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, Q1 2026
Institutional positions in Cavco Industries, Inc. as of Mar 31, 2026. 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
- 346
- −2 vs. Q4 2025
- Shares held
- 7.85M
- +827.2K (+11.8%) vs. Q4 2025
- Total value
- $3.80B
- −$351.6M (−8.5%) vs. Q4 2025
- New holders
- 57
- 138 more added
- Sold out
- 59
- 111 more reduced
6 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,198,316 | $580.3M | 0.01% | −3950.0% | Reduced |
| Capital World Investors | 616,579 | $298.6M | 0.04% | −23,487−3.7% | Reduced |
| State Street Corp | 401,905 | $194.6M | 0.01% | +12,275+3.2% | Added |
| Vanguard Capital Management LLC | 348,123 | $168.6M | 0.00% | +348,123 | New |
| Vanguard Portfolio Management LLC | 317,722 | $153.9M | 0.01% | +317,722 | New |
| Boston Partners | 299,660 | $145.1M | 0.15% | −68,179−18.5% | Reduced |
| Fiduciary Management Inc | 267,514 | $129.6M | 1.61% | +71,801+36.7% | Added |
| Geode Capital Management, LLC | 240,673 | $116.6M | 0.01% | +7,826+3.4% | Added |
| Dimensional Fund Advisors LP | 200,952 | $97.3M | 0.02% | −308−0.2% | Reduced |
| Invesco Ltd. | 181,785 | $88.0M | 0.01% | +85,432+88.7% | Added |
| FMR LLC | 167,381 | $81.1M | 0.00% | −95,940−36.4% | Reduced |
| GW&K Investment Management, LLC | 163,284 | $79.1M | 0.70% | +12,135+8.0% | Added |
| Ameriprise Financial Inc | 139,848 | $67.7M | 0.02% | −3,867−2.7% | Reduced |
| Boston Trust Walden Corp | 139,783 | $67.7M | 0.56% | −14,884−9.6% | Reduced |
| Schroder Investment Management Group | 130,081 | $60.6M | 0.05% | +13,491+11.6% | Added |
| Charles Schwab Investment Management Inc | 104,726 | $50.7M | 0.01% | +2,487+2.4% | Added |
| Point72 Asset Management, L.P. | 102,715 | $49.7M | 0.09% | +32,347+46.0% | Added |
| Broad Bay Capital Management, LP | 100,312 | $48.6M | 5.00% | −12,992−11.5% | Reduced |
| Goldman Sachs Group Inc | 93,174 | $45.1M | 0.01% | +19,019+25.6% | Added |
| Price T Rowe Associates Inc | 92,621 | $44.9M | 0.01% | −120,951−56.6% | Reduced |
| Gamco Investors, Inc. Et Al | 83,074 | $40.2M | 0.40% | −8,802−9.6% | Reduced |
| UBS Group AG | 82,123 | $39.8M | 0.01% | +42,106+105.2% | Added |
| Northern Trust Corp | 81,664 | $39.5M | 0.01% | +1,277+1.6% | Added |
| Victory Capital Management Inc | 79,243 | $38.4M | 0.02% | +76,832+3,186.7% | Added |
| Samlyn Capital, LLC | 69,484 | $33.7M | 0.58% | −1,917−2.7% | Reduced |
| Janus Henderson Group PLC | 68,741 | $33.3M | 0.02% | −85−0.1% | Reduced |
| Morgan Stanley | 61,383 | $29.7M | 0.00% | −1,723−2.7% | Reduced |
| Bessemer Group Inc | 59,878 | $29.0M | 0.05% | +2,008+3.5% | Added |
| Franklin Resources Inc | 58,410 | $28.3M | 0.01% | +12,414+27.0% | Added |
| Neumeier Poma Investment Counsel LLC | 54,097 | $26.2M | 2.16% | −1,215−2.2% | Reduced |
