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 3 季 13F 持有人
Cavco Industries, Inc. 在 2025/9/30 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
- 325
- 較 2025 年第 2 季 +13 家
- 持有股數
- 785.2 萬
- 較 2025 年第 2 季 +29.0 萬 (+3.8%)
- 總市值
- $45.6 億
- 較 2025 年第 2 季 +$12.7 億 (+38.8%)
- 新進機構
- 53
- 另有 97 家加碼
- 清倉機構
- 40
- 另有 125 家減碼
另有 3 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,188,630 | $6.90 億 | 0.01% | −7,895−0.7% | 減碼 |
| Vanguard Group Inc | 771,833 | $4.48 億 | 0.01% | −32,273−4.0% | 減碼 |
| Capital World Investors | 640,117 | $3.72 億 | 0.05% | +612+0.1% | 加碼 |
| FMR LLC | 574,666 | $3.34 億 | 0.02% | +67,963+13.4% | 加碼 |
| State Street Corp | 415,169 | $2.41 億 | 0.01% | +34,487+9.1% | 加碼 |
| Boston Partners | 369,177 | $2.14 億 | 0.22% | +167,230+82.8% | 加碼 |
| Geode Capital Management, LLC | 231,829 | $1.35 億 | 0.01% | +3,902+1.7% | 加碼 |
| Dimensional Fund Advisors LP | 205,737 | $1.19 億 | 0.03% | −24,729−10.7% | 減碼 |
| Fiduciary Management Inc | 171,225 | $9,944 萬 | 1.01% | +171,225 | 新進 |
| Boston Trust Walden Corp | 161,573 | $9,383 萬 | 0.69% | −1,633−1.0% | 減碼 |
| GW&K Investment Management, LLC | 158,660 | $9,214 萬 | 0.82% | −6,866−4.1% | 減碼 |
| Ameriprise Financial Inc | 147,036 | $8,539 萬 | 0.02% | +963+0.7% | 加碼 |
| Price T Rowe Associates Inc | 139,030 | $8,074 萬 | 0.01% | +37,797+37.3% | 加碼 |
| Schroder Investment Management Group | 111,628 | $6,537 萬 | 0.05% | −18,478−14.2% | 減碼 |
| Invesco Ltd. | 104,941 | $6,094 萬 | 0.01% | −24,886−19.2% | 減碼 |
| Broad Bay Capital Management, LP | 103,304 | $5,999 萬 | 7.48% | −66,551−39.2% | 減碼 |
| Charles Schwab Investment Management Inc | 103,091 | $5,987 萬 | 0.01% | −392−0.4% | 減碼 |
| Gamco Investors, Inc. Et Al | 97,528 | $5,664 萬 | 0.55% | −1,855−1.9% | 減碼 |
| Northern Trust Corp | 83,282 | $4,836 萬 | 0.01% | −1,655−1.9% | 減碼 |
| Handelsbanken Fonder AB | 81,786 | $4,750 萬 | 0.15% | +5,200+6.8% | 加碼 |
| Janus Henderson Group PLC | 71,634 | $4,160 萬 | 0.02% | −975−1.3% | 減碼 |
| Bessemer Group Inc | 66,614 | $3,868 萬 | 0.06% | +11,996+22.0% | 加碼 |
| Bank of New York Mellon Corp | 62,204 | $3,612 萬 | 0.01% | −1,763−2.8% | 減碼 |
| Point72 Asset Management, L.P. | 61,631 | $3,579 萬 | 0.08% | +61,631 | 新進 |
| Morgan Stanley | 56,209 | $3,264 萬 | 0.00% | −12,502−18.2% | 減碼 |
| Gabelli Funds LLC | 49,310 | $2,864 萬 | 0.19% | +130+0.3% | 加碼 |
| Ashford Capital Management Inc | 48,019 | $2,789 萬 | 3.11% | −6,954−12.6% | 減碼 |
| Principal Financial Group Inc | 47,569 | $2,762 萬 | 0.01% | +5,521+13.1% | 加碼 |
| Voya Investment Management LLC | 45,348 | $2,633 萬 | 0.03% | +39,936+737.9% | 加碼 |
| Punch & Associates Investment Management, Inc. | 42,686 | $2,479 萬 | 1.44% | +110.0% | 加碼 |
| Neumeier Poma Investment Counsel LLC | 38,777 | $2,252 萬 | 1.84% | +9,961+34.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 38,717 | $2,248 萬 | 0.16% | +33,414+630.1% | 加碼 |
| First Sabrepoint Capital Management LP | 35,000 | $2,033 萬 | 8.20% | +5,000+16.7% | 加碼 |
| Goldman Sachs Group Inc | 33,323 | $1,935 萬 | 0.00% | +3,718+12.6% | 加碼 |
| Jacobs Levy Equity Management, Inc | 33,038 | $1,919 萬 | 0.08% | −752−2.2% | 減碼 |
| Cannell Capital LLC | 32,161 | $1,868 萬 | 4.90% | −15,287−32.2% | 減碼 |
| JPMorgan Chase & Co | 32,057 | $1,862 萬 | 0.00% | +13,694+74.6% | 加碼 |
| Robotti Robert | 32,011 | $1,859 萬 | 3.23% | −4,151−11.5% | 減碼 |
| Public Sector Pension Investment Board | 30,842 | $1,791 萬 | 0.07% | +447+1.5% | 加碼 |
| UBS Group AG | 30,428 | $1,767 萬 | 0.00% | +12,599+70.7% | 加碼 |
| American Century Companies Inc | 30,062 | $1,746 萬 | 0.01% | +22,193+282.0% | 加碼 |
| Kennedy Capital Management, Inc. | 29,984 | $1,741 萬 | 0.38% | +14,581+94.7% | 加碼 |
| Neuberger Berman Group LLC | 29,740 | $1,727 萬 | 0.01% | +7,652+34.6% | 加碼 |
| Royce & Associates LP | 29,404 | $1,708 萬 | 0.17% | −7,820−21.0% | 減碼 |
| Cerity Partners LLC | 28,918 | $1,679 萬 | 0.03% | −830−2.8% | 減碼 |
| Envestnet Asset Management Inc | 28,071 | $1,630 萬 | 0.00% | +108+0.4% | 加碼 |
| Bank of America Corp | 27,336 | $1,587 萬 | 0.00% | +1,072+4.1% | 加碼 |
| Citadel Advisors LLC | 26,260 | $1,525 萬 | 0.01% | +8,970+51.9% | 加碼 |
| Robeco Schweiz AG | 26,000 | $1,510 萬 | 0.34% | +3,300+14.5% | 加碼 |
| Rhumbline Advisers | 22,403 | $1,301 萬 | 0.01% | −515−2.2% | 減碼 |
| Capital Research Global Investors | 22,104 | $1,284 萬 | 0.00% | 00.0% | 不變 |
| EULAV Asset Management | 21,900 | $1,272 萬 | 0.30% | +1,100+5.3% | 加碼 |
| Legal & General Group Plc | 21,037 | $1,222 萬 | 0.00% | −780−3.6% | 減碼 |
| Man Group plc | 19,659 | $1,142 萬 | 0.02% | −6,988−26.2% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 18,515 | $1,075 萬 | 0.17% | +16,815+989.1% | 加碼 |
| Nuveen, LLC | 18,349 | $1,066 萬 | 0.00% | −202−1.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 18,216 | $1,058 萬 | 0.14% | +18,216 | 新進 |
| Raymond James Financial Inc | 18,205 | $1,057 萬 | 0.00% | +1,698+10.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 16,317 | $958.0 萬 | 0.02% | +6,942+74.0% | 加碼 |
| Allianz Asset Management GmbH | 16,462 | $956.0 萬 | 0.01% | +156+1.0% | 加碼 |
| Barclays PLC | 16,160 | $938.5 萬 | 0.00% | −5,479−25.3% | 減碼 |
| Swiss National Bank | 14,900 | $865.3 萬 | 0.01% | +400+2.8% | 加碼 |
| Aviance Capital Partners, LLC | 14,357 | $833.8 萬 | 0.99% | +639+4.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 14,100 | $818.8 萬 | 2.28% | +913+6.9% | 加碼 |
| Royal Bank of Canada | 13,579 | $788.6 萬 | 0.00% | −4,384−24.4% | 減碼 |
| UBS Asset Management Americas Inc | 13,331 | $774.2 萬 | 0.00% | −11,223−45.7% | 減碼 |
| Confluence Investment Management LLC | 12,287 | $713.5 萬 | 0.10% | +4,729+62.6% | 加碼 |
| Ballast Asset Management, LP | 12,239 | $710.8 萬 | 3.24% | +81+0.7% | 加碼 |
| First Trust Advisors LP | 12,200 | $708.5 萬 | 0.01% | +6,269+105.7% | 加碼 |
| Russell Investments Group, Ltd. | 12,148 | $705.5 萬 | 0.01% | +501+4.3% | 加碼 |
| Teacher Retirement System of Texas | 12,010 | $697.5 萬 | 0.03% | −3,469−22.4% | 減碼 |
| Rafferty Asset Management, LLC | 11,951 | $694.0 萬 | 0.02% | +5,448+83.8% | 加碼 |
| State of Wisconsin Investment Board | 11,759 | $682.9 萬 | 0.02% | −453−3.7% | 減碼 |
| Truist Financial Corp | 10,723 | $622.7 萬 | 0.01% | −451−4.0% | 減碼 |
| Jump Financial, LLC | 10,529 | $611.5 萬 | 0.08% | −12,541−54.4% | 減碼 |
| Marks Group Wealth Management, Inc | 10,315 | $599.0 萬 | 0.56% | −495−4.6% | 減碼 |
| Edgestream Partners, L.P. | 10,203 | $592.5 萬 | 0.17% | +10,203 | 新進 |
| Intrinsic Edge Capital Management LLC | 9,999 | $580.7 萬 | 0.88% | +9,999 | 新進 |
| Franklin Resources Inc | 9,912 | $575.6 萬 | 0.00% | −2,306−18.9% | 減碼 |
| Citigroup Inc | 9,591 | $557.0 萬 | 0.00% | −8,019−45.5% | 減碼 |
| Prelude Capital Management, LLC | 9,371 | $544.2 萬 | 0.43% | −2,059−18.0% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,154 | $531.6 萬 | 0.01% | +206+2.3% | 加碼 |
| Lazard Asset Management LLC | 9,119 | $529.6 萬 | 0.01% | +5,687+165.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 8,569 | $497.6 萬 | 0.00% | +5,241+157.5% | 加碼 |
| Millennium Management LLC | 8,537 | $495.8 萬 | 0.00% | −3,363−28.3% | 減碼 |
| Alliancebernstein L.P. | 8,439 | $490.1 萬 | 0.00% | −467−5.2% | 減碼 |
| Deutsche Bank AG | 8,212 | $476.9 萬 | 0.00% | −4,125−33.4% | 減碼 |
| Watchman Group, Inc. | 8,086 | $469.6 萬 | 1.14% | −55−0.7% | 減碼 |
| Crown Advisors Management, Inc. | 8,000 | $464.5 萬 | 3.11% | 00.0% | 不變 |
| Prudential Financial Inc | 7,914 | $459.6 萬 | 0.01% | −406−4.9% | 減碼 |
| 4D Advisors, LLC | 7,500 | $435.5 萬 | 2.32% | +7,500 | 新進 |
| Great West Life Assurance Co | 7,426 | $434.9 萬 | 0.01% | −84−1.1% | 減碼 |
| California State Teachers Retirement System | 7,200 | $418.1 萬 | 0.00% | +322+4.7% | 加碼 |
| Balyasny Asset Management LLC | 7,077 | $411.0 萬 | 0.01% | −12,467−63.8% | 減碼 |
| Ancora Advisors, LLC | 6,980 | $405.3 萬 | 0.08% | −1,900−21.4% | 減碼 |
| Harbor Capital Advisors, Inc. | 6,851 | $397.9 萬 | 0.31% | −16,940−71.2% | 減碼 |
| Pinnbrook Capital Management LP | 6,657 | $386.6 萬 | 0.72% | +6,657 | 新進 |
| Pier Capital, LLC | 6,342 | $368.3 萬 | 0.58% | +6,342 | 新進 |
| Thrivent Financial for Lutherans | 5,995 | $348.1 萬 | 0.01% | −424−6.6% | 減碼 |
| Susquehanna International Group, LLP | 5,715 | $331.9 萬 | 0.00% | −5,740−50.1% | 減碼 |