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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 15,408 | $4.09M | 0.01% | +319+2.1% | Added |
| Raymond James & Associates | 15,799 | $4.20M | 0.00% | −3,197−16.8% | Reduced |
| Aviance Capital Partners, LLC | 16,481 | $4.38M | 0.98% | +9,248+127.9% | Added |
| Bridgewater Associates, LP | 16,544 | $4.40M | 0.03% | +12,324+292.0% | Added |
| CI Private Wealth, LLC | 16,858 | $4.48M | 0.01% | −279−1.6% | Reduced |
| Swiss National Bank | 17,200 | $4.57M | 0.00% | +200+1.2% | Added |
| Osterweis Capital Management Inc | 19,368 | $5.15M | 0.38% | −6,368−24.7% | Reduced |
| Robeco Schweiz AG | 19,600 | $5.21M | 0.09% | +2,100+12.0% | Added |
| Bank of America Corp | 20,320 | $5.40M | 0.00% | −4,215−17.2% | Reduced |
| EULAV Asset Management | 20,800 | $5.53M | 0.20% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 22,134 | $5.88M | 0.01% | −950−4.1% | Reduced |
| Legal & General Group Plc | 22,673 | $6.02M | 0.00% | −684−2.9% | Reduced |
| UBS Group AG | 22,780 | $6.05M | 0.00% | +6,630+41.1% | Added |
| Punch & Associates Investment Management, Inc. | 23,644 | $6.28M | 0.40% | +23,644 | New |
| Nuveen Asset Management, LLC | 24,873 | $6.61M | 0.00% | −8,470−25.4% | Reduced |
| Rhumbline Advisers | 25,227 | $6.70M | 0.01% | −66−0.3% | Reduced |
| Empowered Funds, LLC | 27,471 | $7.30M | 0.22% | +3,248+13.4% | Added |
| Jacobs Levy Equity Management, Inc | 32,969 | $8.76M | 0.05% | −2,878−8.0% | Reduced |
| Envestnet Asset Management Inc | 34,030 | $9.04M | 0.00% | +11,789+53.0% | Added |
| FMR LLC | 34,483 | $9.16M | 0.00% | +248+0.7% | Added |
| Voya Investment Management LLC | 37,674 | $10.0M | 0.01% | +208+0.6% | Added |
| Principal Financial Group Inc | 44,444 | $11.8M | 0.01% | −2,439−5.2% | Reduced |
| Kennedy Capital Management, Inc. | 50,041 | $13.3M | 0.32% | −4,831−8.8% | Reduced |
| Robotti Robert | 51,584 | $13.7M | 2.01% | +139+0.3% | Added |
| Morgan Stanley | 54,368 | $14.4M | 0.00% | −2,036−3.6% | Reduced |
| Royce & Associates LP | 54,619 | $14.5M | 0.15% | −320−0.6% | Reduced |
| Neumeier Poma Investment Counsel LLC | 56,580 | $15.0M | 1.47% | −15,745−21.8% | Reduced |
| Ameriprise Financial Inc | 60,983 | $16.2M | 0.01% | −2,604−4.1% | Reduced |
| Ashford Capital Management Inc | 62,790 | $16.7M | 2.46% | −1,870−2.9% | Reduced |
| Cannell Capital LLC | 66,416 | $17.6M | 4.12% | +3,084+4.9% | Added |
| Norges Bank | 67,131 | $17.8M | 0.00% | −5,100−7.1% | Reduced |
| Fisher Asset Management, LLC | 69,157 | $18.4M | 0.01% | −193−0.3% | Reduced |
| Millennium Management LLC | 90,550 | $24.1M | 0.03% | +55,340+157.2% | Added |
| Gabelli Funds LLC | 97,050 | $25.8M | 0.21% | −2,450−2.5% | Reduced |
| Charles Schwab Investment Management Inc | 97,775 | $26.0M | 0.01% | +4,752+5.1% | Added |
| Northern Trust Corp | 98,489 | $26.2M | 0.01% | +120+0.1% | Added |
| Handelsbanken Fonder AB | 101,986 | $27.1M | 0.15% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 110,591 | $29.4M | 0.00% | +1,014+0.9% | Added |
| Pacer Advisors, Inc. | 122,917 | $32.7M | 0.13% | +49,154+66.6% | Added |
| Bank of New York Mellon Corp | 123,813 | $32.9M | 0.01% | −2,729−2.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 136,257 | $36.2M | 0.03% | 00.0% | Unchanged |
| Schroder Investment Management Group | 136,868 | $36.4M | 0.05% | +14,742+12.1% | Added |
| Boston Trust Walden Corp | 168,817 | $44.8M | 0.38% | +6,458+4.0% | Added |
| Invesco Ltd. | 174,597 | $46.4M | 0.01% | −18,106−9.4% | Reduced |
| Gamco Investors, Inc. Et Al | 181,357 | $48.2M | 0.56% | −8,170−4.3% | Reduced |
| Geode Capital Management, LLC | 190,487 | $50.6M | 0.01% | +6,698+3.6% | Added |
| American Century Companies Inc | 208,156 | $55.3M | 0.04% | +31,707+18.0% | Added |
| GW&K Investment Management, LLC | 218,374 | $58.0M | 0.58% | −8,418−3.7% | Reduced |
| State Street Corp | 329,296 | $87.5M | 0.00% | −4,942−1.5% | Reduced |
| Broad Bay Capital Management, LP | 360,861 | $95.9M | 14.42% | +2,975+0.8% | Added |
| Wellington Management Group LLP | 397,269 | $105.5M | 0.02% | −9,711−2.4% | Reduced |
| Dimensional Fund Advisors LP | 409,582 | $108.8M | 0.04% | +3,543+0.9% | Added |
| Capital World Investors | 588,800 | $156.4M | 0.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 843,056 | $224.0M | 0.01% | +3780.0% | Added |
| BlackRock Inc. | 1,290,981 | $343.0M | 0.01% | −29,474−2.2% | Reduced |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −50,851−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −17,560−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −17,127−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −16,249−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −9,181−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −9,027−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −8,681−100.0% | Sold out |
| Crown Advisors Management, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Carolina Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,567−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,156−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −988−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −726−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| EA Series Trust | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| Vigilant Capital Management, LLC | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |