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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
48
shares
|
$730
0.0% of portfolio
|
Q2 2025
Reduced 47.83%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
46
shares
|
$700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
40
shares
|
$608
0.0% of portfolio
|
Q1 2025
Reduced 59.6%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$608
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
39
shares
|
$593
0.0% of portfolio
|
Q1 2025
Added 254.55%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
37
shares
|
$563
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
34
shares
|
$517
0.0% of portfolio
|
Q4 2024
Reduced 74.63%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
30
shares
|
$456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
20
shares
|
$304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
17
shares
|
$258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
14
shares
|
$213
0.0% of portfolio
|
Q3 2024
Reduced 82.5%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13
shares
|
$197
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
12
shares
|
$182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
12
shares
|
$182
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
11
shares
|
$167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
10
shares
|
$152
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
10
shares
|
$152
0.0% of portfolio
|
Q1 2025
Added 150.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
8
shares
|
$121
0.0% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
5
shares
|
$76
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
5
shares
|
$76
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
5
shares
|
$76
0.0% of portfolio
|
Q2 2025
Reduced 98.77%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4
shares
|
$60
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1
shares
|
$15
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|