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, Q1 2024
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2024. 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
- 263
- +6 vs. Q4 2023
- Shares held
- 8.08M
- +116.5K (+1.5%) vs. Q4 2023
- Total value
- $3.22B
- +$463.8M (+16.8%) vs. Q4 2023
- New holders
- 34
- 75 more added
- Sold out
- 28
- 117 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,272,401 | $507.8M | 0.01% | −13,982−1.1% | Reduced |
| Vanguard Group Inc | 757,662 | $302.4M | 0.01% | −38,109−4.8% | Reduced |
| Capital World Investors | 605,925 | $241.8M | 0.04% | +17,125+2.9% | Added |
| Wellington Management Group LLP | 439,837 | $175.5M | 0.03% | +44,327+11.2% | Added |
| Dimensional Fund Advisors LP | 411,637 | $164.3M | 0.04% | +3,193+0.8% | Added |
| State Street Corp | 362,394 | $144.6M | 0.01% | +21,802+6.4% | Added |
| Broad Bay Capital Management, LP | 275,000 | $109.7M | 14.23% | −33,000−10.7% | Reduced |
| Pacer Advisors, Inc. | 209,134 | $83.5M | 0.19% | +39,491+23.3% | Added |
| GW&K Investment Management, LLC | 206,588 | $82.4M | 0.73% | −3,555−1.7% | Reduced |
| Geode Capital Management, LLC | 199,800 | $79.7M | 0.01% | +3,446+1.8% | Added |
| American Century Companies Inc | 197,185 | $78.7M | 0.05% | −26,212−11.7% | Reduced |
| Boston Trust Walden Corp | 194,505 | $77.6M | 0.55% | −1,399−0.7% | Reduced |
| Invesco Ltd. | 168,122 | $67.1M | 0.01% | −4,006−2.3% | Reduced |
| FMR LLC | 162,574 | $64.9M | 0.00% | +84,619+108.5% | Added |
| Gamco Investors, Inc. Et Al | 148,067 | $59.1M | 0.60% | −17,410−10.5% | Reduced |
| Price T Rowe Associates Inc | 110,832 | $44.2M | 0.01% | −247−0.2% | Reduced |
| Ameriprise Financial Inc | 110,767 | $44.2M | 0.01% | +49,933+82.1% | Added |
| Schroder Investment Management Group | 110,755 | $44.2M | 0.05% | −19,762−15.1% | Reduced |
| Charles Schwab Investment Management Inc | 100,654 | $40.2M | 0.01% | +2,655+2.7% | Added |
| Bank of New York Mellon Corp | 99,235 | $39.6M | 0.01% | −11,311−10.2% | Reduced |
| Handelsbanken Fonder AB | 92,586 | $36.9M | 0.16% | 00.0% | Unchanged |
| Northern Trust Corp | 89,299 | $35.6M | 0.01% | −4,626−4.9% | Reduced |
| Gabelli Funds LLC | 77,150 | $30.8M | 0.23% | −11,710−13.2% | Reduced |
| Morgan Stanley | 64,102 | $25.6M | 0.00% | +699+1.1% | Added |
| Cannell Capital LLC | 64,017 | $25.5M | 5.74% | +12,066+23.2% | Added |
| Fisher Asset Management, LLC | 62,489 | $24.9M | 0.01% | −2,028−3.1% | Reduced |
| Ashford Capital Management Inc | 58,180 | $23.2M | 3.14% | +310+0.5% | Added |
| Royce & Associates LP | 53,545 | $21.4M | 0.19% | −1,205−2.2% | Reduced |
| Norges Bank | 50,525 | $20.2M | 0.00% | −10,229−16.8% | Reduced |
| Kennedy Capital Management, Inc. | 48,031 | $19.2M | 0.39% | +3,975+9.0% | Added |
| Cerity Partners LLC | 47,673 | $19.0M | 0.05% | +30,119+171.6% | Added |
| Principal Financial Group Inc | 43,090 | $17.2M | 0.01% | +1,111+2.6% | Added |
| Robotti Robert | 42,883 | $17.1M | 2.32% | +129+0.3% | Added |
| Bessemer Group Inc | 34,252 | $13.7M | 0.02% | +2,263+7.1% | Added |
| Envestnet Asset Management Inc | 34,117 | $13.6M | 0.01% | −49−0.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 29,517 | $11.8M | 0.05% | −710−2.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 26,981 | $10.8M | 0.61% | +3,049+12.7% | Added |
| Nuveen Asset Management, LLC | 24,297 | $9.70M | 0.00% | −1,053−4.2% | Reduced |
| Rhumbline Advisers | 24,020 | $9.59M | 0.01% | −449−1.8% | Reduced |
| Assenagon Asset Management S.A. | 23,594 | $9.42M | 0.02% | +22,603+2,280.8% | Added |
| Osterweis Capital Management Inc | 23,356 | $9.32M | 0.55% | −1,016−4.2% | Reduced |
| Legal & General Group Plc | 21,979 | $8.77M | 0.00% | +13+0.1% | Added |
| EULAV Asset Management | 20,800 | $8.30M | 0.23% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 20,551 | $8.20M | 0.00% | +1,138+5.9% | Added |
| First Sabrepoint Capital Management LP | 20,000 | $7.98M | 3.55% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 19,714 | $7.87M | 0.00% | +1,871+10.5% | Added |
| UBS Group AG | 19,168 | $7.65M | 0.00% | −9,338−32.8% | Reduced |
| AYAL Capital Advisors Ltd | 18,500 | $7.38M | 5.30% | +3,000+19.4% | Added |
| Neumeier Poma Investment Counsel LLC | 18,050 | $7.20M | 0.66% | −3,445−16.0% | Reduced |
| Bank of America Corp | 18,009 | $7.19M | 0.00% | −4,219−19.0% | Reduced |
| Robeco Schweiz AG | 18,000 | $7.18M | 0.13% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 16,785 | $6.70M | 0.01% | −4,023−19.3% | Reduced |
| Aviance Capital Partners, LLC | 16,090 | $6.42M | 0.95% | +469+3.0% | Added |
| Truist Financial Corp | 15,952 | $6.37M | 0.01% | −27−0.2% | Reduced |
| Public Sector Pension Investment Board | 15,920 | $6.35M | 0.05% | −150−0.9% | Reduced |
| Ballast Asset Management, LP | 15,449 | $6.17M | 3.34% | +5,409+53.9% | Added |
| CI Private Wealth, LLC | 15,237 | $6.08M | 0.01% | −147−1.0% | Reduced |
| Allianz Asset Management GmbH | 14,808 | $5.91M | 0.01% | −192−1.3% | Reduced |
| Swiss National Bank | 14,800 | $5.91M | 0.00% | −600−3.9% | Reduced |
| Barclays PLC | 14,435 | $5.76M | 0.00% | −6,760−31.9% | Reduced |
| SEI Investments Co | 14,241 | $5.68M | 0.01% | −2,151−13.1% | Reduced |
| Millennium Management LLC | 13,469 | $5.37M | 0.00% | −25,250−65.2% | Reduced |
| Nicholas Investment Partners, LP | 13,358 | $5.33M | 0.55% | +6,638+98.8% | Added |
| Raymond James & Associates | 12,635 | $5.04M | 0.00% | −982−7.2% | Reduced |
| Quantedge Capital Pte Ltd | 12,400 | $4.95M | 2.08% | +12,400 | New |
| First Eagle Investment Management, LLC | 12,328 | $4.92M | 0.01% | +2,760+28.8% | Added |
| Confluence Investment Management LLC | 11,726 | $4.68M | 0.06% | −1,736−12.9% | Reduced |
| Credit Suisse AG | 11,545 | $4.61M | 0.00% | +999+9.5% | Added |
| Deutsche Bank AG | 11,480 | $4.58M | 0.00% | +4,963+76.2% | Added |
| Franklin Resources Inc | 11,450 | $4.57M | 0.00% | +9,308+434.5% | Added |
| First Trust Advisors LP | 11,066 | $4.42M | 0.00% | +3,789+52.1% | Added |
| EAM Investors, LLC | 11,050 | $4.41M | 0.70% | +167+1.5% | Added |
| Ancora Advisors, LLC | 11,012 | $4.39M | 0.10% | −82−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 10,355 | $4.13M | 0.01% | +1,164+12.7% | Added |
| Alliancebernstein L.P. | 10,225 | $4.08M | 0.00% | −592−5.5% | Reduced |
| Watchman Group, Inc. | 9,713 | $3.88M | 1.17% | +63+0.7% | Added |
| Prudential Financial Inc | 9,608 | $3.83M | 0.01% | −310−3.1% | Reduced |
| Citigroup Inc | 9,433 | $3.76M | 0.00% | +1,081+12.9% | Added |
| Royal Bank of Canada | 9,086 | $3.63M | 0.00% | −1,716−15.9% | Reduced |
| Russell Investments Group, Ltd. | 9,058 | $3.61M | 0.01% | +224+2.5% | Added |
| Jane Street Group, LLC | 8,785 | $3.51M | 0.00% | +4,865+124.1% | Added |
| Holocene Advisors, LP | 8,746 | $3.49M | 0.01% | +2,371+37.2% | Added |
| Canada Pension Plan Investment Board | 8,100 | $3.23M | 0.00% | +8,100 | New |
| Prelude Capital Management, LLC | 8,094 | $3.23M | 0.22% | +803+11.0% | Added |
| Marks Group Wealth Management, Inc | 7,916 | $3.16M | 0.33% | +136+1.7% | Added |
| Victory Capital Management Inc | 7,693 | $3.07M | 0.00% | −403−5.0% | Reduced |
| State of New Jersey Common Pension Fund D | 7,614 | $3.04M | 0.01% | −1,021−11.8% | Reduced |
| California State Teachers Retirement System | 7,598 | $3.03M | 0.00% | −800−9.5% | Reduced |
| Qube Research & Technologies Ltd | 7,521 | $3.00M | 0.01% | +1,174+18.5% | Added |
| Teachers Retirement System of the State of Kentucky | 7,091 | $2.83M | 0.03% | +4,333+157.1% | Added |
| Thrivent Financial for Lutherans | 6,898 | $2.75M | 0.01% | −10.0% | Reduced |
| Texas Permanent School Fund | 6,794 | $2.71M | 0.02% | +106+1.6% | Added |
| Great West Life Assurance Co | 6,775 | $2.70M | 0.01% | +437+6.9% | Added |
| UBS Asset Management Americas Inc | 6,610 | $2.64M | 0.00% | −23−0.3% | Reduced |
| PDT Partners, LLC | 6,577 | $2.62M | 0.25% | +2,750+71.9% | Added |
| Janus Henderson Group PLC | 6,302 | $2.51M | 0.00% | +190+3.1% | Added |
| Brinker Capital Investments, LLC | 6,268 | $2.50M | 0.03% | −385−5.8% | Reduced |
| Orion Portfolio Solutions, LLC | 6,268 | $2.50M | 0.03% | −385−5.8% | Reduced |
| Renaissance Technologies LLC | 6,146 | $2.45M | 0.00% | −1,300−17.5% | Reduced |
| TD Asset Management Inc | 6,100 | $2.43M | 0.00% | 00.0% | Unchanged |