Security record
CVCO
Cavco Industries, Inc. · Consumer Cyclical · Residential Construction
108Tracked holders
-2Δ holders
5.71MShares held
$3.50BReported value
+2New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth -1.8% ·
share flow +1.1% ·
net new positions -1.9%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 108 | -2 | 5.71M | $3.50B | +2 | −4 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 1.25M | +4.2% | $767.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | Capital World Investors ✦ | 528.19K | -14.3% | $324.51M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (passive) | 419.20K | +4.3% | $257.55M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 18 | Vanguard Capital Management Llc | 347.62K | -0.1% | $213.57M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 20 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 21 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 22 | Boston Partners | 325.60K | +8.7% | $199.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 259.18K | +7.7% | $159.26M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | Geode Capital Management ✦ (passive) | 259.18K | +7.7% | $159.26M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 25 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 203.46K | +1.2% | $125.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 180.51K | +29.1% | $110.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 180.51K | +29.1% | $110.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 180.51K | +29.1% | $110.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Invesco Ltd. | 149.66K | -17.7% | $91.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Schroder Investment Management Group | 130.35K | +0.2% | $80.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 44 | Schroder Investment Management Group | 130.35K | +0.2% | $80.01M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Point72 Asset Management ✦ | 109.53K | +6.6% | $67.29M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 109.29K | -34.7% | $67.15M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 50 | Charles Schwab Investment… | 108.39K | +3.5% | $66.59M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Victory Capital Management Inc | 105.87K | +33.6% | $65.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Northern Trust Corp | 86.94K | +6.5% | $53.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | T. Rowe Price ✦ | 86.55K | -6.5% | $53.18M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 59 | T. Rowe Price ✦ | 86.55K | -6.5% | $53.18M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 60 | GAMCO Investors ✦ | 79.84K | -3.9% | $49.05M | 0.4% | ▼ Trim | 9 | SEC ↗ |
| 61 | Marshall Wace ✦ | 74.84K | +994.1% | $45.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Marshall Wace ✦ | 74.84K | +994.1% | $45.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Marshall Wace ✦ | 74.84K | +994.1% | $45.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 61.68K | -33.8% | $37.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Goldman Sachs Group ✦ | 61.68K | -33.8% | $37.89M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 71 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 72 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 73 | Morgan Stanley ✦ | 57.66K | -6.1% | $35.43M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 74 | Nuveen, LLC | 57.30K | +25.5% | $35.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Nuveen, LLC | 57.30K | +25.5% | $35.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Nuveen, LLC | 57.30K | +25.5% | $35.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Principal Financial Group Inc | 55.04K | +3.2% | $33.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Principal Financial Group Inc | 55.04K | +3.2% | $33.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 81 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 82 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Franklin Resources Inc | 54.39K | -6.9% | $33.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Capital Research Global Investors | 48.29K | +2.7% | $29.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Bank of New York Mellon Corp | 45.73K | +2.0% | $28.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Renaissance Technologies ✦ | 42.17K | +11.2% | $25.91M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 95 | Duquesne Family Office ✦ | 39.50K | New | $24.27M | 0.6% | New | 1 | SEC ↗ |
| 96 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Bank Of America Corp /De/ | 38.56K | +41.0% | $23.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Duquesne Family Office | $24.27M | 0.6% |
Exited
| Tudor Investment Corp Et Al | $9.80M | was 0.1% |
| Bridgewater Associates | $2.76M | was 0.0% |
| Credit Agricole S A | $1.70M | was 0.0% |
| Robeco Institutional Asset… | $723,045 | 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: Q2 2026 ·
Methodology ·
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