HolderBook

CAVA GROUP INC (CAVA)

Institutional ownership reported to the SEC as of Q3 2026, across 14 quarters.

14
Reporting holders
$28.4M
Reported value
0.0%
Calls
0.0%
Puts
-537
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
CONGRESS ASSET MANAGEMENT CO$20.5M378,0860.13%7q-24.1%-$6.5M
Norman Fields, Gottscho Capital Management, LLC$5.5M102,0001.68%4q+197.9%+$3.7M
MOODY NATIONAL BANK TRUST DIVISION$1.7M31,0480.14%4q+45.8%+$527.5K
Farther Finance Advisors, LLC$285.9K5,2850.00%12q+34.6%+$73.5K
Legacy Wealth Asset Management, LLC$239.1K4,4190.05%3qHELD
GAMMA Investing LLC$93.5K1,7290.00%12q-41.5%-$66.3K
Versant Capital Management, Inc$35.4K6540.00%4q-23.1%-$10.6K
BURKETT FINANCIAL SERVICES, LLC$27.1K5000.01%8qHELD
MassMutual Private Wealth & Trust, FSB$12.1K2240.00%9q-22.2%-$3.5K
GK Wealth Management LLC$9.1K1690.01%newNEW
ARMSTRONG ADVISORY GROUP, INC$4.6K850.00%2q+13.3%
TOTH FINANCIAL ADVISORY CORP$2.7K500.00%13qHELD
Planning Strategies Inc.$812150.00%2q-11.8%
CoreCap Advisors, LLC$27150.00%9q-79.2%-$1.0K
CX Institutional$264860.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AAllianceBernstein L.P.5.7%
2026-08-1313G/AArtal Participations S.a r.l.with 6 co-filers5.6%
2026-08-1213G/ACapital Research Global Investors1.2%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-06-15Schulman BrettCEO and PresidentSold33,174$3.0M
2026-06-17Costanza KellyChief People OfficerSold12,490$1.1M
2026-06-18KOCHEVAR KARENDirectorSold10,000$900.0K
2026-05-21Costanza KellyChief People OfficerSold10,010$799.5K
2026-05-11Xenohristos TheodorosChief Concept OfficerSold9,044$721.3K
2026-06-15Tolivar Tricia K.Chief Financial OfficerSold4,969$444.4K
2026-08-31Thompson Douglas W.Chief Operations OfficerBought6,500$432.4K
2026-06-12Phillips Adam DavidChief Accounting OfficerSold4,664$423.1K ×2
2026-05-21Phillips Adam DavidChief Accounting OfficerSold5,181$399.7K
2026-05-26Thompson Douglas W.Chief Operations OfficerBought4,000$317.8K
2026-06-15Xenohristos TheodorosChief Concept OfficerSold3,252$290.8K
2026-06-15Costanza KellyChief People OfficerSold2,870$256.7K

Ten percent owners and entities

Usually an institution that crossed a reporting threshold, or a company taking a strategic stake, rather than an individual with a view.

DateInsiderRoleSideSharesValue
2026-06-15Artal Participations S.a r.l.DirectorSold3,000,000$270.9M

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202614$28.4M524,2691460.0%
Q2 2026551$9.6B109,222,4778415219610.7%
Q1 2026528$9.9B112,638,0981151711439.8%
Q4 2025490$7.6B110,080,8398116015815.4%
Q3 2025505$7.4B95,712,8738521213922.1%
Q2 2025544$9.6B95,155,94510322213416.7%
Q1 2025527$8.9B91,967,44312221011411.1%
Q4 2024524$10.6B80,980,5219220012413.6%
Q3 2024460$12.3B84,684,17410914813214.5%
Q2 2024400$8.9B85,570,3001351218710.6%
Q1 2024297$6.7B87,850,40111694588.4%
Q4 2023211$3.9B85,324,6548170255.7%
Q3 2023145$2.5B76,503,6477836224.7%
Q2 202391$2.9B70,852,55698000.7%