| Vanguard Fiduciary Trust Co | 53,981 | $26.1M | 0.01% | +53,981 | New |
| Principal Financial Group Inc | 53,306 | $25.8M | 0.01% | +1,743+3.4% | Added |
| Gabelli Funds LLC | 51,300 | $24.8M | 0.17% | +3,890+8.2% | Added |
| Punch & Associates Investment Management, Inc. | 50,991 | $24.7M | 1.42% | +8,940+21.3% | Added |
| Millennium Management LLC | 47,744 | $23.1M | 0.02% | +42,445+801.0% | Added |
| Capital Research Global Investors | 47,014 | $22.8M | 0.00% | +24,910+112.7% | Added |
| Handelsbanken Fonder AB | 46,586 | $22.6M | 0.08% | −11,000−19.1% | Reduced |
| Nuveen, LLC | 45,670 | $22.1M | 0.01% | −7,780−14.6% | Reduced |
| Bank of New York Mellon Corp | 44,823 | $21.7M | 0.00% | −12,166−21.3% | Reduced |
| JPMorgan Chase & Co | 43,882 | $20.5M | 0.00% | +19,645+81.1% | Added |
| Kennedy Capital Management, Inc. | 42,059 | $20.4M | 0.43% | +12,183+40.8% | Added |
| Adage Capital Partners GP, L.L.C. | 42,035 | $20.4M | 0.03% | +42,035 | New |
| Renaissance Technologies LLC | 37,929 | $18.4M | 0.03% | +25,960+216.9% | Added |
| Segall Bryant & Hamill, LLC | 36,573 | $17.7M | 0.25% | +8,264+29.2% | Added |
| Lighthouse Investment Partners, LLC | 33,744 | $16.3M | 0.61% | +30,346+893.1% | Added |
| First Sabrepoint Capital Management LP | 33,040 | $16.0M | 6.54% | +6,040+22.4% | Added |
| Tensile Capital Management LP | 33,000 | $16.0M | 2.29% | +33,000 | New |
| Robotti Robert | 32,388 | $15.7M | 2.45% | +687+2.2% | Added |
| Cerity Partners LLC | 30,641 | $14.8M | 0.02% | +2,086+7.3% | Added |
| Public Sector Pension Investment Board | 30,319 | $14.7M | 0.05% | +3,293+12.2% | Added |
| Robeco Schweiz AG | 29,200 | $14.1M | 0.30% | +3,200+12.3% | Added |
| Ashford Capital Management Inc | 28,917 | $14.0M | 1.73% | +505+1.8% | Added |
| Bank of America Corp | 27,353 | $13.2M | 0.00% | +1,824+7.1% | Added |
| Envestnet Asset Management Inc | 26,883 | $13.0M | 0.00% | +1,728+6.9% | Added |
| Citadel Advisors LLC | 25,185 | $12.2M | 0.01% | −15,853−38.6% | Reduced |
| EULAV Asset Management | 21,900 | $10.6M | 0.34% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,428 | $10.4M | 0.01% | +233+1.1% | Added |
| Tudor Investment Corp Et Al | 20,234 | $9.80M | 0.05% | +4,985+32.7% | Added |
| Neuberger Berman Group LLC | 19,047 | $9.22M | 0.01% | −5,180−21.4% | Reduced |
| Legal & General Group Plc | 18,396 | $8.91M | 0.00% | −1,906−9.4% | Reduced |
| Raymond James Financial Inc | 18,287 | $8.86M | 0.00% | +1,141+6.7% | Added |
| American Century Companies Inc | 17,682 | $8.56M | 0.00% | −12,931−42.2% | Reduced |
| Qube Research & Technologies Ltd | 17,625 | $8.54M | 0.01% | +16,372+1,306.6% | Added |
| Susquehanna Portfolio Strategies, LLC | 15,988 | $7.74M | 0.12% | −3,645−18.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 15,850 | $7.68M | 2.46% | +15,850 | New |
