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 2023
Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
- 254
- −3 vs. Q1 2023
- Shares held
- 8.35M
- +39.1K (+0.5%) vs. Q1 2023
- Total value
- $2.46B
- −$167.8M (−6.4%) vs. Q1 2023
- New holders
- 35
- 87 more added
- Sold out
- 38
- 100 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,320,455 | $389.5M | 0.01% | +4,023+0.3% | Added |
| Vanguard Group Inc | 842,678 | $248.6M | 0.01% | −21,435−2.5% | Reduced |
| Capital World Investors | 588,800 | $173.7M | 0.03% | +18,200+3.2% | Added |
| Wellington Management Group LLP | 406,980 | $120.1M | 0.02% | +119,717+41.7% | Added |
| Dimensional Fund Advisors LP | 406,039 | $119.8M | 0.04% | +6,936+1.7% | Added |
| Broad Bay Capital Management, LP | 357,886 | $105.6M | 14.22% | −2,114−0.6% | Reduced |
| State Street Corp | 334,238 | $98.6M | 0.01% | +10,653+3.3% | Added |
| GW&K Investment Management, LLC | 226,792 | $66.9M | 0.63% | −3,231−1.4% | Reduced |
| Invesco Ltd. | 192,703 | $56.8M | 0.01% | −9,239−4.6% | Reduced |
| Gamco Investors, Inc. Et Al | 189,527 | $55.9M | 0.59% | −21,577−10.2% | Reduced |
| Geode Capital Management, LLC | 183,789 | $54.2M | 0.01% | +6,219+3.5% | Added |
| American Century Companies Inc | 176,449 | $52.1M | 0.04% | +30,960+21.3% | Added |
| Boston Trust Walden Corp | 162,359 | $47.9M | 0.39% | −69,127−29.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 136,257 | $40.2M | 0.03% | −4,322−3.1% | Reduced |
| Bank of New York Mellon Corp | 126,542 | $37.3M | 0.01% | −10,607−7.7% | Reduced |
| Schroder Investment Management Group | 122,126 | $36.0M | 0.05% | −12,168−9.1% | Reduced |
| Price T Rowe Associates Inc | 109,577 | $32.3M | 0.00% | +4,318+4.1% | Added |
| Handelsbanken Fonder AB | 101,986 | $30.1M | 0.16% | −10,000−8.9% | Reduced |
| Gabelli Funds LLC | 99,500 | $29.4M | 0.22% | −6,500−6.1% | Reduced |
| Northern Trust Corp | 98,369 | $29.0M | 0.01% | +4,663+5.0% | Added |
| Charles Schwab Investment Management Inc | 93,023 | $27.4M | 0.01% | +254+0.3% | Added |
| Pacer Advisors, Inc. | 73,763 | $21.8M | 0.09% | +12,606+20.6% | Added |
| Neumeier Poma Investment Counsel LLC | 72,325 | $21.3M | 1.95% | −3,400−4.5% | Reduced |
| Norges Bank | 72,231 | $21.3M | 0.00% | −2,883−3.8% | Reduced |
| Fisher Asset Management, LLC | 69,350 | $20.5M | 0.01% | −617−0.9% | Reduced |
| Ashford Capital Management Inc | 64,660 | $19.1M | 2.67% | +3,480+5.7% | Added |
| Ameriprise Financial Inc | 63,587 | $18.8M | 0.01% | −5,494−8.0% | Reduced |
| Cannell Capital LLC | 63,332 | $18.7M | 3.73% | −5,066−7.4% | Reduced |
| Morgan Stanley | 56,404 | $16.6M | 0.00% | −3,758−6.2% | Reduced |
| Royce & Associates LP | 54,939 | $16.2M | 0.16% | −6,853−11.1% | Reduced |
| Kennedy Capital Management, Inc. | 54,872 | $16.2M | 0.38% | +1,613+3.0% | Added |
| Robotti Robert | 51,445 | $15.2M | 2.45% | −188−0.4% | Reduced |
| William Blair Investment Management, LLC | 50,851 | $15.0M | 0.05% | +7,247+16.6% | Added |
| Principal Financial Group Inc | 46,883 | $13.8M | 0.01% | −2,951−5.9% | Reduced |
| Voya Investment Management LLC | 37,466 | $11.1M | 0.01% | +33,376+816.0% | Added |
| Jacobs Levy Equity Management, Inc | 35,847 | $10.6M | 0.06% | +233+0.7% | Added |
| Millennium Management LLC | 35,210 | $10.4M | 0.01% | +26,197+290.7% | Added |
| FMR LLC | 34,235 | $10.1M | 0.00% | +2,473+7.8% | Added |
| Nuveen Asset Management, LLC | 33,343 | $9.84M | 0.00% | −15,673−32.0% | Reduced |
| Goldman Sachs Group Inc | 30,034 | $8.86M | 0.00% | +17,302+135.9% | Added |
| Osterweis Capital Management Inc | 25,736 | $7.59M | 0.50% | −498−1.9% | Reduced |
| Rhumbline Advisers | 25,293 | $7.46M | 0.01% | −532−2.1% | Reduced |
| Bank of America Corp | 24,535 | $7.24M | 0.00% | −9,384−27.7% | Reduced |
| Empowered Funds, LLC | 24,223 | $7.15M | 0.25% | +8,248+51.6% | Added |
| EA Series Trust | 24,223 | $7.15M | 0.25% | +24,223 | New |
| Legal & General Group Plc | 23,357 | $6.89M | 0.00% | −864−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 23,084 | $6.81M | 0.01% | +7,153+44.9% | Added |
| Handelsinvest Investeringsforvaltning | 23,000 | $6.79M | 1.34% | −20,000−46.5% | Reduced |
| Envestnet Asset Management Inc | 22,241 | $6.56M | 0.00% | −40,397−64.5% | Reduced |
| EULAV Asset Management | 20,800 | $6.14M | 0.23% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 19,717 | $5.82M | 0.00% | +4,576+30.2% | Added |
| Russell Investments Group, Ltd. | 19,379 | $5.72M | 0.01% | +2,205+12.8% | Added |
| Raymond James & Associates | 18,996 | $5.60M | 0.00% | +5,306+38.8% | Added |
| Renaissance Technologies LLC | 17,955 | $5.30M | 0.01% | −14,100−44.0% | Reduced |
| Cerity Partners LLC | 17,560 | $5.18M | 0.02% | +142+0.8% | Added |
| Robeco Schweiz AG | 17,500 | $5.16M | 0.08% | +3,504+25.0% | Added |
| CI Private Wealth, LLC | 17,137 | $5.06M | 0.01% | +17,137 | New |
| Panagora Asset Management Inc | 17,127 | $5.05M | 0.03% | −202−1.2% | Reduced |
| Swiss National Bank | 17,000 | $5.01M | 0.00% | −1,200−6.6% | Reduced |
| SG Capital Management LLC | 16,249 | $4.79M | 1.97% | −28,736−63.9% | Reduced |
| UBS Group AG | 16,150 | $4.76M | 0.00% | +2,091+14.9% | Added |
| Teton Advisors, Inc. | 16,140 | $4.76M | 1.33% | −1,400−8.0% | Reduced |
| Allianz Asset Management GmbH | 15,422 | $4.55M | 0.01% | −817−5.0% | Reduced |
| Truist Financial Corp | 15,089 | $4.45M | 0.01% | −85−0.6% | Reduced |
| Public Sector Pension Investment Board | 14,352 | $4.23M | 0.03% | +131+0.9% | Added |
| Credit Suisse AG | 13,888 | $4.10M | 0.00% | +3,938+39.6% | Added |
| Citigroup Inc | 13,456 | $3.97M | 0.01% | +3,411+34.0% | Added |
| SEI Investments Co | 12,536 | $3.70M | 0.01% | +674+5.7% | Added |
| Barclays PLC | 12,255 | $3.62M | 0.00% | +338+2.8% | Added |
| Putnam Investments LLC | 11,903 | $3.51M | 0.01% | +1,701+16.7% | Added |
| Prudential Financial Inc | 11,496 | $3.39M | 0.00% | +856+8.0% | Added |
| First Eagle Investment Management, LLC | 11,256 | $3.32M | 0.01% | −3,500−23.7% | Reduced |
| Ancora Advisors, LLC | 11,234 | $3.31M | 0.09% | +79+0.7% | Added |
| Los Angeles Capital Management LLC | 11,153 | $3.29M | 0.01% | +1,824+19.6% | Added |
| Clark Estates Inc | 11,000 | $3.25M | 0.55% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 10,478 | $3.09M | 0.00% | −320−3.0% | Reduced |
| Royal Bank of Canada | 10,311 | $3.04M | 0.00% | +104+1.0% | Added |
| AQR Capital Management LLC | 10,165 | $3.00M | 0.01% | +1,705+20.2% | Added |
| Man Group plc | 9,854 | $2.91M | 0.01% | – | – |
| California State Teachers Retirement System | 9,797 | $2.89M | 0.00% | −878−8.2% | Reduced |
| BNP Paribas Arbitrage, SA | 9,626 | $2.84M | 0.01% | +524+5.8% | Added |
| State of New Jersey Common Pension Fund D | 9,623 | $2.84M | 0.01% | +1,199+14.2% | Added |
| Advisory Research Inc | 9,181 | $2.71M | 0.35% | +4,506+96.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 9,140 | $2.70M | 0.02% | +579+6.8% | Added |
| Vident Investment Advisory, LLC | 9,027 | $2.66M | 0.09% | +191+2.2% | Added |
| Globeflex Capital L P | 8,681 | $2.56M | 0.29% | −304−3.4% | Reduced |
| Prelude Capital Management, LLC | 8,176 | $2.41M | 0.20% | +1,917+30.6% | Added |
| UBS Asset Management Americas Inc | 7,269 | $2.31M | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 7,790 | $2.30M | 0.27% | −103−1.3% | Reduced |
| Thrivent Financial for Lutherans | 7,735 | $2.28M | 0.01% | −278−3.5% | Reduced |
| Brinker Capital Investments, LLC | 7,473 | $2.20M | 0.02% | −534−6.7% | Reduced |
| Orion Portfolio Solutions, LLC | 7,473 | $2.20M | 0.02% | −534−6.7% | Reduced |
| Qube Research & Technologies Ltd | 7,268 | $2.14M | 0.01% | +6,225+596.8% | Added |
| Aviance Capital Partners, LLC | 7,233 | $2.13M | 0.45% | +749+11.6% | Added |
| Texas Permanent School Fund | 7,119 | $2.10M | 0.02% | −132−1.8% | Reduced |
| Great West Life Assurance Co | 7,102 | $2.10M | 0.00% | −627−8.1% | Reduced |
| Stratos Wealth Partners, LTD. | 6,464 | $1.91M | 0.04% | +1,585+32.5% | Added |
| Edgestream Partners, L.P. | 6,436 | $1.90M | 0.17% | +6,436 | New |
| Susquehanna Fundamental Investments, LLC | 6,419 | $1.89M | 0.07% | −1,500−18.9% | Reduced |
| First Trust Advisors LP | 6,107 | $1.80M | 0.00% | −7,834−56.2% | Reduced |