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 2024
Institutional positions in Cava Group, Inc. as of Dec 31, 2024. 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
- 521
- +82 vs. Q3 2024
- Shares held
- 81.0M
- −2.66M (−3.2%) vs. Q3 2024
- Total value
- $9.14B
- −$1.22B (−11.8%) vs. Q3 2024
- New holders
- 132
- 206 more added
- Sold out
- 50
- 123 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Cava Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| West Oak Capital, LLC | 536 | $60.5K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 545 | $61.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 559 | $63.1K | 0.00% | +559 | New |
| Geneos Wealth Management Inc. | 561 | $63.3K | 0.00% | +561 | New |
| SOA Wealth Advisors, LLC. | 570 | $64.3K | 0.01% | +205+56.2% | Added |
| C M Bidwell & Associates Ltd | 572 | $64.5K | 0.04% | −19−3.2% | Reduced |
| Centricity Wealth Management, LLC | 585 | $66.0K | 0.06% | +585 | New |
| ORG Partners LLC | 600 | $67.7K | 0.01% | −150−20.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 605 | $68.2K | 0.00% | +5+0.8% | Added |
| Hollencrest Capital Management | 613 | $69.1K | 0.00% | −2,569−80.7% | Reduced |
| Covestor Ltd | 646 | $73.0K | 0.05% | −1,524−70.2% | Reduced |
| Empirical Asset Management, LLC | 43,282 | $76.8K | 0.03% | +43,282 | New |
| Fairfield Financial Advisors, LTD | 682 | $76.9K | 0.03% | +682 | New |
| Newbridge Financial Services Group, Inc. | 760 | $85.7K | 0.02% | +760 | New |
| TSFG, LLC | 770 | $87.0K | 0.02% | +550+250.0% | Added |
| Cullen/Frost Bankers, Inc. | 801 | $90.4K | 0.00% | +1+0.1% | Added |
| National Bank of Canada | 924 | $104.3K | 0.00% | −3,931−81.0% | Reduced |
| Montag A & Associates Inc | 1,000 | $112.8K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,008 | $113.7K | 0.00% | −76−7.0% | Reduced |
| AdvisorNet Financial, Inc | 1,035 | $116.7K | 0.01% | −97−8.6% | Reduced |
| LRI Investments, LLC | 1,073 | $121.0K | 0.01% | +1,073 | New |
| AdvisorShares Investments LLC | 1,177 | $132.8K | 0.03% | +50+4.4% | Added |
| Sterling Capital Management LLC | 1,219 | $137.5K | 0.00% | −152−11.1% | Reduced |
| Van Eck Associates Corp | 1,232 | $139.0K | 0.00% | −452−26.8% | Reduced |
| Kapitalo Investimentos Ltda | 1,234 | $139.2K | 0.09% | +1,234 | New |
| DekaBank Deutsche Girozentrale | 2,055 | $140.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 1,391 | $156.9K | 0.00% | −58−4.0% | Reduced |
| Harvest Fund Management Co., Ltd | 1,422 | $160.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1,473 | $166.2K | 0.05% | +150+11.3% | Added |
| Ritter Daniher Financial Advisory LLC | 1,500 | $169.2K | 0.05% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,509 | $170.1K | 0.00% | −4,288−74.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,564 | $176.4K | 0.00% | −4,918−75.9% | Reduced |
| Leonteq Securities AG | 1,613 | $181.9K | 0.02% | +1,613 | New |
| Aigen Investment Management, LP | 1,782 | $201.0K | 0.04% | −8,661−82.9% | Reduced |
| Nautilus Advisors LLC | 1,787 | $201.6K | 0.16% | +1,787 | New |
| Steward Partners Investment Advisory, LLC | 1,793 | $202.3K | 0.00% | +1,248+229.0% | Added |
| Cypress Financial Planning LLC | 1,800 | $203.0K | 0.07% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,806 | $203.7K | 0.01% | −824−31.3% | Reduced |
| Sherman Porfolios, LLC | 1,812 | $204.4K | 0.09% | +1,812 | New |
| Lazard Asset Management LLC | 1,832 | $205.0K | 0.00% | −4,353−70.4% | Reduced |
| Oak Associates, Ltd | 1,830 | $206.4K | 0.01% | +1,830 | New |
| Lakeview Capital Partners, LLC | 1,840 | $207.6K | 0.05% | +1,840 | New |
| WealthShield Partners, LLC | 1,864 | $210.3K | 0.03% | +100+5.7% | Added |
| Bryn Mawr Trust Co | 1,891 | $213.3K | 0.00% | −415−18.0% | Reduced |
| US Bancorp | 1,892 | $213.4K | 0.00% | −84−4.3% | Reduced |
| EP Wealth Advisors, LLC | 1,907 | $215.1K | 0.00% | +1,907 | New |
| Centurion Wealth Management LLC | 1,913 | $215.8K | 0.07% | +154+8.8% | Added |
| Arete Wealth Advisors, LLC | 1,940 | $220.0K | 0.02% | +1,940 | New |
