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 |
|---|---|---|---|---|---|
| Charles Schwab Investment Management Inc | 103,483 | $45.0M | 0.01% | −5,884−5.4% | Reduced |
| Invesco Ltd. | 129,827 | $56.4M | 0.01% | −66,383−33.8% | Reduced |
| Schroder Investment Management Group | 130,106 | $56.5M | 0.05% | +56,578+76.9% | Added |
| Ameriprise Financial Inc | 146,073 | $63.5M | 0.02% | −9,692−6.2% | Reduced |
| Boston Trust Walden Corp | 163,206 | $70.9M | 0.51% | −28,616−14.9% | Reduced |
| GW&K Investment Management, LLC | 165,526 | $71.9M | 0.64% | −24,701−13.0% | Reduced |
| Broad Bay Capital Management, LP | 169,855 | $73.8M | 10.38% | −8,334−4.7% | Reduced |
| Boston Partners | 201,947 | $87.8M | 0.10% | +198,256+5,371.3% | Added |
| Geode Capital Management, LLC | 227,927 | $99.0M | 0.01% | −2,237−1.0% | Reduced |
| Dimensional Fund Advisors LP | 230,466 | $100.1M | 0.02% | −56,481−19.7% | Reduced |
| State Street Corp | 380,682 | $165.4M | 0.01% | +21,837+6.1% | Added |
| FMR LLC | 506,703 | $220.1M | 0.01% | +166,978+49.2% | Added |
| Capital World Investors | 639,505 | $277.8M | 0.04% | +489+0.1% | Added |
| Vanguard Group Inc | 804,106 | $349.3M | 0.01% | +29,264+3.8% | Added |
| BlackRock, Inc. | 1,196,525 | $519.8M | 0.01% | −60,324−4.8% | Reduced |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −105,091−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −39,511−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −33,337−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −31,667−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −14,895−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −13,485−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −9,556−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −8,621−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,443−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −4,728−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −4,198−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,657−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,644−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −1,887−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,851−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,563−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −1,408−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −602−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −520−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| Trivant Custom Portfolio Group, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |