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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, Q3 2025

Institutional positions in Cavco Industries, Inc. as of Sep 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
325
+13 vs. Q2 2025
Shares held
7.85M
+290.2K (+3.8%) vs. Q2 2025
Total value
$4.56B
+$1.27B (+38.8%) vs. Q2 2025
New holders
53
97 more added
Sold out
40
125 more reduced

3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 325 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 heldQ3 2025: $4.56B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2025.

Institutions holding CVCO in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Cloud Capital Management, LLC1$00.00%+1New
Bay Harbor Wealth Management, LLC1$5800.00%+1New
Caitong International Asset Management Co., Ltd1$5810.00%−24−96.0%Reduced
True Wealth Design, LLC1$5810.00%−9−90.0%Reduced
SJS Investment Consulting Inc.1$5810.00%00.0%Unchanged
Huntington National Bank1$5810.00%00.0%Unchanged
Bruce G. Allen Investments, LLC1$5810.00%00.0%Unchanged
TD Private Client Wealth LLC1$5810.00%+1New
Allworth Financial LP1$5810.00%+1New
Rialto Wealth Management, LLC1$5810.00%+1New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC2$1.16K0.00%00.0%Unchanged
Global Retirement Partners, LLC2$1.16K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC2$1.16K0.00%00.0%Unchanged
Millstone Evans Group, LLC3$1.74K0.00%00.0%Unchanged
Atlantic Trust, LLC3$1.74K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$2.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$2.02K0.00%00.0%Unchanged
High Note Wealth, LLC4$2.32K0.00%−4−50.0%Reduced
Tortoise Investment Management, LLC4$2.32K0.00%00.0%Unchanged
J.Safra Asset Management Corp4$2.32K0.00%+4New
Versant Capital Management, Inc5$2.90K0.00%−7−58.3%Reduced
Massmutual Trust Co FSB5$2.90K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$2.90K0.00%00.0%Unchanged
Fortitude Family Office, LLC5$2.90K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$2.90K0.00%00.0%Unchanged
Albion Financial Group5$2.90K0.00%+5New
JPL Wealth Management, LLC5$2.90K0.00%+5New
SBI Securities Co., Ltd.6$3.48K0.00%−4−40.0%Reduced
JFS Wealth Advisors, LLC6$3.48K0.00%+1+20.0%Added
Rothschild Investment LLC7$4.07K0.00%+1+16.7%Added
Wealthspire Advisors, LLC8$4.65K0.00%+8New
Hantz Financial Services, Inc.8$5.00K0.00%+3+60.0%Added
Private Trust Co NA9$5.23K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$6.39K0.00%00.0%Unchanged
Signaturefd, LLC12$6.97K0.00%+1+9.1%Added
LRI Investments, LLC13$7.55K0.00%00.0%Unchanged
Bare Financial Services, Inc13$7.55K0.00%+1+8.3%Added
Halbert Hargrove Global Advisors, LLC15$8.71K0.00%+15New
Hemington Wealth Management17$9.00K0.00%+3+21.4%Added
Transamerica Financial Advisors, Inc.16$9.29K0.00%+16New
Rise Advisors, LLC18$10.5K0.00%00.0%Unchanged
Meeder Asset Management Inc19$11.0K0.00%−1,986−99.1%Reduced
Sterling Capital Management LLC19$11.0K0.00%00.0%Unchanged
Point72 (DIFC) Ltd21$12.0K0.00%+21New
Hollencrest Capital Management25$14.5K0.00%00.0%Unchanged
Pacer Advisors, Inc.26$15.1K0.00%+26New
MAI Capital Management28$16.3K0.00%+20+250.0%Added
Root Financial Partners, LLC30$17.4K0.00%+30New
Optiver Holding B.V.32$18.6K0.00%+10+45.5%Added
Harbour Investments, Inc.34$19.7K0.00%00.0%Unchanged
GWM Advisors LLC34$19.7K0.00%00.0%Unchanged
Simplex Trading, LLC38$22.0K0.00%−148−79.6%Reduced
Nomura Asset Management Co Ltd40$23.2K0.00%00.0%Unchanged
Principal Securities, Inc.40$23.2K0.00%+3+8.1%Added
SRS Capital Advisors, Inc.42$24.4K0.00%+42New
Clearstead Advisors, LLC43$25.0K0.00%+14+48.3%Added
Umb Bank N A44$25.6K0.00%+10+29.4%Added
Salomon & Ludwin, LLC54$30.8K0.00%+54New
EverSource Wealth Advisors, LLC56$32.5K0.00%+8+16.7%Added
Financial Management Professionals, Inc.60$34.8K0.00%−18−23.1%Reduced
Rockefeller Capital Management L.P.63$36.6K0.00%+63New
BNP PARIBAS ASSET MANAGEMENT Holding S.A.63$37.0K0.00%00.0%Unchanged
Mountain Hill Investment Partners Corp.65$37.7K0.03%00.0%Unchanged
Parallel Advisors, LLC67$38.9K0.00%00.0%Unchanged
Danske Bank A/S100$58.1K0.00%00.0%Unchanged
Mather Group, LLC.108$62.7K0.00%+108New
Public Employees Retirement System of Ohio115$66.8K0.00%−3−2.5%Reduced
CIBC Private Wealth Group, LLC119$69.1K0.00%+50+72.5%Added
US Bancorp119$69.1K0.00%−1,295−91.6%Reduced
Shell Asset Management Co127$74.0K0.01%−194−60.4%Reduced
Parkside Financial Bank & Trust134$77.8K0.01%00.0%Unchanged
Advisor Group Holdings, Inc.136$79.1K0.00%+16+13.3%Added
Exchange Traded Concepts, LLC148$85.9K0.00%+148New
Farther Finance Advisors, LLC152$88.3K0.00%+64+72.7%Added
CWM, LLC176$102.0K0.00%+42+31.3%Added
Smartleaf Asset Management LLC186$108.9K0.01%+40+27.4%Added
Wealth Enhancement Advisory Services, LLC220$110.7K0.00%+220New
Canada Pension Plan Investment Board200$116.1K0.00%−200−50.0%Reduced
Northwestern Mutual Wealth Management Co211$122.5K0.00%+12+6.0%Added
Tower Research Capital LLC (TRC)224$130.1K0.00%−512−69.6%Reduced
Avanza Fonder AB239$138.8K0.00%00.0%Unchanged
KBC Group NV253$147.0K0.00%00.0%Unchanged
GAMMA Investing LLC298$173.1K0.01%−11−3.6%Reduced
Jones Financial Companies LLLP334$191.3K0.00%+159+90.9%Added
Abel Hall, LLC349$202.7K0.08%+349New
Swiss Life Asset Management Ltd352$204.4K0.00%+352New
RMB Capital Management, LLC353$205.0K0.00%+353New
Point72 Asia (Singapore) Pte. Ltd.354$205.6K0.03%+354New
Riverwater Partners LLC357$207.3K0.09%+357New
Profund Advisors LLC364$211.4K0.01%+364New
JustInvest LLC365$212.0K0.00%+365New
Fiduciary Trust Co375$217.8K0.00%+375New
Point72 Europe (London) LLP386$223.9K0.01%+386New
Fifth Third Bancorp398$231.1K0.00%−1−0.3%Reduced
New Age Alpha Advisors, LLC399$231.7K0.01%−9−2.2%Reduced
Davenport & Co LLC400$232.3K0.00%+400New
SummitTX Capital, L.P.425$246.8K0.01%−314−42.5%Reduced
Vestcor Inc432$251.0K0.01%−419−49.2%Reduced
Covestor Ltd432$251.0K0.14%+233+117.1%Added