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, Q3 2023
Institutional positions in Cavco Industries, Inc. as of Sep 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
- 255
- +5 vs. Q2 2023
- Shares held
- 8.27M
- −56.5K (−0.7%) vs. Q2 2023
- Total value
- $2.20B
- −$255.8M (−10.4%) vs. Q2 2023
- New holders
- 37
- 78 more added
- Sold out
- 32
- 102 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,290,981 | $343.0M | 0.01% | −29,474−2.2% | Reduced |
| Vanguard Group Inc | 843,056 | $224.0M | 0.01% | +3780.0% | Added |
| Capital World Investors | 588,800 | $156.4M | 0.03% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 409,582 | $108.8M | 0.04% | +3,543+0.9% | Added |
| Wellington Management Group LLP | 397,269 | $105.5M | 0.02% | −9,711−2.4% | Reduced |
| Broad Bay Capital Management, LP | 360,861 | $95.9M | 14.42% | +2,975+0.8% | Added |
| State Street Corp | 329,296 | $87.5M | 0.00% | −4,942−1.5% | Reduced |
| GW&K Investment Management, LLC | 218,374 | $58.0M | 0.58% | −8,418−3.7% | Reduced |
| American Century Companies Inc | 208,156 | $55.3M | 0.04% | +31,707+18.0% | Added |
| Geode Capital Management, LLC | 190,487 | $50.6M | 0.01% | +6,698+3.6% | Added |
| Gamco Investors, Inc. Et Al | 181,357 | $48.2M | 0.56% | −8,170−4.3% | Reduced |
| Invesco Ltd. | 174,597 | $46.4M | 0.01% | −18,106−9.4% | Reduced |
| Boston Trust Walden Corp | 168,817 | $44.8M | 0.38% | +6,458+4.0% | Added |
| Schroder Investment Management Group | 136,868 | $36.4M | 0.05% | +14,742+12.1% | Added |
| T. Rowe Price Investment Management, Inc. | 136,257 | $36.2M | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 123,813 | $32.9M | 0.01% | −2,729−2.2% | Reduced |
| Pacer Advisors, Inc. | 122,917 | $32.7M | 0.13% | +49,154+66.6% | Added |
| Price T Rowe Associates Inc | 110,591 | $29.4M | 0.00% | +1,014+0.9% | Added |
| Handelsbanken Fonder AB | 101,986 | $27.1M | 0.15% | 00.0% | Unchanged |
| Northern Trust Corp | 98,489 | $26.2M | 0.01% | +120+0.1% | Added |
| Charles Schwab Investment Management Inc | 97,775 | $26.0M | 0.01% | +4,752+5.1% | Added |
| Gabelli Funds LLC | 97,050 | $25.8M | 0.21% | −2,450−2.5% | Reduced |
| Millennium Management LLC | 90,550 | $24.1M | 0.03% | +55,340+157.2% | Added |
| Fisher Asset Management, LLC | 69,157 | $18.4M | 0.01% | −193−0.3% | Reduced |
| Norges Bank | 67,131 | $17.8M | 0.00% | −5,100−7.1% | Reduced |
| Cannell Capital LLC | 66,416 | $17.6M | 4.12% | +3,084+4.9% | Added |
| Ashford Capital Management Inc | 62,790 | $16.7M | 2.46% | −1,870−2.9% | Reduced |
| Ameriprise Financial Inc | 60,983 | $16.2M | 0.01% | −2,604−4.1% | Reduced |
| Neumeier Poma Investment Counsel LLC | 56,580 | $15.0M | 1.47% | −15,745−21.8% | Reduced |
| Royce & Associates LP | 54,619 | $14.5M | 0.15% | −320−0.6% | Reduced |
| Morgan Stanley | 54,368 | $14.4M | 0.00% | −2,036−3.6% | Reduced |
| Robotti Robert | 51,584 | $13.7M | 2.01% | +139+0.3% | Added |
| Kennedy Capital Management, Inc. | 50,041 | $13.3M | 0.32% | −4,831−8.8% | Reduced |
| Principal Financial Group Inc | 44,444 | $11.8M | 0.01% | −2,439−5.2% | Reduced |
| Voya Investment Management LLC | 37,674 | $10.0M | 0.01% | +208+0.6% | Added |
| FMR LLC | 34,483 | $9.16M | 0.00% | +248+0.7% | Added |
| Envestnet Asset Management Inc | 34,030 | $9.04M | 0.00% | +11,789+53.0% | Added |
| Jacobs Levy Equity Management, Inc | 32,969 | $8.76M | 0.05% | −2,878−8.0% | Reduced |
| Empowered Funds, LLC | 27,471 | $7.30M | 0.22% | +3,248+13.4% | Added |
| Rhumbline Advisers | 25,227 | $6.70M | 0.01% | −66−0.3% | Reduced |
| Nuveen Asset Management, LLC | 24,873 | $6.61M | 0.00% | −8,470−25.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 23,644 | $6.28M | 0.40% | +23,644 | New |
| UBS Group AG | 22,780 | $6.05M | 0.00% | +6,630+41.1% | Added |
| Legal & General Group Plc | 22,673 | $6.02M | 0.00% | −684−2.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 22,134 | $5.88M | 0.01% | −950−4.1% | Reduced |
| EULAV Asset Management | 20,800 | $5.53M | 0.20% | 00.0% | Unchanged |
| Bank of America Corp | 20,320 | $5.40M | 0.00% | −4,215−17.2% | Reduced |
| Robeco Schweiz AG | 19,600 | $5.21M | 0.09% | +2,100+12.0% | Added |
