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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 2,922 | $1.70M | 0.01% | +1,684+136.0% | Added |
| Creative Planning | 2,959 | $1.72M | 0.00% | +354+13.6% | Added |
| Horizon Investments, LLC | 3,090 | $1.79M | 0.02% | +1,270+69.8% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,472 | $2.02M | 0.04% | +760+28.0% | Added |
| Entropy Technologies, LP | 3,500 | $2.03M | 0.15% | +3,500 | New |
| Credit Agricole S A | 3,518 | $2.04M | 0.01% | +3,518 | New |
| Oppenheimer Asset Management Inc. | 3,544 | $2.06M | 0.02% | −541−13.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,547 | $2.06M | 0.00% | −638−15.2% | Reduced |
| Louisiana State Employees Retirement System | 3,600 | $2.09M | 0.04% | −100−2.7% | Reduced |
| Intech Investment Management LLC | 3,650 | $2.12M | 0.02% | −1,664−31.3% | Reduced |
| Manufacturers Life Insurance Company, The | 3,722 | $2.16M | 0.00% | −381−9.3% | Reduced |
| Boothbay Fund Management, LLC | 3,730 | $2.17M | 0.06% | +92+2.5% | Added |
| SEI Investments Co | 3,760 | $2.18M | 0.00% | −1,021−21.4% | Reduced |
| Brinker Capital Investments, LLC | 3,835 | $2.23M | 0.02% | −230−5.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $2.32M | 0.26% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 4,022 | $2.34M | 0.01% | +375+10.3% | Added |
| Renaissance Technologies LLC | 4,100 | $2.38M | 0.00% | −8,409−67.2% | Reduced |
| Illinois Municipal Retirement Fund | 4,113 | $2.39M | 0.03% | −284−6.5% | Reduced |
| Anchor Capital Advisors LLC | 4,191 | $2.43M | 0.07% | −35−0.8% | Reduced |
| State of New Jersey Common Pension Fund D | 4,365 | $2.53M | 0.01% | +592+15.7% | Added |
| State of Alaska, Department of Revenue | 4,398 | $2.55M | 0.03% | −371−7.8% | Reduced |
| MetLife Investment Management | 4,461 | $2.59M | 0.01% | −139−3.0% | Reduced |
| Two Sigma Advisers, LP | 4,500 | $2.61M | 0.01% | +2,700+150.0% | Added |
| Verition Fund Management LLC | 4,831 | $2.81M | 0.02% | +1,806+59.7% | Added |
| Wells Fargo & Company | 5,279 | $3.07M | 0.00% | −3,207−37.8% | Reduced |
| Susquehanna International Group, LLP | 5,715 | $3.32M | 0.00% | −5,740−50.1% | Reduced |
| Thrivent Financial for Lutherans | 5,995 | $3.48M | 0.01% | −424−6.6% | Reduced |
| Pier Capital, LLC | 6,342 | $3.68M | 0.58% | +6,342 | New |
| Pinnbrook Capital Management LP | 6,657 | $3.87M | 0.72% | +6,657 | New |
| Harbor Capital Advisors, Inc. | 6,851 | $3.98M | 0.31% | −16,940−71.2% | Reduced |
| Ancora Advisors, LLC | 6,980 | $4.05M | 0.08% | −1,900−21.4% | Reduced |
| Balyasny Asset Management LLC | 7,077 | $4.11M | 0.01% | −12,467−63.8% | Reduced |
| California State Teachers Retirement System | 7,200 | $4.18M | 0.00% | +322+4.7% | Added |
| Great West Life Assurance Co | 7,426 | $4.35M | 0.01% | −84−1.1% | Reduced |
| 4D Advisors, LLC | 7,500 | $4.36M | 2.32% | +7,500 | New |
| Prudential Financial Inc | 7,914 | $4.60M | 0.01% | −406−4.9% | Reduced |
| Crown Advisors Management, Inc. | 8,000 | $4.64M | 3.11% | 00.0% | Unchanged |
| Watchman Group, Inc. | 8,086 | $4.70M | 1.14% | −55−0.7% | Reduced |
| Deutsche Bank AG | 8,212 | $4.77M | 0.00% | −4,125−33.4% | Reduced |
| Alliancebernstein L.P. | 8,439 | $4.90M | 0.00% | −467−5.2% | Reduced |
| Millennium Management LLC | 8,537 | $4.96M | 0.00% | −3,363−28.3% | Reduced |
| BNP Paribas Arbitrage, SA | 8,569 | $4.98M | 0.00% | +5,241+157.5% | Added |
| Lazard Asset Management LLC | 9,119 | $5.30M | 0.01% | +5,687+165.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,154 | $5.32M | 0.01% | +206+2.3% | Added |
| Prelude Capital Management, LLC | 9,371 | $5.44M | 0.43% | −2,059−18.0% | Reduced |
| Citigroup Inc | 9,591 | $5.57M | 0.00% | −8,019−45.5% | Reduced |
| Franklin Resources Inc | 9,912 | $5.76M | 0.00% | −2,306−18.9% | Reduced |
| Intrinsic Edge Capital Management LLC | 9,999 | $5.81M | 0.88% | +9,999 | New |
| Edgestream Partners, L.P. | 10,203 | $5.93M | 0.17% | +10,203 | New |
| Marks Group Wealth Management, Inc | 10,315 | $5.99M | 0.56% | −495−4.6% | Reduced |
| Jump Financial, LLC | 10,529 | $6.11M | 0.08% | −12,541−54.4% | Reduced |
| Truist Financial Corp | 10,723 | $6.23M | 0.01% | −451−4.0% | Reduced |
| State of Wisconsin Investment Board | 11,759 | $6.83M | 0.02% | −453−3.7% | Reduced |
| Rafferty Asset Management, LLC | 11,951 | $6.94M | 0.02% | +5,448+83.8% | Added |
| Teacher Retirement System of Texas | 12,010 | $6.97M | 0.03% | −3,469−22.4% | Reduced |
| Russell Investments Group, Ltd. | 12,148 | $7.05M | 0.01% | +501+4.3% | Added |
| First Trust Advisors LP | 12,200 | $7.08M | 0.01% | +6,269+105.7% | Added |
| Ballast Asset Management, LP | 12,239 | $7.11M | 3.24% | +81+0.7% | Added |
| Confluence Investment Management LLC | 12,287 | $7.14M | 0.10% | +4,729+62.6% | Added |
| UBS Asset Management Americas Inc | 13,331 | $7.74M | 0.00% | −11,223−45.7% | Reduced |
| Royal Bank of Canada | 13,579 | $7.89M | 0.00% | −4,384−24.4% | Reduced |
| Westbourne Investment Advisors, Inc. | 14,100 | $8.19M | 2.28% | +913+6.9% | Added |
| Aviance Capital Partners, LLC | 14,357 | $8.34M | 0.99% | +639+4.7% | Added |
| Swiss National Bank | 14,900 | $8.65M | 0.01% | +400+2.8% | Added |
| Barclays PLC | 16,160 | $9.38M | 0.00% | −5,479−25.3% | Reduced |
| Allianz Asset Management GmbH | 16,462 | $9.56M | 0.01% | +156+1.0% | Added |
| Allspring Global Investments Holdings, LLC | 16,317 | $9.58M | 0.02% | +6,942+74.0% | Added |
| Raymond James Financial Inc | 18,205 | $10.6M | 0.00% | +1,698+10.3% | Added |
| Segall Bryant & Hamill, LLC | 18,216 | $10.6M | 0.14% | +18,216 | New |
| Nuveen, LLC | 18,349 | $10.7M | 0.00% | −202−1.1% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 18,515 | $10.8M | 0.17% | +16,815+989.1% | Added |
| Man Group plc | 19,659 | $11.4M | 0.02% | −6,988−26.2% | Reduced |
| Legal & General Group Plc | 21,037 | $12.2M | 0.00% | −780−3.6% | Reduced |
| EULAV Asset Management | 21,900 | $12.7M | 0.30% | +1,100+5.3% | Added |
| Capital Research Global Investors | 22,104 | $12.8M | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 22,403 | $13.0M | 0.01% | −515−2.2% | Reduced |
| Robeco Schweiz AG | 26,000 | $15.1M | 0.34% | +3,300+14.5% | Added |
| Citadel Advisors LLC | 26,260 | $15.2M | 0.01% | +8,970+51.9% | Added |
| Bank of America Corp | 27,336 | $15.9M | 0.00% | +1,072+4.1% | Added |
| Envestnet Asset Management Inc | 28,071 | $16.3M | 0.00% | +108+0.4% | Added |
| Cerity Partners LLC | 28,918 | $16.8M | 0.03% | −830−2.8% | Reduced |
| Royce & Associates LP | 29,404 | $17.1M | 0.17% | −7,820−21.0% | Reduced |
| Neuberger Berman Group LLC | 29,740 | $17.3M | 0.01% | +7,652+34.6% | Added |
| Kennedy Capital Management, Inc. | 29,984 | $17.4M | 0.38% | +14,581+94.7% | Added |
| American Century Companies Inc | 30,062 | $17.5M | 0.01% | +22,193+282.0% | Added |
| UBS Group AG | 30,428 | $17.7M | 0.00% | +12,599+70.7% | Added |
| Public Sector Pension Investment Board | 30,842 | $17.9M | 0.07% | +447+1.5% | Added |
| Robotti Robert | 32,011 | $18.6M | 3.23% | −4,151−11.5% | Reduced |
| JPMorgan Chase & Co | 32,057 | $18.6M | 0.00% | +13,694+74.6% | Added |
| Cannell Capital LLC | 32,161 | $18.7M | 4.90% | −15,287−32.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,038 | $19.2M | 0.08% | −752−2.2% | Reduced |
| Goldman Sachs Group Inc | 33,323 | $19.4M | 0.00% | +3,718+12.6% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $20.3M | 8.20% | +5,000+16.7% | Added |
| Schonfeld Strategic Advisors LLC | 38,717 | $22.5M | 0.16% | +33,414+630.1% | Added |
| Neumeier Poma Investment Counsel LLC | 38,777 | $22.5M | 1.84% | +9,961+34.6% | Added |
| Punch & Associates Investment Management, Inc. | 42,686 | $24.8M | 1.44% | +110.0% | Added |
| Voya Investment Management LLC | 45,348 | $26.3M | 0.03% | +39,936+737.9% | Added |
| Principal Financial Group Inc | 47,569 | $27.6M | 0.01% | +5,521+13.1% | Added |
| Ashford Capital Management Inc | 48,019 | $27.9M | 3.11% | −6,954−12.6% | Reduced |
| Gabelli Funds LLC | 49,310 | $28.6M | 0.19% | +130+0.3% | Added |