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Grocery Outlet Holding Corp.

GO
Exchange
Nasdaq
Industry
Retail-Grocery Stores
SEC CIK
0001771515

In the last 90 days, Grocery Outlet Holding Corp. insiders filed 2 open-market purchases and 1 sale; 246 institutions reported holding it in 13F filings for Q2 2026, worth $1.11B in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Grocery Outlet Holding Corp. as of Jun 30, 2023. 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
237
+15 vs. Q1 2023
Shares held
101.3M
+491.0K (+0.5%) vs. Q1 2023
Total value
$3.10B
+$242.7M (+8.5%) vs. Q1 2023
New holders
40
80 more added
Sold out
25
85 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting GO 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.

Institutional holdersQ2 2023: 237 institutions
Q1 2021: 218 institutionsQ2 2021: 200 institutionsQ3 2021: 197 institutionsQ4 2021: 196 institutionsQ1 2022: 208 institutionsQ2 2022: 237 institutionsQ3 2022: 251 institutionsQ4 2022: 243 institutionsQ1 2023: 225 institutionsQ2 2023: 237 institutionsQ3 2023: 245 institutionsQ4 2023: 254 institutionsQ1 2024: 250 institutionsQ2 2024: 216 institutionsQ3 2024: 236 institutionsQ4 2024: 235 institutionsQ1 2025: 228 institutionsQ2 2025: 239 institutionsQ3 2025: 246 institutionsQ4 2025: 240 institutionsQ1 2026: 226 institutionsQ2 2026: 246 institutions
Value heldQ2 2023: $3.10B
Q1 2021: $3.49BQ2 2021: $3.32BQ3 2021: $2.01BQ4 2021: $2.76BQ1 2022: $3.26BQ2 2022: $4.09BQ3 2022: $3.19BQ4 2022: $2.88BQ1 2023: $2.86BQ2 2023: $3.10BQ3 2023: $2.88BQ4 2023: $2.67BQ1 2024: $2.85BQ2 2024: $2.38BQ3 2024: $1.77BQ4 2024: $1.62BQ1 2025: $1.61BQ2 2025: $1.44BQ3 2025: $1.95BQ4 2025: $1.26BQ1 2026: $806.6MQ2 2026: $1.11B
Institutions holding GO and their total value by quarter
QuarterHoldersValue
Q2 2026246$1.11B
Q1 2026226$806.6M
Q4 2025240$1.26B
Q3 2025246$1.95B
Q2 2025239$1.44B
Q1 2025228$1.61B
Q4 2024235$1.62B
Q3 2024236$1.77B
Q2 2024216$2.38B
Q1 2024250$2.85B
Q4 2023254$2.67B
Q3 2023245$2.88B
Q2 2023237$3.10B
Q1 2023225$2.86B
Q4 2022243$2.88B
Q3 2022251$3.19B
Q2 2022237$4.09B
Q1 2022208$3.26B
Q4 2021196$2.76B
Q3 2021197$2.01B
Q2 2021200$3.32B
Q1 2021218$3.49B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Grocery Outlet Holding Corp.; share changes are against Q1 2023.

