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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, Q4 2025

Institutional positions in Cavco Industries, Inc. as of Dec 31, 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
354
+37 vs. Q3 2025
Shares held
7.79M
−55.9K (−0.7%) vs. Q3 2025
Total value
$4.60B
+$47.5M (+1.0%) vs. Q3 2025
New holders
64
109 more added
Sold out
27
128 more reduced

8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 354 institutions
Q1 2021: 189 institutionsQ2 2021: 187 institutionsQ3 2021: 188 institutionsQ4 2021: 221 institutionsQ1 2022: 226 institutionsQ2 2022: 224 institutionsQ3 2022: 240 institutionsQ4 2022: 251 institutionsQ1 2023: 260 institutionsQ2 2023: 254 institutionsQ3 2023: 255 institutionsQ4 2023: 259 institutionsQ1 2024: 263 institutionsQ2 2024: 272 institutionsQ3 2024: 293 institutionsQ4 2024: 299 institutionsQ1 2025: 334 institutionsQ2 2025: 315 institutionsQ3 2025: 325 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 360 institutions
Value heldQ4 2025: $4.60B
Q1 2021: $1.91BQ2 2021: $1.89BQ3 2021: $2.02BQ4 2021: $2.70BQ1 2022: $2.04BQ2 2022: $1.64BQ3 2022: $1.73BQ4 2022: $1.85BQ1 2023: $2.64BQ2 2023: $2.46BQ3 2023: $2.20BQ4 2023: $2.77BQ1 2024: $3.22BQ2 2024: $2.71BQ3 2024: $3.32BQ4 2024: $3.43BQ1 2025: $3.98BQ2 2025: $3.29BQ3 2025: $4.56BQ4 2025: $4.60BQ1 2026: $3.80BQ2 2026: $4.74B
Institutions holding CVCO and their total value by quarter
QuarterHoldersValue
Q2 2026360$4.74B
Q1 2026346$3.80B
Q4 2025354$4.60B
Q3 2025325$4.56B
Q2 2025315$3.29B
Q1 2025334$3.98B
Q4 2024299$3.43B
Q3 2024293$3.32B
Q2 2024272$2.71B
Q1 2024263$3.22B
Q4 2023259$2.77B
Q3 2023255$2.20B
Q2 2023254$2.46B
Q1 2023260$2.64B
Q4 2022251$1.85B
Q3 2022240$1.73B
Q2 2022224$1.64B
Q1 2022226$2.04B
Q4 2021221$2.70B
Q3 2021188$2.02B
Q2 2021187$1.89B
Q1 2021189$1.91B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2025.

