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 |
|---|---|---|---|---|---|
| Morgan Stanley | 56,209 | $32.6M | 0.00% | −12,502−18.2% | Reduced |
| Point72 Asset Management, L.P. | 61,631 | $35.8M | 0.08% | +61,631 | New |
| Bank of New York Mellon Corp | 62,204 | $36.1M | 0.01% | −1,763−2.8% | Reduced |
| Bessemer Group Inc | 66,614 | $38.7M | 0.06% | +11,996+22.0% | Added |
| Janus Henderson Group PLC | 71,634 | $41.6M | 0.02% | −975−1.3% | Reduced |
| Handelsbanken Fonder AB | 81,786 | $47.5M | 0.15% | +5,200+6.8% | Added |
| Northern Trust Corp | 83,282 | $48.4M | 0.01% | −1,655−1.9% | Reduced |
| Gamco Investors, Inc. Et Al | 97,528 | $56.6M | 0.55% | −1,855−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 103,091 | $59.9M | 0.01% | −392−0.4% | Reduced |
| Broad Bay Capital Management, LP | 103,304 | $60.0M | 7.48% | −66,551−39.2% | Reduced |
| Invesco Ltd. | 104,941 | $60.9M | 0.01% | −24,886−19.2% | Reduced |
| Schroder Investment Management Group | 111,628 | $65.4M | 0.05% | −18,478−14.2% | Reduced |
| Price T Rowe Associates Inc | 139,030 | $80.7M | 0.01% | +37,797+37.3% | Added |
| Ameriprise Financial Inc | 147,036 | $85.4M | 0.02% | +963+0.7% | Added |
| GW&K Investment Management, LLC | 158,660 | $92.1M | 0.82% | −6,866−4.1% | Reduced |
| Boston Trust Walden Corp | 161,573 | $93.8M | 0.69% | −1,633−1.0% | Reduced |
| Fiduciary Management Inc | 171,225 | $99.4M | 1.01% | +171,225 | New |
| Dimensional Fund Advisors LP | 205,737 | $119.5M | 0.03% | −24,729−10.7% | Reduced |
| Geode Capital Management, LLC | 231,829 | $134.6M | 0.01% | +3,902+1.7% | Added |
| Boston Partners | 369,177 | $213.9M | 0.22% | +167,230+82.8% | Added |
| State Street Corp | 415,169 | $241.1M | 0.01% | +34,487+9.1% | Added |
| FMR LLC | 574,666 | $333.7M | 0.02% | +67,963+13.4% | Added |
| Capital World Investors | 640,117 | $371.7M | 0.05% | +612+0.1% | Added |
| Vanguard Group Inc | 771,833 | $448.2M | 0.01% | −32,273−4.0% | Reduced |
| BlackRock, Inc. | 1,188,630 | $690.3M | 0.01% | −7,895−0.7% | Reduced |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −52,726−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −27,682−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −20,810−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −10,306−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −10,170−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,785−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,568−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −6,549−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,293−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,094−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −2,482−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,371−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |