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Sweetgreen, Inc.

SG
Exchange
NYSE
Industry
Retail-Eating Places
SEC CIK
0001477815

In the last 90 days, Sweetgreen, Inc. insiders filed 0 open-market purchases and 4 sales; 237 institutions reported holding it in 13F filings for Q2 2026, worth $845.5M in total; no superinvestor holds it.

13F holders, Q3 2023

Institutional positions in Sweetgreen, Inc. as of Sep 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
152
+16 vs. Q2 2023
Shares held
84.6M
−1.08M (−1.3%) vs. Q2 2023
Total value
$993.9M
−$90.4M (−8.3%) vs. Q2 2023
New holders
34
60 more added
Sold out
18
30 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting SG 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 2023: 152 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 99 institutionsQ1 2022: 115 institutionsQ2 2022: 136 institutionsQ3 2022: 125 institutionsQ4 2022: 147 institutionsQ1 2023: 128 institutionsQ2 2023: 137 institutionsQ3 2023: 152 institutionsQ4 2023: 174 institutionsQ1 2024: 194 institutionsQ2 2024: 238 institutionsQ3 2024: 273 institutionsQ4 2024: 293 institutionsQ1 2025: 259 institutionsQ2 2025: 254 institutionsQ3 2025: 238 institutionsQ4 2025: 236 institutionsQ1 2026: 230 institutionsQ2 2026: 237 institutions
Value heldQ3 2023: $993.9M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $2.04BQ1 2022: $2.13BQ2 2022: $891.6MQ3 2022: $1.72BQ4 2022: $730.8MQ1 2023: $633.8MQ2 2023: $1.08BQ3 2023: $993.9MQ4 2023: $975.9MQ1 2024: $2.24BQ2 2024: $2.83BQ3 2024: $3.61BQ4 2024: $3.27BQ1 2025: $2.83BQ2 2025: $1.64BQ3 2025: $758.5MQ4 2025: $636.2MQ1 2026: $491.1MQ2 2026: $845.5M
Institutions holding SG and their total value by quarter
QuarterHoldersValue
Q2 2026237$845.5M
Q1 2026230$491.1M
Q4 2025236$636.2M
Q3 2025238$758.5M
Q2 2025254$1.64B
Q1 2025259$2.83B
Q4 2024293$3.27B
Q3 2024273$3.61B
Q2 2024238$2.83B
Q1 2024194$2.24B
Q4 2023174$975.9M
Q3 2023152$993.9M
Q2 2023137$1.08B
Q1 2023128$633.8M
Q4 2022147$730.8M
Q3 2022125$1.72B
Q2 2022136$891.6M
Q1 2022115$2.13B
Q4 202199$2.04B
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Sweetgreen, Inc.; share changes are against Q2 2023.

