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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.

Institutional holdersQ1 2026: 346 institutions
Q1 2021: 189 institutionsQ2 2021: 187 institutionsQ3 2021: 188 institutionsQ4 2021: 221 institutionsQ1 2022: 226 institutionsQ2 2022: 224 institutionsQ3 2022: 240 institutionsQ4 2022: 251 institutionsQ1 2023: 260 institutionsQ2 2023: 254 institutionsQ3 2023: 255 institutionsQ4 2023: 259 institutionsQ1 2024: 263 institutionsQ2 2024: 272 institutionsQ3 2024: 293 institutionsQ4 2024: 299 institutionsQ1 2025: 334 institutionsQ2 2025: 315 institutionsQ3 2025: 325 institutionsQ4 2025: 354 institutionsQ1 2026: 346 institutionsQ2 2026: 360 institutions
Value heldQ1 2026: $3.80B
Q1 2021: $1.91BQ2 2021: $1.89BQ3 2021: $2.02BQ4 2021: $2.70BQ1 2022: $2.04BQ2 2022: $1.64BQ3 2022: $1.73BQ4 2022: $1.85BQ1 2023: $2.64BQ2 2023: $2.46BQ3 2023: $2.20BQ4 2023: $2.77BQ1 2024: $3.22BQ2 2024: $2.71BQ3 2024: $3.32BQ4 2024: $3.43BQ1 2025: $3.98BQ2 2025: $3.29BQ3 2025: $4.56BQ4 2025: $4.60BQ1 2026: $3.80BQ2 2026: $4.74B
Institutions holding CVCO and their total value by quarter
QuarterHoldersValue
Q2 2026360$4.74B
Q1 2026346$3.80B
Q4 2025354$4.60B
Q3 2025325$4.56B
Q2 2025315$3.29B
Q1 2025334$3.98B
Q4 2024299$3.43B
Q3 2024293$3.32B
Q2 2024272$2.71B
Q1 2024263$3.22B
Q4 2023259$2.77B
Q3 2023255$2.20B
Q2 2023254$2.46B
Q1 2023260$2.64B
Q4 2022251$1.85B
Q3 2022240$1.73B
Q2 2022224$1.64B
Q1 2022226$2.04B
Q4 2021221$2.70B
Q3 2021188$2.02B
Q2 2021187$1.89B
Q1 2021189$1.91B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2025.

Institutions holding CVCO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Bare Financial Services, Inc19$9.20K0.00%+5+35.7%Added
Signaturefd, LLC19$9.20K0.00%+8+72.7%Added
Twin Peaks Wealth Advisors, LLC16$7.75K0.00%+16New
Transamerica Financial Advisors, Inc.16$7.75K0.00%00.0%Unchanged
LRI Investments, LLC16$7.75K0.00%+3+23.1%Added
Rothschild Investment LLC15$7.26K0.00%+7+87.5%Added
Keating Financial Advisory Services, Inc.14$6.78K0.00%+8+133.3%Added
Sound Income Strategies, LLC11$5.34K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$5.33K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC8$3.88K0.00%00.0%Unchanged
Torren Management, LLC8$3.87K0.00%−1−11.1%Reduced
Massmutual Trust Co FSB8$3.87K0.00%+1+14.3%Added
Fortitude Family Office, LLC7$3.39K0.00%+3+75.0%Added
CVA Family Office, LLC6$2.91K0.00%+6New
Albion Financial Group5$2.42K0.00%00.0%Unchanged
JPL Wealth Management, LLC5$2.42K0.00%+5New
Farmers & Merchants Investments Inc5$2.42K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$2.42K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC4$1.94K0.00%−2−33.3%Reduced
High Note Wealth, LLC4$1.94K0.00%00.0%Unchanged
Cornerstone Planning Group LLC4$1.94K0.00%00.0%Unchanged
Picton Mahoney Asset Management3$1.45K0.00%00.0%Unchanged
Millstone Evans Group, LLC3$1.45K0.00%00.0%Unchanged
SJS Investment Consulting Inc.3$1.45K0.00%+2+200.0%Added
Essential Partners LLC3$1.45K0.00%+2+200.0%Added
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
Optiver Holding B.V.2$9690.00%−8−80.0%Reduced
SBI Securities Co., Ltd.2$9690.00%−4−66.7%Reduced
Annis Gardner Whiting Capital Advisors, LLC2$9690.00%−1−33.3%Reduced
Assetmark, Inc2$9690.00%−1−33.3%Reduced
Larson Financial Group LLC2$9690.00%+1+100.0%Added
True Wealth Design, LLC2$9690.00%+1+100.0%Added
IFP Advisors, Inc2$9690.00%+2New
Quarry LP2$9690.00%+2New
Innovative Asset Advisors Group, LLC2$9690.00%+2New
