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 2025
Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
- 315
- −15 vs. Q1 2025
- Shares held
- 7.58M
- −79.5K (−1.0%) vs. Q1 2025
- Total value
- $3.29B
- −$685.2M (−17.2%) vs. Q1 2025
- New holders
- 41
- 104 more added
- Sold out
- 56
- 137 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,196,525 | $519.8M | 0.01% | −60,324−4.8% | Reduced |
| Vanguard Group Inc | 804,106 | $349.3M | 0.01% | +29,264+3.8% | Added |
| Capital World Investors | 639,505 | $277.8M | 0.04% | +489+0.1% | Added |
| FMR LLC | 506,703 | $220.1M | 0.01% | +166,978+49.2% | Added |
| State Street Corp | 380,682 | $165.4M | 0.01% | +21,837+6.1% | Added |
| Dimensional Fund Advisors LP | 230,466 | $100.1M | 0.02% | −56,481−19.7% | Reduced |
| Geode Capital Management, LLC | 227,927 | $99.0M | 0.01% | −2,237−1.0% | Reduced |
| Boston Partners | 201,947 | $87.8M | 0.10% | +198,256+5,371.3% | Added |
| Broad Bay Capital Management, LP | 169,855 | $73.8M | 10.38% | −8,334−4.7% | Reduced |
| GW&K Investment Management, LLC | 165,526 | $71.9M | 0.64% | −24,701−13.0% | Reduced |
| Boston Trust Walden Corp | 163,206 | $70.9M | 0.51% | −28,616−14.9% | Reduced |
| Ameriprise Financial Inc | 146,073 | $63.5M | 0.02% | −9,692−6.2% | Reduced |
| Schroder Investment Management Group | 130,106 | $56.5M | 0.05% | +56,578+76.9% | Added |
| Invesco Ltd. | 129,827 | $56.4M | 0.01% | −66,383−33.8% | Reduced |
| Charles Schwab Investment Management Inc | 103,483 | $45.0M | 0.01% | −5,884−5.4% | Reduced |
| Price T Rowe Associates Inc | 101,233 | $44.0M | 0.00% | +284+0.3% | Added |
| Gamco Investors, Inc. Et Al | 99,383 | $43.2M | 0.43% | −2,637−2.6% | Reduced |
| Northern Trust Corp | 84,937 | $36.9M | 0.01% | −4,705−5.2% | Reduced |
| Handelsbanken Fonder AB | 76,586 | $33.3M | 0.12% | +22,300+41.1% | Added |
| Janus Henderson Group PLC | 72,609 | $31.5M | 0.02% | −15,185−17.3% | Reduced |
| Morgan Stanley | 68,711 | $29.9M | 0.00% | −10,936−13.7% | Reduced |
| Bank of New York Mellon Corp | 63,967 | $27.8M | 0.01% | +7,902+14.1% | Added |
| Ashford Capital Management Inc | 54,973 | $23.9M | 2.81% | −492−0.9% | Reduced |
| Bessemer Group Inc | 54,618 | $23.7M | 0.04% | +2,425+4.6% | Added |
| Loomis Sayles & Co L P | 52,726 | $22.9M | 0.03% | −1,336−2.5% | Reduced |
| Gabelli Funds LLC | 49,180 | $21.4M | 0.15% | −5,100−9.4% | Reduced |
| Cannell Capital LLC | 47,448 | $20.6M | 6.44% | −3,072−6.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 42,675 | $18.5M | 1.14% | +153+0.4% | Added |
| Principal Financial Group Inc | 42,048 | $18.3M | 0.01% | −713−1.7% | Reduced |
| Royce & Associates LP | 37,224 | $16.2M | 0.17% | −910−2.4% | Reduced |
| Robotti Robert | 36,162 | $15.7M | 2.95% | −4,181−10.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 33,790 | $14.7M | 0.06% | −822−2.4% | Reduced |
| Public Sector Pension Investment Board | 30,395 | $13.2M | 0.06% | +1,609+5.6% | Added |
| First Sabrepoint Capital Management LP | 30,000 | $13.0M | 5.58% | +15,000+100.0% | Added |
| Cerity Partners LLC | 29,748 | $12.9M | 0.02% | −809−2.6% | Reduced |
| Goldman Sachs Group Inc | 29,605 | $12.9M | 0.00% | −2,917−9.0% | Reduced |
| Neumeier Poma Investment Counsel LLC | 28,816 | $12.5M | 1.17% | −15,995−35.7% | Reduced |
| Envestnet Asset Management Inc | 27,963 | $12.1M | 0.00% | −4,359−13.5% | Reduced |
| Fisher Asset Management, LLC | 27,682 | $12.0M | 0.00% | −44,797−61.8% | Reduced |
| Man Group plc | 26,647 | $11.6M | 0.03% | +19,939+297.2% | Added |
| Bank of America Corp | 26,264 | $11.4M | 0.00% | +8,385+46.9% | Added |
| UBS Asset Management Americas Inc | 24,554 | $10.7M | 0.00% | +6,678+37.4% | Added |
| Harbor Capital Advisors, Inc. | 23,791 | $10.3M | 0.43% | +887+3.9% | Added |
| Jump Financial, LLC | 23,070 | $10.0M | 0.12% | +22,337+3,047.3% | Added |
| Rhumbline Advisers | 22,918 | $9.96M | 0.01% | −292−1.3% | Reduced |
| Robeco Schweiz AG | 22,700 | $9.86M | 0.23% | −2,600−10.3% | Reduced |
| Capital Research Global Investors | 22,104 | $9.60M | 0.00% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 22,088 | $9.60M | 0.01% | +791+3.7% | Added |
