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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 979 | $425.0K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 962 | $417.9K | 0.00% | −65−6.3% | Reduced |
| HSBC Holdings PLC | 949 | $412.2K | 0.00% | −2,481−72.3% | Reduced |
| Axq Capital, LP | 946 | $411.0K | 0.13% | +946 | New |
| CIBC World Markets Corp | 941 | $408.8K | 0.00% | −843−47.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 929 | $403.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 925 | $402.0K | 0.00% | −155−14.4% | Reduced |
| Lakewood Asset Management LLC | 899 | $390.6K | 0.26% | +1+0.1% | Added |
| Magnetar Financial LLC | 898 | $390.1K | 0.00% | +357+66.0% | Added |
| NorthCrest Asset Manangement, LLC | 840 | $384.2K | 0.01% | −407−32.6% | Reduced |
| Vestcor Inc | 851 | $370.0K | 0.01% | +419+97.0% | Added |
| Nisa Investment Advisors, LLC | 840 | $364.9K | 0.00% | −52−5.8% | Reduced |
| Stifel Financial Corp | 838 | $364.1K | 0.00% | −109−11.5% | Reduced |
| Quadrant Capital Group LLC | 819 | $355.8K | 0.01% | −54−6.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 810 | $351.9K | 0.16% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 800 | $347.5K | 0.33% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 795 | $345.4K | 0.04% | +277+53.5% | Added |
| Ameritas Investment Partners, Inc. | 780 | $338.9K | 0.01% | −33−4.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $326.7K | 0.00% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 739 | $321.0K | 0.01% | +739 | New |
| Zhang Financial LLC | 738 | $320.6K | 0.01% | +738 | New |
| Tower Research Capital LLC (TRC) | 736 | $319.7K | 0.01% | +713+3,100.0% | Added |
| Verus Capital Partners, LLC | 711 | $308.9K | 0.03% | +51+7.7% | Added |
| Commonwealth Equity Services, LLC | 696 | $302.0K | 0.00% | +15+2.2% | Added |
| HighPoint Advisor Group LLC | 679 | $295.0K | 0.02% | −87−11.4% | Reduced |
| Brevan Howard Capital Management LP | 646 | $280.6K | 0.00% | −1,900−74.6% | Reduced |
| The PNC Financial Services Group, Inc. | 612 | $265.9K | 0.00% | −2−0.3% | Reduced |
| Xponance, Inc. | 594 | $258.1K | 0.00% | −15−2.5% | Reduced |
| Petrus Trust Company, LTA | 577 | $250.7K | 0.03% | +577 | New |
| Stephens Inc | 564 | $245.0K | 0.00% | −65−10.3% | Reduced |
| Coldstream Capital Management Inc | 554 | $240.7K | 0.00% | +1+0.2% | Added |
| Evergreen Capital Management LLC | 549 | $238.5K | 0.01% | −24−4.2% | Reduced |
| Avantax Advisory Services, Inc. | 538 | $233.8K | 0.00% | +22+4.3% | Added |
| Penserra Capital Management LLC | 512 | $222.0K | 0.00% | −74−12.6% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $217.0K | 0.11% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 481 | $209.0K | 0.02% | −59−10.9% | Reduced |
| DRW Securities, LLC | 478 | $207.7K | 0.01% | +478 | New |
| Burney Co | 475 | $206.4K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 408 | $177.2K | 0.01% | −8−1.9% | Reduced |
| Canada Pension Plan Investment Board | 400 | $173.8K | 0.00% | −300−42.9% | Reduced |
| Fifth Third Bancorp | 399 | $173.3K | 0.00% | +5+1.3% | Added |
| St Germain D J Co Inc | 359 | $156.0K | 0.01% | +359 | New |
| Shell Asset Management Co | 321 | $139.0K | 0.00% | −72−18.3% | Reduced |
| GAMMA Investing LLC | 309 | $134.2K | 0.01% | −132−29.9% | Reduced |
| KBC Group NV | 253 | $110.0K | 0.00% | −77−23.3% | Reduced |
| Avanza Fonder AB | 239 | $103.8K | 0.00% | −141−37.1% | Reduced |
| Covestor Ltd | 199 | $87.0K | 0.05% | −2−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 199 | $86.5K | 0.00% | +22+12.4% | Added |
| Simplex Trading, LLC | 186 | $80.0K | 0.00% | +186 | New |
| Jones Financial Companies LLLP | 175 | $75.4K | 0.00% | +90+105.9% | Added |
| Smartleaf Asset Management LLC | 146 | $62.8K | 0.01% | −4−2.7% | Reduced |
| Parkside Financial Bank & Trust | 134 | $58.2K | 0.01% | +127+1,814.3% | Added |
| CWM, LLC | 134 | $58.0K | 0.00% | −23−14.6% | Reduced |
| Advisor Group Holdings, Inc. | 120 | $57.3K | 0.00% | +65+118.2% | Added |
| Public Employees Retirement System of Ohio | 118 | $51.3K | 0.00% | −11−8.5% | Reduced |
| Danske Bank A/S | 100 | $43.4K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 88 | $38.2K | 0.00% | +53+151.4% | Added |
| Financial Management Professionals, Inc. | 78 | $33.9K | 0.00% | −128−62.1% | Reduced |
| CIBC Private Wealth Group, LLC | 69 | $30.0K | 0.00% | −1,709−96.1% | Reduced |
| Parallel Advisors, LLC | 67 | $29.1K | 0.00% | −5−6.9% | Reduced |
| Mountain Hill Investment Partners Corp. | 65 | $28.2K | 0.02% | +15+30.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63 | $27.0K | 0.00% | +63 | New |
| EverSource Wealth Advisors, LLC | 48 | $20.9K | 0.00% | +23+92.0% | Added |
| Nomura Asset Management Co Ltd | 40 | $17.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 37 | $16.1K | 0.00% | −4−9.8% | Reduced |
| GWM Advisors LLC | 34 | $14.8K | 0.00% | −1−2.9% | Reduced |
| Harbour Investments, Inc. | 34 | $14.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 34 | $14.8K | 0.00% | +11+47.8% | Added |
| Clearstead Advisors, LLC | 29 | $12.6K | 0.00% | +29 | New |
| Hollencrest Capital Management | 25 | $10.9K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 25 | $10.9K | 0.01% | +24+2,400.0% | Added |
| Optiver Holding B.V. | 22 | $9.56K | 0.00% | −7−24.1% | Reduced |
| Kestra Investment Management, LLC | 20 | $9.54K | 0.00% | +10+100.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 20 | $9.48K | 0.00% | +20 | New |
| Sterling Capital Management LLC | 19 | $8.25K | 0.00% | +11+137.5% | Added |
| Rise Advisors, LLC | 18 | $7.82K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $6.95K | 0.00% | +16 | New |
| IFP Advisors, Inc | 0 | $6.08K | 0.00% | 0 | New |
| Hemington Wealth Management | 14 | $6.00K | 0.00% | −1−6.7% | Reduced |
| LRI Investments, LLC | 13 | $5.65K | 0.00% | +13 | New |
| Avalon Trust Co | 12 | $5.21K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $5.21K | 0.00% | +7+140.0% | Added |
| Bare Financial Services, Inc | 12 | $5.21K | 0.00% | +10+500.0% | Added |
| Skopos Labs, Inc. | 11 | $4.78K | 0.00% | −20−64.5% | Reduced |
| Signaturefd, LLC | 11 | $4.78K | 0.00% | −9−45.0% | Reduced |
| Private Wealth Management Group, LLC | 11 | $4.78K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $4.34K | 0.00% | +1+11.1% | Added |
| SBI Securities Co., Ltd. | 10 | $4.34K | 0.00% | +1+11.1% | Added |
| Private Trust Co NA | 9 | $3.91K | 0.00% | −9−50.0% | Reduced |
| MAI Capital Management | 8 | $3.48K | 0.00% | +8 | New |
| High Note Wealth, LLC | 8 | $3.48K | 0.00% | +3+60.0% | Added |
| Rothschild Investment LLC | 6 | $2.61K | 0.00% | −5−45.5% | Reduced |
| JFS Wealth Advisors, LLC | 5 | $2.17K | 0.00% | −1−16.7% | Reduced |
| Farmers & Merchants Investments Inc | 5 | $2.17K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 5 | $2.17K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $2.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 5 | $2.17K | 0.00% | +1+25.0% | Added |
| Fortitude Family Office, LLC | 5 | $2.17K | 0.00% | +3+150.0% | Added |
| Hantz Financial Services, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |