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 |
|---|---|---|---|---|---|
| Cherry Creek Investment Advisors, Inc. | 810 | $35.2 萬 | 0.16% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 819 | $35.6 萬 | 0.01% | −54−6.2% | 減碼 |
| Stifel Financial Corp | 838 | $36.4 萬 | 0.00% | −109−11.5% | 減碼 |
| Nisa Investment Advisors, LLC | 840 | $36.5 萬 | 0.00% | −52−5.8% | 減碼 |
| Vestcor Inc | 851 | $37.0 萬 | 0.01% | +419+97.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 840 | $38.4 萬 | 0.01% | −407−32.6% | 減碼 |
| Magnetar Financial LLC | 898 | $39.0 萬 | 0.00% | +357+66.0% | 加碼 |
| Lakewood Asset Management LLC | 899 | $39.1 萬 | 0.26% | +1+0.1% | 加碼 |
| MML Investors Services, LLC | 925 | $40.2 萬 | 0.00% | −155−14.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 929 | $40.4 萬 | 0.00% | 00.0% | 不變 |
| CIBC World Markets Corp | 941 | $40.9 萬 | 0.00% | −843−47.3% | 減碼 |
| Axq Capital, LP | 946 | $41.1 萬 | 0.13% | +946 | 新進 |
| HSBC Holdings PLC | 949 | $41.2 萬 | 0.00% | −2,481−72.3% | 減碼 |
| Banque Pictet & Cie SA | 962 | $41.8 萬 | 0.00% | −65−6.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 979 | $42.5 萬 | 0.00% | 00.0% | 不變 |
| Mutual of America Capital Management LLC | 1,029 | $44.7 萬 | 0.00% | −138−11.8% | 減碼 |
| Guidance Capital, Inc | 1,086 | $45.9 萬 | 0.13% | +42+4.0% | 加碼 |
| Aviva PLC | 1,062 | $46.1 萬 | 0.00% | −124−10.5% | 減碼 |
| Regions Financial Corp | 1,079 | $46.9 萬 | 0.00% | −199−15.6% | 減碼 |
| Captrust Financial Advisors | 1,081 | $47.0 萬 | 0.00% | −71−6.2% | 減碼 |
| Holocene Advisors, LP | 1,083 | $47.0 萬 | 0.00% | +1,083 | 新進 |
| Aristides Capital LLC | 1,120 | $48.7 萬 | 0.15% | −531−32.2% | 減碼 |
| R Squared Ltd | 1,150 | $50.0 萬 | 0.28% | +1,150 | 新進 |
| Pictet Asset Management Holding SA | 1,161 | $50.4 萬 | 0.00% | −34−2.8% | 減碼 |
| Mackenzie Financial Corp | 1,164 | $50.6 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 1,173 | $51.0 萬 | 0.06% | −2,721−69.9% | 減碼 |
| Park Avenue Securities LLC | 1,189 | $51.7 萬 | 0.00% | +1,189 | 新進 |
| Wolverine Trading, LLC | 1,217 | $52.4 萬 | 0.01% | +128+11.8% | 加碼 |
| Pathstone Holdings, LLC | 1,238 | $53.8 萬 | 0.00% | −161−11.5% | 減碼 |
| Polymer Capital Management (US) LLC | 1,240 | $53.9 萬 | 0.09% | +1,240 | 新進 |
| Premier Fund Managers Ltd | 1,337 | $57.5 萬 | 0.02% | 00.0% | 不變 |
| Everence Capital Management Inc | 1,330 | $57.8 萬 | 0.04% | 00.0% | 不變 |
| Bank of Montreal | 1,364 | $59.3 萬 | 0.00% | +5+0.4% | 加碼 |
| Unique Wealth Strategies, LLC | 1,371 | $59.6 萬 | 0.25% | +1,371 | 新進 |
| Capstone Investment Advisors, LLC | 1,384 | $60.1 萬 | 0.01% | +1,384 | 新進 |
| Amundi | 1,325 | $60.9 萬 | 0.00% | −1,923−59.2% | 減碼 |
| Headlands Technologies LLC | 1,402 | $60.9 萬 | 0.07% | +1,402 | 新進 |
| US Bancorp | 1,414 | $61.4 萬 | 0.00% | −309−17.9% | 減碼 |
| Moran Wealth Management, LLC | 1,475 | $64.1 萬 | 0.02% | +46+3.2% | 加碼 |
| Huntleigh Advisors, Inc. | 1,548 | $67.2 萬 | 0.13% | +81+5.5% | 加碼 |
| Cresset Asset Management, LLC | 1,556 | $67.6 萬 | 0.00% | −3,415−68.7% | 減碼 |
| HighTower Advisors, LLC | 1,568 | $68.1 萬 | 0.00% | −3−0.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 1,700 | $73.9 萬 | 0.02% | +1,300+325.0% | 加碼 |
| ProShare Advisors LLC | 1,710 | $74.3 萬 | 0.00% | −182−9.6% | 減碼 |
| SG Americas Securities, LLC | 1,714 | $74.5 萬 | 0.00% | +146+9.3% | 加碼 |
| Mariner, LLC | 1,735 | $75.4 萬 | 0.00% | −295−14.5% | 減碼 |
| GTS Securities LLC | 1,746 | $75.9 萬 | 0.03% | +1,308+298.6% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 1,764 | $76.6 萬 | 0.01% | −23−1.3% | 減碼 |
| Two Sigma Advisers, LP | 1,800 | $78.2 萬 | 0.00% | +1,300+260.0% | 加碼 |
| Horizon Investments, LLC | 1,820 | $79.1 萬 | 0.01% | +1,820 | 新進 |
| Oregon Public Employees Retirement Fund | 1,837 | $79.8 萬 | 0.01% | +40+2.2% | 加碼 |
| PDT Partners, LLC | 1,843 | $80.1 萬 | 0.05% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,005 | $87.1 萬 | 0.05% | −141−6.6% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 2,057 | $89.4 萬 | 0.00% | +139+7.2% | 加碼 |
| KLP Kapitalforvaltning AS | 2,100 | $91.2 萬 | 0.00% | +100+5.0% | 加碼 |
| Summit Global Investments | 2,104 | $91.4 萬 | 0.05% | +1,584+304.6% | 加碼 |
| Resources Investment Advisors, LLC. | 2,148 | $93.3 萬 | 0.01% | −81−3.6% | 減碼 |
| Zacks Investment Management | 2,177 | $94.6 萬 | 0.01% | −4,808−68.8% | 減碼 |
| Arizona State Retirement System | 2,214 | $96.2 萬 | 0.01% | +17+0.8% | 加碼 |
| Sheets Smith Wealth Management | 2,214 | $96.2 萬 | 0.11% | +44+2.0% | 加碼 |
| Amalgamated Bank | 2,284 | $99.2 萬 | 0.01% | +10.0% | 加碼 |
| Bridgewater Associates, LP | 2,348 | $102.0 萬 | 0.00% | +1,819+343.9% | 加碼 |
| Maryland State Retirement & Pension System | 2,351 | $102.1 萬 | 0.02% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 2,372 | $102.2 萬 | 0.15% | +60+2.6% | 加碼 |
| Squarepoint Ops LLC | 2,365 | $102.7 萬 | 0.00% | +2,365 | 新進 |
| OP Asset Management Ltd | 2,426 | $105.4 萬 | 0.02% | 00.0% | 不變 |
| Hudson Bay Capital Management LP | 2,482 | $107.8 萬 | 0.01% | +2,482 | 新進 |
| Cascade Investment Advisors, Inc. | 2,527 | $109.8 萬 | 0.70% | +2,527 | 新進 |
| Teachers Retirement System of the State of Kentucky | 2,557 | $111.1 萬 | 0.01% | −3,489−57.7% | 減碼 |
| New York State Teachers Retirement System | 2,586 | $112.3 萬 | 0.00% | 00.0% | 不變 |
| STRS Ohio | 2,600 | $113.0 萬 | 0.00% | +200+8.3% | 加碼 |
| Creative Planning | 2,605 | $113.2 萬 | 0.00% | −1,608−38.2% | 減碼 |
| AQR Capital Management LLC | 2,609 | $113.3 萬 | 0.00% | −494−15.9% | 減碼 |
| Gotham Asset Management, LLC | 2,661 | $115.6 萬 | 0.01% | +2,661 | 新進 |
| New York State Common Retirement Fund | 2,671 | $116.0 萬 | 0.00% | 00.0% | 不變 |
| LPL Financial LLC | 2,697 | $117.2 萬 | 0.00% | +570+26.8% | 加碼 |
| Hunter Perkins Capital Management, LLC | 2,700 | $117.3 萬 | 0.28% | +517+23.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,712 | $117.8 萬 | 0.03% | +400+17.3% | 加碼 |
| State Board of Administration of Florida Retirement System | 2,737 | $118.9 萬 | 0.00% | +1,626+146.4% | 加碼 |
| CI Private Wealth, LLC | 2,780 | $120.8 萬 | 0.00% | −1,956−41.3% | 減碼 |
| Caxton Associates LLP | 2,850 | $123.8 萬 | 0.03% | +2,850 | 新進 |
| Ensign Peak Advisors, Inc | 2,930 | $127.3 萬 | 0.00% | −250−7.9% | 減碼 |
| Yousif Capital Management, LLC | 2,988 | $129.8 萬 | 0.01% | −3−0.1% | 減碼 |
| Verition Fund Management LLC | 3,025 | $131.4 萬 | 0.01% | −413−12.0% | 減碼 |
| Centiva Capital, LP | 3,050 | $132.5 萬 | 0.09% | +3,050 | 新進 |
| XTX Topco Ltd | 3,094 | $134.4 萬 | 0.06% | +2,228+257.3% | 加碼 |
| Quest Partners LLC | 3,269 | $142.0 萬 | 0.14% | +839+34.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 3,308 | $143.7 萬 | 0.00% | +2,609+373.2% | 加碼 |
| BNP Paribas Arbitrage, SA | 3,328 | $144.6 萬 | 0.00% | −1,090−24.7% | 減碼 |
| Comerica Bank | 3,392 | $147.3 萬 | 0.01% | −92−2.6% | 減碼 |
| Lazard Asset Management LLC | 3,432 | $149.0 萬 | 0.00% | +74+2.2% | 加碼 |
| Victory Capital Management Inc | 3,585 | $155.7 萬 | 0.00% | −11,368−76.0% | 減碼 |
| Boothbay Fund Management, LLC | 3,638 | $158.0 萬 | 0.05% | +1,638+81.9% | 加碼 |
| State of Tennessee, Treasury Department | 3,647 | $158.4 萬 | 0.01% | +126+3.6% | 加碼 |
| Louisiana State Employees Retirement System | 3,700 | $160.7 萬 | 0.03% | −100−2.6% | 減碼 |
| Twinbeech Capital LP | 3,720 | $161.6 萬 | 0.04% | +3,720 | 新進 |
| Vident Advisory, LLC | 3,765 | $163.6 萬 | 0.02% | +3,112+476.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 3,773 | $163.9 萬 | 0.01% | +41+1.1% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 4,000 | $173.8 萬 | 0.21% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 4,065 | $176.6 萬 | 0.02% | −570−12.3% | 減碼 |