Cava GroupCAVA

13F holders, Q2 2024 (June 30)
390holders +101
133new positions
31sold out
9famous investors
$92.74avg. 13F price*

At the end of Q2 2024, 390 institutions reported holding Cava Group Inc. (CAVA) in their 13F filings, up 101 from Q1 2024. 133 opened new positions and 31 sold out. The largest holders were Artal Group S.A. ($2.2B), Vanguard Group Inc. ($519.4M) and Capital Research Global Investors ($458.2M). 9 famous investors held it, including David E. Shaw (0.5% of D. E. Shaw & Co.'s portfolio), Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio).

Company
Cava Group Inc.
CUSIP
148929102
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 289Q1 2024Q2 2024: 390Q2 2024Q3 2024: 449Q3 2024Q4 2024: 521Q4 2024Q1 2025: 519Q1 2025Q2 2025: 538Q2 2025Q3 2025: 499Q3 2025Q4 2025: 485Q4 2025Q1 2026: 519Q1 2026Q2 2026: 543Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions133$257.9M
Exits31$157.8M

All 13F filers, Q1 2024 → Q2 2024: 13,544,771 shares bought and 13,225,124 shares sold, net +319,647 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 390 holders

Artal Group S.A. 55.98% Reduce -11.3% 23,507,990 $2.2B
Vanguard Group Inc. 0.01% Add +13.3% 5,600,537 $519.4M
Capital Research Global Investors 0.10% Reduce -7.0% 4,940,652 $458.2M
D. E. Shaw & Co. 0.49% Add +54.0% 3,482,120 $323.0M
FMR LLC 0.02% Add +3.4% 3,455,365 $320.5M
Capital International Investors 0.06% Reduce -4.3% 3,185,550 $295.5M
BlackRock Inc. 0.01% Add +50.5% 2,442,623 $226.6M
T. Rowe Price Associates Inc. 0.03% Reduce -29.7% 2,439,389 $226.3M
Two Sigma Investments, LP 0.45% Add +64.9% 1,989,372 $184.5M
Two Sigma Advisers, LP 0.39% Add +265.2% 1,889,100 $175.2M
1832 Asset Management L.P. 0.31% Reduce -15.2% 1,848,227 $171.4M
Alliancebernstein L.P. 0.05% Reduce -36.3% 1,393,083 $129.2M
Lord, Abbett & Co. LLC 0.41% Reduce -2.5% 1,338,757 $124.2M
Voloridge Investment Management, LLC 0.45% Add +44.4% 1,313,861 $121.9M
Invesco Ltd. 0.02% Add +212.6% 1,258,066 $116.7M
Morgan Stanley 0.01% Add +7.5% 1,254,495 $116.4M
T. Rowe Price Investment Management, Inc. 0.07% Reduce -67.5% 1,197,374 $111.1M
Federated Hermes, Inc. 0.23% Add +9.7% 1,060,029 $98.3M
Franklin Resources Inc. 0.03% Reduce -1.7% 984,415 $91.3M
State Street Corp. 0.00% Add +62.3% 950,819 $88.2M
Renaissance Technologies 0.14% Add +102.5% 892,400 $82.8M
Driehaus Capital Management LLC 0.66% Add +51.8% 732,603 $67.9M
Bank of America Corp. 0.01% Add +243.5% 698,859 $64.8M
Hood River Capital Management LLC 1.26% Add +5.2% 656,870 $60.9M
Goldman Sachs Group Inc. 0.01% Add +2.2% 605,962 $56.2M
Geode Capital Management, LLC 0.00% Add +43.7% 553,235 $51.3M
Ameriprise Financial Inc. 0.01% Reduce -46.1% 550,571 $51.1M
Qube Research & Technologies Ltd 0.09% New 525,518 $48.7M
Jane Street Group, LLC 0.04% Add +128.3% 446,186 $41.4M
