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
- −11.2K (−0.1%) vs. Q1 2026
- Total value
- $4.74B
- +$973.6M (+25.8%) vs. Q1 2026
- New holders
- 55
- 143 more added
- Sold out
- 37
- 114 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 | $4.61B |
| Q3 2025 | 325 | $4.58B |
| Q2 2025 | 315 | $3.30B |
| Q1 2025 | 334 | $3.99B |
| Q4 2024 | 299 | $3.43B |
| Q3 2024 | 293 | $3.34B |
| Q2 2024 | 272 | $2.72B |
| Q1 2024 | 263 | $3.28B |
| Q4 2023 | 259 | $2.79B |
| Q3 2023 | 255 | $2.20B |
| Q2 2023 | 254 | $2.46B |
| Q1 2023 | 260 | $2.65B |
| Q4 2022 | 251 | $1.85B |
| Q3 2022 | 241 | $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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,248,595 | $767.1M | 0.01% | +50,279+4.2% | Added |
| Capital World Investors | 528,190 | $324.5M | 0.04% | −88,389−14.3% | Reduced |
| State Street Corp | 419,204 | $257.6M | 0.01% | +17,299+4.3% | Added |
| Vanguard Capital Management LLC | 347,619 | $213.6M | 0.00% | −504−0.1% | Reduced |
| Vanguard Portfolio Management LLC | 331,162 | $203.5M | 0.01% | +13,440+4.2% | Added |
| Boston Partners | 325,596 | $199.6M | 0.18% | +25,936+8.7% | Added |
| Geode Capital Management, LLC | 259,180 | $159.3M | 0.01% | +18,507+7.7% | Added |
| Fiduciary Management Inc | 250,135 | $153.7M | 2.19% | −17,379−6.5% | Reduced |
| Dimensional Fund Advisors LP | 203,458 | $125.0M | 0.02% | +2,506+1.2% | Added |
| Ameriprise Financial Inc | 180,511 | $110.9M | 0.02% | +40,663+29.1% | Added |
| Boston Trust Walden Corp | 155,713 | $95.7M | 0.73% | +15,930+11.4% | Added |
| GW&K Investment Management, LLC | 153,439 | $94.3M | 0.74% | −9,845−6.0% | Reduced |
| Invesco Ltd. | 149,655 | $91.9M | 0.01% | −32,130−17.7% | Reduced |
| Schroder Investment Management Group | 130,350 | $80.0M | 0.06% | +269+0.2% | Added |
| Point72 Asset Management, L.P. | 109,528 | $67.3M | 0.10% | +6,813+6.6% | Added |
| FMR LLC | 109,289 | $67.1M | 0.00% | −58,092−34.7% | Reduced |
| Charles Schwab Investment Management Inc | 108,389 | $66.6M | 0.01% | +3,663+3.5% | Added |
| Victory Capital Management Inc | 105,872 | $65.0M | 0.04% | +26,629+33.6% | Added |
| Northern Trust Corp | 86,937 | $53.4M | 0.01% | +5,273+6.5% | Added |
| Price T Rowe Associates Inc | 86,552 | $53.2M | 0.01% | −6,069−6.6% | Reduced |
| Gamco Investors, Inc. Et Al | 79,844 | $49.1M | 0.44% | −3,230−3.9% | Reduced |
| Marshall Wace, LLP | 74,839 | $46.0M | 0.04% | +67,999+994.1% | Added |
| Jupiter Topco LLC | 69,912 | $43.0M | 0.02% | +69,912 | New |
| Neumeier Poma Investment Counsel LLC | 69,707 | $42.8M | 2.93% | +15,610+28.9% | Added |
| Goldman Sachs Group Inc | 61,679 | $37.9M | 0.00% | −31,495−33.8% | Reduced |
| Morgan Stanley | 57,665 | $35.4M | 0.00% | −3,718−6.1% | Reduced |
| Nuveen, LLC | 57,303 | $35.2M | 0.01% | +11,633+25.5% | Added |
| Vanguard Fiduciary Trust Co | 55,612 | $34.2M | 0.01% | +1,631+3.0% | Added |
