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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, 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.

Institutional holdersQ2 2026: 360 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 heldQ2 2026: $4.74B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2026.

Institutions holding CVCO in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Keybank National Association835$513.0K0.00%+272+48.3%Added
Procyon Private Wealth Partners, LLC823$505.6K0.02%+823New
Stifel Financial Corp801$492.1K0.00%−95−10.6%Reduced
Yorktown Management & Research Co Inc800$491.5K0.30%00.0%Unchanged
Quadrant Capital Group LLC797$489.7K0.01%00.0%Unchanged
Cherry Creek Investment Advisors, Inc.794$487.8K0.19%00.0%Unchanged
EntryPoint Capital, LLC789$484.7K0.12%+789New
Xponance, Inc.777$477.4K0.00%+46+6.3%Added
Regions Financial Corp769$472.5K0.00%−236−23.5%Reduced
Arbor Wealth Management LLC753$462.6K0.41%−925−55.1%Reduced
Aviva PLC752$462.0K0.00%−82−9.8%Reduced
Everence Capital Management Inc743$456.0K0.02%00.0%Unchanged
Bank of Montreal732$449.7K0.00%+56+8.3%Added
Teacher Retirement System of Texas731$449.1K0.00%+731New
Verus Capital Partners, LLC729$447.9K0.02%+120+19.7%Added
Ameritas Investment Partners, Inc.714$438.7K0.01%+76+11.9%Added
The PNC Financial Services Group, Inc.697$428.2K0.00%−5−0.7%Reduced
Premier Fund Managers Ltd665$407.0K0.04%00.0%Unchanged
Vident Advisory, LLC649$398.7K0.00%+47+7.8%Added
Wealth Enhancement Advisory Services, LLC2,000$398.4K0.00%+238+13.5%Added
First National Bank of Omaha640$393.2K0.01%+640New
Resources Investment Advisors, LLC.623$382.8K0.00%−1,465−70.2%Reduced
CIBC Bancorp USA Inc.614$377.2K0.00%+26+4.4%Added
Janney Montgomery Scott LLC597$367.0K0.00%+597New
Riverwater Partners LLC596$366.2K0.11%00.0%Unchanged
Evergreen Capital Management LLC588$361.3K0.01%−1−0.2%Reduced
Commonwealth Equity Services, LLC586$360.0K0.00%+13+2.3%Added
JustInvest LLC580$356.3K0.00%+3+0.5%Added
Stephens Inc564$346.5K0.00%00.0%Unchanged
Swiss Life Asset Management Ltd538$330.5K0.00%+36+7.2%Added
Coldstream Capital Management Inc527$323.8K0.00%−41−7.2%Reduced
O'Shaughnessy Asset Management, LLC521$320.1K0.00%−178−25.5%Reduced
Virginia Retirement Systems Et Al520$319.5K0.00%−440−45.8%Reduced
Tower Research Capital LLC (TRC)503$309.0K0.01%−52−9.4%Reduced
Sanctuary Advisors, LLC496$304.7K0.00%+56+12.7%Added
Penserra Capital Management LLC495$304.0K0.00%+31+6.7%Added
Blackstone Group Inc.492$302.3K0.00%+492New
Ensign Peak Advisors, Inc480$294.9K0.00%−50−9.4%Reduced
Burney Co475$291.8K0.01%00.0%Unchanged
Bailard, Inc.470$288.8K0.01%00.0%Unchanged
Colony Group, LLC466$286.5K0.00%+35+8.1%Added
Kingswood Wealth Advisors, LLC442$271.6K0.01%−7−1.6%Reduced
Profund Advisors LLC438$269.1K0.01%+438New
Hohimer Wealth Management, LLC432$265.4K0.03%+2+0.5%Added
Vestcor Inc432$265.0K0.01%00.0%Unchanged
Fiduciary Trust Co419$257.4K0.00%00.0%Unchanged
GAMMA Investing LLC415$255.0K0.01%+33+8.6%Added
Squarepoint Ops LLC407$250.1K0.00%−3,594−89.8%Reduced
Guggenheim Capital LLC407$250.1K0.00%+407New
Abel Hall, LLC406$249.4K0.04%+406New
Davenport & Co LLC400$245.8K0.00%+400New
SkyOak Wealth, LLC393$241.5K0.04%−39−9.0%Reduced
DnB Asset Management AS392$240.8K0.00%−110−21.9%Reduced
Arkadios Wealth Advisors387$237.8K0.00%+387New
R Squared Ltd385$236.5K0.12%−40−9.4%Reduced
HB Wealth Management, LLC381$234.1K0.00%+381New
Crossmark Global Holdings, Inc.375$230.4K0.00%−61−14.0%Reduced
Byrne Asset Management LLC362$222.4K0.12%+11+3.1%Added
RSM US Wealth Management LLC361$222.0K0.00%+361New
M&T Bank Corp360$221.6K0.00%+360New
Cornerstone Investment Partners, LLC360$221.2K0.01%+360New
Leavell Investment Management, Inc.357$219.3K0.01%+357New
RMB Capital Management, LLC355$218.1K0.00%+355New
Blair William & Co349$214.4K0.00%−180−34.0%Reduced
New Age Alpha Advisors, LLC333$204.6K0.01%−13−3.8%Reduced
US Bancorp296$181.9K0.00%+175+144.6%Added
IFG Advisory, LLC292$179.4K0.01%+292New
Nykredit A/S267$164.0K0.00%+267New
Harbour Investments, Inc.245$150.5K0.00%00.0%Unchanged
Farther Finance Advisors, LLC204$125.3K0.00%−20−8.9%Reduced
SG Americas Securities, LLC202$124.0K0.00%−514−71.8%Reduced
OP Asset Management Ltd192$118.0K0.00%+11+6.1%Added
Northwestern Mutual Wealth Management Co182$111.8K0.00%+1+0.6%Added
Avanza Fonder AB173$106.3K0.00%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.173$106.3K0.01%+8+4.8%Added
Parkside Financial Bank & Trust156$95.8K0.01%+33+26.8%Added
Covestor Ltd152$93.0K0.05%−2−1.3%Reduced
Public Employees Retirement System of Ohio129$79.3K0.00%+12+10.3%Added
Smartleaf Asset Management LLC126$77.3K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.117$71.9K0.00%+83+244.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.115$70.7K0.00%−13−10.2%Reduced
Natixis110$67.6K0.00%+110New
Mather Group, LLC.102$62.7K0.00%00.0%Unchanged
Adirondack Trust Co100$61.4K0.02%00.0%Unchanged
Advisor Group Holdings, Inc.99$60.8K0.00%−9−8.3%Reduced
Persistent Asset Partners Ltd85$52.2K0.02%+85New
Salomon & Ludwin, LLC74$44.5K0.00%+33+80.5%Added
Allworth Financial LP72$44.2K0.00%+44+157.1%Added
Optiver Holding B.V.72$44.2K0.00%+70+3,500.0%Added
Wellington-Altus USA Inc.91$44.1K0.03%00.0%Unchanged
Umb Bank N A64$39.3K0.00%+29+82.9%Added
Parallel Advisors, LLC63$38.7K0.00%−4−6.0%Reduced
EverSource Wealth Advisors, LLC61$37.5K0.00%−11−15.3%Reduced
IFP Advisors, Inc59$36.2K0.00%+57+2,850.0%Added
Kemnay Advisory Services Inc.51$31.3K0.00%+1+2.0%Added
Mountain Hill Investment Partners Corp.50$30.7K0.02%00.0%Unchanged
Global Retirement Partners, LLC46$28.3K0.00%+46New
Hantz Financial Services, Inc.44$27.0K0.00%−32−42.1%Reduced
Versant Capital Management, Inc41$25.2K0.00%+14+51.9%Added
Nomura Asset Management Co Ltd40$24.6K0.00%00.0%Unchanged