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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 457 | $265.4K | 0.02% | −24−5.0% | Reduced |
| Burney Co | 475 | $275.8K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 489 | $284.0K | 0.00% | −675−58.0% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $290.0K | 0.14% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 504 | $292.7K | 0.00% | +504 | New |
| Penserra Capital Management LLC | 512 | $297.0K | 0.00% | 00.0% | Unchanged |
| Vident Advisory, LLC | 528 | $306.6K | 0.00% | −3,237−86.0% | Reduced |
| Blair William & Co | 546 | $317.1K | 0.00% | +546 | New |
| Coldstream Capital Management Inc | 548 | $318.2K | 0.00% | −6−1.1% | Reduced |
| Stephens Inc | 564 | $327.5K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 566 | $328.0K | 0.00% | −130−18.7% | Reduced |
| Xponance, Inc. | 599 | $347.9K | 0.00% | +5+0.8% | Added |
| Moloney Securities Asset Management, LLC | 603 | $350.2K | 0.04% | −192−24.2% | Reduced |
| The PNC Financial Services Group, Inc. | 606 | $351.9K | 0.00% | −6−1.0% | Reduced |
| Summit Trail Advisors, LLC | 630 | $365.9K | 0.01% | +630 | New |
| Bank of Montreal | 631 | $366.4K | 0.00% | −733−53.7% | Reduced |
| Ameritas Investment Partners, Inc. | 638 | $370.5K | 0.01% | −142−18.2% | Reduced |
| Squarepoint Ops LLC | 662 | $384.4K | 0.00% | −1,703−72.0% | Reduced |
| Polymer Capital Management (US) LLC | 677 | $393.2K | 0.05% | −563−45.4% | Reduced |
| HighPoint Advisor Group LLC | 679 | $394.3K | 0.02% | 00.0% | Unchanged |
| R Squared Ltd | 685 | $397.8K | 0.17% | −465−40.4% | Reduced |
| D. E. Shaw & Co., Inc. | 699 | $405.9K | 0.00% | −2,609−78.9% | Reduced |
| Evergreen Capital Management LLC | 712 | $413.5K | 0.01% | +163+29.7% | Added |
| Two Sigma Securities, LLC | 715 | $415.2K | 0.06% | +715 | New |
| Verus Capital Partners, LLC | 729 | $423.4K | 0.03% | +18+2.5% | Added |
| Zhang Financial LLC | 738 | $428.6K | 0.02% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 746 | $433.2K | 0.01% | +100+15.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $436.7K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 791 | $459.4K | 0.01% | −4,033−83.6% | Reduced |
| Yorktown Management & Research Co Inc | 800 | $464.6K | 0.37% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 810 | $470.4K | 0.20% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 814 | $472.7K | 0.00% | +814 | New |
| Quadrant Capital Group LLC | 819 | $475.6K | 0.02% | 00.0% | Unchanged |
| Alps Advisors Inc | 840 | $487.8K | 0.00% | +840 | New |
| Aristides Capital LLC | 862 | $500.6K | 0.15% | −258−23.0% | Reduced |
| Nisa Investment Advisors, LLC | 872 | $506.4K | 0.00% | +32+3.8% | Added |
| Aviva PLC | 882 | $512.2K | 0.00% | −180−16.9% | Reduced |
| Mutual of America Capital Management LLC | 887 | $515.1K | 0.01% | −142−13.8% | Reduced |
| Cetera Investment Advisers | 887 | $515.2K | 0.00% | +887 | New |
| Lakewood Asset Management LLC | 895 | $519.8K | 0.31% | −4−0.4% | Reduced |
| State of Wyoming | 927 | $538.3K | 0.06% | −246−21.0% | Reduced |
| Public Employees Retirement Association of Colorado | 937 | $544.0K | 0.00% | −42−4.3% | Reduced |
| Banque Pictet & Cie SA | 958 | $556.3K | 0.01% | −4−0.4% | Reduced |
| Stifel Financial Corp | 962 | $558.7K | 0.00% | +124+14.8% | Added |
| Regions Financial Corp | 983 | $570.9K | 0.00% | −96−8.9% | Reduced |
| Pictet Asset Management Holding SA | 995 | $577.8K | 0.00% | −166−14.3% | Reduced |
| Quest Partners LLC | 1,005 | $583.6K | 0.04% | −2,264−69.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,181 | $594.3K | 0.01% | +341+40.6% | Added |
| Captrust Financial Advisors | 1,045 | $606.9K | 0.00% | −36−3.3% | Reduced |
| Sendero Wealth Management, LLC | 1,086 | $630.7K | 0.07% | +1,086 | New |
