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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ISAM Funds (UK) Ltd | 391 | $231.0K | 0.08% | −1,279−76.6% | Reduced |
| Occidental Asset Management, LLC | 397 | $234.5K | 0.03% | +397 | New |
| Davenport & Co LLC | 400 | $236.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 404 | $238.7K | 0.00% | +6+1.5% | Added |
| Aigen Investment Management, LP | 408 | $241.0K | 0.06% | +408 | New |
| JustInvest LLC | 409 | $241.6K | 0.00% | +44+12.1% | Added |
| Riverwater Partners LLC | 425 | $251.1K | 0.10% | +68+19.0% | Added |
| Abel Hall, LLC | 428 | $252.8K | 0.06% | +79+22.6% | Added |
| Coldstream Capital Management Inc | 434 | $256.4K | 0.00% | −114−20.8% | Reduced |
| CIBC Private Wealth Group, LLC | 434 | $256.4K | 0.00% | +315+264.7% | Added |
| Meeder Asset Management Inc | 444 | $262.3K | 0.01% | +425+2,236.8% | Added |
| VARCOV Co. | 445 | $262.9K | 0.10% | +445 | New |
| Versor Investments LP | 453 | $267.6K | 0.04% | +453 | New |
| Penserra Capital Management LLC | 455 | $268.0K | 0.00% | −57−11.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 457 | $270.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 475 | $280.6K | 0.01% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 478 | $285.9K | 0.00% | −11−2.2% | Reduced |
| Sequoia Financial Advisors, LLC | 491 | $290.1K | 0.00% | +491 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $295.0K | 0.14% | 00.0% | Unchanged |
| CIBC World Markets Corp | 515 | $304.2K | 0.00% | +515 | New |
| Blair William & Co | 526 | $310.7K | 0.00% | −20−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 530 | $313.1K | 0.00% | −950−64.2% | Reduced |
| Jones Financial Companies LLLP | 551 | $325.5K | 0.00% | +217+65.0% | Added |
| Stephens Inc | 564 | $333.2K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 568 | $335.5K | 0.00% | +2+0.4% | Added |
| Vident Advisory, LLC | 591 | $349.1K | 0.00% | +63+11.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 600 | $354.4K | 0.01% | −2,872−82.7% | Reduced |
| Xponance, Inc. | 602 | $355.6K | 0.00% | +3+0.5% | Added |
| Bank of Montreal | 616 | $363.9K | 0.00% | −15−2.4% | Reduced |
| Quantinno Capital Management LP | 625 | $369.2K | 0.00% | +121+24.0% | Added |
| Ameritas Investment Partners, Inc. | 638 | $376.9K | 0.01% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 658 | $388.7K | 0.01% | −21−3.1% | Reduced |
| R Squared Ltd | 659 | $389.3K | 0.18% | −26−3.8% | Reduced |
| Guggenheim Capital LLC | 664 | $392.3K | 0.00% | +664 | New |
| Summit Trail Advisors, LLC | 666 | $393.4K | 0.01% | +36+5.7% | Added |
| Fox Run Management, L.L.C. | 684 | $404.1K | 0.06% | +684 | New |
| Verus Capital Partners, LLC | 689 | $407.0K | 0.03% | −40−5.5% | Reduced |
| D. E. Shaw & Co., Inc. | 699 | $412.9K | 0.00% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 705 | $416.5K | 0.01% | −7−1.0% | Reduced |
| The PNC Financial Services Group, Inc. | 712 | $420.6K | 0.00% | +106+17.5% | Added |
| Zhang Financial LLC | 738 | $436.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $444.2K | 0.00% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 754 | $445.4K | 0.01% | −391−34.1% | Reduced |
| Virtu Financial LLC | 764 | $451.0K | 0.02% | +764 | New |
| Banque Pictet & Cie SA | 775 | $457.8K | 0.00% | −183−19.1% | Reduced |
| Spears Abacus Advisors LLC | 791 | $467.3K | 0.01% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 794 | $469.0K | 0.20% | −16−2.0% | Reduced |
| Quadrant Capital Group LLC | 797 | $470.8K | 0.01% | −22−2.7% | Reduced |
| Yorktown Management & Research Co Inc | 800 | $472.6K | 0.38% | 00.0% | Unchanged |
| Alps Advisors Inc | 839 | $495.6K | 0.00% | −1−0.1% | Reduced |
| Virginia Retirement Systems Et Al | 840 | $496.2K | 0.00% | +840 | New |
| Aviva PLC | 846 | $499.8K | 0.00% | −36−4.1% | Reduced |
| Mariner, LLC | 850 | $502.4K | 0.00% | −547−39.2% | Reduced |
| Nisa Investment Advisors, LLC | 872 | $515.1K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 887 | $524.0K | 0.00% | −75−7.8% | Reduced |
| Mutual of America Capital Management LLC | 892 | $526.9K | 0.01% | +5+0.6% | Added |
| Vestcor Inc | 899 | $531.0K | 0.02% | +467+108.1% | Added |
| Aristides Capital LLC | 902 | $532.8K | 0.18% | +40+4.6% | Added |
| Natixis | 914 | $539.9K | 0.00% | +914 | New |
| Public Employees Retirement Association of Colorado | 937 | $554.0K | 0.00% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 940 | $555.3K | 0.11% | +940 | New |
| Schonfeld Strategic Advisors LLC | 947 | $559.4K | 0.00% | −37,770−97.6% | Reduced |
| Lakewood Asset Management LLC | 959 | $566.5K | 0.33% | +64+7.2% | Added |
| Cetera Investment Advisers | 964 | $569.6K | 0.00% | +77+8.7% | Added |
| Almitas Capital LLC | 992 | $586.0K | 0.13% | +992 | New |
| Unique Wealth Strategies, LLC | 1,003 | $592.7K | 0.23% | +1,003 | New |
| Regions Financial Corp | 1,017 | $600.8K | 0.00% | +34+3.5% | Added |
| GTS Securities LLC | 1,035 | $611.4K | 0.02% | −405−28.1% | Reduced |
| Captrust Financial Advisors | 1,097 | $648.0K | 0.00% | +52+5.0% | Added |
| Tower Research Capital LLC (TRC) | 1,107 | $653.9K | 0.02% | +883+394.2% | Added |
| Maryland State Retirement & Pension System | 1,143 | $675.2K | 0.01% | +5+0.4% | Added |
| Scientech Research LLC | 1,170 | $691.2K | 0.43% | +1,170 | New |
| AIA Group Ltd | 1,190 | $703.0K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,187 | $705.2K | 0.02% | +6+0.5% | Added |
| Caxton Associates LLP | 1,197 | $707.1K | 0.01% | +1,197 | New |
| Amundi | 1,208 | $713.6K | 0.00% | −206−14.6% | Reduced |
| MML Investors Services, LLC | 1,238 | $731.3K | 0.00% | −31−2.4% | Reduced |
| Park Avenue Securities LLC | 1,243 | $734.0K | 0.01% | −4−0.3% | Reduced |
| Polymer Capital Management (US) LLC | 1,243 | $734.3K | 0.09% | +566+83.6% | Added |
| Pictet Asset Management Holding SA | 1,249 | $737.8K | 0.00% | +254+25.5% | Added |
| Qube Research & Technologies Ltd | 1,253 | $740.2K | 0.00% | +1,253 | New |
| State of Wyoming | 1,261 | $744.9K | 0.08% | +334+36.0% | Added |
| O'Shaughnessy Asset Management, LLC | 1,274 | $752.6K | 0.00% | +155+13.9% | Added |
| Guidance Capital, Inc | 1,107 | $757.0K | 0.18% | −15−1.3% | Reduced |
| Sendero Wealth Management, LLC | 1,290 | $762.1K | 0.08% | +204+18.8% | Added |
| Two Sigma Securities, LLC | 1,292 | $763.2K | 0.10% | +577+80.7% | Added |
| Everence Capital Management Inc | 1,330 | $786.0K | 0.05% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 1,337 | $802.0K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,394 | $823.5K | 0.00% | −60−4.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,450 | $856.6K | 0.00% | +40+2.8% | Added |
| Gsa Capital Partners LLP | 1,493 | $882.0K | 0.08% | +1,493 | New |
| Quest Partners LLC | 1,498 | $884.9K | 0.05% | +493+49.1% | Added |
| CI Private Wealth, LLC | 1,505 | $889.4K | 0.00% | −647−30.1% | Reduced |
| ProShare Advisors LLC | 1,515 | $895.0K | 0.00% | +72+5.0% | Added |
| HSBC Holdings PLC | 1,516 | $897.6K | 0.00% | +1,516 | New |
| South Shore Capital Advisors | 1,620 | $957.0K | 0.70% | +1,620 | New |
| HighTower Advisors, LLC | 1,623 | $958.8K | 0.00% | +19+1.2% | Added |
| SG Americas Securities, LLC | 1,638 | $968.0K | 0.00% | −529−24.4% | Reduced |
| KLP Kapitalforvaltning AS | 1,680 | $992.4K | 0.00% | −420−20.0% | Reduced |
| Huntleigh Advisors, Inc. | 1,731 | $1.02M | 0.17% | +89+5.4% | Added |