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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 2022

Institutional positions in Cavco Industries, Inc. as of Sep 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
240
+18 vs. Q2 2022
Shares held
8.40M
+43.1K (+0.5%) vs. Q2 2022
Total value
$1.73B
+$89.5M (+5.5%) vs. Q2 2022
New holders
38
81 more added
Sold out
20
90 more reduced

2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 240 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 2022: $1.73B
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 2022

Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2022.

Institutions holding CVCO in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.1,342,712$276.3M0.01%−16,019−1.2%Reduced
Vanguard Group Inc821,026$168.9M0.00%−8,417−1.0%Reduced
T. Rowe Price Investment Management, Inc.727,337$149.7M0.12%+727,337New
Dimensional Fund Advisors LP382,763$78.8M0.03%+5,731+1.5%Added
State Street Corp313,385$64.5M0.00%−5,992−1.9%Reduced
Broad Bay Capital Management, LP292,000$60.1M10.59%+24,000+9.0%Added
Wellington Management Group LLP252,348$51.9M0.01%−58,413−18.8%Reduced
Boston Trust Walden Corp247,020$50.8M0.50%+3,315+1.4%Added
GW&K Investment Management, LLC232,999$47.9M0.53%+21,723+10.3%Added
Gamco Investors, Inc. Et Al221,035$45.5M0.54%−3,860−1.7%Reduced
Geode Capital Management, LLC175,232$36.1M0.01%−1,483−0.8%Reduced
Capital World Investors170,870$35.2M0.01%00.0%Unchanged
Price T Rowe Associates Inc148,929$30.6M0.01%−729,545−83.0%Reduced
Schroder Investment Management Group145,422$29.9M0.05%+7,550+5.5%Added
Bank of New York Mellon Corp129,622$26.7M0.01%−17,348−11.8%Reduced
Handelsbanken Fonder AB123,786$25.5M0.17%−26,800−17.8%Reduced
Gabelli Funds LLC110,530$22.7M0.19%−1,470−1.3%Reduced
Northern Trust Corp91,194$18.8M0.00%−2,535−2.7%Reduced
Norges Bank90,711$18.7M0.00%+2,378+2.7%Added
Charles Schwab Investment Management Inc87,031$17.9M0.01%+635+0.7%Added
Millennium Management LLC81,315$16.7M0.02%−22,015−21.3%Reduced
Ashford Capital Management Inc79,470$16.4M2.49%−17,936−18.4%Reduced
Ameriprise Financial Inc77,022$15.8M0.01%+157+0.2%Added
Kennedy Capital Management, Inc.75,698$15.6M0.46%−20,252−21.1%Reduced
Neumeier Poma Investment Counsel LLC68,740$14.1M1.40%+6,690+10.8%Added
Morgan Stanley65,203$13.4M0.00%+90.0%Added
Man Group plc64,545$13.3M0.06%––
Fisher Asset Management, LLC61,251$12.6M0.01%−3,098−4.8%Reduced
Royce & Associates LP57,713$11.9M0.13%+2,634+4.8%Added
Goldman Sachs Group Inc56,938$11.7M0.00%+37,931+199.6%Added
Principal Financial Group Inc52,554$10.8M0.01%−4,142−7.3%Reduced
Robotti Robert51,789$10.7M2.53%+11,209+27.6%Added
Cannell Capital LLC50,083$10.3M2.36%+33,559+203.1%Added
Nuveen Asset Management, LLC48,306$9.94M0.00%+1,169+2.5%Added
Handelsinvest Investeringsforvaltning48,000$9.88M1.55%−12,000−20.0%Reduced
FMR LLC47,848$9.85M0.00%−14,668−23.5%Reduced
Assenagon Asset Management S.A.46,580$9.58M0.04%−873−1.8%Reduced
Invesco Ltd.43,508$8.95M0.00%−2,407−5.2%Reduced
Renaissance Technologies LLC42,755$8.80M0.01%+100+0.2%Added
West Coast Financial LLC36,914$7.59M1.40%+710+2.0%Added
Osterweis Capital Management Inc36,790$7.57M0.57%+9,130+33.0%Added
Voya Investment Management LLC35,314$7.27M0.01%−13,466−27.6%Reduced
UBS Group AG32,117$6.61M0.00%+10,334+47.4%Added
Pacer Advisors, Inc.31,557$6.49M0.05%+5,136+19.4%Added
