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 |
|---|---|---|---|---|---|
| Verus Capital Partners, LLC | 729 | $423.4K | 0.03% | +18+2.5% | Added |
| Two Sigma Securities, LLC | 715 | $415.2K | 0.06% | +715 | New |
| Evergreen Capital Management LLC | 712 | $413.5K | 0.01% | +163+29.7% | Added |
| D. E. Shaw & Co., Inc. | 699 | $405.9K | 0.00% | −2,609−78.9% | Reduced |
| R Squared Ltd | 685 | $397.8K | 0.17% | −465−40.4% | Reduced |
| HighPoint Advisor Group LLC | 679 | $394.3K | 0.02% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 677 | $393.2K | 0.05% | −563−45.4% | Reduced |
| Squarepoint Ops LLC | 662 | $384.4K | 0.00% | −1,703−72.0% | Reduced |
| Ameritas Investment Partners, Inc. | 638 | $370.5K | 0.01% | −142−18.2% | Reduced |
| Bank of Montreal | 631 | $366.4K | 0.00% | −733−53.7% | Reduced |
| Summit Trail Advisors, LLC | 630 | $365.9K | 0.01% | +630 | New |
| The PNC Financial Services Group, Inc. | 606 | $351.9K | 0.00% | −6−1.0% | Reduced |
| Moloney Securities Asset Management, LLC | 603 | $350.2K | 0.04% | −192−24.2% | Reduced |
| Xponance, Inc. | 599 | $347.9K | 0.00% | +5+0.8% | Added |
| Commonwealth Equity Services, LLC | 566 | $328.0K | 0.00% | −130−18.7% | Reduced |
| Stephens Inc | 564 | $327.5K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 548 | $318.2K | 0.00% | −6−1.1% | Reduced |
| Blair William & Co | 546 | $317.1K | 0.00% | +546 | New |
| Vident Advisory, LLC | 528 | $306.6K | 0.00% | −3,237−86.0% | Reduced |
| Penserra Capital Management LLC | 512 | $297.0K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 504 | $292.7K | 0.00% | +504 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $290.0K | 0.14% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 489 | $284.0K | 0.00% | −675−58.0% | Reduced |
| Burney Co | 475 | $275.8K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 457 | $265.4K | 0.02% | −24−5.0% | Reduced |
| Vestcor Inc | 432 | $251.0K | 0.01% | −419−49.2% | Reduced |
| Covestor Ltd | 432 | $251.0K | 0.14% | +233+117.1% | Added |
| SummitTX Capital, L.P. | 425 | $246.8K | 0.01% | −314−42.5% | Reduced |
| Davenport & Co LLC | 400 | $232.3K | 0.00% | +400 | New |
| New Age Alpha Advisors, LLC | 399 | $231.7K | 0.01% | −9−2.2% | Reduced |
| Fifth Third Bancorp | 398 | $231.1K | 0.00% | −1−0.3% | Reduced |
| Point72 Europe (London) LLP | 386 | $223.9K | 0.01% | +386 | New |
| Fiduciary Trust Co | 375 | $217.8K | 0.00% | +375 | New |
| JustInvest LLC | 365 | $212.0K | 0.00% | +365 | New |
| Profund Advisors LLC | 364 | $211.4K | 0.01% | +364 | New |
| Riverwater Partners LLC | 357 | $207.3K | 0.09% | +357 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 354 | $205.6K | 0.03% | +354 | New |
| RMB Capital Management, LLC | 353 | $205.0K | 0.00% | +353 | New |
| Swiss Life Asset Management Ltd | 352 | $204.4K | 0.00% | +352 | New |
| Abel Hall, LLC | 349 | $202.7K | 0.08% | +349 | New |
| Jones Financial Companies LLLP | 334 | $191.3K | 0.00% | +159+90.9% | Added |
| GAMMA Investing LLC | 298 | $173.1K | 0.01% | −11−3.6% | Reduced |
| KBC Group NV | 253 | $147.0K | 0.00% | 00.0% | Unchanged |
| Avanza Fonder AB | 239 | $138.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 224 | $130.1K | 0.00% | −512−69.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 211 | $122.5K | 0.00% | +12+6.0% | Added |
| Canada Pension Plan Investment Board | 200 | $116.1K | 0.00% | −200−50.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 220 | $110.7K | 0.00% | +220 | New |
