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 2024
Institutional positions in Sweetgreen, Inc. as of Sep 30, 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
- 273
- +37 vs. Q2 2024
- Shares held
- 101.7M
- +15.0M (+17.3%) vs. Q2 2024
- Total value
- $3.61B
- +$991.7M (+37.9%) vs. Q2 2024
- New holders
- 76
- 109 more added
- Sold out
- 39
- 62 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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 2024
Shares, value and share of portfolio for each institution holding Sweetgreen, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 2 | $71 | 0.00% | +2 | New |
| Mather Group, LLC. | 2 | $79 | 0.00% | +2 | New |
| IFP Advisors, Inc | 4 | $122 | 0.00% | +2+100.0% | Added |
| Signaturefd, LLC | 4 | $142 | 0.00% | +4 | New |
| Allworth Financial LP | 5 | $178 | 0.00% | −1−16.7% | Reduced |
| CoreCap Advisors, LLC | 7 | $248 | 0.00% | +7 | New |
| Salem Investment Counselors Inc | 8 | $284 | 0.00% | +8 | New |
| Crewe Advisors LLC | 10 | $355 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $390 | 0.00% | +11 | New |
| Principal Securities, Inc. | 14 | $496 | 0.00% | −66−82.5% | Reduced |
| Larson Financial Group LLC | 16 | $567 | 0.00% | +16 | New |
| Steward Partners Investment Advisory, LLC | 28 | $993 | 0.00% | +28 | New |
| Horrell Capital Management, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Capital Performance Advisors LLP | 31 | $1.10K | 0.00% | +31 | New |
| Signature Resources Capital Management, LLC | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 44 | $1.56K | 0.00% | +44 | New |
| GAMMA Investing LLC | 53 | $1.88K | 0.00% | +53 | New |
| Rothschild Investment LLC | 100 | $3.54K | 0.00% | +70+233.3% | Added |
| Sterling Capital Management LLC | 101 | $3.58K | 0.00% | +101 | New |
| Parallel Advisors, LLC | 109 | $3.86K | 0.00% | +107+5,350.0% | Added |
| Bessemer Group Inc | 105 | $4.00K | 0.00% | +105 | New |
| Venturi Wealth Management, LLC | 128 | $4.54K | 0.00% | +128 | New |
| CIBC Private Wealth Group, LLC | 134 | $4.75K | 0.00% | −50−27.2% | Reduced |
| Credit Agricole S A | 14,000 | $4.96K | 0.00% | +14,000 | New |
| Farther Finance Advisors, LLC | 159 | $5.62K | 0.00% | +149+1,490.0% | Added |
| Lindbrook Capital, LLC | 173 | $6.13K | 0.00% | +158+1,053.3% | Added |
| North Star Investment Management Corp. | 200 | $7.09K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $7.09K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 218 | $7.73K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 221 | $7.83K | 0.00% | +221 | New |
| nVerses Capital, LLC | 300 | $10.6K | 0.00% | +300 | New |
| Clearstead Advisors, LLC | 356 | $12.6K | 0.00% | +356 | New |
| Fortitude Family Office, LLC | 360 | $12.8K | 0.01% | +360 | New |
| National Bank of Canada | 366 | $13.0K | 0.00% | +280+325.6% | Added |
| Addison Advisors LLC | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 405 | $14.4K | 0.00% | +5+1.3% | Added |
| Optiver Holding B.V. | 446 | $15.8K | 0.00% | −975−68.6% | Reduced |
| Headlands Technologies LLC | 475 | $16.8K | 0.00% | +475 | New |
| Federation des caisses Desjardins du Quebec | 700 | $24.8K | 0.00% | +700 | New |
| Hollencrest Capital Management | 1,000 | $35.5K | 0.00% | +1,000 | New |
| Tower Research Capital LLC (TRC) | 1,080 | $38.3K | 0.00% | −15,273−93.4% | Reduced |
| Nisa Investment Advisors, LLC | 1,176 | $41.7K | 0.00% | −199−14.5% | Reduced |
| Spire Wealth Management | 1,288 | $45.7K | 0.00% | +1,288 | New |
| CWM, LLC | 1,307 | $46.0K | 0.00% | +534+69.1% | Added |
| Danske Bank A/S | 1,300 | $46.1K | 0.00% | +1,300 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1,582 | $56.0K | 0.02% | −150−8.7% | Reduced |
| Cornerstone Planning Group LLC | 1,914 | $73.7K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 2,793 | $99.0K | 0.01% | +563+25.2% | Added |
