Security record · archived quarter
CVCO
Cavco Industries, Inc. · Consumer Cyclical · Residential Construction
113Tracked holders
-2Δ holders
5.72MShares held
$2.77BReported value
+7New positions
−10Exits
Momentum inputs (comparable managers):
holder breadth -1.7% ·
share flow +0.5% ·
net new positions -2.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 106 | -2 | 5.71M | $3.50B | +2 | −6 |
| Q1 2026 | 113 | -2 | 5.72M | $2.77B | +7 | −10 |
| Q4 2025 | 114 | +2 | 5.98M | $3.54B | +3 | — |
| Q3 2025 | 18 | -2 | 4.32M | $2.51B | +1 | −4 |
| Q2 2025 | 18 | -1 | 4.06M | $1.76B | +2 | −3 |
| Q1 2025 | 16 | +1 | 1.70M | $882.08M | +2 | −1 |
| Q4 2024 | 15 | -1 | 1.76M | $786.34M | — | −1 |
| Q3 2024 | 15 | 0 | 1.48M | $634.24M | +1 | −1 |
| Q2 2024 | 15 | — | 1.50M | $519.24M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.20M | 0.0% | $580.33M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 2 | Capital World Investors ✦ | 616.58K | -3.7% | $298.60M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 401.90K | +3.1% | $194.64M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Vanguard Capital Management Llc | 348.12K | — | $168.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Boston Partners | 299.66K | -18.5% | $145.09M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Geode Capital Management ✦ (passive) | 240.67K | +3.4% | $116.57M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 7 | Dimensional Fund Advisors Lp | 200.95K | -0.1% | $97.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Invesco Ltd. | 181.78K | +88.7% | $88.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×10 |
| 9 | Fidelity (FMR) ✦ | 167.38K | -36.4% | $81.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 10 | Ameriprise Financial Inc | 139.85K | -2.7% | $67.73M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Schroder Investment Management Group | 130.08K | — | $60.64M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 12 | Charles Schwab Investment… | 104.73K | +2.4% | $50.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Point72 Asset Management ✦ | 102.72K | +46.0% | $49.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 93.17K | +25.6% | $45.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | T. Rowe Price ✦ | 92.62K | -56.6% | $44.86M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 16 | GAMCO Investors ✦ | 83.07K | -9.6% | $40.23M | 0.4% | ▼ Trim | 8 | SEC ↗ |
| 17 | UBS Group AG | 82.12K | +105.2% | $39.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Northern Trust Corp | 81.66K | +1.6% | $39.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 19 | Victory Capital Management Inc | 79.24K | +3186.7% | $38.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Janus Henderson Group Plc | 68.74K | -0.1% | $33.29M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Morgan Stanley ✦ | 61.38K | -2.7% | $29.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×13 |
| 22 | Franklin Resources Inc | 58.41K | +27.0% | $28.29M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 23 | Principal Financial Group Inc | 53.31K | +3.4% | $25.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Millennium Management ✦ | 47.74K | +801.0% | $23.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 25 | Capital Research Global Investors | 47.01K | +112.7% | $22.77M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Nuveen, LLC | 45.67K | -14.6% | $22.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 27 | Bank of New York Mellon Corp | 44.82K | -21.4% | $21.71M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 28 | JPMorgan Chase ✦ | 43.88K | +81.0% | $20.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 29 | Adage Capital Partners ✦ | 42.03K | New | $20.36M | 0.0% | New | 1 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 37.93K | +216.9% | $18.37M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Cerity Partners LLC | 30.64K | +7.3% | $14.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Bank Of America Corp /De/ | 27.35K | +7.1% | $13.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 33 | Envestnet Asset Management Inc | 26.88K | +6.9% | $13.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 25.18K | -38.6% | $12.20M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 35 | Rhumbline Advisers | 21.43K | +1.1% | $10.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Tudor Investment Corp Et Al | 20.23K | +32.7% | $9.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Neuberger Berman Group LLC | 19.05K | -21.4% | $9.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Legal & General Group Plc | 18.40K | -9.4% | $8.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 39 | Raymond James Financial Inc | 18.29K | +6.7% | $8.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | American Century Companies Inc | 17.68K | -42.2% | $8.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 17.62K | +1306.6% | $8.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Swiss National Bank | 15.42K | -1.3% | $7.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 14.63K | +394.7% | $7.08M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 44 | UBS AM, a distinct business unit of… | 13.99K | +3.0% | $6.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 45 | Sei Investments Co | 12.49K | +82.7% | $6.05M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 46 | Alliancebernstein L.P. | 10.00K | +11.7% | $5.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Barclays Plc | 11.99K | -41.1% | $5.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | State Of Wisconsin Investment Board | 11.77K | -6.4% | $5.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 10.54K | -14.9% | $5.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 50 | Universal- Beteiligungs- und… | 10.08K | +10.2% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Deutsche Bank Ag\ | 9.74K | +7.1% | $4.