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, Q4 2023
Institutional positions in Cava Group, Inc. as of Dec 31, 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
- 201
- +62 vs. Q3 2023
- Shares held
- 83.4M
- +7.90M (+10.5%) vs. Q3 2023
- Total value
- $3.58B
- +$1.27B (+54.7%) vs. Q3 2023
- New holders
- 84
- 69 more added
- Sold out
- 22
- 23 more reduced
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 544 | $8.21B |
| Q1 2026 | 518 | $8.82B |
| Q4 2025 | 484 | $6.46B |
| Q3 2025 | 498 | $5.73B |
| Q2 2025 | 539 | $7.97B |
| Q1 2025 | 519 | $7.87B |
| Q4 2024 | 521 | $9.14B |
| Q3 2024 | 449 | $10.5B |
| Q2 2024 | 390 | $7.78B |
| Q1 2024 | 289 | $5.86B |
| Q4 2023 | 201 | $3.58B |
| Q3 2023 | 139 | $2.32B |
| Q2 2023 | 90 | $2.88B |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Cava Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 4 | $172 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $172 | 0.00% | +4 | New |
| Bank of Montreal | 8 | $358 | 0.00% | −49,992−100.0% | Reduced |
| Institutional & Family Asset Management, LLC | 11 | $473 | 0.00% | +5+83.3% | Added |
| Gradient Investments LLC | 12 | $516 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 12 | $516 | 0.00% | +12 | New |
| Caldwell Sutter Capital, Inc. | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $1.29K | 0.00% | −70−70.0% | Reduced |
| Tennessee Valley Asset Management Partners | 30 | $1.29K | 0.00% | +30 | New |
| National Bank of Canada | 35 | $1.43K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $1.72K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 46 | $1.98K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 53 | $2.28K | 0.00% | +53 | New |
| AdvisorNet Financial, Inc | 60 | $2.58K | 0.00% | +10+20.0% | Added |
| Rothschild Investment LLC | 65 | $2.79K | 0.00% | +65 | New |
| GWM Advisors LLC | 66 | $2.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 71 | $3.05K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 75 | $3.22K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 85 | $3.65K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 100 | $4.30K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $4.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 101 | $4.34K | 0.00% | +101 | New |
| Lindbrook Capital, LLC | 109 | $4.68K | 0.00% | +27+32.9% | Added |
| South State Corp. | 110 | $4.73K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 102 | $4.77K | 0.00% | +102 | New |
| Creekmur Asset Management LLC | 125 | $5.37K | 0.00% | +125 | New |
| Householder Group Estate & Retirement Specialist, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 241 | $10.4K | 0.00% | −7−2.8% | Reduced |
| Scarborough Advisors, LLC | 244 | $10.5K | 0.00% | +244 | New |
| Sandy Spring Bank | 245 | $10.5K | 0.00% | +1+0.4% | Added |
| CWM, LLC | 251 | $11.0K | 0.00% | +25+11.1% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $12.9K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 344 | $14.8K | 0.00% | −20−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 382 | $16.4K | 0.00% | +50+15.1% | Added |
| Steward Partners Investment Advisory, LLC | 385 | $16.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 425 | $18.3K | 0.00% | +325+325.0% | Added |
| Fifth Third Bancorp | 500 | $21.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 506 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 525 | $22.6K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 600 | $25.8K | 0.00% | +600 | New |
| MetLife Investment Management | 828 | $35.6K | 0.00% | −12−1.4% | Reduced |
| The PNC Financial Services Group, Inc. | 854 | $36.7K | 0.00% | −16−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 900 | $38.7K | 0.00% | +900 | New |
| Clearstead Advisors, LLC | 1,008 | $43.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 1,500 | $64.5K | 0.02% | +1,500 | New |
| Farther Finance Advisors, LLC | 1,526 | $65.6K | 0.00% | +1,526 | New |
