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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, Q3 2024

Institutional positions in Grocery Outlet Holding Corp. as of Sep 30, 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
236
+21 vs. Q2 2024
Shares held
100.9M
+5.47M (+5.7%) vs. Q2 2024
Total value
$1.77B
−$340.3M (−16.1%) vs. Q2 2024
New holders
55
71 more added
Sold out
34
88 more reduced

1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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 holdersQ3 2024: 236 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 heldQ3 2024: $1.77B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Grocery Outlet Holding Corp.; share changes are against Q2 2024.

Institutions holding GO in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Hemington Wealth Management5$00.00%+5New
Proequities, Inc.1$170.00%−25−96.2%Reduced
JFS Wealth Advisors, LLC1$180.00%−31−96.9%Reduced
Skopos Labs, Inc.1$180.00%+1New
Global Retirement Partners, LLC3$530.00%−38−92.7%Reduced
SJS Investment Consulting Inc.3$530.00%−7−70.0%Reduced
MV Capital Management, Inc.3$530.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.4$710.00%−8−66.7%Reduced
Larson Financial Group LLC5$880.00%+5New
Claris Advisors, LLC5$880.00%+5New
Abound Wealth Management10$1760.00%+10New
Bokf, NA16$2590.00%+16New
Beacon Capital Management, LLC25$4390.00%00.0%Unchanged
Principal Securities, Inc.31$5440.00%00.0%Unchanged
Bruce G. Allen Investments, LLC42$7370.00%−4−8.7%Reduced
Farmers & Merchants Investments Inc43$7550.00%00.0%Unchanged
Versant Capital Management, Inc44$7720.00%−172−79.6%Reduced
Quent Capital, LLC45$7900.00%00.0%Unchanged
Hexagon Capital Partners LLC47$8250.00%00.0%Unchanged
Creative Financial Designs Inc52$9130.00%+52New
Bessemer Group Inc70$1.00K0.00%−290−80.6%Reduced
TD Waterhouse Canada Inc.60$1.04K0.00%+60New
Private Wealth Management Group, LLC62$1.09K0.00%−54−46.6%Reduced
Signaturefd, LLC63$1.11K0.00%−164−72.2%Reduced
Bell Investment Advisors, Inc70$1.23K0.00%−5−6.7%Reduced
Massmutual Trust Co FSB70$1.23K0.00%+49+233.3%Added
Lindbrook Capital, LLC71$1.25K0.00%−574−89.0%Reduced
Parkside Financial Bank & Trust92$1.61K0.00%+17+22.7%Added
EverSource Wealth Advisors, LLC101$1.77K0.00%−348−77.5%Reduced
Farther Finance Advisors, LLC105$1.84K0.00%+61+138.6%Added
Northwestern Mutual Wealth Management Co127$2.23K0.00%+127New
Anfield Capital Management, LLC159$2.79K0.00%00.0%Unchanged
Smartleaf Asset Management LLC176$3.11K0.00%+167+1,855.6%Added
Umb Bank N A180$3.16K0.00%+74+69.8%Added
Tucker Asset Management LLC213$3.74K0.00%−12−5.3%Reduced
Quarry LP368$6.46K0.00%+368New
Covestor Ltd488$9.00K0.01%+237+94.4%Added
Rise Advisors, LLC553$9.71K0.00%00.0%Unchanged
Planning Capital Management Corp570$10.0K0.01%00.0%Unchanged
Venturi Wealth Management, LLC626$11.0K0.00%+626New
Nomura Asset Management Co Ltd630$11.1K0.00%00.0%Unchanged
GAMMA Investing LLC661$11.6K0.00%−435−39.7%Reduced
Advisor Group Holdings, Inc.678$11.9K0.00%−371−35.4%Reduced
Danske Bank A/S700$12.3K0.00%+700New
Quadrant Capital Group LLC737$12.9K0.00%−61−7.6%Reduced
The PNC Financial Services Group, Inc.856$15.0K0.00%−5,012−85.4%Reduced