Institutions holding GO in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.7$00.00%00.0%Unchanged
Ronald Blue Trust, Inc.5$00.00%−2−28.6%Reduced
Toronto Dominion Bank3$00.00%+3New
Hexagon Capital Partners LLC2$610.00%−3−60.0%Reduced
IFP Advisors, Inc9$2570.00%00.0%Unchanged
ICA Group Wealth Management, LLC10$3060.00%00.0%Unchanged
Parkside Financial Bank & Trust10$3070.00%00.0%Unchanged
Disciplined Investments, LLC15$4590.00%+2+15.4%Added
SJS Investment Consulting Inc.16$4900.00%+4+33.3%Added
Global Retirement Partners, LLC27$8260.00%00.0%Unchanged
Glassman Wealth Services28$8570.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.32$1.00K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC33$1.01K0.00%+33New
Allworth Financial LP34$1.04K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc43$1.32K0.00%00.0%Unchanged
Quent Capital, LLC44$1.35K0.00%−33−42.9%Reduced
Venturi Wealth Management, LLC47$1.44K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC51$1.56K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC80$2.00K0.00%00.0%Unchanged
Massmutual Trust Co FSB69$2.11K0.00%+28+68.3%Added
Lindbrook Capital, LLC75$2.30K0.00%+66+733.3%Added
GPS Wealth Strategies Group, LLC78$2.39K0.00%00.0%Unchanged
Wolff Wiese Magana LLC86$2.63K0.00%+86New
Bell Investment Advisors, Inc115$3.52K0.00%00.0%Unchanged
Parallel Advisors, LLC128$3.92K0.00%+76+146.2%Added
Bessemer Group Inc214$6.00K0.00%+73+51.8%Added
Loomis Sayles & Co L P181$6.00K0.00%+181New
Newbridge Financial Services Group, Inc.252$7.71K0.00%00.0%Unchanged
Covestor Ltd257$8.00K0.01%−2−0.8%Reduced
Signaturefd, LLC273$8.36K0.00%+37+15.7%Added
Gilder Gagnon Howe & Co LLC301$9.21K0.00%+301New
First Horizon Advisors, Inc.361$11.1K0.00%+19+5.6%Added
CWM, LLC402$12.0K0.00%+141+54.0%Added
Fifth Third Bancorp407$12.5K0.00%+53+15.0%Added
Register Financial Advisors LLC462$14.1K0.01%00.0%Unchanged
Harbor Capital Advisors, Inc.490$15.0K0.00%+490New
Group One Trading, L.P.534$16.3K0.00%+534New
Nomura Asset Management Co Ltd630$19.3K0.00%00.0%Unchanged
Spire Wealth Management924$28.3K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC1,059$32.4K0.00%−991−48.3%Reduced
Quadrant Capital Group LLC1,709$52.3K0.01%+863+102.0%Added
Colonial Trust Co1,788$54.7K0.01%−48−2.6%Reduced
State of Wyoming2,111$64.6K0.02%+2,111New
Amundi2,570$78.0K0.00%+2,570New
Headlands Technologies LLC3,139$96.1K0.03%+3,139New
Simplex Trading, LLC3,468$106.0K0.00%+3,468New
Quantbot Technologies LP4,365$133.6K0.01%+3,063+235.3%Added
Deutsche Bank AG4,693$143.7K0.00%−1,939−29.2%Reduced
Bleakley Financial Group, LLC6,599$202.0K0.01%+6,599New
Royal Bank of Canada6,651$203.0K0.00%+767+13.0%Added
Prudential Financial Inc6,881$210.6K0.00%+6,881New
Teacher Retirement System of Texas7,016$215.0K0.00%−11,793−62.7%Reduced
State of Wisconsin Investment Board7,337$224.6K0.00%−4,305−37.0%Reduced
Crossmark Global Holdings, Inc.6,894$230.0K0.00%−309−4.3%Reduced
HighTower Advisors, LLC7,528$235.0K0.00%+686+10.0%Added
Advisor Group Holdings, Inc.7,791$241.0K0.00%+427+5.8%Added
Capula Management Ltd7,920$242.4K0.03%+7,920New
Securian Asset Management, Inc7,934$242.9K0.01%−100−1.2%Reduced
Becker Capital Management Inc7,960$243.7K0.01%−4,450−35.9%Reduced
Baker Tilly Wealth Management, LLC8,256$252.7K0.03%−517−5.9%Reduced
Schonfeld Strategic Advisors LLC8,400$257.1K0.00%−3,300−28.2%Reduced
Wedmont Private Capital8,164$268.1K0.03%+8,164New
Private Wealth Partners, LLC8,799$269.3K0.02%00.0%Unchanged
Capstone Investment Advisors, LLC8,879$271.8K0.01%+8,879New
HSBC Holdings PLC9,158$278.3K0.00%+9,158New
Portside Wealth Group, LLC9,423$288.4K0.05%+9,423New
Public Employees Retirement Association of Colorado9,533$292.0K0.00%00.0%Unchanged
Lombard Odier Asset Management (USA) Corp9,578$293.2K0.03%+9,578New
Pictet Asset Management SA9,707$297.1K0.00%−1,640−14.5%Reduced
Xponance, Inc.10,876$332.9K0.00%−1,545−12.4%Reduced
State of Alaska, Department of Revenue11,088$339.0K0.00%−1,102−9.0%Reduced
Bank of Montreal11,039$339.0K0.00%+867+8.5%Added
Dynamic Technology Lab Private Ltd11,247$344.0K0.04%+11,247New
Two Sigma Advisers, LP11,300$345.9K0.00%+11,300New
Integrated Wealth Concepts LLC11,775$360.6K0.01%+11,775New
Engineers Gate Manager LP12,025$368.1K0.01%+12,025New
Voya Investment Management LLC12,093$370.2K0.00%−1,516−11.1%Reduced
Teza Capital Management LLC12,155$372.1K0.06%+12,155New
Quantinno Capital Management LP12,398$380.0K0.02%+12,398New
Zurich Insurance Group Ltd13,275$406.3K0.00%00.0%Unchanged
Quaero Capital S.A.13,690$419.1K0.32%−2,868−17.3%Reduced
SG Americas Securities, LLC13,740$421.0K0.00%+895+7.0%Added
US Bancorp14,758$451.7K0.00%−3,642−19.8%Reduced
Teachers Retirement System of the State of Kentucky15,116$462.0K0.00%+1,451+10.6%Added
Equitable Trust Co15,221$465.9K0.04%00.0%Unchanged
LPL Financial LLC15,491$474.2K0.00%−511−3.2%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital15,677$479.9K0.01%−17,374−52.6%Reduced
Pacer Advisors, Inc.15,900$486.7K0.00%+15,900New
Zurcher Kantonalbank (Zurich Cantonalbank)16,290$498.6K0.00%+1,308+8.7%Added
Pathstone Family Office, LLC16,515$505.5K0.01%+37+0.2%Added
M&T Bank Corp16,599$508.0K0.00%−1,271−7.1%Reduced
Fox Run Management, L.L.C.17,494$535.5K0.15%+17,494New
New Mexico Educational Retirement Board18,100$554.0K0.02%+2,100+13.1%Added
Guggenheim Capital LLC18,330$561.1K0.00%−581−3.1%Reduced
EFG Asset Management (North America) Corp.19,030$582.7K0.13%−1,126−5.6%Reduced
Occudo Quantitative Strategies LP19,377$593.1K0.06%−36,971−65.6%Reduced
Northwestern Mutual Investment Management Company, LLC19,877$608.4K0.02%+237+1.2%Added
Rafferty Asset Management, LLC19,956$610.9K0.00%+2,990+17.6%Added
The PNC Financial Services Group, Inc.20,225$619.1K0.00%−2,426−10.7%Reduced
Exchange Traded Concepts, LLC20,590$630.3K0.02%−684−3.2%Reduced