Institutional Ownership Sweetgreen, Inc. (SG)
This table provides information about the institutional ownership of Sweetgreen, Inc. (SG). We have compiled data on the 297 institutions that hold shares in the stock, with a total of 96.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.89 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
200
shares
|
$3,046
0.0% of portfolio
|
Q2 2024
Reduced 69.23%
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
195
shares
|
$2,969
0.0% of portfolio
|
Q1 2025
Added 13.37%
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
186
shares
|
$2,832
0.0% of portfolio
|
Q1 2025
New holding
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
175
shares
|
$2,665
0.0% of portfolio
|
Q1 2025
Added 59.09%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
170
shares
|
$2,589
0.0% of portfolio
|
Q1 2025
New holding
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
152
shares
|
$2,314
0.0% of portfolio
|
Q4 2024
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
123
shares
|
$1,873
0.0% of portfolio
|
Q1 2025
New holding
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
112
shares
|
$1,705
0.0% of portfolio
|
Q1 2025
Added 600.0%
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
111
shares
|
$1,690
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
106
shares
|
$1,614
0.0% of portfolio
|
Q1 2025
Added 4.95%
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
100
shares
|
$1,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
100
shares
|
$1,523
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
100
shares
|
$1,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
92
shares
|
$1,401
0.0% of portfolio
|
Q1 2025
Reduced 17.12%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
76
shares
|
$1,157
0.0% of portfolio
|
Q1 2023
Added 22.58%
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
75
shares
|
$1,142
0.0% of portfolio
|
Q1 2025
Reduced 56.65%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
67
shares
|
$1,020
0.0% of portfolio
|
Q4 2024
New holding
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
59
shares
|
$898
0.0% of portfolio
|
Q1 2025
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
53
shares
|
$807
0.0% of portfolio
|
Q1 2025
Added 35.9%
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
46
shares
|
$700
0.0% of portfolio
|
Q4 2024
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
40
shares
|
$609
0.0% of portfolio
|
Q4 2023
New holding
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
40
shares
|
$609
0.0% of portfolio
|
Q1 2025
Reduced 59.6%
|
|
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%
|