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。
2026 年第 2 季 13F 持有人
Cavco Industries, Inc. 在 2026/6/30 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
- 360
- 較 2026 年第 1 季 +18 家
- 持有股數
- 777.0 萬
- 較 2026 年第 1 季 −8,254 (−0.1%)
- 總市值
- $47.4 億
- 較 2026 年第 1 季 +$9.72 億 (+25.8%)
- 新進機構
- 55
- 另有 142 家加碼
- 清倉機構
- 37
- 另有 115 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 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 |
2026 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,248,595 | $7.67 億 | 0.01% | +50,279+4.2% | 加碼 |
| Capital World Investors | 528,190 | $3.25 億 | 0.04% | −88,389−14.3% | 減碼 |
| State Street Corp | 419,204 | $2.58 億 | 0.01% | +17,299+4.3% | 加碼 |
| Vanguard Capital Management LLC | 347,619 | $2.14 億 | 0.00% | −504−0.1% | 減碼 |
| Vanguard Portfolio Management LLC | 331,162 | $2.03 億 | 0.01% | +13,440+4.2% | 加碼 |
| Boston Partners | 325,596 | $2.00 億 | 0.18% | +25,936+8.7% | 加碼 |
| Geode Capital Management, LLC | 259,180 | $1.59 億 | 0.01% | +18,507+7.7% | 加碼 |
| Fiduciary Management Inc | 250,135 | $1.54 億 | 2.19% | −17,379−6.5% | 減碼 |
| Dimensional Fund Advisors LP | 203,458 | $1.25 億 | 0.02% | +2,506+1.2% | 加碼 |
| Ameriprise Financial Inc | 180,511 | $1.11 億 | 0.02% | +40,663+29.1% | 加碼 |
| Boston Trust Walden Corp | 155,713 | $9,567 萬 | 0.73% | +15,930+11.4% | 加碼 |
| GW&K Investment Management, LLC | 153,439 | $9,427 萬 | 0.74% | −9,845−6.0% | 減碼 |
| Invesco Ltd. | 149,655 | $9,195 萬 | 0.01% | −32,130−17.7% | 減碼 |
| Schroder Investment Management Group | 130,350 | $8,001 萬 | 0.06% | +269+0.2% | 加碼 |
| Point72 Asset Management, L.P. | 109,528 | $6,729 萬 | 0.10% | +6,813+6.6% | 加碼 |
| FMR LLC | 109,289 | $6,715 萬 | 0.00% | −58,092−34.7% | 減碼 |
| Charles Schwab Investment Management Inc | 108,389 | $6,659 萬 | 0.01% | +3,663+3.5% | 加碼 |
| Victory Capital Management Inc | 105,872 | $6,505 萬 | 0.04% | +26,629+33.6% | 加碼 |
| Northern Trust Corp | 86,937 | $5,341 萬 | 0.01% | +5,273+6.5% | 加碼 |
| Price T Rowe Associates Inc | 86,552 | $5,318 萬 | 0.01% | −6,069−6.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 79,844 | $4,905 萬 | 0.44% | −3,230−3.9% | 減碼 |
| Marshall Wace, LLP | 74,839 | $4,598 萬 | 0.04% | +67,999+994.1% | 加碼 |
| Jupiter Topco LLC | 69,912 | $4,295 萬 | 0.02% | +69,912 | 新進 |
| Neumeier Poma Investment Counsel LLC | 69,707 | $4,283 萬 | 2.93% | +15,610+28.9% | 加碼 |
| Goldman Sachs Group Inc | 61,679 | $3,789 萬 | 0.00% | −31,495−33.8% | 減碼 |
| Morgan Stanley | 57,665 | $3,543 萬 | 0.00% | −3,718−6.1% | 減碼 |
| Nuveen, LLC | 57,303 | $3,521 萬 | 0.01% | +11,633+25.5% | 加碼 |
| Vanguard Fiduciary Trust Co | 55,612 | $3,417 萬 | 0.01% | +1,631+3.0% | 加碼 |
| Principal Financial Group Inc | 55,036 | $3,381 萬 | 0.02% | +1,730+3.2% | 加碼 |
| Franklin Resources Inc | 54,387 | $3,341 萬 | 0.01% | −4,023−6.9% | 減碼 |
| Punch & Associates Investment Management, Inc. | 53,930 | $3,313 萬 | 1.64% | +2,939+5.8% | 加碼 |
| Bessemer Group Inc | 49,960 | $3,070 萬 | 0.04% | −9,918−16.6% | 減碼 |
| Gabelli Funds LLC | 48,780 | $2,997 萬 | 0.19% | −2,520−4.9% | 減碼 |
| Capital Research Global Investors | 48,293 | $2,967 萬 | 0.00% | +1,279+2.7% | 加碼 |
| Bank of New York Mellon Corp | 45,731 | $2,810 萬 | 0.00% | +908+2.0% | 加碼 |
| Renaissance Technologies LLC | 42,169 | $2,591 萬 | 0.04% | +4,240+11.2% | 加碼 |
| Kennedy Capital Management, Inc. | 41,242 | $2,534 萬 | 0.45% | −817−1.9% | 減碼 |
| Handelsbanken Fonder AB | 40,551 | $2,491 萬 | 0.07% | −6,035−13.0% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 39,500 | $2,427 萬 | 0.56% | +39,500 | 新進 |
| Bank of America Corp | 38,557 | $2,369 萬 | 0.00% | +11,204+41.0% | 加碼 |
| JPMorgan Chase & Co | 37,102 | $2,298 萬 | 0.00% | −6,780−15.5% | 減碼 |
| Segall Bryant & Hamill, LLC | 37,226 | $2,287 萬 | 0.27% | +653+1.8% | 加碼 |
| Millennium Management LLC | 35,070 | $2,155 萬 | 0.01% | −12,674−26.5% | 減碼 |
| Public Sector Pension Investment Board | 32,524 | $1,998 萬 | 0.05% | +2,205+7.3% | 加碼 |
| Robotti Robert | 32,396 | $1,990 萬 | 3.21% | +80.0% | 加碼 |
| Cerity Partners LLC | 31,514 | $1,936 萬 | 0.02% | +873+2.8% | 加碼 |
| Envestnet Asset Management Inc | 31,454 | $1,932 萬 | 0.00% | +4,571+17.0% | 加碼 |
| Robeco Schweiz AG | 29,200 | $1,794 萬 | 0.29% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 25,204 | $1,548 萬 | 0.02% | +7,579+43.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 25,200 | $1,548 萬 | 0.02% | +25,200 | 新進 |
| Adage Capital Partners GP, L.L.C. | 25,000 | $1,536 萬 | 0.02% | −17,035−40.5% | 減碼 |
| Broad Bay Capital Management, LP | 23,853 | $1,465 萬 | 1.39% | −76,459−76.2% | 減碼 |
| Citigroup Inc | 23,690 | $1,455 萬 | 0.01% | +15,343+183.8% | 加碼 |
| AQR Capital Management LLC | 22,824 | $1,402 萬 | 0.00% | +8,197+56.0% | 加碼 |
| EULAV Asset Management | 21,900 | $1,345 萬 | 0.43% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 21,804 | $1,340 萬 | 0.01% | +2,757+14.5% | 加碼 |
| American Century Companies Inc | 20,396 | $1,253 萬 | 0.01% | +2,714+15.3% | 加碼 |
| Capital Fund Management S.A. | 20,290 | $1,247 萬 | 0.09% | +20,290 | 新進 |
| Tributary Capital Management, LLC | 19,142 | $1,176 萬 | 0.97% | +19,142 | 新進 |
| Rhumbline Advisers | 19,006 | $1,168 萬 | 0.01% | −2,422−11.3% | 減碼 |
| Pillsbury Lake Capital LLC | 18,772 | $1,153 萬 | 3.17% | +2,998+19.0% | 加碼 |
| Trexquant Investment LP | 18,547 | $1,139 萬 | 0.07% | +18,547 | 新進 |
| First Sabrepoint Capital Management LP | 18,500 | $1,137 萬 | 4.86% | −14,540−44.0% | 減碼 |
| Legal & General Group Plc | 17,977 | $1,104 萬 | 0.00% | −419−2.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 17,902 | $1,100 萬 | 0.01% | +17,203+2,461.1% | 加碼 |