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 52 | California State Teachers… | 9.32K | +24.1% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Allspring Global Investments… | 8.46K | -36.2% | $4.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Citigroup Inc | 8.35K | -7.9% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 55 | Man Group plc | 8.28K | -45.1% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Prudential Financial Inc | 7.97K | -8.7% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Royal Bank Of Canada | 6.93K | -27.2% | $3.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 58 | Marshall Wace ✦ | 6.84K | +35.6% | $3.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 59 | Susquehanna International Group, Llp | 6.37K | +64.3% | $3.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Bridgewater Associates ✦ | 5.70K | +40.1% | $2.76M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 61 | Allianz Asset Management GmbH | 5.60K | -64.7% | $2.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Creative Planning | 5.12K | +23.4% | $2.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Jones Financial Companies Lllp | 5.30K | +862.2% | $2.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Two Sigma Investments ✦ | 4.50K | New | $2.18M | 0.0% | New | 1 | SEC ↗ |
| 65 | Balyasny Asset Management L.P. | 4.44K | New | $2.15M | 0.0% | New | 1 | SEC ↗ |
| 66 | First Trust Advisors Lp | 4.38K | +28.8% | $2.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wells Fargo & Company/Mn | 4.24K | -55.9% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 68 | LPL Financial LLC | 4.17K | +19.1% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Squarepoint Ops LLC | 4.00K | New | $1.94M | 0.0% | New | 1 | SEC ↗ |
| 70 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 3.67K | +2.3% | $1.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Credit Agricole S A | 3.52K | 0.0% | $1.70M | 0.0% | Held | 2 | SEC ↗ |
| 72 | Manufacturers Life Insurance… | 3.42K | -3.3% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Truist Financial Corp | 3.32K | +2.6% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 74 | Voya Investment Management Llc | 3.15K | -6.0% | $1.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Fifth Third Bancorp | 2.82K | +599.0% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | New York State Common Retirement… | 2.57K | +4.0% | $1.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Bnp Paribas Financial Markets | 2.54K | -61.0% | $1.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | State Board Of Administration Of… | 2.00K | -9.3% | $968,096 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | HighTower Advisors, LLC | 1.78K | +9.7% | $862,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Zurcher Kantonalbank (Zurich… | 1.74K | +130.8% | $840,727 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Amundi | 1.61K | +33.2% | $779,223 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Robeco Institutional Asset… | 1.49K | +3.0% | $723,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Corient Private Wealth LP | 1.39K | -53.8% | $673,648 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Mml Investors Services, Llc | 1.38K | +11.1% | $665,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Pictet Asset Management Holding SA | 1.30K | +4.3% | $631,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Captrust Financial Advisors | 1.30K | +18.1% | $627,604 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | ProShare Advisors LLC | 1.21K | -19.9% | $587,443 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | Quantinno Capital Management LP | 1.19K | +89.8% | $574,368 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Mariner, LLC | 1.12K | +31.6% | $542,143 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Peak6 Llc | 931 | New | $450,754 | 0.0% | New | 1 | SEC ↗ ×2 |
| 91 | Stifel Financial Corp | 896 | +1.0% | $433,923 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Cetera Investment Advisers | 842 | -12.7% | $407,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | Aviva Plc | 834 | -1.4% | $403,898 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | Cwm, Llc | 740 | +220.3% | $358,375 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 702 | -1.4% | $339,972 | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 96 | D. E. Shaw & Co. ✦ | 699 | 0.0% | $338,519 | 0.0% | Held | 8 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 676 | +9.7% | $327,381 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 98 | CIBC Bancorp USA Inc. | 588 | — | $284,763 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 99 | Mercer Global Advisors Inc /Adv | 579 | New | $280,404 | 0.0% | New | 1 | SEC ↗ |
| 100 | Commonwealth Equity Services, Llc | 573 | +0.9% | $277,500 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $20.36M | 0.0% |
| Two Sigma Investments | $2.18M | 0.0% |
| Balyasny Asset Management L.P. | $2.15M | 0.0% |
| Squarepoint Ops LLC | $1.94M | 0.0% |
| Peak6 Llc | $450,754 | 0.0% |
| Mercer Global Advisors Inc… | $280,404 | 0.0% |
Exited
| Bamco Inc /Ny/ | $21.90M | was 0.1% |
| Jane Street Group, Llc | $12.40M | was 0.0% |
| Norges Bank | $10.41M | was 0.0% |
| Arrowstreet Capital | $8.83M | was 0.0% |
| Hsbc Holdings Plc | $1.80M | was 0.0% |
| Assenagon Asset Management… | $1.04M | was 0.0% |
| Mackenzie Financial Corp | $285,950 | was 0.0% |
| Simplex Trading, Llc | $120,510 | was 0.0% |
| Canada Pension Plan… | $70,889 | was 0.0% |
| Danske Bank A/S | $59,074 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 339 holders, 7.77M shares, $3.56B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Aug 18
BIGBEE PAUL
Officer · 342 sh · $202,464
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 12
SC 13G/A — Capital World Investors
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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