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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, Q3 2021

Institutional positions in Cavco Industries, Inc. as of Sep 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
188
+3 vs. Q2 2021
Shares held
8.54M
+52.2K (+0.6%) vs. Q2 2021
Total value
$2.02B
+$136.6M (+7.2%) vs. Q2 2021
New holders
18
65 more added
Sold out
15
63 more reduced

2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 188 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 heldQ3 2021: $2.02B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2021.

Institutions holding CVCO in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,401,211$331.7M0.01%−19,941−1.4%Reduced
Price T Rowe Associates Inc849,740$201.2M0.02%−34,566−3.9%Reduced
Vanguard Group Inc743,895$176.1M0.00%−451−0.1%Reduced
Wellington Management Group LLP731,041$173.1M0.03%+19,899+2.8%Added
Dimensional Fund Advisors LP368,362$87.2M0.03%+368+0.1%Added
State Street Corp307,046$72.7M0.00%−15,843−4.9%Reduced
Broad Bay Capital Management, LP289,000$68.4M8.48%−24,000−7.7%Reduced
Gamco Investors, Inc. Et Al237,200$56.2M0.50%+290+0.1%Added
Boston Trust Walden Corp224,164$53.1M0.47%+1,871+0.8%Added
GW&K Investment Management, LLC217,224$51.4M0.46%−2,185−1.0%Reduced
Schroder Investment Management Group192,830$45.7M0.07%−25,156−11.5%Reduced
Bank of New York Mellon Corp175,886$41.6M0.01%−1,615−0.9%Reduced
Capital World Investors170,870$40.5M0.01%00.0%Unchanged
Handelsbanken Fonder AB162,186$38.4M0.20%+25,311+18.5%Added
Geode Capital Management, LLC159,724$37.8M0.01%−5,587−3.4%Reduced
Gabelli Funds LLC112,510$26.6M0.18%+100+0.1%Added
Kennedy Capital Management, Inc.103,589$24.5M0.55%+5,109+5.2%Added
SG Capital Management LLC102,845$24.3M10.37%+26,535+34.8%Added
Northern Trust Corp101,038$23.9M0.00%−4,088−3.9%Reduced
Ashford Capital Management Inc91,251$21.6M1.96%+1,460+1.6%Added
Norges Bank84,057$19.9M0.00%00.0%Unchanged
Charles Schwab Investment Management Inc80,995$19.2M0.01%+2,778+3.6%Added
Ameriprise Financial Inc79,908$18.9M0.01%−1,011−1.2%Reduced
RWC Asset Management LLP78,458$18.6M0.57%+8,855+12.7%Added
Tygh Capital Management, Inc.62,057$14.7M1.99%+848+1.4%Added
Handelsinvest Investeringsforvaltning60,000$14.2M1.55%+5,000+9.1%Added
Principal Financial Group Inc59,879$14.2M0.01%−551−0.9%Reduced
Nuveen Asset Management, LLC53,977$13.7M0.00%−4,376−7.5%Reduced
Invesco Ltd.55,553$13.2M0.00%+25,990+87.9%Added
Fisher Asset Management, LLC53,229$12.6M0.01%+2,960+5.9%Added
Royce & Associates LP47,379$11.2M0.08%−7,677−13.9%Reduced
Millennium Management LLC46,939$11.1M0.01%+33,197+241.6%Added
Robotti Robert40,705$9.64M2.21%00.0%Unchanged
West Coast Financial LLC35,367$8.37M1.35%+749+2.2%Added
Intrinsic Edge Capital Management LLC35,000$8.29M0.57%00.0%Unchanged
Victory Capital Management Inc31,996$7.58M0.01%+26+0.1%Added
Goldman Sachs Group Inc31,785$7.53M0.00%+12,126+61.7%Added
Russell Investments Group, Ltd.29,968$7.09M0.01%+12,962+76.2%Added
Morgan Stanley29,632$7.02M0.00%−1,727−5.5%Reduced
Teton Advisors, Inc.27,940$6.62M0.96%00.0%Unchanged
Bank of America Corp25,939$6.14M0.00%+5,822+28.9%Added
Legal & General Group Plc24,627$5.83M0.00%+1,698+7.4%Added
Rhumbline Advisers23,947$5.67M0.01%−3,271−12.0%Reduced
