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 |
|---|---|---|---|---|---|
| Ancora Advisors, LLC | 10,980 | $3.80M | 0.09% | −32−0.3% | Reduced |
| First Eagle Investment Management, LLC | 11,428 | $3.96M | 0.01% | −900−7.3% | Reduced |
| Franklin Resources Inc | 11,436 | $3.96M | 0.00% | −14−0.1% | Reduced |
| Edgestream Partners, L.P. | 12,262 | $4.24M | 0.20% | +12,262 | New |
| Bank of America Corp | 12,862 | $4.45M | 0.00% | −5,147−28.6% | Reduced |
| CI Private Wealth, LLC | 12,990 | $4.50M | 0.01% | −2,247−14.7% | Reduced |
| Raymond James & Associates | 13,138 | $4.55M | 0.00% | +503+4.0% | Added |
| Truist Financial Corp | 13,258 | $4.59M | 0.01% | −2,694−16.9% | Reduced |
| Nicholas Investment Partners, LP | 13,491 | $4.67M | 0.48% | +133+1.0% | Added |
| SEI Investments Co | 13,571 | $4.70M | 0.01% | −670−4.7% | Reduced |
| Jane Street Group, LLC | 14,466 | $5.01M | 0.01% | +5,681+64.7% | Added |
| Allianz Asset Management GmbH | 14,526 | $5.03M | 0.01% | −282−1.9% | Reduced |
| UBS Asset Management Americas Inc | 14,662 | $5.08M | 0.00% | +8,052+121.8% | Added |
| First Sabrepoint Capital Management LP | 14,700 | $5.09M | 2.15% | −5,300−26.5% | Reduced |
| Swiss National Bank | 14,800 | $5.12M | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,163 | $5.25M | 0.01% | +11,165+279.3% | Added |
| Allspring Global Investments Holdings, LLC | 15,222 | $5.27M | 0.01% | −1,563−9.3% | Reduced |
| Ballast Asset Management, LP | 16,457 | $5.70M | 3.09% | +1,008+6.5% | Added |
| Public Sector Pension Investment Board | 17,031 | $5.90M | 0.04% | +1,111+7.0% | Added |
| Deutsche Bank AG | 17,069 | $5.91M | 0.00% | +5,589+48.7% | Added |
| Aviance Capital Partners, LLC | 17,194 | $5.95M | 0.85% | +1,104+6.9% | Added |
| Neumeier Poma Investment Counsel LLC | 17,585 | $6.09M | 0.56% | −465−2.6% | Reduced |
| UBS Group AG | 17,671 | $6.12M | 0.00% | −1,497−7.8% | Reduced |
| Robeco Schweiz AG | 18,000 | $6.23M | 0.12% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 19,200 | $6.65M | 2.40% | +6,800+54.8% | Added |
| EULAV Asset Management | 20,800 | $7.20M | 0.19% | 00.0% | Unchanged |
| Legal & General Group Plc | 21,367 | $7.40M | 0.00% | −612−2.8% | Reduced |
| JPMorgan Chase & Co | 23,107 | $8.00M | 0.00% | +2,556+12.4% | Added |
| Rhumbline Advisers | 23,874 | $8.26M | 0.01% | −146−0.6% | Reduced |
| Cerity Partners LLC | 24,464 | $8.47M | 0.02% | −23,209−48.7% | Reduced |
| Nuveen Asset Management, LLC | 24,724 | $8.56M | 0.00% | +427+1.8% | Added |
| Qube Research & Technologies Ltd | 24,965 | $8.64M | 0.02% | +17,444+231.9% | Added |
| Goldman Sachs Group Inc | 27,939 | $9.67M | 0.00% | +8,225+41.7% | Added |
| Osterweis Capital Management Inc | 29,272 | $10.1M | 0.52% | +5,916+25.3% | Added |
| AYAL Capital Advisors Ltd | 29,861 | $10.3M | 6.56% | +11,361+61.4% | Added |
| Envestnet Asset Management Inc | 34,448 | $11.9M | 0.00% | +331+1.0% | Added |
| SG Capital Management LLC | 35,385 | $12.2M | 2.07% | +35,385 | New |
| Kennedy Capital Management, Inc. | 39,420 | $13.6M | 0.29% | −8,611−17.9% | Reduced |
| Norges Bank | 40,666 | $14.1M | 0.00% | −9,859−19.5% | Reduced |
| Punch & Associates Investment Management, Inc. | 40,966 | $14.2M | 0.84% | +13,985+51.8% | Added |
| Principal Financial Group Inc | 41,738 | $14.4M | 0.01% | −1,352−3.1% | Reduced |
| Robotti Robert | 42,935 | $14.9M | 2.33% | +52+0.1% | Added |
| Bessemer Group Inc | 47,037 | $16.3M | 0.03% | +12,785+37.3% | Added |
| Jacobs Levy Equity Management, Inc | 47,957 | $16.6M | 0.07% | +18,440+62.5% | Added |
| Royce & Associates LP | 51,846 | $17.9M | 0.17% | −1,699−3.2% | Reduced |
| Morgan Stanley | 55,588 | $19.2M | 0.00% | −8,514−13.3% | Reduced |
| Handelsbanken Fonder AB | 57,186 | $19.8M | 0.09% | −35,400−38.2% | Reduced |
| Ashford Capital Management Inc | 58,100 | $20.1M | 2.72% | −80−0.1% | Reduced |
| Cannell Capital LLC | 64,037 | $22.2M | 5.30% | +200.0% | Added |
| Fisher Asset Management, LLC | 65,867 | $22.8M | 0.01% | +3,378+5.4% | Added |
| Gabelli Funds LLC | 74,920 | $25.9M | 0.20% | −2,230−2.9% | Reduced |
| Northern Trust Corp | 81,884 | $28.3M | 0.00% | −7,415−8.3% | Reduced |
| Bank of New York Mellon Corp | 92,834 | $32.1M | 0.01% | −6,401−6.5% | Reduced |
| Charles Schwab Investment Management Inc | 103,518 | $35.8M | 0.01% | +2,864+2.8% | Added |
| Price T Rowe Associates Inc | 107,948 | $37.4M | 0.00% | −2,884−2.6% | Reduced |
| Ameriprise Financial Inc | 108,527 | $37.6M | 0.01% | −2,240−2.0% | Reduced |
| Schroder Investment Management Group | 110,490 | $38.2M | 0.04% | −265−0.2% | Reduced |
| FMR LLC | 126,615 | $43.8M | 0.00% | −35,959−22.1% | Reduced |
| Gamco Investors, Inc. Et Al | 140,967 | $48.8M | 0.53% | −7,100−4.8% | Reduced |
| Invesco Ltd. | 145,872 | $50.5M | 0.01% | −22,250−13.2% | Reduced |
| American Century Companies Inc | 194,274 | $67.3M | 0.04% | −2,911−1.5% | Reduced |
| Boston Trust Walden Corp | 196,046 | $67.9M | 0.50% | +1,541+0.8% | Added |
| Pacer Advisors, Inc. | 203,662 | $70.5M | 0.16% | −5,472−2.6% | Reduced |
| GW&K Investment Management, LLC | 209,981 | $72.7M | 0.66% | +3,393+1.6% | Added |
| Geode Capital Management, LLC | 211,562 | $73.2M | 0.01% | +11,762+5.9% | Added |
| Broad Bay Capital Management, LP | 215,326 | $74.5M | 10.19% | −59,674−21.7% | Reduced |
| Wellington Management Group LLP | 287,109 | $99.4M | 0.02% | −152,728−34.7% | Reduced |
| Dimensional Fund Advisors LP | 402,335 | $139.3M | 0.04% | −9,302−2.3% | Reduced |
| State Street Corp | 410,883 | $142.2M | 0.01% | +48,489+13.4% | Added |
| Capital World Investors | 605,925 | $209.8M | 0.03% | 00.0% | Unchanged |
| Vanguard Group Inc | 741,000 | $256.5M | 0.00% | −16,662−2.2% | Reduced |
| BlackRock Inc. | 1,247,002 | $431.7M | 0.01% | −25,399−2.0% | Reduced |
| EAM Investors, LLC | 0 | $0 | 0.00% | −11,050−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −6,794−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −4,492−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,406−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −1,923−100.0% | Sold out |
| State Board of Administration of Florida Retirement System | 0 | $0 | 0.00% | −1,972−100.0% | Sold out |
| Empirical Finance, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,276−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −913−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −698−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −527−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |