Skip to main content

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, Q1 2022

Institutional positions in Cavco Industries, Inc. as of Mar 31, 2022. 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
226
+7 vs. Q4 2021
Shares held
8.45M
+19.1K (+0.2%) vs. Q4 2021
Total value
$2.04B
−$638.0M (−23.8%) vs. Q4 2021
New holders
33
87 more added
Sold out
26
71 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 226 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 heldQ1 2022: $2.04B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2021.

Institutions holding CVCO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,397,753$336.6M0.01%−21,778−1.5%Reduced
Price T Rowe Associates Inc890,294$214.4M0.02%+5,763+0.7%Added
Vanguard Group Inc789,464$190.1M0.00%+34,461+4.6%Added
Dimensional Fund Advisors LP377,141$90.8M0.03%+6,398+1.7%Added
Wellington Management Group LLP336,440$81.0M0.01%−166,075−33.0%Reduced
State Street Corp322,818$77.8M0.00%+10,654+3.4%Added
Broad Bay Capital Management, LP268,000$64.5M8.20%+11,000+4.3%Added
Boston Trust Walden Corp240,981$58.0M0.48%+15,790+7.0%Added
GW&K Investment Management, LLC236,264$56.9M0.51%+7,188+3.1%Added
Gamco Investors, Inc. Et Al225,655$54.3M0.49%−5,500−2.4%Reduced
Handelsbanken Fonder AB182,186$43.9M0.24%+12,500+7.4%Added
Capital World Investors170,870$41.2M0.01%00.0%Unchanged
Bank of New York Mellon Corp168,340$40.5M0.01%−4,765−2.8%Reduced
Geode Capital Management, LLC163,553$39.4M0.00%+5,151+3.3%Added
Schroder Investment Management Group129,793$32.6M0.04%−43,846−25.3%Reduced
Gabelli Funds LLC109,810$26.4M0.17%−880−0.8%Reduced
Kennedy Capital Management, Inc.102,016$24.6M0.58%−2,674−2.6%Reduced
Millennium Management LLC98,681$23.8M0.03%+81,676+480.3%Added
Northern Trust Corp95,801$23.1M0.00%−3,970−4.0%Reduced
Ashford Capital Management Inc92,281$22.2M2.39%+3,260+3.7%Added
Norges Bank90,446$21.8M0.00%+1,938+2.2%Added
Charles Schwab Investment Management Inc85,481$20.6M0.01%+1,937+2.3%Added
Ameriprise Financial Inc78,836$19.0M0.01%−565−0.7%Reduced
SG Capital Management LLC70,813$17.1M8.35%−7,377−9.4%Reduced
FMR LLC65,224$15.7M0.00%+320.0%Added
Handelsinvest Investeringsforvaltning63,000$15.2M1.84%+3,000+5.0%Added
Neumeier Poma Investment Counsel LLC61,010$14.7M0.99%+61,010New
Voya Investment Management LLC59,356$14.3M0.03%+55,084+1,289.4%Added
Nuveen Asset Management, LLC51,001$14.2M0.00%+568+1.1%Added
Principal Financial Group Inc57,667$13.9M0.01%−536−0.9%Reduced
RWC Asset Management LLP53,447$12.9M0.36%−3,558−6.2%Reduced
Fisher Asset Management, LLC50,791$12.2M0.01%+728+1.5%Added
Assenagon Asset Management S.A.48,200$11.6M0.04%+20,237+72.4%Added
Morgan Stanley44,746$10.8M0.00%+6,558+17.2%Added
Invesco Ltd.43,246$10.4M0.00%−9,621−18.2%Reduced
Royce & Associates LP40,979$9.87M0.08%+200+0.5%Added
Robotti Robert40,460$9.74M1.97%+34+0.1%Added
West Coast Financial LLC36,329$8.75M1.34%+787+2.2%Added
Prudential Financial Inc35,310$8.51M0.01%+17,423+97.4%Added
Bank of America Corp31,994$7.71M0.00%−8,668−21.3%Reduced
Ancora Advisors, LLC30,289$7.29M0.18%+23,730+361.8%Added
Crown Advisors Management, Inc.30,000$7.22M5.09%+15,000+100.0%Added
Russell Investments Group, Ltd.28,613$6.89M0.01%+848+3.1%Added
Renaissance Technologies LLC27,355$6.59M0.01%+7,800+39.9%Added
Legal & General Group Plc25,067$6.04M0.00%−267−1.1%Reduced
