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 |
|---|---|---|---|---|---|
| UBS Group AG | 14,059 | $4.47M | 0.00% | +2,875+25.7% | Added |
| Public Sector Pension Investment Board | 14,221 | $4.52M | 0.03% | −852−5.7% | Reduced |
| First Eagle Investment Management, LLC | 14,756 | $4.69M | 0.01% | −4,100−21.7% | Reduced |
| JPMorgan Chase & Co | 15,141 | $4.81M | 0.00% | +1,371+10.0% | Added |
| Truist Financial Corp | 15,174 | $4.82M | 0.01% | +21+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 15,931 | $5.06M | 0.01% | −539−3.3% | Reduced |
| Empowered Funds, LLC | 15,975 | $5.08M | 0.30% | −3,332−17.3% | Reduced |
| Allianz Asset Management GmbH | 16,239 | $5.16M | 0.01% | −16,949−51.1% | Reduced |
| Russell Investments Group, Ltd. | 17,174 | $5.46M | 0.01% | +801+4.9% | Added |
| Panagora Asset Management Inc | 17,329 | $5.51M | 0.03% | +17,329 | New |
| Teton Advisors, Inc. | 17,540 | $5.57M | 1.48% | −2,900−14.2% | Reduced |
| Avalon Investment & Advisory | 18,198 | $5.78M | 0.16% | −58−0.3% | Reduced |
| Swiss National Bank | 18,200 | $5.78M | 0.00% | −2,200−10.8% | Reduced |
| EULAV Asset Management | 20,800 | $6.61M | 0.26% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,418 | $6.66M | 0.03% | +17,418 | New |
| Envestnet Asset Management Inc | 62,638 | $7.18M | 0.00% | +39,036+165.4% | Added |
| Legal & General Group Plc | 24,221 | $7.70M | 0.00% | −665−2.7% | Reduced |
| Rhumbline Advisers | 25,825 | $8.21M | 0.01% | +685+2.7% | Added |
| Osterweis Capital Management Inc | 26,234 | $8.34M | 0.57% | −9,291−26.2% | Reduced |
| FMR LLC | 31,762 | $10.1M | 0.00% | −9,495−23.0% | Reduced |
| Renaissance Technologies LLC | 32,055 | $10.2M | 0.01% | +8,300+34.9% | Added |
| Bank of America Corp | 33,919 | $10.8M | 0.00% | +15,605+85.2% | Added |
| Jacobs Levy Equity Management, Inc | 35,614 | $11.3M | 0.07% | +5,803+19.5% | Added |
| Handelsinvest Investeringsforvaltning | 43,000 | $13.7M | 2.18% | −1,000−2.3% | Reduced |
| William Blair Investment Management, LLC | 43,604 | $13.9M | 0.05% | +43,604 | New |
| SG Capital Management LLC | 44,985 | $14.3M | 5.19% | +37,429+495.4% | Added |
| Nuveen Asset Management, LLC | 49,016 | $15.6M | 0.01% | −1,566−3.1% | Reduced |
| Principal Financial Group Inc | 49,834 | $15.8M | 0.01% | −2,431−4.7% | Reduced |
| Robotti Robert | 51,633 | $16.4M | 2.89% | −39−0.1% | Reduced |
| Kennedy Capital Management, Inc. | 53,259 | $16.9M | 0.50% | −19,822−27.1% | Reduced |
| Morgan Stanley | 60,162 | $19.1M | 0.00% | −6,603−9.9% | Reduced |
| Pacer Advisors, Inc. | 61,157 | $19.4M | 0.08% | +7,742+14.5% | Added |
| Ashford Capital Management Inc | 61,180 | $19.4M | 2.91% | −17,980−22.7% | Reduced |
| Royce & Associates LP | 61,792 | $19.6M | 0.20% | +2,579+4.4% | Added |
| Cannell Capital LLC | 68,398 | $21.7M | 4.20% | +6,713+10.9% | Added |
| Ameriprise Financial Inc | 69,081 | $21.9M | 0.01% | −5,448−7.3% | Reduced |
| Fisher Asset Management, LLC | 69,967 | $22.2M | 0.01% | −361−0.5% | Reduced |
| Norges Bank | 75,114 | $23.9M | 0.01% | −11,496−13.3% | Reduced |
| Neumeier Poma Investment Counsel LLC | 75,725 | $24.1M | 2.24% | +865+1.2% | Added |
| Charles Schwab Investment Management Inc | 92,769 | $29.5M | 0.01% | +1,485+1.6% | Added |
| Northern Trust Corp | 93,706 | $29.8M | 0.01% | −555−0.6% | Reduced |
| Price T Rowe Associates Inc | 105,259 | $33.4M | 0.01% | −8,741−7.7% | Reduced |
| Gabelli Funds LLC | 106,000 | $33.7M | 0.26% | −4,820−4.3% | Reduced |
| Handelsbanken Fonder AB | 111,986 | $35.6M | 0.21% | +10,700+10.6% | Added |
| Schroder Investment Management Group | 134,294 | $42.7M | 0.06% | +1,099+0.8% | Added |
| Bank of New York Mellon Corp | 137,149 | $43.6M | 0.01% | −5,818−4.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 140,579 | $44.7M | 0.03% | −36,397−20.6% | Reduced |
| American Century Companies Inc | 145,489 | $46.2M | 0.04% | +123,635+565.7% | Added |
| Geode Capital Management, LLC | 177,570 | $56.4M | 0.01% | −469−0.3% | Reduced |
| Invesco Ltd. | 201,942 | $64.2M | 0.02% | +141,735+235.4% | Added |
| Gamco Investors, Inc. Et Al | 211,104 | $67.1M | 0.72% | −8,966−4.1% | Reduced |
| GW&K Investment Management, LLC | 230,023 | $73.1M | 0.71% | +2,606+1.1% | Added |
| Boston Trust Walden Corp | 231,486 | $73.6M | 0.63% | −16,780−6.8% | Reduced |
| Wellington Management Group LLP | 287,263 | $91.3M | 0.02% | −46,368−13.9% | Reduced |
| State Street Corp | 323,585 | $102.8M | 0.01% | +16,636+5.4% | Added |
| Broad Bay Capital Management, LP | 360,000 | $114.4M | 15.67% | −18,000−4.8% | Reduced |
| Dimensional Fund Advisors LP | 399,103 | $126.8M | 0.04% | +5,015+1.3% | Added |
| Capital World Investors | 570,600 | $181.3M | 0.04% | +151,300+36.1% | Added |
| Vanguard Group Inc | 864,113 | $274.6M | 0.01% | +16,109+1.9% | Added |
| BlackRock Inc. | 1,316,432 | $418.3M | 0.01% | −52,824−3.9% | Reduced |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −45,548−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −45,220−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −21,644−100.0% | Sold out |
| Gendell Jeffrey L | 0 | $0 | 0.00% | −13,306−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −12,468−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,362−100.0% | Sold out |
| Roumell Asset Management, LLC | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,891−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,127−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,687−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,476−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,373−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Kula Investments, LLC | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Gibson Wealth Advisors LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |