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, Q1 2025
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2025. 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
- 334
- +37 vs. Q4 2024
- Shares held
- 7.67M
- +14.4K (+0.2%) vs. Q4 2024
- Total value
- $3.98B
- +$568.7M (+16.7%) vs. Q4 2024
- New holders
- 55
- 110 more added
- Sold out
- 18
- 116 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,256,849 | $653.1M | 0.01% | −50,078−3.8% | Reduced |
| Vanguard Group Inc | 774,842 | $402.6M | 0.01% | +37,249+5.1% | Added |
| Capital World Investors | 639,016 | $332.1M | 0.05% | +590.0% | Added |
| State Street Corp | 358,845 | $186.5M | 0.01% | −35,774−9.1% | Reduced |
| FMR LLC | 339,725 | $176.5M | 0.01% | +43,382+14.6% | Added |
| Dimensional Fund Advisors LP | 286,947 | $149.1M | 0.04% | −61,045−17.5% | Reduced |
| Geode Capital Management, LLC | 230,164 | $119.6M | 0.01% | +3,140+1.4% | Added |
| Invesco Ltd. | 196,210 | $102.0M | 0.02% | +13,753+7.5% | Added |
| Boston Trust Walden Corp | 191,822 | $99.7M | 0.73% | −2,073−1.1% | Reduced |
| GW&K Investment Management, LLC | 190,227 | $98.8M | 0.92% | +1,512+0.8% | Added |
| Broad Bay Capital Management, LP | 178,189 | $92.6M | 13.91% | +27,503+18.3% | Added |
| Ameriprise Financial Inc | 155,765 | $80.9M | 0.02% | +60,779+64.0% | Added |
| Charles Schwab Investment Management Inc | 109,367 | $56.8M | 0.01% | −1,610−1.5% | Reduced |
| Wellington Management Group LLP | 105,091 | $54.6M | 0.01% | −27,340−20.6% | Reduced |
| Gamco Investors, Inc. Et Al | 102,020 | $53.0M | 0.58% | −14,132−12.2% | Reduced |
| Price T Rowe Associates Inc | 100,949 | $52.5M | 0.01% | +1,298+1.3% | Added |
| Northern Trust Corp | 89,642 | $46.6M | 0.01% | −2,090−2.3% | Reduced |
| Janus Henderson Group PLC | 87,794 | $45.1M | 0.02% | +15,260+21.0% | Added |
| Morgan Stanley | 79,647 | $41.4M | 0.00% | −2,948−3.6% | Reduced |
| Schroder Investment Management Group | 73,528 | $37.8M | 0.04% | −327−0.4% | Reduced |
| Fisher Asset Management, LLC | 72,479 | $37.7M | 0.02% | −1,032−1.4% | Reduced |
| Bank of New York Mellon Corp | 56,065 | $29.1M | 0.01% | −17,679−24.0% | Reduced |
| Ashford Capital Management Inc | 55,465 | $28.8M | 3.72% | −2,830−4.9% | Reduced |
| Handelsbanken Fonder AB | 54,286 | $28.2M | 0.12% | −3,000−5.2% | Reduced |
| Gabelli Funds LLC | 54,280 | $28.2M | 0.21% | −10,880−16.7% | Reduced |
| Loomis Sayles & Co L P | 54,062 | $28.1M | 0.04% | +8,385+18.4% | Added |
| Bessemer Group Inc | 52,193 | $27.1M | 0.05% | +2,176+4.4% | Added |
| Cannell Capital LLC | 50,520 | $26.3M | 8.86% | −33,438−39.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 44,811 | $23.3M | 2.50% | +14,515+47.9% | Added |
| Principal Financial Group Inc | 42,761 | $22.2M | 0.01% | +638+1.5% | Added |
| Punch & Associates Investment Management, Inc. | 42,522 | $22.1M | 1.45% | +633+1.5% | Added |
| Robotti Robert | 40,343 | $21.0M | 4.20% | −1,065−2.6% | Reduced |
| Millennium Management LLC | 39,721 | $20.6M | 0.02% | +34,268+628.4% | Added |
| Intrinsic Edge Capital Management LLC | 39,511 | $20.5M | 4.30% | +15,855+67.0% | Added |
| Royce & Associates LP | 38,134 | $19.8M | 0.21% | −6,041−13.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 34,612 | $18.0M | 0.07% | −24,053−41.0% | Reduced |
| Osterweis Capital Management Inc | 33,337 | $17.3M | 0.86% | −5,164−13.4% | Reduced |
| Goldman Sachs Group Inc | 32,522 | $16.9M | 0.00% | −16,534−33.7% | Reduced |
| Envestnet Asset Management Inc | 32,322 | $16.8M | 0.01% | −35−0.1% | Reduced |
| SG Capital Management LLC | 31,667 | $16.5M | 1.65% | −15,048−32.2% | Reduced |
| Cerity Partners LLC | 30,557 | $15.9M | 0.03% | +296+1.0% | Added |
| JPMorgan Chase & Co | 30,057 | $15.6M | 0.00% | −13,533−31.0% | Reduced |
| Public Sector Pension Investment Board | 28,786 | $15.0M | 0.06% | +8,546+42.2% | Added |
| Assenagon Asset Management S.A. | 25,997 | $13.5M | 0.02% | −5,318−17.0% | Reduced |
| Robeco Schweiz AG | 25,300 | $13.1M | 0.32% | +2,100+9.1% | Added |
| Rhumbline Advisers | 23,210 | $12.1M | 0.01% | −236−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 22,904 | $11.9M | 0.54% | −137−0.6% | Reduced |
| Nuveen, LLC | 22,609 | $11.7M | 0.00% | +22,609 | New |
| Capital Research Global Investors | 22,104 | $11.5M | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 21,393 | $11.1M | 0.00% | −814−3.7% | Reduced |
| Neuberger Berman Group LLC | 21,297 | $11.1M | 0.01% | +19,814+1,336.1% | Added |
| Jane Street Group, LLC | 21,060 | $10.9M | 0.02% | +13,313+171.8% | Added |
| EULAV Asset Management | 20,800 | $10.8M | 0.27% | 00.0% | Unchanged |
| UBS Group AG | 20,382 | $10.6M | 0.00% | −3,346−14.1% | Reduced |
| Citigroup Inc | 19,809 | $10.3M | 0.01% | +2,266+12.9% | Added |
| Royal Bank of Canada | 18,951 | $9.85M | 0.00% | +934+5.2% | Added |
| Bank of America Corp | 17,879 | $9.29M | 0.00% | +9,315+108.8% | Added |
| UBS Asset Management Americas Inc | 17,876 | $9.29M | 0.00% | +2,384+15.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 16,466 | $8.56M | 0.02% | +16,466 | New |
| Barclays PLC | 16,351 | $8.50M | 0.00% | +71+0.4% | Added |
| Ballast Asset Management, LP | 15,911 | $8.27M | 4.36% | +234+1.5% | Added |
| Kennedy Capital Management, Inc. | 15,807 | $8.21M | 0.20% | −16,273−50.7% | Reduced |
| First Sabrepoint Capital Management LP | 15,000 | $7.79M | 3.26% | +2,250+17.6% | Added |
| Victory Capital Management Inc | 14,953 | $7.77M | 0.01% | +7,598+103.3% | Added |
| Swiss National Bank | 14,900 | $7.74M | 0.01% | +300+2.1% | Added |
| Interval Partners, LP | 14,895 | $7.74M | 0.27% | +14,895 | New |
| Allianz Asset Management GmbH | 14,706 | $7.64M | 0.01% | +103+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 14,229 | $7.39M | 0.05% | +14,229 | New |
| Deutsche Bank AG | 14,048 | $7.30M | 0.00% | −4,770−25.3% | Reduced |
| Norges Bank | 13,857 | $7.20M | 0.00% | −25,876−65.1% | Reduced |
| Aviance Capital Partners, LLC | 13,752 | $7.15M | 1.01% | −4,817−25.9% | Reduced |
| Point72 Asset Management, L.P. | 13,485 | $7.01M | 0.02% | +13,485 | New |
| Westbourne Investment Advisors, Inc. | 12,944 | $6.73M | 2.39% | +211+1.7% | Added |
| Raymond James Financial Inc | 12,551 | $6.52M | 0.00% | −820−6.1% | Reduced |
| Truist Financial Corp | 12,385 | $6.44M | 0.01% | +92+0.7% | Added |
| Allspring Global Investments Holdings, LLC | 12,403 | $6.40M | 0.01% | +4,779+62.7% | Added |
| Russell Investments Group, Ltd. | 12,268 | $6.37M | 0.01% | −454−3.6% | Reduced |
| Citadel Advisors LLC | 11,518 | $5.99M | 0.01% | +2,184+23.4% | Added |
| Susquehanna International Group, LLP | 11,259 | $5.85M | 0.01% | +6,264+125.4% | Added |
| Franklin Resources Inc | 10,933 | $5.68M | 0.00% | −461−4.0% | Reduced |
| Prudential Financial Inc | 10,914 | $5.67M | 0.01% | +27+0.2% | Added |
| Marks Group Wealth Management, Inc | 10,820 | $5.62M | 0.54% | −406−3.6% | Reduced |
| American Century Companies Inc | 10,678 | $5.55M | 0.00% | −26,826−71.5% | Reduced |
| Quantedge Capital Pte Ltd | 10,400 | $5.40M | 1.71% | +3,400+48.6% | Added |
| Ancora Advisors, LLC | 9,900 | $5.14M | 0.11% | −170−1.7% | Reduced |
| Atom Investors LP | 9,556 | $4.97M | 0.61% | −2,959−23.6% | Reduced |
| State of Wisconsin Investment Board | 9,123 | $4.74M | 0.01% | +3,612+65.5% | Added |
| Alliancebernstein L.P. | 9,006 | $4.68M | 0.00% | 00.0% | Unchanged |
| EAM Investors, LLC | 8,621 | $4.48M | 0.77% | +8,621 | New |
| Confluence Investment Management LLC | 8,359 | $4.34M | 0.06% | −1,244−13.0% | Reduced |
| Watchman Group, Inc. | 8,164 | $4.24M | 1.19% | −961−10.5% | Reduced |
| Wells Fargo & Company | 8,104 | $4.21M | 0.00% | +3,914+93.4% | Added |
| Thrivent Financial for Lutherans | 8,033 | $4.17M | 0.01% | −380−4.5% | Reduced |
| Great West Life Assurance Co | 7,666 | $3.98M | 0.01% | −750−8.9% | Reduced |
| Tudor Investment Corp Et Al | 7,443 | $3.87M | 0.03% | +7,443 | New |
| First Trust Advisors LP | 7,227 | $3.76M | 0.00% | +2,428+50.6% | Added |
| Zacks Investment Management | 6,985 | $3.63M | 0.03% | +6,985 | New |
| California State Teachers Retirement System | 6,921 | $3.60M | 0.00% | −87−1.2% | Reduced |
| Man Group plc | 6,708 | $3.49M | 0.01% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 6,046 | $3.14M | 0.03% | 00.0% | Unchanged |