Allianz Asset Management GmbH29,746$6.12M0.01%+29,746New
Capital Growth Management LP28,000$5.76M0.76%+28,000New
Rhumbline Advisers24,669$5.08M0.01%+781+3.3%Added
Legal & General Group Plc24,317$5.00M0.00%−1,627−6.3%Reduced
Crown Advisors Management, Inc.24,000$4.94M4.90%00.0%Unchanged
Teton Advisors, Inc.23,740$4.88M1.18%−700−2.9%Reduced
Envestnet Asset Management Inc23,254$4.79M0.00%+1,000+4.5%Added
EULAV Asset Management20,800$4.28M0.19%00.0%Unchanged
Swiss National Bank20,400$4.20M0.00%−100−0.5%Reduced
Citadel Advisors LLC20,374$4.19M0.01%+12,568+161.0%Added
Jacobs Levy Equity Management, Inc19,970$4.11M0.03%+19,970New
Tudor Investment Corp Et Al19,146$3.94M0.10%+8,147+74.1%Added
Avalon Investment & Advisory18,884$3.89M0.12%+5,471+40.8%Added
Ancora Advisors, LLC17,387$3.58M0.11%−12,459−41.7%Reduced
Allspring Global Investments Holdings, LLC15,834$3.26M0.01%+15,595+6,525.1%Added
First Eagle Investment Management, LLC15,592$3.21M0.01%−1,080−6.5%Reduced
Public Sector Pension Investment Board15,163$3.12M0.03%−613−3.9%Reduced
Truist Financial Corp15,105$3.11M0.01%+12+0.1%Added
Russell Investments Group, Ltd.15,046$3.09M0.01%−2,183−12.7%Reduced
Raymond James & Associates14,066$2.89M0.00%−126−0.9%Reduced
Gendell Jeffrey L13,306$2.74M0.36%−5,000−27.3%Reduced
First Trust Advisors LP13,234$2.72M0.00%+239+1.8%Added
JPMorgan Chase & Co12,776$2.63M0.00%−3,566−21.8%Reduced
Los Angeles Capital Management LLC12,714$2.62M0.01%+694+5.8%Added
Alliancebernstein L.P.12,012$2.47M0.00%+278+2.4%Added
BNP Paribas Arbitrage, SA11,920$2.45M0.01%+1,221+11.4%Added
Teacher Retirement System of Texas11,516$2.37M0.02%+10,118+723.7%Added
Qube Research & Technologies Ltd11,471$2.36M0.02%+9,533+491.9%Added
Prudential Financial Inc11,159$2.30M0.00%−10,694−48.9%Reduced
California State Teachers Retirement System10,917$2.25M0.00%−421−3.7%Reduced
Cubist Systematic Strategies, LLC10,733$2.21M0.02%−14,264−57.1%Reduced
Prelude Capital Management, LLC10,501$2.16M0.11%+4,641+79.2%Added
Victory Capital Management Inc10,461$2.15M0.00%+525+5.3%Added
Bank of America Corp10,417$2.14M0.00%−5,354−33.9%Reduced
Royal Bank of Canada9,894$2.04M0.00%+528+5.6%Added
Marshall Wace, LLP9,690$1.99M0.01%−7,374−43.2%Reduced
TD Asset Management Inc9,564$1.99M0.00%+2,370+32.9%Added
State of New Jersey Common Pension Fund D9,634$1.98M0.01%00.0%Unchanged
Credit Suisse AG9,519$1.96M0.00%+1,886+24.7%Added
Great West Life Assurance Co9,502$1.96M0.01%+1,030+12.2%Added
Globeflex Capital L P9,415$1.94M0.33%+9,415New
Barclays PLC8,862$1.82M0.00%−1,021−10.3%Reduced
Thrivent Financial for Lutherans8,551$1.76M0.00%+178+2.1%Added
Citigroup Inc8,529$1.75M0.00%+361+4.4%Added
Shaker Investments LLC8,074$1.66M1.11%+1,326+19.7%Added
Marks Group Wealth Management, Inc7,879$1.62M0.25%+3,466+78.5%Added
Brinker Capital Investments, LLC7,789$1.60M0.03%+216+2.9%Added
UBS Asset Management Americas Inc7,725$1.59M0.00%+510+7.1%Added
Comerica Bank7,276$1.58M0.01%−852−10.5%Reduced
SG Capital Management LLC7,556$1.55M0.76%−13,069−63.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys7,537$1.55M0.02%−1,155−13.3%Reduced
Aviva PLC6,949$1.43M0.01%−4,678−40.2%Reduced
Yousif Capital Management, LLC6,932$1.43M0.02%−284−3.9%Reduced
Walthausen & Co., LLC6,876$1.42M1.18%−50−0.7%Reduced
State of Tennessee, Treasury Department6,689$1.38M0.01%+1,059+18.8%Added
New York State Common Retirement Fund6,664$1.37M0.00%+62+0.9%Added