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, Q1 2024
Institutional positions in Sweetgreen, Inc. as of Mar 31, 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
- 194
- +21 vs. Q4 2023
- Shares held
- 88.6M
- +2.24M (+2.6%) vs. Q4 2023
- Total value
- $2.24B
- +$1.26B (+129.2%) vs. Q4 2023
- New holders
- 60
- 51 more added
- Sold out
- 39
- 57 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Sweetgreen, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Comerica Bank | 1 | $25 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 3 | $76 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $253 | 0.00% | −390−97.5% | Reduced |
| Crewe Advisors LLC | 10 | $253 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 40 | $452 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 24 | $606 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 48 | $1.21K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 77 | $1.95K | 0.00% | +77 | New |
| Oakworth Capital, Inc. | 85 | $2.15K | 0.00% | −15−15.0% | Reduced |
| Russell Investments Group, Ltd. | 96 | $2.42K | 0.00% | +16+20.0% | Added |
| National Bank of Canada | 86 | $2.72K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 110 | $2.78K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $3.06K | 0.00% | +121 | New |
| CIBC Private Wealth Group, LLC | 150 | $3.80K | 0.00% | +150 | New |
| Eagle Bay Advisors LLC | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $6.32K | 0.00% | −60−19.4% | Reduced |
| Toth Financial Advisory Corp | 400 | $10.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $10.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 415 | $10.5K | 0.01% | +415 | New |
| CWM, LLC | 548 | $14.0K | 0.00% | +48+9.6% | Added |
| Fernwood Investment Management, LLC | 630 | $15.9K | 0.00% | +630 | New |
| North Star Investment Management Corp. | 650 | $16.4K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 786 | $19.9K | 0.00% | +786 | New |
| Tower Research Capital LLC (TRC) | 885 | $22.4K | 0.00% | −19,829−95.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 900 | $22.7K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,277 | $32.3K | 0.00% | +67+5.5% | Added |
| Stephens Inc | 1,345 | $34.0K | 0.00% | +1,345 | New |
| Cornerstone Planning Group LLC | 1,914 | $42.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,712 | $68.5K | 0.02% | +880+48.0% | Added |
| Amalgamated Bank | 3,327 | $84.0K | 0.00% | −9,203−73.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 4,038 | $102.0K | 0.03% | +4,038 | New |
| Walleye Capital LLC | 4,468 | $112.9K | 0.00% | +4,468 | New |
| Asset Dedication, LLC | 4,500 | $114.0K | 0.01% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,178 | $130.8K | 0.01% | −439−7.8% | Reduced |
| SG Americas Securities, LLC | 5,759 | $145.0K | 0.00% | −41,643−87.9% | Reduced |
| State Board of Administration of Florida Retirement System | 19,450 | $152.5K | 0.00% | −8,130−29.5% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $202.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 8,191 | $207.0K | 0.02% | −18,856−69.7% | Reduced |
| Perigon Wealth Management, LLC | 8,829 | $223.0K | 0.01% | +8,829 | New |
| Creative Planning | 9,100 | $229.9K | 0.00% | −7,500−45.2% | Reduced |
| Harbor Capital Advisors, Inc. | 9,390 | $237.0K | 0.03% | +9,390 | New |
| Mirae Asset Global Investments Co., Ltd. | 37,005 | $237.9K | 0.00% | −11,500−23.7% | Reduced |
| Ameritas Investment Partners, Inc. | 9,603 | $242.6K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 9,940 | $252.1K | 0.10% | −1,196−10.7% | Reduced |
| Clear Harbor Asset Management, LLC | 10,000 | $252.6K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 10,021 | $253.1K | 0.00% | +20+0.2% | Added |
| Occudo Quantitative Strategies LP | 10,294 | $260.0K | 0.05% | +10,294 | New |
| Squarepoint Ops LLC | 10,427 | $263.4K | 0.00% | −382,777−97.3% | Reduced |