Institutions holding CVCO in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
TD Private Client Wealth LLC1$5910.00%00.0%Unchanged
SJS Investment Consulting Inc.1$5910.00%00.0%Unchanged
True Wealth Design, LLC1$5910.00%00.0%Unchanged
Rialto Wealth Management, LLC1$5910.00%00.0%Unchanged
Marquette Asset Management, LLC1$5910.00%+1New
USA Financial Portformulas Corp1$5910.00%+1New
Flagship Harbor Advisors, LLC1$5910.00%+1New
Larson Financial Group LLC1$5910.00%+1New
Cedar Mountain Advisors, LLC1$5910.00%+1New
Ankerstar Wealth, LLC1$5910.00%+1New
Hughes Financial Services, LLC1$5910.00%+1New
Gilpin Wealth Management, LLC1$5910.00%+1New
Basecamp Wealth Advisors LLC1$5910.00%+1New
Essential Partners LLC1$5910.00%+1New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Global Retirement Partners, LLC2$1.18K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC2$1.18K0.00%+1+100.0%Added
Zions Bancorporation, National Association2$1.18K0.00%+2New
Greenline Wealth Management LLC2$1.46K0.00%+2New
Picton Mahoney Asset Management3$1.77K0.00%00.0%Unchanged
Millstone Evans Group, LLC3$1.77K0.00%00.0%Unchanged
Assetmark, Inc3$1.77K0.00%+3New
Annis Gardner Whiting Capital Advisors, LLC3$1.77K0.00%+1+50.0%Added
Fortitude Family Office, LLC4$2.36K0.00%−1−20.0%Reduced
J.Safra Asset Management Corp4$2.36K0.00%00.0%Unchanged
High Note Wealth, LLC4$2.36K0.00%00.0%Unchanged
Allworth Financial LP4$2.36K0.00%+3+300.0%Added
Cornerstone Planning Group LLC4$2.46K0.00%00.0%Unchanged
Albion Financial Group5$2.95K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc5$2.95K0.00%00.0%Unchanged
Versant Capital Management, Inc5$2.95K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$2.95K0.00%00.0%Unchanged
SBI Securities Co., Ltd.6$3.54K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC6$3.54K0.00%+4+200.0%Added
Keating Financial Advisory Services, Inc.6$3.54K0.00%+6New
Massmutual Trust Co FSB7$4.13K0.00%+2+40.0%Added
Rothschild Investment LLC8$4.73K0.00%+1+14.3%Added
JFS Wealth Advisors, LLC8$4.73K0.00%+2+33.3%Added
Signature Equity Partners, LLC8$4.73K0.00%+8New
Torren Management, LLC9$5.32K0.00%+9New
Optiver Holding B.V.10$5.91K0.00%−22−68.8%Reduced
Signaturefd, LLC11$6.50K0.00%−1−8.3%Reduced
Private Wealth Management Group, LLC11$6.50K0.00%00.0%Unchanged
Sound Income Strategies, LLC11$7.67K0.00%+11New
LRI Investments, LLC13$7.68K0.00%00.0%Unchanged
Bare Financial Services, Inc14$8.27K0.00%+1+7.7%Added
Transamerica Financial Advisors, Inc.16$9.45K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC19$11.2K0.00%+19New
MAI Capital Management20$11.8K0.00%−8−28.6%Reduced
Pacer Advisors, Inc.24$14.2K0.00%−2−7.7%Reduced
Harbour Investments, Inc.34$20.1K0.00%00.0%Unchanged
GWM Advisors LLC34$20.1K0.00%00.0%Unchanged
Hantz Financial Services, Inc.35$21.0K0.00%+27+337.5%Added
Root Financial Partners, LLC36$21.3K0.00%+6+20.0%Added
Financial Management Professionals, Inc.37$21.9K0.00%−23−38.3%Reduced
Rockefeller Capital Management L.P.38$22.4K0.00%−25−39.7%Reduced
Umb Bank N A39$23.0K0.00%−5−11.4%Reduced
Kestra Advisory Services, LLC39$23.0K0.00%+39New
Nomura Asset Management Co Ltd40$23.6K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.43$25.4K0.00%+1+2.4%Added
Sterling Capital Management LLC51$30.1K0.00%+32+168.4%Added
EverSource Wealth Advisors, LLC57$33.7K0.00%+1+1.8%Added
Salomon & Ludwin, LLC60$35.6K0.00%+6+11.1%Added
Mountain Hill Investment Partners Corp.65$38.4K0.03%00.0%Unchanged
Parallel Advisors, LLC67$39.6K0.00%00.0%Unchanged
Los Angeles Capital Management LLC91$45.9K0.00%+91New
Aster Capital Management (DIFC) Ltd78$46.1K0.02%+78New
Kemnay Advisory Services Inc.84$49.6K0.01%+84New
Advisor Group Holdings, Inc.88$52.0K0.00%−48−35.3%Reduced
Danske Bank A/S100$59.1K0.00%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.101$60.0K0.00%+38+60.3%Added
Public Employees Retirement System of Ohio112$66.2K0.00%−3−2.6%Reduced
US Bancorp116$68.5K0.00%−3−2.5%Reduced
Canada Pension Plan Investment Board120$70.9K0.00%−80−40.0%Reduced
Clearstead Advisors, LLC123$72.7K0.00%+80+186.0%Added
Wellington-Altus USA Inc.126$74.4K0.06%+126New
Parkside Financial Bank & Trust152$89.8K0.01%+18+13.4%Added
Pinnacle Wealth Planning Services, Inc.156$92.2K0.01%+156New
Avanza Fonder AB173$102.2K0.00%−66−27.6%Reduced
Northwestern Mutual Wealth Management Co177$104.6K0.00%−34−16.1%Reduced
OP Asset Management Ltd181$106.9K0.00%−1,627−90.0%Reduced
Simplex Trading, LLC204$120.5K0.00%+166+436.8%Added
CWM, LLC231$136.0K0.00%+55+31.3%Added
Wealth Enhancement Advisory Services, LLC224$143.7K0.00%+4+1.8%Added
Farther Finance Advisors, LLC244$144.1K0.00%+92+60.5%Added
KBC Group NV253$149.0K0.00%00.0%Unchanged
Smartleaf Asset Management LLC251$150.4K0.01%+65+34.9%Added
St Germain D J Co Inc305$180.2K0.01%+305New
M&T Bank Corp342$202.4K0.00%+342New
Sanctuary Advisors, LLC343$202.6K0.00%+343New
Profund Advisors LLC350$206.8K0.01%−14−3.8%Reduced
New Age Alpha Advisors, LLC354$209.1K0.01%−45−11.3%Reduced
RMB Capital Management, LLC355$209.7K0.00%+2+0.6%Added
Exchange Traded Concepts, LLC357$210.9K0.00%+209+141.2%Added
Swiss Life Asset Management Ltd361$213.3K0.00%+9+2.6%Added
GAMMA Investing LLC373$220.3K0.01%+75+25.2%Added
Arkadios Wealth Advisors375$221.5K0.00%+375New
Fiduciary Trust Co375$221.5K0.00%00.0%Unchanged
Farringdon Capital, Ltd.378$223.3K0.05%+378New
Covestor Ltd383$227.0K0.12%−49−11.3%Reduced