Institutional Ownership Sweetgreen, Inc. (SG)
This table provides information about the institutional ownership of Sweetgreen, Inc. (SG). We have compiled data on the 304 institutions that hold shares in the stock, with a total of 105 Million shares, which have been reported (via 13F filing form) to have a value of $908 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
500
shares
|
$4,340
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
467
shares
|
$4,053
0.0% of portfolio
|
Q2 2025
Added 21.3%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
450
shares
|
$3,906
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
400
shares
|
$3,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
400
shares
|
$3,472
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Pier Capital, LLC
Stamford, CT |
Aug 04, 2025 Q2 2025 |
396
shares
|
$3,437
0.0% of portfolio
|
Q2 2025
Reduced 99.76%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
376
shares
|
$3,263
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
351
shares
|
$3,046
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
308
shares
|
$2,673
0.0% of portfolio
|
Q2 2025
Reduced 19.16%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
253
shares
|
$2,196
0.0% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
246
shares
|
$2,135
0.0% of portfolio
|
Q2 2025
Added 132.08%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
200
shares
|
$1,736
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
200
shares
|
$1,736
0.0% of portfolio
|
Q2 2024
Reduced 69.23%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
190
shares
|
$1,649
0.0% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
101
shares
|
$876
0.0% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
100
shares
|
$868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
96
shares
|
$833
0.0% of portfolio
|
Q2 2025
Reduced 77.3%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
94
shares
|
$815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76
shares
|
$659
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
75
shares
|
$651
0.0% of portfolio
|
Q1 2025
Reduced 56.65%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
67
shares
|
$581
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$451
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
49
shares
|
$425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48
shares
|
$416
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
46
shares
|
$399
0.0% of portfolio
|
Q4 2024
New holding
|