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 |
|---|---|---|---|---|---|
| Renaissance Technologies LLC | 17,955 | $5.30M | 0.01% | −14,100−44.0% | Reduced |
| Raymond James & Associates | 18,996 | $5.60M | 0.00% | +5,306+38.8% | Added |
| Russell Investments Group, Ltd. | 19,379 | $5.72M | 0.01% | +2,205+12.8% | Added |
| JPMorgan Chase & Co | 19,717 | $5.82M | 0.00% | +4,576+30.2% | Added |
| EULAV Asset Management | 20,800 | $6.14M | 0.23% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,241 | $6.56M | 0.00% | −40,397−64.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 23,000 | $6.79M | 1.34% | −20,000−46.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 23,084 | $6.81M | 0.01% | +7,153+44.9% | Added |
| Legal & General Group Plc | 23,357 | $6.89M | 0.00% | −864−3.6% | 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 |
| Bank of America Corp | 24,535 | $7.24M | 0.00% | −9,384−27.7% | Reduced |
| Rhumbline Advisers | 25,293 | $7.46M | 0.01% | −532−2.1% | Reduced |
| Osterweis Capital Management Inc | 25,736 | $7.59M | 0.50% | −498−1.9% | Reduced |
| Goldman Sachs Group Inc | 30,034 | $8.86M | 0.00% | +17,302+135.9% | Added |
| Nuveen Asset Management, LLC | 33,343 | $9.84M | 0.00% | −15,673−32.0% | Reduced |
| FMR LLC | 34,235 | $10.1M | 0.00% | +2,473+7.8% | Added |
| Millennium Management LLC | 35,210 | $10.4M | 0.01% | +26,197+290.7% | Added |
| Jacobs Levy Equity Management, Inc | 35,847 | $10.6M | 0.06% | +233+0.7% | Added |
| Voya Investment Management LLC | 37,466 | $11.1M | 0.01% | +33,376+816.0% | Added |
| Principal Financial Group Inc | 46,883 | $13.8M | 0.01% | −2,951−5.9% | Reduced |
| William Blair Investment Management, LLC | 50,851 | $15.0M | 0.05% | +7,247+16.6% | Added |
| Robotti Robert | 51,445 | $15.2M | 2.45% | −188−0.4% | Reduced |
| Kennedy Capital Management, Inc. | 54,872 | $16.2M | 0.38% | +1,613+3.0% | Added |
| Royce & Associates LP | 54,939 | $16.2M | 0.16% | −6,853−11.1% | Reduced |
| Morgan Stanley | 56,404 | $16.6M | 0.00% | −3,758−6.2% | Reduced |
| Cannell Capital LLC | 63,332 | $18.7M | 3.73% | −5,066−7.4% | Reduced |
| Ameriprise Financial Inc | 63,587 | $18.8M | 0.01% | −5,494−8.0% | Reduced |
| Ashford Capital Management Inc | 64,660 | $19.1M | 2.67% | +3,480+5.7% | Added |
| Fisher Asset Management, LLC | 69,350 | $20.5M | 0.01% | −617−0.9% | Reduced |
| Norges Bank | 72,231 | $21.3M | 0.00% | −2,883−3.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 72,325 | $21.3M | 1.95% | −3,400−4.5% | Reduced |
| Pacer Advisors, Inc. | 73,763 | $21.8M | 0.09% | +12,606+20.6% | Added |
| Charles Schwab Investment Management Inc | 93,023 | $27.4M | 0.01% | +254+0.3% | Added |
| Northern Trust Corp | 98,369 | $29.0M | 0.01% | +4,663+5.0% | Added |
| Gabelli Funds LLC | 99,500 | $29.4M | 0.22% | −6,500−6.1% | Reduced |
| Handelsbanken Fonder AB | 101,986 | $30.1M | 0.16% | −10,000−8.9% | Reduced |
| Price T Rowe Associates Inc | 109,577 | $32.3M | 0.00% | +4,318+4.1% | Added |
| Schroder Investment Management Group | 122,126 | $36.0M | 0.05% | −12,168−9.1% | Reduced |
| Bank of New York Mellon Corp | 126,542 | $37.3M | 0.01% | −10,607−7.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 136,257 | $40.2M | 0.03% | −4,322−3.1% | Reduced |
| Boston Trust Walden Corp | 162,359 | $47.9M | 0.39% | −69,127−29.9% | Reduced |
| American Century Companies Inc | 176,449 | $52.1M | 0.04% | +30,960+21.3% | Added |
| Geode Capital Management, LLC | 183,789 | $54.2M | 0.01% | +6,219+3.5% | Added |
| Gamco Investors, Inc. Et Al | 189,527 | $55.9M | 0.59% | −21,577−10.2% | Reduced |
| Invesco Ltd. | 192,703 | $56.8M | 0.01% | −9,239−4.6% | Reduced |
| GW&K Investment Management, LLC | 226,792 | $66.9M | 0.63% | −3,231−1.4% | Reduced |
| State Street Corp | 334,238 | $98.6M | 0.01% | +10,653+3.3% | Added |
| Broad Bay Capital Management, LP | 357,886 | $105.6M | 14.22% | −2,114−0.6% | Reduced |
| Dimensional Fund Advisors LP | 406,039 | $119.8M | 0.04% | +6,936+1.7% | Added |
| Wellington Management Group LLP | 406,980 | $120.1M | 0.02% | +119,717+41.7% | Added |
| Capital World Investors | 588,800 | $173.7M | 0.03% | +18,200+3.2% | Added |
| Vanguard Group Inc | 842,678 | $248.6M | 0.01% | −21,435−2.5% | Reduced |
| BlackRock Inc. | 1,320,455 | $389.5M | 0.01% | +4,023+0.3% | Added |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Venator Capital Management Ltd. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −5,358−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −3,754−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,979−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −2,203−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,585−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −1,436−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,339−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −888−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avalon Investment & Advisory | – | – | – | – | Not filed |
| Zebra Capital Management LLC | – | – | – | – | Not filed |
| Euclidean Technologies Management, LLC | – | – | – | – | Not filed |