Cavco Industries, Inc.
CVCO- 交易所
- Nasdaq
- 產業
- Mobile Homes
- SEC CIK
- 0000278166
近 90 天，Cavco Industries, Inc. 內部人申報 0 筆公開市場買進、2 筆賣出；2026 年第 2 季末有 360 家機構在 13F 申報持有，市值合計 $47.4 億；大師中只有杜肯家族辦公室持有。
2025 年第 2 季 13F 持有人
Cavco Industries, Inc. 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 315
- 較 2025 年第 1 季 −15 家
- 持有股數
- 757.8 萬
- 較 2025 年第 1 季 −7.95 萬 (−1.0%)
- 總市值
- $32.9 億
- 較 2025 年第 1 季 −$6.85 億 (−17.2%)
- 新進機構
- 41
- 另有 104 家加碼
- 清倉機構
- 56
- 另有 137 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CVCO 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 360 | $47.4 億 |
| 2026 年第 1 季 | 346 | $38.0 億 |
| 2025 年第 4 季 | 354 | $46.0 億 |
| 2025 年第 3 季 | 325 | $45.6 億 |
| 2025 年第 2 季 | 315 | $32.9 億 |
| 2025 年第 1 季 | 334 | $39.8 億 |
| 2024 年第 4 季 | 299 | $34.3 億 |
| 2024 年第 3 季 | 293 | $33.2 億 |
| 2024 年第 2 季 | 272 | $27.1 億 |
| 2024 年第 1 季 | 263 | $32.2 億 |
| 2023 年第 4 季 | 259 | $27.7 億 |
| 2023 年第 3 季 | 255 | $22.0 億 |
| 2023 年第 2 季 | 254 | $24.6 億 |
| 2023 年第 1 季 | 260 | $26.4 億 |
| 2022 年第 4 季 | 251 | $18.5 億 |
| 2022 年第 3 季 | 240 | $17.3 億 |
| 2022 年第 2 季 | 224 | $16.4 億 |
| 2022 年第 1 季 | 226 | $20.4 億 |
| 2021 年第 4 季 | 221 | $27.0 億 |
| 2021 年第 3 季 | 188 | $20.2 億 |
| 2021 年第 2 季 | 187 | $18.9 億 |
| 2021 年第 1 季 | 189 | $19.1 億 |
2025 年第 2 季持有機構
每家機構持有 Cavco Industries, Inc. 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,196,525 | $5.20 億 | 0.01% | −60,324−4.8% | 減碼 |
| Vanguard Group Inc | 804,106 | $3.49 億 | 0.01% | +29,264+3.8% | 加碼 |
| Capital World Investors | 639,505 | $2.78 億 | 0.04% | +489+0.1% | 加碼 |
| FMR LLC | 506,703 | $2.20 億 | 0.01% | +166,978+49.2% | 加碼 |
| State Street Corp | 380,682 | $1.65 億 | 0.01% | +21,837+6.1% | 加碼 |
| Dimensional Fund Advisors LP | 230,466 | $1.00 億 | 0.02% | −56,481−19.7% | 減碼 |
| Geode Capital Management, LLC | 227,927 | $9,903 萬 | 0.01% | −2,237−1.0% | 減碼 |
| Boston Partners | 201,947 | $8,785 萬 | 0.10% | +198,256+5,371.3% | 加碼 |
| Broad Bay Capital Management, LP | 169,855 | $7,379 萬 | 10.38% | −8,334−4.7% | 減碼 |
| GW&K Investment Management, LLC | 165,526 | $7,191 萬 | 0.64% | −24,701−13.0% | 減碼 |
| Boston Trust Walden Corp | 163,206 | $7,090 萬 | 0.51% | −28,616−14.9% | 減碼 |
| Ameriprise Financial Inc | 146,073 | $6,346 萬 | 0.02% | −9,692−6.2% | 減碼 |
| Schroder Investment Management Group | 130,106 | $5,652 萬 | 0.05% | +56,578+76.9% | 加碼 |
| Invesco Ltd. | 129,827 | $5,640 萬 | 0.01% | −66,383−33.8% | 減碼 |
| Charles Schwab Investment Management Inc | 103,483 | $4,496 萬 | 0.01% | −5,884−5.4% | 減碼 |
| Price T Rowe Associates Inc | 101,233 | $4,398 萬 | 0.00% | +284+0.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 99,383 | $4,317 萬 | 0.43% | −2,637−2.6% | 減碼 |
| Northern Trust Corp | 84,937 | $3,690 萬 | 0.01% | −4,705−5.2% | 減碼 |
| Handelsbanken Fonder AB | 76,586 | $3,327 萬 | 0.12% | +22,300+41.1% | 加碼 |
| Janus Henderson Group PLC | 72,609 | $3,154 萬 | 0.02% | −15,185−17.3% | 減碼 |
| Morgan Stanley | 68,711 | $2,985 萬 | 0.00% | −10,936−13.7% | 減碼 |
| Bank of New York Mellon Corp | 63,967 | $2,779 萬 | 0.01% | +7,902+14.1% | 加碼 |
