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 |
|---|---|---|---|---|---|
| Versor Investments LP | 30,000 | $339.0K | 0.07% | −25,801−46.2% | Reduced |
| Sequoia Financial Advisors, LLC | 28,552 | $322.6K | 0.00% | +28,552 | New |
| State Board of Administration of Florida Retirement System | 27,580 | $311.7K | 0.00% | 00.0% | Unchanged |
| Teza Capital Management LLC | 27,423 | $309.9K | 0.05% | +27,423 | New |
| Dynamic Technology Lab Private Ltd | 27,047 | $306.0K | 0.03% | +12,763+89.4% | Added |
| GTS Securities LLC | 25,134 | $284.0K | 0.01% | +25,134 | New |
| Boston Financial Mangement LLC | 25,062 | $283.2K | 0.01% | −1,500−5.6% | Reduced |
| Arizona State Retirement System | 24,841 | $280.7K | 0.00% | −317−1.3% | Reduced |
| Seven Eight Capital, LP | 23,113 | $261.2K | 0.03% | +23,113 | New |
| Oppenheimer Asset Management Inc. | 23,019 | $260.1K | 0.00% | −2,263−9.0% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 22,009 | $248.7K | 0.04% | +22,009 | New |
| Summit Trail Advisors, LLC | 21,136 | $238.8K | 0.01% | +161+0.8% | Added |
| Tower Research Capital LLC (TRC) | 20,714 | $234.1K | 0.00% | +13,701+195.4% | Added |
| Raymond James & Associates | 20,501 | $231.7K | 0.00% | −3,568−14.8% | Reduced |
| Outfitter Financial LLC | 16,655 | $188.2K | 0.16% | −17,300−50.9% | Reduced |
| Creative Planning | 16,600 | $187.6K | 0.00% | +2,100+14.5% | Added |
| Fort Point Capital Partners LLC | 16,461 | $186.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,999 | $180.8K | 0.00% | +3,442+27.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,140 | $171.1K | 0.00% | −3,334−18.0% | Reduced |
| Wealthspire Advisors, LLC | 14,912 | $168.5K | 0.00% | +800+5.7% | Added |
| Mirova | 14,332 | $162.0K | 0.03% | 00.0% | Unchanged |
| Mariner, LLC | 14,195 | $160.4K | 0.00% | +1,423+11.1% | Added |
| Integrity Financial Corp | 13,787 | $155.8K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 13,722 | $155.1K | 0.00% | +11,715+583.7% | Added |
| Amalgamated Bank | 12,530 | $142.0K | 0.00% | −931−6.9% | Reduced |
| Bayesian Capital Management, LP | 12,565 | $142.0K | 0.02% | +12,565 | New |
| Graham Capital Wealth Management, LLC | 12,285 | $138.8K | 0.37% | +12,285 | New |
| Handelsbanken Fonder AB | 12,100 | $137.0K | 0.00% | +12,100 | New |
| Victory Capital Management Inc | 12,033 | $136.0K | 0.00% | −399,790−97.1% | Reduced |
| Principal Financial Group Inc | 11,425 | $129.1K | 0.00% | +439+4.0% | Added |
| Triumph Capital Management | 11,136 | $125.8K | 0.05% | +11,136 | New |
| HighTower Advisors, LLC | 11,027 | $124.0K | 0.00% | −274−2.4% | Reduced |
| Blair William & Co | 10,366 | $117.1K | 0.00% | +10,366 | New |
| Forum Financial Management, LP | 10,001 | $113.0K | 0.00% | −1,261−11.2% | Reduced |
| Clear Harbor Asset Management, LLC | 10,000 | $113.0K | 0.01% | +10,000 | New |
| Ameritas Investment Partners, Inc. | 9,603 | $108.5K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 9,515 | $107.5K | 0.00% | +9,515 | New |
| Quest Partners LLC | 9,239 | $104.4K | 0.02% | +9,239 | New |
| Compagnie Lombard Odier SCmA | 8,000 | $90.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 6,131 | $69.3K | 0.00% | −5,910−49.1% | Reduced |
| Metropolitan Life Insurance Co | 5,617 | $63.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4,500 | $51.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,202 | $36.2K | 0.01% | −1,746−35.3% | Reduced |
| Bourgeon Capital Management LLC | 2,500 | $28.3K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,088 | $23.0K | 0.00% | −289−12.2% | Reduced |
| Coppell Advisory Solutions LLC | 2,006 | $22.7K | 0.00% | +2,006 | New |
| Bessemer Group Inc | 1,922 | $22.0K | 0.00% | +1,922 | New |
| Cornerstone Planning Group LLC | 1,914 | $21.6K | 0.01% | +529+38.2% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,832 | $20.0K | 0.01% | +1,450+379.6% | Added |
| Nisa Investment Advisors, LLC | 1,210 | $13.7K | 0.00% | −3,070−71.7% | Reduced |
| Advisory Services Network, LLC | 1,150 | $13.0K | 0.00% | +1,150 | New |
| Northwestern Mutual Wealth Management Co | 900 | $10.2K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 671 | $7.58K | 0.01% | +671 | New |
| North Star Investment Management Corp. | 650 | $7.34K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 500 | $6.00K | 0.00% | 00.0% | Unchanged |
| Point72 Middle East FZE | 455 | $5.14K | 0.00% | +455 | 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 |
| Arlington Trust Co LLC | 300 | $3.39K | 0.00% | +300 | New |
| Spire Wealth Management | 310 | $3.29K | 0.00% | +100+47.6% | Added |
| Eagle Bay Advisors LLC | 200 | $2.26K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 186 | $2.10K | 0.00% | +93+100.0% | Added |
| Castleview Partners, LLC | 110 | $1.24K | 0.00% | +110 | New |
| Oakworth Capital, Inc. | 100 | $1.13K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 86 | $950 | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 80 | $904 | 0.00% | +80 | New |
| Financial Freedom, LLC | 48 | $542 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 40 | $452 | 0.00% | +40 | New |
| GWM Advisors LLC | 24 | $271 | 0.00% | +24 | New |
| Crewe Advisors LLC | 10 | $113 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $34 | 0.00% | +3 | New |
| Covestor Ltd | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Revolution Growth Management Company, Inc. | 0 | $0 | 0.00% | −2,281,141−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −843,382−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −460,646−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −392,960−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −283,864−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −226,930−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −59,477−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −55,711−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −49,809−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −27,772−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −22,868−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,930−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,057−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −12,285−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |