Institutional Ownership Sweetgreen, Inc. (SG)
This table provides information about the institutional ownership of Sweetgreen, Inc. (SG). We have compiled data on the 301 institutions that hold shares in the stock, with a total of 99.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
13,087
shares
|
$183,218
0.0% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
13,058
shares
|
$182,812
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
11,903
shares
|
$166,642
0.01% of portfolio
|
Q1 2025
Added 46.73%
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
11,805
shares
|
$165,270
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
11,720
shares
|
$164,080
0.0% of portfolio
|
Q1 2025
Reduced 95.52%
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
11,520
shares
|
$161,280
0.0% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,396
shares
|
$159,544
0.0% of portfolio
|
Q1 2025
Reduced 8.67%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
11,375
shares
|
$159,250
0.01% of portfolio
|
Q1 2025
Added 622.68%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
11,030
shares
|
$154,420
0.02% of portfolio
|
Q3 2022
New holding
|
|
Lvw Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
10,683
shares
|
$149,562
0.02% of portfolio
|
Q2 2025
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
10,479
shares
|
$146,706
0.01% of portfolio
|
Q4 2024
Added 4.73%
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
10,322
shares
|
$144,508
0.0% of portfolio
|
Q1 2025
Reduced 55.2%
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
9,793
shares
|
$137,102
0.05% of portfolio
|
Q1 2025
Added 16.26%
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
9,568
shares
|
$133,952
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
May 12, 2025 Q1 2025 |
9,455
shares
|
$132,370
0.0% of portfolio
|
Q2 2024
New holding
|
|
Allen Investment Management LLC
|
May 07, 2025 Q1 2025 |
9,364
shares
|
$131,096
0.0% of portfolio
|
Q4 2024
Added 34.04%
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
9,142
shares
|
$127,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,026
shares
|
$126,364
0.0% of portfolio
|
Q1 2025
Added 23.9%
|
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
May 14, 2025 Q1 2025 |
8,724
shares
|
$122,136
0.0% of portfolio
|
Q1 2025
Reduced 53.32%
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
8,473
shares
|
$118,622
0.0% of portfolio
|
Q1 2025
New holding
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
8,307
shares
|
$116,298
0.01% of portfolio
|
Q1 2025
Added 0.13%
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
8,128
shares
|
$113,792
0.0% of portfolio
|
Q1 2025
Reduced 92.04%
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
8,111
shares
|
$113,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
7,130
shares
|
$99,820
0.0% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
5,238
shares
|
$73,332
0.0% of portfolio
|
Q1 2025
Added 1.49%
|