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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 6,724 | $4.16M | 0.00% | +1,422+26.8% | Added |
| Prelude Capital Management, LLC | 6,589 | $4.05M | 0.30% | +253+4.0% | Added |
| Harbor Capital Advisors, Inc. | 6,383 | $3.92M | 0.27% | −40−0.6% | Reduced |
| Quantinno Capital Management LP | 6,339 | $3.89M | 0.00% | +5,153+434.5% | Added |
| Brevan Howard Capital Management LP | 6,252 | $3.84M | 0.05% | +3,442+122.5% | Added |
| Allianz Asset Management GmbH | 6,239 | $3.83M | 0.00% | +640+11.4% | Added |
| Two Sigma Investments, LP | 6,220 | $3.82M | 0.00% | +1,720+38.2% | Added |
| Great West Life Assurance Co | 6,142 | $3.77M | 0.01% | −186−2.9% | Reduced |
| Dark Forest Capital Management LP | 5,698 | $3.50M | 0.23% | +3,614+173.4% | Added |
| CI Private Wealth, LLC | 5,509 | $3.38M | 0.00% | +4,118+296.0% | Added |
| BNP Paribas Arbitrage, SA | 5,400 | $3.32M | 0.00% | +2,863+112.8% | Added |
| Pathstone Holdings, LLC | 5,389 | $3.31M | 0.01% | +174+3.3% | Added |
| Thrivent Financial for Lutherans | 5,379 | $3.31M | 0.01% | −84−1.5% | Reduced |
| Numerai GP LLC | 5,031 | $3.09M | 0.25% | +1,387+38.1% | Added |
| Crown Advisors Management, Inc. | 5,000 | $3.07M | 1.69% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 4,824 | $2.96M | 0.00% | −1,546−24.3% | Reduced |
| LPL Financial LLC | 4,788 | $2.94M | 0.00% | +623+15.0% | Added |
| MetLife Investment Management | 4,578 | $2.81M | 0.01% | +275+6.4% | Added |
| Anchor Capital Advisors LLC | 4,502 | $2.77M | 0.08% | −16−0.4% | Reduced |
| Brinker Capital Investments, LLC | 3,954 | $2.43M | 0.02% | −64−1.6% | Reduced |
| Illinois Municipal Retirement Fund | 3,906 | $2.40M | 0.03% | −611−13.5% | Reduced |
| Oppenheimer Asset Management Inc. | 3,794 | $2.33M | 0.02% | −10.0% | Reduced |
| Manufacturers Life Insurance Company, The | 3,751 | $2.30M | 0.00% | +332+9.7% | Added |
| Balyasny Asset Management LLC | 3,749 | $2.30M | 0.00% | −691−15.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 3,622 | $2.23M | 0.00% | −48−1.3% | Reduced |
| State of Tennessee, Treasury Department | 3,491 | $2.14M | 0.01% | −400−10.3% | Reduced |
| Louisiana State Employees Retirement System | 3,400 | $2.09M | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 3,329 | $2.05M | 0.00% | +11+0.3% | Added |
| Magnetar Financial LLC | 3,161 | $1.94M | 0.02% | +3,161 | New |
| Gsa Capital Partners LLP | 3,047 | $1.87M | 0.12% | +312+11.4% | Added |
| State of Alaska, Department of Revenue | 2,985 | $1.83M | 0.02% | −1,276−29.9% | Reduced |
| Voya Investment Management LLC | 2,973 | $1.83M | 0.00% | −176−5.6% | Reduced |
| Vanguard Global Advisers, LLC | 2,950 | $1.81M | 0.00% | −189−6.0% | Reduced |
| Intech Investment Management LLC | 2,922 | $1.80M | 0.02% | −728−19.9% | Reduced |
| Cascade Investment Advisors, Inc. | 2,875 | $1.77M | 0.96% | −70−2.4% | Reduced |
| Fifth Third Bancorp | 2,857 | $1.76M | 0.00% | +33+1.2% | Added |
| New York State Common Retirement Fund | 2,771 | $1.70M | 0.00% | +200+7.8% | Added |
| State of New Jersey Common Pension Fund D | 2,731 | $1.68M | 0.01% | −1,155−29.7% | Reduced |
| STRS Ohio | 2,700 | $1.66M | 0.01% | −1,700−38.6% | Reduced |
| Polymer Capital Management (US) LLC | 2,594 | $1.59M | 0.24% | +2,144+476.4% | Added |
| XTX Topco Ltd | 2,591 | $1.59M | 0.02% | +1,743+205.5% | Added |
| Boothbay Fund Management, LLC | 2,557 | $1.57M | 0.03% | +349+15.8% | Added |
| Hunter Perkins Capital Management, LLC | 2,505 | $1.54M | 0.35% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 2,484 | $1.53M | 0.03% | −6,631−72.7% | Reduced |
| New York State Teachers Retirement System | 2,481 | $1.52M | 0.00% | −407−14.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 2,404 | $1.48M | 0.01% | −1,375−36.4% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,320 | $1.43M | 0.01% | +233+11.2% | Added |
| Verdence Capital Advisors LLC | 2,306 | $1.42M | 0.07% | −73−3.1% | Reduced |
