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, Q4 2023
Institutional positions in Cavco Industries, Inc. as of Dec 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
- 259
- +9 vs. Q3 2023
- Shares held
- 7.98M
- −282.6K (−3.4%) vs. Q3 2023
- Total value
- $2.77B
- +$568.1M (+25.9%) vs. Q3 2023
- New holders
- 39
- 67 more added
- Sold out
- 30
- 111 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 15,384 | $5.33M | 0.01% | −1,474−8.7% | Reduced |
| Swiss National Bank | 15,400 | $5.34M | 0.00% | −1,800−10.5% | Reduced |
| AYAL Capital Advisors Ltd | 15,500 | $5.37M | 4.20% | +15,500 | New |
| Aviance Capital Partners, LLC | 15,621 | $5.41M | 1.16% | −860−5.2% | Reduced |
| Truist Financial Corp | 15,979 | $5.54M | 0.01% | +571+3.7% | Added |
| Public Sector Pension Investment Board | 16,070 | $5.57M | 0.04% | +6,096+61.1% | Added |
| SEI Investments Co | 16,392 | $5.68M | 0.01% | +1,413+9.4% | Added |
| Cerity Partners LLC | 17,554 | $6.08M | 0.02% | +17,554 | New |
| Goldman Sachs Group Inc | 17,843 | $6.18M | 0.00% | +2,495+16.3% | Added |
| Robeco Schweiz AG | 18,000 | $6.24M | 0.10% | −1,600−8.2% | Reduced |
| JPMorgan Chase & Co | 19,413 | $6.73M | 0.00% | +4,061+26.5% | Added |
| First Sabrepoint Capital Management LP | 20,000 | $6.93M | 3.15% | +20,000 | New |
| EULAV Asset Management | 20,800 | $7.21M | 0.22% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 20,808 | $7.21M | 0.01% | −1,326−6.0% | Reduced |
| Barclays PLC | 21,195 | $7.35M | 0.00% | +9,347+78.9% | Added |
| Neumeier Poma Investment Counsel LLC | 21,495 | $7.45M | 0.66% | −35,085−62.0% | Reduced |
| Legal & General Group Plc | 21,966 | $7.61M | 0.00% | −707−3.1% | Reduced |
| Bank of America Corp | 22,228 | $7.70M | 0.00% | +1,908+9.4% | Added |
| Punch & Associates Investment Management, Inc. | 23,932 | $8.30M | 0.49% | +288+1.2% | Added |
| Osterweis Capital Management Inc | 24,372 | $8.45M | 0.54% | +5,004+25.8% | Added |
| Rhumbline Advisers | 24,469 | $8.48M | 0.01% | −758−3.0% | Reduced |
| Nuveen Asset Management, LLC | 25,350 | $8.79M | 0.00% | +477+1.9% | Added |
| UBS Group AG | 28,506 | $9.88M | 0.00% | +5,726+25.1% | Added |
| Jacobs Levy Equity Management, Inc | 30,227 | $10.5M | 0.05% | −2,742−8.3% | Reduced |
| Bessemer Group Inc | 31,989 | $11.1M | 0.02% | +31,980+355,333.3% | Added |
| Envestnet Asset Management Inc | 34,166 | $11.8M | 0.00% | +136+0.4% | Added |
| Millennium Management LLC | 38,719 | $13.4M | 0.01% | −51,831−57.2% | Reduced |
| Principal Financial Group Inc | 41,979 | $14.6M | 0.01% | −2,465−5.5% | Reduced |
| Robotti Robert | 42,754 | $14.8M | 2.13% | −8,830−17.1% | Reduced |
| Kennedy Capital Management, Inc. | 44,056 | $15.3M | 0.33% | −5,985−12.0% | Reduced |
| Cannell Capital LLC | 51,951 | $18.0M | 4.02% | −14,465−21.8% | Reduced |
| Royce & Associates LP | 54,750 | $19.0M | 0.18% | +131+0.2% | Added |
| Ashford Capital Management Inc | 57,870 | $20.1M | 2.69% | −4,920−7.8% | Reduced |
| Norges Bank | 60,754 | $21.1M | 0.00% | −6,377−9.5% | Reduced |
| Ameriprise Financial Inc | 60,834 | $21.1M | 0.01% | −149−0.2% | Reduced |
| Morgan Stanley | 63,403 | $22.0M | 0.00% | +9,035+16.6% | Added |
| Fisher Asset Management, LLC | 64,517 | $22.4M | 0.01% | −4,640−6.7% | Reduced |
| FMR LLC | 77,955 | $27.0M | 0.00% | +43,472+126.1% | Added |
| Gabelli Funds LLC | 88,860 | $30.8M | 0.24% | −8,190−8.4% | Reduced |
| Handelsbanken Fonder AB | 92,586 | $32.1M | 0.16% | −9,400−9.2% | Reduced |
| Northern Trust Corp | 93,925 | $32.6M | 0.01% | −4,564−4.6% | Reduced |
| Charles Schwab Investment Management Inc | 97,999 | $34.0M | 0.01% | +224+0.2% | Added |
| Bank of New York Mellon Corp | 110,546 | $38.3M | 0.01% | −13,267−10.7% | Reduced |
| Price T Rowe Associates Inc | 111,079 | $38.5M | 0.01% | +488+0.4% | Added |
| Schroder Investment Management Group | 130,517 | $45.2M | 0.06% | −6,351−4.6% | Reduced |
| Gamco Investors, Inc. Et Al | 165,477 | $57.4M | 0.61% | −15,880−8.8% | Reduced |
| Pacer Advisors, Inc. | 169,643 | $58.8M | 0.17% | +46,726+38.0% | Added |
| Invesco Ltd. | 172,128 | $59.7M | 0.01% | −2,469−1.4% | Reduced |
| Boston Trust Walden Corp | 195,904 | $67.9M | 0.51% | +27,087+16.0% | Added |
| Geode Capital Management, LLC | 196,354 | $68.1M | 0.01% | +5,867+3.1% | Added |
| GW&K Investment Management, LLC | 210,143 | $72.8M | 0.68% | −8,231−3.8% | Reduced |
| American Century Companies Inc | 223,397 | $77.4M | 0.05% | +15,241+7.3% | Added |
| Broad Bay Capital Management, LP | 308,000 | $106.8M | 13.42% | −52,861−14.6% | Reduced |
| State Street Corp | 340,592 | $118.1M | 0.01% | +11,296+3.4% | Added |
| Wellington Management Group LLP | 395,510 | $137.1M | 0.03% | −1,759−0.4% | Reduced |
| Dimensional Fund Advisors LP | 408,444 | $141.6M | 0.04% | −1,138−0.3% | Reduced |
| Capital World Investors | 588,800 | $204.1M | 0.04% | 00.0% | Unchanged |
| Vanguard Group Inc | 795,771 | $275.8M | 0.01% | −47,285−5.6% | Reduced |
| BlackRock Inc. | 1,286,383 | $445.9M | 0.01% | −4,598−0.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −136,257−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,419−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −2,468−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,251−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −1,705−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,613−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −1,273−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −974−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −617−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| KB Financial Partners, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |