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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 1,950 | $1.20M | 0.01% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 2,016 | $1.24M | 0.00% | +105+5.5% | Added |
| State Board of Administration of Florida Retirement System | 2,064 | $1.27M | 0.00% | +65+3.3% | Added |
| Yousif Capital Management, LLC | 2,087 | $1.28M | 0.01% | +7+0.3% | Added |
| Arizona State Retirement System | 2,088 | $1.28M | 0.01% | −56−2.6% | Reduced |
| Amalgamated Bank | 2,088 | $1.28M | 0.01% | −146−6.5% | Reduced |
| Mariner, LLC | 2,125 | $1.31M | 0.00% | +1,006+89.9% | Added |
| PEAK6 LLC | 2,159 | $1.33M | 0.03% | +1,228+131.9% | Added |
| Blue Door Asset Management, LLC | 2,160 | $1.33M | 0.68% | +2,160 | New |
| Sheets Smith Wealth Management | 2,195 | $1.35M | 0.13% | −55−2.4% | Reduced |
| Moran Wealth Management, LLC | 2,280 | $1.40M | 0.04% | +491+27.4% | Added |
| Ancora Advisors, LLC | 2,301 | $1.41M | 0.03% | +1,030+81.0% | Added |
| Verdence Capital Advisors LLC | 2,306 | $1.42M | 0.07% | −73−3.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,320 | $1.43M | 0.01% | +233+11.2% | Added |
| Schonfeld Strategic Advisors LLC | 2,404 | $1.48M | 0.01% | −1,375−36.4% | Reduced |
| New York State Teachers Retirement System | 2,481 | $1.52M | 0.00% | −407−14.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 2,484 | $1.53M | 0.03% | −6,631−72.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 2,505 | $1.54M | 0.35% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 2,557 | $1.57M | 0.03% | +349+15.8% | Added |
| XTX Topco Ltd | 2,591 | $1.59M | 0.02% | +1,743+205.5% | Added |
| Polymer Capital Management (US) LLC | 2,594 | $1.59M | 0.24% | +2,144+476.4% | Added |
| STRS Ohio | 2,700 | $1.66M | 0.01% | −1,700−38.6% | Reduced |
| State of New Jersey Common Pension Fund D | 2,731 | $1.68M | 0.01% | −1,155−29.7% | Reduced |
| New York State Common Retirement Fund | 2,771 | $1.70M | 0.00% | +200+7.8% | Added |
| Fifth Third Bancorp | 2,857 | $1.76M | 0.00% | +33+1.2% | Added |
| Cascade Investment Advisors, Inc. | 2,875 | $1.77M | 0.96% | −70−2.4% | Reduced |
| Intech Investment Management LLC | 2,922 | $1.80M | 0.02% | −728−19.9% | Reduced |
| Vanguard Global Advisers, LLC | 2,950 | $1.81M | 0.00% | −189−6.0% | Reduced |
| Voya Investment Management LLC | 2,973 | $1.83M | 0.00% | −176−5.6% | Reduced |
| State of Alaska, Department of Revenue | 2,985 | $1.83M | 0.02% | −1,276−29.9% | Reduced |
| Gsa Capital Partners LLP | 3,047 | $1.87M | 0.12% | +312+11.4% | Added |
| Magnetar Financial LLC | 3,161 | $1.94M | 0.02% | +3,161 | New |
| Truist Financial Corp | 3,329 | $2.05M | 0.00% | +11+0.3% | Added |
| Louisiana State Employees Retirement System | 3,400 | $2.09M | 0.03% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 3,491 | $2.14M | 0.01% | −400−10.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,622 | $2.23M | 0.00% | −48−1.3% | Reduced |
| Balyasny Asset Management LLC | 3,749 | $2.30M | 0.00% | −691−15.6% | Reduced |
| Manufacturers Life Insurance Company, The | 3,751 | $2.30M | 0.00% | +332+9.7% | Added |
| Oppenheimer Asset Management Inc. | 3,794 | $2.33M | 0.02% | −10.0% | Reduced |
| Illinois Municipal Retirement Fund | 3,906 | $2.40M | 0.03% | −611−13.5% | Reduced |
| Brinker Capital Investments, LLC | 3,954 | $2.43M | 0.02% | −64−1.6% | Reduced |
| Anchor Capital Advisors LLC | 4,502 | $2.77M | 0.08% | −16−0.4% | Reduced |
| MetLife Investment Management | 4,578 | $2.81M | 0.01% | +275+6.4% | Added |
| LPL Financial LLC | 4,788 | $2.94M | 0.00% | +623+15.0% | Added |
| Susquehanna International Group, LLP | 4,824 | $2.96M | 0.00% | −1,546−24.3% | Reduced |
| Crown Advisors Management, Inc. | 5,000 | $3.07M | 1.69% | 00.0% | Unchanged |
| Numerai GP LLC | 5,031 | $3.09M | 0.25% | +1,387+38.1% | Added |
| Thrivent Financial for Lutherans | 5,379 | $3.31M | 0.01% | −84−1.5% | Reduced |
| Pathstone Holdings, LLC | 5,389 | $3.31M | 0.01% | +174+3.3% | Added |