SpiderRock Advisors, LLC 1.07% New 440,000 $40.8M
Citadel Advisors 0.04% Reduce -37.9% 427,083 $39.6M
Marshall Wace, LLP 0.06% Add +130.5% 420,577 $39.0M
Voya Investment Management LLC 0.04% Reduce -34.8% 408,682 $37.9M
Woodline Partners LP 0.34% Reduce -1.1% 387,697 $36.0M
Artemis Investment Management LLP 0.43% Reduce -36.8% 345,207 $32.0M
JPMorgan Chase & Co. 0.00% Reduce -38.6% 334,902 $31.1M
Focus Partners Wealth 0.09% Add +645.2% 313,446 $28.1M
Armstrong, Fleming & Moore, Inc 17.71% Reduce -3.3% 297,803 $27.6M
Mariner, LLC 0.05% Add +17.1% 286,197 $26.5M
Bank of New York Mellon Corp 0.00% Add +51.6% 261,402 $24.2M
Alyeska Investment Group, L.P. 0.13% Reduce -17.6% 235,762 $21.9M
Holocene Advisors, LP 0.08% New 212,986 $19.8M
UBS Group AG 0.01% Add +128.2% 209,172 $19.4M
Nuveen Asset Management, LLC 0.01% Add +60.3% 200,243 $18.6M
Aperture Investors, LLC 2.70% Add +12.6% 198,924 $18.5M
Tudor Investment Corporation 0.20% Add +236.7% 190,642 $17.7M
Capital Fund Management S.A. 0.20% Add +80.3% 185,854 $17.2M
Wells Fargo & Company 0.00% Add +55.7% 180,962 $16.8M
Raymond James & Associates 0.01% Add +120.0% 170,791 $15.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +13.0% 170,066 $15.8M
Jennison Associates LLC 0.01% Reduce -73.5% 160,864 $14.9M
Ghisallo Capital Management LLC 1.21% No change 150,000 $13.9M
Northern Trust Corp. 0.00% Add +18.1% 148,898 $13.8M
Charles Schwab Investment Management Inc. 0.00% Add +5.3% 142,257 $13.2M
Nepsis Inc. 3.53% New 141,127 $13.1M
Twinbeech Capital LP 0.24% New 133,585 $12.4M
Eagle Asset Management Inc. 0.06% Reduce -42.9% 119,685 $11.4M
Mitchell Capital Management Co. 2.01% Add +0.9% 122,806 $11.4M
Verition Fund Management LLC 0.10% Add +71.1% 120,885 $11.2M
Principal Financial Group Inc. 0.01% Add +10.3% 119,139 $11.1M
Tidal Investments LLC 0.15% New 116,910 $10.8M
Royal Bank of Canada 0.00% Add +30.2% 110,699 $10.3M
Blair William & Co. 0.03% New 109,899 $10.2M
Quadrature Capital Ltd 0.16% Add +1003.7% 104,369 $9.7M
Agf Management Ltd. 0.05% Reduce -28.8% 104,290 $9.7M
Arrowstreet Capital, Limited Partnership 0.01% Add +66.0% 103,981 $9.6M
LPL Financial LLC 0.00% Add +15.3% 101,459 $9.4M
Seven Grand Managers, LLC 4.19% Reduce -20.0% 100,000 $9.3M
Group One Trading LLC 0.28% Reduce -1.9% 96,629 $9.0M
MAI Capital Management 0.09% Reduce -8.3% 96,284 $8.9M
Deutsche Bank AG 0.00% Add +6186.2% 95,425 $8.9M
FORA Capital, LLC 1.03% New 90,917 $8.4M
Swiss National Bank 0.01% Add +33.3% 89,700 $8.3M
Rhumbline Advisers 0.01% Add +80.5% 86,251 $8.0M
Kestra Advisory Services, LLC 0.04% Add +2.0% 82,928 $7.7M
Conrad N. Hilton Foundation 18.34% Add +31.1% 79,937 $7.4M
Janney Montgomery Scott LLC 0.02% Add +76.7% 74,132 $6.9M
Engineers Gate Manager LP 0.15% New 72,950 $6.8M
Wealth Enhancement Advisory Services, LLC 0.02% Add +130.1% 72,787 $6.8M
