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 |
|---|---|---|---|---|---|
| Moran Wealth Management, LLC | 1,732 | $1.02M | 0.03% | +181+11.7% | Added |
| Assenagon Asset Management S.A. | 1,755 | $1.04M | 0.00% | +1,755 | New |
| Oregon Public Employees Retirement Fund | 1,812 | $1.07M | 0.01% | +75+4.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,932 | $1.14M | 0.01% | −84−4.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,020 | $1.19M | 0.01% | −271−11.8% | Reduced |
| Resources Investment Advisors, LLC. | 2,030 | $1.20M | 0.01% | −80−3.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,087 | $1.23M | 0.01% | −26−1.2% | Reduced |
| Engineers Gate Manager LP | 2,137 | $1.26M | 0.01% | +2,137 | New |
| Arizona State Retirement System | 2,199 | $1.30M | 0.01% | −72−3.2% | Reduced |
| State Board of Administration of Florida Retirement System | 2,205 | $1.30M | 0.00% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,230 | $1.32M | 0.14% | −15−0.7% | Reduced |
| Amalgamated Bank | 2,268 | $1.34M | 0.01% | −2−0.1% | Reduced |
| STRS Ohio | 2,300 | $1.36M | 0.01% | −100−4.2% | Reduced |
| Comerica Bank | 2,364 | $1.40M | 0.01% | −498−17.4% | Reduced |
| SkyView Investment Advisors, LLC | 2,399 | $1.42M | 0.18% | −15−0.6% | Reduced |
| Victory Capital Management Inc | 2,411 | $1.42M | 0.00% | +247+11.4% | Added |
| XTX Topco Ltd | 2,448 | $1.45M | 0.04% | +2,448 | New |
| Yousif Capital Management, LLC | 2,129 | $1.46M | 0.02% | −354−14.3% | Reduced |
| New York State Common Retirement Fund | 2,471 | $1.46M | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,484 | $1.47M | 0.02% | −606−19.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,485 | $1.47M | 0.34% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 2,655 | $1.57M | 0.04% | −7,548−74.0% | Reduced |
| Cascade Investment Advisors, Inc. | 2,665 | $1.57M | 0.93% | −17−0.6% | Reduced |
| New York State Teachers Retirement System | 2,697 | $1.59M | 0.00% | +111+4.3% | Added |
| Headlands Technologies LLC | 2,908 | $1.72M | 0.14% | +2,908 | New |
| Entropy Technologies, LP | 2,940 | $1.74M | 0.09% | −560−16.0% | Reduced |
| AQR Capital Management LLC | 2,957 | $1.75M | 0.00% | +478+19.3% | Added |
| Verition Fund Management LLC | 3,000 | $1.77M | 0.01% | −1,831−37.9% | Reduced |
| Truist Financial Corp | 3,234 | $1.91M | 0.00% | −7,489−69.8% | Reduced |
| State of Tennessee, Treasury Department | 3,891 | $1.91M | 0.01% | −131−3.3% | Reduced |
| Voya Investment Management LLC | 3,349 | $1.98M | 0.00% | −41,999−92.6% | Reduced |
| Boothbay Fund Management, LLC | 3,359 | $1.98M | 0.05% | −371−9.9% | Reduced |
| Lighthouse Investment Partners, LLC | 3,398 | $2.01M | 0.07% | +3,398 | New |
| First Trust Advisors LP | 3,402 | $2.01M | 0.00% | −8,798−72.1% | Reduced |
| Oppenheimer Asset Management Inc. | 3,402 | $2.01M | 0.02% | −142−4.0% | Reduced |
| LPL Financial LLC | 3,497 | $2.07M | 0.00% | +1,066+43.9% | Added |
| Credit Agricole S A | 3,518 | $2.08M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 3,535 | $2.09M | 0.00% | −187−5.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,589 | $2.12M | 0.00% | +42+1.2% | Added |
| Brinker Capital Investments, LLC | 3,591 | $2.12M | 0.02% | −244−6.4% | Reduced |
| Louisiana State Employees Retirement System | 3,600 | $2.13M | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,876 | $2.29M | 0.00% | −1,839−32.2% | Reduced |
| State of New Jersey Common Pension Fund D | 4,000 | $2.36M | 0.01% | −365−8.4% | Reduced |
| Bridgewater Associates, LP | 4,068 | $2.40M | 0.01% | +1,578+63.4% | Added |
| Creative Planning | 4,146 | $2.45M | 0.00% | +1,187+40.1% | Added |
| Pathstone Holdings, LLC | 4,248 | $2.51M | 0.01% | +1,326+45.4% | Added |
| MetLife Investment Management | 4,284 | $2.53M | 0.01% | −177−4.0% | Reduced |
| Illinois Municipal Retirement Fund | 4,288 | $2.53M | 0.03% | +175+4.3% | Added |
| State of Alaska, Department of Revenue | 4,404 | $2.60M | 0.03% | +6+0.1% | Added |
| Two Sigma Advisers, LP | 4,500 | $2.66M | 0.01% | 00.0% | Unchanged |
| Anchor Capital Advisors LLC | 4,553 | $2.69M | 0.08% | +362+8.6% | Added |
| Ancora Advisors, LLC | 4,770 | $2.82M | 0.06% | −2,210−31.7% | Reduced |
| Marshall Wace, LLP | 5,043 | $2.98M | 0.00% | +5,043 | New |
| EMG Holdings, L.P. | 5,043 | $2.98M | 4.76% | +5,043 | New |
| Millennium Management LLC | 5,299 | $3.13M | 0.00% | −3,238−37.9% | Reduced |
| Thrivent Financial for Lutherans | 5,646 | $3.33M | 0.01% | −349−5.8% | Reduced |
| Intech Investment Management LLC | 5,766 | $3.41M | 0.03% | +2,116+58.0% | Added |
| Harbor Capital Advisors, Inc. | 6,263 | $3.70M | 0.29% | −588−8.6% | Reduced |
| Marks Group Wealth Management, Inc | 6,378 | $3.77M | 0.36% | −3,937−38.2% | Reduced |
| BNP Paribas Arbitrage, SA | 6,510 | $3.85M | 0.00% | −2,059−24.0% | Reduced |
| Great West Life Assurance Co | 6,675 | $3.94M | 0.01% | −751−10.1% | Reduced |
| SEI Investments Co | 6,839 | $4.04M | 0.00% | +3,079+81.9% | Added |
| California State Teachers Retirement System | 7,511 | $4.44M | 0.00% | +311+4.3% | Added |
| Watchman Group, Inc. | 7,721 | $4.56M | 1.09% | −365−4.5% | Reduced |
| Prelude Capital Management, LLC | 7,893 | $4.66M | 0.34% | −1,478−15.8% | Reduced |
| Crown Advisors Management, Inc. | 8,000 | $4.72M | 3.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,725 | $5.15M | 0.01% | +811+10.2% | Added |
| Alliancebernstein L.P. | 8,950 | $5.29M | 0.00% | +511+6.1% | Added |
| Citigroup Inc | 9,059 | $5.35M | 0.00% | −532−5.5% | Reduced |
| Deutsche Bank AG | 9,090 | $5.37M | 0.00% | +878+10.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,145 | $5.40M | 0.01% | −9−0.1% | Reduced |
| Royal Bank of Canada | 9,516 | $5.62M | 0.00% | −4,063−29.9% | Reduced |
| Wells Fargo & Company | 9,595 | $5.67M | 0.00% | +4,316+81.8% | Added |
| Confluence Investment Management LLC | 10,421 | $6.16M | 0.09% | −1,866−15.2% | Reduced |
| Intrinsic Edge Capital Management LLC | 11,000 | $6.50M | 1.26% | +1,001+10.0% | Added |
| Cannell Capital LLC | 11,360 | $6.71M | 4.28% | −20,801−64.7% | Reduced |
| Ballast Asset Management, LP | 11,812 | $6.98M | 3.30% | −427−3.5% | Reduced |
| Renaissance Technologies LLC | 11,969 | $7.07M | 0.01% | +7,869+191.9% | Added |
| Pier Capital, LLC | 12,103 | $7.15M | 1.14% | +5,761+90.8% | Added |
| Teacher Retirement System of Texas | 12,355 | $7.30M | 0.03% | +345+2.9% | Added |
| Russell Investments Group, Ltd. | 12,382 | $7.32M | 0.01% | +234+1.9% | Added |
| Westbourne Investment Advisors, Inc. | 12,388 | $7.32M | 2.02% | −1,712−12.1% | Reduced |
| State of Wisconsin Investment Board | 12,573 | $7.43M | 0.02% | +814+6.9% | Added |
| Rafferty Asset Management, LLC | 12,776 | $7.55M | 0.03% | +825+6.9% | Added |
| Allspring Global Investments Holdings, LLC | 13,255 | $7.84M | 0.01% | −3,062−18.8% | Reduced |
| UBS Asset Management Americas Inc | 13,582 | $8.02M | 0.00% | +251+1.9% | Added |
| Aviance Capital Partners, LLC | 14,415 | $8.52M | 0.98% | +58+0.4% | Added |
| Arrowstreet Capital, Limited Partnership | 14,943 | $8.83M | 0.01% | +14,943 | New |
| Man Group plc | 15,094 | $8.92M | 0.02% | −4,565−23.2% | Reduced |
| Tudor Investment Corp Et Al | 15,249 | $9.01M | 0.05% | +15,249 | New |
| Swiss National Bank | 15,620 | $9.23M | 0.01% | +720+4.8% | Added |
| Allianz Asset Management GmbH | 15,850 | $9.36M | 0.01% | −612−3.7% | Reduced |
| Raymond James Financial Inc | 17,146 | $10.1M | 0.00% | −1,059−5.8% | Reduced |
| Norges Bank | 17,622 | $10.4M | 0.00% | +17,622 | New |
| Susquehanna Portfolio Strategies, LLC | 19,633 | $11.6M | 0.18% | +1,118+6.0% | Added |
| Legal & General Group Plc | 20,302 | $12.0M | 0.00% | −735−3.5% | Reduced |
| Barclays PLC | 20,343 | $12.0M | 0.00% | +4,183+25.9% | Added |
| Jane Street Group, LLC | 20,983 | $12.4M | 0.01% | +20,983 | New |
| Rhumbline Advisers | 21,195 | $12.5M | 0.01% | −1,208−5.4% | Reduced |
| EULAV Asset Management | 21,900 | $12.9M | 0.35% | 00.0% | Unchanged |