| Legal & General Group Plc | 21,817 | $9.48M | 0.00% | +424+2.0% | Added |
| Voloridge Investment Management, LLC | 21,654 | $9.41M | 0.03% | +21,654 | New |
| Barclays PLC | 21,639 | $9.40M | 0.00% | +5,288+32.3% | Added |
| Qube Research & Technologies Ltd | 20,810 | $9.04M | 0.01% | +17,840+600.7% | Added |
| EULAV Asset Management | 20,800 | $9.04M | 0.21% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 19,544 | $8.49M | 0.02% | +18,697+2,207.4% | Added |
| Nuveen, LLC | 18,551 | $8.06M | 0.00% | −4,058−17.9% | Reduced |
| JPMorgan Chase & Co | 18,363 | $7.98M | 0.00% | −11,694−38.9% | Reduced |
| Royal Bank of Canada | 17,963 | $7.80M | 0.00% | −988−5.2% | Reduced |
| UBS Group AG | 17,829 | $7.75M | 0.00% | −2,553−12.5% | Reduced |
| Citigroup Inc | 17,610 | $7.65M | 0.01% | −2,199−11.1% | Reduced |
| Citadel Advisors LLC | 17,290 | $7.51M | 0.01% | +5,772+50.1% | Added |
| Raymond James Financial Inc | 16,507 | $7.17M | 0.00% | +3,956+31.5% | Added |
| Allianz Asset Management GmbH | 16,306 | $7.08M | 0.01% | +1,600+10.9% | Added |
| Teacher Retirement System of Texas | 15,479 | $6.72M | 0.03% | +10,989+244.7% | Added |
| Kennedy Capital Management, Inc. | 15,403 | $6.69M | 0.16% | −404−2.6% | Reduced |
| Norges Bank | 14,528 | $6.31M | 0.00% | +671+4.8% | Added |
| Swiss National Bank | 14,500 | $6.30M | 0.00% | −400−2.7% | Reduced |
| Aviance Capital Partners, LLC | 13,718 | $5.96M | 0.78% | −34−0.2% | Reduced |
| Westbourne Investment Advisors, Inc. | 13,187 | $5.73M | 1.74% | +243+1.9% | Added |
| Renaissance Technologies LLC | 12,509 | $5.43M | 0.01% | +10,163+433.2% | Added |
| Deutsche Bank AG | 12,337 | $5.36M | 0.00% | −1,711−12.2% | Reduced |
| Franklin Resources Inc | 12,218 | $5.31M | 0.00% | +1,285+11.8% | Added |
| State of Wisconsin Investment Board | 12,212 | $5.31M | 0.01% | +3,089+33.9% | Added |
| Ballast Asset Management, LP | 12,158 | $5.28M | 2.75% | −3,753−23.6% | Reduced |
| Millennium Management LLC | 11,900 | $5.17M | 0.00% | −27,821−70.0% | Reduced |
| Russell Investments Group, Ltd. | 11,647 | $5.06M | 0.01% | −621−5.1% | Reduced |
| Susquehanna International Group, LLP | 11,455 | $4.98M | 0.01% | +196+1.7% | Added |
| Prelude Capital Management, LLC | 11,430 | $4.97M | 0.48% | +5,407+89.8% | Added |
| Truist Financial Corp | 11,174 | $4.85M | 0.01% | −1,211−9.8% | Reduced |
| Marks Group Wealth Management, Inc | 10,810 | $4.70M | 0.44% | −10−0.1% | Reduced |
| Trexquant Investment LP | 10,306 | $4.48M | 0.05% | +4,400+74.5% | Added |
| Two Sigma Investments, LP | 10,170 | $4.42M | 0.01% | +10,170 | New |
| Allspring Global Investments Holdings, LLC | 9,375 | $4.24M | 0.01% | −3,028−24.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,948 | $3.89M | 0.01% | −7,518−45.7% | Reduced |
| Alliancebernstein L.P. | 8,906 | $3.87M | 0.00% | −100−1.1% | Reduced |
| Ancora Advisors, LLC | 8,880 | $3.86M | 0.08% | −1,020−10.3% | Reduced |
| Prudential Financial Inc | 8,320 | $3.86M | 0.00% | −2,594−23.8% | Reduced |
| Dark Forest Capital Management LP | 8,785 | $3.82M | 0.15% | +4,346+97.9% | Added |
| Wells Fargo & Company | 8,486 | $3.69M | 0.00% | +382+4.7% | Added |
| Watchman Group, Inc. | 8,141 | $3.54M | 0.92% | −23−0.3% | Reduced |
| Crown Advisors Management, Inc. | 8,000 | $3.48M | 2.77% | +2,000+33.3% | Added |
| American Century Companies Inc | 7,869 | $3.42M | 0.00% | −2,809−26.3% | Reduced |
| Quantedge Capital Pte Ltd | 7,700 | $3.35M | 3.06% | −2,700−26.0% | Reduced |
| Confluence Investment Management LLC | 7,558 | $3.28M | 0.05% | −801−9.6% | Reduced |
| Great West Life Assurance Co | 7,510 | $3.26M | 0.01% | −156−2.0% | Reduced |
| California State Teachers Retirement System | 6,878 | $2.99M | 0.00% | −43−0.6% | Reduced |
| Engineers Gate Manager LP | 6,568 | $2.85M | 0.04% | +2,033+44.8% | Added |
| Jane Street Group, LLC | 6,549 | $2.85M | 0.00% | −14,511−68.9% | Reduced |
| Rafferty Asset Management, LLC | 6,503 | $2.83M | 0.01% | +800+14.0% | Added |
| Thrivent Financial for Lutherans | 6,419 | $2.79M | 0.01% | −1,614−20.1% | Reduced |
| Nebula Research & Development LLC | 6,293 | $2.73M | 0.23% | +3,776+150.0% | Added |