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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 237 | $845.5M |
| Q1 2026 | 230 | $491.1M |
| Q4 2025 | 236 | $636.2M |
| Q3 2025 | 238 | $758.5M |
| Q2 2025 | 254 | $1.64B |
| Q1 2025 | 259 | $2.83B |
| Q4 2024 | 293 | $3.27B |
| Q3 2024 | 273 | $3.61B |
| Q2 2024 | 238 | $2.83B |
| Q1 2024 | 194 | $2.24B |
| Q4 2023 | 174 | $975.9M |
| Q3 2023 | 152 | $993.9M |
| Q2 2023 | 137 | $1.08B |
| Q1 2023 | 128 | $633.8M |
| Q4 2022 | 147 | $730.8M |
| Q3 2022 | 125 | $1.72B |
| Q2 2022 | 136 | $891.6M |
| Q1 2022 | 115 | $2.13B |
| Q4 2021 | 99 | $2.04B |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Sweetgreen, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 20,519 | $241.0K | 0.00% | +20,519 | New |
| Virtu Financial LLC | 18,930 | $222.0K | 0.02% | +18,930 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,474 | $217.1K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 16,461 | $193.4K | 0.03% | −3,539−17.7% | Reduced |
| Creative Planning | 14,500 | $170.4K | 0.00% | −363−2.4% | Reduced |
| Mirova | 14,332 | $168.4K | 0.03% | −722−4.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 14,284 | $168.0K | 0.02% | +14,284 | New |
| HRT Financial LP | 14,236 | $167.0K | 0.00% | +14,236 | New |
| Wealthspire Advisors, LLC | 14,112 | $165.8K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 14,057 | $165.2K | 0.00% | +14,057 | New |
| Integrity Financial Corp | 13,787 | $162.0K | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 13,461 | $158.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 12,772 | $150.1K | 0.00% | −899−6.6% | Reduced |
| ProShare Advisors LLC | 12,557 | $147.5K | 0.00% | −14−0.1% | Reduced |
| Partners Capital Investment Group, LLP | 12,285 | $144.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,041 | $141.5K | 0.00% | −15,430−56.2% | Reduced |
| State of Wisconsin Investment Board | 11,911 | $140.0K | 0.00% | +11,911 | New |
| HighTower Advisors, LLC | 11,301 | $133.0K | 0.00% | +48+0.4% | Added |
| Forum Financial Management, LP | 11,262 | $132.3K | 0.00% | +1,262+12.6% | Added |
| Principal Financial Group Inc | 10,986 | $129.1K | 0.00% | −382−3.4% | Reduced |
| DekaBank Deutsche Girozentrale | 11,000 | $128.0K | 0.00% | +11,000 | New |
| Ameritas Investment Partners, Inc. | 9,603 | $112.8K | 0.00% | +1,621+20.3% | Added |
| Compagnie Lombard Odier SCmA | 8,000 | $94.0K | 0.00% | +6,000+300.0% | Added |
| Cutler Group LP | 7,797 | $91.0K | 0.01% | +7,073+976.9% | Added |
| Tower Research Capital LLC (TRC) | 7,013 | $82.4K | 0.00% | +5,519+369.4% | Added |
| Metropolitan Life Insurance Co | 5,617 | $66.0K | 0.00% | +279+5.2% | Added |
| State of Wyoming | 4,948 | $58.1K | 0.01% | +4,948 | New |
| Asset Dedication, LLC | 4,500 | $53.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,280 | $50.3K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,500 | $29.4K | 0.01% | +2,500 | New |
| Simplex Trading, LLC | 2,377 | $27.0K | 0.00% | +2,377 | New |
| Citigroup Inc | 2,007 | $23.6K | 0.00% | −69,360−97.2% | Reduced |
| KBC Group NV | 1,410 | $17.0K | 0.00% | +1,410 | New |
| Cornerstone Planning Group LLC | 1,385 | $16.3K | 0.01% | +1,385 | New |
| Northwestern Mutual Wealth Management Co | 900 | $10.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 650 | $7.64K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 400 | $4.70K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $4.70K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 382 | $4.49K | 0.00% | +382 | New |
| Spire Wealth Management | 210 | $2.47K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $1.53K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 110 | $1.29K | 0.00% | +110 | New |
| Oakworth Capital, Inc. | 100 | $1.18K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 93 | $1.09K | 0.00% | +93 | New |
| National Bank of Canada | 86 | $1.01K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 75 | $881 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 48 | $564 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $118 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −4,556,503−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −694,102−100.0% | Sold out |
| Schusterman Interests, LLC | 0 | $0 | 0.00% | −596,897−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −540,000−100.0% | Sold out |
| Teca Partners, LP | 0 | $0 | 0.00% | −267,209−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −121,217−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −99,000−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −69,000−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −59,472−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −57,500−100.0% | Sold out |
| Conrad N. Hilton Foundation | 0 | $0 | 0.00% | −25,056−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −23,751−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,398−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −11,675−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,761−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −4,583−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |