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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, Q1 2024

Institutional positions in Grocery Outlet Holding Corp. as of Mar 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
250
−4 vs. Q4 2023
Shares held
99.2M
+165.5K (+0.2%) vs. Q4 2023
Total value
$2.85B
+$184.9M (+6.9%) vs. Q4 2023
New holders
41
96 more added
Sold out
45
95 more reduced

Compare with Q4 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 holdersQ1 2024: 250 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 heldQ1 2024: $2.85B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Grocery Outlet Holding Corp.; share changes are against Q4 2023.

Institutions holding GO in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Financial Management Professionals, Inc.7$00.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.11$3170.00%+1+10.0%Added
Umb Bank N A16$4600.00%+16New
SJS Investment Consulting Inc.18$5190.00%+2+12.5%Added
Proequities, Inc.20$5750.00%00.0%Unchanged
Private Wealth Management Group, LLC24$6910.00%−17−41.5%Reduced
Beacon Capital Management, LLC25$7200.00%+25New
Global Retirement Partners, LLC27$7770.00%00.0%Unchanged
Lindbrook Capital, LLC36$1.04K0.00%−11−23.4%Reduced
Farther Finance Advisors, LLC40$1.15K0.00%+15+60.0%Added
Farmers & Merchants Investments Inc43$1.24K0.00%00.0%Unchanged
Toronto Dominion Bank43$1.24K0.00%+40+1,333.3%Added
Quent Capital, LLC45$1.29K0.00%+26+136.8%Added
Nisa Investment Advisors, LLC46$1.32K0.00%−1,020−95.7%Reduced
EverSource Wealth Advisors, LLC53$1.38K0.00%+17+47.2%Added
JFS Wealth Advisors, LLC51$1.47K0.00%−9−15.0%Reduced
Parallel Advisors, LLC58$1.67K0.00%−193−76.9%Reduced
Hexagon Capital Partners LLC70$2.02K0.00%−8−10.3%Reduced
Bell Investment Advisors, Inc75$2.16K0.00%−20−21.1%Reduced
GPS Wealth Strategies Group, LLC78$2.24K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC92$2.64K0.00%+92New
SYSTM Wealth Solutions LLC93$2.68K0.00%00.0%Unchanged
Tucker Asset Management LLC100$2.88K0.00%+100New
Allworth Financial LP103$2.96K0.00%+20+24.1%Added
Smartleaf Asset Management LLC123$3.57K0.00%+123New
First Pacific Financial136$3.92K0.00%+38+38.8%Added
Anfield Capital Management, LLC159$4.58K0.00%+159New
Bessemer Group Inc167$5.00K0.00%−31−15.7%Reduced
Covestor Ltd251$7.00K0.00%−1−0.4%Reduced
Fifth Third Bancorp244$7.02K0.00%−235−49.1%Reduced
Planning Capital Management Corp370$10.6K0.01%+159+75.4%Added
Mather Group, LLC.402$10.8K0.00%+402New
NBC Securities, Inc.411$11.0K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC398$11.5K0.00%−212,391−99.8%Reduced
Signaturefd, LLC406$11.7K0.00%+310+322.9%Added
Register Financial Advisors LLC462$13.3K0.01%+462New
Rise Advisors, LLC553$15.9K0.01%+553New
Nomura Asset Management Co Ltd630$18.1K0.00%00.0%Unchanged
GAMMA Investing LLC646$18.6K0.00%+178+38.0%Added
Quadrant Capital Group LLC679$19.5K0.00%−1,234−64.5%Reduced
Quarry LP694$20.0K0.01%+180+35.0%Added
Allspring Global Investments Holdings, LLC874$25.2K0.00%+874New
Advisor Group Holdings, Inc.1,085$31.2K0.00%−2,123−66.2%Reduced
Quest Partners LLC1,514$43.6K0.01%−5,643−78.8%Reduced
EntryPoint Capital, LLC1,652$47.5K0.04%−5,849−78.0%Reduced
