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, Q4 2023
Institutional positions in Sweetgreen, Inc. as of Dec 31, 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
- 174
- +25 vs. Q3 2023
- Shares held
- 86.4M
- +2.70M (+3.2%) vs. Q3 2023
- Total value
- $975.9M
- −$7.12M (−0.7%) vs. Q3 2023
- New holders
- 47
- 55 more added
- Sold out
- 22
- 43 more reduced
3 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Sweetgreen, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $34 | 0.00% | +3 | New |
| Crewe Advisors LLC | 10 | $113 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 24 | $271 | 0.00% | +24 | New |
| Signature Resources Capital Management, LLC | 40 | $452 | 0.00% | +40 | New |
| Financial Freedom, LLC | 48 | $542 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 80 | $904 | 0.00% | +80 | New |
| National Bank of Canada | 86 | $950 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 110 | $1.24K | 0.00% | +110 | New |
| Leonteq Securities AG | 186 | $2.10K | 0.00% | +93+100.0% | Added |
| Eagle Bay Advisors LLC | 200 | $2.26K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 310 | $3.29K | 0.00% | +100+47.6% | Added |
| Arlington Trust Co LLC | 300 | $3.39K | 0.00% | +300 | New |
| Toth Financial Advisory Corp | 400 | $4.52K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $4.52K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 400 | $4.52K | 0.00% | +400 | New |
| Point72 Middle East FZE | 455 | $5.14K | 0.00% | +455 | New |
| CWM, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 650 | $7.34K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 671 | $7.58K | 0.01% | +671 | New |
| Northwestern Mutual Wealth Management Co | 900 | $10.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,150 | $13.0K | 0.00% | +1,150 | New |
| Nisa Investment Advisors, LLC | 1,210 | $13.7K | 0.00% | −3,070−71.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,832 | $20.0K | 0.01% | +1,450+379.6% | Added |
| Cornerstone Planning Group LLC | 1,914 | $21.6K | 0.01% | +529+38.2% | Added |
| Bessemer Group Inc | 1,922 | $22.0K | 0.00% | +1,922 | New |
| Coppell Advisory Solutions LLC | 2,006 | $22.7K | 0.00% | +2,006 | New |
| Simplex Trading, LLC | 2,088 | $23.0K | 0.00% | −289−12.2% | Reduced |
| Bourgeon Capital Management LLC | 2,500 | $28.3K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 3,202 | $36.2K | 0.01% | −1,746−35.3% | Reduced |
| Asset Dedication, LLC | 4,500 | $51.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,617 | $63.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,131 | $69.3K | 0.00% | −5,910−49.1% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $90.4K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 9,239 | $104.4K | 0.02% | +9,239 | New |
| Group One Trading, L.P. | 9,515 | $107.5K | 0.00% | +9,515 | New |
| Ameritas Investment Partners, Inc. | 9,603 | $108.5K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,000 | $113.0K | 0.01% | +10,000 | New |
| Forum Financial Management, LP | 10,001 | $113.0K | 0.00% | −1,261−11.2% | Reduced |
| Blair William & Co | 10,366 | $117.1K | 0.00% | +10,366 | New |
| HighTower Advisors, LLC | 11,027 | $124.0K | 0.00% | −274−2.4% | Reduced |
| Triumph Capital Management | 11,136 | $125.8K | 0.05% | +11,136 | New |
| Principal Financial Group Inc | 11,425 | $129.1K | 0.00% | +439+4.0% | Added |
| Victory Capital Management Inc | 12,033 | $136.0K | 0.00% | −399,790−97.1% | Reduced |
| Handelsbanken Fonder AB | 12,100 | $137.0K | 0.00% | +12,100 | New |
| Graham Capital Wealth Management, LLC | 12,285 | $138.8K | 0.37% | +12,285 | New |
| Bayesian Capital Management, LP | 12,565 | $142.0K | 0.02% | +12,565 | New |
| Amalgamated Bank | 12,530 | $142.0K | 0.00% | −931−6.9% | Reduced |
| Citigroup Inc | 13,722 | $155.1K | 0.00% | +11,715+583.7% | Added |
| Integrity Financial Corp | 13,787 | $155.8K | 0.11% | 00.0% | Unchanged |
