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, Q2 2026
Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
- 360
- +18 vs. Q1 2026
- Shares held
- 7.77M
- −8.25K (−0.1%) vs. Q1 2026
- Total value
- $4.74B
- +$971.7M (+25.8%) vs. Q1 2026
- New holders
- 55
- 142 more added
- Sold out
- 37
- 115 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| M&T Bank Corp | 360 | $221.6K | 0.00% | +360 | New |
| RSM US Wealth Management LLC | 361 | $222.0K | 0.00% | +361 | New |
| Byrne Asset Management LLC | 362 | $222.4K | 0.12% | +11+3.1% | Added |
| Crossmark Global Holdings, Inc. | 375 | $230.4K | 0.00% | −61−14.0% | Reduced |
| HB Wealth Management, LLC | 381 | $234.1K | 0.00% | +381 | New |
| R Squared Ltd | 385 | $236.5K | 0.12% | −40−9.4% | Reduced |
| Arkadios Wealth Advisors | 387 | $237.8K | 0.00% | +387 | New |
| DnB Asset Management AS | 392 | $240.8K | 0.00% | −110−21.9% | Reduced |
| SkyOak Wealth, LLC | 393 | $241.5K | 0.04% | −39−9.0% | Reduced |
| Davenport & Co LLC | 400 | $245.8K | 0.00% | +400 | New |
| Abel Hall, LLC | 406 | $249.4K | 0.04% | +406 | New |
| Squarepoint Ops LLC | 407 | $250.1K | 0.00% | −3,594−89.8% | Reduced |
| Guggenheim Capital LLC | 407 | $250.1K | 0.00% | +407 | New |
| GAMMA Investing LLC | 415 | $255.0K | 0.01% | +33+8.6% | Added |
| Fiduciary Trust Co | 419 | $257.4K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 432 | $265.0K | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 432 | $265.4K | 0.03% | +2+0.5% | Added |
| Profund Advisors LLC | 438 | $269.1K | 0.01% | +438 | New |
| Kingswood Wealth Advisors, LLC | 442 | $271.6K | 0.01% | −7−1.6% | Reduced |
| Colony Group, LLC | 466 | $286.5K | 0.00% | +35+8.1% | Added |
| Bailard, Inc. | 470 | $288.8K | 0.01% | 00.0% | Unchanged |
| Burney Co | 475 | $291.8K | 0.01% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 480 | $294.9K | 0.00% | −50−9.4% | Reduced |
| Blackstone Group Inc. | 492 | $302.3K | 0.00% | +492 | New |
| Penserra Capital Management LLC | 495 | $304.0K | 0.00% | +31+6.7% | Added |
| Sanctuary Advisors, LLC | 496 | $304.7K | 0.00% | +56+12.7% | Added |
| Tower Research Capital LLC (TRC) | 503 | $309.0K | 0.01% | −52−9.4% | Reduced |
| Virginia Retirement Systems Et Al | 520 | $319.5K | 0.00% | −440−45.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 521 | $320.1K | 0.00% | −178−25.5% | Reduced |
| Coldstream Capital Management Inc | 527 | $323.8K | 0.00% | −41−7.2% | Reduced |
| Swiss Life Asset Management Ltd | 538 | $330.5K | 0.00% | +36+7.2% | Added |
| Stephens Inc | 564 | $346.5K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 580 | $356.3K | 0.00% | +3+0.5% | Added |
| Commonwealth Equity Services, LLC | 586 | $360.0K | 0.00% | +13+2.3% | Added |
| Evergreen Capital Management LLC | 588 | $361.3K | 0.01% | −1−0.2% | Reduced |
| Riverwater Partners LLC | 596 | $366.2K | 0.11% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 597 | $367.0K | 0.00% | +597 | New |
| CIBC Bancorp USA Inc. | 614 | $377.2K | 0.00% | +26+4.4% | Added |
| Resources Investment Advisors, LLC. | 623 | $382.8K | 0.00% | −1,465−70.2% | Reduced |
| First National Bank of Omaha | 640 | $393.2K | 0.01% | +640 | New |
| Wealth Enhancement Advisory Services, LLC | 2,000 | $398.4K | 0.00% | +238+13.5% | Added |
| Vident Advisory, LLC | 649 | $398.7K | 0.00% | +47+7.8% | Added |
| Premier Fund Managers Ltd | 665 | $407.0K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 697 | $428.2K | 0.00% | −5−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 714 | $438.7K | 0.01% | +76+11.9% | Added |
| Verus Capital Partners, LLC | 729 | $447.9K | 0.02% | +120+19.7% | Added |
| Teacher Retirement System of Texas | 731 | $449.1K | 0.00% | +731 | New |
| Bank of Montreal | 732 | $449.7K | 0.00% | +56+8.3% | Added |
| Everence Capital Management Inc | 743 | $456.0K | 0.02% | 00.0% | Unchanged |
