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 2025
Institutional positions in Cavco Industries, Inc. as of Dec 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
- 354
- +37 vs. Q3 2025
- Shares held
- 7.79M
- −55.9K (−0.7%) vs. Q3 2025
- Total value
- $4.60B
- +$47.5M (+1.0%) vs. Q3 2025
- New holders
- 64
- 109 more added
- Sold out
- 27
- 128 more reduced
8 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,198,711 | $708.1M | 0.01% | +10,081+0.8% | Added |
| Vanguard Group Inc | 750,274 | $443.2M | 0.01% | −21,559−2.8% | Reduced |
| Capital World Investors | 640,066 | $378.1M | 0.05% | −510.0% | Reduced |
| State Street Corp | 389,630 | $230.2M | 0.01% | −25,539−6.2% | Reduced |
| Boston Partners | 367,839 | $218.2M | 0.23% | −1,338−0.4% | Reduced |
| FMR LLC | 263,321 | $155.6M | 0.01% | −311,345−54.2% | Reduced |
| Geode Capital Management, LLC | 232,847 | $137.6M | 0.01% | +1,018+0.4% | Added |
| Price T Rowe Associates Inc | 213,572 | $126.2M | 0.01% | +74,542+53.6% | Added |
| Dimensional Fund Advisors LP | 201,260 | $118.9M | 0.02% | −4,477−2.2% | Reduced |
| Fiduciary Management Inc | 195,713 | $115.6M | 1.27% | +24,488+14.3% | Added |
| Boston Trust Walden Corp | 154,667 | $91.4M | 0.69% | −6,906−4.3% | Reduced |
| GW&K Investment Management, LLC | 151,149 | $89.3M | 0.77% | −7,511−4.7% | Reduced |
| Ameriprise Financial Inc | 143,715 | $84.9M | 0.02% | −3,321−2.3% | Reduced |
| Schroder Investment Management Group | 116,590 | $69.9M | 0.05% | +4,962+4.4% | Added |
| Broad Bay Capital Management, LP | 113,304 | $66.9M | 7.65% | +10,000+9.7% | Added |
| Charles Schwab Investment Management Inc | 102,239 | $60.4M | 0.01% | −852−0.8% | Reduced |
| Invesco Ltd. | 96,353 | $56.9M | 0.01% | −8,588−8.2% | Reduced |
| Gamco Investors, Inc. Et Al | 91,876 | $54.3M | 0.52% | −5,652−5.8% | Reduced |
| Northern Trust Corp | 80,387 | $47.5M | 0.01% | −2,895−3.5% | Reduced |
| Junto Capital Management LP | 78,857 | $46.6M | 1.04% | +78,857 | New |
| Goldman Sachs Group Inc | 74,155 | $43.8M | 0.01% | +40,832+122.5% | Added |
| Samlyn Capital, LLC | 71,401 | $42.2M | 0.67% | +71,401 | New |
| Point72 Asset Management, L.P. | 70,368 | $41.6M | 0.07% | +8,737+14.2% | Added |
| Janus Henderson Group PLC | 68,826 | $40.7M | 0.02% | −2,808−3.9% | Reduced |
| Morgan Stanley | 63,106 | $37.3M | 0.00% | +6,897+12.3% | Added |
| Bessemer Group Inc | 57,870 | $34.2M | 0.05% | −8,744−13.1% | Reduced |
| Handelsbanken Fonder AB | 57,586 | $34.0M | 0.10% | −24,200−29.6% | Reduced |
| Bank of New York Mellon Corp | 56,989 | $33.7M | 0.01% | −5,215−8.4% | Reduced |
| Neumeier Poma Investment Counsel LLC | 55,312 | $32.7M | 2.70% | +16,535+42.6% | Added |
| Nuveen, LLC | 53,450 | $31.6M | 0.01% | +35,101+191.3% | Added |
| Principal Financial Group Inc | 51,563 | $30.5M | 0.02% | +3,994+8.4% | Added |
| Gabelli Funds LLC | 47,410 | $28.0M | 0.19% | −1,900−3.9% | Reduced |
| Franklin Resources Inc | 45,996 | $27.2M | 0.01% | +36,084+364.0% | Added |
| Punch & Associates Investment Management, Inc. | 42,051 | $24.8M | 1.45% | −635−1.5% | Reduced |
| Citadel Advisors LLC | 41,038 | $24.2M | 0.02% | +14,778+56.3% | Added |
| UBS Group AG | 40,017 | $23.6M | 0.00% | +9,589+31.5% | Added |
| Bamco Inc | 37,078 | $21.9M | 0.06% | +37,078 | New |
| Robotti Robert | 31,701 | $18.7M | 3.36% | −310−1.0% | Reduced |
| American Century Companies Inc | 30,613 | $18.1M | 0.01% | +551+1.8% | Added |
| Kennedy Capital Management, Inc. | 29,876 | $17.6M | 0.37% | −108−0.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 29,474 | $17.4M | 0.07% | −3,564−10.8% | Reduced |
| Cerity Partners LLC | 28,555 | $16.9M | 0.02% | −363−1.3% | Reduced |
| Ashford Capital Management Inc | 28,412 | $16.8M | 1.87% | −19,607−40.8% | Reduced |
| Segall Bryant & Hamill, LLC | 28,309 | $16.7M | 0.23% | +10,093+55.4% | Added |
| Public Sector Pension Investment Board | 27,026 | $16.0M | 0.05% | −3,816−12.4% | Reduced |
| First Sabrepoint Capital Management LP | 27,000 | $15.9M | 6.56% | −8,000−22.9% | Reduced |
| Robeco Schweiz AG | 26,000 | $15.4M | 0.34% | 00.0% | Unchanged |
| Pillsbury Lake Capital LLC | 25,546 | $15.1M | 6.15% | +25,546 | New |
| Bank of America Corp | 25,529 | $15.1M | 0.00% | −1,807−6.6% | Reduced |
| Envestnet Asset Management Inc | 25,155 | $14.9M | 0.00% | −2,916−10.4% | Reduced |
| JPMorgan Chase & Co | 24,237 | $14.3M | 0.00% | −7,820−24.4% | Reduced |
| Neuberger Berman Group LLC | 24,227 | $14.3M | 0.01% | −5,513−18.5% | Reduced |
| Royce & Associates LP | 22,504 | $13.3M | 0.13% | −6,900−23.5% | Reduced |
| Capital Research Global Investors | 22,104 | $13.1M | 0.00% | 00.0% | Unchanged |
| EULAV Asset Management | 21,900 | $12.9M | 0.35% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,195 | $12.5M | 0.01% | −1,208−5.4% | Reduced |
| Jane Street Group, LLC | 20,983 | $12.4M | 0.01% | +20,983 | New |
| Barclays PLC | 20,343 | $12.0M | 0.00% | +4,183+25.9% | Added |
| Legal & General Group Plc | 20,302 | $12.0M | 0.00% | −735−3.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 19,633 | $11.6M | 0.18% | +1,118+6.0% | Added |
| Norges Bank | 17,622 | $10.4M | 0.00% | +17,622 | New |
| Raymond James Financial Inc | 17,146 | $10.1M | 0.00% | −1,059−5.8% | Reduced |
| Allianz Asset Management GmbH | 15,850 | $9.36M | 0.01% | −612−3.7% | Reduced |
| Swiss National Bank | 15,620 | $9.23M | 0.01% | +720+4.8% | Added |
| Tudor Investment Corp Et Al | 15,249 | $9.01M | 0.05% | +15,249 | New |
| Man Group plc | 15,094 | $8.92M | 0.02% | −4,565−23.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 14,943 | $8.83M | 0.01% | +14,943 | New |
| Aviance Capital Partners, LLC | 14,415 | $8.52M | 0.98% | +58+0.4% | Added |
| UBS Asset Management Americas Inc | 13,582 | $8.02M | 0.00% | +251+1.9% | Added |
| Allspring Global Investments Holdings, LLC | 13,255 | $7.84M | 0.01% | −3,062−18.8% | Reduced |
| Rafferty Asset Management, LLC | 12,776 | $7.55M | 0.03% | +825+6.9% | Added |
| State of Wisconsin Investment Board | 12,573 | $7.43M | 0.02% | +814+6.9% | Added |
| Westbourne Investment Advisors, Inc. | 12,388 | $7.32M | 2.02% | −1,712−12.1% | Reduced |
| Russell Investments Group, Ltd. | 12,382 | $7.32M | 0.01% | +234+1.9% | Added |
| Teacher Retirement System of Texas | 12,355 | $7.30M | 0.03% | +345+2.9% | Added |
| Pier Capital, LLC | 12,103 | $7.15M | 1.14% | +5,761+90.8% | Added |
| Renaissance Technologies LLC | 11,969 | $7.07M | 0.01% | +7,869+191.9% | Added |
| Ballast Asset Management, LP | 11,812 | $6.98M | 3.30% | −427−3.5% | Reduced |
| Cannell Capital LLC | 11,360 | $6.71M | 4.28% | −20,801−64.7% | Reduced |
| Intrinsic Edge Capital Management LLC | 11,000 | $6.50M | 1.26% | +1,001+10.0% | Added |
| Confluence Investment Management LLC | 10,421 | $6.16M | 0.09% | −1,866−15.2% | Reduced |
| Wells Fargo & Company | 9,595 | $5.67M | 0.00% | +4,316+81.8% | Added |
| Royal Bank of Canada | 9,516 | $5.62M | 0.00% | −4,063−29.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,145 | $5.40M | 0.01% | −9−0.1% | Reduced |
| Deutsche Bank AG | 9,090 | $5.37M | 0.00% | +878+10.7% | Added |
| Citigroup Inc | 9,059 | $5.35M | 0.00% | −532−5.5% | Reduced |
| Alliancebernstein L.P. | 8,950 | $5.29M | 0.00% | +511+6.1% | Added |
| Prudential Financial Inc | 8,725 | $5.15M | 0.01% | +811+10.2% | Added |
| Crown Advisors Management, Inc. | 8,000 | $4.72M | 3.11% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 7,893 | $4.66M | 0.34% | −1,478−15.8% | Reduced |
| Watchman Group, Inc. | 7,721 | $4.56M | 1.09% | −365−4.5% | Reduced |
| California State Teachers Retirement System | 7,511 | $4.44M | 0.00% | +311+4.3% | Added |
| SEI Investments Co | 6,839 | $4.04M | 0.00% | +3,079+81.9% | Added |
| Great West Life Assurance Co | 6,675 | $3.94M | 0.01% | −751−10.1% | Reduced |
| BNP Paribas Arbitrage, SA | 6,510 | $3.85M | 0.00% | −2,059−24.0% | Reduced |
| Marks Group Wealth Management, Inc | 6,378 | $3.77M | 0.36% | −3,937−38.2% | Reduced |
| Harbor Capital Advisors, Inc. | 6,263 | $3.70M | 0.29% | −588−8.6% | Reduced |
| Intech Investment Management LLC | 5,766 | $3.41M | 0.03% | +2,116+58.0% | Added |
| Thrivent Financial for Lutherans | 5,646 | $3.33M | 0.01% | −349−5.8% | Reduced |
| Millennium Management LLC | 5,299 | $3.13M | 0.00% | −3,238−37.9% | Reduced |