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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 4,085 | $1.77M | 0.02% | −525−11.4% | Reduced |
| Manufacturers Life Insurance Company, The | 4,103 | $1.78M | 0.00% | −387−8.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,185 | $1.82M | 0.00% | −614−12.8% | Reduced |
| Anchor Capital Advisors LLC | 4,226 | $1.84M | 0.05% | −866−17.0% | Reduced |
| Illinois Municipal Retirement Fund | 4,397 | $1.91M | 0.03% | +179+4.2% | Added |
| MetLife Investment Management | 4,600 | $2.00M | 0.01% | −79−1.7% | Reduced |
| State of Alaska, Department of Revenue | 4,769 | $2.07M | 0.02% | +329+7.4% | Added |
| SEI Investments Co | 4,781 | $2.08M | 0.00% | −564−10.6% | Reduced |
| Spears Abacus Advisors LLC | 4,824 | $2.10M | 0.04% | +4,033+509.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,246 | $2.28M | 0.06% | +5,246 | New |
| Schonfeld Strategic Advisors LLC | 5,303 | $2.30M | 0.02% | −8,926−62.7% | Reduced |
| Intech Investment Management LLC | 5,314 | $2.31M | 0.02% | +363+7.3% | Added |
| Assenagon Asset Management S.A. | 5,379 | $2.34M | 0.00% | −20,618−79.3% | Reduced |
| Voya Investment Management LLC | 5,412 | $2.35M | 0.00% | −99−1.8% | Reduced |
| First Trust Advisors LP | 5,931 | $2.58M | 0.00% | −1,296−17.9% | Reduced |
| Nebula Research & Development LLC | 6,293 | $2.73M | 0.23% | +3,776+150.0% | Added |
| Thrivent Financial for Lutherans | 6,419 | $2.79M | 0.01% | −1,614−20.1% | Reduced |
| Rafferty Asset Management, LLC | 6,503 | $2.83M | 0.01% | +800+14.0% | Added |
| Jane Street Group, LLC | 6,549 | $2.85M | 0.00% | −14,511−68.9% | Reduced |
| Engineers Gate Manager LP | 6,568 | $2.85M | 0.04% | +2,033+44.8% | Added |
| California State Teachers Retirement System | 6,878 | $2.99M | 0.00% | −43−0.6% | Reduced |
| Great West Life Assurance Co | 7,510 | $3.26M | 0.01% | −156−2.0% | Reduced |
| Confluence Investment Management LLC | 7,558 | $3.28M | 0.05% | −801−9.6% | Reduced |
| Quantedge Capital Pte Ltd | 7,700 | $3.35M | 3.06% | −2,700−26.0% | Reduced |
| American Century Companies Inc | 7,869 | $3.42M | 0.00% | −2,809−26.3% | Reduced |
| Crown Advisors Management, Inc. | 8,000 | $3.48M | 2.77% | +2,000+33.3% | Added |
| Watchman Group, Inc. | 8,141 | $3.54M | 0.92% | −23−0.3% | Reduced |
| Wells Fargo & Company | 8,486 | $3.69M | 0.00% | +382+4.7% | Added |
| Dark Forest Capital Management LP | 8,785 | $3.82M | 0.15% | +4,346+97.9% | Added |
| Prudential Financial Inc | 8,320 | $3.86M | 0.00% | −2,594−23.8% | Reduced |
| Ancora Advisors, LLC | 8,880 | $3.86M | 0.08% | −1,020−10.3% | Reduced |
| Alliancebernstein L.P. | 8,906 | $3.87M | 0.00% | −100−1.1% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,948 | $3.89M | 0.01% | −7,518−45.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,375 | $4.24M | 0.01% | −3,028−24.4% | Reduced |
| Two Sigma Investments, LP | 10,170 | $4.42M | 0.01% | +10,170 | New |
| Trexquant Investment LP | 10,306 | $4.48M | 0.05% | +4,400+74.5% | Added |
| Marks Group Wealth Management, Inc | 10,810 | $4.70M | 0.44% | −10−0.1% | Reduced |
| Truist Financial Corp | 11,174 | $4.85M | 0.01% | −1,211−9.8% | Reduced |
| Prelude Capital Management, LLC | 11,430 | $4.97M | 0.48% | +5,407+89.8% | Added |
| Susquehanna International Group, LLP | 11,455 | $4.98M | 0.01% | +196+1.7% | Added |
| Russell Investments Group, Ltd. | 11,647 | $5.06M | 0.01% | −621−5.1% | Reduced |
| Millennium Management LLC | 11,900 | $5.17M | 0.00% | −27,821−70.0% | Reduced |
| Ballast Asset Management, LP | 12,158 | $5.28M | 2.75% | −3,753−23.6% | Reduced |
| State of Wisconsin Investment Board | 12,212 | $5.31M | 0.01% | +3,089+33.9% | Added |
| Franklin Resources Inc | 12,218 | $5.31M | 0.00% | +1,285+11.8% | Added |
| Deutsche Bank AG | 12,337 | $5.36M | 0.00% | −1,711−12.2% | Reduced |
| Renaissance Technologies LLC | 12,509 | $5.43M | 0.01% | +10,163+433.2% | Added |
| Westbourne Investment Advisors, Inc. | 13,187 | $5.73M | 1.74% | +243+1.9% | Added |
