| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 348K | $213.6M | -0.1% | 4.510% | 0.00% |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 331K | $203.5M | +4.2% | 4.297% | 0.01% |
| 6 | Boston Partners | 326K | $199.6M | +8.7% | 4.224% | 0.18% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 259K | $159.3M | +7.7% | 3.363% | 0.01% |
| 8 | FIDUCIARY MANAGEMENT INC /WI/ | 250K | $153.7M | -6.5% | 3.245% | 2.19% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 203K | $125.0M | +1.3% | 2.640% | 0.02% |
| 10 | AMERIPRISE FINANCIAL INC | 181K | $110.9M | +29.1% | 2.342% | 0.02% |
| 11 | Boston Trust Walden Corp | 156K | $95.7M | +11.4% | 2.020% | 0.73% |
| 12 | Invesco Ltd. | 150K | $91.9M | -17.7% | 1.942% | 0.01% |
| 13 | SCHRODER INVESTMENT MANAGEMENT GROUP | 130K | $80.0M | +0.2% | 1.691% | 0.06% |
| 14 | Point72 Asset Management, L.P. | 110K | $67.3M | +6.6% | 1.421% | 0.07% |
| 15 | FMR LLC | 109K | $67.1M | -34.7% | 1.418% | 0.00% |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 108K | $66.6M | +3.5% | 1.406% | 0.01% |
| 17 | VICTORY CAPITAL MANAGEMENT INC | 106K | $65.0M | +33.6% | 1.374% | 0.04% |
| 18 | NORTHERN TRUST CORP | 87K | $53.4M | +6.5% | 1.128% | 0.01% |
| 19 | GAMCO INVESTORS, INC. ET AL | 80K | $49.1M | -3.9% | 1.036% | 0.44% |
| 20 | MARSHALL WACE, LLP | 75K | $46.0M | +994.1% | 0.971% | 0.04% |
| 21 | Jupiter Topco LLC | 70K | $43.0M | — | 0.907% | 0.02% |
| 22 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 70K | $42.8M | +28.9% | 0.904% | 2.93% |
| 23 | GOLDMAN SACHS GROUP INC | 62K | $37.9M | -33.8% | 0.800% | 0.00% |
| 24 | MORGAN STANLEY | 58K | $35.4M | -6.1% | 0.748% | 0.00% |
| 25 | Nuveen, LLC | 57K | $35.2M | +25.5% | 0.743% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in CVCO — a direct measure of their conviction.
| 102.74% |
| +2.18 pp |
| $3.84B |
| +22% |
| Q4 2024 | 295 | +1.7% | 100.56% | 0.62 pp | $3.15B | +2.4% |
| Q3 2024 | 290 | — | 101.18% | — | $3.08B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
52 institutions opened new positions in CVCO during Q2 2026, while 37 fully exited. 264 added to existing positions and 37 trimmed.
CVCO institutional ownership fell by 1.99 percentage points quarter-over-quarter, with a net change of +15 holders.
The top 10 institutions account for 55.8% of all reported 13F value in CVCO, and the top 25 account for 75.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Cavco Industries, Inc. (CVCO) Institutional Ownership