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 2024
Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
- 272
- +11 vs. Q1 2024
- Shares held
- 7.84M
- −232.6K (−2.9%) vs. Q1 2024
- Total value
- $2.71B
- −$506.5M (−15.7%) vs. Q1 2024
- New holders
- 40
- 92 more added
- Sold out
- 29
- 98 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,247,002 | $431.7M | 0.01% | −25,399−2.0% | Reduced |
| Vanguard Group Inc | 741,000 | $256.5M | 0.00% | −16,662−2.2% | Reduced |
| Capital World Investors | 605,925 | $209.8M | 0.03% | 00.0% | Unchanged |
| State Street Corp | 410,883 | $142.2M | 0.01% | +48,489+13.4% | Added |
| Dimensional Fund Advisors LP | 402,335 | $139.3M | 0.04% | −9,302−2.3% | Reduced |
| Wellington Management Group LLP | 287,109 | $99.4M | 0.02% | −152,728−34.7% | Reduced |
| Broad Bay Capital Management, LP | 215,326 | $74.5M | 10.19% | −59,674−21.7% | Reduced |
| Geode Capital Management, LLC | 211,562 | $73.2M | 0.01% | +11,762+5.9% | Added |
| GW&K Investment Management, LLC | 209,981 | $72.7M | 0.66% | +3,393+1.6% | Added |
| Pacer Advisors, Inc. | 203,662 | $70.5M | 0.16% | −5,472−2.6% | Reduced |
| Boston Trust Walden Corp | 196,046 | $67.9M | 0.50% | +1,541+0.8% | Added |
| American Century Companies Inc | 194,274 | $67.3M | 0.04% | −2,911−1.5% | Reduced |
| Invesco Ltd. | 145,872 | $50.5M | 0.01% | −22,250−13.2% | Reduced |
| Gamco Investors, Inc. Et Al | 140,967 | $48.8M | 0.53% | −7,100−4.8% | Reduced |
| FMR LLC | 126,615 | $43.8M | 0.00% | −35,959−22.1% | Reduced |
| Schroder Investment Management Group | 110,490 | $38.2M | 0.04% | −265−0.2% | Reduced |
| Ameriprise Financial Inc | 108,527 | $37.6M | 0.01% | −2,240−2.0% | Reduced |
| Price T Rowe Associates Inc | 107,948 | $37.4M | 0.00% | −2,884−2.6% | Reduced |
| Charles Schwab Investment Management Inc | 103,518 | $35.8M | 0.01% | +2,864+2.8% | Added |
| Bank of New York Mellon Corp | 92,834 | $32.1M | 0.01% | −6,401−6.5% | Reduced |
| Northern Trust Corp | 81,884 | $28.3M | 0.00% | −7,415−8.3% | Reduced |
| Gabelli Funds LLC | 74,920 | $25.9M | 0.20% | −2,230−2.9% | Reduced |
| Fisher Asset Management, LLC | 65,867 | $22.8M | 0.01% | +3,378+5.4% | Added |
| Cannell Capital LLC | 64,037 | $22.2M | 5.30% | +200.0% | Added |
| Ashford Capital Management Inc | 58,100 | $20.1M | 2.72% | −80−0.1% | Reduced |
| Handelsbanken Fonder AB | 57,186 | $19.8M | 0.09% | −35,400−38.2% | Reduced |
| Morgan Stanley | 55,588 | $19.2M | 0.00% | −8,514−13.3% | Reduced |
| Royce & Associates LP | 51,846 | $17.9M | 0.17% | −1,699−3.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 47,957 | $16.6M | 0.07% | +18,440+62.5% | Added |
| Bessemer Group Inc | 47,037 | $16.3M | 0.03% | +12,785+37.3% | Added |
| Robotti Robert | 42,935 | $14.9M | 2.33% | +52+0.1% | Added |
| Principal Financial Group Inc | 41,738 | $14.4M | 0.01% | −1,352−3.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 40,966 | $14.2M | 0.84% | +13,985+51.8% | Added |
| Norges Bank | 40,666 | $14.1M | 0.00% | −9,859−19.5% | Reduced |
| Kennedy Capital Management, Inc. | 39,420 | $13.6M | 0.29% | −8,611−17.9% | Reduced |
| SG Capital Management LLC | 35,385 | $12.2M | 2.07% | +35,385 | New |
| Envestnet Asset Management Inc | 34,448 | $11.9M | 0.00% | +331+1.0% | Added |
| AYAL Capital Advisors Ltd | 29,861 | $10.3M | 6.56% | +11,361+61.4% | Added |
| Osterweis Capital Management Inc | 29,272 | $10.1M | 0.52% | +5,916+25.3% | Added |
| Goldman Sachs Group Inc | 27,939 | $9.67M | 0.00% | +8,225+41.7% | Added |
| Qube Research & Technologies Ltd | 24,965 | $8.64M | 0.02% | +17,444+231.9% | Added |
| Nuveen Asset Management, LLC | 24,724 | $8.56M | 0.00% | +427+1.8% | Added |
| Cerity Partners LLC | 24,464 | $8.47M | 0.02% | −23,209−48.7% | Reduced |
| Rhumbline Advisers | 23,874 | $8.26M | 0.01% | −146−0.6% | Reduced |
| JPMorgan Chase & Co | 23,107 | $8.00M | 0.00% | +2,556+12.4% | Added |
| Legal & General Group Plc | 21,367 | $7.40M | 0.00% | −612−2.8% | Reduced |
| EULAV Asset Management | 20,800 | $7.20M | 0.19% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 19,200 | $6.65M | 2.40% | +6,800+54.8% | Added |
