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 2024
Institutional positions in Sweetgreen, Inc. as of Dec 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
- 293
- +21 vs. Q3 2024
- Shares held
- 102.0M
- +314.9K (+0.3%) vs. Q3 2024
- Total value
- $3.27B
- −$334.5M (−9.3%) vs. Q3 2024
- New holders
- 63
- 112 more added
- Sold out
- 42
- 82 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Sweetgreen, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Mather Group, LLC. | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 2 | $64 | 0.00% | +2 | New |
| West Branch Capital LLC | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4 | $128 | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $129 | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 7 | $222 | 0.00% | +7 | New |
| IFP Advisors, Inc | 8 | $243 | 0.00% | +4+100.0% | Added |
| Crewe Advisors LLC | 10 | $321 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $349 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 11 | $353 | 0.00% | −38,450−100.0% | Reduced |
| Signaturefd, LLC | 11 | $353 | 0.00% | +7+175.0% | Added |
| Aventura Private Wealth, LLC | 13 | $417 | 0.00% | +13 | New |
| Principal Securities, Inc. | 14 | $449 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $449 | 0.00% | +14 | New |
| Larson Financial Group LLC | 16 | $513 | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 25 | $1.00K | 0.00% | +7+38.9% | Added |
| CIBC Private Wealth Group, LLC | 34 | $1.10K | 0.00% | −100−74.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 39 | $1.25K | 0.00% | +39 | New |
| Signature Resources Capital Management, LLC | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 42 | $1.35K | 0.00% | +42 | New |
| Parkworth Wealth Management, Inc. | 46 | $1.48K | 0.00% | +46 | New |
| WR Wealth Planners, LLC | 67 | $2.15K | 0.00% | +67 | New |
| Bessemer Group Inc | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 96 | $3.08K | 0.00% | +96 | New |
| CoreCap Advisors, LLC | 99 | $3.17K | 0.00% | +92+1,314.3% | Added |
| Danske Bank A/S | 100 | $3.21K | 0.00% | −1,200−92.3% | Reduced |
| Global Retirement Partners, LLC | 100 | $3.21K | 0.00% | +100 | New |
| Sterling Capital Management LLC | 101 | $3.24K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 110 | $3.53K | 0.00% | +10+10.0% | Added |
| Parallel Advisors, LLC | 111 | $3.58K | 0.00% | +2+1.8% | Added |
| Venturi Wealth Management, LLC | 128 | $4.10K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 152 | $4.87K | 0.00% | +152 | New |
| Allworth Financial LP | 172 | $5.02K | 0.00% | +167+3,340.0% | Added |
| Farther Finance Advisors, LLC | 161 | $5.16K | 0.00% | +2+1.3% | Added |
| Lindbrook Capital, LLC | 173 | $5.55K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 179 | $5.74K | 0.00% | +179 | New |
| North Star Investment Management Corp. | 200 | $6.41K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 200 | $6.41K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $6.41K | 0.01% | +200 | New |
| Stonebridge Financial Group, LLC | 207 | $6.64K | 0.00% | +207 | New |
| Pacific Capital Wealth Advisors, Inc | 221 | $7.08K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 262 | $8.40K | 0.00% | −104−28.4% | Reduced |
| MAI Capital Management | 262 | $8.41K | 0.00% | +262 | New |
| Clearstead Advisors, LLC | 267 | $8.56K | 0.00% | −89−25.0% | Reduced |
| GAMMA Investing LLC | 273 | $8.75K | 0.00% | +220+415.1% | Added |
| SBI Securities Co., Ltd. | 323 | $10.4K | 0.00% | +323 | New |
| Matrix Trust Co | 349 | $11.0K | 0.00% | +349 | New |
| Fortitude Family Office, LLC | 360 | $11.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $12.8K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 405 | $13.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 500 | $16.0K | 0.00% | +500 | New |