| Raymond James Financial Inc | 17,519 | $1,076 萬 | 0.00% | −768−4.2% | 減碼 |
| Barclays PLC | 15,415 | $947.1 萬 | 0.00% | +3,425+28.6% | 加碼 |
| Swiss National Bank | 15,180 | $932.6 萬 | 0.00% | −240−1.6% | 減碼 |
| Intrinsic Edge Capital Management LLC | 15,000 | $921.6 萬 | 1.14% | +15,000 | 新進 |
| Rafferty Asset Management, LLC | 14,813 | $910.1 萬 | 0.02% | +3,777+34.2% | 加碼 |
| Aviance Capital Partners, LLC | 14,715 | $904.1 萬 | 0.94% | +564+4.0% | 加碼 |
| Jacobs Levy Equity Management, Inc | 14,595 | $896.7 萬 | 0.03% | +2,757+23.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 14,370 | $882.9 萬 | 0.14% | −1,618−10.1% | 減碼 |
| Pier Capital, LLC | 14,075 | $864.7 萬 | 1.15% | +236+1.7% | 加碼 |
| SG Capital Management LLC | 13,903 | $854.2 萬 | 0.77% | −1,021−6.8% | 減碼 |
| Deutsche Bank AG | 13,876 | $852.5 萬 | 0.00% | +4,137+42.5% | 加碼 |
| UBS Asset Management Americas Inc | 13,805 | $848.2 萬 | 0.00% | −184−1.3% | 減碼 |
| Ashford Capital Management Inc | 13,730 | $843.5 萬 | 0.90% | −15,187−52.5% | 減碼 |
| Russell Investments Group, Ltd. | 13,683 | $840.7 萬 | 0.01% | +3,148+29.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 13,097 | $804.7 萬 | 2.22% | +643+5.2% | 加碼 |
| Ballast Asset Management, LP | 11,995 | $736.9 萬 | 2.94% | −122−1.0% | 減碼 |
| Citadel Advisors LLC | 11,872 | $729.4 萬 | 0.00% | −13,313−52.9% | 減碼 |
| Wells Fargo & Company | 11,213 | $688.9 萬 | 0.00% | +6,978+164.8% | 加碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 9,801 | $602.2 萬 | 0.01% | −278−2.8% | 減碼 |
| UBS Group AG | 9,474 | $582.1 萬 | 0.00% | −72,649−88.5% | 減碼 |
| SEI Investments Co | 9,382 | $576.4 萬 | 0.01% | −3,112−24.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 9,401 | $565.8 萬 | 0.01% | +943+11.1% | 加碼 |
| Brasada Capital Management, LP | 8,885 | $545.9 萬 | 0.99% | −890−9.1% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 8,810 | $541.3 萬 | 1.48% | −7,040−44.4% | 減碼 |
| California State Teachers Retirement System | 8,652 | $531.6 萬 | 0.00% | −667−7.2% | 減碼 |
| Alliancebernstein L.P. | 10,353 | $501.4 萬 | 0.00% | +352+3.5% | 加碼 |
| Prudential Financial Inc | 8,034 | $493.6 萬 | 0.01% | +64+0.8% | 加碼 |
| Royal Bank of Canada | 7,906 | $485.6 萬 | 0.00% | +975+14.1% | 加碼 |
| Watchman Group, Inc. | 7,788 | $478.5 萬 | 1.07% | +108+1.4% | 加碼 |
| First Trust Advisors LP | 7,771 | $477.4 萬 | 0.00% | +3,391+77.4% | 加碼 |
| Confluence Investment Management LLC | 7,310 | $449.1 萬 | 0.07% | −680−8.5% | 減碼 |
| State of Wisconsin Investment Board | 7,211 | $443.0 萬 | 0.01% | −4,556−38.7% | 減碼 |
| Vanguard Asset Management, Ltd | 7,204 | $442.6 萬 | 0.00% | 00.0% | 不變 |
| Man Group plc | 7,167 | $440.3 萬 | 0.01% | −1,116−13.5% | 減碼 |
| Creative Planning | 6,843 | $420.4 萬 | 0.00% | +1,727+33.8% | 加碼 |