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 356 institutions that hold shares in the stock, with a total of 7.42 Million shares, which have been reported (via 13F filing form) to have a value of $4.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
19
shares
|
$10,601
0.0% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
18
shares
|
$10,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
18
shares
|
$10,043
0.0% of portfolio
|
Q3 2022
Reduced 18.18%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
17
shares
|
$9,485
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
17
shares
|
$9,485
0.0% of portfolio
|
Q3 2025
Added 21.43%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
16
shares
|
$8,927
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
15
shares
|
$8,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
14
shares
|
$7,811
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
13
shares
|
$7,253
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
13
shares
|
$7,253
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
12
shares
|
$6,695
0.0% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
12
shares
|
$6,695
0.0% of portfolio
|
Q3 2025
Added 9.09%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
11
shares
|
$6,137
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9
shares
|
$5,021
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9
shares
|
$5,021
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
8
shares
|
$4,463
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
8
shares
|
$4,463
0.0% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
7
shares
|
$3,905
0.0% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
6
shares
|
$3,347
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
6
shares
|
$3,347
0.0% of portfolio
|
Q3 2025
Reduced 40.0%
|
|
|
Albion Financial Group
|
Oct 20, 2025 Q3 2025 |
5
shares
|
$2,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
5
shares
|
$2,789
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
5
shares
|
$2,789
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
5
shares
|
$2,789
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
5
shares
|
$2,789
0.0% of portfolio
|
Q2 2025
Added 25.0%
|
|