horizon Investments, LLC | 1,820 | $790.7K | 0.01% | +1,820 | New |
| Oregon Public Employees Retirement Fund | 1,837 | $798.0K | 0.01% | +40+2.2% | Added |
| PDT Partners, LLC | 1,843 | $800.7K | 0.05% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,005 | $871.0K | 0.05% | −141−6.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,057 | $893.6K | 0.00% | +139+7.2% | Added |
| KLP Kapitalforvaltning AS | 2,100 | $912.3K | 0.00% | +100+5.0% | Added |
| Summit Global Investments | 2,104 | $914.0K | 0.05% | +1,584+304.6% | Added |
| Resources Investment Advisors, LLC. | 2,148 | $933.2K | 0.01% | −81−3.6% | Reduced |
| Zacks Investment Management | 2,177 | $945.9K | 0.01% | −4,808−68.8% | Reduced |
| Arizona State Retirement System | 2,214 | $961.8K | 0.01% | +17+0.8% | Added |
| Sheets Smith Wealth Management | 2,214 | $961.8K | 0.11% | +44+2.0% | Added |
| Amalgamated Bank | 2,284 | $992.0K | 0.01% | +10.0% | Added |
| Bridgewater Associates, LP | 2,348 | $1.02M | 0.00% | +1,819+343.9% | Added |
| Maryland State Retirement & Pension System | 2,351 | $1.02M | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,372 | $1.02M | 0.15% | +60+2.6% | Added |
| Squarepoint Ops LLC | 2,365 | $1.03M | 0.00% | +2,365 | New |
| OP Asset Management Ltd | 2,426 | $1.05M | 0.02% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 2,482 | $1.08M | 0.01% | +2,482 | New |
| Cascade Investment Advisors, Inc. | 2,527 | $1.10M | 0.70% | +2,527 | New |
| Teachers Retirement System of the State of Kentucky | 2,557 | $1.11M | 0.01% | −3,489−57.7% | Reduced |
| New York State Teachers Retirement System | 2,586 | $1.12M | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,600 | $1.13M | 0.00% | +200+8.3% | Added |
| Creative Planning | 2,605 | $1.13M | 0.00% | −1,608−38.2% | Reduced |
| AQR Capital Management LLC | 2,609 | $1.13M | 0.00% | −494−15.9% | Reduced |
| Gotham Asset Management, LLC | 2,661 | $1.16M | 0.01% | +2,661 | New |
| New York State Common Retirement Fund | 2,671 | $1.16M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 2,697 | $1.17M | 0.00% | +570+26.8% | Added |
| Hunter Perkins Capital Management, LLC | 2,700 | $1.17M | 0.28% | +517+23.7% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,712 | $1.18M | 0.03% | +400+17.3% | Added |
| State Board of Administration of Florida Retirement System | 2,737 | $1.19M | 0.00% | +1,626+146.4% | Added |
| CI Private Wealth, LLC | 2,780 | $1.21M | 0.00% | −1,956−41.3% | Reduced |
| Caxton Associates LLP | 2,850 | $1.24M | 0.03% | +2,850 | New |
| Ensign Peak Advisors, Inc | 2,930 | $1.27M | 0.00% | −250−7.9% | Reduced |
| Yousif Capital Management, LLC | 2,988 | $1.30M | 0.01% | −3−0.1% | Reduced |
| Verition Fund Management LLC | 3,025 | $1.31M | 0.01% | −413−12.0% | Reduced |
| Centiva Capital, LP | 3,050 | $1.33M | 0.09% | +3,050 | New |
| XTX Topco Ltd | 3,094 | $1.34M | 0.06% | +2,228+257.3% | Added |
| Quest Partners LLC | 3,269 | $1.42M | 0.14% | +839+34.5% | Added |
| D. E. Shaw & Co., Inc. | 3,308 | $1.44M | 0.00% | +2,609+373.2% | Added |
| BNP Paribas Arbitrage, SA | 3,328 | $1.45M | 0.00% | −1,090−24.7% | Reduced |
| Comerica Bank | 3,392 | $1.47M | 0.01% | −92−2.6% | Reduced |
| Lazard Asset Management LLC | 3,432 | $1.49M | 0.00% | +74+2.2% | Added |
| Victory Capital Management Inc | 3,585 | $1.56M | 0.00% | −11,368−76.0% | Reduced |
| Boothbay Fund Management, LLC | 3,638 | $1.58M | 0.05% | +1,638+81.9% | Added |
| State of Tennessee, Treasury Department | 3,647 | $1.58M | 0.01% | +126+3.6% | Added |
| Louisiana State Employees Retirement System | 3,700 | $1.61M | 0.03% | −100−2.6% | Reduced |
| Twinbeech Capital LP | 3,720 | $1.62M | 0.04% | +3,720 | New |
| Vident Advisory, LLC | 3,765 | $1.64M | 0.02% | +3,112+476.6% | Added |
| State of New Jersey Common Pension Fund D | 3,773 | $1.64M | 0.01% | +41+1.1% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.74M | 0.21% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 4,065 | $1.77M | 0.02% | −570−12.3% | Reduced |