Davidson Kempner Capital Management LP 0.15% Reduce -12.5% 70,000 $6.5M
Renaissance Capital LLC 3.51% Add +113.6% 67,787 $6.3M
Next Century Growth Investors LLC 0.51% Reduce -6.8% 66,375 $6.2M
Hudson Bay Capital Management LP 0.05% New 64,494 $6.0M
Osaic Holdings, Inc. 0.01% Reduce -10.4% 63,801 $5.9M
Trexquant Investment LP 0.09% Add +457.2% 62,758 $5.8M
State Board of Administration of Florida Retirement System 0.01% New 61,585 $5.7M
Informed Momentum Co LLC 0.92% Reduce -0.6% 60,888 $5.6M
Schroder Investment Management Group 0.01% Add +135.2% 57,264 $5.3M
New York State Common Retirement Fund 0.01% Reduce -26.0% 56,363 $5.2M
Legal & General Group Plc 0.00% New 56,157 $5.2M
Equitable Holdings, Inc. 0.05% Add +6.9% 55,545 $5.2M
Commonwealth Equity Services, LLC 0.01% Add +4.9% 53,443 $5.0M
Stifel Financial Corp. 0.01% Add +84.1% 53,181 $4.9M
PDT Partners, LLC 0.45% Reduce -33.0% 50,739 $4.7M
Ameritas Advisory Services, LLC 0.17% Add +317.1% 48,622 $4.5M
Fred Alger Management, LLC 0.02% Reduce -1.5% 47,904 $4.4M
HighTower Advisors, LLC 0.01% Reduce -19.2% 47,124 $4.4M
California State Teachers Retirement System 0.01% Add +30.3% 46,728 $4.3M
Aviance Capital Partners, LLC 0.59% Add +9.8% 45,000 $4.2M
Twin Tree Management, LP 0.12% New 43,841 $4.1M
Riverview Capital Advisers, LLC 1.34% Add +86.6% 42,872 $4.0M
CHURCHILL MANAGEMENT Corp 0.05% Reduce -6.8% 42,753 $4.0M
Armistice Capital, LLC 0.10% Add +422.5% 42,096 $3.9M
Revere Asset Management, Inc 3.87% New 41,963 $3.9M
Dakota Wealth Management 0.09% Reduce -7.0% 41,952 $3.9M
Wealthspire Advisors, LLC 0.05% Reduce -9.7% 41,691 $3.9M
Russell Investments Group, Ltd. 0.01% Reduce -56.2% 40,858 $3.8M
Panagora Asset Management Inc. 0.02% New 40,489 $3.8M
Cetera Investment Advisers 0.01% Add +12.3% 39,344 $3.6M
Dimensional Fund Advisors LP 0.00% Add +0.5% 39,154 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Add +9.1% 38,810 $3.6M
Private Advisor Group, LLC 0.02% Add +13.6% 38,187 $3.5M
Macquarie Group Ltd. 0.00% Reduce -48.5% 36,544 $3.4M
Boussard & Gavaudan Investment Management LLP 1.06% Add +12.3% 35,846 $3.3M
Thoroughbred Financial Services, LLC 0.22% Add +35.7% 35,352 $3.3M
Treasurer of the State of North Carolina 0.01% Add +53.1% 32,836 $3.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +139.5% 30,829 $2.9M
State of Wisconsin Investment Board 0.01% Add +201.3% 30,683 $2.8M
Belmont Capital, LLC 0.52% No change 30,000 $2.8M
Millennium Management 0.00% Reduce -68.5% 28,850 $2.7M
Public Employees Retirement System of Ohio 0.01% Add +56.5% 28,767 $2.7M
CIBC Private Wealth Group LLC 0.01% Add +1386.0% 28,012 $2.7M
Gsa Capital Partners LLP 0.18% Add +89.7% 27,302 $2.5M
Conway Capital Management, Inc. 1.25% New 26,840 $2.5M
SG Americas Securities, LLC 0.02% New 26,308 $2.4M
Gotham Asset Management 0.03% Add +767.1% 25,841 $2.4M
