CAVA — Cava Group Inc Institutional Holders · Q3 2026
Who owns Cava Group Inc (CAVA)? 20 institutions reported holding $28.39M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($20.5M), Norman Fields, Gottscho Capital Management, LLC ($5.5M), Moody National Bank Trust Division ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CONGRESS ASSET MANAGEMENT CO | $20.5M | 378,086 | Trimmed |
| 2 | Norman Fields, Gottscho Capital Management, LLC | $5.5M | 102,000 | Added |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $1.7M | 31,048 | Added |
| 4 | Farther Finance Advisors, LLC | $285,907 | 5,285 | Added |
| 5 | Legacy Wealth Asset Management, LLC | $239,068 | 4,419 | Added |
| 6 | GAMMA Investing LLC | $93,539 | 1,729 | Trimmed |
| 7 | Versant Capital Management, Inc | $35,381 | 654 | Trimmed |
| 8 | BURKETT FINANCIAL SERVICES, LLC | $27,050 | 500 | Hold |
| 9 | CX Institutional | $26,000 | 486 | New |
| 10 | MassMutual Private Wealth & Trust, FSB | $12,118 | 224 | Trimmed |
| 11 | GK Wealth Management LLC | $9,143 | 169 | New |
| 12 | ARMSTRONG ADVISORY GROUP, INC | $4,599 | 85 | Added |
| 13 | TOTH FINANCIAL ADVISORY CORP | $2,705 | 50 | Hold |
| 14 | Planning Strategies Inc. | $812 | 15 | Trimmed |
| 15 | CoreCap Advisors, LLC | $271 | 5 | Trimmed |
| 16 | Marquette Asset Management, LLC | $0 | 0 | Exited |
| 17 | Wedmont Private Capital | $0 | 0 | Exited |
| 18 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | Exited |
| 19 | Wealth Enhancement Trust Services, Inc. | $0 | 0 | Exited |
| 20 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30