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 |
|---|---|---|---|---|---|
| Atom Investors LP | 5,939 | $2.88M | 0.21% | +5,939 | New |
| Cannell Capital LLC | 5,759 | $2.79M | 1.81% | −5,601−49.3% | Reduced |
| Bridgewater Associates, LP | 5,698 | $2.76M | 0.01% | +1,630+40.1% | Added |
| Quadrature Capital Ltd | 5,648 | $2.74M | 0.03% | +5,648 | New |
| Allianz Asset Management GmbH | 5,599 | $2.71M | 0.00% | −10,251−64.7% | Reduced |
| Thrivent Financial for Lutherans | 5,463 | $2.65M | 0.01% | −183−3.2% | Reduced |
| Pathstone Holdings, LLC | 5,215 | $2.53M | 0.01% | +967+22.8% | Added |
| Creative Planning | 5,116 | $2.48M | 0.00% | +970+23.4% | Added |
| Jones Financial Companies LLLP | 5,302 | $2.47M | 0.00% | +4,751+862.3% | Added |
| Crown Advisors Management, Inc. | 5,000 | $2.42M | 1.61% | −3,000−37.5% | Reduced |
| Anchor Capital Advisors LLC | 4,518 | $2.19M | 0.06% | −35−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 4,517 | $2.19M | 0.03% | +229+5.3% | Added |
| Two Sigma Investments, LP | 4,500 | $2.18M | 0.00% | +4,500 | New |
| Balyasny Asset Management LLC | 4,440 | $2.15M | 0.00% | +4,440 | New |
| STRS Ohio | 4,400 | $2.13M | 0.01% | +2,100+91.3% | Added |
| First Trust Advisors LP | 4,380 | $2.12M | 0.00% | +978+28.7% | Added |
| MetLife Investment Management | 4,303 | $2.08M | 0.01% | +19+0.4% | Added |
| State of Alaska, Department of Revenue | 4,261 | $2.06M | 0.02% | −143−3.2% | Reduced |
| Wells Fargo & Company | 4,235 | $2.05M | 0.00% | −5,360−55.9% | Reduced |
| LPL Financial LLC | 4,165 | $2.02M | 0.00% | +668+19.1% | Added |
| Brinker Capital Investments, LLC | 4,018 | $1.95M | 0.02% | +427+11.9% | Added |
| Squarepoint Ops LLC | 4,001 | $1.94M | 0.00% | +4,001 | New |
| State of Tennessee, Treasury Department | 3,891 | $1.88M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 3,886 | $1.88M | 0.01% | −114−2.9% | Reduced |
| Oppenheimer Asset Management Inc. | 3,795 | $1.84M | 0.02% | +393+11.6% | Added |
| Schonfeld Strategic Advisors LLC | 3,779 | $1.83M | 0.01% | +2,832+299.0% | Added |
| Militia Capital Management LLC | 3,740 | $1.81M | 0.41% | +3,740 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 3,670 | $1.78M | 0.00% | +81+2.3% | Added |
| Intech Investment Management LLC | 3,650 | $1.77M | 0.02% | −2,116−36.7% | Reduced |
| Numerai GP LLC | 3,644 | $1.76M | 0.18% | +3,644 | New |
| Entropy Technologies, LP | 3,624 | $1.76M | 0.08% | +684+23.3% | Added |
| Credit Agricole S A | 3,518 | $1.70M | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 3,419 | $1.66M | 0.00% | −116−3.3% | Reduced |
| Louisiana State Employees Retirement System | 3,400 | $1.65M | 0.03% | −200−5.6% | Reduced |
| Truist Financial Corp | 3,318 | $1.61M | 0.00% | +84+2.6% | Added |
| Voya Investment Management LLC | 3,149 | $1.53M | 0.00% | −200−6.0% | Reduced |
| Vanguard Global Advisers, LLC | 3,139 | $1.52M | 0.00% | +3,139 | New |
| Diversified Management Inc | 3,042 | $1.47M | 0.25% | +3,042 | New |
| Marks Group Wealth Management, Inc | 2,988 | $1.45M | 0.14% | −3,390−53.2% | Reduced |
| Cascade Investment Advisors, Inc. | 2,945 | $1.43M | 0.84% | +280+10.5% | Added |
| New York State Teachers Retirement System | 2,888 | $1.40M | 0.00% | +191+7.1% | Added |
| Fifth Third Bancorp | 2,824 | $1.37M | 0.00% | +2,420+599.0% | Added |
| Brevan Howard Capital Management LP | 2,810 | $1.36M | 0.01% | +2,810 | New |
| Gsa Capital Partners LLP | 2,735 | $1.32M | 0.08% | +1,242+83.2% | Added |
| Aquatic Capital Management LLC | 2,598 | $1.26M | 0.04% | +2,598 | New |
| New York State Common Retirement Fund | 2,571 | $1.25M | 0.00% | +100+4.0% | Added |
| BNP Paribas Arbitrage, SA | 2,537 | $1.23M | 0.00% | −3,973−61.0% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,505 | $1.21M | 0.28% | +20+0.8% | Added |
| SkyView Investment Advisors, LLC | 2,450 | $1.19M | 0.16% | +51+2.1% | Added |