| Pillsbury Lake Capital LLC | 15,774 | $7.64M | 3.46% | −9,772−38.3% | Reduced |
| Swiss National Bank | 15,420 | $7.47M | 0.00% | −200−1.3% | Reduced |
| SG Capital Management LLC | 14,924 | $7.23M | 0.59% | +14,924 | New |
| Royce & Associates LP | 14,700 | $7.12M | 0.07% | −7,804−34.7% | Reduced |
| AQR Capital Management LLC | 14,627 | $7.08M | 0.00% | +11,670+394.7% | Added |
| Aviance Capital Partners, LLC | 14,151 | $6.85M | 0.80% | −264−1.8% | Reduced |
| UBS Asset Management Americas Inc | 13,989 | $6.77M | 0.00% | +407+3.0% | Added |
| Pier Capital, LLC | 13,839 | $6.70M | 1.11% | +1,736+14.3% | Added |
| SEI Investments Co | 12,494 | $6.05M | 0.01% | +5,655+82.7% | Added |
| Westbourne Investment Advisors, Inc. | 12,454 | $6.03M | 1.76% | +66+0.5% | Added |
| Alliancebernstein L.P. | 10,001 | $5.91M | 0.00% | +1,051+11.7% | Added |
| Ballast Asset Management, LP | 12,117 | $5.87M | 2.61% | +305+2.6% | Added |
| Barclays PLC | 11,990 | $5.81M | 0.00% | −8,353−41.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 11,838 | $5.73M | 0.02% | −17,636−59.8% | Reduced |
| State of Wisconsin Investment Board | 11,767 | $5.70M | 0.01% | −806−6.4% | Reduced |
| Rafferty Asset Management, LLC | 11,036 | $5.34M | 0.02% | −1,740−13.6% | Reduced |
| Russell Investments Group, Ltd. | 10,535 | $5.10M | 0.01% | −1,847−14.9% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 10,079 | $4.88M | 0.01% | +934+10.2% | Added |
| Deutsche Bank AG | 9,739 | $4.72M | 0.00% | +649+7.1% | Added |
| Brasada Capital Management, LP | 9,775 | $4.70M | 0.86% | +9,775 | New |
| California State Teachers Retirement System | 9,319 | $4.51M | 0.00% | +1,808+24.1% | Added |
| Y-Intercept (Hong Kong) Ltd | 9,115 | $4.41M | 0.08% | +9,115 | New |
| Allspring Global Investments Holdings, LLC | 8,458 | $4.11M | 0.01% | −4,797−36.2% | Reduced |
| Citigroup Inc | 8,347 | $4.04M | 0.00% | −712−7.9% | Reduced |
| Man Group plc | 8,283 | $4.01M | 0.01% | −6,811−45.1% | Reduced |
| Confluence Investment Management LLC | 7,990 | $3.87M | 0.06% | −2,431−23.3% | Reduced |
| Prudential Financial Inc | 7,970 | $3.86M | 0.00% | −755−8.7% | Reduced |
| Watchman Group, Inc. | 7,680 | $3.72M | 0.90% | −41−0.5% | Reduced |
| Vanguard Asset Management, Ltd | 7,204 | $3.49M | 0.00% | +7,204 | New |
| Royal Bank of Canada | 6,931 | $3.36M | 0.00% | −2,585−27.2% | Reduced |
| Marshall Wace, LLP | 6,840 | $3.31M | 0.00% | +1,797+35.6% | Added |
| Harbor Capital Advisors, Inc. | 6,423 | $3.11M | 0.25% | +160+2.6% | Added |
| Susquehanna International Group, LLP | 6,370 | $3.08M | 0.00% | +2,494+64.3% | Added |
| Prelude Capital Management, LLC | 6,336 | $3.07M | 0.24% | −1,557−19.7% | Reduced |
| Great West Life Assurance Co | 6,328 | $3.06M | 0.01% | −347−5.2% | Reduced |