| Ancora Advisors, LLC | 2,301 | $1.41M | 0.03% | +1,030+81.0% | Added |
| Moran Wealth Management, LLC | 2,280 | $1.40M | 0.04% | +491+27.4% | Added |
| Sheets Smith Wealth Management | 2,195 | $1.35M | 0.13% | −55−2.4% | Reduced |
| Blue Door Asset Management, LLC | 2,160 | $1.33M | 0.68% | +2,160 | New |
| PEAK6 LLC | 2,159 | $1.33M | 0.03% | +1,228+131.9% | Added |
| Mariner, LLC | 2,125 | $1.31M | 0.00% | +1,006+89.9% | Added |
| Amalgamated Bank | 2,088 | $1.28M | 0.01% | −146−6.5% | Reduced |
| Arizona State Retirement System | 2,088 | $1.28M | 0.01% | −56−2.6% | Reduced |
| Yousif Capital Management, LLC | 2,087 | $1.28M | 0.01% | +7+0.3% | Added |
| State Board of Administration of Florida Retirement System | 2,064 | $1.27M | 0.00% | +65+3.3% | Added |
| Vanguard Investments Australia, Ltd. | 2,016 | $1.24M | 0.00% | +105+5.5% | Added |
| Teachers Retirement System of the State of Kentucky | 1,950 | $1.20M | 0.01% | 00.0% | Unchanged |
| Huntleigh Advisors, Inc. | 1,916 | $1.18M | 0.16% | +120+6.7% | Added |
| Engineers Gate Manager LP | 1,842 | $1.13M | 0.01% | −287−13.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 1,840 | $1.13M | 0.01% | −79−4.1% | Reduced |
| Atom Investors LP | 1,835 | $1.13M | 0.10% | −4,104−69.1% | Reduced |
| Sendero Wealth Management, LLC | 1,828 | $1.12M | 0.11% | −28−1.5% | Reduced |
| Aquatic Capital Management LLC | 1,812 | $1.11M | 0.04% | −786−30.3% | Reduced |
| Oregon Public Employees Retirement Fund | 1,777 | $1.09M | 0.01% | −16−0.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1,765 | $1.08M | 0.00% | +29+1.7% | Added |
| MML Investors Services, LLC | 1,726 | $1.06M | 0.00% | +351+25.5% | Added |
| KLP Kapitalforvaltning AS | 1,720 | $1.06M | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 1,717 | $1.05M | 0.00% | +327+23.5% | Added |
| South Shore Capital Advisors | 1,715 | $1.05M | 0.71% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 1,620 | $995.3K | 0.00% | −161−9.0% | Reduced |
| Marks Group Wealth Management, Inc | 1,616 | $992.8K | 0.09% | −1,372−45.9% | Reduced |
| Aristides Capital LLC | 1,541 | $946.8K | 0.24% | +433+39.1% | Added |
| Walleye Capital LLC | 1,518 | $932.6K | 0.00% | +1,518 | New |
| Captrust Financial Advisors | 1,473 | $905.0K | 0.00% | +177+13.7% | Added |
| Amundi | 1,420 | $872.4K | 0.00% | −189−11.7% | Reduced |
| KBC Group NV | 1,338 | $822.0K | 0.00% | +434+48.0% | Added |
| Jump Financial, LLC | 1,304 | $801.2K | 0.01% | +1,304 | New |
| Park Avenue Securities LLC | 1,278 | $785.0K | 0.00% | −8−0.6% | Reduced |
| Azzad Asset Management Inc | 1,259 | $773.6K | 0.07% | +1,259 | New |
| Jain Global LLC | 1,255 | $771.0K | 0.01% | +1,255 | New |
| Pictet Asset Management Holding SA | 1,243 | $763.7K | 0.00% | −60−4.6% | Reduced |
| Cinctive Capital Management LP | 1,216 | $747.1K | 0.03% | +1,216 | New |
| ExodusPoint Capital Management, LP | 1,206 | $740.9K | 0.01% | +1,206 | New |
| NorthCrest Asset Manangement, LLC | 1,296 | $736.1K | 0.02% | +18+1.4% | Added |
| Maryland State Retirement & Pension System | 1,129 | $693.6K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 1,122 | $689.3K | 0.00% | −91−7.5% | Reduced |
| Mercer Global Advisors Inc | 1,115 | $685.0K | 0.00% | +536+92.6% | Added |
| Empowered Funds, LLC | 1,100 | $675.8K | 0.00% | +134+13.9% | Added |
| Diametric Capital, LP | 1,063 | $653.1K | 0.07% | +1,063 | New |
| Lakewood Asset Management LLC | 1,043 | $640.8K | 0.35% | +27+2.7% | Added |
| Nisa Investment Advisors, LLC | 998 | $613.2K | 0.00% | +131+15.1% | Added |
| Almitas Capital LLC | 992 | $609.5K | 0.15% | 00.0% | Unchanged |
| Spears Abacus Advisors LLC | 943 | $579.4K | 0.01% | −9−0.9% | Reduced |
| Public Employees Retirement Association of Colorado | 937 | $576.0K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 905 | $556.0K | 0.01% | +8+0.9% | Added |
| Mutual of America Capital Management LLC | 888 | $545.6K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 872 | $535.9K | 0.00% | +30+3.6% | Added |