| Principal Financial Group Inc | 55,036 | $33.8M | 0.02% | +1,730+3.2% | Added |
| Franklin Resources Inc | 54,387 | $33.4M | 0.01% | −4,023−6.9% | Reduced |
| Punch & Associates Investment Management, Inc. | 53,930 | $33.1M | 1.64% | +2,939+5.8% | Added |
| Bessemer Group Inc | 49,960 | $30.7M | 0.04% | −9,918−16.6% | Reduced |
| Gabelli Funds LLC | 48,780 | $30.0M | 0.19% | −2,520−4.9% | Reduced |
| Capital Research Global Investors | 48,293 | $29.7M | 0.00% | +1,279+2.7% | Added |
| Bank of New York Mellon Corp | 45,731 | $28.1M | 0.00% | +908+2.0% | Added |
| Renaissance Technologies LLC | 42,169 | $25.9M | 0.04% | +4,240+11.2% | Added |
| Kennedy Capital Management, Inc. | 41,242 | $25.3M | 0.45% | −817−1.9% | Reduced |
| Handelsbanken Fonder AB | 40,551 | $24.9M | 0.07% | −6,035−13.0% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 39,500 | $24.3M | 0.56% | +39,500 | New |
| Bank of America Corp | 38,557 | $23.7M | 0.00% | +11,204+41.0% | Added |
| JPMorgan Chase & Co | 37,102 | $23.0M | 0.00% | −6,780−15.5% | Reduced |
| Segall Bryant & Hamill, LLC | 37,226 | $22.9M | 0.27% | +653+1.8% | Added |
| Millennium Management LLC | 35,070 | $21.5M | 0.01% | −12,674−26.5% | Reduced |
| Public Sector Pension Investment Board | 32,524 | $20.0M | 0.05% | +2,205+7.3% | Added |
| Robotti Robert | 32,396 | $19.9M | 3.21% | +80.0% | Added |
| Cerity Partners LLC | 31,514 | $19.4M | 0.02% | +873+2.8% | Added |
| Envestnet Asset Management Inc | 31,454 | $19.3M | 0.00% | +4,571+17.0% | Added |
| Robeco Schweiz AG | 29,200 | $17.9M | 0.29% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 25,204 | $15.5M | 0.02% | +7,579+43.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,200 | $15.5M | 0.02% | +25,200 | New |
| Adage Capital Partners GP, L.L.C. | 25,000 | $15.4M | 0.02% | −17,035−40.5% | Reduced |
| Broad Bay Capital Management, LP | 23,853 | $14.7M | 1.39% | −76,459−76.2% | Reduced |
| Citigroup Inc | 23,690 | $14.6M | 0.01% | +15,343+183.8% | Added |
| AQR Capital Management LLC | 22,824 | $14.0M | 0.00% | +8,197+56.0% | Added |
| EULAV Asset Management | 21,900 | $13.5M | 0.43% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 21,804 | $13.4M | 0.01% | +2,757+14.5% | Added |
| American Century Companies Inc | 20,396 | $12.5M | 0.01% | +2,714+15.3% | Added |
| Capital Fund Management S.A. | 20,290 | $12.5M | 0.09% | +20,290 | New |
| Tributary Capital Management, LLC | 19,142 | $11.8M | 0.97% | +19,142 | New |
| Rhumbline Advisers | 19,006 | $11.7M | 0.01% | −2,422−11.3% | Reduced |
| Pillsbury Lake Capital LLC | 18,772 | $11.5M | 3.17% | +2,998+19.0% | Added |
| Trexquant Investment LP | 18,547 | $11.4M | 0.07% | +18,547 | New |
| First Sabrepoint Capital Management LP | 18,500 | $11.4M | 4.86% | −14,540−44.0% | Reduced |
