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 2023
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2023. 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
- 260
- +12 vs. Q4 2022
- Shares held
- 8.33M
- +180.0K (+2.2%) vs. Q4 2022
- Total value
- $2.64B
- +$792.2M (+43.0%) vs. Q4 2022
- New holders
- 47
- 76 more added
- Sold out
- 35
- 103 more reduced
3 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,316,432 | $418.3M | 0.01% | −52,824−3.9% | Reduced |
| Vanguard Group Inc | 864,113 | $274.6M | 0.01% | +16,109+1.9% | Added |
| Capital World Investors | 570,600 | $181.3M | 0.04% | +151,300+36.1% | Added |
| Dimensional Fund Advisors LP | 399,103 | $126.8M | 0.04% | +5,015+1.3% | Added |
| Broad Bay Capital Management, LP | 360,000 | $114.4M | 15.67% | −18,000−4.8% | Reduced |
| State Street Corp | 323,585 | $102.8M | 0.01% | +16,636+5.4% | Added |
| Wellington Management Group LLP | 287,263 | $91.3M | 0.02% | −46,368−13.9% | Reduced |
| Boston Trust Walden Corp | 231,486 | $73.6M | 0.63% | −16,780−6.8% | Reduced |
| GW&K Investment Management, LLC | 230,023 | $73.1M | 0.71% | +2,606+1.1% | Added |
| Gamco Investors, Inc. Et Al | 211,104 | $67.1M | 0.72% | −8,966−4.1% | Reduced |
| Invesco Ltd. | 201,942 | $64.2M | 0.02% | +141,735+235.4% | Added |
| Geode Capital Management, LLC | 177,570 | $56.4M | 0.01% | −469−0.3% | Reduced |
| American Century Companies Inc | 145,489 | $46.2M | 0.04% | +123,635+565.7% | Added |
| T. Rowe Price Investment Management, Inc. | 140,579 | $44.7M | 0.03% | −36,397−20.6% | Reduced |
| Bank of New York Mellon Corp | 137,149 | $43.6M | 0.01% | −5,818−4.1% | Reduced |
| Schroder Investment Management Group | 134,294 | $42.7M | 0.06% | +1,099+0.8% | Added |
| Handelsbanken Fonder AB | 111,986 | $35.6M | 0.21% | +10,700+10.6% | Added |
| Gabelli Funds LLC | 106,000 | $33.7M | 0.26% | −4,820−4.3% | Reduced |
| Price T Rowe Associates Inc | 105,259 | $33.4M | 0.01% | −8,741−7.7% | Reduced |
| Northern Trust Corp | 93,706 | $29.8M | 0.01% | −555−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 92,769 | $29.5M | 0.01% | +1,485+1.6% | Added |
| Neumeier Poma Investment Counsel LLC | 75,725 | $24.1M | 2.24% | +865+1.2% | Added |
| Norges Bank | 75,114 | $23.9M | 0.01% | −11,496−13.3% | Reduced |
| Fisher Asset Management, LLC | 69,967 | $22.2M | 0.01% | −361−0.5% | Reduced |
| Ameriprise Financial Inc | 69,081 | $21.9M | 0.01% | −5,448−7.3% | Reduced |
| Cannell Capital LLC | 68,398 | $21.7M | 4.20% | +6,713+10.9% | Added |
| Royce & Associates LP | 61,792 | $19.6M | 0.20% | +2,579+4.4% | Added |
| Ashford Capital Management Inc | 61,180 | $19.4M | 2.91% | −17,980−22.7% | Reduced |
| Pacer Advisors, Inc. | 61,157 | $19.4M | 0.08% | +7,742+14.5% | Added |
| Morgan Stanley | 60,162 | $19.1M | 0.00% | −6,603−9.9% | Reduced |
| Kennedy Capital Management, Inc. | 53,259 | $16.9M | 0.50% | −19,822−27.1% | Reduced |
| Robotti Robert | 51,633 | $16.4M | 2.89% | −39−0.1% | Reduced |
| Principal Financial Group Inc | 49,834 | $15.8M | 0.01% | −2,431−4.7% | Reduced |
| Nuveen Asset Management, LLC | 49,016 | $15.6M | 0.01% | −1,566−3.1% | Reduced |
| SG Capital Management LLC | 44,985 | $14.3M | 5.19% | +37,429+495.4% | Added |
| William Blair Investment Management, LLC | 43,604 | $13.9M | 0.05% | +43,604 | New |
| Handelsinvest Investeringsforvaltning | 43,000 | $13.7M | 2.18% | −1,000−2.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 35,614 | $11.3M | 0.07% | +5,803+19.5% | Added |
| Bank of America Corp | 33,919 | $10.8M | 0.00% | +15,605+85.2% | Added |
| Renaissance Technologies LLC | 32,055 | $10.2M | 0.01% | +8,300+34.9% | Added |
| FMR LLC | 31,762 | $10.1M | 0.00% | −9,495−23.0% | Reduced |
| Osterweis Capital Management Inc | 26,234 | $8.34M | 0.57% | −9,291−26.2% | Reduced |
| Rhumbline Advisers | 25,825 | $8.21M | 0.01% | +685+2.7% | Added |
| Legal & General Group Plc | 24,221 | $7.70M | 0.00% | −665−2.7% | Reduced |
| Envestnet Asset Management Inc | 62,638 | $7.18M | 0.00% | +39,036+165.4% | Added |
| Cerity Partners LLC | 17,418 | $6.66M | 0.03% | +17,418 | New |
| EULAV Asset Management | 20,800 | $6.61M | 0.26% | 00.0% | Unchanged |
| Swiss National Bank | 18,200 | $5.78M | 0.00% | −2,200−10.8% | Reduced |
| Avalon Investment & Advisory | 18,198 | $5.78M | 0.16% | −58−0.3% | Reduced |
| Teton Advisors, Inc. | 17,540 | $5.57M | 1.48% | −2,900−14.2% | Reduced |
| Panagora Asset Management Inc | 17,329 | $5.51M | 0.03% | +17,329 | New |
| Russell Investments Group, Ltd. | 17,174 | $5.46M | 0.01% | +801+4.9% | Added |
| Allianz Asset Management GmbH | 16,239 | $5.16M | 0.01% | −16,949−51.1% | Reduced |
| Empowered Funds, LLC | 15,975 | $5.08M | 0.30% | −3,332−17.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,931 | $5.06M | 0.01% | −539−3.3% | Reduced |
| Truist Financial Corp | 15,174 | $4.82M | 0.01% | +21+0.1% | Added |
| JPMorgan Chase & Co | 15,141 | $4.81M | 0.00% | +1,371+10.0% | Added |
| First Eagle Investment Management, LLC | 14,756 | $4.69M | 0.01% | −4,100−21.7% | Reduced |
| Public Sector Pension Investment Board | 14,221 | $4.52M | 0.03% | −852−5.7% | Reduced |
| UBS Group AG | 14,059 | $4.47M | 0.00% | +2,875+25.7% | Added |
| Robeco Schweiz AG | 13,996 | $4.45M | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 13,941 | $4.43M | 0.01% | +367+2.7% | Added |
| Raymond James & Associates | 13,690 | $4.35M | 0.00% | −154−1.1% | Reduced |
| Crown Advisors Management, Inc. | 13,000 | $4.13M | 3.08% | −5,000−27.8% | Reduced |
| Citadel Advisors LLC | 12,824 | $4.07M | 0.00% | −5,760−31.0% | Reduced |
| Goldman Sachs Group Inc | 12,732 | $4.05M | 0.00% | −16,861−57.0% | Reduced |
| Barclays PLC | 11,917 | $3.79M | 0.00% | +271+2.3% | Added |
| SEI Investments Co | 11,862 | $3.77M | 0.01% | +10,244+633.1% | Added |
| Deutsche Bank AG | 11,429 | $3.63M | 0.00% | +6,071+113.3% | Added |
| Ancora Advisors, LLC | 11,155 | $3.54M | 0.10% | −3,050−21.5% | Reduced |
| Clark Estates Inc | 11,000 | $3.50M | 0.69% | +11,000 | New |
| Alliancebernstein L.P. | 10,798 | $3.43M | 0.00% | −1,223−10.2% | Reduced |
| California State Teachers Retirement System | 10,675 | $3.39M | 0.01% | −234−2.1% | Reduced |
| Prudential Financial Inc | 10,640 | $3.38M | 0.01% | −429−3.9% | Reduced |
| SG Americas Securities, LLC | 10,550 | $3.35M | 0.05% | +8,372+384.4% | Added |
| Royal Bank of Canada | 10,207 | $3.24M | 0.00% | −1,445−12.4% | Reduced |
| Putnam Investments LLC | 10,202 | $3.24M | 0.01% | +4,301+72.9% | Added |
| Citigroup Inc | 10,045 | $3.19M | 0.00% | −494−4.7% | Reduced |
| Credit Suisse AG | 9,950 | $3.16M | 0.00% | +625+6.7% | Added |
| Los Angeles Capital Management LLC | 9,329 | $2.96M | 0.01% | −899−8.8% | Reduced |
| BNP Paribas Arbitrage, SA | 9,102 | $2.89M | 0.01% | +139+1.6% | Added |
| Millennium Management LLC | 9,013 | $2.86M | 0.00% | +333+3.8% | Added |
| Globeflex Capital L P | 8,985 | $2.85M | 0.35% | −40.0% | Reduced |
| Vident Investment Advisory, LLC | 8,836 | $2.81M | 0.09% | +5,233+145.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 8,561 | $2.72M | 0.02% | −306−3.5% | Reduced |
| AQR Capital Management LLC | 8,460 | $2.69M | 0.01% | +3,462+69.3% | Added |
| State of New Jersey Common Pension Fund D | 8,424 | $2.68M | 0.01% | −2,193−20.7% | Reduced |
| Thrivent Financial for Lutherans | 8,013 | $2.55M | 0.01% | −486−5.7% | Reduced |
| Brinker Capital Investments, LLC | 8,007 | $2.54M | 0.03% | −184−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 8,007 | $2.54M | 0.03% | +8,007 | New |
| Susquehanna Fundamental Investments, LLC | 7,919 | $2.52M | 0.06% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 7,893 | $2.51M | 0.32% | −107−1.3% | Reduced |
| Great West Life Assurance Co | 7,729 | $2.45M | 0.01% | −719−8.5% | Reduced |
| UBS Asset Management Americas Inc | 7,269 | $2.31M | 0.00% | +533+7.9% | Added |
| Texas Permanent School Fund | 7,251 | $2.30M | 0.02% | +1,681+30.2% | Added |
| State of Tennessee, Treasury Department | 6,918 | $2.20M | 0.01% | −1,087−13.6% | Reduced |
| Aviance Capital Partners, LLC | 6,484 | $2.06M | 0.46% | +6,484 | New |
| Gotham Asset Management, LLC | 6,266 | $1.99M | 0.05% | −246−3.8% | Reduced |
| Prelude Capital Management, LLC | 6,259 | $1.99M | 0.14% | +370+6.3% | Added |
| Virginia Retirement Systems Et Al | 6,000 | $1.91M | 0.02% | +1,800+42.9% | Added |