| Ashford Capital Management Inc | 54,973 | $2,388 萬 | 2.81% | −492−0.9% | 減碼 |
| Bessemer Group Inc | 54,618 | $2,373 萬 | 0.04% | +2,425+4.6% | 加碼 |
| Loomis Sayles & Co L P | 52,726 | $2,291 萬 | 0.03% | −1,336−2.5% | 減碼 |
| Gabelli Funds LLC | 49,180 | $2,137 萬 | 0.15% | −5,100−9.4% | 減碼 |
| Cannell Capital LLC | 47,448 | $2,061 萬 | 6.44% | −3,072−6.1% | 減碼 |
| Punch & Associates Investment Management, Inc. | 42,675 | $1,854 萬 | 1.14% | +153+0.4% | 加碼 |
| Principal Financial Group Inc | 42,048 | $1,827 萬 | 0.01% | −713−1.7% | 減碼 |
| Royce & Associates LP | 37,224 | $1,617 萬 | 0.17% | −910−2.4% | 減碼 |
| Robotti Robert | 36,162 | $1,571 萬 | 2.95% | −4,181−10.4% | 減碼 |
| Jacobs Levy Equity Management, Inc | 33,790 | $1,468 萬 | 0.06% | −822−2.4% | 減碼 |
| Public Sector Pension Investment Board | 30,395 | $1,320 萬 | 0.06% | +1,609+5.6% | 加碼 |
| First Sabrepoint Capital Management LP | 30,000 | $1,303 萬 | 5.58% | +15,000+100.0% | 加碼 |
| Cerity Partners LLC | 29,748 | $1,292 萬 | 0.02% | −809−2.6% | 減碼 |
| Goldman Sachs Group Inc | 29,605 | $1,286 萬 | 0.00% | −2,917−9.0% | 減碼 |
| Neumeier Poma Investment Counsel LLC | 28,816 | $1,252 萬 | 1.17% | −15,995−35.7% | 減碼 |
| Envestnet Asset Management Inc | 27,963 | $1,215 萬 | 0.00% | −4,359−13.5% | 減碼 |
| Fisher Asset Management, LLC | 27,682 | $1,203 萬 | 0.00% | −44,797−61.8% | 減碼 |
| Man Group plc | 26,647 | $1,158 萬 | 0.03% | +19,939+297.2% | 加碼 |
| Bank of America Corp | 26,264 | $1,141 萬 | 0.00% | +8,385+46.9% | 加碼 |
| UBS Asset Management Americas Inc | 24,554 | $1,067 萬 | 0.00% | +6,678+37.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 23,791 | $1,034 萬 | 0.43% | +887+3.9% | 加碼 |
| Jump Financial, LLC | 23,070 | $1,002 萬 | 0.12% | +22,337+3,047.3% | 加碼 |
| Rhumbline Advisers | 22,918 | $995.6 萬 | 0.01% | −292−1.3% | 減碼 |
| Robeco Schweiz AG | 22,700 | $986.2 萬 | 0.23% | −2,600−10.3% | 減碼 |
| Capital Research Global Investors | 22,104 | $960.3 萬 | 0.00% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 22,088 | $959.6 萬 | 0.01% | +791+3.7% | 加碼 |
| Legal & General Group Plc | 21,817 | $947.8 萬 | 0.00% | +424+2.0% | 加碼 |
| Voloridge Investment Management, LLC | 21,654 | $940.7 萬 | 0.03% | +21,654 | 新進 |
| Barclays PLC | 21,639 | $940.1 萬 | 0.00% | +5,288+32.3% | 加碼 |
| Qube Research & Technologies Ltd | 20,810 | $904.0 萬 | 0.01% | +17,840+600.7% | 加碼 |
| EULAV Asset Management | 20,800 | $903.6 萬 | 0.21% | 00.0% | 不變 |
| Balyasny Asset Management LLC | 19,544 | $849.0 萬 | 0.02% | +18,697+2,207.4% | 加碼 |
| Nuveen, LLC | 18,551 | $805.9 萬 | 0.00% | −4,058−17.9% | 減碼 |
| JPMorgan Chase & Co | 18,363 | $797.7 萬 | 0.00% | −11,694−38.9% | 減碼 |
| Royal Bank of Canada | 17,963 | $780.5 萬 | 0.00% | −988−5.2% | 減碼 |
| UBS Group AG | 17,829 | $774.5 萬 | 0.00% | −2,553−12.5% | 減碼 |
| Citigroup Inc | 17,610 | $765.0 萬 | 0.01% | −2,199−11.1% | 減碼 |
| Citadel Advisors LLC | 17,290 | $751.1 萬 | 0.01% | +5,772+50.1% | 加碼 |
| Raymond James Financial Inc | 16,507 | $717.1 萬 | 0.00% | +3,956+31.5% | 加碼 |
| Allianz Asset Management GmbH | 16,306 | $708.4 萬 | 0.01% | +1,600+10.9% | 加碼 |
