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 2026
Institutional positions in Cavco Industries, Inc. as of Jun 30, 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
- 360
- +18 vs. Q1 2026
- Shares held
- 7.77M
- −8.25K (−0.1%) vs. Q1 2026
- Total value
- $4.74B
- +$971.7M (+25.8%) vs. Q1 2026
- New holders
- 55
- 142 more added
- Sold out
- 37
- 115 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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 2026
Shares, value and share of portfolio for each institution holding Cavco Industries, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rhumbline Advisers | 19,006 | $11.7M | 0.01% | −2,422−11.3% | Reduced |
| Tributary Capital Management, LLC | 19,142 | $11.8M | 0.97% | +19,142 | New |
| Capital Fund Management S.A. | 20,290 | $12.5M | 0.09% | +20,290 | New |
| American Century Companies Inc | 20,396 | $12.5M | 0.01% | +2,714+15.3% | Added |
| Neuberger Berman Group LLC | 21,804 | $13.4M | 0.01% | +2,757+14.5% | Added |
| EULAV Asset Management | 21,900 | $13.5M | 0.43% | 00.0% | Unchanged |
| AQR Capital Management LLC | 22,824 | $14.0M | 0.00% | +8,197+56.0% | Added |
| Citigroup Inc | 23,690 | $14.6M | 0.01% | +15,343+183.8% | Added |
| Broad Bay Capital Management, LP | 23,853 | $14.7M | 1.39% | −76,459−76.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 25,000 | $15.4M | 0.02% | −17,035−40.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,200 | $15.5M | 0.02% | +25,200 | New |
| Qube Research & Technologies Ltd | 25,204 | $15.5M | 0.02% | +7,579+43.0% | Added |
| Robeco Schweiz AG | 29,200 | $17.9M | 0.29% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 31,454 | $19.3M | 0.00% | +4,571+17.0% | Added |
| Cerity Partners LLC | 31,514 | $19.4M | 0.02% | +873+2.8% | Added |
| Robotti Robert | 32,396 | $19.9M | 3.21% | +80.0% | Added |
| Public Sector Pension Investment Board | 32,524 | $20.0M | 0.05% | +2,205+7.3% | Added |
| Millennium Management LLC | 35,070 | $21.5M | 0.01% | −12,674−26.5% | Reduced |
| Segall Bryant & Hamill, LLC | 37,226 | $22.9M | 0.27% | +653+1.8% | Added |
| JPMorgan Chase & Co | 37,102 | $23.0M | 0.00% | −6,780−15.5% | Reduced |
| Bank of America Corp | 38,557 | $23.7M | 0.00% | +11,204+41.0% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 39,500 | $24.3M | 0.56% | +39,500 | New |
| Handelsbanken Fonder AB | 40,551 | $24.9M | 0.07% | −6,035−13.0% | Reduced |
| Kennedy Capital Management, Inc. | 41,242 | $25.3M | 0.45% | −817−1.9% | Reduced |
| Renaissance Technologies LLC | 42,169 | $25.9M | 0.04% | +4,240+11.2% | Added |
| Bank of New York Mellon Corp | 45,731 | $28.1M | 0.00% | +908+2.0% | Added |
| Capital Research Global Investors | 48,293 | $29.7M | 0.00% | +1,279+2.7% | Added |
| Gabelli Funds LLC | 48,780 | $30.0M | 0.19% | −2,520−4.9% | Reduced |
| Bessemer Group Inc | 49,960 | $30.7M | 0.04% | −9,918−16.6% | Reduced |
| Punch & Associates Investment Management, Inc. | 53,930 | $33.1M | 1.64% | +2,939+5.8% | Added |
| Franklin Resources Inc | 54,387 | $33.4M | 0.01% | −4,023−6.9% | Reduced |
| Principal Financial Group Inc | 55,036 | $33.8M | 0.02% | +1,730+3.2% | Added |
| Vanguard Fiduciary Trust Co | 55,612 | $34.2M | 0.01% | +1,631+3.0% | Added |
| Nuveen, LLC | 57,303 | $35.2M | 0.01% | +11,633+25.5% | Added |
| Morgan Stanley | 57,665 | $35.4M | 0.00% | −3,718−6.1% | Reduced |
| Goldman Sachs Group Inc | 61,679 | $37.9M | 0.00% | −31,495−33.8% | Reduced |
| Neumeier Poma Investment Counsel LLC | 69,707 | $42.8M | 2.93% | +15,610+28.9% | Added |
| Jupiter Topco LLC | 69,912 | $43.0M | 0.02% | +69,912 | New |
| Marshall Wace, LLP | 74,839 | $46.0M | 0.04% | +67,999+994.1% | Added |
| Gamco Investors, Inc. Et Al | 79,844 | $49.1M | 0.44% | −3,230−3.9% | Reduced |
| Price T Rowe Associates Inc | 86,552 | $53.2M | 0.01% | −6,069−6.6% | Reduced |
| Northern Trust Corp | 86,937 | $53.4M | 0.01% | +5,273+6.5% | Added |
| Victory Capital Management Inc | 105,872 | $65.0M | 0.04% | +26,629+33.6% | Added |
| Charles Schwab Investment Management Inc | 108,389 | $66.6M | 0.01% | +3,663+3.5% | Added |
| FMR LLC | 109,289 | $67.1M | 0.00% | −58,092−34.7% | Reduced |
| Point72 Asset Management, L.P. | 109,528 | $67.3M | 0.10% | +6,813+6.6% | Added |
| Schroder Investment Management Group | 130,350 | $80.0M | 0.06% | +269+0.2% | Added |
| Invesco Ltd. | 149,655 | $91.9M | 0.01% | −32,130−17.7% | Reduced |
| GW&K Investment Management, LLC | 153,439 | $94.3M | 0.74% | −9,845−6.0% | Reduced |
| Boston Trust Walden Corp | 155,713 | $95.7M | 0.73% | +15,930+11.4% | Added |
| Ameriprise Financial Inc | 180,511 | $110.9M | 0.02% | +40,663+29.1% | Added |
| Dimensional Fund Advisors LP | 203,458 | $125.0M | 0.02% | +2,506+1.2% | Added |
| Fiduciary Management Inc | 250,135 | $153.7M | 2.19% | −17,379−6.5% | Reduced |
| Geode Capital Management, LLC | 259,180 | $159.3M | 0.01% | +18,507+7.7% | Added |
| Boston Partners | 325,596 | $199.6M | 0.18% | +25,936+8.7% | Added |
| Vanguard Portfolio Management LLC | 331,162 | $203.5M | 0.01% | +13,440+4.2% | Added |
| Vanguard Capital Management LLC | 347,619 | $213.6M | 0.00% | −504−0.1% | Reduced |
| State Street Corp | 419,204 | $257.6M | 0.01% | +17,299+4.3% | Added |
| Capital World Investors | 528,190 | $324.5M | 0.04% | −88,389−14.3% | Reduced |
| BlackRock, Inc. | 1,248,595 | $767.1M | 0.01% | +50,279+4.2% | Added |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −69,484−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −33,744−100.0% | Sold out |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,234−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Cannell Capital LLC | 0 | $0 | 0.00% | −5,759−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −5,698−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,648−100.0% | Sold out |
| Militia Capital Management LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,624−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −3,518−100.0% | Sold out |
| Diversified Management Inc | 0 | $0 | 0.00% | −3,042−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,214−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,337−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −1,310−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −965−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −787−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |