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, Q4 2022
Institutional positions in Cavco Industries, Inc. as of Dec 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
- 251
- +16 vs. Q3 2022
- Shares held
- 8.17M
- −194.1K (−2.3%) vs. Q3 2022
- Total value
- $1.85B
- +$127.3M (+7.4%) vs. Q3 2022
- New holders
- 39
- 85 more added
- Sold out
- 23
- 90 more reduced
5 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 360 | $4.74B |
| Q1 2026 | 346 | $3.80B |
| Q4 2025 | 354 | $4.60B |
| Q3 2025 | 325 | $4.56B |
| Q2 2025 | 315 | $3.29B |
| Q1 2025 | 334 | $3.98B |
| Q4 2024 | 299 | $3.43B |
| Q3 2024 | 293 | $3.32B |
| Q2 2024 | 272 | $2.71B |
| Q1 2024 | 263 | $3.22B |
| Q4 2023 | 259 | $2.77B |
| Q3 2023 | 255 | $2.20B |
| Q2 2023 | 254 | $2.46B |
| Q1 2023 | 260 | $2.64B |
| Q4 2022 | 251 | $1.85B |
| Q3 2022 | 240 | $1.73B |
| Q2 2022 | 224 | $1.64B |
| Q1 2022 | 226 | $2.04B |
| Q4 2021 | 221 | $2.70B |
| Q3 2021 | 188 | $2.02B |
| Q2 2021 | 187 | $1.89B |
| Q1 2021 | 189 | $1.91B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,369,256 | $309.8M | 0.01% | +26,544+2.0% | Added |
| Vanguard Group Inc | 848,004 | $191.9M | 0.01% | +26,978+3.3% | Added |
| Capital World Investors | 419,300 | $94.9M | 0.02% | +248,430+145.4% | Added |
| Dimensional Fund Advisors LP | 394,088 | $89.2M | 0.03% | +11,325+3.0% | Added |
| Broad Bay Capital Management, LP | 378,000 | $85.5M | 12.15% | +86,000+29.5% | Added |
| Wellington Management Group LLP | 333,631 | $75.5M | 0.02% | +81,283+32.2% | Added |
| State Street Corp | 306,949 | $69.4M | 0.00% | −6,436−2.1% | Reduced |
| Boston Trust Walden Corp | 248,266 | $56.2M | 0.49% | +1,246+0.5% | Added |
| GW&K Investment Management, LLC | 227,417 | $51.5M | 0.52% | −5,582−2.4% | Reduced |
| Gamco Investors, Inc. Et Al | 220,070 | $49.8M | 0.54% | −965−0.4% | Reduced |
| Geode Capital Management, LLC | 178,039 | $40.3M | 0.01% | +2,807+1.6% | Added |
| T. Rowe Price Investment Management, Inc. | 176,976 | $40.0M | 0.03% | −550,361−75.7% | Reduced |
| Bank of New York Mellon Corp | 142,967 | $32.3M | 0.01% | +13,345+10.3% | Added |
| Schroder Investment Management Group | 133,195 | $30.1M | 0.05% | −12,227−8.4% | Reduced |
| Price T Rowe Associates Inc | 114,000 | $25.8M | 0.00% | −34,929−23.5% | Reduced |
| Gabelli Funds LLC | 110,820 | $25.1M | 0.19% | +290+0.3% | Added |
| Handelsbanken Fonder AB | 101,286 | $22.9M | 0.14% | −22,500−18.2% | Reduced |
| Northern Trust Corp | 94,261 | $21.3M | 0.00% | +3,067+3.4% | Added |
| Charles Schwab Investment Management Inc | 91,284 | $20.7M | 0.01% | +4,253+4.9% | Added |
| Norges Bank | 86,610 | $19.6M | 0.00% | −4,101−4.5% | Reduced |
| Ashford Capital Management Inc | 79,160 | $17.9M | 2.78% | −310−0.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 74,860 | $16.9M | 1.57% | +6,120+8.9% | Added |
| Ameriprise Financial Inc | 74,529 | $16.9M | 0.01% | −2,493−3.2% | Reduced |
| Kennedy Capital Management, Inc. | 73,081 | $16.5M | 0.47% | −2,617−3.5% | Reduced |