| HSBC Holdings PLC | 10,865 | $274.4K | 0.00% | +10,865 | New |
| Entropy Technologies, LP | 11,029 | $278.6K | 0.03% | +11,029 | New |
| Counterpoint Mutual Funds LLC | 11,323 | $286.0K | 0.07% | +11,323 | New |
| American Century Companies Inc | 11,350 | $286.7K | 0.00% | +11,350 | New |
| Handelsbanken Fonder AB | 12,100 | $306.0K | 0.00% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 12,285 | $310.3K | 0.53% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 12,569 | $317.5K | 0.00% | +12,569 | New |
| Principal Financial Group Inc | 12,762 | $322.4K | 0.00% | +1,337+11.7% | Added |
| Blair William & Co | 13,140 | $331.9K | 0.00% | +2,774+26.8% | Added |
| Teza Capital Management LLC | 13,345 | $337.1K | 0.04% | −14,078−51.3% | Reduced |
| Integrity Financial Corp | 13,787 | $348.3K | 0.24% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,399 | $363.7K | 0.01% | +14,399 | New |
| Mariner, LLC | 14,561 | $367.8K | 0.00% | +366+2.6% | Added |
| New York Life Investment Management LLC | 14,596 | $368.7K | 0.00% | +14,596 | New |
| Wealthspire Advisors, LLC | 14,912 | $376.7K | 0.01% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,140 | $382.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 15,237 | $384.9K | 0.00% | −26,161−63.2% | Reduced |
| Optas, LLC | 15,344 | $387.6K | 0.11% | +15,344 | New |
| HighTower Advisors, LLC | 15,794 | $398.0K | 0.00% | +4,767+43.2% | Added |
| State of Wisconsin Investment Board | 16,877 | $426.3K | 0.00% | −44,851−72.7% | Reduced |
| EFG Asset Management (North America) Corp. | 17,361 | $438.1K | 0.08% | +17,361 | New |
| ProShare Advisors LLC | 17,584 | $444.2K | 0.00% | +1,585+9.9% | Added |
| Verition Fund Management LLC | 17,822 | $450.2K | 0.00% | −730,184−97.6% | Reduced |
| Stifel Financial Corp | 19,168 | $484.2K | 0.00% | +19,168 | New |
| Quantbot Technologies LP | 19,390 | $489.8K | 0.03% | +19,390 | New |
| Oppenheimer Asset Management Inc. | 19,660 | $496.6K | 0.01% | −3,359−14.6% | Reduced |
| Boston Financial Mangement LLC | 21,562 | $544.7K | 0.02% | −3,500−14.0% | Reduced |
| Summit Trail Advisors, LLC | 21,569 | $544.8K | 0.01% | +433+2.0% | Added |
| M&T Bank Corp | 22,544 | $569.7K | 0.00% | +22,544 | New |
| Citigroup Inc | 23,246 | $587.2K | 0.00% | +9,524+69.4% | Added |
| Gsa Capital Partners LLP | 23,805 | $601.0K | 0.05% | −97,025−80.3% | Reduced |
| Brevan Howard Capital Management LP | 24,189 | $611.0K | 0.06% | +24,189 | New |
| Prudential Financial Inc | 27,344 | $690.7K | 0.00% | +27,344 | New |
| Bayesian Capital Management, LP | 27,665 | $698.8K | 0.07% | +15,100+120.2% | Added |
| Raymond James & Associates | 29,088 | $734.8K | 0.00% | +8,587+41.9% | Added |
| Cary Street Partner Investment Advisory LLC | 30,200 | $762.9K | 0.03% | +30,200 | New |
| Mirova | 31,643 | $799.3K | 0.14% | +17,311+120.8% | Added |
| Voya Investment Management LLC | 31,865 | $804.9K | 0.00% | −6,991−18.0% | Reduced |
| Cetera Investment Advisers | 34,151 | $862.7K | 0.00% | +34,151 | New |
| Holocene Advisors, LP | 34,881 | $881.1K | 0.00% | +34,881 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 34,924 | $882.2K | 0.00% | +34,924 | New |
| Two Sigma Securities, LLC | 36,425 | $920.1K | 0.04% | −6,558−15.3% | Reduced |
| Oppenheimer & Co Inc | 36,498 | $921.9K | 0.02% | +36,498 | New |
| Simplex Trading, LLC | 37,588 | $949.0K | 0.03% | +35,500+1,700.2% | Added |
| Franklin Resources Inc | 38,272 | $966.8K | 0.00% | −786−2.0% | Reduced |
| Aquatic Capital Management LLC | 39,200 | $990.2K | 0.03% | +39,200 | New |
| New York State Common Retirement Fund | 39,811 | $1.01M | 0.00% | −29−0.1% | Reduced |
| Riverview Capital Advisers, LLC | 40,133 | $1.01M | 0.35% | 00.0% | Unchanged |
| Algert Global LLC | 40,360 | $1.02M | 0.04% | +40,360 | New |
| Advisor Group Holdings, Inc. | 40,865 | $1.03M | 0.00% | +34,734+566.5% | Added |
| Wells Fargo & Company | 41,663 | $1.05M | 0.00% | −6,861−14.1% | Reduced |