Envestnet Asset Management Inc21,541$5.10M0.00%+729+3.5%Added
BNP Paribas Arbitrage, SA21,421$5.07M0.01%+5,674+36.0%Added
Barclays PLC21,258$5.03M0.00%+2,809+15.2%Added
EULAV Asset Management20,800$4.92M0.13%00.0%Unchanged
UBS Group AG19,262$4.56M0.00%+1,258+7.0%Added
Truist Financial Corp18,315$4.34M0.01%+693+3.9%Added
Swiss National Bank18,300$4.33M0.00%+100+0.5%Added
Prudential Financial Inc17,690$4.21M0.01%+45+0.3%Added
Parametric Portfolio Associates LLC17,606$4.17M0.00%+1,722+10.8%Added
Assenagon Asset Management S.A.17,349$4.11M0.02%−50.0%Reduced
Public Sector Pension Investment Board17,269$4.09M0.02%−180−1.0%Reduced
Crown Advisors Management, Inc.15,000$3.55M2.50%00.0%Unchanged
Renaissance Technologies LLC13,555$3.21M0.00%−1,100−7.5%Reduced
Raymond James & Associates13,504$3.20M0.00%+73+0.5%Added
Alliancebernstein L.P.13,365$3.16M0.00%−400−2.9%Reduced
Walthausen & Co., LLC11,836$2.80M0.71%−890−7.0%Reduced
California State Teachers Retirement System11,785$2.79M0.00%−941−7.4%Reduced
Citigroup Inc11,736$2.78M0.00%−1,718−12.8%Reduced
Bank of Montreal10,430$2.58M0.00%−374−3.5%Reduced
Royal Bank of Canada10,181$2.41M0.00%+94+0.9%Added
Interval Partners, LP10,058$2.38M0.14%+10,058New
UBS Asset Management Americas Inc9,350$2.21M0.00%00.0%Unchanged
Aviva PLC9,283$2.20M0.01%+9,283New
Rafferty Asset Management, LLC9,115$2.16M0.01%−2,785−23.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,997$2.13M0.02%−1,241−12.1%Reduced
Robeco Schweiz AG8,939$2.12M0.03%00.0%Unchanged
Comerica Bank8,512$2.05M0.01%−247−2.8%Reduced
EAM Global Investors LLC8,473$2.01M0.47%+8,473New
JPMorgan Chase & Co8,118$1.92M0.00%−3,951−32.7%Reduced
New York State Common Retirement Fund7,962$1.89M0.00%−1,319−14.2%Reduced
Tudor Investment Corp Et Al7,720$1.83M0.04%−1,780−18.7%Reduced
Brinker Capital Investments, LLC8,190$1.82M0.03%00.0%Unchanged
Stanley-Laman Group, Ltd.7,623$1.80M0.23%+522+7.4%Added
Los Angeles Capital Management LLC7,434$1.76M0.01%+3,880+109.2%Added
Great West Life Assurance Co7,350$1.75M0.00%+164+2.3%Added
Ancora Advisors, LLC7,215$1.71M0.04%+3,278+83.3%Added
Thrivent Financial for Lutherans6,906$1.64M0.00%−71−1.0%Reduced
Deutsche Bank AG6,897$1.63M0.00%+333+5.1%Added
First Trust Advisors LP6,881$1.63M0.00%−450−6.1%Reduced
Credit Suisse AG6,616$1.57M0.00%−118−1.8%Reduced
Man Group plc6,539$1.55M0.01%−38−0.6%Reduced
Ensign Peak Advisors, Inc6,500$1.54M0.00%00.0%Unchanged
Texas Permanent School Fund6,320$1.50M0.02%−40−0.6%Reduced
State of Alaska, Department of Revenue6,237$1.48M0.01%+332+5.6%Added
EAM Investors, LLC5,999$1.42M0.24%+5,999New
Cubist Systematic Strategies, LLC5,976$1.42M0.02%−82−1.4%Reduced
American International Group, Inc.5,741$1.36M0.01%−194−3.3%Reduced
Citadel Advisors LLC5,560$1.32M0.00%+2,185+64.7%Added
Mitsubishi UFJ Asset Management (UK) Ltd.5,400$1.28M0.54%+1,000+22.7%Added
Anchor Capital Advisors LLC5,317$1.26M0.03%−65−1.2%Reduced
Malaga Cove Capital, LLC5,013$1.19M0.49%−31−0.6%Reduced
Oppenheimer Asset Management Inc.4,924$1.17M0.02%+151+3.2%Added
Manufacturers Life Insurance Company, The4,732$1.12M0.00%−515−9.8%Reduced
TD Asset Management Inc4,677$1.11M0.00%00.0%Unchanged
Amalgamated Bank4,480$1.06M0.01%−158−3.4%Reduced
Voya Investment Management LLC4,415$1.04M0.00%+24+0.5%Added
People's United Financial, Inc.4,244$1.00M0.02%−70−1.6%Reduced