| Mariner, LLC | 14,195 | $160.4K | 0.00% | +1,423+11.1% | Added |
| Mirova | 14,332 | $162.0K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,912 | $168.5K | 0.00% | +800+5.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,140 | $171.1K | 0.00% | −3,334−18.0% | Reduced |
| ProShare Advisors LLC | 15,999 | $180.8K | 0.00% | +3,442+27.4% | Added |
| Fort Point Capital Partners LLC | 16,461 | $186.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 16,600 | $187.6K | 0.00% | +2,100+14.5% | Added |
| Outfitter Financial LLC | 16,655 | $188.2K | 0.16% | −17,300−50.9% | Reduced |
| Raymond James & Associates | 20,501 | $231.7K | 0.00% | −3,568−14.8% | Reduced |
| Tower Research Capital LLC (TRC) | 20,714 | $234.1K | 0.00% | +13,701+195.4% | Added |
| Summit Trail Advisors, LLC | 21,136 | $238.8K | 0.01% | +161+0.8% | Added |
| Lombard Odier Asset Management (USA) Corp | 22,009 | $248.7K | 0.04% | +22,009 | New |
| Oppenheimer Asset Management Inc. | 23,019 | $260.1K | 0.00% | −2,263−9.0% | Reduced |
| Seven Eight Capital, LP | 23,113 | $261.2K | 0.03% | +23,113 | New |
| Arizona State Retirement System | 24,841 | $280.7K | 0.00% | −317−1.3% | Reduced |
| Boston Financial Mangement LLC | 25,062 | $283.2K | 0.01% | −1,500−5.6% | Reduced |
| GTS Securities LLC | 25,134 | $284.0K | 0.01% | +25,134 | New |
| Dynamic Technology Lab Private Ltd | 27,047 | $306.0K | 0.03% | +12,763+89.4% | Added |
| Teza Capital Management LLC | 27,423 | $309.9K | 0.05% | +27,423 | New |
| State Board of Administration of Florida Retirement System | 27,580 | $311.7K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 28,552 | $322.6K | 0.00% | +28,552 | New |
| Versor Investments LP | 30,000 | $339.0K | 0.07% | −25,801−46.2% | Reduced |
| Employees Retirement System of Texas | 35,948 | $406.0K | 0.00% | +35,948 | New |
| Y-Intercept (Hong Kong) Ltd | 36,635 | $414.0K | 0.04% | +36,635 | New |
| Price T Rowe Associates Inc | 37,291 | $422.0K | 0.00% | +2,462+7.1% | Added |
| Conrad N. Hilton Foundation | 38,441 | $434.0K | 3.74% | +38,441 | New |
| Voya Investment Management LLC | 38,856 | $439.1K | 0.00% | +397+1.0% | Added |
| Franklin Resources Inc | 39,058 | $441.4K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 39,840 | $450.2K | 0.00% | −59,462−59.9% | Reduced |
| Riverview Capital Advisers, LLC | 40,133 | $453.5K | 0.17% | +17,211+75.1% | Added |
| The PNC Financial Services Group, Inc. | 41,398 | $467.8K | 0.00% | +830+2.0% | Added |
| AE Wealth Management LLC | 45,731 | $479.7K | 0.00% | +45,731 | New |
| Two Sigma Securities, LLC | 42,983 | $485.7K | 0.02% | +42,983 | New |
| Manufacturers Life Insurance Company, The | 45,498 | $514.1K | 0.00% | −873−1.9% | Reduced |
| Fox Run Management, L.L.C. | 45,768 | $517.2K | 0.13% | +45,768 | New |
| Mach-1 Financial Group, Inc. | 46,026 | $520.1K | 0.20% | +46,026 | New |
| SG Americas Securities, LLC | 47,402 | $536.0K | 0.01% | +26,883+131.0% | Added |
| Janus Henderson Group PLC | 47,619 | $538.3K | 0.00% | −58−0.1% | Reduced |
| American International Group, Inc. | 48,044 | $542.9K | 0.00% | −194−0.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 48,505 | $548.1K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 48,524 | $548.3K | 0.00% | −176,577−78.4% | Reduced |
| Aigen Investment Management, LP | 49,641 | $560.9K | 0.10% | −17,648−26.2% | Reduced |
| Am Investment Strategies LLC | 49,766 | $562.0K | 0.16% | 00.0% | Unchanged |
| MetLife Investment Management | 51,508 | $582.0K | 0.00% | 00.0% | Unchanged |
| Alpha DNA Investment Management LLC | 51,907 | $586.5K | 0.35% | +51,907 | New |
| Cerity Partners LLC | 55,035 | $621.8K | 0.00% | +102+0.2% | Added |
| Graham Capital Management, L.P. | 55,164 | $623.4K | 0.02% | +14,549+35.8% | Added |
| State of Wisconsin Investment Board | 61,728 | $697.5K | 0.00% | +49,817+418.2% | Added |