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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
Silvant Capital Management LLC40$24.6K0.00%+40New
GWM Advisors LLC34$20.9K0.00%−10−22.7%Reduced
Pacer Advisors, Inc.33$20.0K0.00%−5−13.2%Reduced
Los Angeles Capital Management LLC32$19.7K0.00%00.0%Unchanged
Clearstead Advisors, LLC29$17.8K0.00%+29New
Sterling Capital Management LLC28$17.2K0.00%−23−45.1%Reduced
Rothschild Investment LLC28$17.2K0.00%+13+86.7%Added
Signaturefd, LLC27$16.6K0.00%+8+42.1%Added
Bare Financial Services, Inc27$16.6K0.00%+8+42.1%Added
Transamerica Financial Advisors, Inc.26$16.0K0.00%+10+62.5%Added
Keating Financial Advisory Services, Inc.24$14.7K0.00%+10+71.4%Added
Private Trust Co NA20$12.3K0.00%+20New
Financial Management Professionals, Inc.19$11.7K0.00%−18−48.6%Reduced
Fulcrum Asset Management LLP16$9.82K0.00%+16New
Caitong International Asset Management Co., Ltd15$9.22K0.00%−328−95.6%Reduced
Bank of New Hampshire14$8.60K0.00%−16−53.3%Reduced
Larson Financial Group LLC14$8.60K0.00%+12+600.0%Added
Hughes Financial Services, LLC13$7.99K0.00%+13New
Private Wealth Management Group, LLC11$6.76K0.00%00.0%Unchanged
CVA Family Office, LLC11$6.76K0.00%+5+83.3%Added
Quarry LP11$6.76K0.00%+9+450.0%Added
JFS Wealth Advisors, LLC10$6.14K0.00%+2+25.0%Added
Massmutual Trust Co FSB10$6.14K0.00%+2+25.0%Added
Essential Partners LLC10$6.14K0.00%+7+233.3%Added
GFS Advisors, LLC57,452$6.14K0.00%+57,452New
Fortitude Family Office, LLC9$5.53K0.00%+2+28.6%Added
Zions Bancorporation, National Association9$5.53K0.00%+8+800.0%Added
SJS Investment Consulting Inc.8$4.92K0.00%+5+166.7%Added
Torren Management, LLC8$4.92K0.00%00.0%Unchanged
Albion Financial Group5$3.07K0.00%00.0%Unchanged
JPL Wealth Management, LLC5$3.07K0.00%00.0%Unchanged
Provenance Wealth Advisors, LLC5$3.07K0.00%00.0%Unchanged
Barrow Hanley Mewhinney & Strauss LLC5$3.07K0.00%+5New
Action Point Financial Planning, LLC5$3.07K0.00%+5New
Rockefeller Capital Management L.P.4$2.46K0.00%−34−89.5%Reduced
Farmers & Merchants Investments Inc4$2.46K0.00%−1−20.0%Reduced
Steward Partners Investment Advisory, LLC4$2.46K0.00%00.0%Unchanged
High Note Wealth, LLC4$2.46K0.00%00.0%Unchanged
Assetmark, Inc4$2.46K0.00%+2+100.0%Added
Signature Equity Partners, LLC4$2.46K0.00%+4New
Cornerstone Planning Group LLC4$2.28K0.00%00.0%Unchanged
Millstone Evans Group, LLC3$1.84K0.00%00.0%Unchanged
Creative Capital Management Investments LLC3$1.84K0.00%+3New
SBI Securities Co., Ltd.2$1.23K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC2$1.23K0.00%+1+100.0%Added
Bruce G. Allen Investments, LLC2$1.23K0.00%+1+100.0%Added
Plante Moran Financial Advisors, LLC2$1.23K0.00%+2New
CoreCap Advisors, LLC2$1.23K0.00%+2New
Gilpin Wealth Management, LLC2$1.23K0.00%+2New
Silver Grove Financial Group, Inc.2$1.23K0.00%+2New
Capital Advisors, Ltd. LLC2$1.00K0.00%00.0%Unchanged
True Wealth Design, LLC1$6150.00%−1−50.0%Reduced
Rialto Wealth Management, LLC1$6150.00%00.0%Unchanged
TFC Financial Management1$6150.00%+1New
LRI Investments, LLC1$6140.00%−15−93.8%Reduced
TD Private Client Wealth LLC1$6140.00%00.0%Unchanged
Cedar Mountain Advisors, LLC1$6140.00%00.0%Unchanged
Ankerstar Wealth, LLC1$6140.00%00.0%Unchanged
Evolution Advisers, Inc.1$00.00%+1New
Navigoe, LLC1$00.00%+1New
Samlyn Capital, LLC0$00.00%−69,484−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−33,744−100.0%Sold out
Tensile Capital Management LP0$00.00%−33,000−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−20,234−100.0%Sold out
Royce & Associates LP0$00.00%−14,700−100.0%Sold out
Cannell Capital LLC0$00.00%−5,759−100.0%Sold out
Bridgewater Associates, LP0$00.00%−5,698−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,648−100.0%Sold out
Militia Capital Management LLC0$00.00%−3,740−100.0%Sold out
Entropy Technologies, LP0$00.00%−3,624−100.0%Sold out
Credit Agricole S A0$00.00%−3,518−100.0%Sold out
Diversified Management Inc0$00.00%−3,042−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−2,450−100.0%Sold out
Headlands Technologies LLC0$00.00%−2,214−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−1,493−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−1,369−100.0%Sold out
State of Wyoming0$00.00%−1,337−100.0%Sold out
Horizon Investments, LLC0$00.00%−1,310−100.0%Sold out
Inceptionr LLC0$00.00%−1,230−100.0%Sold out
AIA Group Ltd0$00.00%−1,190−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,035−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−965−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−787−100.0%Sold out
Mitsubishi UFJ Asset Management (UK) Ltd.0$00.00%−500−100.0%Sold out
Lombard Odier Asset Management (USA) Corp0$00.00%−449−100.0%Sold out
Savant Capital, LLC0$00.00%−414−100.0%Sold out
Meeder Asset Management Inc0$00.00%−291−100.0%Sold out
MAI Capital Management0$00.00%−69−100.0%Sold out
Root Financial Partners, LLC0$00.00%−31−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−16−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−11−100.0%Sold out
Picton Mahoney Asset Management0$00.00%−3−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−2−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−2−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1−100.0%Sold out
Wealth Preservation Advisors, LLC0$00.00%−1−100.0%Sold out
Rakuten Securities, Inc.0$00.00%−1−100.0%Sold out
Janus Henderson Group PLC––––Not filed
CWM, LLC––––Not filed
Skopos Labs, Inc.––––Not filed