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 2024
Institutional positions in Cavco Industries, Inc. as of Sep 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
- 293
- +22 vs. Q2 2024
- Shares held
- 7.76M
- +1.17M (+17.8%) vs. Q2 2024
- Total value
- $3.32B
- +$1.04B (+45.7%) vs. Q2 2024
- New holders
- 48
- 99 more added
- Sold out
- 26
- 104 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,306,471 | $559.5M | 0.01% | +1,306,471 | New |
| Vanguard Group Inc | 735,898 | $315.1M | 0.01% | −5,102−0.7% | Reduced |
| Capital World Investors | 638,966 | $273.6M | 0.04% | +33,041+5.5% | Added |
| State Street Corp | 404,634 | $173.3M | 0.01% | −6,249−1.5% | Reduced |
| Dimensional Fund Advisors LP | 378,976 | $162.3M | 0.04% | −23,359−5.8% | Reduced |
| Wellington Management Group LLP | 252,023 | $107.9M | 0.02% | −35,086−12.2% | Reduced |
| Geode Capital Management, LLC | 224,384 | $96.1M | 0.01% | +12,822+6.1% | Added |
| Boston Trust Walden Corp | 193,281 | $82.8M | 0.58% | −2,765−1.4% | Reduced |
| GW&K Investment Management, LLC | 186,784 | $80.0M | 0.68% | −23,197−11.0% | Reduced |
| Broad Bay Capital Management, LP | 180,176 | $77.2M | 10.60% | −35,150−16.3% | Reduced |
| Invesco Ltd. | 153,727 | $65.8M | 0.01% | +7,855+5.4% | Added |
| FMR LLC | 135,444 | $58.0M | 0.00% | +8,829+7.0% | Added |
| Gamco Investors, Inc. Et Al | 129,437 | $55.4M | 0.57% | −11,530−8.2% | Reduced |
| Schroder Investment Management Group | 113,230 | $48.9M | 0.05% | +2,740+2.5% | Added |
| Charles Schwab Investment Management Inc | 109,453 | $46.9M | 0.01% | +5,935+5.7% | Added |
| Price T Rowe Associates Inc | 105,067 | $45.0M | 0.01% | −2,881−2.7% | Reduced |
| Ameriprise Financial Inc | 102,787 | $44.0M | 0.01% | −5,740−5.3% | Reduced |
| Morgan Stanley | 88,051 | $37.7M | 0.00% | +32,463+58.4% | Added |
| Bank of New York Mellon Corp | 85,697 | $36.7M | 0.01% | −7,137−7.7% | Reduced |
| Northern Trust Corp | 83,746 | $35.9M | 0.01% | +1,862+2.3% | Added |
| SG Capital Management LLC | 82,481 | $35.3M | 5.11% | +47,096+133.1% | Added |
| Fisher Asset Management, LLC | 71,487 | $30.6M | 0.01% | +5,620+8.5% | Added |
| Gabelli Funds LLC | 69,700 | $29.8M | 0.22% | −5,220−7.0% | Reduced |
| Cannell Capital LLC | 67,551 | $28.9M | 6.34% | +3,514+5.5% | Added |
| Assenagon Asset Management S.A. | 60,835 | $26.1M | 0.05% | +57,278+1,610.3% | Added |
| Handelsbanken Fonder AB | 57,986 | $24.8M | 0.10% | +800+1.4% | Added |
| Ashford Capital Management Inc | 57,670 | $24.7M | 3.08% | −430−0.7% | Reduced |
| American Century Companies Inc | 56,569 | $24.2M | 0.01% | −137,705−70.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 51,572 | $22.1M | 0.09% | +3,615+7.5% | Added |
| Royce & Associates LP | 50,307 | $21.5M | 0.20% | −1,539−3.0% | Reduced |
| Bessemer Group Inc | 47,977 | $20.5M | 0.03% | +940+2.0% | Added |
| Cerity Partners LLC | 46,915 | $20.1M | 0.04% | +22,451+91.8% | Added |
| Robotti Robert | 42,824 | $18.3M | 2.79% | −111−0.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 42,012 | $18.0M | 1.00% | +1,046+2.6% | Added |
| Principal Financial Group Inc | 41,333 | $17.7M | 0.01% | −405−1.0% | Reduced |
| Intrinsic Edge Capital Management LLC | 40,000 | $17.1M | 2.12% | +40,000 | New |
| Goldman Sachs Group Inc | 37,372 | $16.0M | 0.00% | +9,433+33.8% | Added |
| Osterweis Capital Management Inc | 35,986 | $15.4M | 0.78% | +6,714+22.9% | Added |
| JPMorgan Chase & Co | 35,887 | $15.4M | 0.00% | +12,780+55.3% | Added |
| Envestnet Asset Management Inc | 32,445 | $13.9M | 0.00% | −2,003−5.8% | Reduced |
| Norges Bank | 32,278 | $13.8M | 0.00% | −8,388−20.6% | Reduced |
| Kennedy Capital Management, Inc. | 31,941 | $13.7M | 0.30% | −7,479−19.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 29,617 | $12.7M | 1.21% | +12,032+68.4% | Added |
| Nuveen Asset Management, LLC | 24,537 | $10.5M | 0.00% | −187−0.8% | Reduced |
| UBS Group AG | 23,990 | $10.3M | 0.00% | +6,319+35.8% | Added |
| Rhumbline Advisers | 23,644 | $10.1M | 0.01% | −230−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 22,399 | $9.59M | 0.42% | +13,331+147.0% | Added |
| Nicholas Investment Partners, LP | 22,298 | $9.55M | 0.88% | +8,807+65.3% | Added |
| Legal & General Group Plc | 21,863 | $9.36M | 0.00% | +496+2.3% | Added |
| EULAV Asset Management | 20,800 | $8.91M | 0.22% | 00.0% | Unchanged |
| Robeco Schweiz AG | 20,500 | $8.78M | 0.16% | +2,500+13.9% | Added |
| Bank of America Corp | 19,934 | $8.54M | 0.00% | +7,072+55.0% | Added |
| HRT Financial LP | 19,667 | $8.42M | 0.04% | +19,667 | New |
| Deutsche Bank AG | 19,136 | $8.19M | 0.00% | +2,067+12.1% | Added |
| AYAL Capital Advisors Ltd | 19,000 | $8.14M | 4.68% | −10,861−36.4% | Reduced |
| Atom Investors LP | 17,682 | $7.57M | 0.79% | +17,682 | New |
| Public Sector Pension Investment Board | 17,531 | $7.51M | 0.04% | +500+2.9% | Added |
| Aviance Capital Partners, LLC | 17,316 | $7.42M | 0.98% | +122+0.7% | Added |
| Barclays PLC | 17,234 | $7.38M | 0.00% | +10,656+162.0% | Added |
| Citigroup Inc | 16,228 | $6.95M | 0.01% | +6,203+61.9% | Added |
| Ballast Asset Management, LP | 16,223 | $6.95M | 3.55% | −234−1.4% | Reduced |
| Royal Bank of Canada | 15,608 | $6.68M | 0.00% | +6,540+72.1% | Added |
| Balyasny Asset Management LLC | 15,101 | $6.47M | 0.02% | +10,537+230.9% | Added |
| Twinbeech Capital LP | 14,805 | $6.34M | 0.12% | +14,805 | New |
| Swiss National Bank | 14,600 | $6.25M | 0.00% | −200−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 13,727 | $5.88M | 0.06% | +7,393+116.7% | Added |
| Allianz Asset Management GmbH | 13,665 | $5.85M | 0.01% | −861−5.9% | Reduced |
| Russell Investments Group, Ltd. | 13,649 | $5.85M | 0.01% | +4,543+49.9% | Added |
| First Sabrepoint Capital Management LP | 12,750 | $5.46M | 2.11% | −1,950−13.3% | Reduced |
| UBS Asset Management Americas Inc | 12,690 | $5.43M | 0.00% | −1,972−13.4% | Reduced |
| Raymond James & Associates | 12,442 | $5.33M | 0.00% | −696−5.3% | Reduced |
| Truist Financial Corp | 12,197 | $5.22M | 0.01% | −1,061−8.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,166 | $5.21M | 0.01% | −3,056−20.1% | Reduced |
| Marks Group Wealth Management, Inc | 11,137 | $4.77M | 0.46% | +3,106+38.7% | Added |
| First Eagle Investment Management, LLC | 11,028 | $4.72M | 0.01% | −400−3.5% | Reduced |
| Ancora Advisors, LLC | 10,030 | $4.30M | 0.10% | −950−8.7% | Reduced |
| CI Private Wealth, LLC | 9,931 | $4.25M | 0.01% | −3,059−23.5% | Reduced |
| Prudential Financial Inc | 9,903 | $4.24M | 0.01% | +664+7.2% | Added |
| Confluence Investment Management LLC | 9,825 | $4.21M | 0.06% | −409−4.0% | Reduced |
| Watchman Group, Inc. | 9,742 | $4.17M | 1.09% | −43−0.4% | Reduced |
| Franklin Resources Inc | 9,538 | $4.15M | 0.00% | −1,898−16.6% | Reduced |
| Alliancebernstein L.P. | 9,576 | $4.10M | 0.00% | +10.0% | Added |
| Thrivent Financial for Lutherans | 9,493 | $4.07M | 0.01% | +37+0.4% | Added |
| Qube Research & Technologies Ltd | 9,441 | $4.04M | 0.01% | −15,524−62.2% | Reduced |
| SEI Investments Co | 9,428 | $4.04M | 0.01% | −4,143−30.5% | Reduced |
| Prelude Capital Management, LLC | 9,023 | $3.86M | 0.30% | +826+10.1% | Added |
| Edgestream Partners, L.P. | 8,893 | $3.81M | 0.17% | −3,369−27.5% | Reduced |
| Tudor Investment Corp Et Al | 8,571 | $3.67M | 0.04% | +5,952+227.3% | Added |
| Great West Life Assurance Co | 8,523 | $3.65M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 7,896 | $3.38M | 0.03% | +805+11.4% | Added |
| BNP Paribas Arbitrage, SA | 7,809 | $3.34M | 0.00% | +1,586+25.5% | Added |
| Quantedge Capital Pte Ltd | 7,700 | $3.30M | 0.98% | −11,500−59.9% | Reduced |
| Man Group plc | 7,636 | $3.27M | 0.01% | +3,031+65.8% | Added |
| Holocene Advisors, LP | 7,603 | $3.26M | 0.01% | +1,476+24.1% | Added |
| California State Teachers Retirement System | 7,119 | $3.05M | 0.00% | −274−3.7% | Reduced |
| Millennium Management LLC | 6,909 | $2.96M | 0.00% | −1,965−22.1% | Reduced |
| Citadel Advisors LLC | 6,701 | $2.87M | 0.00% | −8,462−55.8% | Reduced |
| Janus Henderson Group PLC | 6,414 | $2.75M | 0.00% | −651−9.2% | Reduced |
| TD Asset Management Inc | 6,100 | $2.63M | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,015 | $2.58M | 0.00% | +324+5.7% | Added |