Jackson Square Capital, LLC 0.58% Add +718.3% 25,456 $2.4M
Baird Financial Group, Inc. 0.00% Add +2.9% 25,069 $2.3M
Walleye Trading LLC 0.05% Reduce -47.5% 24,859 $2.3M
Fox Hill Wealth Management 1.40% Reduce -2.5% 24,646 $2.3M
Pitcairn Co. 0.13% Add +250.4% 23,353 $2.2M
Sei Investments Co. 0.00% Reduce -34.7% 23,353 $2.2M
Walleye Capital LLC 0.02% Add +56.8% 22,631 $2.1M
Maverick Capital 0.04% New 22,172 $2.1M
Calamos Advisors LLC 0.01% Reduce -61.8% 21,923 $2.0M
Kingsview Wealth Management, LLC 0.05% Add +412.7% 21,506 $2.0M
State of New Jersey Common Pension Fund D 0.01% New 21,096 $2.0M
Manufacturers Life Insurance Company, The 0.00% Add +12.0% 21,007 $1.9M
Janus Henderson Group PLC 0.00% Add +68.7% 21,000 $1.9M
Jacobs Levy Equity Management, Inc. 0.01% New 20,678 $1.9M
Cresset Asset Management, LLC 0.01% Add +1.2% 20,474 $1.9M
Thrivent Financial for Lutherans 0.00% Add +12.0% 20,348 $1.9M
DekaBank Deutsche Girozentrale 0.00% New 20,055 $1.9M
Twin Capital Management Inc. 0.22% Add +2.0% 20,160 $1.9M
Keebeck Wealth Management 0.27% No change 20,100 $1.9M
K.J. Harrison & Partners Inc 0.31% New 20,000 $1.9M
HBK Investments L P 0.05% New 20,000 $1.9M
Rockefeller Capital Management L.P. 0.01% Reduce -44.5% 19,594 $1.8M
Tower Research Capital LLC (TRC) 0.03% Add +13263.5% 19,377 $1.8M
Legacy Capital Group California, Inc. 0.64% Reduce -4.3% 19,166 $1.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 18,700 $1.7M
Intech Investment Management LLC 0.02% New 18,632 $1.7M
Oracle Investment Management Inc. 1.85% Add +5.7% 18,600 $1.7M
TD Asset Management Inc 0.00% Reduce -77.7% 18,450 $1.7M
First National Bank of Hutchinson 1.09% Reduce -0.5% 18,447 $1.7M
Weiss Asset Management LP 0.13% No change 18,000 $1.7M
ClariVest Asset Management LLC 0.17% Reduce -16.8% 17,666 $1.6M
Numerai GP LLC 0.58% Reduce -12.9% 17,149 $1.6M
Squarepoint Ops LLC 0.01% New 17,055 $1.6M
Pathstone Holdings, LLC 0.01% Reduce -20.6% 16,162 $1.5M
Landscape Capital Management, L.L.C. 0.13% New 16,074 $1.5M
EFG Asset Management (North America) Corp. 0.23% Reduce -56.2% 14,296 $1.3M
Liberty One Investment Management, LLC 0.15% Reduce -19.6% 14,264 $1.3M
Bfsg, LLC 0.16% Reduce -2.1% 13,922 $1.3M
Afg Fiduciary Services Limited Partnership 0.89% Add +31.6% 15,790 $1.3M
O'Neil Global Advisors, Inc. 0.59% Add +42.8% 13,462 $1.2M
Jefferies Financial Group Inc. 0.03% New 13,361 $1.2M
Graham Capital Management, L.P. 0.08% New 13,039 $1.2M
Arizona State Retirement System 0.01% Add +36.3% 12,765 $1.2M
Lido Advisors, LLC 0.01% New 12,698 $1.2M
Handelsbanken Fonder AB 0.01% New 12,400 $1.1M
Sanctuary Advisors, LLC 0.01% — 16,591 $1.1M
Centiva Capital, LP 0.05% Reduce -73.3% 12,104 $1.1M
Comerica Bank 0.00% Reduce -0.2% 12,078 $1.1M
Robbins Farley 0.59% New 12,032 $1.1M
Quantbot Technologies LP 0.05% Reduce -86.7% 11,721 $1.1M
