Institutional Ownership Grocery Outlet Holding Corp. (GO)
This table provides information about the institutional ownership of Grocery Outlet Holding Corp. (GO). We have compiled data on the 259 institutions that hold shares in the stock, with a total of 112 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
105
shares
|
$1,439
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
101
shares
|
$1,384
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
100
shares
|
$1,371
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
79
shares
|
$1,083
0.0% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
79
shares
|
$1,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
78
shares
|
$1,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
71
shares
|
$973
0.0% of portfolio
|
Q1 2025
Added 57.78%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
64
shares
|
$877
0.0% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
63
shares
|
$863
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
62
shares
|
$850
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
58
shares
|
$795
0.0% of portfolio
|
Q1 2025
Reduced 58.57%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
43
shares
|
$589
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
23
shares
|
$315
0.0% of portfolio
|
Q1 2025
Added 228.57%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
22
shares
|
$301
0.0% of portfolio
|
Q1 2025
Reduced 94.47%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
20
shares
|
$274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
15
shares
|
$205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
14
shares
|
$191
0.0% of portfolio
|
Q4 2024
Reduced 80.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
11
shares
|
$150
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
10
shares
|
$137
0.0% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
10
shares
|
$137
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
9
shares
|
$123
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
2
shares
|
$27
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|