| Legal & General Group Plc | 17,977 | $11.0M | 0.00% | −419−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 17,902 | $11.0M | 0.01% | +17,203+2,461.1% | Added |
| Raymond James Financial Inc | 17,519 | $10.8M | 0.00% | −768−4.2% | Reduced |
| Barclays PLC | 15,415 | $9.47M | 0.00% | +3,425+28.6% | Added |
| Swiss National Bank | 15,180 | $9.33M | 0.00% | −240−1.6% | Reduced |
| Intrinsic Edge Capital Management LLC | 15,000 | $9.22M | 1.14% | +15,000 | New |
| Rafferty Asset Management, LLC | 14,813 | $9.10M | 0.02% | +3,777+34.2% | Added |
| Aviance Capital Partners, LLC | 14,715 | $9.04M | 0.94% | +564+4.0% | Added |
| Jacobs Levy Equity Management, Inc | 14,595 | $8.97M | 0.03% | +2,757+23.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 14,370 | $8.83M | 0.14% | −1,618−10.1% | Reduced |
| Pier Capital, LLC | 14,075 | $8.65M | 1.15% | +236+1.7% | Added |
| SG Capital Management LLC | 13,903 | $8.54M | 0.77% | −1,021−6.8% | Reduced |
| Deutsche Bank AG | 13,876 | $8.53M | 0.00% | +4,137+42.5% | Added |
| UBS Asset Management Americas Inc | 13,805 | $8.48M | 0.00% | −184−1.3% | Reduced |
| Ashford Capital Management Inc | 13,730 | $8.44M | 0.90% | −15,187−52.5% | Reduced |
| Russell Investments Group, Ltd. | 13,683 | $8.41M | 0.01% | +3,148+29.9% | Added |
| Westbourne Investment Advisors, Inc. | 13,097 | $8.05M | 2.22% | +643+5.2% | Added |
| Ballast Asset Management, LP | 11,995 | $7.37M | 2.94% | −122−1.0% | Reduced |
| Citadel Advisors LLC | 11,872 | $7.29M | 0.00% | −13,313−52.9% | Reduced |
| Wells Fargo & Company | 11,213 | $6.89M | 0.00% | +6,978+164.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,801 | $6.02M | 0.01% | −278−2.8% | Reduced |
| UBS Group AG | 9,474 | $5.82M | 0.00% | −72,649−88.5% | Reduced |
| SEI Investments Co | 9,382 | $5.76M | 0.01% | −3,112−24.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 9,401 | $5.66M | 0.01% | +943+11.1% | Added |
| Anchor Capital Advisors LLC | 9,004 | $5.53M | 0.08% | +4,486+99.3% | Added |
| Brasada Capital Management, LP | 8,885 | $5.46M | 0.99% | −890−9.1% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 8,810 | $5.41M | 1.48% | −7,040−44.4% | Reduced |
| California State Teachers Retirement System | 8,652 | $5.32M | 0.00% | −667−7.2% | Reduced |
| Alliancebernstein L.P. | 10,353 | $5.01M | 0.00% | +352+3.5% | Added |
| Prudential Financial Inc | 8,034 | $4.94M | 0.01% | +64+0.8% | Added |
| Royal Bank of Canada | 7,906 | $4.86M | 0.00% | +975+14.1% | Added |
| Watchman Group, Inc. | 7,788 | $4.78M | 1.07% | +108+1.4% | Added |
| First Trust Advisors LP | 7,771 | $4.77M | 0.00% | +3,391+77.4% | Added |
| Confluence Investment Management LLC | 7,310 | $4.49M | 0.07% | −680−8.5% | Reduced |
| State of Wisconsin Investment Board | 7,211 | $4.43M | 0.01% | −4,556−38.7% | Reduced |
| Vanguard Asset Management, Ltd | 7,204 | $4.43M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 7,167 | $4.40M | 0.01% | −1,116−13.5% | Reduced |