Skip to main content

Cava Group, Inc.

CAVA
Exchange
NYSE
Industry
Retail-Eating Places
SEC CIK
0001639438

In the last 90 days, Cava Group, Inc. insiders filed 2 open-market purchases and 0 sales; 544 institutions reported holding it in 13F filings for Q2 2026, worth $8.21B in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Cava Group, Inc. as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
139
+49 vs. Q2 2023
Shares held
75.5M
+5.18M (+7.4%) vs. Q2 2023
Total value
$2.32B
−$562.8M (−19.5%) vs. Q2 2023
New holders
75
36 more added
Sold out
26
20 more reduced

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CAVA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ3 2023: 139 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 90 institutionsQ3 2023: 139 institutionsQ4 2023: 201 institutionsQ1 2024: 289 institutionsQ2 2024: 390 institutionsQ3 2024: 449 institutionsQ4 2024: 521 institutionsQ1 2025: 519 institutionsQ2 2025: 539 institutionsQ3 2025: 498 institutionsQ4 2025: 484 institutionsQ1 2026: 518 institutionsQ2 2026: 544 institutions
Value heldQ3 2023: $2.32B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $2.88BQ3 2023: $2.32BQ4 2023: $3.58BQ1 2024: $5.86BQ2 2024: $7.78BQ3 2024: $10.5BQ4 2024: $9.14BQ1 2025: $7.87BQ2 2025: $7.97BQ3 2025: $5.73BQ4 2025: $6.46BQ1 2026: $8.82BQ2 2026: $8.21B
Institutions holding CAVA and their total value by quarter
QuarterHoldersValue
Q2 2026544$8.21B
Q1 2026518$8.82B
Q4 2025484$6.46B
Q3 2025498$5.73B
Q2 2025539$7.97B
Q1 2025519$7.87B
Q4 2024521$9.14B
Q3 2024449$10.5B
Q2 2024390$7.78B
Q1 2024289$5.86B
Q4 2023201$3.58B
Q3 2023139$2.32B
Q2 202390$2.88B
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Cava Group, Inc.; share changes are against Q2 2023.

