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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 1,073 | $121.0K | 0.01% | +1,073 | New |
| AdvisorNet Financial, Inc | 1,035 | $116.7K | 0.01% | −97−8.6% | Reduced |
| Clearstead Advisors, LLC | 1,008 | $113.7K | 0.00% | −76−7.0% | Reduced |
| Montag A & Associates Inc | 1,000 | $112.8K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 924 | $104.3K | 0.00% | −3,931−81.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 801 | $90.4K | 0.00% | +1+0.1% | Added |
| TSFG, LLC | 770 | $87.0K | 0.02% | +550+250.0% | Added |
| Newbridge Financial Services Group, Inc. | 760 | $85.7K | 0.02% | +760 | New |
| Fairfield Financial Advisors, LTD | 682 | $76.9K | 0.03% | +682 | New |
| Empirical Asset Management, LLC | 43,282 | $76.8K | 0.03% | +43,282 | New |
| Covestor Ltd | 646 | $73.0K | 0.05% | −1,524−70.2% | Reduced |
| Hollencrest Capital Management | 613 | $69.1K | 0.00% | −2,569−80.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 605 | $68.2K | 0.00% | +5+0.8% | Added |
| ORG Partners LLC | 600 | $67.7K | 0.01% | −150−20.0% | Reduced |
| Centricity Wealth Management, LLC | 585 | $66.0K | 0.06% | +585 | New |
| C M Bidwell & Associates Ltd | 572 | $64.5K | 0.04% | −19−3.2% | Reduced |
| SOA Wealth Advisors, LLC. | 570 | $64.3K | 0.01% | +205+56.2% | Added |
| Geneos Wealth Management Inc. | 561 | $63.3K | 0.00% | +561 | New |
| EverSource Wealth Advisors, LLC | 559 | $63.1K | 0.00% | +559 | New |
| Gen-Wealth Partners Inc | 545 | $61.5K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 536 | $60.5K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 534 | $60.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 505 | $57.0K | 0.00% | +190+60.3% | Added |
| Burkett Financial Services, LLC | 500 | $56.4K | 0.02% | +500 | New |
| Global Retirement Partners, LLC | 490 | $55.3K | 0.00% | +39+8.6% | Added |
| CoreCap Advisors, LLC | 468 | $52.8K | 0.00% | −241−34.0% | Reduced |
| Whipplewood Advisors, LLC | 449 | $50.6K | 0.03% | +449 | New |
| SRS Capital Advisors, Inc. | 438 | $49.4K | 0.00% | +244+125.8% | Added |
| Principal Securities, Inc. | 436 | $49.2K | 0.00% | +316+263.3% | Added |
| R Squared Ltd | 430 | $48.5K | 0.05% | +430 | New |
| GAMMA Investing LLC | 422 | $47.6K | 0.00% | +114+37.0% | Added |
| Golden State Wealth Management, LLC | 420 | $47.4K | 0.01% | +420 | New |
| Sunbelt Securities, Inc. | 400 | $44.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 386 | $43.5K | 0.00% | +254+192.4% | Added |
| SJS Investment Consulting Inc. | 385 | $43.4K | 0.01% | −1,168−75.2% | Reduced |
| Parallel Advisors, LLC | 325 | $36.7K | 0.00% | −7−2.1% | Reduced |
| Ci Investments Inc. | 316 | $36.0K | 0.00% | +18+6.0% | Added |
| Signaturefd, LLC | 315 | $35.5K | 0.00% | +283+884.4% | Added |
| Sandy Spring Bank | 298 | $33.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 298 | $33.6K | 0.00% | +200+204.1% | Added |
| Whittier Trust Co | 284 | $32.0K | 0.00% | +127+80.9% | Added |
| Larson Financial Group LLC | 273 | $30.8K | 0.00% | +200+274.0% | Added |
| Allworth Financial LP | 244 | $30.1K | 0.00% | +192+369.2% | Added |
| Bogart Wealth, LLC | 259 | $29.2K | 0.00% | −49−15.9% | Reduced |
| Arcadia Investment Management Corp | 224 | $25.3K | 0.00% | +224 | New |
| Parkside Financial Bank & Trust | 217 | $24.5K | 0.00% | +65+42.8% | Added |
| Caitlin John, LLC | 200 | $22.6K | 0.02% | +200 | New |
| Colonial Trust Co | 190 | $21.4K | 0.00% | +25+15.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 188 | $21.2K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 164 | $18.5K | 0.01% | +164 | New |
| Peregrine Capital Management LLC | 160 | $18.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 153 | $17.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 152 | $17.1K | 0.00% | −98−39.2% | Reduced |
| Skopos Labs, Inc. | 150 | $16.9K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 130 | $14.7K | 0.01% | +130 | New |
| Plante Moran Financial Advisors, LLC | 125 | $14.1K | 0.00% | +125 | New |
| Huntington National Bank | 117 | $13.2K | 0.00% | −152−56.5% | Reduced |
| Venturi Wealth Management, LLC | 115 | $13.0K | 0.00% | +80+228.6% | Added |
| Lindbrook Capital, LLC | 114 | $12.9K | 0.00% | −7−5.8% | Reduced |
| South State Corp. | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 108 | $12.2K | 0.01% | +8+8.0% | Added |
| Toth Financial Advisory Corp | 107 | $12.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 107 | $12.1K | 0.01% | +107 | New |
| Matrix Trust Co | 104 | $12.0K | 0.00% | +7+7.2% | Added |
| Concord Wealth Partners | 105 | $11.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $11.3K | 0.00% | +100 | New |
| Fourth Dimension Wealth, LLC | 100 | $11.3K | 0.01% | +100 | New |
| Washington Trust Advisors, Inc. | 93 | $10.5K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 87 | $9.81K | 0.00% | +87 | New |
| Quest Partners LLC | 77 | $8.69K | 0.00% | +77 | New |
| Bell Investment Advisors, Inc | 74 | $8.35K | 0.00% | +4+5.7% | Added |
| New Wave Wealth Advisors LLC | 68 | $7.67K | 0.00% | +68 | New |
| Laurel Wealth Advisors LLC | 63 | $7.11K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $6.99K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 56 | $6.32K | 0.00% | −1−1.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 50 | $5.64K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 50 | $5.64K | 0.00% | +50 | New |
| MPWM Advisory Solutions, LLC | 50 | $5.64K | 0.00% | +50 | New |
| MCF Advisors LLC | 45 | $5.08K | 0.00% | −84−65.1% | Reduced |
| Heritage Wealth Advisors | 40 | $4.51K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 40 | $4.51K | 0.00% | +40 | New |
| Putney Financial Group LLC | 39 | $4.40K | 0.00% | +39 | New |
| Rothschild Investment LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 36 | $4.06K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 34 | $3.83K | 0.00% | +34 | New |
| Continuum Advisory, LLC | 31 | $3.50K | 0.00% | −10−24.4% | Reduced |
| GeoWealth Management, LLC | 31 | $3.50K | 0.00% | +12+63.2% | Added |
| Smartleaf Asset Management LLC | 27 | $3.01K | 0.00% | +10+58.8% | Added |
| True Wealth Design, LLC | 26 | $2.93K | 0.00% | −63−70.8% | Reduced |
| Strategic Investment Solutions, Inc. | 26 | $2.93K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 20 | $2.26K | 0.00% | −11−35.5% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $2.26K | 0.00% | +20 | New |
| First Horizon Advisors, Inc. | 19 | $2.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 16 | $1.80K | 0.00% | +14+700.0% | Added |
| CVA Family Office, LLC | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.47K | 0.00% | +13 | New |