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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
5,092
shares
|
$71,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
4,500
shares
|
$63,000
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
4,324
shares
|
$60,536
0.04% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
May 09, 2025 Q1 2025 |
4,100
shares
|
$57,400
0.07% of portfolio
|
Q1 2025
Added 70.83%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
3,508
shares
|
$49,112
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
3,426
shares
|
$47,964
0.0% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
2,457
shares
|
$34,398
0.0% of portfolio
|
Q1 2025
Reduced 97.7%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
May 13, 2025 Q1 2025 |
2,382
shares
|
$33,348
0.01% of portfolio
|
Q1 2025
Reduced 38.64%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,983
shares
|
$27,762
0.0% of portfolio
|
Q1 2025
Added 47.11%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,650
shares
|
$23,100
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,579
shares
|
$22,106
0.0% of portfolio
|
Q1 2025
Added 53.6%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,460
shares
|
$20,440
0.0% of portfolio
|
Q1 2022
Added 55.48%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
1,400
shares
|
$19,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
1,260
shares
|
$17,640
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,074
shares
|
$15,036
0.0% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
834
shares
|
$11,676
0.0% of portfolio
|
Q1 2025
Added 19.14%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
726
shares
|
$10,164
0.0% of portfolio
|
Q1 2025
Reduced 52.05%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
May 07, 2025 Q1 2025 |
681
shares
|
$9,534
0.0% of portfolio
|
Q4 2024
Added 1447.73%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
590
shares
|
$8,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
590
shares
|
$8,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
588
shares
|
$8,232
0.0% of portfolio
|
Q1 2025
Reduced 20.22%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
566
shares
|
$7,924
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
550
shares
|
$7,700
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
529
shares
|
$7,406
0.0% of portfolio
|
Q1 2025
Reduced 92.32%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
500
shares
|
$7,000
0.0% of portfolio
|
Q2 2025
Added 400.0%
|