Victory Capital Management Inc. 0.00% Reduce -64.0% 11,694 $1.1M
PFG Investments, LLC 0.08% New 11,632 $1.1M
Susquehanna International Group, LLP 0.00% New 11,259 $1.0M
Sandler Capital Management 0.20% Reduce -91.0% 10,923 $1.0M
Dark Forest Capital Management LP 0.18% Add +34.1% 10,751 $997K
Federation des caisses Desjardins du Quebec 0.01% Reduce -4.4% 10,690 $991K
Bridgewater Associates 0.00% New 10,219 $948K
Bank of Montreal 0.00% Reduce -1.7% 10,120 $943K
Envestnet Asset Management Inc. 0.00% Reduce -1.1% 10,017 $929K
Independent Advisor Alliance 0.03% Add +8.0% 9,974 $925K
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 9,899 $918K
Virtu Financial LLC 0.06% New 9,853 $914K
Xponance LLC 0.01% Add +95.2% 9,846 $913K
Synovus Financial Corp. 0.01% Reduce -0.1% 9,763 $906K
Strategic Blueprint, LLC 0.06% New 9,472 $879K
Great Valley Advisor Group, Inc. 0.02% Add +8.8% 8,864 $822K
Retirement Planning Group, LLC 0.05% New 8,796 $816K
Quadcap Wealth Management, LLC 0.15% Reduce -29.2% 8,759 $812K
Zevenbergen Capital Investments LLC 0.02% Add +7.1% 8,730 $810K
Aft, Forsyth & Company, Inc. 0.39% No change 8,600 $798K
Brookstone Capital Management 0.01% New 9,229 $752K
Parkside Investments, LLC 0.12% New 8,000 $742K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +21.6% 7,959 $738K
Composition Wealth, LLC 0.02% Add +4.7% 7,927 $735K
TD Waterhouse Canada Inc. 0.01% Add +9090.0% 6,433 $733K
Emergent Wealth Advisors, LLC 0.59% Reduce -10.3% 7,700 $729K
Stratos Wealth Partners, LTD. 0.01% Add +84.3% 7,818 $725K
Captrust Financial Advisors 0.00% New 7,801 $724K
STRS Ohio 0.00% New 7,774 $721K
Wesbanco Bank Inc. 0.03% No change 7,600 $705K
Ensign Peak Advisors, Inc 0.00% New 7,550 $700K
Advisory Services Network, LLC 0.01% Add +100.2% 7,503 $696K
NewEdge Advisors, LLC 0.00% Add +300.9% 7,316 $679K
Parallax Volatility Advisers, L.P. 0.02% New 7,294 $677K
Natixis 0.00% New 7,000 $649K
Jaffetilchin Investment Partners, LLC 0.05% Add +4.2% 6,907 $641K
Atria Wealth Solutions, Inc. 0.01% New 6,590 $611K
Lazard Asset Management LLC 0.00% New 6,462 $597K
Pictet Asset Management Holding SA 0.00% Add +40.7% 6,227 $578K
Howard Financial Services, LTD. 0.09% No change 6,085 $564K
Maryland State Retirement & Pension System 0.01% Add +56.0% 5,878 $545K
Integrated Wealth Concepts LLC 0.01% New 5,805 $538K
Van Eck Associates Corp. 0.00% New 5,742 $533K
Lombard Odier Asset Management (USA) Corp 0.22% New 5,385 $499K
Godshalk Welsh Capital Management, Inc. 0.33% No change 5,375 $499K
Cibc World Market Inc. 0.00% New 5,365 $498K
Key Client Fiduciary Advisors, LLC 0.25% New 5,304 $492K
Rockline Wealth Management, LLC 0.15% Add +27.3% 5,151 $478K
Cypress Wealth Services, LLC 0.11% No change 5,135 $476K
Amalgamated Bank 0.00% Add +76.5% 5,098 $473K
&partners 0.02% New 5,097 $473K
Creative Planning 0.00% Add +24.7% 5,046 $468K