Providence Capital Advisors, LLC928$16.3K0.00%−284,875−99.7%Reduced
Allworth Financial LP1,067$18.7K0.00%+1,003+1,567.2%Added
Catalyst Funds Management Pty Ltd1,200$21.1K0.00%+1,200New
Point72 Asia (Singapore) Pte. Ltd.1,269$22.3K0.00%+1,269New
Parallel Advisors, LLC1,349$23.7K0.00%+1,131+518.8%Added
Allspring Global Investments Holdings, LLC1,497$26.3K0.00%+500+50.2%Added
MetLife Investment Management1,697$29.8K0.00%−38−2.2%Reduced
Capital Performance Advisors LLP1,802$31.6K0.01%+1,802New
Ronald Blue Trust, Inc.1,665$36.8K0.00%+722+76.6%Added
Walleye Capital LLC2,108$37.0K0.00%−6,339−75.0%Reduced
US Bancorp2,251$39.5K0.00%−6,617−74.6%Reduced
Headlands Technologies LLC2,730$47.9K0.01%−8,463−75.6%Reduced
KBC Group NV2,770$49.0K0.00%00.0%Unchanged
Canada Pension Plan Investment Board3,700$64.9K0.00%00.0%Unchanged
Sterling Capital Management LLC3,774$66.2K0.00%+3,774New
FMR LLC4,079$71.6K0.00%−1,313,281−99.7%Reduced
True Wealth Design, LLC4,293$75.3K0.03%+4,293New
Corebridge Financial, Inc.4,571$80.2K0.00%−374−7.6%Reduced
Royal Bank of Canada9,260$163.0K0.00%−252−2.6%Reduced
Public Employees Retirement Association of Colorado9,533$167.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)9,559$167.8K0.00%−58,399−85.9%Reduced
Wells Fargo & Company9,811$172.2K0.00%+8,262+533.4%Added
Nisa Investment Advisors, LLC10,300$180.8K0.00%+10,300New
Deutsche Bank AG11,037$193.7K0.00%−109,198−90.8%Reduced
Creative Planning11,278$197.9K0.00%+11,278New
LPL Financial LLC12,765$224.0K0.00%−983−7.2%Reduced
Blueshift Asset Management, LLC12,940$227.1K0.06%+12,940New
Verition Fund Management LLC13,314$233.7K0.00%−49,893−78.9%Reduced
Axq Capital, LP13,743$241.2K0.07%+13,743New
Colony Group, LLC14,012$245.9K0.00%+14,012New
Pictet Asset Management Holding SA14,291$250.8K0.00%+2,314+19.3%Added
Integrated Wealth Concepts LLC14,294$250.9K0.00%−1,866−11.5%Reduced
Avantax Advisory Services, Inc.14,668$257.4K0.00%+10.0%Added
Entropy Technologies, LP14,700$258.0K0.03%+14,700New
Mutual of America Capital Management LLC14,738$258.7K0.00%−1,675−10.2%Reduced
Quest Partners LLC15,172$266.3K0.02%+15,172New
Paloma Partners Management Co15,498$272.0K0.01%+15,498New
Guggenheim Capital LLC15,547$272.9K0.00%+1,483+10.5%Added
Squarepoint Ops LLC16,032$281.4K0.00%+16,032New
Schonfeld Strategic Advisors LLC16,301$286.1K0.00%−80,407−83.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)16,995$298.3K0.00%00.0%Unchanged
Voya Investment Management LLC17,588$308.7K0.00%−1,689−8.8%Reduced
State of Wyoming17,764$311.8K0.04%−1,692−8.7%Reduced
Cedar Wealth Management, LLC19,605$344.1K0.11%−3,509−15.2%Reduced
Campbell & CO Investment Adviser LLC19,694$345.6K0.03%+19,694New
HSBC Holdings PLC19,597$346.4K0.00%+19,597New
Manufacturers Life Insurance Company, The19,880$348.9K0.00%+258+1.3%Added
Centiva Capital, LP19,935$349.9K0.02%+19,935New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys20,945$367.6K0.00%−573−2.7%Reduced
Bank of Hawaii21,109$370.5K0.02%+21,109New
Schroder Investment Management Group21,136$370.9K0.00%00.0%Unchanged
Angeles Investment Advisors, LLC21,535$377.9K0.02%+3,355+18.5%Added
Washington Capital Management Inc22,300$391.4K0.30%+4,400+24.6%Added
Captrust Financial Advisors22,307$391.5K0.00%+22,307New