| Aviva PLC | 752 | $462.0K | 0.00% | −82−9.8% | Reduced |
| Arbor Wealth Management LLC | 753 | $462.6K | 0.41% | −925−55.1% | Reduced |
| Regions Financial Corp | 769 | $472.5K | 0.00% | −236−23.5% | Reduced |
| Xponance, Inc. | 777 | $477.4K | 0.00% | +46+6.3% | Added |
| EntryPoint Capital, LLC | 789 | $484.7K | 0.12% | +789 | New |
| Cherry Creek Investment Advisors, Inc. | 794 | $487.8K | 0.19% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 797 | $489.7K | 0.01% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 800 | $491.5K | 0.30% | 00.0% | Unchanged |
| Stifel Financial Corp | 801 | $492.1K | 0.00% | −95−10.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 823 | $505.6K | 0.02% | +823 | New |
| Keybank National Association | 835 | $513.0K | 0.00% | +272+48.3% | Added |
| Cetera Investment Advisers | 872 | $535.9K | 0.00% | +30+3.6% | Added |
| Mutual of America Capital Management LLC | 888 | $545.6K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 905 | $556.0K | 0.01% | +8+0.9% | Added |
| Public Employees Retirement Association of Colorado | 937 | $576.0K | 0.00% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 943 | $579.4K | 0.01% | −9−0.9% | Reduced |
| Almitas Capital LLC | 992 | $609.5K | 0.15% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 998 | $613.2K | 0.00% | +131+15.1% | Added |
| Lakewood Asset Management LLC | 1,043 | $640.8K | 0.35% | +27+2.7% | Added |
| Diametric Capital, LP | 1,063 | $653.1K | 0.07% | +1,063 | New |
| Empowered Funds, LLC | 1,100 | $675.8K | 0.00% | +134+13.9% | Added |
| Mercer Global Advisors Inc | 1,115 | $685.0K | 0.00% | +536+92.6% | Added |
| ProShare Advisors LLC | 1,122 | $689.3K | 0.00% | −91−7.5% | Reduced |
| Maryland State Retirement & Pension System | 1,129 | $693.6K | 0.01% | 00.0% | Unchanged |
| NorthCrest Asset Manangement, LLC | 1,296 | $736.1K | 0.02% | +18+1.4% | Added |
| ExodusPoint Capital Management, LP | 1,206 | $740.9K | 0.01% | +1,206 | New |
| Cinctive Capital Management LP | 1,216 | $747.1K | 0.03% | +1,216 | New |
| Pictet Asset Management Holding SA | 1,243 | $763.7K | 0.00% | −60−4.6% | Reduced |
| Jain Global LLC | 1,255 | $771.0K | 0.01% | +1,255 | New |
| Azzad Asset Management Inc | 1,259 | $773.6K | 0.07% | +1,259 | New |
| Park Avenue Securities LLC | 1,278 | $785.0K | 0.00% | −8−0.6% | Reduced |
| Jump Financial, LLC | 1,304 | $801.2K | 0.01% | +1,304 | New |
| KBC Group NV | 1,338 | $822.0K | 0.00% | +434+48.0% | Added |
| Amundi | 1,420 | $872.4K | 0.00% | −189−11.7% | Reduced |
| Captrust Financial Advisors | 1,473 | $905.0K | 0.00% | +177+13.7% | Added |
| Walleye Capital LLC | 1,518 | $932.6K | 0.00% | +1,518 | New |
| Aristides Capital LLC | 1,541 | $946.8K | 0.24% | +433+39.1% | Added |
| Marks Group Wealth Management, Inc | 1,616 | $992.8K | 0.09% | −1,372−45.9% | Reduced |
| HighTower Advisors, LLC | 1,620 | $995.3K | 0.00% | −161−9.0% | Reduced |
| South Shore Capital Advisors | 1,715 | $1.05M | 0.71% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,717 | $1.05M | 0.00% | +327+23.5% | Added |
| KLP Kapitalforvaltning AS | 1,720 | $1.06M | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,726 | $1.06M | 0.00% | +351+25.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,765 | $1.08M | 0.00% | +29+1.7% | Added |
| Oregon Public Employees Retirement Fund | 1,777 | $1.09M | 0.01% | −16−0.9% | Reduced |
| Aquatic Capital Management LLC | 1,812 | $1.11M | 0.04% | −786−30.3% | Reduced |
| Sendero Wealth Management, LLC | 1,828 | $1.12M | 0.11% | −28−1.5% | Reduced |
| Atom Investors LP | 1,835 | $1.13M | 0.10% | −4,104−69.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,840 | $1.13M | 0.01% | −79−4.1% | Reduced |
| Engineers Gate Manager LP | 1,842 | $1.13M | 0.01% | −287−13.5% | Reduced |
| Huntleigh Advisors, Inc. | 1,916 | $1.18M | 0.16% | +120+6.7% | Added |