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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 5,453 | $2.43M | 0.00% | −1,456−21.1% | Reduced |
| Rafferty Asset Management, LLC | 5,483 | $2.45M | 0.01% | +1,802+49.0% | Added |
| State of Wisconsin Investment Board | 5,511 | $2.46M | 0.01% | −282−4.9% | Reduced |
| CI Private Wealth, LLC | 5,890 | $2.63M | 0.00% | −4,041−40.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 6,046 | $2.70M | 0.02% | −1,850−23.4% | Reduced |
| Man Group plc | 6,708 | $2.99M | 0.01% | −928−12.2% | Reduced |
| Quantedge Capital Pte Ltd | 7,000 | $3.12M | 1.14% | −700−9.1% | Reduced |
| California State Teachers Retirement System | 7,008 | $3.13M | 0.00% | −111−1.6% | Reduced |
| SEI Investments Co | 7,311 | $3.26M | 0.00% | −2,117−22.5% | Reduced |
| Victory Capital Management Inc | 7,355 | $3.28M | 0.00% | +3,745+103.7% | Added |
| Allspring Global Investments Holdings, LLC | 7,624 | $3.35M | 0.01% | −4,542−37.3% | Reduced |
| Jane Street Group, LLC | 7,747 | $3.46M | 0.01% | +3,544+84.3% | Added |
| HRT Financial LP | 7,911 | $3.53M | 0.02% | −11,756−59.8% | Reduced |
| First Eagle Investment Management, LLC | 8,128 | $3.63M | 0.01% | −2,900−26.3% | Reduced |
| Prelude Capital Management, LLC | 8,188 | $3.65M | 0.31% | −835−9.3% | Reduced |
| Thrivent Financial for Lutherans | 8,413 | $3.75M | 0.01% | −1,080−11.4% | Reduced |
| Great West Life Assurance Co | 8,416 | $3.76M | 0.01% | −107−1.3% | Reduced |
| Bank of America Corp | 8,564 | $3.82M | 0.00% | −11,370−57.0% | Reduced |
| Alliancebernstein L.P. | 9,006 | $4.02M | 0.00% | −570−6.0% | Reduced |
| Watchman Group, Inc. | 9,125 | $4.07M | 1.07% | −617−6.3% | Reduced |
| Citadel Advisors LLC | 9,334 | $4.17M | 0.00% | +2,633+39.3% | Added |
| Confluence Investment Management LLC | 9,603 | $4.29M | 0.06% | −222−2.3% | Reduced |
| Ancora Advisors, LLC | 10,070 | $4.49M | 0.10% | +40+0.4% | Added |
| Marks Group Wealth Management, Inc | 11,226 | $5.01M | 0.49% | +89+0.8% | Added |
| Prudential Financial Inc | 10,887 | $5.06M | 0.01% | +984+9.9% | Added |
| Franklin Resources Inc | 11,394 | $5.08M | 0.00% | +1,856+19.5% | Added |
| AYAL Capital Advisors Ltd | 11,700 | $5.22M | 2.66% | −7,300−38.4% | Reduced |
| Crown Advisors Management, Inc. | 12,000 | $5.35M | 3.44% | +12,000 | New |
| Truist Financial Corp | 12,293 | $5.49M | 0.01% | +96+0.8% | Added |
| Atom Investors LP | 12,515 | $5.58M | 0.69% | −5,167−29.2% | Reduced |
| Russell Investments Group, Ltd. | 12,722 | $5.68M | 0.01% | −927−6.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 12,733 | $5.68M | 1.94% | +12,008+1,656.3% | Added |
| First Sabrepoint Capital Management LP | 12,750 | $5.69M | 2.13% | 00.0% | Unchanged |
| Raymond James Financial Inc | 13,371 | $5.97M | 0.00% | +13,371 | New |
| Arrowstreet Capital, Limited Partnership | 14,569 | $6.50M | 0.01% | +9,478+186.2% | Added |
| Swiss National Bank | 14,600 | $6.51M | 0.00% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 14,603 | $6.52M | 0.01% | +938+6.9% | Added |
| UBS Asset Management Americas Inc | 15,492 | $6.91M | 0.00% | +2,802+22.1% | Added |
| Ballast Asset Management, LP | 15,677 | $7.00M | 3.47% | −546−3.4% | Reduced |
| Qube Research & Technologies Ltd | 15,830 | $7.06M | 0.01% | +6,389+67.7% | Added |
| Barclays PLC | 16,280 | $7.26M | 0.00% | −954−5.5% | Reduced |
| Citigroup Inc | 17,543 | $7.83M | 0.01% | +1,315+8.1% | Added |
| Royal Bank of Canada | 18,017 | $8.04M | 0.00% | +2,409+15.4% | Added |
| Aviance Capital Partners, LLC | 18,569 | $8.29M | 1.15% | +1,253+7.2% | Added |
| Deutsche Bank AG | 18,818 | $8.40M | 0.00% | −318−1.7% | Reduced |
| Public Sector Pension Investment Board | 20,240 | $9.03M | 0.04% | +2,709+15.5% | Added |
| EULAV Asset Management | 20,800 | $9.28M | 0.22% | 00.0% | Unchanged |
| Capital Research Global Investors | 22,104 | $9.86M | 0.00% | +22,104 | New |
| Legal & General Group Plc | 22,207 | $9.91M | 0.00% | +344+1.6% | Added |
| Nuveen Asset Management, LLC | 22,892 | $10.2M | 0.00% | −1,645−6.7% | Reduced |
| Harbor Capital Advisors, Inc. | 23,041 | $10.3M | 0.45% | +642+2.9% | Added |
| Robeco Schweiz AG | 23,200 | $10.4M | 0.22% | +2,700+13.2% | Added |
| Rhumbline Advisers | 23,446 | $10.5M | 0.01% | −198−0.8% | Reduced |
| Intrinsic Edge Capital Management LLC | 23,656 | $10.6M | 1.43% | −16,344−40.9% | Reduced |
| UBS Group AG | 23,728 | $10.6M | 0.00% | −262−1.1% | Reduced |
| Cerity Partners LLC | 30,261 | $13.0M | 0.03% | −16,654−35.5% | Reduced |
| Neumeier Poma Investment Counsel LLC | 30,296 | $13.5M | 1.31% | +679+2.3% | Added |
| Assenagon Asset Management S.A. | 31,315 | $14.0M | 0.03% | −29,520−48.5% | Reduced |
| Kennedy Capital Management, Inc. | 32,080 | $14.3M | 0.32% | +139+0.4% | Added |
| Envestnet Asset Management Inc | 32,357 | $14.4M | 0.00% | −88−0.3% | Reduced |
| American Century Companies Inc | 37,504 | $16.7M | 0.01% | −19,065−33.7% | Reduced |
| Osterweis Capital Management Inc | 38,501 | $17.2M | 0.80% | +2,515+7.0% | Added |
| Norges Bank | 39,733 | $17.7M | 0.00% | +7,455+23.1% | Added |
| Robotti Robert | 41,408 | $18.5M | 3.24% | −1,416−3.3% | Reduced |
| Punch & Associates Investment Management, Inc. | 41,889 | $18.7M | 1.02% | −123−0.3% | Reduced |
| Principal Financial Group Inc | 42,123 | $18.8M | 0.01% | +790+1.9% | Added |
| JPMorgan Chase & Co | 43,590 | $19.5M | 0.00% | +7,703+21.5% | Added |
| Royce & Associates LP | 44,175 | $19.7M | 0.18% | −6,132−12.2% | Reduced |
| Loomis Sayles & Co L P | 45,677 | $20.4M | 0.03% | +45,677 | New |
| SG Capital Management LLC | 46,715 | $20.8M | 2.29% | −35,766−43.4% | Reduced |
| Goldman Sachs Group Inc | 49,056 | $21.9M | 0.00% | +11,684+31.3% | Added |
| Bessemer Group Inc | 50,017 | $22.3M | 0.04% | +2,040+4.3% | Added |
| Handelsbanken Fonder AB | 57,286 | $25.6M | 0.10% | −700−1.2% | Reduced |
| Ashford Capital Management Inc | 58,295 | $26.0M | 3.07% | +625+1.1% | Added |
| Jacobs Levy Equity Management, Inc | 58,665 | $26.2M | 0.09% | +7,093+13.8% | Added |
| Gabelli Funds LLC | 65,160 | $29.1M | 0.22% | −4,540−6.5% | Reduced |
| Janus Henderson Group PLC | 72,534 | $32.4M | 0.02% | +66,120+1,030.9% | Added |
| Fisher Asset Management, LLC | 73,511 | $32.8M | 0.01% | +2,024+2.8% | Added |
| Bank of New York Mellon Corp | 73,744 | $32.9M | 0.01% | −11,953−13.9% | Reduced |
| Schroder Investment Management Group | 73,855 | $33.0M | 0.03% | −39,375−34.8% | Reduced |
| Morgan Stanley | 82,595 | $36.9M | 0.00% | −5,456−6.2% | Reduced |
| Cannell Capital LLC | 83,958 | $37.5M | 7.70% | +16,407+24.3% | Added |
| Northern Trust Corp | 91,732 | $40.9M | 0.01% | +7,986+9.5% | Added |
| Ameriprise Financial Inc | 94,986 | $42.4M | 0.01% | −7,801−7.6% | Reduced |
| Price T Rowe Associates Inc | 99,651 | $44.5M | 0.01% | −5,416−5.2% | Reduced |
| Charles Schwab Investment Management Inc | 110,977 | $49.5M | 0.01% | +1,524+1.4% | Added |
| Gamco Investors, Inc. Et Al | 116,152 | $51.8M | 0.54% | −13,285−10.3% | Reduced |
| Wellington Management Group LLP | 132,431 | $59.1M | 0.01% | −119,592−47.5% | Reduced |
| Broad Bay Capital Management, LP | 150,686 | $67.2M | 10.87% | −29,490−16.4% | Reduced |
| Invesco Ltd. | 182,457 | $81.4M | 0.02% | +28,730+18.7% | Added |
| GW&K Investment Management, LLC | 188,715 | $84.2M | 0.72% | +1,931+1.0% | Added |
| Boston Trust Walden Corp | 193,895 | $86.5M | 0.61% | +614+0.3% | Added |
| Geode Capital Management, LLC | 227,024 | $101.3M | 0.01% | +2,640+1.2% | Added |
| FMR LLC | 296,343 | $132.2M | 0.01% | +160,899+118.8% | Added |
| Dimensional Fund Advisors LP | 347,992 | $155.3M | 0.04% | −30,984−8.2% | Reduced |
| State Street Corp | 394,619 | $176.1M | 0.01% | −10,015−2.5% | Reduced |
| Capital World Investors | 638,957 | $285.1M | 0.04% | −90.0% | Reduced |
| Vanguard Group Inc | 737,593 | $329.1M | 0.01% | +1,695+0.2% | Added |
| BlackRock, Inc. | 1,306,927 | $583.2M | 0.01% | +4560.0% | Added |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,805−100.0% | Sold out |