| Robeco Schweiz AG | 18,000 | $6.23M | 0.12% | 00.0% | Unchanged |
| UBS Group AG | 17,671 | $6.12M | 0.00% | −1,497−7.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 17,585 | $6.09M | 0.56% | −465−2.6% | Reduced |
| Aviance Capital Partners, LLC | 17,194 | $5.95M | 0.85% | +1,104+6.9% | Added |
| Deutsche Bank AG | 17,069 | $5.91M | 0.00% | +5,589+48.7% | Added |
| Public Sector Pension Investment Board | 17,031 | $5.90M | 0.04% | +1,111+7.0% | Added |
| Ballast Asset Management, LP | 16,457 | $5.70M | 3.09% | +1,008+6.5% | Added |
| Allspring Global Investments Holdings, LLC | 15,222 | $5.27M | 0.01% | −1,563−9.3% | Reduced |
| Citadel Advisors LLC | 15,163 | $5.25M | 0.01% | +11,165+279.3% | Added |
| Swiss National Bank | 14,800 | $5.12M | 0.00% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 14,700 | $5.09M | 2.15% | −5,300−26.5% | Reduced |
| UBS Asset Management Americas Inc | 14,662 | $5.08M | 0.00% | +8,052+121.8% | Added |
| Allianz Asset Management GmbH | 14,526 | $5.03M | 0.01% | −282−1.9% | Reduced |
| Jane Street Group, LLC | 14,466 | $5.01M | 0.01% | +5,681+64.7% | Added |
| SEI Investments Co | 13,571 | $4.70M | 0.01% | −670−4.7% | Reduced |
| Nicholas Investment Partners, LP | 13,491 | $4.67M | 0.48% | +133+1.0% | Added |
| Truist Financial Corp | 13,258 | $4.59M | 0.01% | −2,694−16.9% | Reduced |
| Raymond James & Associates | 13,138 | $4.55M | 0.00% | +503+4.0% | Added |
| CI Private Wealth, LLC | 12,990 | $4.50M | 0.01% | −2,247−14.7% | Reduced |
| Bank of America Corp | 12,862 | $4.45M | 0.00% | −5,147−28.6% | Reduced |
| Edgestream Partners, L.P. | 12,262 | $4.24M | 0.20% | +12,262 | New |
| Franklin Resources Inc | 11,436 | $3.96M | 0.00% | −14−0.1% | Reduced |
| First Eagle Investment Management, LLC | 11,428 | $3.96M | 0.01% | −900−7.3% | Reduced |
| Ancora Advisors, LLC | 10,980 | $3.80M | 0.09% | −32−0.3% | Reduced |
| Natixis Advisors, L.P. | 10,514 | $3.64M | 0.01% | +10,514 | New |
| Confluence Investment Management LLC | 10,234 | $3.54M | 0.05% | −1,492−12.7% | Reduced |
| Citigroup Inc | 10,025 | $3.47M | 0.00% | +592+6.3% | Added |
| Watchman Group, Inc. | 9,785 | $3.39M | 1.08% | +72+0.7% | Added |
| Alliancebernstein L.P. | 9,575 | $3.31M | 0.00% | −650−6.4% | Reduced |
| Thrivent Financial for Lutherans | 9,456 | $3.27M | 0.01% | +2,558+37.1% | Added |
| Prudential Financial Inc | 9,239 | $3.20M | 0.00% | −369−3.8% | Reduced |
| Russell Investments Group, Ltd. | 9,106 | $3.15M | 0.01% | +48+0.5% | Added |
| Royal Bank of Canada | 9,068 | $3.14M | 0.00% | −18−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 9,068 | $3.14M | 0.24% | +7,576+507.8% | Added |
| Millennium Management LLC | 8,874 | $3.07M | 0.00% | −4,595−34.1% | Reduced |
| Great West Life Assurance Co | 8,523 | $2.94M | 0.01% | +1,748+25.8% | Added |
| Victory Capital Management Inc | 8,323 | $2.88M | 0.00% | +630+8.2% | Added |
| Prelude Capital Management, LLC | 8,197 | $2.84M | 0.24% | +103+1.3% | Added |
| Marks Group Wealth Management, Inc | 8,031 | $2.78M | 0.29% | +115+1.5% | Added |
| California State Teachers Retirement System | 7,393 | $2.56M | 0.00% | −205−2.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 7,091 | $2.45M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 7,065 | $2.44M | 0.00% | +763+12.1% | Added |
| Barclays PLC | 6,578 | $2.28M | 0.00% | −7,857−54.4% | Reduced |
| ExodusPoint Capital Management, LP | 6,334 | $2.19M | 0.02% | +6,334 | New |
| BNP Paribas Arbitrage, SA | 6,223 | $2.15M | 0.00% | −4,132−39.9% | Reduced |
| Holocene Advisors, LP | 6,127 | $2.12M | 0.01% | −2,619−29.9% | Reduced |
| TD Asset Management Inc | 6,100 | $2.11M | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 5,853 | $2.03M | 0.01% | +4,708+411.2% | Added |
| Brinker Capital Investments, LLC | 5,750 | $1.99M | 0.02% | −518−8.3% | Reduced |
| Orion Portfolio Solutions, LLC | 5,750 | $1.99M | 0.02% | −518−8.3% | Reduced |
| First Trust Advisors LP | 5,696 | $1.97M | 0.00% | −5,370−48.5% | Reduced |
| New York State Common Retirement Fund | 5,691 | $1.97M | 0.00% | −20.0% | Reduced |