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 |
|---|---|---|---|---|---|
| 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 |
| Ancora Advisors, LLC | 4,770 | $2.82M | 0.06% | −2,210−31.7% | Reduced |
| Anchor Capital Advisors LLC | 4,553 | $2.69M | 0.08% | +362+8.6% | Added |
| Two Sigma Advisers, LP | 4,500 | $2.66M | 0.01% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 4,404 | $2.60M | 0.03% | +6+0.1% | Added |
| Illinois Municipal Retirement Fund | 4,288 | $2.53M | 0.03% | +175+4.3% | Added |
| MetLife Investment Management | 4,284 | $2.53M | 0.01% | −177−4.0% | Reduced |
| Pathstone Holdings, LLC | 4,248 | $2.51M | 0.01% | +1,326+45.4% | Added |
| Creative Planning | 4,146 | $2.45M | 0.00% | +1,187+40.1% | Added |
| Bridgewater Associates, LP | 4,068 | $2.40M | 0.01% | +1,578+63.4% | Added |
| State of New Jersey Common Pension Fund D | 4,000 | $2.36M | 0.01% | −365−8.4% | Reduced |
| Susquehanna International Group, LLP | 3,876 | $2.29M | 0.00% | −1,839−32.2% | Reduced |
| Louisiana State Employees Retirement System | 3,600 | $2.13M | 0.04% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 3,591 | $2.12M | 0.02% | −244−6.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,589 | $2.12M | 0.00% | +42+1.2% | Added |
| Manufacturers Life Insurance Company, The | 3,535 | $2.09M | 0.00% | −187−5.0% | Reduced |
| Credit Agricole S A | 3,518 | $2.08M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 3,497 | $2.07M | 0.00% | +1,066+43.9% | Added |
| 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 |
| Lighthouse Investment Partners, LLC | 3,398 | $2.01M | 0.07% | +3,398 | New |
| Boothbay Fund Management, LLC | 3,359 | $1.98M | 0.05% | −371−9.9% | Reduced |
| Voya Investment Management LLC | 3,349 | $1.98M | 0.00% | −41,999−92.6% | Reduced |
| State of Tennessee, Treasury Department | 3,891 | $1.91M | 0.01% | −131−3.3% | Reduced |
| Truist Financial Corp | 3,234 | $1.91M | 0.00% | −7,489−69.8% | Reduced |
| Verition Fund Management LLC | 3,000 | $1.77M | 0.01% | −1,831−37.9% | Reduced |
| AQR Capital Management LLC | 2,957 | $1.75M | 0.00% | +478+19.3% | Added |
| Entropy Technologies, LP | 2,940 | $1.74M | 0.09% | −560−16.0% | Reduced |
| Headlands Technologies LLC | 2,908 | $1.72M | 0.14% | +2,908 | New |
| New York State Teachers Retirement System | 2,697 | $1.59M | 0.00% | +111+4.3% | Added |
| Cascade Investment Advisors, Inc. | 2,665 | $1.57M | 0.93% | −17−0.6% | Reduced |
| Edgestream Partners, L.P. | 2,655 | $1.57M | 0.04% | −7,548−74.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,485 | $1.47M | 0.34% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2,484 | $1.47M | 0.02% | −606−19.6% | Reduced |
| New York State Common Retirement Fund | 2,471 | $1.46M | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 2,129 | $1.46M | 0.02% | −354−14.3% | Reduced |
| XTX Topco Ltd | 2,448 | $1.45M | 0.04% | +2,448 | New |
| Victory Capital Management Inc | 2,411 | $1.42M | 0.00% | +247+11.4% | Added |
| SkyView Investment Advisors, LLC | 2,399 | $1.42M | 0.18% | −15−0.6% | Reduced |
| Comerica Bank | 2,364 | $1.40M | 0.01% | −498−17.4% | Reduced |
| STRS Ohio | 2,300 | $1.36M | 0.01% | −100−4.2% | Reduced |
| Amalgamated Bank | 2,268 | $1.34M | 0.01% | −2−0.1% | Reduced |
| Sheets Smith Wealth Management | 2,230 | $1.32M | 0.14% | −15−0.7% | Reduced |
| State Board of Administration of Florida Retirement System | 2,205 | $1.30M | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 2,199 | $1.30M | 0.01% | −72−3.2% | Reduced |
| Engineers Gate Manager LP | 2,137 | $1.26M | 0.01% | +2,137 | New |
| Police & Firemen's Retirement System of New Jersey | 2,087 | $1.23M | 0.01% | −26−1.2% | Reduced |
| Resources Investment Advisors, LLC. | 2,030 | $1.20M | 0.01% | −80−3.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 2,020 | $1.19M | 0.01% | −271−11.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,932 | $1.14M | 0.01% | −84−4.2% | Reduced |
| Oregon Public Employees Retirement Fund | 1,812 | $1.07M | 0.01% | +75+4.3% | Added |
| Assenagon Asset Management S.A. | 1,755 | $1.04M | 0.00% | +1,755 | New |
| Moran Wealth Management, LLC | 1,732 | $1.02M | 0.03% | +181+11.7% | Added |
| Huntleigh Advisors, Inc. | 1,731 | $1.02M | 0.17% | +89+5.4% | Added |
| KLP Kapitalforvaltning AS | 1,680 | $992.4K | 0.00% | −420−20.0% | Reduced |
| SG Americas Securities, LLC | 1,638 | $968.0K | 0.00% | −529−24.4% | Reduced |
| HighTower Advisors, LLC | 1,623 | $958.8K | 0.00% | +19+1.2% | Added |
| South Shore Capital Advisors | 1,620 | $957.0K | 0.70% | +1,620 | New |
| HSBC Holdings PLC | 1,516 | $897.6K | 0.00% | +1,516 | New |
| ProShare Advisors LLC | 1,515 | $895.0K | 0.00% | +72+5.0% | Added |
| CI Private Wealth, LLC | 1,505 | $889.4K | 0.00% | −647−30.1% | Reduced |
| Quest Partners LLC | 1,498 | $884.9K | 0.05% | +493+49.1% | Added |
| Gsa Capital Partners LLP | 1,493 | $882.0K | 0.08% | +1,493 | New |
| Robeco Institutional Asset Management B.V. | 1,450 | $856.6K | 0.00% | +40+2.8% | Added |
| Cresset Asset Management, LLC | 1,394 | $823.5K | 0.00% | −60−4.1% | Reduced |
| Premier Fund Managers Ltd | 1,337 | $802.0K | 0.05% | 00.0% | Unchanged |
| Everence Capital Management Inc | 1,330 | $786.0K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 1,292 | $763.2K | 0.10% | +577+80.7% | Added |
| Sendero Wealth Management, LLC | 1,290 | $762.1K | 0.08% | +204+18.8% | Added |
| Guidance Capital, Inc | 1,107 | $757.0K | 0.18% | −15−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,274 | $752.6K | 0.00% | +155+13.9% | Added |
| State of Wyoming | 1,261 | $744.9K | 0.08% | +334+36.0% | Added |
| Qube Research & Technologies Ltd | 1,253 | $740.2K | 0.00% | +1,253 | New |
| Pictet Asset Management Holding SA | 1,249 | $737.8K | 0.00% | +254+25.5% | Added |
| Polymer Capital Management (US) LLC | 1,243 | $734.3K | 0.09% | +566+83.6% | Added |
| Park Avenue Securities LLC | 1,243 | $734.0K | 0.01% | −4−0.3% | Reduced |
| MML Investors Services, LLC | 1,238 | $731.3K | 0.00% | −31−2.4% | Reduced |
| Amundi | 1,208 | $713.6K | 0.00% | −206−14.6% | Reduced |
| Caxton Associates LLP | 1,197 | $707.1K | 0.01% | +1,197 | New |
| NorthCrest Asset Manangement, LLC | 1,187 | $705.2K | 0.02% | +6+0.5% | Added |
| AIA Group Ltd | 1,190 | $703.0K | 0.01% | 00.0% | Unchanged |
| Scientech Research LLC | 1,170 | $691.2K | 0.43% | +1,170 | New |
| Maryland State Retirement & Pension System | 1,143 | $675.2K | 0.01% | +5+0.4% | Added |
| Tower Research Capital LLC (TRC) | 1,107 | $653.9K | 0.02% | +883+394.2% | Added |
| Captrust Financial Advisors | 1,097 | $648.0K | 0.00% | +52+5.0% | Added |
| GTS Securities LLC | 1,035 | $611.4K | 0.02% | −405−28.1% | Reduced |
| Regions Financial Corp | 1,017 | $600.8K | 0.00% | +34+3.5% | Added |
| Unique Wealth Strategies, LLC | 1,003 | $592.7K | 0.23% | +1,003 | New |
| Almitas Capital LLC | 992 | $586.0K | 0.13% | +992 | New |
| Cetera Investment Advisers | 964 | $569.6K | 0.00% | +77+8.7% | Added |
| Lakewood Asset Management LLC | 959 | $566.5K | 0.33% | +64+7.2% | Added |
| Schonfeld Strategic Advisors LLC | 947 | $559.4K | 0.00% | −37,770−97.6% | Reduced |
| Convergence Investment Partners, LLC | 940 | $555.3K | 0.11% | +940 | New |
| Public Employees Retirement Association of Colorado | 937 | $554.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 914 | $539.9K | 0.00% | +914 | New |
| Aristides Capital LLC | 902 | $532.8K | 0.18% | +40+4.6% | Added |
| Vestcor Inc | 899 | $531.0K | 0.02% | +467+108.1% | Added |
| Mutual of America Capital Management LLC | 892 | $526.9K | 0.01% | +5+0.6% | Added |
| Stifel Financial Corp | 887 | $524.0K | 0.00% | −75−7.8% | Reduced |