| Smartleaf Asset Management LLC | 186 | $108.9K | 0.01% | +40+27.4% | Added |
| CWM, LLC | 176 | $102.0K | 0.00% | +42+31.3% | Added |
| Farther Finance Advisors, LLC | 152 | $88.3K | 0.00% | +64+72.7% | Added |
| Exchange Traded Concepts, LLC | 148 | $85.9K | 0.00% | +148 | New |
| Advisor Group Holdings, Inc. | 136 | $79.1K | 0.00% | +16+13.3% | Added |
| Parkside Financial Bank & Trust | 134 | $77.8K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 127 | $74.0K | 0.01% | −194−60.4% | Reduced |
| US Bancorp | 119 | $69.1K | 0.00% | −1,295−91.6% | Reduced |
| CIBC Private Wealth Group, LLC | 119 | $69.1K | 0.00% | +50+72.5% | Added |
| Public Employees Retirement System of Ohio | 115 | $66.8K | 0.00% | −3−2.5% | Reduced |
| Mather Group, LLC. | 108 | $62.7K | 0.00% | +108 | New |
| Danske Bank A/S | 100 | $58.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 67 | $38.9K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 65 | $37.7K | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 63 | $37.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 63 | $36.6K | 0.00% | +63 | New |
| Financial Management Professionals, Inc. | 60 | $34.8K | 0.00% | −18−23.1% | Reduced |
| EverSource Wealth Advisors, LLC | 56 | $32.5K | 0.00% | +8+16.7% | Added |
| Salomon & Ludwin, LLC | 54 | $30.8K | 0.00% | +54 | New |
| Umb Bank N A | 44 | $25.6K | 0.00% | +10+29.4% | Added |
| Clearstead Advisors, LLC | 43 | $25.0K | 0.00% | +14+48.3% | Added |
| SRS Capital Advisors, Inc. | 42 | $24.4K | 0.00% | +42 | New |
| Nomura Asset Management Co Ltd | 40 | $23.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 40 | $23.2K | 0.00% | +3+8.1% | Added |
| Simplex Trading, LLC | 38 | $22.0K | 0.00% | −148−79.6% | Reduced |
| Harbour Investments, Inc. | 34 | $19.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 34 | $19.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 32 | $18.6K | 0.00% | +10+45.5% | Added |
| Root Financial Partners, LLC | 30 | $17.4K | 0.00% | +30 | New |
| MAI Capital Management | 28 | $16.3K | 0.00% | +20+250.0% | Added |
| Pacer Advisors, Inc. | 26 | $15.1K | 0.00% | +26 | New |
| Hollencrest Capital Management | 25 | $14.5K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 21 | $12.0K | 0.00% | +21 | New |
| Meeder Asset Management Inc | 19 | $11.0K | 0.00% | −1,986−99.1% | Reduced |
| Sterling Capital Management LLC | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $10.5K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $9.29K | 0.00% | +16 | New |
| Hemington Wealth Management | 17 | $9.00K | 0.00% | +3+21.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 15 | $8.71K | 0.00% | +15 | New |
| LRI Investments, LLC | 13 | $7.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $7.55K | 0.00% | +1+8.3% | Added |
| Signaturefd, LLC | 12 | $6.97K | 0.00% | +1+9.1% | Added |
| Private Wealth Management Group, LLC | 11 | $6.39K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 9 | $5.23K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 8 | $5.00K | 0.00% | +3+60.0% | Added |
| Wealthspire Advisors, LLC | 8 | $4.65K | 0.00% | +8 | New |
| Rothschild Investment LLC | 7 | $4.07K | 0.00% | +1+16.7% | Added |
| JFS Wealth Advisors, LLC | 6 | $3.48K | 0.00% | +1+20.0% | Added |
| SBI Securities Co., Ltd. | 6 | $3.48K | 0.00% | −4−40.0% | Reduced |
| Versant Capital Management, Inc | 5 | $2.90K | 0.00% | −7−58.3% | Reduced |
| Massmutual Trust Co FSB | 5 | $2.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $2.90K | 0.00% | 00.0% | Unchanged |