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, Q1 2024
Institutional positions in Shake Shack Inc. as of Mar 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
- 350
- +67 vs. Q4 2023
- Shares held
- 36.3M
- −92.6K (−0.3%) vs. Q4 2023
- Total value
- $3.77B
- +$1.08B (+40.0%) vs. Q4 2023
- New holders
- 97
- 97 more added
- Sold out
- 30
- 111 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Shake Shack Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $105 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 3 | $313 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $521 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $521 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6 | $624 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 8 | $832 | 0.00% | +8 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $1.02K | 0.00% | +10 | New |
| Baldwin Brothers Inc | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 15 | $1.59K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $2.50K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 24 | $2.50K | 0.00% | +24 | New |
| Parkside Financial Bank & Trust | 26 | $2.71K | 0.00% | −2−7.1% | Reduced |
| Farmers & Merchants Investments Inc | 26 | $2.71K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 27 | $2.81K | 0.00% | +14+107.7% | Added |
| Venturi Wealth Management, LLC | 30 | $3.12K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 30 | $3.12K | 0.00% | +19+172.7% | Added |
| Retirement Group, LLC | 33 | $3.43K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 35 | $3.64K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 35 | $3.64K | 0.00% | +35 | New |
| LGT Financial Advisors LLC | 49 | $5.10K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 54 | $5.58K | 0.00% | +54 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $5.93K | 0.00% | +22+62.9% | Added |
| Global Retirement Partners, LLC | 67 | $6.97K | 0.00% | −290−81.2% | Reduced |
| Pinnacle Bancorp, Inc. | 70 | $7.28K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 70 | $7.28K | 0.00% | +10+16.7% | Added |
| EverSource Wealth Advisors, LLC | 69 | $7.30K | 0.00% | +2+3.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 73 | $8.00K | 0.00% | +73 | New |
| Quent Capital, LLC | 81 | $8.43K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 86 | $8.95K | 0.00% | +16+22.9% | Added |
| Massmutual Trust Co FSB | 93 | $9.68K | 0.00% | +2+2.2% | Added |
| NVWM, LLC | 96 | $9.99K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $10.4K | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $10.4K | 0.01% | +100 | New |
| Lindbrook Capital, LLC | 101 | $10.5K | 0.00% | +86+573.3% | Added |
| Parallel Advisors, LLC | 101 | $10.5K | 0.00% | +88+676.9% | Added |
| Rothschild Investment LLC | 105 | $10.9K | 0.00% | +5+5.0% | Added |
| Newbridge Financial Services Group, Inc. | 125 | $13.0K | 0.01% | +125 | New |
| Rise Advisors, LLC | 126 | $13.1K | 0.01% | +126 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 152 | $15.8K | 0.00% | +152 | New |
| Hantz Financial Services, Inc. | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 224 | $16.6K | 0.00% | +224 | New |
| South State Corp. | 189 | $19.7K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 196 | $20.4K | 0.00% | +9+4.8% | Added |
| Salem Investment Counselors Inc | 200 | $20.8K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $20.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $20.8K | 0.00% | +100+100.0% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $20.8K | 0.01% | +200 | New |
| CoreCap Advisors, LLC | 200 | $20.8K | 0.00% | +200 | New |
| Allworth Financial LP | 204 | $21.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 209 | $21.7K | 0.02% | −205−49.5% | Reduced |
| Umb Bank N A | 216 | $22.5K | 0.00% | +16+8.0% | Added |
| Allspring Global Investments Holdings, LLC | 236 | $24.6K | 0.00% | +236 | New |
| FWL Investment Management, LLC | 250 | $26.0K | 0.01% | +250 | New |
| Continuum Advisory, LLC | 250 | $26.3K | 0.00% | +250 | New |
| Westside Investment Management, Inc. | 300 | $31.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 300 | $31.2K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 340 | $35.4K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 402 | $41.0K | 0.02% | +402 | New |
| GAMMA Investing LLC | 451 | $46.9K | 0.01% | +21+4.9% | Added |
| FSC Wealth Advisors, LLC | 471 | $49.0K | 0.03% | +471 | New |
| Jamison Private Wealth Management, Inc. | 567 | $59.0K | 0.01% | +37+7.0% | Added |
| Northwestern Mutual Wealth Management Co | 600 | $62.4K | 0.00% | −636−51.5% | Reduced |
| Covestor Ltd | 645 | $67.0K | 0.04% | +643+32,150.0% | Added |
| CWM, LLC | 839 | $87.0K | 0.00% | −194−18.8% | Reduced |
| Byrne Asset Management LLC | 890 | $92.6K | 0.06% | −65−6.8% | Reduced |
| Lynwood Capital Management Inc. | 900 | $93.6K | 0.55% | +900 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 936 | $97.0K | 0.00% | +936 | New |
| KBC Group NV | 972 | $101.0K | 0.00% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 1,258 | $130.9K | 0.02% | −523−29.4% | Reduced |
| Harvest Fund Management Co., Ltd | 1,290 | $134.0K | 0.01% | +1,290 | New |
| Quadrant Capital Group LLC | 1,317 | $137.0K | 0.01% | +654+98.6% | Added |
| Group One Trading, L.P. | 1,337 | $139.1K | 0.00% | +1,162+664.0% | Added |
| CIBC Private Wealth Group, LLC | 1,457 | $155.1K | 0.00% | +1,457 | New |
| Tower Research Capital LLC (TRC) | 1,819 | $189.2K | 0.00% | −9,047−83.3% | Reduced |
| Metropolitan Life Insurance Co | 1,988 | $206.8K | 0.01% | −182−8.4% | Reduced |
| Smith, Moore & Co. | 2,000 | $208.1K | 0.02% | +2,000 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 2,020 | $210.1K | 0.05% | +2,020 | New |
| ExodusPoint Capital Management, LP | 2,049 | $213.0K | 0.00% | +2,049 | New |
| Profund Advisors LLC | 2,163 | $225.0K | 0.01% | +2,163 | New |
| Strategic Blueprint, LLC | 2,166 | $225.3K | 0.02% | +2,166 | New |
| Captrust Financial Advisors | 2,199 | $228.8K | 0.00% | +2,199 | New |
| State of Wyoming | 2,208 | $229.7K | 0.04% | −625−22.1% | Reduced |
| Evergreen Capital Management LLC | 2,221 | $231.1K | 0.01% | +2,221 | New |
| Keybank National Association | 2,241 | $233.1K | 0.00% | +2,241 | New |
| Xponance, Inc. | 2,292 | $238.4K | 0.00% | +2,292 | New |
| US Bancorp | 2,316 | $240.9K | 0.00% | −475−17.0% | Reduced |
| Mackenzie Financial Corp | 2,323 | $241.7K | 0.00% | +2,323 | New |
| GWM Advisors LLC | 2,325 | $241.9K | 0.00% | +2,325 | New |
| Hyman Charles D | 2,325 | $242.0K | 0.01% | +2,325 | New |
| Bradley Foster & Sargent Inc | 2,353 | $244.8K | 0.00% | +2,353 | New |
| Stratos Wealth Partners, LTD. | 2,384 | $248.0K | 0.00% | +2,384 | New |
| Penserra Capital Management LLC | 2,400 | $249.0K | 0.00% | +2,400 | New |
| Nisa Investment Advisors, LLC | 2,400 | $249.7K | 0.00% | +175+7.9% | Added |