| Skandinaviska Enskilda Banken AB (publ) | 681 | $21.6K | 0.00% | +637+1,447.7% | Added |
| Federation des caisses Desjardins du Quebec | 700 | $22.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 737 | $23.6K | 0.00% | +291+65.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,028 | $33.0K | 0.00% | +1,000+3,571.4% | Added |
| Headlands Technologies LLC | 1,216 | $39.0K | 0.00% | +741+156.0% | Added |
| Nisa Investment Advisors, LLC | 1,226 | $39.3K | 0.00% | +50+4.3% | Added |
| Spire Wealth Management | 1,348 | $43.2K | 0.00% | +60+4.7% | Added |
| Cornerstone Planning Group LLC | 1,614 | $48.7K | 0.01% | −300−15.7% | Reduced |
| CWM, LLC | 1,514 | $49.0K | 0.00% | +207+15.8% | Added |
| Tower Research Capital LLC (TRC) | 1,574 | $50.5K | 0.00% | +494+45.7% | Added |
| Millstone Evans Group, LLC | 1,650 | $52.9K | 0.04% | +1,650 | New |
| Vista Private Wealth Partners. LLC | 1,867 | $59.9K | 0.02% | +1,867 | New |
| Bryn Mawr Trust Co | 1,926 | $61.7K | 0.00% | +1,926 | New |
| Thematics Asset Management | 2,152 | $69.0K | 0.00% | +2,152 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,400 | $76.9K | 0.04% | +2,400 | New |
| Fairfield Financial Advisors, LTD | 2,604 | $83.5K | 0.03% | +2,604 | New |
| Amalgamated Bank | 3,436 | $110.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 3,882 | $124.5K | 0.02% | −338−8.0% | Reduced |
| Daiwa Securities Group Inc. | 4,065 | $130.0K | 0.00% | −310−7.1% | Reduced |
| Sachetta, LLC | 4,324 | $138.6K | 0.05% | +1,182+37.6% | Added |
| Fund 1 Investments, LLC | 4,375 | $140.3K | 0.02% | +4,375 | New |
| Asset Dedication, LLC | 4,500 | $144.3K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 4,518 | $144.8K | 0.04% | −933−17.1% | Reduced |
| KBC Group NV | 5,161 | $165.0K | 0.00% | +2,034+65.0% | Added |
| State of Wyoming | 5,534 | $177.4K | 0.02% | +2,741+98.1% | Added |
| Mackenzie Financial Corp | 6,269 | $201.0K | 0.00% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 6,329 | $202.9K | 0.01% | −200−3.1% | Reduced |
| Valeo Financial Advisors, LLC | 6,680 | $214.2K | 0.01% | +6,680 | New |
| LVW Advisors, LLC | 6,699 | $214.8K | 0.03% | +236+3.7% | Added |
| US Bancorp | 6,886 | $220.8K | 0.00% | +3,965+135.7% | Added |
| Captrust Financial Advisors | 7,100 | $227.6K | 0.00% | +7,100 | New |
| Xponance, Inc. | 7,185 | $230.4K | 0.00% | +702+10.8% | Added |
| Mariner, LLC | 7,285 | $233.6K | 0.00% | −266−3.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,702 | $246.9K | 0.00% | −455−5.6% | Reduced |
| Avantax Advisory Services, Inc. | 7,799 | $250.0K | 0.00% | +7,799 | New |
| Forum Financial Management, LP | 8,112 | $260.1K | 0.00% | +1,209+17.5% | Added |
| Brighton Jones LLC | 8,296 | $266.0K | 0.01% | +51+0.6% | Added |
| Cypress Wealth Services, LLC | 8,423 | $270.0K | 0.05% | +483+6.1% | Added |
| Caitong International Asset Management Co., Ltd | 8,426 | $270.1K | 0.26% | +8,426 | New |
| GTS Securities LLC | 8,694 | $278.7K | 0.01% | −60,544−87.4% | Reduced |
| Sequoia Financial Advisors, LLC | 8,806 | $282.3K | 0.00% | +8,806 | New |
| Perigon Wealth Management, LLC | 8,745 | $290.6K | 0.01% | +16+0.2% | Added |
| Allen Investment Management LLC | 9,364 | $300.2K | 0.00% | +2,378+34.0% | Added |
| CIBC World Markets Corp | 9,374 | $300.5K | 0.00% | +9,374 | New |
| Public Employees Retirement Association of Colorado | 9,455 | $303.0K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 9,568 | $306.8K | 0.01% | +6+0.1% | Added |
| MIG Capital, LLC | 9,662 | $309.8K | 0.03% | +9,662 | New |
| Clear Harbor Asset Management, LLC | 10,000 | $320.6K | 0.03% | 00.0% | Unchanged |