| Teacher Retirement System of Texas | 15,479 | $672.5 萬 | 0.03% | +10,989+244.7% | 加碼 |
| Kennedy Capital Management, Inc. | 15,403 | $669.2 萬 | 0.16% | −404−2.6% | 減碼 |
| Norges Bank | 14,528 | $631.1 萬 | 0.00% | +671+4.8% | 加碼 |
| Swiss National Bank | 14,500 | $629.9 萬 | 0.00% | −400−2.7% | 減碼 |
| Aviance Capital Partners, LLC | 13,718 | $596.0 萬 | 0.78% | −34−0.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 13,187 | $572.9 萬 | 1.74% | +243+1.9% | 加碼 |
| Renaissance Technologies LLC | 12,509 | $543.4 萬 | 0.01% | +10,163+433.2% | 加碼 |
| Deutsche Bank AG | 12,337 | $536.0 萬 | 0.00% | −1,711−12.2% | 減碼 |
| Franklin Resources Inc | 12,218 | $530.8 萬 | 0.00% | +1,285+11.8% | 加碼 |
| State of Wisconsin Investment Board | 12,212 | $530.5 萬 | 0.01% | +3,089+33.9% | 加碼 |
| Ballast Asset Management, LP | 12,158 | $528.2 萬 | 2.75% | −3,753−23.6% | 減碼 |
| Millennium Management LLC | 11,900 | $517.0 萬 | 0.00% | −27,821−70.0% | 減碼 |
| Russell Investments Group, Ltd. | 11,647 | $506.0 萬 | 0.01% | −621−5.1% | 減碼 |
| Susquehanna International Group, LLP | 11,455 | $497.6 萬 | 0.01% | +196+1.7% | 加碼 |
| Prelude Capital Management, LLC | 11,430 | $496.6 萬 | 0.48% | +5,407+89.8% | 加碼 |
| Truist Financial Corp | 11,174 | $485.4 萬 | 0.01% | −1,211−9.8% | 減碼 |
| Marks Group Wealth Management, Inc | 10,810 | $469.6 萬 | 0.44% | −10−0.1% | 減碼 |
| Trexquant Investment LP | 10,306 | $447.7 萬 | 0.05% | +4,400+74.5% | 加碼 |
| Two Sigma Investments, LP | 10,170 | $441.8 萬 | 0.01% | +10,170 | 新進 |
| Allspring Global Investments Holdings, LLC | 9,375 | $424.4 萬 | 0.01% | −3,028−24.4% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 8,948 | $388.7 萬 | 0.01% | −7,518−45.7% | 減碼 |
| Alliancebernstein L.P. | 8,906 | $386.9 萬 | 0.00% | −100−1.1% | 減碼 |
| Ancora Advisors, LLC | 8,880 | $385.8 萬 | 0.08% | −1,020−10.3% | 減碼 |
| Prudential Financial Inc | 8,320 | $385.6 萬 | 0.00% | −2,594−23.8% | 減碼 |
| Dark Forest Capital Management LP | 8,785 | $381.6 萬 | 0.15% | +4,346+97.9% | 加碼 |
| Wells Fargo & Company | 8,486 | $368.7 萬 | 0.00% | +382+4.7% | 加碼 |
| Watchman Group, Inc. | 8,141 | $353.7 萬 | 0.92% | −23−0.3% | 減碼 |
| Crown Advisors Management, Inc. | 8,000 | $347.5 萬 | 2.77% | +2,000+33.3% | 加碼 |
| American Century Companies Inc | 7,869 | $341.9 萬 | 0.00% | −2,809−26.3% | 減碼 |
| Quantedge Capital Pte Ltd | 7,700 | $334.5 萬 | 3.06% | −2,700−26.0% | 減碼 |
| Confluence Investment Management LLC | 7,558 | $328.3 萬 | 0.05% | −801−9.6% | 減碼 |
| Great West Life Assurance Co | 7,510 | $326.4 萬 | 0.01% | −156−2.0% | 減碼 |
| California State Teachers Retirement System | 6,878 | $298.8 萬 | 0.00% | −43−0.6% | 減碼 |
| Engineers Gate Manager LP | 6,568 | $285.3 萬 | 0.04% | +2,033+44.8% | 加碼 |
| Jane Street Group, LLC | 6,549 | $284.5 萬 | 0.00% | −14,511−68.9% | 減碼 |
| Rafferty Asset Management, LLC | 6,503 | $282.5 萬 | 0.01% | +800+14.0% | 加碼 |
| Thrivent Financial for Lutherans | 6,419 | $278.9 萬 | 0.01% | −1,614−20.1% | 減碼 |
| Nebula Research & Development LLC | 6,293 | $273.4 萬 | 0.23% | +3,776+150.0% | 加碼 |