| Caitong International Asset Management Co., Ltd | 1,961 | $221.2K | 0.22% | +1,961 | New |
| Pinkerton Retirement Specialists, LLC | 1,968 | $222.0K | 0.03% | +1,968 | New |
| First National Trust Co | 2,000 | $225.6K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 2,004 | $226.1K | 0.00% | −14,200−87.6% | Reduced |
| SBI Securities Co., Ltd. | 2,005 | $226.2K | 0.01% | +2,005 | New |
| Visionary Wealth Advisors | 2,035 | $229.5K | 0.01% | +205+11.2% | Added |
| Forum Financial Management, LP | 2,035 | $229.5K | 0.00% | +2,035 | New |
| Thrivent Financial for Lutherans | 2,054 | $232.0K | 0.00% | −2,293−52.7% | Reduced |
| JustInvest LLC | 2,059 | $232.3K | 0.00% | +127+6.6% | Added |
| Capstone Wealth Management Group LLC | 2,075 | $234.1K | 0.18% | +2,075 | New |
| Farther Finance Advisors, LLC | 2,081 | $234.8K | 0.01% | +165+8.6% | Added |
| Liberty Square Wealth Partners LLC | 1,800 | $235.9K | 0.09% | +1,800 | New |
| Tufton Capital Management | 2,125 | $239.7K | 0.05% | −150−6.6% | Reduced |
| Ridgewood Investments LLC | 2,195 | $247.6K | 0.12% | −200−8.4% | Reduced |
| West Michigan Advisors, LLC | 2,205 | $248.7K | 0.08% | +2,205 | New |
| Dearborn Partners LLC | 2,219 | $250.3K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,226 | $251.1K | 0.01% | +59+2.7% | Added |
| Horizon Wealth Management, LLC | 2,255 | $254.4K | 0.04% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,268 | $255.8K | 0.10% | +2,268 | New |
| Tradition Wealth Management, LLC | 2,285 | $257.7K | 0.02% | +270+13.4% | Added |
| Kingswood Wealth Advisors, LLC | 2,306 | $260.1K | 0.02% | +2,306 | New |
| Sepio Capital, LP | 2,307 | $260.2K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 2,400 | $271.0K | 0.02% | +2,400 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 2,430 | $274.1K | 0.17% | +2,430 | New |
| Kovitz Investment Group Partners, LLC | 2,440 | $275.2K | 0.00% | +164+7.2% | Added |
| The PNC Financial Services Group, Inc. | 2,443 | $275.6K | 0.00% | +289+13.4% | Added |
| Traynor Capital Management, Inc. | 2,454 | $276.8K | 0.02% | −35−1.4% | Reduced |
| TCG Advisory Services, LLC | 2,500 | $282.0K | 0.01% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,503 | $282.3K | 0.09% | +2,503 | New |
| Yeomans Consulting Group, Inc. | 2,542 | $286.7K | 0.11% | −2,232−46.8% | Reduced |
| Bingham Private Wealth, LLC | 2,550 | $287.6K | 0.31% | +2,550 | New |
| CWM, LLC | 2,588 | $292.0K | 0.00% | +736+39.7% | Added |
| Victrix Investment Advisors | 2,598 | $293.1K | 0.21% | +2,598 | New |
| Calamos Advisors LLC | 2,621 | $295.6K | 0.00% | −5,473−67.6% | Reduced |
| Wolverine Trading, LLC | 2,670 | $297.8K | 0.01% | +2,670 | New |
| Baltimore-Washington Financial Advisors, Inc. | 2,660 | $300.0K | 0.02% | +60+2.3% | Added |
| Pathstone Holdings, LLC | 2,676 | $301.9K | 0.00% | −60−2.2% | Reduced |
| Brown Advisory Inc | 2,717 | $306.5K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 2,773 | $313.0K | 0.00% | +2,773 | New |
| Prakash Investment Advisors LLC | 2,775 | $313.0K | 0.31% | +2,775 | New |
| Concurrent Investment Advisors, LLC | 2,828 | $319.0K | 0.01% | +394+16.2% | Added |
| State of Wyoming | 2,856 | $322.2K | 0.04% | +1,181+70.5% | Added |
| Sentry Investment Management LLC | 2,923 | $330.0K | 0.16% | −1,949−40.0% | Reduced |
| Resources Investment Advisors, LLC. | 2,946 | $332.3K | 0.00% | −95−3.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,963 | $334.2K | 0.00% | +2,963 | New |
| Prelude Capital Management, LLC | 2,976 | $335.7K | 0.03% | +2,976 | New |
| Regent Peak Wealth Advisors LLC | 2,980 | $336.1K | 0.08% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,105 | $350.2K | 0.00% | +165+5.6% | Added |
| Teacher Retirement System of Texas | 3,261 | $368.0K | 0.00% | −8,790−72.9% | Reduced |
| Rakuten Securities, Inc. | 3,274 | $369.3K | 0.15% | +2,040+165.3% | Added |
| Chung Wu Investment Group, LLC | 3,300 | $372.2K | 0.37% | +3,300 | New |
| XTX Topco Ltd | 3,348 | $377.7K | 0.03% | −3,334−49.9% | Reduced |