| Verdence Capital Advisors LLC | 2,379 | $1.15M | 0.07% | +2,379 | New |
| Sheets Smith Wealth Management | 2,250 | $1.09M | 0.12% | +20+0.9% | Added |
| Amalgamated Bank | 2,234 | $1.08M | 0.01% | −34−1.5% | Reduced |
| Headlands Technologies LLC | 2,214 | $1.07M | 0.12% | −694−23.9% | Reduced |
| Boothbay Fund Management, LLC | 2,208 | $1.07M | 0.03% | −1,151−34.3% | Reduced |
| Arizona State Retirement System | 2,144 | $1.04M | 0.01% | −55−2.5% | Reduced |
| Engineers Gate Manager LP | 2,129 | $1.03M | 0.01% | −8−0.4% | Reduced |
| Resources Investment Advisors, LLC. | 2,088 | $1.01M | 0.01% | +58+2.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,087 | $1.01M | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,084 | $1.01M | 0.09% | +2,084 | New |
| Yousif Capital Management, LLC | 2,080 | $1.01M | 0.01% | −49−2.3% | Reduced |
| State Board of Administration of Florida Retirement System | 1,999 | $968.1K | 0.00% | −206−9.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 1,950 | $945.0K | 0.01% | −70−3.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,919 | $929.4K | 0.00% | −13−0.7% | Reduced |
| Vanguard Investments Australia, Ltd. | 1,911 | $925.5K | 0.00% | +1,911 | New |
| Sendero Wealth Management, LLC | 1,856 | $898.8K | 0.10% | +566+43.9% | Added |
| Huntleigh Advisors, Inc. | 1,796 | $869.8K | 0.15% | +65+3.8% | Added |
| Oregon Public Employees Retirement Fund | 1,793 | $868.3K | 0.01% | −19−1.0% | Reduced |
| Moran Wealth Management, LLC | 1,789 | $866.4K | 0.03% | +57+3.3% | Added |
| HighTower Advisors, LLC | 1,781 | $862.5K | 0.00% | +158+9.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,736 | $840.7K | 0.00% | +984+130.9% | Added |
| KLP Kapitalforvaltning AS | 1,720 | $833.0K | 0.00% | +40+2.4% | Added |
| South Shore Capital Advisors | 1,715 | $830.6K | 0.61% | +95+5.9% | Added |
| Arbor Wealth Management LLC | 1,678 | $812.6K | 0.80% | +1,678 | New |
| Amundi | 1,609 | $779.2K | 0.00% | +401+33.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,493 | $723.0K | 0.00% | +43+3.0% | Added |
| CI Private Wealth, LLC | 1,391 | $673.6K | 0.00% | −114−7.6% | Reduced |
| Cresset Asset Management, LLC | 1,390 | $673.2K | 0.00% | −4−0.3% | Reduced |
| MML Investors Services, LLC | 1,375 | $665.7K | 0.00% | +137+11.1% | Added |
| Perbak Capital Partners LLP | 1,369 | $663.0K | 0.16% | +1,369 | New |
| State of Wyoming | 1,337 | $647.5K | 0.08% | +76+6.0% | Added |
| Horizon Investments, LLC | 1,310 | $634.4K | 0.01% | −1,174−47.3% | Reduced |
| Pictet Asset Management Holding SA | 1,303 | $631.0K | 0.00% | +54+4.3% | Added |
| Captrust Financial Advisors | 1,296 | $627.6K | 0.00% | +199+18.1% | Added |
| Park Avenue Securities LLC | 1,286 | $623.0K | 0.00% | +43+3.5% | Added |
| Ancora Advisors, LLC | 1,271 | $615.5K | 0.01% | −3,499−73.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,278 | $613.2K | 0.02% | +91+7.7% | Added |
| Inceptionr LLC | 1,230 | $595.7K | 0.14% | +1,230 | New |
| ProShare Advisors LLC | 1,213 | $587.4K | 0.00% | −302−19.9% | Reduced |
| AIA Group Ltd | 1,190 | $576.3K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 1,186 | $574.4K | 0.00% | +561+89.8% | Added |
| Maryland State Retirement & Pension System | 1,129 | $546.8K | 0.01% | −14−1.2% | Reduced |
| Mariner, LLC | 1,119 | $542.1K | 0.00% | +269+31.6% | Added |
| Aristides Capital LLC | 1,108 | $536.6K | 0.18% | +206+22.8% | Added |
| Lakewood Asset Management LLC | 1,016 | $492.0K | 0.31% | +57+5.9% | Added |
| Regions Financial Corp | 1,005 | $486.7K | 0.00% | −12−1.2% | Reduced |
| Fox Run Management, L.L.C. | 1,035 | $482.5K | 0.08% | +351+51.3% | Added |
| Almitas Capital LLC | 992 | $480.4K | 0.11% | 00.0% | Unchanged |
| Empowered Funds, LLC | 966 | $467.8K | 0.00% | +966 | New |
| Edgestream Partners, L.P. | 965 | $467.3K | 0.02% | −1,690−63.7% | Reduced |
| Virginia Retirement Systems Et Al | 960 | $464.9K | 0.00% | +120+14.3% | Added |