Institutional Ownership Cavco Industries Inc. (CVCO)
This table provides information about the institutional ownership of Cavco Industries Inc. (CVCO). We have compiled data on the 358 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $3.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
29
shares
|
$15,073
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
25
shares
|
$12,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
25
shares
|
$12,994
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
25
shares
|
$12,994
0.0% of portfolio
|
Q1 2025
Added 56.25%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
23
shares
|
$11,954
0.0% of portfolio
|
Q4 2024
Reduced 90.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
23
shares
|
$11,954
0.0% of portfolio
|
Q1 2025
Reduced 95.31%
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
23
shares
|
$11,954
0.0% of portfolio
|
Q1 2025
Added 27.78%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
20
shares
|
$10,395
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$10,395
0.0% of portfolio
|
Q2 2022
Reduced 33.33%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
18
shares
|
$9,355
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
18
shares
|
$9,355
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
18
shares
|
$9,355
0.0% of portfolio
|
Q3 2022
Reduced 18.18%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$8,836
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
15
shares
|
$7,796
0.0% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$7,276
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
12
shares
|
$6,237
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12
shares
|
$6,237
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
11
shares
|
$5,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
11
shares
|
$5,717
0.0% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
9
shares
|
$4,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9
shares
|
$4,677
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
9
shares
|
$4,677
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
8
shares
|
$4,158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
8
shares
|
$4,158
0.0% of portfolio
|
Q4 2024
Reduced 11.11%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
7
shares
|
$3,638
0.0% of portfolio
|
Q1 2025
Added 250.0%
|