Who owns Cavco Industries, Inc. (CVCO)
Which tracked institutional funds hold CVCO, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CVCO company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
55 tracked funds added or opened CVCO while 129 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CVCO’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes CVCO more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in CVCO divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 342 tracked filers holding CVCO, 190 increased or opened the position and 177 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CVCO between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- VANGUARD CAPITAL MANAGEMENT LLC$169M
- VANGUARD PORTFOLIO MANAGEMENT LLC$154M
- VANGUARD FIDUCIARY TRUST CO$26M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$20M
- Tensile Capital Management LP$16M
- Philadelphia Financial Management of San Francisco, LLC$8M
Full exits 22
- VANGUARD GROUP INC$436M
- Junto Capital Management LP$47M
- BAMCO INC /NY/$22M
- JANE STREET GROUP, LLC$12M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$9M
- TEACHER RETIREMENT SYSTEM OF TEXAS$7M
Largest adds
- VICTORY CAPITAL MANAGEMENT INC$37M
- Invesco Ltd.$21M
- MILLENNIUM MANAGEMENT LLC$20M
- UBS Group AG$16M
- Lighthouse Investment Partners, LLC$14M
- FIDUCIARY MANAGEMENT INC /WI/$14M
Largest trims
- BlackRock, Inc.$280M
- PRICE T ROWE ASSOCIATES INC /MD/$81M
- Capital World Investors$80M
- FMR LLC$77M
- Boston Partners$73M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$51M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 884,081 | $428M | 10.4% | 2026-Q1 |
| Capital World Investors trimmed | 616,579 | $299M | 7.3% | 2026-Q1 |
| STATE STREET CORP added | 401,905 | $195M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 348,123 | $169M | 4.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 317,722 | $154M | 3.8% | 2026-Q1 |
| Boston Partners trimmed | 299,660 | $145M | 3.5% | 2026-Q1 |
| FIDUCIARY MANAGEMENT INC /WI/ added | 267,514 | $130M | 3.2% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 240,673 | $117M | 2.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 200,952 | $97M | 2.4% | 2026-Q1 |
| GW&K Investment Management, LLC added | 163,284 | $79M | 1.9% | 2026-Q1 |
| FMR LLC trimmed | 162,181 | $79M | 1.9% | 2026-Q1 |
| Invesco Ltd. added | 161,376 | $78M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 139,848 | $68M | 1.7% | 2026-Q1 |
| Boston Trust Walden Corp trimmed | 139,783 | $68M | 1.7% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 130,081 | $61M | 1.5% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 104,726 | $51M | 1.2% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 102,715 | $50M | 1.2% | 2026-Q1 |
| Broad Bay Capital Management, LP trimmed | 100,312 | $49M | 1.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 93,174 | $45M | 1.1% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 92,621 | $45M | 1.1% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL trimmed | 83,074 | $40M | 1.0% | 2026-Q1 |
| UBS Group AG added | 82,123 | $40M | 1.0% | 2026-Q1 |
| NORTHERN TRUST CORP added | 81,664 | $40M | 1.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 79,243 | $38M | 0.9% | 2026-Q1 |
| SAMLYN CAPITAL, LLC trimmed | 69,484 | $34M | 0.8% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 68,741 | $33M | 0.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 61,383 | $30M | 0.7% | 2026-Q1 |
| BESSEMER GROUP INC added | 59,878 | $29M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 58,410 | $28M | 0.7% | 2026-Q1 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC trimmed | 54,097 | $26M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 53,981 | $26M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 53,306 | $26M | 0.6% | 2026-Q1 |
| GABELLI FUNDS LLC added | 51,300 | $25M | 0.6% | 2026-Q1 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 50,991 | $25M | 0.6% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 47,744 | $23M | 0.6% | 2026-Q1 |
| Capital Research Global Investors added | 47,014 | $23M | 0.6% | 2026-Q1 |
| Handelsbanken Fonder AB trimmed | 46,586 | $23M | 0.6% | 2026-Q1 |
| Nuveen, LLC trimmed | 45,670 | $22M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 44,823 | $22M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 43,882 | $20M | 0.5% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 42,059 | $20M | 0.5% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. new | 42,035 | $20M | 0.5% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 37,929 | $18M | 0.4% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC added | 36,573 | $18M | 0.4% | 2026-Q1 |
| Lighthouse Investment Partners, LLC added | 33,744 | $16M | 0.4% | 2026-Q1 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP added | 33,040 | $16M | 0.4% | 2026-Q1 |
| Tensile Capital Management LP new | 33,000 | $16M | 0.4% | 2026-Q1 |
| ROBOTTI ROBERT added | 32,388 | $16M | 0.4% | 2026-Q1 |
| Cerity Partners LLC added | 30,641 | $15M | 0.4% | 2026-Q1 |
| Public Sector Pension Investment Board added | 30,319 | $15M | 0.4% | 2026-Q1 |
| Robeco Schweiz AG added | 29,200 | $14M | 0.3% | 2026-Q1 |
| ASHFORD CAPITAL MANAGEMENT INC added | 28,917 | $14M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 27,353 | $13M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 26,883 | $13M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 25,185 | $12M | 0.3% | 2026-Q1 |
| EULAV Asset Management | 21,900 | $11M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 21,428 | $10M | 0.3% | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL added | 20,234 | $10M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 19,047 | $9M | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 18,396 | $9M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 18,287 | $9M | 0.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 17,682 | $9M | 0.2% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 17,625 | $9M | 0.2% | 2026-Q1 |
| Susquehanna Portfolio Strategies, LLC trimmed | 15,988 | $8M | 0.2% | 2026-Q1 |
| Philadelphia Financial Management of San Francisco, LLC new | 15,850 | $8M | 0.2% | 2026-Q1 |
| Pillsbury Lake Capital LLC trimmed | 15,774 | $8M | 0.2% | 2026-Q1 |
| Swiss National Bank trimmed | 15,420 | $7M | 0.2% | 2026-Q1 |
| SG Capital Management LLC trimmed | 14,924 | $7M | 0.2% | 2026-Q1 |
| NORGES BANK trimmed | 13,857 | $7M | 0.2% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 14,700 | $7M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 14,465 | $7M | 0.2% | 2026-Q1 |
| Aviance Capital Partners, LLC trimmed | 14,151 | $7M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 13,989 | $7M | 0.2% | 2026-Q1 |
| Pier Capital, LLC added | 13,839 | $7M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO added | 12,494 | $6M | 0.1% | 2026-Q1 |
| Westbourne Investment Advisors, Inc. added | 12,454 | $6M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 10,001 | $6M | 0.1% | 2026-Q1 |
| Ballast Asset Management, LP added | 12,117 | $6M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 11,990 | $6M | 0.1% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 11,838 | $6M | 0.1% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 11,767 | $6M | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC trimmed | 11,036 | $5M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 10,535 | $5M | 0.1% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 10,079 | $5M | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 9,739 | $5M | 0.1% | 2026-Q1 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 9,775 | $5M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 738,312 | $436M | 10.6% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 105,091 | $55M | 1.3% | 2025-Q1 stale |
| Junto Capital Management LP new | 78,857 | $47M | 1.1% | 2025-Q4 stale |
| LOOMIS SAYLES & CO L P trimmed | 52,726 | $23M | 0.6% | 2025-Q2 stale |
| BAMCO INC /NY/ new | 37,078 | $22M | 0.5% | 2025-Q4 stale |
| OSTERWEIS CAPITAL MANAGEMENT INC trimmed | 33,337 | $17M | 0.4% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 20,983 | $12M | 0.3% | 2025-Q4 stale |
| Fisher Asset Management, LLC trimmed | 27,682 | $12M | 0.3% | 2025-Q2 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 14,943 | $9M | 0.2% | 2025-Q4 stale |
| Interval Partners, LP added | 14,895 | $8M | 0.2% | 2025-Q1 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS added | 12,355 | $7M | 0.2% | 2025-Q4 stale |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 11,000 | $6M | 0.2% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 10,529 | $6M | 0.1% | 2025-Q3 stale |
| LAZARD ASSET MANAGEMENT LLC added | 9,119 | $5M | 0.1% | 2025-Q3 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.