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, Q3 2025
Institutional positions in Cavco Industries, Inc. as of Sep 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
- 325
- +13 vs. Q2 2025
- Shares held
- 7.85M
- +290.2K (+3.8%) vs. Q2 2025
- Total value
- $4.56B
- +$1.27B (+38.8%) vs. Q2 2025
- New holders
- 53
- 97 more added
- Sold out
- 40
- 125 more reduced
3 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,188,630 | $690.3M | 0.01% | −7,895−0.7% | Reduced |
| Vanguard Group Inc | 771,833 | $448.2M | 0.01% | −32,273−4.0% | Reduced |
| Capital World Investors | 640,117 | $371.7M | 0.05% | +612+0.1% | Added |
| FMR LLC | 574,666 | $333.7M | 0.02% | +67,963+13.4% | Added |
| State Street Corp | 415,169 | $241.1M | 0.01% | +34,487+9.1% | Added |
| Boston Partners | 369,177 | $213.9M | 0.22% | +167,230+82.8% | Added |
| Geode Capital Management, LLC | 231,829 | $134.6M | 0.01% | +3,902+1.7% | Added |
| Dimensional Fund Advisors LP | 205,737 | $119.5M | 0.03% | −24,729−10.7% | Reduced |
| Fiduciary Management Inc | 171,225 | $99.4M | 1.01% | +171,225 | New |
| Boston Trust Walden Corp | 161,573 | $93.8M | 0.69% | −1,633−1.0% | Reduced |
| GW&K Investment Management, LLC | 158,660 | $92.1M | 0.82% | −6,866−4.1% | Reduced |
| Ameriprise Financial Inc | 147,036 | $85.4M | 0.02% | +963+0.7% | Added |
| Price T Rowe Associates Inc | 139,030 | $80.7M | 0.01% | +37,797+37.3% | Added |
| Schroder Investment Management Group | 111,628 | $65.4M | 0.05% | −18,478−14.2% | Reduced |
| Invesco Ltd. | 104,941 | $60.9M | 0.01% | −24,886−19.2% | Reduced |
| Broad Bay Capital Management, LP | 103,304 | $60.0M | 7.48% | −66,551−39.2% | Reduced |
| Charles Schwab Investment Management Inc | 103,091 | $59.9M | 0.01% | −392−0.4% | Reduced |
| Gamco Investors, Inc. Et Al | 97,528 | $56.6M | 0.55% | −1,855−1.9% | Reduced |
| Northern Trust Corp | 83,282 | $48.4M | 0.01% | −1,655−1.9% | Reduced |
| Handelsbanken Fonder AB | 81,786 | $47.5M | 0.15% | +5,200+6.8% | Added |
| Janus Henderson Group PLC | 71,634 | $41.6M | 0.02% | −975−1.3% | Reduced |
| Bessemer Group Inc | 66,614 | $38.7M | 0.06% | +11,996+22.0% | Added |
| Bank of New York Mellon Corp | 62,204 | $36.1M | 0.01% | −1,763−2.8% | Reduced |
| Point72 Asset Management, L.P. | 61,631 | $35.8M | 0.08% | +61,631 | New |
| Morgan Stanley | 56,209 | $32.6M | 0.00% | −12,502−18.2% | Reduced |
| Gabelli Funds LLC | 49,310 | $28.6M | 0.19% | +130+0.3% | Added |
| Ashford Capital Management Inc | 48,019 | $27.9M | 3.11% | −6,954−12.6% | Reduced |
| Principal Financial Group Inc | 47,569 | $27.6M | 0.01% | +5,521+13.1% | Added |
| Voya Investment Management LLC | 45,348 | $26.3M | 0.03% | +39,936+737.9% | Added |
| Punch & Associates Investment Management, Inc. | 42,686 | $24.8M | 1.44% | +110.0% | Added |
| Neumeier Poma Investment Counsel LLC | 38,777 | $22.5M | 1.84% | +9,961+34.6% | Added |
| Schonfeld Strategic Advisors LLC | 38,717 | $22.5M | 0.16% | +33,414+630.1% | Added |
| First Sabrepoint Capital Management LP | 35,000 | $20.3M | 8.20% | +5,000+16.7% | Added |
| Goldman Sachs Group Inc | 33,323 | $19.4M | 0.00% | +3,718+12.6% | Added |
| Jacobs Levy Equity Management, Inc | 33,038 | $19.2M | 0.08% | −752−2.2% | Reduced |
| Cannell Capital LLC | 32,161 | $18.7M | 4.90% | −15,287−32.2% | Reduced |
| JPMorgan Chase & Co | 32,057 | $18.6M | 0.00% | +13,694+74.6% | Added |
| Robotti Robert | 32,011 | $18.6M | 3.23% | −4,151−11.5% | Reduced |
| Public Sector Pension Investment Board | 30,842 | $17.9M | 0.07% | +447+1.5% | Added |
| UBS Group AG | 30,428 | $17.7M | 0.00% | +12,599+70.7% | Added |
| American Century Companies Inc | 30,062 | $17.5M | 0.01% | +22,193+282.0% | Added |
| Kennedy Capital Management, Inc. | 29,984 | $17.4M | 0.38% | +14,581+94.7% | Added |
| Neuberger Berman Group LLC | 29,740 | $17.3M | 0.01% | +7,652+34.6% | Added |
| Royce & Associates LP | 29,404 | $17.1M | 0.17% | −7,820−21.0% | Reduced |
| Cerity Partners LLC | 28,918 | $16.8M | 0.03% | −830−2.8% | Reduced |
| Envestnet Asset Management Inc | 28,071 | $16.3M | 0.00% | +108+0.4% | Added |
| Bank of America Corp | 27,336 | $15.9M | 0.00% | +1,072+4.1% | Added |
| Citadel Advisors LLC | 26,260 | $15.2M | 0.01% | +8,970+51.9% | Added |
| Robeco Schweiz AG | 26,000 | $15.1M | 0.34% | +3,300+14.5% | Added |
| Rhumbline Advisers | 22,403 | $13.0M | 0.01% | −515−2.2% | Reduced |
| Capital Research Global Investors | 22,104 | $12.8M | 0.00% | 00.0% | Unchanged |
| EULAV Asset Management | 21,900 | $12.7M | 0.30% | +1,100+5.3% | Added |
| Legal & General Group Plc | 21,037 | $12.2M | 0.00% | −780−3.6% | Reduced |
| Man Group plc | 19,659 | $11.4M | 0.02% | −6,988−26.2% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 18,515 | $10.8M | 0.17% | +16,815+989.1% | Added |
| Nuveen, LLC | 18,349 | $10.7M | 0.00% | −202−1.1% | Reduced |
| Segall Bryant & Hamill, LLC | 18,216 | $10.6M | 0.14% | +18,216 | New |
| Raymond James Financial Inc | 18,205 | $10.6M | 0.00% | +1,698+10.3% | Added |
| Allspring Global Investments Holdings, LLC | 16,317 | $9.58M | 0.02% | +6,942+74.0% | Added |
| Allianz Asset Management GmbH | 16,462 | $9.56M | 0.01% | +156+1.0% | Added |
| Barclays PLC | 16,160 | $9.38M | 0.00% | −5,479−25.3% | Reduced |
| Swiss National Bank | 14,900 | $8.65M | 0.01% | +400+2.8% | Added |
| Aviance Capital Partners, LLC | 14,357 | $8.34M | 0.99% | +639+4.7% | Added |
| Westbourne Investment Advisors, Inc. | 14,100 | $8.19M | 2.28% | +913+6.9% | Added |
| Royal Bank of Canada | 13,579 | $7.89M | 0.00% | −4,384−24.4% | Reduced |