| Hollencrest Capital Management | 2,448 | $105.2K | 0.01% | 00.0% | Unchanged |
| nVerses Capital, LLC | – | $111.7K | 0.31% | – | New |
| Glassman Wealth Services | 2,761 | $118.7K | 0.02% | +2,095+314.6% | Added |
| Advisory Services Network, LLC | 3,117 | $134.0K | 0.00% | +3,117 | New |
| Amalgamated Bank | 3,136 | $135.0K | 0.00% | −224−6.7% | Reduced |
| Sentry Investment Management LLC | 3,322 | $143.0K | 0.06% | +3,322 | New |
| Tower Research Capital LLC (TRC) | 3,385 | $145.5K | 0.00% | +1,435+73.6% | Added |
| Daiwa Securities Group Inc. | 4,550 | $196.0K | 0.00% | −4,455−49.5% | Reduced |
| Barclays PLC | 4,743 | $203.9K | 0.00% | −6,239−56.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,757 | $204.5K | 0.00% | +4,757 | New |
| Jaffetilchin Investment Partners, LLC | 4,775 | $205.2K | 0.02% | +4,775 | New |
| Cutler Group LP | 5,109 | $219.0K | 0.03% | +1,762+52.6% | Added |
| US Bancorp | 5,188 | $223.0K | 0.00% | +5,088+5,088.0% | Added |
| FNY Investment Advisers, LLC | 5,201 | $223.0K | 0.25% | +5,201 | New |
| Wetherby Asset Management Inc | 5,400 | $232.1K | 0.01% | +5,400 | New |
| Virtu Financial LLC | 5,593 | $240.0K | 0.02% | +5,593 | New |
| Cambridge Investment Research Advisors, Inc. | 5,671 | $244.0K | 0.00% | +5,671 | New |
| HighTower Advisors, LLC | 6,076 | $259.0K | 0.00% | +6,076 | New |
| Howard Financial Services, Ltd. | 6,085 | $261.5K | 0.05% | +6,085 | New |
| AQR Capital Management LLC | 6,308 | $271.1K | 0.00% | +6,308 | New |
| Arizona State Retirement System | 6,351 | $273.0K | 0.00% | +6,351 | New |
| Cypress Wealth Services, LLC | 6,595 | $283.5K | 0.07% | +6,595 | New |
| Great Valley Advisor Group, Inc. | 6,619 | $284.5K | 0.01% | +6,619 | New |
| Public Employees Retirement System of Ohio | 6,763 | $290.7K | 0.00% | +185+2.8% | Added |
| Envestnet Asset Management Inc | 6,954 | $298.9K | 0.00% | +6,954 | New |
| M&T Bank Corp | 6,980 | $300.0K | 0.00% | +6,980 | New |
| Keybank National Association | 7,138 | $306.8K | 0.00% | +7,138 | New |
| Treasurer of the State of North Carolina | 7,160 | $308.0K | 0.00% | +70+1.0% | Added |
| Miracle Mile Advisors, LLC | 7,256 | $311.9K | 0.01% | +7,256 | New |
| Legato Capital Management LLC | 7,630 | $327.9K | 0.04% | +7,630 | New |
| Bayesian Capital Management, LP | 8,388 | $360.5K | 0.04% | +8,388 | New |
| XTX Topco Ltd | 8,415 | $361.7K | 0.08% | +8,415 | New |
| Aft, Forsyth & Company, Inc. | 8,600 | $369.6K | 0.23% | +8,600 | New |
| Raymond James Financial Services Advisors, Inc. | 8,610 | $370.1K | 0.00% | +1,591+22.7% | Added |
| Jump Financial, LLC | 8,900 | $382.5K | 0.01% | +1,889+26.9% | Added |
| Independent Advisor Alliance | 9,152 | $393.4K | 0.01% | +9,152 | New |
| Comerica Bank | 10,538 | $452.9K | 0.00% | +161+1.6% | Added |
| Renaissance Capital LLC | 10,681 | $459.1K | 0.23% | +2,294+27.4% | Added |
| First National Bank of Hutchinson | 11,820 | $508.0K | 0.37% | +11,820 | New |
| Colony Group, LLC | 12,051 | $518.0K | 0.01% | +12,051 | New |
| Equitable Holdings, Inc. | 12,450 | $535.1K | 0.01% | +12,450 | New |
| Y-Intercept (Hong Kong) Ltd | 12,728 | $547.0K | 0.05% | +12,728 | New |
| Janus Henderson Group PLC | 12,782 | $549.4K | 0.00% | +12,782 | New |
| Weiss Asset Management LP | 13,000 | $558.7K | 0.04% | −148,700−92.0% | Reduced |
| Balyasny Asset Management LLC | 13,034 | $560.2K | 0.00% | +13,034 | New |
| Shay Capital LLC | 13,300 | $571.6K | 0.22% | +13,300 | New |
| Twinbeech Capital LP | 13,421 | $576.8K | 0.01% | −42,669−76.1% | Reduced |
| State Board of Administration of Florida Retirement System | 14,727 | $633.0K | 0.00% | +77+0.5% | Added |
| Vienna Asset Management LLC | 16,100 | $658.0K | 0.60% | +16,100 | New |
| Edgemoor Investment Advisors, Inc. | 15,992 | $687.3K | 0.07% | +15,992 | New |
| Simplex Trading, LLC | 16,992 | $730.0K | 0.02% | +16,992 | New |
| Rhumbline Advisers | 17,046 | $732.6K | 0.00% | −1,192−6.5% | Reduced |