| Fisher Asset Management, LLC | 70,328 | $15.9M | 0.01% | +9,077+14.8% | Added |
| Morgan Stanley | 66,765 | $15.1M | 0.00% | +1,562+2.4% | Added |
| Cannell Capital LLC | 61,685 | $14.0M | 2.81% | +11,602+23.2% | Added |
| Invesco Ltd. | 60,207 | $13.6M | 0.00% | +16,699+38.4% | Added |
| Royce & Associates LP | 59,213 | $13.4M | 0.14% | +1,500+2.6% | Added |
| Pacer Advisors, Inc. | 53,415 | $12.1M | 0.06% | +21,858+69.3% | Added |
| Principal Financial Group Inc | 52,265 | $11.8M | 0.01% | −289−0.5% | Reduced |
| Robotti Robert | 51,672 | $11.7M | 2.33% | −117−0.2% | Reduced |
| Nuveen Asset Management, LLC | 50,582 | $11.4M | 0.00% | +2,276+4.7% | Added |
| Assenagon Asset Management S.A. | 45,548 | $10.3M | 0.04% | −1,032−2.2% | Reduced |
| Marshall Wace, LLP | 45,220 | $10.2M | 0.03% | +35,530+366.7% | Added |
| Handelsinvest Investeringsforvaltning | 44,000 | $9.96M | 1.57% | −4,000−8.3% | Reduced |
| FMR LLC | 41,257 | $9.33M | 0.00% | −6,591−13.8% | Reduced |
| Osterweis Capital Management Inc | 35,525 | $8.04M | 0.58% | −1,265−3.4% | Reduced |
| Allianz Asset Management GmbH | 33,188 | $7.51M | 0.02% | +3,442+11.6% | Added |
| Jacobs Levy Equity Management, Inc | 29,811 | $6.74M | 0.05% | +9,841+49.3% | Added |
| Goldman Sachs Group Inc | 29,593 | $6.70M | 0.00% | −27,345−48.0% | Reduced |
| Voya Investment Management LLC | 25,946 | $5.87M | 0.01% | −9,368−26.5% | Reduced |
| Rhumbline Advisers | 25,140 | $5.69M | 0.01% | +471+1.9% | Added |
| Legal & General Group Plc | 24,886 | $5.63M | 0.00% | +569+2.3% | Added |
| Renaissance Technologies LLC | 23,755 | $5.38M | 0.01% | −19,000−44.4% | Reduced |
| Envestnet Asset Management Inc | 23,602 | $5.34M | 0.00% | +348+1.5% | Added |
| American Century Companies Inc | 21,854 | $4.94M | 0.00% | +19,587+864.0% | Added |
| Tudor Investment Corp Et Al | 21,644 | $4.90M | 0.12% | +2,498+13.0% | Added |
| EULAV Asset Management | 20,800 | $4.71M | 0.20% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 20,440 | $4.62M | 1.19% | −3,300−13.9% | Reduced |
| Swiss National Bank | 20,400 | $4.62M | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 19,307 | $4.37M | 0.29% | +19,307 | New |
| First Eagle Investment Management, LLC | 18,856 | $4.27M | 0.01% | +3,264+20.9% | Added |
| Citadel Advisors LLC | 18,584 | $4.20M | 0.00% | −1,790−8.8% | Reduced |
| Bank of America Corp | 18,314 | $4.14M | 0.00% | +7,897+75.8% | Added |
| Avalon Investment & Advisory | 18,256 | $4.13M | 0.12% | −628−3.3% | Reduced |
| Crown Advisors Management, Inc. | 18,000 | $4.07M | 3.71% | −6,000−25.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 16,470 | $3.73M | 0.01% | +636+4.0% | Added |
| Russell Investments Group, Ltd. | 16,373 | $3.70M | 0.01% | +1,327+8.8% | Added |
| Qube Research & Technologies Ltd | 15,595 | $3.53M | 0.02% | +4,124+36.0% | Added |
| Truist Financial Corp | 15,153 | $3.43M | 0.01% | +48+0.3% | Added |
| Public Sector Pension Investment Board | 15,073 | $3.41M | 0.03% | −90−0.6% | Reduced |
