CVCO Cavco Industries, Inc.
Cavco Industries, Inc. (CVCO) Institutional Ownership
What the institutions did with CVCO last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 1.2M | 16.1% |
| Capital World Investors | 528.2K | 6.8% |
| STATE STREET CORP | 419.2K | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 347.6K | 4.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 331.2K | 4.3% |
| Boston Partners | 325.6K | 4.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 259.2K | 3.3% |
| FIDUCIARY MANAGEMENT INC /WI/ | 250.1K | 3.2% |
| DIMENSIONAL FUND ADVISORS LP | 203.5K | 2.6% |
| AMERIPRISE FINANCIAL INC | 180.5K | 2.3% |
| Boston Trust Walden Corp | 155.7K | 2.0% |
| GW&K Investment Management, LLC | 153.4K | 2.0% |
| Invesco Ltd. | 149.7K | 1.9% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 130.4K | 1.7% |
| Point72 Asset Management, L.P. | 109.5K | 1.4% |
| FMR LLC | 109.3K | 1.4% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 108.4K | 1.4% |
| VICTORY CAPITAL MANAGEMENT INC | 105.9K | 1.4% |
| NORTHERN TRUST CORP | 86.9K | 1.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 86.6K | 1.1% |
| GAMCO INVESTORS, INC. ET AL | 79.8K | 1.0% |
| MARSHALL WACE, LLP | 74.8K | 1.0% |
| Jupiter Topco LLC | 69.9K | 0.9% |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | 69.7K | 0.9% |
| GOLDMAN SACHS GROUP INC | 61.7K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Capital World Investors | Reduced | 616.6K | 528.2K | -88.4K |
| Broad Bay Capital Management, LP | Reduced | 100.3K | 23.9K | -76.5K |
| UBS Group AG | Reduced | 82.1K | 9.5K | -72.6K |
| SAMLYN CAPITAL, LLC | Sold Out | 69.5K | 0 | -69.5K |
| MARSHALL WACE, LLP | Increased | 6.8K | 74.8K | +68.0K |
| FMR LLC | Reduced | 167.4K | 109.3K | -58.1K |
| GFS Advisors, LLC | New | 0 | 57.5K | +57.5K |
| BlackRock, Inc. | Increased | 1.2M | 1.2M | +50.3K |
| AMERIPRISE FINANCIAL INC | Increased | 139.8K | 180.5K | +40.7K |
| Duquesne Family Office LLC | New | 0 | 39.5K | +39.5K |
| Lighthouse Investment Partners, LLC | Sold Out | 33.7K | 0 | -33.7K |
| Tensile Capital Management LP | Sold Out | 33.0K | 0 | -33.0K |
| Invesco Ltd. | Reduced | 181.8K | 149.7K | -32.1K |
| GOLDMAN SACHS GROUP INC | Reduced | 93.2K | 61.7K | -31.5K |
| VICTORY CAPITAL MANAGEMENT INC | Increased | 79.2K | 105.9K | +26.6K |
| Boston Partners | Increased | 299.7K | 325.6K | +25.9K |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | New | 0 | 25.2K | +25.2K |
| CAPITAL FUND MANAGEMENT S.A. | New | 0 | 20.3K | +20.3K |
| TUDOR INVESTMENT CORP ET AL | Sold Out | 20.2K | 0 | -20.2K |
| Tributary Capital Management, LLC | New | 0 | 19.1K | +19.1K |
| Trexquant Investment LP | New | 0 | 18.5K | +18.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 240.7K | 259.2K | +18.5K |
| FIDUCIARY MANAGEMENT INC /WI/ | Reduced | 267.5K | 250.1K | -17.4K |
| STATE STREET CORP | Increased | 401.9K | 419.2K | +17.3K |
| D. E. Shaw & Co., Inc. | Increased | 699 | 17.9K | +17.2K |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | Reduced | 42.0K | 25.0K | -17.0K |
| Boston Trust Walden Corp | Increased | 139.8K | 155.7K | +15.9K |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | Increased | 54.1K | 69.7K | +15.6K |
| CITIGROUP INC | Increased | 8.3K | 23.7K | +15.3K |
| ASHFORD CAPITAL MANAGEMENT INC | Reduced | 28.9K | 13.7K | -15.2K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | 0 | 15.0K | +15.0K |
| ROYCE & ASSOCIATES LP | Sold Out | 14.7K | 0 | -14.7K |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | Reduced | 33.0K | 18.5K | -14.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 317.7K | 331.2K | +13.4K |
| CITADEL ADVISORS LLC | Reduced | 25.2K | 11.9K | -13.3K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 47.7K | 35.1K | -12.7K |
| Nuveen, LLC | Increased | 45.7K | 57.3K | +11.6K |
| Militia Capital Management LLC | Sold Out | 11.2K | 0 | -11.2K |
| BANK OF AMERICA CORP /DE/ | Increased | 27.4K | 38.6K | +11.2K |
| BESSEMER GROUP INC | Reduced | 59.9K | 50.0K | -9.9K |
| GW&K Investment Management, LLC | Reduced | 163.3K | 153.4K | -9.8K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 14.6K | 22.8K | +8.2K |
| Qube Research & Technologies Ltd | Increased | 17.6K | 25.2K | +7.6K |
| Philadelphia Financial Management of San Francisco, LLC | Reduced | 15.9K | 8.8K | -7.0K |
| WELLS FARGO & COMPANY/MN | Increased | 4.2K | 11.2K | +7.0K |
| Point72 Asset Management, L.P. | Increased | 102.7K | 109.5K | +6.8K |
| JPMORGAN CHASE & CO | Reduced | 43.9K | 37.1K | -6.8K |
| Y-Intercept (Hong Kong) Ltd | Reduced | 9.1K | 2.5K | -6.6K |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | 92.6K | 86.6K | -6.1K |
| Handelsbanken Fonder AB | Reduced | 46.6K | 40.6K | -6.0K |
| CANNELL CAPITAL LLC | Sold Out | 5.8K | 0 | -5.8K |
| Bridgewater Associates, LP | Sold Out | 5.7K | 0 | -5.7K |
| Quadrature Capital Ltd | Sold Out | 5.6K | 0 | -5.6K |
| NORTHERN TRUST CORP | Increased | 81.7K | 86.9K | +5.3K |
| Quantinno Capital Management LP | Increased | 1.2K | 6.3K | +5.2K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 26.9K | 31.5K | +4.6K |
| STATE OF WISCONSIN INVESTMENT BOARD | Reduced | 11.8K | 7.2K | -4.6K |
| ANCHOR CAPITAL ADVISORS LLC | Increased | 4.5K | 9.0K | +4.5K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 37.9K | 42.2K | +4.2K |
| DEUTSCHE BANK AG\ | Increased | 9.7K | 13.9K | +4.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.