SG Sweetgreen, Inc.
Sweetgreen, Inc. (SG) Institutional Ownership
What the institutions did with SG last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BAILLIE GIFFORD & CO | 8.5M | 49.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.6M | 15.0% |
| PRINCIPAL FINANCIAL GROUP INC | 1.2M | 7.0% |
| Ibex Investors LLC | 1.2M | 6.8% |
| CITIGROUP INC | 1.1M | 6.4% |
| DIMENSIONAL FUND ADVISORS LP | 527.8K | 3.0% |
| BARCLAYS PLC | 355.6K | 2.0% |
| Bank of New York Mellon Corp | 301.8K | 1.7% |
| CERTUITY, LLC | 300.5K | 1.7% |
| SIMPLEX TRADING, LLC | 135.5K | 0.8% |
| DEUTSCHE BANK AG\ | 103.4K | 0.6% |
| ACADIAN ASSET MANAGEMENT LLC | 100.2K | 0.6% |
| IMC-Chicago, LLC | 83.1K | 0.5% |
| Clear Harbor Asset Management, LLC | 79.0K | 0.5% |
| Creative Planning | 73.0K | 0.4% |
| BANK OF MONTREAL /CAN/ | 69.7K | 0.4% |
| LPL Financial LLC | 62.7K | 0.4% |
| Curated Wealth Partners LLC | 54.1K | 0.3% |
| Wealthcare Advisory Partners LLC | 41.6K | 0.2% |
| Caitong International Asset Management Co., Ltd | 40.0K | 0.2% |
| NATIXIS | 38.8K | 0.2% |
| Russell Investments Group, Ltd. | 30.9K | 0.2% |
| ARIZONA STATE RETIREMENT SYSTEM | 28.6K | 0.2% |
| EASTERN BANK | 27.1K | 0.2% |
| Police & Firemen's Retirement System of New Jersey | 26.9K | 0.2% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO | Reduced | 10.2M | 8.5M | -1.6M |
| CITIGROUP INC | Increased | 437.2K | 1.1M | +670.4K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 905.3K | 527.8K | -377.5K |
| BARCLAYS PLC | Increased | 19.4K | 355.6K | +336.1K |
| PRINCIPAL FINANCIAL GROUP INC | Increased | 881.9K | 1.2M | +327.8K |
| IMC-Chicago, LLC | Reduced | 220.6K | 83.1K | -137.5K |
| Fortis Group Advisors, LLC | Sold Out | 110.9K | 0 | -110.9K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 2.7M | 2.6M | -107.9K |
| SIMPLEX TRADING, LLC | Reduced | 209.2K | 135.5K | -73.7K |
| Ibex Investors LLC | Increased | 1.1M | 1.2M | +65.0K |
| REGATTA CAPITAL GROUP, LLC | Sold Out | 33.7K | 0 | -33.7K |
| INTECH INVESTMENT MANAGEMENT LLC | Sold Out | 24.0K | 0 | -24.0K |
| ACADIAN ASSET MANAGEMENT LLC | Increased | 77.0K | 100.2K | +23.1K |
| Creative Planning | Increased | 51.9K | 73.0K | +21.1K |
| OPPENHEIMER & CO INC | Sold Out | 15.7K | 0 | -15.7K |
| Optas, LLC | Sold Out | 15.6K | 0 | -15.6K |
| LPL Financial LLC | Reduced | 78.2K | 62.7K | -15.5K |
| Caitong International Asset Management Co., Ltd | Increased | 24.6K | 40.0K | +15.4K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 27.9K | 12.8K | -15.1K |
| Bank of New York Mellon Corp | Reduced | 316.9K | 301.8K | -15.1K |
| Fulcrum Asset Management LLP | Increased | 229 | 13.9K | +13.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 38.7K | 25.1K | -13.6K |
| DEUTSCHE BANK AG\ | Reduced | 116.3K | 103.4K | -12.9K |
| Freestone Capital Holdings, LLC | Sold Out | 11.8K | 0 | -11.8K |
| Onyx Bridge Wealth Group LLC | Sold Out | 10.3K | 0 | -10.3K |
| PRIMORIS WEALTH ADVISORS, LLC | Sold Out | 10.0K | 0 | -10.0K |
| SUMMIT SECURITIES GROUP LLC | Reduced | 11.7K | 3.0K | -8.7K |
| State of Alaska, Department of Revenue | New | 0 | 7.7K | +7.7K |
| Compagnie Lombard Odier SCmA | Sold Out | 7.2K | 0 | -7.2K |
| Clear Harbor Asset Management, LLC | Reduced | 86.0K | 79.0K | -7.0K |
| Police & Firemen's Retirement System of New Jersey | Reduced | 33.7K | 26.9K | -6.8K |
| Larson Financial Group LLC | Increased | 2.2K | 7.5K | +5.3K |
| Versant Capital Management, Inc | Reduced | 10.5K | 6.5K | -4.1K |
| BANK OF MONTREAL /CAN/ | Increased | 66.4K | 69.7K | +3.2K |
| KBC Group NV | Sold Out | 2.9K | 0 | -2.9K |
| US BANCORP \DE\ | Increased | 76 | 2.6K | +2.5K |
| BRIGHTON JONES LLC | Reduced | 15.9K | 13.5K | -2.4K |
| GK Wealth Management LLC | New | 0 | 2.1K | +2.1K |
| Sterling Capital Management LLC | Increased | 1.1K | 2.9K | +1.9K |
| EASTERN BANK | Increased | 25.2K | 27.1K | +1.8K |
| ARIZONA STATE RETIREMENT SYSTEM | Increased | 27.3K | 28.6K | +1.3K |
| GAMMA Investing LLC | Increased | 95 | 1.2K | +1.1K |
| Perigon Wealth Management, LLC | Increased | 12.4K | 13.4K | +974 |
| Pinnacle Wealth Planning Services, Inc. | Increased | 289 | 1.1K | +795 |
| Essential Partners LLC | Reduced | 1.3K | 467 | -786 |
| FIFTH THIRD BANCORP | Increased | 7.3K | 8.1K | +778 |
| EverSource Wealth Advisors, LLC | Reduced | 2.8K | 2.1K | -686 |
| ProShare Advisors LLC | Reduced | 13.9K | 13.3K | -572 |
| CERTUITY, LLC | Increased | 300.0K | 300.5K | +486 |
| Fortitude Family Office, LLC | Increased | 94 | 458 | +364 |
| Russell Investments Group, Ltd. | Increased | 30.6K | 30.9K | +310 |
| BESSEMER GROUP INC | Sold Out | 300 | 0 | -300 |
| Blue Trust, Inc. | Sold Out | 234 | 0 | -234 |
| SIGNATUREFD, LLC | Increased | 934 | 1.2K | +221 |
| BIRCH FINANCIAL GROUP, LLC | New | 0 | 199 | +199 |
| XPONANCE LLC | Reduced | 10.2K | 10.0K | -177 |
| True Wealth Design, LLC | Sold Out | 174 | 0 | -174 |
| Wealthfront Advisers LLC | Increased | 12.5K | 12.7K | +143 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | New | 0 | 132 | +132 |
| Parkside Financial Bank & Trust | Sold Out | 95 | 0 | -95 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.