Shake Shack Inc.
SHAK- Exchange
- NYSE
- Industry
- Retail-Eating & Drinking Places
- SEC CIK
- 0001620533
No open-market purchases or sales by Shake Shack Inc. insiders were filed in the last 90 days; 339 institutions reported holding it in 13F filings for Q2 2026, worth $2.06B in total; no superinvestor holds it.
13F holders, Q4 2023
Institutional positions in Shake Shack Inc. as of Dec 31, 2023. 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
- 285
- −5 vs. Q3 2023
- Shares held
- 36.4M
- +1.13M (+3.2%) vs. Q3 2023
- Total value
- $2.70B
- +$627.0M (+30.3%) vs. Q3 2023
- New holders
- 42
- 88 more added
- Sold out
- 47
- 102 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SHAK 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 | 339 | $2.06B |
| Q1 2026 | 371 | $3.76B |
| Q4 2025 | 358 | $3.46B |
| Q3 2025 | 354 | $3.89B |
| Q2 2025 | 387 | $6.01B |
| Q1 2025 | 368 | $3.64B |
| Q4 2024 | 371 | $5.15B |
| Q3 2024 | 345 | $4.00B |
| Q2 2024 | 342 | $3.41B |
| Q1 2024 | 350 | $3.77B |
| Q4 2023 | 285 | $2.70B |
| Q3 2023 | 295 | $2.07B |
| Q2 2023 | 286 | $2.74B |
| Q1 2023 | 262 | $1.98B |
| Q4 2022 | 254 | $1.43B |
| Q3 2022 | 255 | $1.60B |
| Q2 2022 | 242 | $1.38B |
| Q1 2022 | 275 | $2.29B |
| Q4 2021 | 272 | $2.46B |
| Q3 2021 | 271 | $2.69B |
| Q2 2021 | 259 | $3.76B |
| Q1 2021 | 276 | $4.02B |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Shake Shack Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4 | $0 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 3 | $223 | 0.00% | −1−25.0% | Reduced |
| Russell Investments Group, Ltd. | 4 | $296 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $371 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $371 | 0.00% | +4+400.0% | Added |
| IFP Advisors, Inc | 6 | $445 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $741 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 11 | $815 | 0.00% | +9+450.0% | Added |
| Signaturefd, LLC | 13 | $964 | 0.00% | −1−7.1% | Reduced |
| Parallel Advisors, LLC | 13 | $964 | 0.00% | +6+85.7% | Added |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Farther Finance Advisors, LLC | 15 | $1.11K | 0.00% | +1+7.1% | Added |
| Lindbrook Capital, LLC | 15 | $1.11K | 0.00% | +4+36.4% | Added |
| Glassman Wealth Services | 18 | $1.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $1.78K | 0.00% | −311−92.8% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $1.93K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 28 | $2.08K | 0.00% | −125−81.7% | Reduced |
| Venturi Wealth Management, LLC | 30 | $2.22K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 33 | $2.45K | 0.00% | +4+13.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $2.59K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 35 | $2.59K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $3.63K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $3.71K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 58 | $4.30K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 60 | $4.45K | 0.00% | −56,910−99.9% | Reduced |
| EverSource Wealth Advisors, LLC | 67 | $4.97K | 0.00% | −22−24.7% | Reduced |
| Pinnacle Bancorp, Inc. | 70 | $5.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 70 | $5.19K | 0.00% | +70 | New |
| Quent Capital, LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 91 | $6.75K | 0.00% | +4+4.6% | Added |
| NVWM, LLC | 96 | $7.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $7.41K | 0.00% | −60−37.5% | Reduced |
| Baystate Wealth Management LLC | 100 | $7.41K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $7.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $7.41K | 0.00% | +100 | New |
| Rockbridge Investment Management, LCC | 100 | $7.41K | 0.00% | +100 | New |
| SYSTM Wealth Solutions LLC | 129 | $9.56K | 0.00% | +129 | New |
| Psagot Value Holdings Ltd. / (Israel) | 138 | $10.0K | 0.00% | −82−37.3% | Reduced |