| BNP Paribas Arbitrage, SA | 5,400 | $3.32M | 0.00% | +2,863+112.8% | Added |
| CI Private Wealth, LLC | 5,509 | $3.38M | 0.00% | +4,118+296.0% | Added |
| Dark Forest Capital Management LP | 5,698 | $3.50M | 0.23% | +3,614+173.4% | Added |
| Great West Life Assurance Co | 6,142 | $3.77M | 0.01% | −186−2.9% | Reduced |
| Two Sigma Investments, LP | 6,220 | $3.82M | 0.00% | +1,720+38.2% | Added |
| Allianz Asset Management GmbH | 6,239 | $3.83M | 0.00% | +640+11.4% | Added |
| Brevan Howard Capital Management LP | 6,252 | $3.84M | 0.05% | +3,442+122.5% | Added |
| Quantinno Capital Management LP | 6,339 | $3.89M | 0.00% | +5,153+434.5% | Added |
| Harbor Capital Advisors, Inc. | 6,383 | $3.92M | 0.27% | −40−0.6% | Reduced |
| Prelude Capital Management, LLC | 6,589 | $4.05M | 0.30% | +253+4.0% | Added |
| Jones Financial Companies LLLP | 6,724 | $4.16M | 0.00% | +1,422+26.8% | Added |
| Creative Planning | 6,843 | $4.20M | 0.00% | +1,727+33.8% | Added |
| Man Group plc | 7,167 | $4.40M | 0.01% | −1,116−13.5% | Reduced |
| Vanguard Asset Management, Ltd | 7,204 | $4.43M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 7,211 | $4.43M | 0.01% | −4,556−38.7% | Reduced |
| Confluence Investment Management LLC | 7,310 | $4.49M | 0.07% | −680−8.5% | Reduced |
| First Trust Advisors LP | 7,771 | $4.77M | 0.00% | +3,391+77.4% | Added |
| Watchman Group, Inc. | 7,788 | $4.78M | 1.07% | +108+1.4% | Added |
| Royal Bank of Canada | 7,906 | $4.86M | 0.00% | +975+14.1% | Added |
| Prudential Financial Inc | 8,034 | $4.94M | 0.01% | +64+0.8% | Added |
| Alliancebernstein L.P. | 10,353 | $5.01M | 0.00% | +352+3.5% | Added |
| California State Teachers Retirement System | 8,652 | $5.32M | 0.00% | −667−7.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 8,810 | $5.41M | 1.48% | −7,040−44.4% | Reduced |
| Brasada Capital Management, LP | 8,885 | $5.46M | 0.99% | −890−9.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,401 | $5.66M | 0.01% | +943+11.1% | Added |
| SEI Investments Co | 9,382 | $5.76M | 0.01% | −3,112−24.9% | Reduced |
| UBS Group AG | 9,474 | $5.82M | 0.00% | −72,649−88.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,801 | $6.02M | 0.01% | −278−2.8% | Reduced |
| Wells Fargo & Company | 11,213 | $6.89M | 0.00% | +6,978+164.8% | Added |
| Citadel Advisors LLC | 11,872 | $7.29M | 0.00% | −13,313−52.9% | Reduced |
| Ballast Asset Management, LP | 11,995 | $7.37M | 2.94% | −122−1.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 13,097 | $8.05M | 2.22% | +643+5.2% | Added |
| Russell Investments Group, Ltd. | 13,683 | $8.41M | 0.01% | +3,148+29.9% | Added |
| Ashford Capital Management Inc | 13,730 | $8.44M | 0.90% | −15,187−52.5% | Reduced |
| UBS Asset Management Americas Inc | 13,805 | $8.48M | 0.00% | −184−1.3% | Reduced |
| Deutsche Bank AG | 13,876 | $8.53M | 0.00% | +4,137+42.5% | Added |
| SG Capital Management LLC | 13,903 | $8.54M | 0.77% | −1,021−6.8% | Reduced |
| Pier Capital, LLC | 14,075 | $8.65M | 1.15% | +236+1.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 14,370 | $8.83M | 0.14% | −1,618−10.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,595 | $8.97M | 0.03% | +2,757+23.3% | Added |
| Aviance Capital Partners, LLC | 14,715 | $9.04M | 0.94% | +564+4.0% | Added |
| Rafferty Asset Management, LLC | 14,813 | $9.10M | 0.02% | +3,777+34.2% | Added |
| Intrinsic Edge Capital Management LLC | 15,000 | $9.22M | 1.14% | +15,000 | New |
| Swiss National Bank | 15,180 | $9.33M | 0.00% | −240−1.6% | Reduced |
| Barclays PLC | 15,415 | $9.47M | 0.00% | +3,425+28.6% | Added |
| Raymond James Financial Inc | 17,519 | $10.8M | 0.00% | −768−4.2% | Reduced |
| D. E. Shaw & Co., Inc. | 17,902 | $11.0M | 0.01% | +17,203+2,461.1% | Added |
| Legal & General Group Plc | 17,977 | $11.0M | 0.00% | −419−2.3% | Reduced |
| First Sabrepoint Capital Management LP | 18,500 | $11.4M | 4.86% | −14,540−44.0% | Reduced |
| Trexquant Investment LP | 18,547 | $11.4M | 0.07% | +18,547 | New |
| Pillsbury Lake Capital LLC | 18,772 | $11.5M | 3.17% | +2,998+19.0% | Added |