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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 5,279 | $3.07M | 0.00% | −3,207−37.8% | Reduced |
| Verition Fund Management LLC | 4,831 | $2.81M | 0.02% | +1,806+59.7% | Added |
| Two Sigma Advisers, LP | 4,500 | $2.61M | 0.01% | +2,700+150.0% | Added |
| MetLife Investment Management | 4,461 | $2.59M | 0.01% | −139−3.0% | Reduced |
| State of Alaska, Department of Revenue | 4,398 | $2.55M | 0.03% | −371−7.8% | Reduced |
| State of New Jersey Common Pension Fund D | 4,365 | $2.53M | 0.01% | +592+15.7% | Added |
| Anchor Capital Advisors LLC | 4,191 | $2.43M | 0.07% | −35−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 4,113 | $2.39M | 0.03% | −284−6.5% | Reduced |
| Renaissance Technologies LLC | 4,100 | $2.38M | 0.00% | −8,409−67.2% | Reduced |
| State of Tennessee, Treasury Department | 4,022 | $2.34M | 0.01% | +375+10.3% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $2.32M | 0.26% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,835 | $2.23M | 0.02% | −230−5.7% | Reduced |
| SEI Investments Co | 3,760 | $2.18M | 0.00% | −1,021−21.4% | Reduced |
| Boothbay Fund Management, LLC | 3,730 | $2.17M | 0.06% | +92+2.5% | Added |
| Manufacturers Life Insurance Company, The | 3,722 | $2.16M | 0.00% | −381−9.3% | Reduced |
| Intech Investment Management LLC | 3,650 | $2.12M | 0.02% | −1,664−31.3% | Reduced |
| Louisiana State Employees Retirement System | 3,600 | $2.09M | 0.04% | −100−2.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,547 | $2.06M | 0.00% | −638−15.2% | Reduced |
| Oppenheimer Asset Management Inc. | 3,544 | $2.06M | 0.02% | −541−13.2% | Reduced |
| Credit Agricole S A | 3,518 | $2.04M | 0.01% | +3,518 | New |
| Entropy Technologies, LP | 3,500 | $2.03M | 0.15% | +3,500 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,472 | $2.02M | 0.04% | +760+28.0% | Added |
| Horizon Investments, LLC | 3,090 | $1.79M | 0.02% | +1,270+69.8% | Added |
| Creative Planning | 2,959 | $1.72M | 0.00% | +354+13.6% | Added |
| Pathstone Holdings, LLC | 2,922 | $1.70M | 0.01% | +1,684+136.0% | Added |
| Voloridge Investment Management, LLC | 2,917 | $1.69M | 0.01% | −18,737−86.5% | Reduced |
| Comerica Bank | 2,862 | $1.66M | 0.01% | −530−15.6% | Reduced |
| Cascade Investment Advisors, Inc. | 2,682 | $1.56M | 0.94% | +155+6.1% | Added |
| New York State Teachers Retirement System | 2,586 | $1.50M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 2,490 | $1.45M | 0.01% | +142+6.0% | Added |
| Hunter Perkins Capital Management, LLC | 2,485 | $1.44M | 0.32% | −215−8.0% | Reduced |
| Yousif Capital Management, LLC | 2,483 | $1.44M | 0.02% | −505−16.9% | Reduced |
| AQR Capital Management LLC | 2,479 | $1.44M | 0.00% | −130−5.0% | Reduced |
| New York State Common Retirement Fund | 2,471 | $1.43M | 0.00% | −200−7.5% | Reduced |
| LPL Financial LLC | 2,431 | $1.41M | 0.00% | −266−9.9% | Reduced |
| SkyView Investment Advisors, LLC | 2,414 | $1.40M | 0.18% | +42+1.8% | Added |
| STRS Ohio | 2,400 | $1.39M | 0.01% | −200−7.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,291 | $1.33M | 0.01% | −266−10.4% | Reduced |
| Arizona State Retirement System | 2,271 | $1.32M | 0.01% | +57+2.6% | Added |
| Amalgamated Bank | 2,270 | $1.32M | 0.01% | −14−0.6% | Reduced |
| Wolverine Trading, LLC | 2,246 | $1.32M | 0.03% | +1,029+84.6% | Added |
| Summit Global Investments | 2,257 | $1.31M | 0.08% | +153+7.3% | Added |
| Sheets Smith Wealth Management | 2,245 | $1.30M | 0.15% | +31+1.4% | Added |
| State Board of Administration of Florida Retirement System | 2,205 | $1.28M | 0.00% | −532−19.4% | Reduced |
| SG Americas Securities, LLC | 2,167 | $1.26M | 0.00% | +453+26.4% | Added |
| Victory Capital Management Inc | 2,164 | $1.26M | 0.00% | −1,421−39.6% | Reduced |
| CI Private Wealth, LLC | 2,152 | $1.25M | 0.00% | −628−22.6% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,113 | $1.23M | 0.01% | +349+19.8% | Added |
| Resources Investment Advisors, LLC. | 2,110 | $1.23M | 0.01% | −38−1.8% | Reduced |
| KLP Kapitalforvaltning AS | 2,100 | $1.22M | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,016 | $1.17M | 0.01% | −41−2.0% | Reduced |
| PDT Partners, LLC | 1,843 | $1.07M | 0.07% | 00.0% | Unchanged |
| OP Asset Management Ltd | 1,808 | $1.05M | 0.01% | −618−25.5% | Reduced |
| Oregon Public Employees Retirement Fund | 1,737 | $1.01M | 0.01% | −100−5.4% | Reduced |
| ISAM Funds (UK) Ltd | 1,670 | $969.8K | 0.20% | +1,670 | New |
| Huntleigh Advisors, Inc. | 1,642 | $953.6K | 0.16% | +94+6.1% | Added |
| HighTower Advisors, LLC | 1,604 | $931.5K | 0.00% | +36+2.3% | Added |
| Moran Wealth Management, LLC | 1,551 | $900.7K | 0.03% | +76+5.2% | Added |
| Ensign Peak Advisors, Inc | 1,480 | $859.5K | 0.00% | −1,450−49.5% | Reduced |
| Cresset Asset Management, LLC | 1,454 | $844.4K | 0.00% | −102−6.6% | Reduced |
| ProShare Advisors LLC | 1,443 | $838.0K | 0.00% | −267−15.6% | Reduced |
| GTS Securities LLC | 1,440 | $836.3K | 0.03% | −306−17.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,410 | $818.8K | 0.00% | +1,410 | New |
| Mariner, LLC | 1,397 | $811.5K | 0.00% | −338−19.5% | Reduced |
| Premier Fund Managers Ltd | 1,337 | $783.0K | 0.03% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,330 | $772.0K | 0.05% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,269 | $736.9K | 0.00% | +344+37.2% | Added |
| Park Avenue Securities LLC | 1,247 | $724.0K | 0.01% | +58+4.9% | Added |
| Amundi | 1,414 | $705.0K | 0.00% | +89+6.7% | Added |
| AIA Group Ltd | 1,190 | $691.1K | 0.01% | +1,190 | New |
| Oppenheimer & Co Inc | 1,145 | $664.9K | 0.01% | +1,145 | New |
| Guidance Capital, Inc | 1,122 | $663.0K | 0.17% | +36+3.3% | Added |
| Maryland State Retirement & Pension System | 1,138 | $660.9K | 0.01% | −1,213−51.6% | Reduced |
| EntryPoint Capital, LLC | 1,136 | $659.7K | 0.26% | +1,136 | New |
| O'Shaughnessy Asset Management, LLC | 1,119 | $649.8K | 0.00% | +190+20.5% | Added |
| Sendero Wealth Management, LLC | 1,086 | $630.7K | 0.07% | +1,086 | New |
| Captrust Financial Advisors | 1,045 | $606.9K | 0.00% | −36−3.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,181 | $594.3K | 0.01% | +341+40.6% | Added |
| Quest Partners LLC | 1,005 | $583.6K | 0.04% | −2,264−69.3% | Reduced |
| Pictet Asset Management Holding SA | 995 | $577.8K | 0.00% | −166−14.3% | Reduced |
| Regions Financial Corp | 983 | $570.9K | 0.00% | −96−8.9% | Reduced |
| Stifel Financial Corp | 962 | $558.7K | 0.00% | +124+14.8% | Added |
| Banque Pictet & Cie SA | 958 | $556.3K | 0.01% | −4−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 937 | $544.0K | 0.00% | −42−4.3% | Reduced |
| State of Wyoming | 927 | $538.3K | 0.06% | −246−21.0% | Reduced |
| Lakewood Asset Management LLC | 895 | $519.8K | 0.31% | −4−0.4% | Reduced |
| Cetera Investment Advisers | 887 | $515.2K | 0.00% | +887 | New |
| Mutual of America Capital Management LLC | 887 | $515.1K | 0.01% | −142−13.8% | Reduced |
| Aviva PLC | 882 | $512.2K | 0.00% | −180−16.9% | Reduced |
| Nisa Investment Advisors, LLC | 872 | $506.4K | 0.00% | +32+3.8% | Added |
| Aristides Capital LLC | 862 | $500.6K | 0.15% | −258−23.0% | Reduced |
| Alps Advisors Inc | 840 | $487.8K | 0.00% | +840 | New |
| Quadrant Capital Group LLC | 819 | $475.6K | 0.02% | 00.0% | Unchanged |
| CIBC Bancorp USA Inc. | 814 | $472.7K | 0.00% | +814 | New |
| Cherry Creek Investment Advisors, Inc. | 810 | $470.4K | 0.20% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 800 | $464.6K | 0.37% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 791 | $459.4K | 0.01% | −4,033−83.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $436.7K | 0.00% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 746 | $433.2K | 0.01% | +100+15.5% | Added |
| Zhang Financial LLC | 738 | $428.6K | 0.02% | 00.0% | Unchanged |