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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 2022

Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
224
+5 vs. Q1 2022
Shares held
8.36M
−42.2K (−0.5%) vs. Q1 2022
Total value
$1.64B
−$387.2M (−19.1%) vs. Q1 2022
New holders
29
71 more added
Sold out
24
81 more reduced

7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 2022: 224 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 2022: $1.64B
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 2022

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2022.

Institutions holding CVCO in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,358,731$266.3M0.01%−39,022−2.8%Reduced
Price T Rowe Associates Inc878,474$172.2M0.02%−11,820−1.3%Reduced
Vanguard Group Inc829,443$162.6M0.00%+39,979+5.1%Added
Dimensional Fund Advisors LP377,032$73.9M0.03%−1090.0%Reduced
State Street Corp319,377$62.6M0.00%−3,441−1.1%Reduced
Wellington Management Group LLP310,761$60.9M0.01%−25,679−7.6%Reduced
Broad Bay Capital Management, LP268,000$52.5M8.22%00.0%Unchanged
Boston Trust Walden Corp243,705$47.8M0.45%+2,724+1.1%Added
Gamco Investors, Inc. Et Al224,895$44.1M0.48%−760−0.3%Reduced
GW&K Investment Management, LLC211,276$41.4M0.45%−24,988−10.6%Reduced
Geode Capital Management, LLC176,715$34.6M0.01%+13,162+8.0%Added
Capital World Investors170,870$33.5M0.01%00.0%Unchanged
Handelsbanken Fonder AB150,586$29.5M0.19%−31,600−17.3%Reduced
Bank of New York Mellon Corp146,970$28.8M0.01%−21,370−12.7%Reduced
Schroder Investment Management Group137,872$27.1M0.04%+8,079+6.2%Added
Gabelli Funds LLC112,000$22.0M0.17%+2,190+2.0%Added
Millennium Management LLC103,330$20.3M0.03%+4,649+4.7%Added
Ashford Capital Management Inc97,406$19.1M2.71%+5,125+5.6%Added
Kennedy Capital Management, Inc.95,950$18.8M0.53%−6,066−5.9%Reduced
Northern Trust Corp93,729$18.4M0.00%−2,072−2.2%Reduced
Norges Bank88,333$17.3M0.00%−2,113−2.3%Reduced
Charles Schwab Investment Management Inc86,396$16.9M0.01%+915+1.1%Added
Ameriprise Financial Inc76,865$15.1M0.01%−1,971−2.5%Reduced
Morgan Stanley65,194$12.8M0.00%+20,448+45.7%Added
Fisher Asset Management, LLC64,349$12.6M0.01%+13,558+26.7%Added
FMR LLC62,516$12.3M0.00%−2,708−4.2%Reduced
Neumeier Poma Investment Counsel LLC62,050$12.2M0.95%+1,040+1.7%Added
Handelsinvest Investeringsforvaltning60,000$11.8M1.74%−3,000−4.8%Reduced
Principal Financial Group Inc56,696$11.1M0.01%−971−1.7%Reduced
Royce & Associates LP55,079$10.8M0.11%+14,100+34.4%Added
RWC Asset Management LLP53,447$10.5M0.33%00.0%Unchanged
Voya Investment Management LLC48,780$9.56M0.02%−10,576−17.8%Reduced
Assenagon Asset Management S.A.47,453$9.30M0.04%−747−1.5%Reduced
Nuveen Asset Management, LLC47,137$9.24M0.00%−3,864−7.6%Reduced
Invesco Ltd.45,915$9.00M0.00%+2,669+6.2%Added
Renaissance Technologies LLC42,655$8.36M0.01%+15,300+55.9%Added
Robotti Robert40,580$7.95M1.95%+120+0.3%Added
West Coast Financial LLC36,204$7.10M1.26%−125−0.3%Reduced
Ancora Advisors, LLC29,846$5.85M0.17%−443−1.5%Reduced
Osterweis Capital Management Inc27,660$5.42M0.41%+27,660New
Pacer Advisors, Inc.26,421$5.18M0.04%+26,421New
Legal & General Group Plc25,944$5.08M0.00%+877+3.5%Added
Cubist Systematic Strategies, LLC24,997$4.90M0.04%+16,333+188.5%Added
Teton Advisors, Inc.24,440$4.79M1.01%00.0%Unchanged
Crown Advisors Management, Inc.24,000$4.70M4.33%−6,000−20.0%Reduced
Rhumbline Advisers23,888$4.68M0.01%+150+0.6%Added
Envestnet Asset Management Inc22,254$4.36M0.00%−133−0.6%Reduced
Prudential Financial Inc21,853$4.28M0.01%−13,457−38.1%Reduced
UBS Group AG21,783$4.27M0.00%+20,240+1,311.7%Added
EULAV Asset Management20,800$4.08M0.17%00.0%Unchanged
SG Capital Management LLC20,625$4.04M2.68%−50,188−70.9%Reduced
Swiss National Bank20,500$4.02M0.00%+1,000+5.1%Added
Goldman Sachs Group Inc19,007$3.73M0.00%+1,133+6.3%Added
Gendell Jeffrey L18,306$3.59M0.42%+18,306New
Russell Investments Group, Ltd.17,229$3.38M0.01%−11,384−39.8%Reduced
Marshall Wace, LLP17,064$3.34M0.01%+17,064New
First Eagle Investment Management, LLC16,672$3.27M0.01%+7,610+84.0%Added
Cannell Capital LLC16,524$3.24M0.65%+16,524New
JPMorgan Chase & Co16,342$3.20M0.00%−8,437−34.0%Reduced
Public Sector Pension Investment Board15,776$3.09M0.03%−133−0.8%Reduced
Bank of America Corp15,771$3.09M0.00%−16,223−50.7%Reduced
Truist Financial Corp15,093$2.96M0.01%−3,849−20.3%Reduced
Raymond James & Associates14,192$2.78M0.00%+31+0.2%Added
Avalon Investment & Advisory13,413$2.63M0.07%−516−3.7%Reduced
Voloridge Investment Management, LLC13,389$2.62M0.01%+7,184+115.8%Added
First Trust Advisors LP12,995$2.55M0.00%+7,926+156.4%Added
Los Angeles Capital Management LLC12,020$2.36M0.01%00.0%Unchanged
Alliancebernstein L.P.11,734$2.30M0.00%−538−4.4%Reduced
Aviva PLC11,627$2.28M0.01%+1,531+15.2%Added
California State Teachers Retirement System11,338$2.22M0.00%+377+3.4%Added
Tudor Investment Corp Et Al10,999$2.16M0.06%+4,298+64.1%Added
BNP Paribas Arbitrage, SA10,699$2.10M0.00%+5,381+101.2%Added
Victory Capital Management Inc9,936$1.95M0.00%−316−3.1%Reduced
Barclays PLC9,883$1.94M0.00%−7,457−43.0%Reduced
Timelo Investment Management Inc.9,679$1.90M1.73%+8,000+476.5%Added
State of New Jersey Common Pension Fund D9,634$1.89M0.01%00.0%Unchanged
Comerica Bank8,128$1.86M0.02%−86−1.0%Reduced
Royal Bank of Canada9,366$1.84M0.00%−630−6.3%Reduced
ExodusPoint Capital Management, LP9,293$1.82M0.03%+7,129+329.4%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys8,692$1.70M0.02%−132−1.5%Reduced
Great West Life Assurance Co8,472$1.66M0.00%+1,070+14.5%Added
Thrivent Financial for Lutherans8,373$1.64M0.00%+1,436+20.7%Added
Citigroup Inc8,168$1.60M0.00%−3,917−32.4%Reduced
Citadel Advisors LLC7,806$1.53M0.00%−17,086−68.6%Reduced
Credit Suisse AG7,633$1.50M0.00%−669−8.1%Reduced
Brinker Capital Investments, LLC7,573$1.48M0.03%+4+0.1%Added
UBS Asset Management Americas Inc7,215$1.41M0.00%+1,379+23.6%Added
Yousif Capital Management, LLC7,216$1.41M0.02%−810−10.1%Reduced
TD Asset Management Inc7,194$1.41M0.00%00.0%Unchanged
Walthausen & Co., LLC6,926$1.36M0.61%−4,440−39.1%Reduced
Shaker Investments LLC6,748$1.32M0.84%+18+0.3%Added
New York State Common Retirement Fund6,602$1.29M0.00%+20.0%Added
Two Sigma Advisers, LP6,470$1.27M0.00%+2,500+63.0%Added
State of Alaska, Department of Revenue6,447$1.26M0.02%+510+8.6%Added
Texas Permanent School Fund6,160$1.21M0.02%+119+2.0%Added
AQR Capital Management LLC6,023$1.18M0.00%−849−12.4%Reduced
Prelude Capital Management, LLC5,860$1.15M0.06%+5,860New
State of Tennessee, Treasury Department5,630$1.10M0.01%+636+12.7%Added
SG Americas Securities, LLC5,505$1.08M0.01%−1,958−26.2%Reduced
Deutsche Bank AG5,472$1.07M0.00%−566−9.4%Reduced