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 |
|---|---|---|---|---|---|
| First Trust Advisors LP | 5,931 | $2.58M | 0.00% | −1,296−17.9% | Reduced |
| Voya Investment Management LLC | 5,412 | $2.35M | 0.00% | −99−1.8% | Reduced |
| Assenagon Asset Management S.A. | 5,379 | $2.34M | 0.00% | −20,618−79.3% | Reduced |
| Intech Investment Management LLC | 5,314 | $2.31M | 0.02% | +363+7.3% | Added |
| Schonfeld Strategic Advisors LLC | 5,303 | $2.30M | 0.02% | −8,926−62.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,246 | $2.28M | 0.06% | +5,246 | New |
| Spears Abacus Advisors LLC | 4,824 | $2.10M | 0.04% | +4,033+509.9% | Added |
| SEI Investments Co | 4,781 | $2.08M | 0.00% | −564−10.6% | Reduced |
| State of Alaska, Department of Revenue | 4,769 | $2.07M | 0.02% | +329+7.4% | Added |
| MetLife Investment Management | 4,600 | $2.00M | 0.01% | −79−1.7% | Reduced |
| Illinois Municipal Retirement Fund | 4,397 | $1.91M | 0.03% | +179+4.2% | Added |
| Anchor Capital Advisors LLC | 4,226 | $1.84M | 0.05% | −866−17.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,185 | $1.82M | 0.00% | −614−12.8% | Reduced |
| Manufacturers Life Insurance Company, The | 4,103 | $1.78M | 0.00% | −387−8.6% | Reduced |
| Oppenheimer Asset Management Inc. | 4,085 | $1.77M | 0.02% | −525−11.4% | Reduced |
| Brinker Capital Investments, LLC | 4,065 | $1.77M | 0.02% | −570−12.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $1.74M | 0.21% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,773 | $1.64M | 0.01% | +41+1.1% | Added |
| Vident Advisory, LLC | 3,765 | $1.64M | 0.02% | +3,112+476.6% | Added |
| Twinbeech Capital LP | 3,720 | $1.62M | 0.04% | +3,720 | New |
| Louisiana State Employees Retirement System | 3,700 | $1.61M | 0.03% | −100−2.6% | Reduced |
| State of Tennessee, Treasury Department | 3,647 | $1.58M | 0.01% | +126+3.6% | Added |
| Boothbay Fund Management, LLC | 3,638 | $1.58M | 0.05% | +1,638+81.9% | Added |
| Victory Capital Management Inc | 3,585 | $1.56M | 0.00% | −11,368−76.0% | Reduced |
| Lazard Asset Management LLC | 3,432 | $1.49M | 0.00% | +74+2.2% | Added |
| Comerica Bank | 3,392 | $1.47M | 0.01% | −92−2.6% | Reduced |
| BNP Paribas Arbitrage, SA | 3,328 | $1.45M | 0.00% | −1,090−24.7% | Reduced |
| D. E. Shaw & Co., Inc. | 3,308 | $1.44M | 0.00% | +2,609+373.2% | Added |
| Quest Partners LLC | 3,269 | $1.42M | 0.14% | +839+34.5% | Added |
| XTX Topco Ltd | 3,094 | $1.34M | 0.06% | +2,228+257.3% | Added |
| Centiva Capital, LP | 3,050 | $1.33M | 0.09% | +3,050 | New |
| Verition Fund Management LLC | 3,025 | $1.31M | 0.01% | −413−12.0% | Reduced |
| Yousif Capital Management, LLC | 2,988 | $1.30M | 0.01% | −3−0.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,930 | $1.27M | 0.00% | −250−7.9% | Reduced |
| Caxton Associates LLP | 2,850 | $1.24M | 0.03% | +2,850 | New |
| CI Private Wealth, LLC | 2,780 | $1.21M | 0.00% | −1,956−41.3% | Reduced |
| State Board of Administration of Florida Retirement System | 2,737 | $1.19M | 0.00% | +1,626+146.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,712 | $1.18M | 0.03% | +400+17.3% | Added |
| Hunter Perkins Capital Management, LLC | 2,700 | $1.17M | 0.28% | +517+23.7% | Added |
| LPL Financial LLC | 2,697 | $1.17M | 0.00% | +570+26.8% | Added |
| New York State Common Retirement Fund | 2,671 | $1.16M | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 2,661 | $1.16M | 0.01% | +2,661 | New |
| AQR Capital Management LLC | 2,609 | $1.13M | 0.00% | −494−15.9% | Reduced |
| Creative Planning | 2,605 | $1.13M | 0.00% | −1,608−38.2% | Reduced |
| STRS Ohio | 2,600 | $1.13M | 0.00% | +200+8.3% | Added |
| New York State Teachers Retirement System | 2,586 | $1.12M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 2,557 | $1.11M | 0.01% | −3,489−57.7% | Reduced |
