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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 2021

Institutional positions in Cavco Industries, Inc. as of Jun 30, 2021. 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
187
−2 vs. Q1 2021
Shares held
8.49M
+19.4K (+0.2%) vs. Q1 2021
Total value
$1.89B
−$24.3M (−1.3%) vs. Q1 2021
New holders
12
74 more added
Sold out
14
64 more reduced

Compare with Q1 2021: 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 2021: 187 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 2021: $1.89B
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 2021

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2021.

Institutions holding CVCO in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,421,152$315.8M0.01%−45,360−3.1%Reduced
Price T Rowe Associates Inc884,306$196.5M0.02%−32,553−3.6%Reduced
Vanguard Group Inc744,346$165.4M0.00%+13,142+1.8%Added
Wellington Management Group LLP711,142$158.0M0.03%+1,143+0.2%Added
Dimensional Fund Advisors LP367,994$81.8M0.03%−11,095−2.9%Reduced
State Street Corp322,889$71.7M0.00%+19,785+6.5%Added
Broad Bay Capital Management, LP313,000$69.5M8.24%+16,000+5.4%Added
Gamco Investors, Inc. Et Al236,910$52.6M0.45%+150+0.1%Added
Boston Trust Walden Corp222,293$49.4M0.44%+87,125+64.5%Added
GW&K Investment Management, LLC219,409$48.8M0.42%+3,693+1.7%Added
Schroder Investment Management Group217,986$48.4M0.06%+29,741+15.8%Added
Bank of New York Mellon Corp177,501$39.4M0.01%+2,440+1.4%Added
Capital World Investors170,870$38.0M0.01%00.0%Unchanged
Geode Capital Management, LLC165,311$36.7M0.01%+4,358+2.7%Added
Handelsbanken Fonder AB136,875$30.4M0.16%−5,111−3.6%Reduced
Gabelli Funds LLC112,410$25.0M0.16%+500+0.4%Added
Northern Trust Corp105,126$23.4M0.00%−5,421−4.9%Reduced
Kennedy Capital Management, Inc.98,480$21.9M0.47%−2,268−2.3%Reduced
Ashford Capital Management Inc89,791$20.0M1.80%−310−0.3%Reduced
Norges Bank84,057$18.7M0.00%−2,994−3.4%Reduced
Ameriprise Financial Inc80,919$18.0M0.01%−818−1.0%Reduced
Charles Schwab Investment Management Inc78,217$17.4M0.01%+3,813+5.1%Added
SG Capital Management LLC76,310$17.0M4.73%+25,515+50.2%Added
RWC Asset Management LLP69,603$15.5M0.44%−16,216−18.9%Reduced
Tygh Capital Management, Inc.61,209$13.6M1.85%−665−1.1%Reduced
Principal Financial Group Inc60,430$13.4M0.01%−285−0.5%Reduced
Nuveen Asset Management, LLC58,353$13.0M0.00%−1,548−2.6%Reduced
Royce & Associates LP55,056$12.2M0.08%−17,100−23.7%Reduced
Handelsinvest Investeringsforvaltning55,000$12.2M1.36%+5,000+10.0%Added
Fisher Asset Management, LLC50,269$11.2M0.01%+451+0.9%Added
Robotti Robert40,705$9.04M2.27%−71−0.2%Reduced
Intrinsic Edge Capital Management LLC35,000$7.78M0.47%00.0%Unchanged
West Coast Financial LLC34,618$7.69M1.25%+703+2.1%Added
Victory Capital Management Inc31,970$7.10M0.01%+7,776+32.1%Added
Morgan Stanley31,359$6.97M0.00%+10,477+50.2%Added
Invesco Ltd.29,563$6.57M0.00%+4,204+16.6%Added
Teton Advisors, Inc.27,940$6.21M0.83%00.0%Unchanged
Rhumbline Advisers27,218$6.05M0.01%+306+1.1%Added
Legal & General Group Plc22,929$5.09M0.00%−5,865−20.4%Reduced
Envestnet Asset Management Inc20,812$4.62M0.00%+2,066+11.0%Added
EULAV Asset Management20,800$4.62M0.12%00.0%Unchanged
Bank of America Corp20,117$4.47M0.00%+2,449+13.9%Added
Goldman Sachs Group Inc19,659$4.37M0.00%+2,145+12.2%Added
Barclays PLC18,449$4.10M0.00%−6,432−25.9%Reduced