Institutions holding CAVA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Evermay Wealth Management LLC1$310.00%+1New
Quadrant Capital Group LLC4$1230.00%+4New
Institutional & Family Asset Management, LLC6$1840.00%00.0%Unchanged
Gradient Investments LLC12$3680.00%00.0%Unchanged
Concord Wealth Partners14$4290.00%+14New
Caldwell Sutter Capital, Inc.25$7660.00%+25New
Umb Bank N A33$1.01K0.00%+33New
National Bank of Canada35$1.07K0.00%+35New
Heritage Wealth Advisors40$1.23K0.00%+40New
AdvisorNet Financial, Inc50$1.53K0.00%+25+100.0%Added
Cary Street Partner Investment Advisory LLC58$1.78K0.00%+58New
GWM Advisors LLC66$2.02K0.00%+2+3.1%Added
Washington Trust Advisors, Inc.71$2.17K0.00%+71New
PSI Advisors, LLC75$2.30K0.00%+25+50.0%Added
Lindbrook Capital, LLC82$2.51K0.00%00.0%Unchanged
MCF Advisors LLC85$2.60K0.00%+85New
Benjamin F. Edwards & Company, Inc.100$3.00K0.00%+100New
US Bancorp100$3.06K0.00%−110−52.4%Reduced
Harbor Investment Advisory, LLC100$3.06K0.00%+100New
Focused Wealth Management, Inc100$3.06K0.00%+100New
IFP Advisors, Inc100$3.06K0.00%+100New
Global Wealth Management Investment Advisory, Inc.100$3.06K0.00%+100New
South State Corp.110$3.37K0.00%+110New
WR Wealth Planners, LLC125$3.83K0.00%+100+400.0%Added
CWM, LLC226$7.00K0.00%+226New
Sandy Spring Bank244$7.47K0.00%+5+2.1%Added
American International Group, Inc.248$7.60K0.00%+248New
Householder Group Estate & Retirement Specialist, LLC250$7.66K0.00%+250New
Citigroup Inc300$9.19K0.00%+300New
Newbridge Financial Services Group, Inc.300$9.19K0.00%+300New
Northwestern Mutual Wealth Management Co332$10.2K0.00%+332New
Bogart Wealth, LLC364$11.1K0.00%+285+360.8%Added
Steward Partners Investment Advisory, LLC385$11.8K0.00%−1,225−76.1%Reduced
Fifth Third Bancorp500$15.3K0.00%+500New
Toth Financial Advisory Corp506$15.5K0.00%+506New
Hoey Investments, Inc525$16.1K0.01%+525New
Glassman Wealth Services666$20.4K0.00%−28−4.0%Reduced
MetLife Investment Management840$25.7K0.00%+840New
Headlands Technologies LLC859$26.3K0.01%+859New
The PNC Financial Services Group, Inc.870$26.6K0.00%+570+190.0%Added
Clearstead Advisors, LLC1,008$30.9K0.00%+1,008New
Tower Research Capital LLC (TRC)1,950$59.7K0.00%−11,752−85.8%Reduced
Hollencrest Capital Management2,448$75.0K0.01%+2,448New
Walleye Capital LLC2,506$76.8K0.00%+2,506New
Kapitalo Investimentos Ltda2,940$90.1K0.01%+2,940New
Cutler Group LP3,347$102.0K0.02%−3,853−53.5%Reduced
Amalgamated Bank3,360$103.0K0.00%+3,360New
California State Teachers Retirement System3,595$110.1K0.00%+3,595New
Sandia Investment Management LP5,000$153.2K0.04%00.0%Unchanged
Citadel Advisors LLC6,057$185.5K0.00%−326,308−98.2%Reduced
Public Employees Retirement System of Ohio6,578$201.0K0.00%+6,578New
Dakota Wealth Management6,851$209.8K0.01%−763−10.0%Reduced
Gilder Gagnon Howe & Co LLC6,875$210.6K0.00%−625−8.3%Reduced
Jump Financial, LLC7,011$214.7K0.01%+7,011New
Raymond James Financial Services Advisors, Inc.7,019$215.0K0.00%+7,019New
Treasurer of the State of North Carolina7,090$217.0K0.00%+7,090New
Walleye Trading LLC8,277$253.5K0.01%+8,277New
Renaissance Capital LLC8,387$256.9K0.14%+8,387New
Legacy Capital Wealth Partners, LLC8,600$263.4K0.07%+8,600New
Daiwa Securities Group Inc.9,005$276.0K0.00%+9,005New
Wealth Enhancement Advisory Services, LLC9,367$286.9K0.00%+9,367New
Capstone Investment Advisors, LLC9,904$303.4K0.01%+9,904New
Royal Fund Management, LLC10,000$306.3K0.04%+10,000New
Comerica Bank10,377$317.9K0.00%+10,377New
Centiva Capital, LP10,745$329.1K0.02%+10,745New
Barclays PLC10,982$336.4K0.00%+4,882+80.0%Added
Diametric Capital, LP11,535$353.3K0.15%+11,535New
Engineers Gate Manager LP12,206$373.9K0.01%+12,206New
Squarepoint Ops LLC12,918$395.7K0.00%−3,963−23.5%Reduced
State Board of Administration of Florida Retirement System14,650$448.7K0.00%+14,650New
Greenland Capital Management LP15,000$459.4K0.05%−7,582−33.6%Reduced
Janney Montgomery Scott LLC15,684$480.0K0.00%+15,684New
Wolverine Trading, LLC16,183$495.7K0.00%+16,183New
Verition Fund Management LLC17,128$524.6K0.01%+17,128New
Cetera Advisor Networks LLC17,611$539.4K0.00%+17,611New
Rhumbline Advisers18,238$558.6K0.00%+18,238New
Baird Financial Group, Inc.18,860$577.7K0.00%+18,860New
Symmetry Investments LP20,000$612.6K0.18%+20,000New
EFG Asset Management (North America) Corp.20,022$612.9K0.15%+3,587+21.8%Added
Keebeck Wealth Management, LLC20,100$615.7K0.11%+20,100New
Commonwealth Equity Services, LLC21,267$651.0K0.00%+12,999+157.2%Added
Advisor Group Holdings, Inc.24,939$763.8K0.00%+23,138+1,284.7%Added
Kestra Advisory Services, LLC25,965$795.3K0.01%+25,965New
Bank of New York Mellon Corp31,067$951.6K0.00%+31,067New
Ameriprise Financial Inc36,145$1.11M0.00%−185,533−83.7%Reduced
Seven Grand Managers, LLC36,150$1.11M1.48%+15,291+73.3%Added
Fred Alger Management, LLC38,302$1.17M0.01%+27,405+251.5%Added
Raymond James & Associates41,803$1.28M0.00%+41,803New
Nuveen Asset Management, LLC42,109$1.29M0.00%−453,251−91.5%Reduced
LPL Financial LLC43,525$1.33M0.00%+33,394+329.6%Added
Bank of America Corp45,345$1.39M0.00%+31,435+226.0%Added
New York State Common Retirement Fund46,377$1.42M0.00%+29,358+172.5%Added
UBS Group AG47,834$1.47M0.00%+47,709+38,167.2%Added
Private Advisor Group, LLC48,787$1.49M0.01%+37,801+344.1%Added
Bank of Montreal50,000$1.53M0.00%+50,000New
Northern Trust Corp52,549$1.61M0.00%+52,549New
Twinbeech Capital LP56,090$1.72M0.03%+56,090New
Rockefeller Capital Management L.P.58,596$1.79M0.01%+58,596New
TD Asset Management Inc59,340$1.82M0.00%+59,340New
Royal Bank of Canada61,716$1.89M0.00%+42,495+221.1%Added