| Hantz Financial Services, Inc. | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 150 | $11.1K | 0.00% | +150 | New |
| Group One Trading, L.P. | 175 | $13.0K | 0.00% | +175 | New |
| Fifth Third Bancorp | 187 | $13.9K | 0.00% | +31+19.9% | Added |
| South State Corp. | 189 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $14.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 204 | $15.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 213 | $15.8K | 0.02% | +213 | New |
| Westside Investment Management, Inc. | 300 | $22.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 300 | $22.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 357 | $23.3K | 0.00% | −98−21.5% | Reduced |
| Headlands Technologies LLC | 321 | $23.8K | 0.01% | +321 | New |
| Washington Trust Co | 340 | $25.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 414 | $30.7K | 0.03% | +54+15.0% | Added |
| GAMMA Investing LLC | 430 | $32.5K | 0.01% | +430 | New |
| Jamison Private Wealth Management, Inc. | 530 | $39.3K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 600 | $44.5K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 663 | $49.1K | 0.00% | −114−14.7% | Reduced |
| KBC Group NV | 972 | $72.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 955 | $72.5K | 0.06% | −1,135−54.3% | Reduced |
| CWM, LLC | 1,033 | $77.0K | 0.00% | −316−23.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,119 | $82.9K | 0.00% | +904+420.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,236 | $91.6K | 0.00% | +980+382.8% | Added |
| AdvisorShares Investments LLC | 1,781 | $132.0K | 0.03% | +1,500+533.8% | Added |
| Federated Hermes, Inc. | 1,921 | $142.4K | 0.00% | −36,915−95.1% | Reduced |
| Metropolitan Life Insurance Co | 2,170 | $160.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,225 | $164.9K | 0.00% | −800−26.4% | Reduced |
| SG Americas Securities, LLC | 2,360 | $175.0K | 0.00% | −1,387−37.0% | Reduced |
| Crossmark Global Holdings, Inc. | 2,783 | $206.0K | 0.00% | +2,783 | New |
| US Bancorp | 2,791 | $206.9K | 0.00% | +706+33.9% | Added |
| Mariner, LLC | 2,795 | $207.2K | 0.00% | +2,795 | New |
| State of Wyoming | 2,833 | $210.0K | 0.04% | −102−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,853 | $211.0K | 0.00% | +2,853 | New |
| National Bank of Canada | 2,880 | $211.1K | 0.00% | −16,332−85.0% | Reduced |
| Cetera Advisor Networks LLC | 2,872 | $212.9K | 0.00% | −645−18.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 3,000 | $222.4K | 0.05% | +3,000 | New |
| Cresset Asset Management, LLC | 3,215 | $238.3K | 0.00% | +3,215 | New |
| Contravisory Investment Management, Inc. | 3,284 | $243.4K | 0.06% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 3,338 | $247.4K | 0.21% | +3,338 | New |
| Cipher Capital LP | 3,413 | $253.0K | 0.08% | +3,413 | New |
| Truvestments Capital LLC | 3,506 | $259.9K | 0.12% | −153−4.2% | Reduced |
| State of Wisconsin Investment Board | 3,555 | $263.5K | 0.00% | −2,588−42.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,592 | $266.2K | 0.00% | −139−3.7% | Reduced |
| QRG Capital Management, Inc. | 3,711 | $275.1K | 0.00% | +161+4.5% | Added |
| Leonteq Securities AG | 3,855 | $285.7K | 0.04% | +2,376+160.6% | Added |
| Ameritas Investment Partners, Inc. | 3,912 | $290.0K | 0.01% | +157+4.2% | Added |
| Pathstone Holdings, LLC | 3,468 | $294.1K | 0.00% | +3,468 | New |
| BBR Partners, LLC | 4,000 | $296.5K | 0.03% | 00.0% | Unchanged |
| Fayez Sarofim & Co | 3,800 | $302.4K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,100 | $303.9K | 0.00% | −367,816−98.9% | Reduced |
| National Philanthropic Trust | 4,159 | $308.3K | 0.01% | +4,159 | New |
| Leeward Financial Partners, LLC | 4,250 | $315.0K | 0.15% | −201−4.5% | Reduced |
| Cim Investment Mangement Inc | 4,255 | $315.4K | 0.10% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,401 | $326.2K | 0.01% | +412+10.3% | Added |