| Cascade Investment Advisors, Inc. | 2,527 | $1.10M | 0.70% | +2,527 | New |
| Hudson Bay Capital Management LP | 2,482 | $1.08M | 0.01% | +2,482 | New |
| OP Asset Management Ltd | 2,426 | $1.05M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 2,365 | $1.03M | 0.00% | +2,365 | New |
| SkyView Investment Advisors, LLC | 2,372 | $1.02M | 0.15% | +60+2.6% | Added |
| Maryland State Retirement & Pension System | 2,351 | $1.02M | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,348 | $1.02M | 0.00% | +1,819+343.9% | Added |
| Amalgamated Bank | 2,284 | $992.0K | 0.01% | +10.0% | Added |
| 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 |
| Zacks Investment Management | 2,177 | $945.9K | 0.01% | −4,808−68.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,148 | $933.2K | 0.01% | −81−3.6% | Reduced |
| Summit Global Investments | 2,104 | $914.0K | 0.05% | +1,584+304.6% | Added |
| KLP Kapitalforvaltning AS | 2,100 | $912.3K | 0.00% | +100+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,057 | $893.6K | 0.00% | +139+7.2% | Added |
| Meeder Asset Management Inc | 2,005 | $871.0K | 0.05% | −141−6.6% | Reduced |
| PDT Partners, LLC | 1,843 | $800.7K | 0.05% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 1,837 | $798.0K | 0.01% | +40+2.2% | Added |
| Horizon Investments, LLC | 1,820 | $790.7K | 0.01% | +1,820 | New |
| Two Sigma Advisers, LP | 1,800 | $782.0K | 0.00% | +1,300+260.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 1,764 | $766.3K | 0.01% | −23−1.3% | Reduced |
| GTS Securities LLC | 1,746 | $758.5K | 0.03% | +1,308+298.6% | Added |
| Mariner, LLC | 1,735 | $753.7K | 0.00% | −295−14.5% | Reduced |
| SG Americas Securities, LLC | 1,714 | $745.0K | 0.00% | +146+9.3% | Added |
| ProShare Advisors LLC | 1,710 | $742.9K | 0.00% | −182−9.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 1,700 | $738.5K | 0.02% | +1,300+325.0% | Added |
| HighTower Advisors, LLC | 1,568 | $681.2K | 0.00% | −3−0.2% | Reduced |
| Cresset Asset Management, LLC | 1,556 | $676.0K | 0.00% | −3,415−68.7% | Reduced |
| Huntleigh Advisors, Inc. | 1,548 | $672.5K | 0.13% | +81+5.5% | Added |
| Moran Wealth Management, LLC | 1,475 | $640.8K | 0.02% | +46+3.2% | Added |
| US Bancorp | 1,414 | $614.3K | 0.00% | −309−17.9% | Reduced |
| Headlands Technologies LLC | 1,402 | $609.1K | 0.07% | +1,402 | New |
| Amundi | 1,325 | $608.7K | 0.00% | −1,923−59.2% | Reduced |
| Capstone Investment Advisors, LLC | 1,384 | $601.3K | 0.01% | +1,384 | New |
| Unique Wealth Strategies, LLC | 1,371 | $595.5K | 0.25% | +1,371 | New |
| Bank of Montreal | 1,364 | $592.6K | 0.00% | +5+0.4% | Added |
| Everence Capital Management Inc | 1,330 | $578.0K | 0.04% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 1,337 | $575.0K | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 1,240 | $538.7K | 0.09% | +1,240 | New |
| Pathstone Holdings, LLC | 1,238 | $537.8K | 0.00% | −161−11.5% | Reduced |
| Wolverine Trading, LLC | 1,217 | $523.7K | 0.01% | +128+11.8% | Added |
| Park Avenue Securities LLC | 1,189 | $517.0K | 0.00% | +1,189 | New |
| State of Wyoming | 1,173 | $509.6K | 0.06% | −2,721−69.9% | Reduced |
| Mackenzie Financial Corp | 1,164 | $505.7K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 1,161 | $504.4K | 0.00% | −34−2.8% | Reduced |
| R Squared Ltd | 1,150 | $499.6K | 0.28% | +1,150 | New |
| Aristides Capital LLC | 1,120 | $486.6K | 0.15% | −531−32.2% | Reduced |
| Holocene Advisors, LP | 1,083 | $470.5K | 0.00% | +1,083 | New |
| Captrust Financial Advisors | 1,081 | $469.6K | 0.00% | −71−6.2% | Reduced |
| Regions Financial Corp | 1,079 | $468.8K | 0.00% | −199−15.6% | Reduced |
| Aviva PLC | 1,062 | $461.4K | 0.00% | −124−10.5% | Reduced |
| Guidance Capital, Inc | 1,086 | $459.2K | 0.13% | +42+4.0% | Added |
| Mutual of America Capital Management LLC | 1,029 | $447.0K | 0.00% | −138−11.8% | Reduced |