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 |
|---|---|---|---|---|---|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
41
shares
|
$355
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
40
shares
|
$347
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
37
shares
|
$321
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
34
shares
|
$295
0.0% of portfolio
|
Q4 2024
Reduced 74.63%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
34
shares
|
$295
0.0% of portfolio
|
Q2 2025
Added 325.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
28
shares
|
$243
0.0% of portfolio
|
Q2 2025
Reduced 98.23%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
13
shares
|
$112
0.0% of portfolio
|
Q2 2025
Reduced 27.78%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
10
shares
|
$86
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$86
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
6
shares
|
$52
0.0% of portfolio
|
Q2 2025
Reduced 88.68%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
6
shares
|
$52
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
5
shares
|
$43
0.0% of portfolio
|
Q2 2025
Reduced 98.77%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
5
shares
|
$43
0.0% of portfolio
|
Q2 2025
Added 760.0%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
5
shares
|
$43
0.0% of portfolio
|
Q4 2024
Reduced 28.57%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
3
shares
|
$26
0.0% of portfolio
|
Q2 2025
Reduced 70.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|