Frontier Capital Management Co. LLC 0.00% Reduce -0.7% 4,874 $452K
MetLife Investment Management, LLC 0.00% Add +96.2% 4,849 $450K
Avantax Advisory Services, Inc. 0.00% New 4,778 $443K
Cookson Peirce & Co. Inc. 0.02% Add +17.1% 4,746 $440K
Scientech Research LLC 0.09% Add +0.7% 4,734 $439K
Neuberger Berman Group LLC 0.00% New 4,705 $436K
Bridgefront Capital, LLC 0.18% New 4,693 $435K
Capula Management Ltd 0.00% New 4,641 $430K
Legacy Capital Wealth Partners, LLC 0.11% New 4,625 $429K
Algert Global LLC 0.01% New 4,594 $426K
Vienna Asset Management LLC 0.35% New 4,587 $425K
Modus Advisors, LLC 0.14% New 4,393 $407K
Magnus Financial Group LLC 0.05% New 4,355 $404K
DMC Group, LLC 0.34% Add +23.9% 4,301 $399K
Public Employees Retirement Association of Colorado 0.00% New 4,271 $396K
Sentry Investment Management LLC 0.17% Add +25.5% 4,168 $387K
Utah Retirement Systems 0.00% New 4,100 $380K
Napa Wealth Management 0.25% New 4,025 $373K
B. Riley Wealth Advisors, Inc. 0.01% New 3,963 $368K
Acadian Asset Management LLC 0.00% Reduce -16.3% 3,869 $358K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +27.2% 3,853 $357K
Kestra Private Wealth Services, LLC 0.01% New 3,843 $356K
Trust Investment Advisors 0.22% New 3,787 $351K
National Wealth Management Group, LLC 0.26% No change 3,689 $342K
Total Clarity Wealth Management, Inc. 0.12% New 3,680 $341K
Nebula Research & Development LLC 0.06% Reduce -49.0% 3,679 $341K
M&T Bank Corp 0.00% Reduce -1.6% 3,608 $335K
SkyOak Wealth, LLC 0.08% New 3,599 $334K
Teacher Retirement System of Texas 0.00% New 3,516 $326K
Capital World Investors 0.00% New 3,337 $310K
American Century Companies Inc. 0.00% New 3,335 $309K
Ridgewood Investments LLC 0.15% No change 3,320 $308K
Citigroup Inc. 0.00% Reduce -82.3% 3,318 $308K
Nwam LLC 0.09% New 3,283 $304K
Perigon Wealth Management, LLC 0.01% New 3,279 $304K
Scotia Capital Inc. 0.00% New 3,243 $301K
CIBC Asset Management Inc 0.00% New 3,177 $295K
Barclays PLC 0.00% Reduce -61.4% 3,137 $291K
IFP Advisors, Inc 0.01% Add +241.3% 3,123 $290K
HUB Investment Partners, LLC 0.01% New 3,045 $282K
Smith, Moore & Co. 0.03% New 3,007 $279K
Regent Peak Wealth Advisors LLC 0.06% New 2,982 $277K
Johnson Investment Counsel Inc. 0.00% No change 2,940 $273K
Brown Advisory Inc. 0.00% New 2,917 $271K
Traynor Capital Management, Inc. 0.02% Reduce -29.0% 2,907 $270K
Canada Pension Plan Investment Board 0.00% Reduce -76.3% 2,800 $260K
Ethic Inc. 0.01% New 2,791 $259K
Financial Advocates Investment Management 0.02% New 2,776 $257K
Mercer Global Advisors Inc. 0.00% New 2,776 $257K
Independent Financial Group, LLC 0.01% New 2,641 $245K
US Bancorp \de 0.00% Reduce -46.9% 2,605 $242K
Baltimore-Washington Financial Advisors, Inc. 0.01% New 2,600 $241K
OneDigital Investment Advisors LLC 0.00% New 2,481 $230K
AdvisorShares Investments LLC 0.04% No change 2,350 $224K
