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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 6,903 | $244.7K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 6,332 | $240.7K | 0.01% | +6,332 | New |
| PSI Advisors, LLC | 6,713 | $238.0K | 0.07% | +6,713 | New |
| O'Shaughnessy Asset Management, LLC | 5,999 | $235.8K | 0.00% | +5,999 | New |
| Acadian Asset Management LLC | 6,587 | $233.0K | 0.00% | +6,587 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,529 | $231.5K | 0.01% | +6,529 | New |
| Xponance, Inc. | 6,483 | $229.8K | 0.00% | +6,483 | New |
| LVW Advisors, LLC | 6,463 | $229.1K | 0.03% | +6,463 | New |
| Teza Capital Management LLC | 6,434 | $228.1K | 0.03% | +6,434 | New |
| Precision Wealth Strategies, LLC | 6,401 | $226.9K | 0.21% | +6,401 | New |
| Commonwealth Equity Services, LLC | 6,322 | $224.0K | 0.00% | −2,940−31.7% | Reduced |
| Mackenzie Financial Corp | 6,269 | $222.2K | 0.00% | +6,269 | New |
| Atomi Financial Group, Inc. | 6,100 | $216.2K | 0.01% | +6,100 | New |
| CIBC World Markets Inc. | 6,000 | $213.0K | 0.00% | +6,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 5,451 | $193.2K | 0.04% | +5,451 | New |
| Canton Hathaway, LLC | 5,000 | $177.0K | 0.04% | +5,000 | New |
| Asset Dedication, LLC | 4,500 | $159.5K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 4,375 | $155.0K | 0.00% | +4,375 | New |
| Quest Partners LLC | 4,256 | $150.9K | 0.01% | +1,728+68.4% | Added |
| AdvisorShares Investments LLC | 4,220 | $149.6K | 0.03% | +4,220 | New |
| Amalgamated Bank | 3,436 | $122.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3,142 | $111.4K | 0.04% | +3,142 | New |
| KBC Group NV | 3,127 | $111.0K | 0.00% | +704+29.1% | Added |
| US Bancorp | 2,921 | $103.5K | 0.00% | +216+8.0% | Added |
| State of Wyoming | 2,793 | $99.0K | 0.01% | +563+25.2% | Added |
| Cornerstone Planning Group LLC | 1,914 | $73.7K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,582 | $56.0K | 0.02% | −150−8.7% | Reduced |
| Danske Bank A/S | 1,300 | $46.1K | 0.00% | +1,300 | New |
| CWM, LLC | 1,307 | $46.0K | 0.00% | +534+69.1% | Added |
| Spire Wealth Management | 1,288 | $45.7K | 0.00% | +1,288 | New |
| Nisa Investment Advisors, LLC | 1,176 | $41.7K | 0.00% | −199−14.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,080 | $38.3K | 0.00% | −15,273−93.4% | Reduced |
| Hollencrest Capital Management | 1,000 | $35.5K | 0.00% | +1,000 | New |
| Federation des caisses Desjardins du Quebec | 700 | $24.8K | 0.00% | +700 | New |
| Headlands Technologies LLC | 475 | $16.8K | 0.00% | +475 | New |
| Optiver Holding B.V. | 446 | $15.8K | 0.00% | −975−68.6% | Reduced |
| Toth Financial Advisory Corp | 405 | $14.4K | 0.00% | +5+1.3% | Added |
| Addison Advisors LLC | 400 | $14.2K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 366 | $13.0K | 0.00% | +280+325.6% | Added |
| Fortitude Family Office, LLC | 360 | $12.8K | 0.01% | +360 | New |
| Clearstead Advisors, LLC | 356 | $12.6K | 0.00% | +356 | New |
| nVerses Capital, LLC | 300 | $10.6K | 0.00% | +300 | New |
| Pacific Capital Wealth Advisors, Inc | 221 | $7.83K | 0.00% | +221 | New |
| SRS Capital Advisors, Inc. | 218 | $7.73K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lindbrook Capital, LLC | 173 | $6.13K | 0.00% | +158+1,053.3% | Added |
| Farther Finance Advisors, LLC | 159 | $5.62K | 0.00% | +149+1,490.0% | Added |
| Credit Agricole S A | 14,000 | $4.96K | 0.00% | +14,000 | New |
| CIBC Private Wealth Group, LLC | 134 | $4.75K | 0.00% | −50−27.2% | Reduced |
| Venturi Wealth Management, LLC | 128 | $4.54K | 0.00% | +128 | New |
| Bessemer Group Inc | 105 | $4.00K | 0.00% | +105 | New |
| Parallel Advisors, LLC | 109 | $3.86K | 0.00% | +107+5,350.0% | Added |
| Sterling Capital Management LLC | 101 | $3.58K | 0.00% | +101 | New |
| Rothschild Investment LLC | 100 | $3.54K | 0.00% | +70+233.3% | Added |
| GAMMA Investing LLC | 53 | $1.88K | 0.00% | +53 | New |
| Skandinaviska Enskilda Banken AB (publ) | 44 | $1.56K | 0.00% | +44 | New |
| Signature Resources Capital Management, LLC | 40 | $1.42K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 31 | $1.10K | 0.00% | +31 | New |
| Horrell Capital Management, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Steward Partners Investment Advisory, LLC | 28 | $993 | 0.00% | +28 | New |
| Larson Financial Group LLC | 16 | $567 | 0.00% | +16 | New |
| Principal Securities, Inc. | 14 | $496 | 0.00% | −66−82.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 11 | $390 | 0.00% | +11 | New |
| Crewe Advisors LLC | 10 | $355 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $284 | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 7 | $248 | 0.00% | +7 | New |
| Allworth Financial LP | 5 | $178 | 0.00% | −1−16.7% | Reduced |
| Signaturefd, LLC | 4 | $142 | 0.00% | +4 | New |
| IFP Advisors, Inc | 4 | $122 | 0.00% | +2+100.0% | Added |
| Mather Group, LLC. | 2 | $79 | 0.00% | +2 | New |
| West Branch Capital LLC | 2 | $71 | 0.00% | +2 | New |
| Covestor Ltd | 7 | $0 | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −772,964−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −575,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −369,766−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −343,168−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −197,138−100.0% | Sold out |
| Teca Partners, LP | 0 | $0 | 0.00% | −196,077−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −166,577−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −164,852−100.0% | Sold out |
| Yarra Square Partners LP | 0 | $0 | 0.00% | −140,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −106,580−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −101,585−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −62,486−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −53,999−100.0% | Sold out |
| Millrace Asset Group, Inc. | 0 | $0 | 0.00% | −52,526−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −52,194−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −49,766−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −33,800−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −27,155−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −18,448−100.0% | Sold out |
| Integrity Financial Corp | 0 | $0 | 0.00% | −13,787−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −13,014−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −12,445−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −7,201−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,469−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −3,247−100.0% | Sold out |