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 |
|---|---|---|---|---|---|
| Capital Research Global Investors | 22,104 | $13.1M | 0.00% | 00.0% | Unchanged |
| Royce & Associates LP | 22,504 | $13.3M | 0.13% | −6,900−23.5% | Reduced |
| Neuberger Berman Group LLC | 24,227 | $14.3M | 0.01% | −5,513−18.5% | Reduced |
| JPMorgan Chase & Co | 24,237 | $14.3M | 0.00% | −7,820−24.4% | Reduced |
| Envestnet Asset Management Inc | 25,155 | $14.9M | 0.00% | −2,916−10.4% | Reduced |
| Bank of America Corp | 25,529 | $15.1M | 0.00% | −1,807−6.6% | Reduced |
| Pillsbury Lake Capital LLC | 25,546 | $15.1M | 6.15% | +25,546 | New |
| Robeco Schweiz AG | 26,000 | $15.4M | 0.34% | 00.0% | Unchanged |
| First Sabrepoint Capital Management LP | 27,000 | $15.9M | 6.56% | −8,000−22.9% | Reduced |
| Public Sector Pension Investment Board | 27,026 | $16.0M | 0.05% | −3,816−12.4% | Reduced |
| Segall Bryant & Hamill, LLC | 28,309 | $16.7M | 0.23% | +10,093+55.4% | Added |
| Ashford Capital Management Inc | 28,412 | $16.8M | 1.87% | −19,607−40.8% | Reduced |
| Cerity Partners LLC | 28,555 | $16.9M | 0.02% | −363−1.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 29,474 | $17.4M | 0.07% | −3,564−10.8% | Reduced |
| Kennedy Capital Management, Inc. | 29,876 | $17.6M | 0.37% | −108−0.4% | Reduced |
| American Century Companies Inc | 30,613 | $18.1M | 0.01% | +551+1.8% | Added |
| Robotti Robert | 31,701 | $18.7M | 3.36% | −310−1.0% | Reduced |
| Bamco Inc | 37,078 | $21.9M | 0.06% | +37,078 | New |
| UBS Group AG | 40,017 | $23.6M | 0.00% | +9,589+31.5% | Added |
| Citadel Advisors LLC | 41,038 | $24.2M | 0.02% | +14,778+56.3% | Added |
| Punch & Associates Investment Management, Inc. | 42,051 | $24.8M | 1.45% | −635−1.5% | Reduced |
| Franklin Resources Inc | 45,996 | $27.2M | 0.01% | +36,084+364.0% | Added |
| Gabelli Funds LLC | 47,410 | $28.0M | 0.19% | −1,900−3.9% | Reduced |
| Principal Financial Group Inc | 51,563 | $30.5M | 0.02% | +3,994+8.4% | Added |
| Nuveen, LLC | 53,450 | $31.6M | 0.01% | +35,101+191.3% | Added |
| Neumeier Poma Investment Counsel LLC | 55,312 | $32.7M | 2.70% | +16,535+42.6% | Added |
| Bank of New York Mellon Corp | 56,989 | $33.7M | 0.01% | −5,215−8.4% | Reduced |
| Handelsbanken Fonder AB | 57,586 | $34.0M | 0.10% | −24,200−29.6% | Reduced |
| Bessemer Group Inc | 57,870 | $34.2M | 0.05% | −8,744−13.1% | Reduced |
| Morgan Stanley | 63,106 | $37.3M | 0.00% | +6,897+12.3% | Added |
| Janus Henderson Group PLC | 68,826 | $40.7M | 0.02% | −2,808−3.9% | Reduced |
| Point72 Asset Management, L.P. | 70,368 | $41.6M | 0.07% | +8,737+14.2% | Added |
| Samlyn Capital, LLC | 71,401 | $42.2M | 0.67% | +71,401 | New |
| Goldman Sachs Group Inc | 74,155 | $43.8M | 0.01% | +40,832+122.5% | Added |
| Junto Capital Management LP | 78,857 | $46.6M | 1.04% | +78,857 | New |
| Northern Trust Corp | 80,387 | $47.5M | 0.01% | −2,895−3.5% | Reduced |
| Gamco Investors, Inc. Et Al | 91,876 | $54.3M | 0.52% | −5,652−5.8% | Reduced |
| Invesco Ltd. | 96,353 | $56.9M | 0.01% | −8,588−8.2% | Reduced |
| Charles Schwab Investment Management Inc | 102,239 | $60.4M | 0.01% | −852−0.8% | Reduced |
| Broad Bay Capital Management, LP | 113,304 | $66.9M | 7.65% | +10,000+9.7% | Added |
| Schroder Investment Management Group | 116,590 | $69.9M | 0.05% | +4,962+4.4% | Added |
| Ameriprise Financial Inc | 143,715 | $84.9M | 0.02% | −3,321−2.3% | Reduced |
| GW&K Investment Management, LLC | 151,149 | $89.3M | 0.77% | −7,511−4.7% | Reduced |
| Boston Trust Walden Corp | 154,667 | $91.4M | 0.69% | −6,906−4.3% | Reduced |
| Fiduciary Management Inc | 195,713 | $115.6M | 1.27% | +24,488+14.3% | Added |
| Dimensional Fund Advisors LP | 201,260 | $118.9M | 0.02% | −4,477−2.2% | Reduced |
| Price T Rowe Associates Inc | 213,572 | $126.2M | 0.01% | +74,542+53.6% | Added |
| Geode Capital Management, LLC | 232,847 | $137.6M | 0.01% | +1,018+0.4% | Added |
| FMR LLC | 263,321 | $155.6M | 0.01% | −311,345−54.2% | Reduced |
| Boston Partners | 367,839 | $218.2M | 0.23% | −1,338−0.4% | Reduced |
| State Street Corp | 389,630 | $230.2M | 0.01% | −25,539−6.2% | Reduced |
| Capital World Investors | 640,066 | $378.1M | 0.05% | −510.0% | Reduced |
| Vanguard Group Inc | 750,274 | $443.2M | 0.01% | −21,559−2.8% | Reduced |
| BlackRock, Inc. | 1,198,711 | $708.1M | 0.01% | +10,081+0.8% | Added |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,529−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −9,119−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −6,657−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −2,257−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,136−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −662−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Point72 Asia (Singapore) Pte. Ltd. | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Point72 (DIFC) Ltd | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |