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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 872 | $515.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 850 | $502.4K | 0.00% | −547−39.2% | Reduced |
| Aviva PLC | 846 | $499.8K | 0.00% | −36−4.1% | Reduced |
| Virginia Retirement Systems Et Al | 840 | $496.2K | 0.00% | +840 | New |
| Alps Advisors Inc | 839 | $495.6K | 0.00% | −1−0.1% | Reduced |
| Yorktown Management & Research Co Inc | 800 | $472.6K | 0.38% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 797 | $470.8K | 0.01% | −22−2.7% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 794 | $469.0K | 0.20% | −16−2.0% | Reduced |
| Spears Abacus Advisors LLC | 791 | $467.3K | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 775 | $457.8K | 0.00% | −183−19.1% | Reduced |
| Virtu Financial LLC | 764 | $451.0K | 0.02% | +764 | New |
| Oppenheimer & Co Inc | 754 | $445.4K | 0.01% | −391−34.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 752 | $444.2K | 0.00% | 00.0% | Unchanged |
| Zhang Financial LLC | 738 | $436.0K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 712 | $420.6K | 0.00% | +106+17.5% | Added |
| Evergreen Capital Management LLC | 705 | $416.5K | 0.01% | −7−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 699 | $412.9K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 689 | $407.0K | 0.03% | −40−5.5% | Reduced |
| Fox Run Management, L.L.C. | 684 | $404.1K | 0.06% | +684 | New |
| Summit Trail Advisors, LLC | 666 | $393.4K | 0.01% | +36+5.7% | Added |
| Guggenheim Capital LLC | 664 | $392.3K | 0.00% | +664 | New |
| R Squared Ltd | 659 | $389.3K | 0.18% | −26−3.8% | Reduced |
| HighPoint Advisor Group LLC | 658 | $388.7K | 0.01% | −21−3.1% | Reduced |
| Ameritas Investment Partners, Inc. | 638 | $376.9K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 625 | $369.2K | 0.00% | +121+24.0% | Added |
| Bank of Montreal | 616 | $363.9K | 0.00% | −15−2.4% | Reduced |
| Xponance, Inc. | 602 | $355.6K | 0.00% | +3+0.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 600 | $354.4K | 0.01% | −2,872−82.7% | Reduced |
| Vident Advisory, LLC | 591 | $349.1K | 0.00% | +63+11.9% | Added |
| Commonwealth Equity Services, LLC | 568 | $335.5K | 0.00% | +2+0.4% | Added |
| Stephens Inc | 564 | $333.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 551 | $325.5K | 0.00% | +217+65.0% | Added |
| Ensign Peak Advisors, Inc | 530 | $313.1K | 0.00% | −950−64.2% | Reduced |
| Blair William & Co | 526 | $310.7K | 0.00% | −20−3.7% | Reduced |
| CIBC World Markets Corp | 515 | $304.2K | 0.00% | +515 | New |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $295.0K | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 491 | $290.1K | 0.00% | +491 | New |
| Mackenzie Financial Corp | 478 | $285.9K | 0.00% | −11−2.2% | Reduced |
| Burney Co | 475 | $280.6K | 0.01% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 457 | $270.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 455 | $268.0K | 0.00% | −57−11.1% | Reduced |
| Versor Investments LP | 453 | $267.6K | 0.04% | +453 | New |
| VARCOV Co. | 445 | $262.9K | 0.10% | +445 | New |
| Meeder Asset Management Inc | 444 | $262.3K | 0.01% | +425+2,236.8% | 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 |
| Abel Hall, LLC | 428 | $252.8K | 0.06% | +79+22.6% | Added |
| Riverwater Partners LLC | 425 | $251.1K | 0.10% | +68+19.0% | Added |
| JustInvest LLC | 409 | $241.6K | 0.00% | +44+12.1% | Added |
| Aigen Investment Management, LP | 408 | $241.0K | 0.06% | +408 | New |
| Fifth Third Bancorp | 404 | $238.7K | 0.00% | +6+1.5% | Added |
| Davenport & Co LLC | 400 | $236.3K | 0.00% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 397 | $234.5K | 0.03% | +397 | New |
| ISAM Funds (UK) Ltd | 391 | $231.0K | 0.08% | −1,279−76.6% | Reduced |
| Covestor Ltd | 383 | $227.0K | 0.12% | −49−11.3% | Reduced |
| Farringdon Capital, Ltd. | 378 | $223.3K | 0.05% | +378 | New |
| Fiduciary Trust Co | 375 | $221.5K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 375 | $221.5K | 0.00% | +375 | New |
| GAMMA Investing LLC | 373 | $220.3K | 0.01% | +75+25.2% | Added |
| Swiss Life Asset Management Ltd | 361 | $213.3K | 0.00% | +9+2.6% | Added |
| Exchange Traded Concepts, LLC | 357 | $210.9K | 0.00% | +209+141.2% | Added |
| RMB Capital Management, LLC | 355 | $209.7K | 0.00% | +2+0.6% | Added |
| New Age Alpha Advisors, LLC | 354 | $209.1K | 0.01% | −45−11.3% | Reduced |
| Profund Advisors LLC | 350 | $206.8K | 0.01% | −14−3.8% | Reduced |
| Sanctuary Advisors, LLC | 343 | $202.6K | 0.00% | +343 | New |
| M&T Bank Corp | 342 | $202.4K | 0.00% | +342 | New |
| St Germain D J Co Inc | 305 | $180.2K | 0.01% | +305 | New |
| Smartleaf Asset Management LLC | 251 | $150.4K | 0.01% | +65+34.9% | Added |
| KBC Group NV | 253 | $149.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 244 | $144.1K | 0.00% | +92+60.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 224 | $143.7K | 0.00% | +4+1.8% | Added |
| CWM, LLC | 231 | $136.0K | 0.00% | +55+31.3% | Added |
| Simplex Trading, LLC | 204 | $120.5K | 0.00% | +166+436.8% | Added |
| OP Asset Management Ltd | 181 | $106.9K | 0.00% | −1,627−90.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 177 | $104.6K | 0.00% | −34−16.1% | Reduced |
| Avanza Fonder AB | 173 | $102.2K | 0.00% | −66−27.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 156 | $92.2K | 0.01% | +156 | New |
| Parkside Financial Bank & Trust | 152 | $89.8K | 0.01% | +18+13.4% | Added |
| Wellington-Altus USA Inc. | 126 | $74.4K | 0.06% | +126 | New |
| Clearstead Advisors, LLC | 123 | $72.7K | 0.00% | +80+186.0% | Added |
| Canada Pension Plan Investment Board | 120 | $70.9K | 0.00% | −80−40.0% | Reduced |
| US Bancorp | 116 | $68.5K | 0.00% | −3−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 112 | $66.2K | 0.00% | −3−2.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 101 | $60.0K | 0.00% | +38+60.3% | Added |
| Danske Bank A/S | 100 | $59.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 88 | $52.0K | 0.00% | −48−35.3% | Reduced |
| Kemnay Advisory Services Inc. | 84 | $49.6K | 0.01% | +84 | New |
| Aster Capital Management (DIFC) Ltd | 78 | $46.1K | 0.02% | +78 | New |
| Los Angeles Capital Management LLC | 91 | $45.9K | 0.00% | +91 | New |
| Parallel Advisors, LLC | 67 | $39.6K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 65 | $38.4K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 60 | $35.6K | 0.00% | +6+11.1% | Added |
| EverSource Wealth Advisors, LLC | 57 | $33.7K | 0.00% | +1+1.8% | Added |
| Sterling Capital Management LLC | 51 | $30.1K | 0.00% | +32+168.4% | Added |
| SRS Capital Advisors, Inc. | 43 | $25.4K | 0.00% | +1+2.4% | Added |
| Nomura Asset Management Co Ltd | 40 | $23.6K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 39 | $23.0K | 0.00% | −5−11.4% | Reduced |
| Kestra Advisory Services, LLC | 39 | $23.0K | 0.00% | +39 | New |
| Rockefeller Capital Management L.P. | 38 | $22.4K | 0.00% | −25−39.7% | Reduced |
| Financial Management Professionals, Inc. | 37 | $21.9K | 0.00% | −23−38.3% | Reduced |