| Ancora Advisors, LLC | 14,205 | $3.21M | 0.09% | −3,182−18.3% | Reduced |
| Robeco Schweiz AG | 13,996 | $3.17M | 0.06% | +13,996 | New |
| Raymond James & Associates | 13,844 | $3.13M | 0.00% | −222−1.6% | Reduced |
| JPMorgan Chase & Co | 13,770 | $3.12M | 0.00% | +994+7.8% | Added |
| First Trust Advisors LP | 13,574 | $3.07M | 0.00% | +340+2.6% | Added |
| Gendell Jeffrey L | 13,306 | $3.01M | 0.27% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 12,468 | $2.82M | 0.02% | +1,735+16.2% | Added |
| Gibson Wealth Advisors LLC | 12,600 | $2.80M | 0.05% | +12,400+6,200.0% | Added |
| Alliancebernstein L.P. | 12,021 | $2.72M | 0.00% | +9+0.1% | Added |
| Royal Bank of Canada | 11,652 | $2.64M | 0.00% | +1,758+17.8% | Added |
| Barclays PLC | 11,646 | $2.63M | 0.00% | +2,784+31.4% | Added |
| UBS Group AG | 11,184 | $2.53M | 0.00% | −20,933−65.2% | Reduced |
| Prudential Financial Inc | 11,069 | $2.50M | 0.00% | −90−0.8% | Reduced |
| California State Teachers Retirement System | 10,909 | $2.47M | 0.00% | −8−0.1% | Reduced |
| M&G Investment Management Ltd | 10,735 | $2.43M | 0.02% | +4,915+84.5% | Added |
| State of New Jersey Common Pension Fund D | 10,617 | $2.40M | 0.01% | +983+10.2% | Added |
| Citigroup Inc | 10,539 | $2.38M | 0.00% | +2,010+23.6% | Added |
| Jane Street Group, LLC | 10,362 | $2.34M | 0.00% | +4,552+78.3% | Added |
| Los Angeles Capital Management LLC | 10,228 | $2.31M | 0.01% | −2,486−19.6% | Reduced |
| Credit Suisse AG | 9,325 | $2.11M | 0.00% | −194−2.0% | Reduced |
| Globeflex Capital L P | 8,989 | $2.03M | 0.26% | −426−4.5% | Reduced |
| BNP Paribas Arbitrage, SA | 8,963 | $2.03M | 0.01% | −2,957−24.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,867 | $2.01M | 0.02% | +1,330+17.6% | Added |
| Millennium Management LLC | 8,680 | $1.96M | 0.00% | −72,635−89.3% | Reduced |
| Thrivent Financial for Lutherans | 8,499 | $1.92M | 0.00% | −52−0.6% | Reduced |
| Great West Life Assurance Co | 8,448 | $1.91M | 0.01% | −1,054−11.1% | Reduced |
| Brinker Capital Investments, LLC | 8,191 | $1.85M | 0.04% | +402+5.2% | Added |
| State of Tennessee, Treasury Department | 8,005 | $1.81M | 0.01% | +1,316+19.7% | Added |
| Marks Group Wealth Management, Inc | 8,000 | $1.81M | 0.25% | +121+1.5% | Added |
| Susquehanna Fundamental Investments, LLC | 7,919 | $1.79M | 0.03% | +6,419+427.9% | Added |
| SG Capital Management LLC | 7,556 | $1.71M | 1.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 6,736 | $1.52M | 0.00% | −989−12.8% | Reduced |
| Two Sigma Advisers, LP | 6,670 | $1.51M | 0.00% | +700+11.7% | Added |
| New York State Common Retirement Fund | 6,633 | $1.50M | 0.00% | −31−0.5% | Reduced |
| Comerica Bank | 5,683 | $1.49M | 0.01% | −1,593−21.9% | Reduced |
| Gotham Asset Management, LLC | 6,512 | $1.47M | 0.04% | +845+14.9% | Added |
| Jump Financial, LLC | 6,400 | $1.45M | 0.08% | −8−0.1% | Reduced |
| Putnam Investments LLC | 5,901 | $1.34M | 0.00% | +5,901 | New |