| UBS Asset Management Americas Inc | 13,331 | $7.74M | 0.00% | −11,223−45.7% | Reduced |
| Confluence Investment Management LLC | 12,287 | $7.14M | 0.10% | +4,729+62.6% | Added |
| Ballast Asset Management, LP | 12,239 | $7.11M | 3.24% | +81+0.7% | Added |
| First Trust Advisors LP | 12,200 | $7.08M | 0.01% | +6,269+105.7% | Added |
| Russell Investments Group, Ltd. | 12,148 | $7.05M | 0.01% | +501+4.3% | Added |
| Teacher Retirement System of Texas | 12,010 | $6.97M | 0.03% | −3,469−22.4% | Reduced |
| Rafferty Asset Management, LLC | 11,951 | $6.94M | 0.02% | +5,448+83.8% | Added |
| State of Wisconsin Investment Board | 11,759 | $6.83M | 0.02% | −453−3.7% | Reduced |
| Truist Financial Corp | 10,723 | $6.23M | 0.01% | −451−4.0% | Reduced |
| Jump Financial, LLC | 10,529 | $6.11M | 0.08% | −12,541−54.4% | Reduced |
| Marks Group Wealth Management, Inc | 10,315 | $5.99M | 0.56% | −495−4.6% | Reduced |
| Edgestream Partners, L.P. | 10,203 | $5.93M | 0.17% | +10,203 | New |
| Intrinsic Edge Capital Management LLC | 9,999 | $5.81M | 0.88% | +9,999 | New |
| Franklin Resources Inc | 9,912 | $5.76M | 0.00% | −2,306−18.9% | Reduced |
| Citigroup Inc | 9,591 | $5.57M | 0.00% | −8,019−45.5% | Reduced |
| Prelude Capital Management, LLC | 9,371 | $5.44M | 0.43% | −2,059−18.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,154 | $5.32M | 0.01% | +206+2.3% | Added |
| Lazard Asset Management LLC | 9,119 | $5.30M | 0.01% | +5,687+165.7% | Added |
| BNP Paribas Arbitrage, SA | 8,569 | $4.98M | 0.00% | +5,241+157.5% | Added |
| Millennium Management LLC | 8,537 | $4.96M | 0.00% | −3,363−28.3% | Reduced |
| Alliancebernstein L.P. | 8,439 | $4.90M | 0.00% | −467−5.2% | Reduced |
| Deutsche Bank AG | 8,212 | $4.77M | 0.00% | −4,125−33.4% | Reduced |
| Watchman Group, Inc. | 8,086 | $4.70M | 1.14% | −55−0.7% | Reduced |
| Crown Advisors Management, Inc. | 8,000 | $4.64M | 3.11% | 00.0% | Unchanged |
| Prudential Financial Inc | 7,914 | $4.60M | 0.01% | −406−4.9% | Reduced |
| 4D Advisors, LLC | 7,500 | $4.36M | 2.32% | +7,500 | New |
| Great West Life Assurance Co | 7,426 | $4.35M | 0.01% | −84−1.1% | Reduced |
| California State Teachers Retirement System | 7,200 | $4.18M | 0.00% | +322+4.7% | Added |
| Balyasny Asset Management LLC | 7,077 | $4.11M | 0.01% | −12,467−63.8% | Reduced |
| Ancora Advisors, LLC | 6,980 | $4.05M | 0.08% | −1,900−21.4% | Reduced |
| Harbor Capital Advisors, Inc. | 6,851 | $3.98M | 0.31% | −16,940−71.2% | Reduced |
| Pinnbrook Capital Management LP | 6,657 | $3.87M | 0.72% | +6,657 | New |
| Pier Capital, LLC | 6,342 | $3.68M | 0.58% | +6,342 | New |
| Thrivent Financial for Lutherans | 5,995 | $3.48M | 0.01% | −424−6.6% | Reduced |
| Susquehanna International Group, LLP | 5,715 | $3.32M | 0.00% | −5,740−50.1% | Reduced |