| Osterweis Capital Management Inc | 19,368 | $5.15M | 0.38% | −6,368−24.7% | Reduced |
| Swiss National Bank | 17,200 | $4.57M | 0.00% | +200+1.2% | Added |
| CI Private Wealth, LLC | 16,858 | $4.48M | 0.01% | −279−1.6% | Reduced |
| Bridgewater Associates, LP | 16,544 | $4.40M | 0.03% | +12,324+292.0% | Added |
| Aviance Capital Partners, LLC | 16,481 | $4.38M | 0.98% | +9,248+127.9% | Added |
| Raymond James & Associates | 15,799 | $4.20M | 0.00% | −3,197−16.8% | Reduced |
| Truist Financial Corp | 15,408 | $4.09M | 0.01% | +319+2.1% | Added |
| JPMorgan Chase & Co | 15,352 | $4.08M | 0.00% | −4,365−22.1% | Reduced |
| Goldman Sachs Group Inc | 15,348 | $4.08M | 0.00% | −14,686−48.9% | Reduced |
| SEI Investments Co | 14,979 | $3.98M | 0.01% | +2,443+19.5% | Added |
| Allianz Asset Management GmbH | 14,845 | $3.94M | 0.01% | −577−3.7% | Reduced |
| Teton Advisors, Inc. | 14,540 | $3.86M | 1.20% | −1,600−9.9% | Reduced |
| Confluence Investment Management LLC | 14,300 | $3.80M | 0.06% | +14,300 | New |
| Putnam Investments LLC | 14,103 | $3.75M | 0.01% | +2,200+18.5% | Added |
| First Trust Advisors LP | 13,568 | $3.60M | 0.00% | +7,461+122.2% | Added |
| Balyasny Asset Management LLC | 13,287 | $3.53M | 0.01% | +10,176+327.1% | Added |
| Credit Suisse AG | 12,944 | $3.44M | 0.00% | −944−6.8% | Reduced |
| BNP Paribas Arbitrage, SA | 12,727 | $3.38M | 0.01% | +3,101+32.2% | Added |
| Russell Investments Group, Ltd. | 12,457 | $3.31M | 0.01% | −6,922−35.7% | Reduced |
| Barclays PLC | 11,848 | $3.15M | 0.00% | −407−3.3% | Reduced |
| Renaissance Technologies LLC | 11,355 | $3.02M | 0.01% | −6,600−36.8% | Reduced |
| Los Angeles Capital Management LLC | 11,352 | $3.02M | 0.01% | +199+1.8% | Added |
| Ancora Advisors, LLC | 11,234 | $2.98M | 0.08% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 11,044 | $2.93M | 0.27% | +2,868+35.1% | Added |
| Clark Estates Inc | 11,000 | $2.92M | 0.53% | 00.0% | Unchanged |
| Royal Bank of Canada | 10,892 | $2.89M | 0.00% | +581+5.6% | Added |
| Prudential Financial Inc | 10,457 | $2.78M | 0.00% | −1,039−9.0% | Reduced |
| Alliancebernstein L.P. | 10,385 | $2.76M | 0.00% | −93−0.9% | Reduced |
| Public Sector Pension Investment Board | 9,974 | $2.65M | 0.02% | −4,378−30.5% | Reduced |
| Watchman Group, Inc. | 9,684 | $2.57M | 1.09% | +9,684 | New |
| Man Group plc | – | $2.41M | 0.01% | – | – |
| California State Teachers Retirement System | 8,834 | $2.35M | 0.00% | −963−9.8% | Reduced |
| State of New Jersey Common Pension Fund D | 8,635 | $2.29M | 0.01% | −988−10.3% | Reduced |
| AQR Capital Management LLC | 8,340 | $2.22M | 0.00% | −1,825−18.0% | Reduced |
| Qube Research & Technologies Ltd | 8,245 | $2.19M | 0.01% | +977+13.4% | Added |
| First Eagle Investment Management, LLC | 7,998 | $2.12M | 0.01% | −3,258−28.9% | Reduced |
| Marks Group Wealth Management, Inc | 7,691 | $2.04M | 0.25% | −99−1.3% | Reduced |
| Thrivent Financial for Lutherans | 7,382 | $1.96M | 0.00% | −353−4.6% | Reduced |
| Brinker Capital Investments, LLC | 7,178 | $1.91M | 0.02% | −295−3.9% | Reduced |
| Orion Portfolio Solutions, LLC | 7,178 | $1.91M | 0.02% | −295−3.9% | Reduced |
| UBS Asset Management Americas Inc | 7,144 | $1.90M | 0.00% | −125−1.7% | Reduced |
| Great West Life Assurance Co | 6,954 | $1.85M | 0.00% | −148−2.1% | Reduced |
| Texas Permanent School Fund | 6,854 | $1.82M | 0.02% | −265−3.7% | Reduced |
| Ballast Asset Management, LP | 6,843 | $1.82M | 1.69% | +6,843 | New |
| Deutsche Bank AG | 6,725 | $1.79M | 0.00% | +1,447+27.4% | Added |
| Susquehanna Fundamental Investments, LLC | 6,419 | $1.71M | 0.11% | 00.0% | Unchanged |
| TD Asset Management Inc | 6,100 | $1.62M | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 5,877 | $1.56M | 0.00% | +330+5.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 5,395 | $1.43M | 0.01% | −3,745−41.0% | Reduced |
| Cresset Asset Management, LLC | 5,139 | $1.37M | 0.01% | +660+14.7% | Added |
| State of Alaska, Department of Revenue | 5,061 | $1.34M | 0.02% | −259−4.9% | Reduced |
| D. E. Shaw & Co., Inc. | 4,900 | $1.30M | 0.00% | +4,201+601.0% | Added |