Citadel Advisors LLC24,892$6.00M0.01%+12,528+101.3%Added
JPMorgan Chase & Co24,779$5.97M0.00%+10,691+75.9%Added
Teton Advisors, Inc.24,440$5.89M1.02%−2,300−8.6%Reduced
Parametric Portfolio Associates LLC23,953$5.77M0.00%−6,010−20.1%Reduced
Rhumbline Advisers23,738$5.72M0.01%+522+2.2%Added
Envestnet Asset Management Inc22,387$5.39M0.00%−74−0.3%Reduced
EULAV Asset Management20,800$5.01M0.15%00.0%Unchanged
Swiss National Bank19,500$4.70M0.00%+1,300+7.1%Added
Truist Financial Corp18,942$4.56M0.01%+440+2.4%Added
Goldman Sachs Group Inc17,874$4.30M0.00%−8,677−32.7%Reduced
Barclays PLC17,340$4.17M0.00%−9,026−34.2%Reduced
Public Sector Pension Investment Board15,909$3.83M0.02%−1,470−8.5%Reduced
Robeco Schweiz AG15,070$3.63M0.05%−940−5.9%Reduced
Raymond James & Associates14,161$3.41M0.00%+774+5.8%Added
Avalon Investment & Advisory13,929$3.35M0.08%+1,564+12.6%Added
STRS Ohio13,100$3.15M0.01%−6,900−34.5%Reduced
Alliancebernstein L.P.12,272$2.96M0.00%+110+0.9%Added
Citigroup Inc12,085$2.91M0.00%−289−2.3%Reduced
Los Angeles Capital Management LLC12,020$2.90M0.01%+4,015+50.2%Added
Walthausen & Co., LLC11,366$2.74M0.77%−240−2.1%Reduced
California State Teachers Retirement System10,961$2.64M0.00%−1,041−8.7%Reduced
Aviva PLC10,096$2.43M0.01%−608−5.7%Reduced
Victory Capital Management Inc10,252$2.42M0.00%−22,432−68.6%Reduced
Royal Bank of Canada9,996$2.41M0.00%−1,246−11.1%Reduced
Man Group plc9,809$2.36M0.01%+1,710+21.1%Added
State of New Jersey Common Pension Fund D9,634$2.32M0.01%00.0%Unchanged
First Eagle Investment Management, LLC9,062$2.18M0.01%+6,769+295.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,824$2.13M0.02%+1,142+14.9%Added
Cubist Systematic Strategies, LLC8,664$2.09M0.02%+2,777+47.2%Added
Comerica Bank8,214$2.00M0.01%+46+0.6%Added
Credit Suisse AG8,302$2.00M0.00%+917+12.4%Added
Yousif Capital Management, LLC8,026$1.93M0.02%−75−0.9%Reduced
Prescott Group Capital Management, L.L.C.8,000$1.93M0.49%+8,000New
Great West Life Assurance Co7,402$1.83M0.00%+56+0.8%Added
Brinker Capital Investments, LLC7,569$1.82M0.03%+107+1.4%Added
SG Americas Securities, LLC7,463$1.80M0.02%−5,608−42.9%Reduced
Rafferty Asset Management, LLC7,333$1.77M0.01%−1,508−17.1%Reduced
TD Asset Management Inc7,194$1.73M0.00%−2,160−23.1%Reduced
Thrivent Financial for Lutherans6,937$1.67M0.00%−9−0.1%Reduced
AQR Capital Management LLC6,872$1.66M0.00%+1,812+35.8%Added
Shaker Investments LLC6,730$1.62M0.82%+5,814+634.7%Added
Tudor Investment Corp Et Al6,701$1.61M0.04%+6,701New
Jump Financial, LLC6,654$1.60M0.07%+4,554+216.9%Added
New York State Common Retirement Fund6,600$1.59M0.00%−77−1.2%Reduced
Susquehanna Fundamental Investments, LLC6,226$1.50M0.03%+4,750+321.8%Added
Voloridge Investment Management, LLC6,205$1.49M0.01%+2,616+72.9%Added
Texas Permanent School Fund6,041$1.46M0.02%−139−2.2%Reduced
Deutsche Bank AG6,038$1.45M0.00%−551−8.4%Reduced
State of Alaska, Department of Revenue5,937$1.43M0.02%−110−1.8%Reduced
UBS Asset Management Americas Inc5,836$1.41M0.00%−229−3.8%Reduced
BNP Paribas Arbitrage, SA5,318$1.28M0.00%−7,033−56.9%Reduced
Oppenheimer Asset Management Inc.5,271$1.27M0.02%+500+10.5%Added
American International Group, Inc.5,237$1.26M0.01%−326−5.9%Reduced
Wells Fargo & Company5,184$1.25M0.00%−3,543−40.6%Reduced
First Trust Advisors LP5,069$1.22M0.00%−1,191−19.0%Reduced