Institutions holding SG in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Covestor Ltd8$00.00%−2−20.0%Reduced
Crewe Advisors LLC10$1180.00%00.0%Unchanged
Financial Freedom, LLC48$5640.00%00.0%Unchanged
Gleason Group, Inc.75$8810.00%00.0%Unchanged
FNY Investment Advisers, LLC150$1.00K0.00%00.0%Unchanged
National Bank of Canada86$1.01K0.00%00.0%Unchanged
Leonteq Securities AG93$1.09K0.00%+93New
Oakworth Capital, Inc.100$1.18K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC110$1.29K0.00%+110New
Bell Investment Advisors, Inc130$1.53K0.00%00.0%Unchanged
Eagle Bay Advisors LLC200$2.35K0.00%00.0%Unchanged
Spire Wealth Management210$2.47K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC382$4.49K0.00%+382New
Toth Financial Advisory Corp400$4.70K0.00%00.0%Unchanged
Addison Advisors LLC400$4.70K0.00%00.0%Unchanged
CWM, LLC500$6.00K0.00%00.0%Unchanged
North Star Investment Management Corp.650$7.64K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co900$10.6K0.00%00.0%Unchanged
Cornerstone Planning Group LLC1,385$16.3K0.01%+1,385New
KBC Group NV1,410$17.0K0.00%+1,410New
Citigroup Inc2,007$23.6K0.00%−69,360−97.2%Reduced
Simplex Trading, LLC2,377$27.0K0.00%+2,377New
Bourgeon Capital Management LLC2,500$29.4K0.01%+2,500New
Nisa Investment Advisors, LLC4,280$50.3K0.00%00.0%Unchanged
Asset Dedication, LLC4,500$53.0K0.00%00.0%Unchanged
State of Wyoming4,948$58.1K0.01%+4,948New
Metropolitan Life Insurance Co5,617$66.0K0.00%+279+5.2%Added
Tower Research Capital LLC (TRC)7,013$82.4K0.00%+5,519+369.4%Added
Cutler Group LP7,797$91.0K0.01%+7,073+976.9%Added
Compagnie Lombard Odier SCmA8,000$94.0K0.00%+6,000+300.0%Added
Ameritas Investment Partners, Inc.9,603$112.8K0.00%+1,621+20.3%Added
DekaBank Deutsche Girozentrale11,000$128.0K0.00%+11,000New
Principal Financial Group Inc10,986$129.1K0.00%−382−3.4%Reduced
Forum Financial Management, LP11,262$132.3K0.00%+1,262+12.6%Added
HighTower Advisors, LLC11,301$133.0K0.00%+48+0.4%Added
State of Wisconsin Investment Board11,911$140.0K0.00%+11,911New
Advisor Group Holdings, Inc.12,041$141.5K0.00%−15,430−56.2%Reduced
Partners Capital Investment Group, LLP12,285$144.3K0.00%00.0%Unchanged
ProShare Advisors LLC12,557$147.5K0.00%−14−0.1%Reduced
Mariner, LLC12,772$150.1K0.00%−899−6.6%Reduced
Amalgamated Bank13,461$158.0K0.00%00.0%Unchanged
Integrity Financial Corp13,787$162.0K0.12%00.0%Unchanged
Voloridge Investment Management, LLC14,057$165.2K0.00%+14,057New
Wealthspire Advisors, LLC14,112$165.8K0.00%00.0%Unchanged
HRT Financial LP14,236$167.0K0.00%+14,236New
Dynamic Technology Lab Private Ltd14,284$168.0K0.02%+14,284New
Mirova14,332$168.4K0.03%−722−4.8%Reduced
Creative Planning14,500$170.4K0.00%−363−2.4%Reduced
Fort Point Capital Partners LLC16,461$193.4K0.03%−3,539−17.7%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)18,474$217.1K0.00%00.0%Unchanged
Virtu Financial LLC18,930$222.0K0.02%+18,930New
SG Americas Securities, LLC20,519$241.0K0.00%+20,519New
Summit Trail Advisors, LLC20,975$246.5K0.01%+9,823+88.1%Added
Capstone Investment Advisors, LLC22,868$268.7K0.01%+22,868New
Riverview Capital Advisers, LLC22,922$269.3K0.12%+22,922New
Raymond James & Associates24,069$282.8K0.00%+699+3.0%Added
Arizona State Retirement System25,158$295.6K0.00%−971−3.7%Reduced
Oppenheimer Asset Management Inc.25,282$297.1K0.00%+25,282New
Boston Financial Mangement LLC26,562$312.1K0.01%00.0%Unchanged
State Board of Administration of Florida Retirement System27,580$324.1K0.00%+140+0.5%Added
Alyeska Investment Group, L.P.27,772$326.3K0.00%−72,228−72.2%Reduced
Jane Street Group, LLC28,042$329.5K0.00%−7,082−20.2%Reduced
Outfitter Financial LLC33,955$399.0K0.38%−100−0.3%Reduced
Barclays PLC34,042$400.0K0.00%−1,958−5.4%Reduced
Price T Rowe Associates Inc34,829$410.0K0.00%+155+0.4%Added
Voya Investment Management LLC38,459$451.9K0.00%+448+1.2%Added
Franklin Resources Inc39,058$458.9K0.00%00.0%Unchanged
Weiss Multi-Strategy Advisers LLC40,000$470.0K0.01%−30,000−42.9%Reduced
The PNC Financial Services Group, Inc.40,568$476.7K0.00%+26,361+185.5%Added
Graham Capital Management, L.P.40,615$477.2K0.01%+40,615New
Manufacturers Life Insurance Company, The46,371$544.9K0.00%+8,460+22.3%Added
Deutsche Bank AG46,532$546.8K0.00%+6,849+17.3%Added
Janus Henderson Group PLC47,677$560.9K0.00%−2,874,685−98.4%Reduced
American International Group, Inc.48,238$566.8K0.00%+1,715+3.7%Added
Mirae Asset Global Investments Co., Ltd.48,505$569.9K0.00%+11,500+31.1%Added
Am Investment Strategies LLC49,766$585.0K0.19%00.0%Unchanged
Engineers Gate Manager LP49,809$585.3K0.02%+49,809New
UBS Group AG50,026$587.8K0.00%+19,945+66.3%Added
MetLife Investment Management51,508$605.2K0.00%00.0%Unchanged
Summit Place Financial Advisors, LLC51,830$609.0K0.43%+10,300+24.8%Added
Cerity Partners LLC54,933$645.5K0.00%−100−0.2%Reduced
Occudo Quantitative Strategies LP55,711$654.6K0.08%+55,711New
Versor Investments LP55,801$655.7K0.13%+32,401+138.5%Added
Bank of America Corp59,244$696.1K0.00%+31,149+110.9%Added
American Century Companies Inc59,477$698.9K0.00%+32,328+119.1%Added
First Republic Investment Management, Inc.62,528$734.7K0.00%+62,528New
Aigen Investment Management, LP67,289$790.6K0.15%+67,289New
Royal Bank of Canada69,938$822.0K0.00%+13,072+23.0%Added
Curated Wealth Partners LLC72,138$847.6K0.15%+72,138New
Cresset Asset Management, LLC78,715$924.9K0.01%+11,017+16.3%Added
Legal & General Group Plc86,020$1.01M0.00%+6,928+8.8%Added
Alliancebernstein L.P.90,157$1.06M0.00%00.0%Unchanged
Two Sigma Advisers, LP95,900$1.13M0.00%+95,900New
New York State Common Retirement Fund99,302$1.17M0.00%+61,008+159.3%Added
California State Teachers Retirement System99,380$1.17M0.00%−14,631−12.8%Reduced
Brown Advisory Inc106,324$1.25M0.00%+694+0.7%Added
Gsa Capital Partners LLP113,346$1.33M0.11%+76,110+204.4%Added
Legato Capital Management LLC119,257$1.40M0.20%+119,257New
UBS Asset Management Americas Inc125,071$1.47M0.00%−2,665,581−95.5%Reduced
JPMorgan Chase & Co125,272$1.47M0.00%−57,328−31.4%Reduced