Institutional Ownership Sweetgreen, Inc. (SG)
This table provides information about the institutional ownership of Sweetgreen, Inc. (SG). We have compiled data on the 326 institutions that hold shares in the stock, with a total of 92 Million shares, which have been reported (via 13F filing form) to have a value of $2.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,806
shares
|
$192,234
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,745
shares
|
$190,903
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
8,694
shares
|
$189,790
0.01% of portfolio
|
Q4 2024
Reduced 87.44%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
8,426
shares
|
$183,939
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
8,423
shares
|
$183,874
0.06% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
8,296
shares
|
$181,101
0.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
8,112
shares
|
$177,084
0.01% of portfolio
|
Q4 2024
Added 17.51%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,799
shares
|
$170,252
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
7,702
shares
|
$168,134
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,285
shares
|
$159,031
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Xponance, Inc.
|
Feb 10, 2025 Q4 2024 |
7,185
shares
|
$156,848
0.0% of portfolio
|
Q4 2024
Added 10.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
7,100
shares
|
$154,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,886
shares
|
$150,321
0.0% of portfolio
|
Q4 2024
Added 135.74%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,699
shares
|
$146,239
0.03% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
6,680
shares
|
$145,824
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
6,329
shares
|
$138,162
0.01% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Feb 20, 2025 Q4 2024 |
6,269
shares
|
$136,852
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
5,534
shares
|
$120,807
0.02% of portfolio
|
Q4 2024
Added 98.14%
|
|
|
Kbc Group Nv
|
Jan 22, 2025 Q4 2024 |
5,161
shares
|
$112,664
0.0% of portfolio
|
Q4 2024
Added 65.05%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
4,518
shares
|
$98,627
0.04% of portfolio
|
Q4 2024
Reduced 17.12%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
4,500
shares
|
$98,234
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
4,324
shares
|
$94,392
0.05% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
4,065
shares
|
$88,738
0.0% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
3,882
shares
|
$84,744
0.02% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
3,436
shares
|
$75,007
0.0% of portfolio
|
Q2 2024
Added 3.28%
|