| US Bancorp | 2,921 | $103.5K | 0.00% | +216+8.0% | Added |
| KBC Group NV | 3,127 | $111.0K | 0.00% | +704+29.1% | Added |
| Sachetta, LLC | 3,142 | $111.4K | 0.04% | +3,142 | New |
| Amalgamated Bank | 3,436 | $122.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 4,220 | $149.6K | 0.03% | +4,220 | New |
| Quest Partners LLC | 4,256 | $150.9K | 0.01% | +1,728+68.4% | Added |
| Daiwa Securities Group Inc. | 4,375 | $155.0K | 0.00% | +4,375 | New |
| Asset Dedication, LLC | 4,500 | $159.5K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 5,000 | $177.0K | 0.04% | +5,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,451 | $193.2K | 0.04% | +5,451 | New |
| CIBC World Markets Inc. | 6,000 | $213.0K | 0.00% | +6,000 | New |
| Atomi Financial Group, Inc. | 6,100 | $216.2K | 0.01% | +6,100 | New |
| Mackenzie Financial Corp | 6,269 | $222.2K | 0.00% | +6,269 | New |
| Commonwealth Equity Services, LLC | 6,322 | $224.0K | 0.00% | −2,940−31.7% | Reduced |
| Precision Wealth Strategies, LLC | 6,401 | $226.9K | 0.21% | +6,401 | New |
| Teza Capital Management LLC | 6,434 | $228.1K | 0.03% | +6,434 | New |
| LVW Advisors, LLC | 6,463 | $229.1K | 0.03% | +6,463 | New |
| Xponance, Inc. | 6,483 | $229.8K | 0.00% | +6,483 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,529 | $231.5K | 0.01% | +6,529 | New |
| Acadian Asset Management LLC | 6,587 | $233.0K | 0.00% | +6,587 | New |
| O'Shaughnessy Asset Management, LLC | 5,999 | $235.8K | 0.00% | +5,999 | New |
| PSI Advisors, LLC | 6,713 | $238.0K | 0.07% | +6,713 | New |
| HighPoint Advisor Group LLC | 6,332 | $240.7K | 0.01% | +6,332 | New |
| Forum Financial Management, LP | 6,903 | $244.7K | 0.00% | 00.0% | Unchanged |
| Allen Investment Management LLC | 6,986 | $247.7K | 0.00% | 00.0% | Unchanged |
| J. Goldman & Co LP | 7,235 | $256.5K | 0.01% | +7,235 | New |
| Mariner, LLC | 7,551 | $267.7K | 0.00% | −9,313−55.2% | Reduced |
| Thoroughbred Financial Services, LLC | 7,739 | $274.0K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 7,812 | $276.9K | 0.02% | +7,812 | New |
| Cypress Wealth Services, LLC | 7,940 | $281.5K | 0.06% | +7,940 | New |
| Stifel Financial Corp | 8,088 | $286.7K | 0.00% | +8,088 | New |
| Point72 (DIFC) Ltd | 8,126 | $288.1K | 0.02% | +8,126 | New |
| The PNC Financial Services Group, Inc. | 8,157 | $289.2K | 0.00% | +59+0.7% | Added |
| Brighton Jones LLC | 8,245 | $292.3K | 0.01% | +8,245 | New |
| Triumph Capital Management | 8,284 | $293.7K | 0.10% | +681+9.0% | Added |
| Diversified Trust Co | 8,393 | $297.5K | 0.01% | +8,393 | New |
| Perigon Wealth Management, LLC | 8,729 | $309.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 8,742 | $309.9K | 0.00% | −35,034−80.0% | Reduced |
| Janney Montgomery Scott LLC | 9,205 | $326.0K | 0.00% | +9,205 | New |
| Public Employees Retirement Association of Colorado | 9,455 | $335.0K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 9,562 | $339.0K | 0.01% | −12,006−55.7% | Reduced |
| Clear Harbor Asset Management, LLC | 10,000 | $354.5K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 10,006 | $354.7K | 0.01% | +403+4.2% | Added |
| Occudo Quantitative Strategies LP | 10,295 | $365.0K | 0.07% | +10,295 | New |
| Envestnet Asset Management Inc | 10,535 | $373.5K | 0.00% | +10,535 | New |
| CI Private Wealth, LLC | 10,994 | $389.7K | 0.00% | +10,994 | New |
| Creative Planning | 11,439 | $405.5K | 0.00% | +4,364+61.7% | Added |
| Fishman Jay A Ltd | 11,625 | $412.1K | 0.04% | +11,625 | New |
| Pictet Asset Management Holding SA | 11,812 | $418.7K | 0.00% | +260+2.3% | Added |
| HSBC Holdings PLC | 11,798 | $420.4K | 0.00% | +740+6.7% | Added |
| Moloney Securities Asset Management, LLC | 11,900 | $421.9K | 0.06% | +3,400+40.0% | Added |