Moors & Cabot, Inc. 0.01% Reduce -27.6% 2,352 $218K
NFSG Corp 0.08% Reduce -35.4% 2,310 $214K
Sepio Capital, LP 0.02% New 2,303 $214K
Baldwin Investment Management, LLC 0.03% New 2,290 $212K
Horizon Wealth Management, LLC 0.05% New 2,255 $209K
NorthCoast Asset Management LLC 0.00% Reduce -30.1% 2,241 $208K
AQR Capital Management 0.00% New 2,239 $208K
Convergence Investment Partners, LLC 0.06% New 2,239 $208K
Gladstone Institutional Advisory LLC 0.01% Reduce -40.3% 2,195 $204K
Dearborn Partners LLC 0.01% New 2,174 $202K
Farther Finance Advisors, LLC 0.01% Reduce -10.1% 1,803 $172K
PNC Financial Services Group, Inc. 0.00% Add +25.6% 1,795 $166K
RiverPark Advisors, LLC 0.12% Reduce -10.4% 1,518 $141K
Corebridge Financial, Inc. 0.00% — 1,501 $139K
Ritter Daniher Financial Advisory LLC / DE 0.04% No change 1,500 $139K
PSI Advisors, LLC 0.04% Add +57.1% 1,453 $135K
C M Bidwell & Associates Ltd. 0.09% No change 1,430 $133K
Gen-Wealth Partners Inc 0.06% No change 1,250 $116K
KBC Group NV 0.00% New 1,135 $105K
Clearstead Advisors, LLC 0.00% Add +7.5% 1,084 $101K
SJS Investment Consulting Inc. 0.02% New 1,073 $100K
State of Wyoming 0.02% New 1,008 $93K
Daiwa Securities Group Inc. 0.00% No change 1,005 $93K
Montag A & Associates Inc. 0.00% No change 1,000 $93K
Hollencrest Capital Management 0.00% Reduce -69.4% 932 $86K
Northwestern Mutual Wealth Management Co. 0.00% Add +98.0% 875 $81K
West Oak Capital, LLC 0.03% New 872 $81K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +169.6% 674 $62K
Toth Financial Advisory Corp. 0.01% Reduce -59.8% 606 $56K
Avior Wealth Management, LLC 0.00% No change 600 $56K
Cwm, LLC 0.00% Add +14.5% 578 $54K
National Bank of Canada 0.00% Reduce -42.7% 550 $52K
AdvisorNet Financial, Inc 0.00% Add +5220.0% 532 $49K
Harvest Fund Management Co., Ltd 0.00% New 521 $48K
SOA Wealth Advisors, LLC. 0.01% New 500 $46K
Principal Securities, Inc. 0.00% Reduce -81.6% 450 $42K
Bogart Wealth, LLC 0.00% Reduce -10.6% 440 $41K
Armstrong Advisory Group, Inc. 0.00% New 410 $38K
Headlands Technologies LLC 0.00% New 403 $37K
Mark Sheptoff Financial Planning, LLC 0.02% New 388 $36K
Steward Partners Investment Advisory, LLC 0.00% No change 385 $36K
Mather Group, Llc. 0.00% New 488 $34K
Rakuten Securities, Inc. 0.01% Add +36700.0% 368 $34K
Global Retirement Partners, LLC 0.00% Add +84.7% 338 $31K
Quarry LP 0.01% Add +0.3% 308 $29K
Nemes Rush Group LLC 0.00% New 307 $28K
Jamison Private Wealth Management, Inc. 0.00% New 298 $28K
Huntington National Bank 0.00% No change 261 $24K
Arcadia Investment Management Corp. 0.00% Reduce -18.8% 251 $23K
Sandy Spring Bank 0.00% Add +1.2% 248 $23K
CI Investments Inc. 0.00% New 251 $23K
Jones Financial Companies LLLP 0.00% New 231 $21K
Covestor Ltd 0.01% Reduce -0.5% 214 $20K
Arax Advisory Partners 0.00% New 194 $18K
CarsonAllaria Wealth Management, Ltd. 0.01% No change 188 $17K
Tsfg, LLC 0.00% New 180 $17K
GAMMA Investing LLC 0.00% Add +51.2% 183 $17K
Colonial Trust Co / SC 0.00% New 165 $15K
MCF Advisors LLC 0.00% Reduce -3.0% 160 $15K
Peregrine Capital Management LLC 0.00% New 160 $15K
Whittier Trust Co. 0.00% New 157 $15K
Parkside Financial Bank & Trust 0.00% New 139 $13K
SouthState Bank Corp 0.00% No change 110 $10K
Concord Wealth Partners 0.00% New 105 $10K
Trivant Custom Portfolio Group, LLC 0.01% No change 100 $9K
Halpern Financial, Inc. 0.00% New 100 $9K
Harbor Investment Advisory, LLC 0.00% No change 100 $9K
Benjamin F. Edwards & Company, Inc. 0.00% No change 100 $9K
Washington Trust Advisors, Inc. 0.00% No change 93 $9K
Capital Advisors, Ltd. LLC 0.00% New 77 $7K
Larson Financial Group LLC 0.00% New 73 $7K
Baldwin Wealth Partners LLC 0.00% No change 65 $6K
Laurel Wealth Advisors LLC 0.00% No change 63 $6K
MV Capital Management, Inc. 0.00% No change 60 $6K
Lindbrook Capital, LLC 0.00% Reduce -34.9% 56 $5K
Bell Investment Advisors, Inc 0.00% Add +18.6% 51 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 50 $5K
Hobbs Group Advisors, LLC 0.00% — 50 $5K
Janiczek Wealth Management, LLC 0.00% No change 48 $4K
Beaird Harris Wealth Management, LLC 0.00% New 46 $4K
Morton Brown Family Wealth, LLC 0.00% New 50 $4K
Allworth Financial LP 0.00% New 50 $4K
Prestige Wealth Management Group LLC 0.00% No change 41 $4K
Heritage Wealth Advisors 0.00% No change 40 $4K
Bellevue Asset Management, LLC 0.00% No change 36 $3K
Rothschild Investment LLC 0.00% No change 35 $3K
WR Wealth Planners, LLC 0.00% Reduce -48.3% 30 $3K
GPS Wealth Strategies Group, LLC 0.00% No change 25 $2K
Allspring Global Investments Holdings, LLC 0.00% New 22 $2K
Clear Point Advisors Inc. 0.00% Add +33.3% 16 $1K
CVA Family Office, LLC 0.00% New 15 $1K
Parallel Advisors, LLC 0.00% New 15 $1K
Archer Investment Corp 0.00% New 14 $1K
Pension & Wealth Management Advisors, Inc. 0.00% New 12 $1K
Gradient Investments LLC 0.00% No change 12 $1K
Planning Capital Management Corp 0.00% New 10 $928
Berkshire Capital Holdings Inc. 0.00% New 10 $928
Stuart Chaussee & Associates, Inc. 0.00% No change 10 $928
St. Johns Investment Management Company, LLC 0.00% New 7 $649
Institutional & Family Asset Management, LLC 0.00% Reduce -36.4% 7 $649
Smartleaf Asset Management LLC 0.00% New 6 $549
Sanctuary Wealth Management, L.L.C. 0.00% New 5 $464
Cape Investment Advisory, Inc. 0.00% No change 4 $371
Dogwood Wealth Management LLC 0.00% No change 4 $371
Quadrant Capital Group LLC 0.00% No change 4 $371
Manchester Capital Management LLC 0.00% New 3 $279
VitalStone Financial, LLC 0.00% No change 2 $186
Coston, McIsaac & Partners 0.00% New 5 $0

"% of holder's portfolio" is CAVA's weight in each manager's 13F, not the share of Cava Group Inc. the manager owns.