Colonial Trust Co1,700$48.9K0.01%−88−4.9%Reduced
KBC Group NV2,029$58.0K0.00%+830+69.2%Added
Wells Fargo & Company3,078$88.6K0.00%−583−15.9%Reduced
US Bancorp3,471$99.9K0.00%−1,973−36.2%Reduced
Daiwa Securities Group Inc.4,400$127.0K0.00%+4,400New
Amundi4,909$129.9K0.00%−94,712−95.1%Reduced
Harbor Capital Advisors, Inc.5,112$147.0K0.02%+5,112New
Martingale Asset Management L P7,230$208.1K0.00%+7,230New
Tower Research Capital LLC (TRC)7,429$213.8K0.01%−50,042−87.1%Reduced
State of Wisconsin Investment Board7,466$214.9K0.00%−1,435−16.1%Reduced
Simplicity Wealth,LLC7,551$217.3K0.01%+7,551New
Bleakley Financial Group, LLC7,551$217.3K0.01%+7,551New
JustInvest LLC7,564$217.7K0.00%+7,564New
HighTower Advisors, LLC7,431$221.0K0.00%+7,431New
Prudential Financial Inc7,870$226.5K0.00%−360−4.4%Reduced
Brevan Howard Capital Management LP7,892$227.1K0.02%−29,907−79.1%Reduced
Becker Capital Management Inc7,915$227.8K0.01%−45−0.6%Reduced
Private Wealth Partners, LLC7,999$230.2K0.02%−800−9.1%Reduced
State of Wyoming8,029$231.1K0.04%+1,106+16.0%Added
CWM, LLC8,140$234.0K0.00%+6,357+356.5%Added
Securian Asset Management, Inc8,133$234.1K0.01%−233−2.8%Reduced
Walleye Trading LLC8,183$235.5K0.00%+8,183New
Vident Advisory, LLC8,330$239.7K0.00%+8,330New
Delap Wealth Advisory, LLC8,406$241.9K0.10%+8,406New
Cipher Capital LP8,479$244.0K0.11%+8,479New
Pallas Capital Advisors LLC8,870$255.3K0.01%+8,870New
Public Employees Retirement Association of Colorado9,533$274.0K0.00%00.0%Unchanged
Ontario Teachers Pension Plan Board10,272$295.6K0.00%−49,846−82.9%Reduced
Boston Partners10,526$302.9K0.00%+10,526New
State of Alaska, Department of Revenue10,723$308.0K0.00%00.0%Unchanged
LPL Financial LLC10,740$309.1K0.00%+338+3.2%Added
Manhattan West Asset Management, LLC11,011$316.9K0.08%+11,011New
Integrated Wealth Concepts LLC11,296$325.2K0.00%00.0%Unchanged
Voya Investment Management LLC11,368$327.2K0.00%−1,207−9.6%Reduced
Royal Bank of Canada11,527$331.0K0.00%−7,833−40.5%Reduced
Xponance, Inc.11,609$334.1K0.00%−250−2.1%Reduced
Stifel Financial Corp11,651$335.3K0.00%−429−3.6%Reduced
Natixis Advisors, L.P.11,884$342.0K0.00%+1,083+10.0%Added
Bank of Montreal11,998$345.5K0.00%−7,847−39.5%Reduced
Pictet Asset Management Holding SA12,340$355.1K0.00%+2,633+27.1%Added
Engineers Gate Manager LP12,506$359.9K0.01%−78,310−86.2%Reduced
Acadian Asset Management LLC12,810$368.0K0.00%+9,851+332.9%Added
New York Life Investment Management LLC12,799$368.4K0.00%+12,799New
Zurcher Kantonalbank (Zurich Cantonalbank)13,945$401.3K0.00%−3,102−18.2%Reduced
Guggenheim Capital LLC14,777$425.3K0.00%+1,707+13.1%Added
Pacer Advisors, Inc.14,786$425.5K0.00%−128−0.9%Reduced
Entropy Technologies, LP15,100$434.6K0.05%+15,100New
PEAK6 Investments LLC15,343$441.6K0.02%+456+3.1%Added
Blueshift Asset Management, LLC17,084$491.7K0.26%+4,827+39.4%Added
Equitable Trust Co18,060$519.8K0.04%00.0%Unchanged
New Mexico Educational Retirement Board18,100$521.0K0.02%00.0%Unchanged
The PNC Financial Services Group, Inc.18,479$531.8K0.00%+2,451+15.3%Added
Cerity Partners LLC18,760$539.9K0.00%+18,760New
Rafferty Asset Management, LLC20,178$580.7K0.00%−342−1.7%Reduced
Bridgefront Capital, LLC20,353$585.8K0.45%+20,353New