| O'Shaughnessy Asset Management, LLC | 1,119 | $649.8K | 0.00% | +190+20.5% | Added |
| EntryPoint Capital, LLC | 1,136 | $659.7K | 0.26% | +1,136 | New |
| Maryland State Retirement & Pension System | 1,138 | $660.9K | 0.01% | −1,213−51.6% | Reduced |
| Guidance Capital, Inc | 1,122 | $663.0K | 0.17% | +36+3.3% | Added |
| Oppenheimer & Co Inc | 1,145 | $664.9K | 0.01% | +1,145 | New |
| AIA Group Ltd | 1,190 | $691.1K | 0.01% | +1,190 | New |
| Amundi | 1,414 | $705.0K | 0.00% | +89+6.7% | Added |
| Park Avenue Securities LLC | 1,247 | $724.0K | 0.01% | +58+4.9% | Added |
| MML Investors Services, LLC | 1,269 | $736.9K | 0.00% | +344+37.2% | Added |
| Everence Capital Management Inc | 1,330 | $772.0K | 0.05% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 1,337 | $783.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 1,397 | $811.5K | 0.00% | −338−19.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,410 | $818.8K | 0.00% | +1,410 | New |
| GTS Securities LLC | 1,440 | $836.3K | 0.03% | −306−17.5% | Reduced |
| ProShare Advisors LLC | 1,443 | $838.0K | 0.00% | −267−15.6% | Reduced |
| Cresset Asset Management, LLC | 1,454 | $844.4K | 0.00% | −102−6.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,480 | $859.5K | 0.00% | −1,450−49.5% | Reduced |
| Moran Wealth Management, LLC | 1,551 | $900.7K | 0.03% | +76+5.2% | Added |
| HighTower Advisors, LLC | 1,604 | $931.5K | 0.00% | +36+2.3% | Added |
| Huntleigh Advisors, Inc. | 1,642 | $953.6K | 0.16% | +94+6.1% | Added |
| ISAM Funds (UK) Ltd | 1,670 | $969.8K | 0.20% | +1,670 | New |
| Oregon Public Employees Retirement Fund | 1,737 | $1.01M | 0.01% | −100−5.4% | Reduced |
| OP Asset Management Ltd | 1,808 | $1.05M | 0.01% | −618−25.5% | Reduced |
| PDT Partners, LLC | 1,843 | $1.07M | 0.07% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,016 | $1.17M | 0.01% | −41−2.0% | Reduced |
| KLP Kapitalforvaltning AS | 2,100 | $1.22M | 0.00% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,110 | $1.23M | 0.01% | −38−1.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,113 | $1.23M | 0.01% | +349+19.8% | Added |
| CI Private Wealth, LLC | 2,152 | $1.25M | 0.00% | −628−22.6% | Reduced |
| Victory Capital Management Inc | 2,164 | $1.26M | 0.00% | −1,421−39.6% | Reduced |
| SG Americas Securities, LLC | 2,167 | $1.26M | 0.00% | +453+26.4% | Added |
| State Board of Administration of Florida Retirement System | 2,205 | $1.28M | 0.00% | −532−19.4% | Reduced |
| Sheets Smith Wealth Management | 2,245 | $1.30M | 0.15% | +31+1.4% | Added |
| Summit Global Investments | 2,257 | $1.31M | 0.08% | +153+7.3% | Added |
| Wolverine Trading, LLC | 2,246 | $1.32M | 0.03% | +1,029+84.6% | Added |
| Amalgamated Bank | 2,270 | $1.32M | 0.01% | −14−0.6% | Reduced |
| Arizona State Retirement System | 2,271 | $1.32M | 0.01% | +57+2.6% | Added |
| Teachers Retirement System of the State of Kentucky | 2,291 | $1.33M | 0.01% | −266−10.4% | Reduced |
| STRS Ohio | 2,400 | $1.39M | 0.01% | −200−7.7% | Reduced |
| SkyView Investment Advisors, LLC | 2,414 | $1.40M | 0.18% | +42+1.8% | Added |
| LPL Financial LLC | 2,431 | $1.41M | 0.00% | −266−9.9% | Reduced |
| New York State Common Retirement Fund | 2,471 | $1.43M | 0.00% | −200−7.5% | Reduced |
| AQR Capital Management LLC | 2,479 | $1.44M | 0.00% | −130−5.0% | Reduced |
| Yousif Capital Management, LLC | 2,483 | $1.44M | 0.02% | −505−16.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,485 | $1.44M | 0.32% | −215−8.0% | Reduced |
| Bridgewater Associates, LP | 2,490 | $1.45M | 0.01% | +142+6.0% | Added |
| New York State Teachers Retirement System | 2,586 | $1.50M | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 2,682 | $1.56M | 0.94% | +155+6.1% | Added |
| Comerica Bank | 2,862 | $1.66M | 0.01% | −530−15.6% | Reduced |
| Voloridge Investment Management, LLC | 2,917 | $1.69M | 0.01% | −18,737−86.5% | Reduced |