Rialto Wealth Management, LLC1$4850.00%00.0%Unchanged
Prestige Wealth Management Group LLC1$4850.00%+1New
Zions Bancorporation, National Association1$4840.00%−1−50.0%Reduced
Bruce G. Allen Investments, LLC1$4840.00%−1−50.0%Reduced
TD Private Client Wealth LLC1$4840.00%00.0%Unchanged
USA Financial Portformulas Corp1$4840.00%00.0%Unchanged
Cedar Mountain Advisors, LLC1$4840.00%00.0%Unchanged
Ankerstar Wealth, LLC1$4840.00%00.0%Unchanged
Advisory Services Network, LLC1$4840.00%+1New
Wealth Preservation Advisors, LLC1$4840.00%+1New
Rakuten Securities, Inc.1$4840.00%+1New
Junto Capital Management LP0$00.00%−78,857−100.0%Sold out
Bamco Inc0$00.00%−37,078−100.0%Sold out
Jane Street Group, LLC0$00.00%−20,983−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−14,943−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−12,355−100.0%Sold out
Intrinsic Edge Capital Management LLC0$00.00%−11,000−100.0%Sold out
EMG Holdings, L.P.0$00.00%−5,043−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−4,500−100.0%Sold out
Verition Fund Management LLC0$00.00%−3,000−100.0%Sold out
Assenagon Asset Management S.A.0$00.00%−1,755−100.0%Sold out
HSBC Holdings PLC0$00.00%−1,516−100.0%Sold out
Quest Partners LLC0$00.00%−1,498−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−1,292−100.0%Sold out
Guidance Capital, Inc0$00.00%−1,107−100.0%Sold out
Caxton Associates LLP0$00.00%−1,197−100.0%Sold out
Scientech Research LLC0$00.00%−1,170−100.0%Sold out
GTS Securities LLC0$00.00%−1,035−100.0%Sold out
Unique Wealth Strategies, LLC0$00.00%−1,003−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−940−100.0%Sold out
Natixis0$00.00%−914−100.0%Sold out
Alps Advisors Inc0$00.00%−839−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−775−100.0%Sold out
Virtu Financial LLC0$00.00%−764−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−754−100.0%Sold out
Zhang Financial LLC0$00.00%−738−100.0%Sold out
Guggenheim Capital LLC0$00.00%−664−100.0%Sold out
HighPoint Advisor Group LLC0$00.00%−658−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−600−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−491−100.0%Sold out
Mackenzie Financial Corp0$00.00%−478−100.0%Sold out
Versor Investments LP0$00.00%−453−100.0%Sold out
VARCOV Co.0$00.00%−445−100.0%Sold out
Abel Hall, LLC0$00.00%−428−100.0%Sold out
Aigen Investment Management, LP0$00.00%−408−100.0%Sold out
Davenport & Co LLC0$00.00%−400−100.0%Sold out
Occidental Asset Management, LLC0$00.00%−397−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−391−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−378−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−375−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−357−100.0%Sold out
RMB Capital Management, LLC0$00.00%−355−100.0%Sold out
Profund Advisors LLC0$00.00%−350−100.0%Sold out
M&T Bank Corp0$00.00%−342−100.0%Sold out
St Germain D J Co Inc0$00.00%−305−100.0%Sold out
Simplex Trading, LLC0$00.00%−204−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−123−100.0%Sold out
Canada Pension Plan Investment Board0$00.00%−120−100.0%Sold out
Danske Bank A/S0$00.00%−100−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−78−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−39−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−19−100.0%Sold out
Signature Equity Partners, LLC0$00.00%−8−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−4−100.0%Sold out
Greenline Wealth Management LLC0$00.00%−2−100.0%Sold out