| Aviance Capital Partners, LLC | 13,718 | $5.96M | 0.78% | −34−0.2% | Reduced |
| Swiss National Bank | 14,500 | $6.30M | 0.00% | −400−2.7% | Reduced |
| Norges Bank | 14,528 | $6.31M | 0.00% | +671+4.8% | Added |
| Kennedy Capital Management, Inc. | 15,403 | $6.69M | 0.16% | −404−2.6% | Reduced |
| Teacher Retirement System of Texas | 15,479 | $6.72M | 0.03% | +10,989+244.7% | Added |
| Allianz Asset Management GmbH | 16,306 | $7.08M | 0.01% | +1,600+10.9% | Added |
| Raymond James Financial Inc | 16,507 | $7.17M | 0.00% | +3,956+31.5% | Added |
| Citadel Advisors LLC | 17,290 | $7.51M | 0.01% | +5,772+50.1% | Added |
| Citigroup Inc | 17,610 | $7.65M | 0.01% | −2,199−11.1% | Reduced |
| UBS Group AG | 17,829 | $7.75M | 0.00% | −2,553−12.5% | Reduced |
| Royal Bank of Canada | 17,963 | $7.80M | 0.00% | −988−5.2% | Reduced |
| JPMorgan Chase & Co | 18,363 | $7.98M | 0.00% | −11,694−38.9% | Reduced |
| Nuveen, LLC | 18,551 | $8.06M | 0.00% | −4,058−17.9% | Reduced |
| Balyasny Asset Management LLC | 19,544 | $8.49M | 0.02% | +18,697+2,207.4% | Added |
| EULAV Asset Management | 20,800 | $9.04M | 0.21% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 20,810 | $9.04M | 0.01% | +17,840+600.7% | Added |
| Barclays PLC | 21,639 | $9.40M | 0.00% | +5,288+32.3% | Added |
| Voloridge Investment Management, LLC | 21,654 | $9.41M | 0.03% | +21,654 | New |
| Legal & General Group Plc | 21,817 | $9.48M | 0.00% | +424+2.0% | Added |
| Neuberger Berman Group LLC | 22,088 | $9.60M | 0.01% | +791+3.7% | Added |
| Capital Research Global Investors | 22,104 | $9.60M | 0.00% | 00.0% | Unchanged |
| Robeco Schweiz AG | 22,700 | $9.86M | 0.23% | −2,600−10.3% | Reduced |
| Rhumbline Advisers | 22,918 | $9.96M | 0.01% | −292−1.3% | Reduced |
| Jump Financial, LLC | 23,070 | $10.0M | 0.12% | +22,337+3,047.3% | Added |
| Harbor Capital Advisors, Inc. | 23,791 | $10.3M | 0.43% | +887+3.9% | Added |
| UBS Asset Management Americas Inc | 24,554 | $10.7M | 0.00% | +6,678+37.4% | Added |
| Bank of America Corp | 26,264 | $11.4M | 0.00% | +8,385+46.9% | Added |
| Man Group plc | 26,647 | $11.6M | 0.03% | +19,939+297.2% | Added |
| Fisher Asset Management, LLC | 27,682 | $12.0M | 0.00% | −44,797−61.8% | Reduced |
| Envestnet Asset Management Inc | 27,963 | $12.1M | 0.00% | −4,359−13.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 28,816 | $12.5M | 1.17% | −15,995−35.7% | Reduced |
| Goldman Sachs Group Inc | 29,605 | $12.9M | 0.00% | −2,917−9.0% | Reduced |
| Cerity Partners LLC | 29,748 | $12.9M | 0.02% | −809−2.6% | Reduced |
| First Sabrepoint Capital Management LP | 30,000 | $13.0M | 5.58% | +15,000+100.0% | Added |
| Public Sector Pension Investment Board | 30,395 | $13.2M | 0.06% | +1,609+5.6% | Added |
| Jacobs Levy Equity Management, Inc | 33,790 | $14.7M | 0.06% | −822−2.4% | Reduced |
| Robotti Robert | 36,162 | $15.7M | 2.95% | −4,181−10.4% | Reduced |
| Royce & Associates LP | 37,224 | $16.2M | 0.17% | −910−2.4% | Reduced |
| Principal Financial Group Inc | 42,048 | $18.3M | 0.01% | −713−1.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 42,675 | $18.5M | 1.14% | +153+0.4% | Added |
| Cannell Capital LLC | 47,448 | $20.6M | 6.44% | −3,072−6.1% | Reduced |
| Gabelli Funds LLC | 49,180 | $21.4M | 0.15% | −5,100−9.4% | Reduced |
| Loomis Sayles & Co L P | 52,726 | $22.9M | 0.03% | −1,336−2.5% | Reduced |
| Bessemer Group Inc | 54,618 | $23.7M | 0.04% | +2,425+4.6% | Added |
| Ashford Capital Management Inc | 54,973 | $23.9M | 2.81% | −492−0.9% | Reduced |
| Bank of New York Mellon Corp | 63,967 | $27.8M | 0.01% | +7,902+14.1% | Added |
| Morgan Stanley | 68,711 | $29.9M | 0.00% | −10,936−13.7% | Reduced |
| Janus Henderson Group PLC | 72,609 | $31.5M | 0.02% | −15,185−17.3% | Reduced |
| Handelsbanken Fonder AB | 76,586 | $33.3M | 0.12% | +22,300+41.1% | Added |
| Northern Trust Corp | 84,937 | $36.9M | 0.01% | −4,705−5.2% | Reduced |
| Gamco Investors, Inc. Et Al | 99,383 | $43.2M | 0.43% | −2,637−2.6% | Reduced |
| Price T Rowe Associates Inc | 101,233 | $44.0M | 0.00% | +284+0.3% | Added |