Institutional Ownership Sweetgreen, Inc. (SG)
This table provides information about the institutional ownership of Sweetgreen, Inc. (SG). We have compiled data on the 302 institutions that hold shares in the stock, with a total of 99.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
400
shares
|
$5,600
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
385
shares
|
$5,390
0.0% of portfolio
|
Q1 2025
Added 46.95%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
381
shares
|
$5,334
0.0% of portfolio
|
Q1 2025
Added 17.96%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
332
shares
|
$4,648
0.0% of portfolio
|
Q1 2025
Reduced 99.77%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
253
shares
|
$3,542
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$2,800
0.0% of portfolio
|
Q2 2024
Reduced 69.23%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
195
shares
|
$2,730
0.0% of portfolio
|
Q1 2025
Added 13.37%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
186
shares
|
$2,604
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
175
shares
|
$2,450
0.0% of portfolio
|
Q1 2025
Added 59.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
170
shares
|
$2,380
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
123
shares
|
$1,722
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
112
shares
|
$1,568
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
106
shares
|
$1,484
0.0% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$1,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$1,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
96
shares
|
$1,344
0.0% of portfolio
|
Q2 2025
Reduced 77.3%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
94
shares
|
$1,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76
shares
|
$1,064
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
75
shares
|
$1,050
0.0% of portfolio
|
Q1 2025
Reduced 56.65%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
67
shares
|
$938
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
53
shares
|
$742
0.0% of portfolio
|
Q1 2025
Added 35.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$728
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48
shares
|
$672
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
46
shares
|
$644
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$560
0.0% of portfolio
|
Q4 2023
New holding
|