Swiss National Bank18,200$4.04M0.00%−700−3.7%Reduced
UBS Group AG18,004$4.00M0.00%−756−4.0%Reduced
Prudential Financial Inc17,645$3.92M0.01%−3,197−15.3%Reduced
Truist Financial Corp17,622$3.92M0.01%+241+1.4%Added
Public Sector Pension Investment Board17,449$3.88M0.02%−170−1.0%Reduced
Assenagon Asset Management S.A.17,354$3.86M0.02%−11,484−39.8%Reduced
Russell Investments Group, Ltd.17,006$3.78M0.01%−16,161−48.7%Reduced
Parametric Portfolio Associates LLC15,884$3.53M0.00%+2,278+16.7%Added
BNP Paribas Arbitrage, SA15,747$3.50M0.01%+12,826+439.1%Added
Crown Advisors Management, Inc.15,000$3.33M2.38%00.0%Unchanged
Renaissance Technologies LLC14,655$3.26M0.00%−8,290−36.1%Reduced
Alliancebernstein L.P.13,765$3.06M0.00%+625+4.8%Added
Millennium Management LLC13,742$3.05M0.00%−1,066−7.2%Reduced
Citigroup Inc13,454$2.99M0.00%+3,894+40.7%Added
Raymond James & Associates13,431$2.98M0.00%−59−0.4%Reduced
California State Teachers Retirement System12,726$2.83M0.00%−1,129−8.1%Reduced
Walthausen & Co., LLC12,726$2.83M0.62%00.0%Unchanged
JPMorgan Chase & Co12,069$2.68M0.00%−461−3.7%Reduced
Rafferty Asset Management, LLC11,900$2.64M0.02%+1,732+17.0%Added
Bank of Montreal10,804$2.43M0.00%+8,046+291.7%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys10,238$2.27M0.03%+1,384+15.6%Added
Royal Bank of Canada10,087$2.24M0.00%+972+10.7%Added
Comerica Bank8,759$2.16M0.01%−610−6.5%Reduced
Tudor Investment Corp Et Al9,500$2.11M0.04%+2,620+38.1%Added
UBS Asset Management Americas Inc9,350$2.08M0.00%+571+6.5%Added
New York State Common Retirement Fund9,281$2.06M0.00%+881+10.5%Added
Robeco Schweiz AG8,939$1.99M0.03%+1,807+25.3%Added
Brinker Capital Investments, LLC8,190$1.82M0.02%+8,190New
Sante Capital Fund, LP8,018$1.78M0.74%+8,018New
First Trust Advisors LP7,331$1.63M0.00%+4,236+136.9%Added
Holocene Advisors, LP7,211$1.60M0.01%+1,240+20.8%Added
Great West Life Assurance Co7,186$1.59M0.00%−350−4.6%Reduced
Stanley-Laman Group, Ltd.7,101$1.58M0.22%+497+7.5%Added
Thrivent Financial for Lutherans6,977$1.55M0.00%−1,078−13.4%Reduced
Marks Group Wealth Management, Inc6,812$1.51M0.21%+160+2.4%Added
Credit Suisse AG6,734$1.50M0.00%−2,075−23.6%Reduced
Man Group plc6,577$1.46M0.01%−210−3.1%Reduced
Deutsche Bank AG6,564$1.46M0.00%−576−8.1%Reduced
Ensign Peak Advisors, Inc6,500$1.44M0.00%00.0%Unchanged
Texas Permanent School Fund6,360$1.41M0.02%−27−0.4%Reduced
Cubist Systematic Strategies, LLC6,058$1.35M0.02%+4,749+362.8%Added
American International Group, Inc.5,935$1.32M0.01%−131−2.2%Reduced
State of Alaska, Department of Revenue5,905$1.31M0.01%+120+2.1%Added
Budros, Ruhlin & Roe, Inc.5,870$1.30M0.14%−3,912−40.0%Reduced
Anchor Capital Advisors LLC5,382$1.20M0.02%−37−0.7%Reduced
Manufacturers Life Insurance Company, The5,247$1.17M0.00%+50+1.0%Added
Malaga Cove Capital, LLC5,044$1.12M0.48%−69−1.3%Reduced
TD Asset Management Inc4,677$1.10M0.00%−1,458−23.8%Reduced
AQR Capital Management LLC4,845$1.08M0.00%−741−13.3%Reduced
Quadrature Capital Ltd4,798$1.06M0.04%+4,798New
Oppenheimer Asset Management Inc.4,773$1.06M0.02%+57+1.2%Added
Amalgamated Bank4,638$1.03M0.01%+3,254+235.1%Added
Mitsubishi UFJ Asset Management (UK) Ltd.4,400$978.0K0.42%00.0%Unchanged
Voya Investment Management LLC4,391$976.0K0.00%−1,495−25.4%Reduced
People's United Financial, Inc.4,314$959.0K0.02%+108+2.6%Added
SG Americas Securities, LLC4,316$959.0K0.00%+2,923+209.8%Added