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 2024
Institutional positions in Cavco Industries, Inc. as of Dec 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
- 299
- +8 vs. Q3 2024
- Shares held
- 7.68M
- −68.0K (−0.9%) vs. Q3 2024
- Total value
- $3.43B
- +$108.1M (+3.3%) vs. Q3 2024
- New holders
- 35
- 107 more added
- Sold out
- 27
- 106 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,306,927 | $583.2M | 0.01% | +4560.0% | Added |
| Vanguard Group Inc | 737,593 | $329.1M | 0.01% | +1,695+0.2% | Added |
| Capital World Investors | 638,957 | $285.1M | 0.04% | −90.0% | Reduced |
| State Street Corp | 394,619 | $176.1M | 0.01% | −10,015−2.5% | Reduced |
| Dimensional Fund Advisors LP | 347,992 | $155.3M | 0.04% | −30,984−8.2% | Reduced |
| FMR LLC | 296,343 | $132.2M | 0.01% | +160,899+118.8% | Added |
| Geode Capital Management, LLC | 227,024 | $101.3M | 0.01% | +2,640+1.2% | Added |
| Boston Trust Walden Corp | 193,895 | $86.5M | 0.61% | +614+0.3% | Added |
| GW&K Investment Management, LLC | 188,715 | $84.2M | 0.72% | +1,931+1.0% | Added |
| Invesco Ltd. | 182,457 | $81.4M | 0.02% | +28,730+18.7% | Added |
| Broad Bay Capital Management, LP | 150,686 | $67.2M | 10.87% | −29,490−16.4% | Reduced |
| Wellington Management Group LLP | 132,431 | $59.1M | 0.01% | −119,592−47.5% | Reduced |
| Gamco Investors, Inc. Et Al | 116,152 | $51.8M | 0.54% | −13,285−10.3% | Reduced |
| Charles Schwab Investment Management Inc | 110,977 | $49.5M | 0.01% | +1,524+1.4% | Added |
| Price T Rowe Associates Inc | 99,651 | $44.5M | 0.01% | −5,416−5.2% | Reduced |
| Ameriprise Financial Inc | 94,986 | $42.4M | 0.01% | −7,801−7.6% | Reduced |
| Northern Trust Corp | 91,732 | $40.9M | 0.01% | +7,986+9.5% | Added |
| Cannell Capital LLC | 83,958 | $37.5M | 7.70% | +16,407+24.3% | Added |
| Morgan Stanley | 82,595 | $36.9M | 0.00% | −5,456−6.2% | Reduced |
| Schroder Investment Management Group | 73,855 | $33.0M | 0.03% | −39,375−34.8% | Reduced |
| Bank of New York Mellon Corp | 73,744 | $32.9M | 0.01% | −11,953−13.9% | Reduced |
| Fisher Asset Management, LLC | 73,511 | $32.8M | 0.01% | +2,024+2.8% | Added |
| Janus Henderson Group PLC | 72,534 | $32.4M | 0.02% | +66,120+1,030.9% | Added |
| Gabelli Funds LLC | 65,160 | $29.1M | 0.22% | −4,540−6.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 58,665 | $26.2M | 0.09% | +7,093+13.8% | Added |
| Ashford Capital Management Inc | 58,295 | $26.0M | 3.07% | +625+1.1% | Added |
| Handelsbanken Fonder AB | 57,286 | $25.6M | 0.10% | −700−1.2% | Reduced |
| Bessemer Group Inc | 50,017 | $22.3M | 0.04% | +2,040+4.3% | Added |
| Goldman Sachs Group Inc | 49,056 | $21.9M | 0.00% | +11,684+31.3% | Added |
| SG Capital Management LLC | 46,715 | $20.8M | 2.29% | −35,766−43.4% | Reduced |
| Loomis Sayles & Co L P | 45,677 | $20.4M | 0.03% | +45,677 | New |
| Royce & Associates LP | 44,175 | $19.7M | 0.18% | −6,132−12.2% | Reduced |
| JPMorgan Chase & Co | 43,590 | $19.5M | 0.00% | +7,703+21.5% | Added |
| Principal Financial Group Inc | 42,123 | $18.8M | 0.01% | +790+1.9% | Added |
| Punch & Associates Investment Management, Inc. | 41,889 | $18.7M | 1.02% | −123−0.3% | Reduced |
| Robotti Robert | 41,408 | $18.5M | 3.24% | −1,416−3.3% | Reduced |
| Norges Bank | 39,733 | $17.7M | 0.00% | +7,455+23.1% | Added |
| Osterweis Capital Management Inc | 38,501 | $17.2M | 0.80% | +2,515+7.0% | Added |
| American Century Companies Inc | 37,504 | $16.7M | 0.01% | −19,065−33.7% | Reduced |
| Envestnet Asset Management Inc | 32,357 | $14.4M | 0.00% | −88−0.3% | Reduced |
| Kennedy Capital Management, Inc. | 32,080 | $14.3M | 0.32% | +139+0.4% | Added |
| Assenagon Asset Management S.A. | 31,315 | $14.0M | 0.03% | −29,520−48.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 30,296 | $13.5M | 1.31% | +679+2.3% | Added |
| Cerity Partners LLC | 30,261 | $13.0M | 0.03% | −16,654−35.5% | Reduced |
| UBS Group AG | 23,728 | $10.6M | 0.00% | −262−1.1% | Reduced |
| Intrinsic Edge Capital Management LLC | 23,656 | $10.6M | 1.43% | −16,344−40.9% | Reduced |
| Rhumbline Advisers | 23,446 | $10.5M | 0.01% | −198−0.8% | Reduced |
| Robeco Schweiz AG | 23,200 | $10.4M | 0.22% | +2,700+13.2% | Added |
| Harbor Capital Advisors, Inc. | 23,041 | $10.3M | 0.45% | +642+2.9% | Added |
| Nuveen Asset Management, LLC | 22,892 | $10.2M | 0.00% | −1,645−6.7% | Reduced |
| Legal & General Group Plc | 22,207 | $9.91M | 0.00% | +344+1.6% | Added |
| Capital Research Global Investors | 22,104 | $9.86M | 0.00% | +22,104 | New |
| EULAV Asset Management | 20,800 | $9.28M | 0.22% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 20,240 | $9.03M | 0.04% | +2,709+15.5% | Added |
| Deutsche Bank AG | 18,818 | $8.40M | 0.00% | −318−1.7% | Reduced |
| Aviance Capital Partners, LLC | 18,569 | $8.29M | 1.15% | +1,253+7.2% | Added |
| Royal Bank of Canada | 18,017 | $8.04M | 0.00% | +2,409+15.4% | Added |
| Citigroup Inc | 17,543 | $7.83M | 0.01% | +1,315+8.1% | Added |
| Barclays PLC | 16,280 | $7.26M | 0.00% | −954−5.5% | Reduced |
| Qube Research & Technologies Ltd | 15,830 | $7.06M | 0.01% | +6,389+67.7% | Added |
| Ballast Asset Management, LP | 15,677 | $7.00M | 3.47% | −546−3.4% | Reduced |
| UBS Asset Management Americas Inc | 15,492 | $6.91M | 0.00% | +2,802+22.1% | Added |
| Allianz Asset Management GmbH | 14,603 | $6.52M | 0.01% | +938+6.9% | Added |
| Swiss National Bank | 14,600 | $6.51M | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 14,569 | $6.50M | 0.01% | +9,478+186.2% | Added |
| Raymond James Financial Inc | 13,371 | $5.97M | 0.00% | +13,371 | New |
| First Sabrepoint Capital Management LP | 12,750 | $5.69M | 2.13% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 12,733 | $5.68M | 1.94% | +12,008+1,656.3% | Added |
| Russell Investments Group, Ltd. | 12,722 | $5.68M | 0.01% | −927−6.8% | Reduced |
| Atom Investors LP | 12,515 | $5.58M | 0.69% | −5,167−29.2% | Reduced |
| Truist Financial Corp | 12,293 | $5.49M | 0.01% | +96+0.8% | Added |
| Crown Advisors Management, Inc. | 12,000 | $5.35M | 3.44% | +12,000 | New |
| AYAL Capital Advisors Ltd | 11,700 | $5.22M | 2.66% | −7,300−38.4% | Reduced |
| Franklin Resources Inc | 11,394 | $5.08M | 0.00% | +1,856+19.5% | Added |
| Prudential Financial Inc | 10,887 | $5.06M | 0.01% | +984+9.9% | Added |
| Marks Group Wealth Management, Inc | 11,226 | $5.01M | 0.49% | +89+0.8% | Added |
| Ancora Advisors, LLC | 10,070 | $4.49M | 0.10% | +40+0.4% | Added |
| Confluence Investment Management LLC | 9,603 | $4.29M | 0.06% | −222−2.3% | Reduced |
| Citadel Advisors LLC | 9,334 | $4.17M | 0.00% | +2,633+39.3% | Added |
| Watchman Group, Inc. | 9,125 | $4.07M | 1.07% | −617−6.3% | Reduced |
| Alliancebernstein L.P. | 9,006 | $4.02M | 0.00% | −570−6.0% | Reduced |
| Bank of America Corp | 8,564 | $3.82M | 0.00% | −11,370−57.0% | Reduced |
| Great West Life Assurance Co | 8,416 | $3.76M | 0.01% | −107−1.3% | Reduced |
| Thrivent Financial for Lutherans | 8,413 | $3.75M | 0.01% | −1,080−11.4% | Reduced |
| Prelude Capital Management, LLC | 8,188 | $3.65M | 0.31% | −835−9.3% | Reduced |
| First Eagle Investment Management, LLC | 8,128 | $3.63M | 0.01% | −2,900−26.3% | Reduced |
| HRT Financial LP | 7,911 | $3.53M | 0.02% | −11,756−59.8% | Reduced |
| Jane Street Group, LLC | 7,747 | $3.46M | 0.01% | +3,544+84.3% | Added |
| Allspring Global Investments Holdings, LLC | 7,624 | $3.35M | 0.01% | −4,542−37.3% | Reduced |
| Victory Capital Management Inc | 7,355 | $3.28M | 0.00% | +3,745+103.7% | Added |
| SEI Investments Co | 7,311 | $3.26M | 0.00% | −2,117−22.5% | Reduced |
| California State Teachers Retirement System | 7,008 | $3.13M | 0.00% | −111−1.6% | Reduced |
| Quantedge Capital Pte Ltd | 7,000 | $3.12M | 1.14% | −700−9.1% | Reduced |
| Man Group plc | 6,708 | $2.99M | 0.01% | −928−12.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,046 | $2.70M | 0.02% | −1,850−23.4% | Reduced |
| CI Private Wealth, LLC | 5,890 | $2.63M | 0.00% | −4,041−40.7% | Reduced |
| State of Wisconsin Investment Board | 5,511 | $2.46M | 0.01% | −282−4.9% | Reduced |
| Rafferty Asset Management, LLC | 5,483 | $2.45M | 0.01% | +1,802+49.0% | Added |
| Millennium Management LLC | 5,453 | $2.43M | 0.00% | −1,456−21.1% | Reduced |
| Anchor Capital Advisors LLC | 5,275 | $2.35M | 0.07% | +152+3.0% | Added |