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, Q1 2026
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2026. 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
- 346
- −2 vs. Q4 2025
- Shares held
- 7.85M
- +827.2K (+11.8%) vs. Q4 2025
- Total value
- $3.80B
- −$351.6M (−8.5%) vs. Q4 2025
- New holders
- 57
- 138 more added
- Sold out
- 59
- 111 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 464 | $224.0K | 0.00% | +9+2.0% | Added |
| Bailard, Inc. | 470 | $227.6K | 0.01% | +470 | New |
| Burney Co | 475 | $230.0K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 1,762 | $232.2K | 0.00% | +1,538+686.6% | Added |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 500 | $242.0K | 0.13% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 502 | $243.1K | 0.00% | +141+39.1% | Added |
| DnB Asset Management AS | 502 | $243.1K | 0.00% | +502 | New |
| Blair William & Co | 529 | $256.2K | 0.00% | +3+0.6% | Added |
| Ensign Peak Advisors, Inc | 530 | $256.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 555 | $268.8K | 0.01% | −552−49.9% | Reduced |
| Keybank National Association | 563 | $272.7K | 0.00% | +563 | New |
| Stephens Inc | 564 | $273.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 568 | $275.1K | 0.00% | +134+30.9% | Added |
| Commonwealth Equity Services, LLC | 573 | $277.5K | 0.00% | +5+0.9% | Added |
| JustInvest LLC | 577 | $279.4K | 0.00% | +168+41.1% | Added |
| Mercer Global Advisors Inc | 579 | $280.4K | 0.00% | +579 | New |
| CIBC Bancorp USA Inc. | 588 | $284.8K | 0.00% | +588 | New |
| Evergreen Capital Management LLC | 589 | $285.2K | 0.01% | −116−16.5% | Reduced |
| Riverwater Partners LLC | 596 | $288.6K | 0.10% | +171+40.2% | Added |
| Vident Advisory, LLC | 602 | $291.5K | 0.00% | +11+1.9% | Added |
| Verus Capital Partners, LLC | 609 | $294.9K | 0.02% | −80−11.6% | Reduced |
| Ameritas Investment Partners, Inc. | 638 | $309.0K | 0.01% | 00.0% | Unchanged |
| Premier Fund Managers Ltd | 665 | $310.0K | 0.02% | −672−50.3% | Reduced |
| Bank of Montreal | 676 | $327.4K | 0.00% | +60+9.7% | Added |
| O'Shaughnessy Asset Management, LLC | 699 | $338.5K | 0.00% | −575−45.1% | Reduced |
| D. E. Shaw & Co., Inc. | 699 | $338.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 702 | $340.0K | 0.00% | −10−1.4% | Reduced |
| SG Americas Securities, LLC | 716 | $347.0K | 0.00% | −922−56.3% | Reduced |
| Xponance, Inc. | 731 | $354.0K | 0.00% | +129+21.4% | Added |
| CWM, LLC | 740 | $358.4K | 0.00% | +509+220.3% | Added |
| Everence Capital Management Inc | 743 | $360.0K | 0.02% | −587−44.1% | Reduced |
| Fieldview Capital Management, LLC | 787 | $381.1K | 0.11% | +787 | New |
| Cherry Creek Investment Advisors, Inc. | 794 | $384.5K | 0.17% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 797 | $386.0K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 800 | $387.4K | 0.32% | 00.0% | Unchanged |
| Aviva PLC | 834 | $403.9K | 0.00% | −12−1.4% | Reduced |
| Cetera Investment Advisers | 842 | $407.9K | 0.00% | −122−12.7% | Reduced |
| XTX Topco Ltd | 848 | $410.7K | 0.01% | −1,600−65.4% | Reduced |
| Nisa Investment Advisors, LLC | 867 | $419.9K | 0.00% | −5−0.6% | Reduced |
| Mutual of America Capital Management LLC | 888 | $430.1K | 0.00% | −4−0.4% | Reduced |
| Stifel Financial Corp | 896 | $433.9K | 0.00% | +9+1.0% | Added |
| Summit Trail Advisors, LLC | 897 | $434.4K | 0.01% | +231+34.7% | Added |
| KBC Group NV | 904 | $438.0K | 0.00% | +651+257.3% | Added |
| PEAK6 LLC | 931 | $450.8K | 0.01% | +931 | New |
| Public Employees Retirement Association of Colorado | 937 | $454.0K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 952 | $461.0K | 0.01% | +161+20.4% | Added |
| Virginia Retirement Systems Et Al | 960 | $464.9K | 0.00% | +120+14.3% | Added |
| Edgestream Partners, L.P. | 965 | $467.3K | 0.02% | −1,690−63.7% | Reduced |
| Empowered Funds, LLC | 966 | $467.8K | 0.00% | +966 | New |
| Almitas Capital LLC | 992 | $480.4K | 0.11% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 1,035 | $482.5K | 0.08% | +351+51.3% | Added |
| Regions Financial Corp | 1,005 | $486.7K | 0.00% | −12−1.2% | Reduced |
| Lakewood Asset Management LLC | 1,016 | $492.0K | 0.31% | +57+5.9% | Added |
| Aristides Capital LLC | 1,108 | $536.6K | 0.18% | +206+22.8% | Added |
| Mariner, LLC | 1,119 | $542.1K | 0.00% | +269+31.6% | Added |
| Maryland State Retirement & Pension System | 1,129 | $546.8K | 0.01% | −14−1.2% | Reduced |
| Quantinno Capital Management LP | 1,186 | $574.4K | 0.00% | +561+89.8% | Added |
| AIA Group Ltd | 1,190 | $576.3K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,213 | $587.4K | 0.00% | −302−19.9% | Reduced |
| Inceptionr LLC | 1,230 | $595.7K | 0.14% | +1,230 | New |
| NorthCrest Asset Manangement, LLC | 1,278 | $613.2K | 0.02% | +91+7.7% | Added |
| Ancora Advisors, LLC | 1,271 | $615.5K | 0.01% | −3,499−73.4% | Reduced |
| Park Avenue Securities LLC | 1,286 | $623.0K | 0.00% | +43+3.5% | Added |
| Captrust Financial Advisors | 1,296 | $627.6K | 0.00% | +199+18.1% | Added |
| Pictet Asset Management Holding SA | 1,303 | $631.0K | 0.00% | +54+4.3% | Added |
| Horizon Investments, LLC | 1,310 | $634.4K | 0.01% | −1,174−47.3% | Reduced |
| State of Wyoming | 1,337 | $647.5K | 0.08% | +76+6.0% | Added |
| Perbak Capital Partners LLP | 1,369 | $663.0K | 0.16% | +1,369 | New |
| MML Investors Services, LLC | 1,375 | $665.7K | 0.00% | +137+11.1% | Added |
| Cresset Asset Management, LLC | 1,390 | $673.2K | 0.00% | −4−0.3% | Reduced |
| CI Private Wealth, LLC | 1,391 | $673.6K | 0.00% | −114−7.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,493 | $723.0K | 0.00% | +43+3.0% | Added |
| Amundi | 1,609 | $779.2K | 0.00% | +401+33.2% | Added |
| Arbor Wealth Management LLC | 1,678 | $812.6K | 0.80% | +1,678 | New |
| South Shore Capital Advisors | 1,715 | $830.6K | 0.61% | +95+5.9% | Added |
| KLP Kapitalforvaltning AS | 1,720 | $833.0K | 0.00% | +40+2.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,736 | $840.7K | 0.00% | +984+130.9% | Added |
| HighTower Advisors, LLC | 1,781 | $862.5K | 0.00% | +158+9.7% | Added |
| Moran Wealth Management, LLC | 1,789 | $866.4K | 0.03% | +57+3.3% | Added |
| Oregon Public Employees Retirement Fund | 1,793 | $868.3K | 0.01% | −19−1.0% | Reduced |
| Huntleigh Advisors, Inc. | 1,796 | $869.8K | 0.15% | +65+3.8% | Added |
| Sendero Wealth Management, LLC | 1,856 | $898.8K | 0.10% | +566+43.9% | Added |
| Vanguard Investments Australia, Ltd. | 1,911 | $925.5K | 0.00% | +1,911 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,919 | $929.4K | 0.00% | −13−0.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,950 | $945.0K | 0.01% | −70−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 1,999 | $968.1K | 0.00% | −206−9.3% | Reduced |
| Yousif Capital Management, LLC | 2,080 | $1.01M | 0.01% | −49−2.3% | Reduced |
| Dark Forest Capital Management LP | 2,084 | $1.01M | 0.09% | +2,084 | New |
| Police & Firemen's Retirement System of New Jersey | 2,087 | $1.01M | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 2,088 | $1.01M | 0.01% | +58+2.9% | Added |
| Engineers Gate Manager LP | 2,129 | $1.03M | 0.01% | −8−0.4% | Reduced |
| Arizona State Retirement System | 2,144 | $1.04M | 0.01% | −55−2.5% | Reduced |
| Boothbay Fund Management, LLC | 2,208 | $1.07M | 0.03% | −1,151−34.3% | Reduced |
| Headlands Technologies LLC | 2,214 | $1.07M | 0.12% | −694−23.9% | Reduced |
| Amalgamated Bank | 2,234 | $1.08M | 0.01% | −34−1.5% | Reduced |
| Sheets Smith Wealth Management | 2,250 | $1.09M | 0.12% | +20+0.9% | Added |
| Verdence Capital Advisors LLC | 2,379 | $1.15M | 0.07% | +2,379 | New |
| SkyView Investment Advisors, LLC | 2,450 | $1.19M | 0.16% | +51+2.1% | Added |
| Hunter Perkins Capital Management, LLC | 2,505 | $1.21M | 0.28% | +20+0.8% | Added |
| BNP Paribas Arbitrage, SA | 2,537 | $1.23M | 0.00% | −3,973−61.0% | Reduced |