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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 38,272 | $966.8K | 0.00% | −786−2.0% | Reduced |
| Simplex Trading, LLC | 37,588 | $949.0K | 0.03% | +35,500+1,700.2% | Added |
| Oppenheimer & Co Inc | 36,498 | $921.9K | 0.02% | +36,498 | New |
| Two Sigma Securities, LLC | 36,425 | $920.1K | 0.04% | −6,558−15.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 34,924 | $882.2K | 0.00% | +34,924 | New |
| Holocene Advisors, LP | 34,881 | $881.1K | 0.00% | +34,881 | New |
| Cetera Investment Advisers | 34,151 | $862.7K | 0.00% | +34,151 | New |
| Voya Investment Management LLC | 31,865 | $804.9K | 0.00% | −6,991−18.0% | Reduced |
| Mirova | 31,643 | $799.3K | 0.14% | +17,311+120.8% | Added |
| Cary Street Partner Investment Advisory LLC | 30,200 | $762.9K | 0.03% | +30,200 | New |
| Raymond James & Associates | 29,088 | $734.8K | 0.00% | +8,587+41.9% | Added |
| Bayesian Capital Management, LP | 27,665 | $698.8K | 0.07% | +15,100+120.2% | Added |
| Prudential Financial Inc | 27,344 | $690.7K | 0.00% | +27,344 | New |
| Brevan Howard Capital Management LP | 24,189 | $611.0K | 0.06% | +24,189 | New |
| Gsa Capital Partners LLP | 23,805 | $601.0K | 0.05% | −97,025−80.3% | Reduced |
| Citigroup Inc | 23,246 | $587.2K | 0.00% | +9,524+69.4% | Added |
| M&T Bank Corp | 22,544 | $569.7K | 0.00% | +22,544 | New |
| Summit Trail Advisors, LLC | 21,569 | $544.8K | 0.01% | +433+2.0% | Added |
| Boston Financial Mangement LLC | 21,562 | $544.7K | 0.02% | −3,500−14.0% | Reduced |
| Oppenheimer Asset Management Inc. | 19,660 | $496.6K | 0.01% | −3,359−14.6% | Reduced |
| Quantbot Technologies LP | 19,390 | $489.8K | 0.03% | +19,390 | New |
| Stifel Financial Corp | 19,168 | $484.2K | 0.00% | +19,168 | New |
| Verition Fund Management LLC | 17,822 | $450.2K | 0.00% | −730,184−97.6% | Reduced |
| ProShare Advisors LLC | 17,584 | $444.2K | 0.00% | +1,585+9.9% | Added |
| EFG Asset Management (North America) Corp. | 17,361 | $438.1K | 0.08% | +17,361 | New |
| State of Wisconsin Investment Board | 16,877 | $426.3K | 0.00% | −44,851−72.7% | Reduced |
| HighTower Advisors, LLC | 15,794 | $398.0K | 0.00% | +4,767+43.2% | Added |
| Optas, LLC | 15,344 | $387.6K | 0.11% | +15,344 | New |
| The PNC Financial Services Group, Inc. | 15,237 | $384.9K | 0.00% | −26,161−63.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,140 | $382.4K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 14,912 | $376.7K | 0.01% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 14,596 | $368.7K | 0.00% | +14,596 | New |
| Mariner, LLC | 14,561 | $367.8K | 0.00% | +366+2.6% | Added |
| Gotham Asset Management, LLC | 14,399 | $363.7K | 0.01% | +14,399 | New |
| Integrity Financial Corp | 13,787 | $348.3K | 0.24% | 00.0% | Unchanged |
| Teza Capital Management LLC | 13,345 | $337.1K | 0.04% | −14,078−51.3% | Reduced |
| Blair William & Co | 13,140 | $331.9K | 0.00% | +2,774+26.8% | Added |
| Principal Financial Group Inc | 12,762 | $322.4K | 0.00% | +1,337+11.7% | Added |
| Pictet Asset Management Holding SA | 12,569 | $317.5K | 0.00% | +12,569 | New |
| Graham Capital Wealth Management, LLC | 12,285 | $310.3K | 0.53% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 12,100 | $306.0K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 11,350 | $286.7K | 0.00% | +11,350 | New |
| Counterpoint Mutual Funds LLC | 11,323 | $286.0K | 0.07% | +11,323 | New |
| Entropy Technologies, LP | 11,029 | $278.6K | 0.03% | +11,029 | New |
| HSBC Holdings PLC | 10,865 | $274.4K | 0.00% | +10,865 | New |
| Squarepoint Ops LLC | 10,427 | $263.4K | 0.00% | −382,777−97.3% | Reduced |
| Occudo Quantitative Strategies LP | 10,294 | $260.0K | 0.05% | +10,294 | New |
| Forum Financial Management, LP | 10,021 | $253.1K | 0.00% | +20+0.2% | Added |
| Clear Harbor Asset Management, LLC | 10,000 | $252.6K | 0.02% | 00.0% | Unchanged |
| Triumph Capital Management | 9,940 | $252.1K | 0.10% | −1,196−10.7% | Reduced |
| Ameritas Investment Partners, Inc. | 9,603 | $242.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 37,005 | $237.9K | 0.00% | −11,500−23.7% | Reduced |
| Harbor Capital Advisors, Inc. | 9,390 | $237.0K | 0.03% | +9,390 | New |
| Creative Planning | 9,100 | $229.9K | 0.00% | −7,500−45.2% | Reduced |
| Perigon Wealth Management, LLC | 8,829 | $223.0K | 0.01% | +8,829 | New |
| Dynamic Technology Lab Private Ltd | 8,191 | $207.0K | 0.02% | −18,856−69.7% | Reduced |
| Compagnie Lombard Odier SCmA | 8,000 | $202.1K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,450 | $152.5K | 0.00% | −8,130−29.5% | Reduced |
| SG Americas Securities, LLC | 5,759 | $145.0K | 0.00% | −41,643−87.9% | Reduced |
| Metropolitan Life Insurance Co | 5,178 | $130.8K | 0.01% | −439−7.8% | Reduced |
| Asset Dedication, LLC | 4,500 | $114.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 4,468 | $112.9K | 0.00% | +4,468 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 4,038 | $102.0K | 0.03% | +4,038 | New |
| Amalgamated Bank | 3,327 | $84.0K | 0.00% | −9,203−73.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 2,712 | $68.5K | 0.02% | +880+48.0% | Added |
| Cornerstone Planning Group LLC | 1,914 | $42.3K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 1,345 | $34.0K | 0.00% | +1,345 | New |
| Nisa Investment Advisors, LLC | 1,277 | $32.3K | 0.00% | +67+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 900 | $22.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 885 | $22.4K | 0.00% | −19,829−95.7% | Reduced |
| Headlands Technologies LLC | 786 | $19.9K | 0.00% | +786 | New |
| North Star Investment Management Corp. | 650 | $16.4K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 630 | $15.9K | 0.00% | +630 | New |
| CWM, LLC | 548 | $14.0K | 0.00% | +48+9.6% | Added |
| EntryPoint Capital, LLC | 415 | $10.5K | 0.01% | +415 | New |
| Toth Financial Advisory Corp | 400 | $10.1K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $10.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 250 | $6.32K | 0.00% | −60−19.4% | Reduced |
| Eagle Bay Advisors LLC | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 150 | $3.80K | 0.00% | +150 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $3.06K | 0.00% | +121 | New |
| Castleview Partners, LLC | 110 | $2.78K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 86 | $2.72K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 96 | $2.42K | 0.00% | +16+20.0% | Added |
| Oakworth Capital, Inc. | 85 | $2.15K | 0.00% | −15−15.0% | Reduced |
| Venturi Wealth Management, LLC | 77 | $1.95K | 0.00% | +77 | New |
| Financial Freedom, LLC | 48 | $1.21K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 24 | $606 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 40 | $452 | 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 |
| Farther Finance Advisors, LLC | 3 | $76 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 1 | $25 | 0.00% | +1 | New |
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Anchorage Capital Group, L.L.C. | 0 | $0 | 0.00% | −3,425,227−100.0% | Sold out |
| Solas Capital Management, LLC | 0 | $0 | 0.00% | −605,747−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −217,637−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −216,185−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −179,648−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −166,634−100.0% | Sold out |