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 |
|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | 8,806 | $282.3K | 0.00% | +8,806 | New |
| GTS Securities LLC | 8,694 | $278.7K | 0.01% | −60,544−87.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 8,426 | $270.1K | 0.26% | +8,426 | New |
| Cypress Wealth Services, LLC | 8,423 | $270.0K | 0.05% | +483+6.1% | Added |
| Brighton Jones LLC | 8,296 | $266.0K | 0.01% | +51+0.6% | Added |
| Forum Financial Management, LP | 8,112 | $260.1K | 0.00% | +1,209+17.5% | Added |
| Avantax Advisory Services, Inc. | 7,799 | $250.0K | 0.00% | +7,799 | New |
| The PNC Financial Services Group, Inc. | 7,702 | $246.9K | 0.00% | −455−5.6% | Reduced |
| Mariner, LLC | 7,285 | $233.6K | 0.00% | −266−3.5% | Reduced |
| Xponance, Inc. | 7,185 | $230.4K | 0.00% | +702+10.8% | Added |
| Captrust Financial Advisors | 7,100 | $227.6K | 0.00% | +7,100 | New |
| US Bancorp | 6,886 | $220.8K | 0.00% | +3,965+135.7% | Added |
| LVW Advisors, LLC | 6,699 | $214.8K | 0.03% | +236+3.7% | Added |
| Valeo Financial Advisors, LLC | 6,680 | $214.2K | 0.01% | +6,680 | New |
| Obermeyer Wood Investment Counsel, LLLP | 6,329 | $202.9K | 0.01% | −200−3.1% | Reduced |
| Mackenzie Financial Corp | 6,269 | $201.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5,534 | $177.4K | 0.02% | +2,741+98.1% | Added |
| KBC Group NV | 5,161 | $165.0K | 0.00% | +2,034+65.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,518 | $144.8K | 0.04% | −933−17.1% | Reduced |
| Asset Dedication, LLC | 4,500 | $144.3K | 0.01% | 00.0% | Unchanged |
| Fund 1 Investments, LLC | 4,375 | $140.3K | 0.02% | +4,375 | New |
| Sachetta, LLC | 4,324 | $138.6K | 0.05% | +1,182+37.6% | Added |
| Daiwa Securities Group Inc. | 4,065 | $130.0K | 0.00% | −310−7.1% | Reduced |
| AdvisorShares Investments LLC | 3,882 | $124.5K | 0.02% | −338−8.0% | Reduced |
| Amalgamated Bank | 3,436 | $110.0K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 2,604 | $83.5K | 0.03% | +2,604 | New |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,400 | $76.9K | 0.04% | +2,400 | New |
| Thematics Asset Management | 2,152 | $69.0K | 0.00% | +2,152 | New |
| Bryn Mawr Trust Co | 1,926 | $61.7K | 0.00% | +1,926 | New |
| Vista Private Wealth Partners. LLC | 1,867 | $59.9K | 0.02% | +1,867 | New |
| Millstone Evans Group, LLC | 1,650 | $52.9K | 0.04% | +1,650 | New |
| Tower Research Capital LLC (TRC) | 1,574 | $50.5K | 0.00% | +494+45.7% | Added |
| CWM, LLC | 1,514 | $49.0K | 0.00% | +207+15.8% | Added |
| Cornerstone Planning Group LLC | 1,614 | $48.7K | 0.01% | −300−15.7% | Reduced |
| Spire Wealth Management | 1,348 | $43.2K | 0.00% | +60+4.7% | Added |
| Nisa Investment Advisors, LLC | 1,226 | $39.3K | 0.00% | +50+4.3% | Added |
| Headlands Technologies LLC | 1,216 | $39.0K | 0.00% | +741+156.0% | Added |
| Steward Partners Investment Advisory, LLC | 1,028 | $33.0K | 0.00% | +1,000+3,571.4% | Added |
| Optiver Holding B.V. | 737 | $23.6K | 0.00% | +291+65.2% | Added |
| Federation des caisses Desjardins du Quebec | 700 | $22.4K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 681 | $21.6K | 0.00% | +637+1,447.7% | Added |
| Van Hulzen Asset Management, LLC | 500 | $16.0K | 0.00% | +500 | New |
| Toth Financial Advisory Corp | 405 | $13.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 400 | $12.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 360 | $11.5K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 349 | $11.0K | 0.00% | +349 | New |
| SBI Securities Co., Ltd. | 323 | $10.4K | 0.00% | +323 | New |
| GAMMA Investing LLC | 273 | $8.75K | 0.00% | +220+415.1% | Added |
| Clearstead Advisors, LLC | 267 | $8.56K | 0.00% | −89−25.0% | Reduced |
| MAI Capital Management | 262 | $8.41K | 0.00% | +262 | New |
| National Bank of Canada | 262 | $8.40K | 0.00% | −104−28.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 221 | $7.08K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 207 | $6.64K | 0.00% | +207 | 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 |
| Twin Tree Management, LP | 179 | $5.74K | 0.00% | +179 | New |
| Lindbrook Capital, LLC | 173 | $5.55K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 161 | $5.16K | 0.00% | +2+1.3% | Added |
| Allworth Financial LP | 172 | $5.02K | 0.00% | +167+3,340.0% | Added |
| Jones Financial Companies LLLP | 152 | $4.87K | 0.00% | +152 | New |
| Venturi Wealth Management, LLC | 128 | $4.10K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 111 | $3.58K | 0.00% | +2+1.8% | Added |
| Rothschild Investment LLC | 110 | $3.53K | 0.00% | +10+10.0% | Added |
| Sterling Capital Management LLC | 101 | $3.24K | 0.00% | 00.0% | Unchanged |
| 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 |
| CoreCap Advisors, LLC | 99 | $3.17K | 0.00% | +92+1,314.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 96 | $3.08K | 0.00% | +96 | New |
| Bessemer Group Inc | 105 | $3.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 67 | $2.15K | 0.00% | +67 | New |
| Parkworth Wealth Management, Inc. | 46 | $1.48K | 0.00% | +46 | New |
| EverSource Wealth Advisors, LLC | 42 | $1.35K | 0.00% | +42 | New |
| Signature Resources Capital Management, LLC | 40 | $1.28K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 39 | $1.25K | 0.00% | +39 | New |
| CIBC Private Wealth Group, LLC | 34 | $1.10K | 0.00% | −100−74.6% | Reduced |
| Horrell Capital Management, Inc. | 25 | $1.00K | 0.00% | +7+38.9% | Added |
| Larson Financial Group LLC | 16 | $513 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $449 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $449 | 0.00% | +14 | New |
| Aventura Private Wealth, LLC | 13 | $417 | 0.00% | +13 | New |
| 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 |
| Riggs Asset Managment Co. Inc. | 11 | $349 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $321 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $243 | 0.00% | +4+100.0% | Added |
| Coppell Advisory Solutions LLC | 7 | $222 | 0.00% | +7 | New |
| True Wealth Design, LLC | 4 | $129 | 0.00% | +4 | New |
| Huntington National Bank | 4 | $128 | 0.00% | +4 | New |
| West Branch Capital LLC | 2 | $65 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 2 | $64 | 0.00% | +2 | New |
| Covestor Ltd | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −545,386−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −197,779−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −189,552−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −141,126−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −95,691−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −91,525−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −71,320−100.0% | Sold out |