Who owns Cavco Industries (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-Q2 13F filings (latest filed 2026-09-22). 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
140 tracked funds added or opened CVCO while 58 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, BlackRock, 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 2026-Q1 and 2026-Q2, across 330 tracked filers holding CVCO, 191 increased or opened the position and 165 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
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 2026-Q1 and 2026-Q2 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 18
- Jupiter Topco LLC$43M
- Duquesne Family Office LLC$24M
- HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$15M
- CAPITAL FUND MANAGEMENT S.A.$12M
- Tributary Capital Management, LLC$12M
- Trexquant Investment LP$11M
Full exits 37
- GW&K Investment Management, LLC$79M
- SAMLYN CAPITAL, LLC$34M
- JANUS HENDERSON GROUP PLC$33M
- BESSEMER GROUP INC$29M
- Handelsbanken Fonder AB$23M
- Lighthouse Investment Partners, LLC$16M
Largest adds
- BlackRock, Inc.$339M
- STATE STREET CORP$63M
- Boston Partners$54M
- VANGUARD PORTFOLIO MANAGEMENT LLC$50M
- VANGUARD CAPITAL MANAGEMENT LLC$45M
- AMERIPRISE FINANCIAL INC$43M
Largest trims
- UBS Group AG$34M
- Broad Bay Capital Management, LP$34M
- FMR LLC$11M
- GOLDMAN SACHS GROUP INC$7M
- ASHFORD CAPITAL MANAGEMENT INC$6M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,248,595 | $767M | 17.4% | 2026-Q2 |
| Capital World Investors trimmed | 528,190 | $325M | 7.4% | 2026-Q2 |
| STATE STREET CORP added | 419,204 | $258M | 5.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 347,619 | $214M | 4.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 331,162 | $203M | 4.6% | 2026-Q2 |
| Boston Partners added | 325,596 | $200M | 4.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 259,180 | $159M | 3.6% | 2026-Q2 |
| FIDUCIARY MANAGEMENT INC /WI/ trimmed | 250,135 | $154M | 3.5% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 203,458 | $125M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 180,511 | $111M | 2.5% | 2026-Q2 |
| Boston Trust Walden Corp added | 155,713 | $96M | 2.2% | 2026-Q2 |
| Invesco Ltd. trimmed | 149,655 | $92M | 2.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 130,350 | $80M | 1.8% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 109,528 | $67M | 1.5% | 2026-Q2 |
| FMR LLC trimmed | 109,289 | $67M | 1.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 108,389 | $67M | 1.5% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 105,872 | $65M | 1.5% | 2026-Q2 |
| NORTHERN TRUST CORP added | 86,937 | $53M | 1.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 86,552 | $53M | 1.2% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL trimmed | 79,844 | $49M | 1.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 74,839 | $46M | 1.0% | 2026-Q2 |
| Jupiter Topco LLC new | 69,912 | $43M | 1.0% | 2026-Q2 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC added | 69,707 | $43M | 1.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 61,679 | $38M | 0.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 57,665 | $35M | 0.8% | 2026-Q2 |
| Nuveen, LLC added | 57,303 | $35M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 55,612 | $34M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 55,036 | $34M | 0.8% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 54,387 | $33M | 0.8% | 2026-Q2 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. added | 53,930 | $33M | 0.8% | 2026-Q2 |
| GABELLI FUNDS LLC trimmed | 48,780 | $30M | 0.7% | 2026-Q2 |
| Capital Research Global Investors added | 48,293 | $30M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp added | 45,731 | $28M | 0.6% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 42,169 | $26M | 0.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 41,242 | $25M | 0.6% | 2026-Q2 |
| Duquesne Family Office LLC new | 39,500 | $24M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 38,557 | $24M | 0.5% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 37,226 | $23M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 37,102 | $23M | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 35,070 | $22M | 0.5% | 2026-Q2 |
| Public Sector Pension Investment Board added | 32,524 | $20M | 0.5% | 2026-Q2 |
| ROBOTTI ROBERT added | 32,396 | $20M | 0.5% | 2026-Q2 |
| Cerity Partners LLC added | 31,514 | $19M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 31,454 | $19M | 0.4% | 2026-Q2 |
| Robeco Schweiz AG | 29,200 | $18M | 0.4% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 25,204 | $15M | 0.4% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND new | 25,200 | $15M | 0.4% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. trimmed | 25,000 | $15M | 0.3% | 2026-Q2 |
| Broad Bay Capital Management, LP trimmed | 23,853 | $15M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 23,690 | $15M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 22,824 | $14M | 0.3% | 2026-Q2 |
| EULAV Asset Management | 21,900 | $13M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 21,804 | $13M | 0.3% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 20,396 | $13M | 0.3% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. new | 20,290 | $12M | 0.3% | 2026-Q2 |
| Tributary Capital Management, LLC new | 19,142 | $12M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 19,006 | $12M | 0.3% | 2026-Q2 |
| Pillsbury Lake Capital LLC added | 18,772 | $12M | 0.3% | 2026-Q2 |
| Trexquant Investment LP added | 18,547 | $11M | 0.3% | 2026-Q2 |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP trimmed | 18,500 | $11M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 17,977 | $11M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 17,902 | $11M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 17,519 | $11M | 0.2% | 2026-Q2 |
| BARCLAYS PLC added | 15,415 | $9M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 15,180 | $9M | 0.2% | 2026-Q2 |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC added | 15,000 | $9M | 0.2% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 14,813 | $9M | 0.2% | 2026-Q2 |
| Aviance Capital Partners, LLC added | 14,715 | $9M | 0.2% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC added | 14,595 | $9M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC trimmed | 14,370 | $9M | 0.2% | 2026-Q2 |
| Pier Capital, LLC added | 14,075 | $9M | 0.2% | 2026-Q2 |
| SG Capital Management LLC trimmed | 13,903 | $9M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 13,876 | $9M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 13,805 | $8M | 0.2% | 2026-Q2 |
| ASHFORD CAPITAL MANAGEMENT INC trimmed | 13,730 | $8M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 13,683 | $8M | 0.2% | 2026-Q2 |
| Westbourne Investment Advisors, Inc. added | 13,097 | $8M | 0.2% | 2026-Q2 |
| Ballast Asset Management, LP trimmed | 11,995 | $7M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 11,872 | $7M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 11,213 | $7M | 0.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 10,353 | $5M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 9,801 | $6M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 9,474 | $6M | 0.1% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 9,401 | $6M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 9,382 | $6M | 0.1% | 2026-Q2 |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 8,810 | $5M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 8,652 | $5M | 0.1% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 8,034 | $5M | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,906 | $5M | 0.1% | 2026-Q2 |
| Watchman Group, Inc. added | 7,788 | $5M | 0.1% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 7,771 | $5M | 0.1% | 2026-Q2 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 7,310 | $4M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 7,211 | $4M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd | 7,204 | $4M | 0.1% | 2026-Q2 |
| Man Group plc trimmed | 7,167 | $4M | 0.1% | 2026-Q2 |
| Creative Planning added | 6,843 | $4M | 0.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,724 | $4M | 0.1% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 6,589 | $4M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 6,339 | $4M | 0.1% | 2026-Q2 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 0 | $5M | 0.1% | 2026-Q2 |
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.