Sweetgreen Ownership 2024 | Who Owns Sweetgreen Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

21.40%

Insider Ownership

2.87%

Retail Ownership

75.73%

Institutional Holders

95.00

Sweetgreen Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BAILLIE GIFFORD & CO10.93%0.29%12,326,336721,7406.22%371,515,767Jun 30, 2024
FMR LLC9.73%0.02%10,970,136-3,729,837-25.37%330,639,918Jun 30, 2024
VANGUARD GROUP INC8.01%0.01%9,029,269608,3227.22%272,142,168Jun 30, 2024
BLACKROCK INC.6.35%0.00%7,156,221172,3322.47%215,688,502Jun 30, 2024
INVESCO LTD.3.12%0.02%3,513,891819,46930.41%105,908,674Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP2.81%0.02%3,170,2891,286,01768.25%95,552,510Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC2.38%0.78%2,688,4031,878,216231.82%81,028,466Jun 30, 2024
SPYGLASS CAPITAL MANAGEMENT LLC2.23%5.54%2,509,615-31,899-1.26%75,639,796Jun 30, 2024
STATE STREET CORP1.95%0.00%2,193,905128,8286.24%66,124,297,000Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.89%0.01%2,133,16678,2483.81%64,306,235Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.87%0.05%2,108,351-564,608-21.12%63,545,699Jun 30, 2024
LORD, ABBETT & CO. LLC1.81%0.21%2,041,6561,492,490271.77%61,535,000Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.68%0.13%1,891,088800,88773.46%56,997,392Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.56%0.01%1,763,57239,8232.31%53,150,807Jun 30, 2024
HOOD RIVER CAPITAL MANAGEMENT LLC1.46%1.03%1,643,028490,80642.60%49,520,864Jun 30, 2024
NUVEEN ASSET MANAGEMENT, LLC1.28%0.01%1,442,60668,2984.97%43,480,144Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC1.19%0.15%1,345,5131,024,722319.44%40,553,762Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.98%0.05%1,109,8001,109,800100.00%33,449,367Jun 30, 2024
GILDER GAGNON HOWE & CO LLC0.90%0.38%1,018,113242,63431.29%30,685,926Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.86%0.05%965,800965,800100.00%29,109,212Jun 30, 2024

Sweetgreen's largest institutional shareholder is BAILLIE GIFFORD & CO, holding 10.93% of the company's total share outstanding, currently valued at $371.52M. The top 10 institutional shareholders own together 49.38% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SPYGLASS CAPITAL MANAGEMENT LLC2.23%5.54%2,509,615-31,899-1.26%75,639,796Jun 30, 2024
TECA PARTNERS, LP0.17%4.12%196,077-573,123-74.51%5,909,761Jun 30, 2024
YARRA SQUARE PARTNERS LP0.12%3.82%140,500-22,500-13.80%4,234,670Jun 30, 2024
OPTIONS SOLUTIONS, LLC0.16%3.30%185,396-16,222-8.05%5,587,835Jun 30, 2024
EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC0.06%2.04%65,7564740.73%1,981,886Jun 30, 2024
CRAWFORD FUND MANAGEMENT, LLC0.20%1.72%226,000-1,500-0.66%6,811,640Jun 30, 2024
EAM GLOBAL INVESTORS LLC0.21%1.59%234,460110.00%7,066,624Jun 30, 2024
MILLRACE ASSET GROUP, INC.0.05%1.54%52,52652,526100.00%1,583,000Jun 30, 2024
PIER CAPITAL, LLC0.26%1.31%292,572-179,426-38.01%8,818,120Jun 30, 2024
LISANTI CAPITAL GROWTH, LLC0.13%1.07%147,8007,1005.05%4,454,692Jun 30, 2024
HUSSMAN STRATEGIC ADVISORS, INC.0.11%1.05%126,000--3,797,640Jun 30, 2024
PORTOLAN CAPITAL MANAGEMENT, LLC0.37%1.04%419,875-577,650-57.91%12,655,033Jun 30, 2024
HOOD RIVER CAPITAL MANAGEMENT LLC1.46%1.03%1,643,028490,80642.60%49,520,864Jun 30, 2024
SUMMIT PLACE FINANCIAL ADVISORS, LLC0.05%0.94%52,698-11,132-17.44%1,588,318Jun 30, 2024
DRIEHAUS CAPITAL MANAGEMENT LLC2.38%0.78%2,688,4031,878,216231.82%81,028,466Jun 30, 2024
EAM INVESTORS, LLC0.14%0.75%153,533-54,815-26.31%4,627,485Jun 30, 2024
ATIKA CAPITAL MANAGEMENT LLC0.21%0.69%235,000235,000100.00%7,082,900Jun 30, 2024
NUMERAI GP LLC0.05%0.67%61,24561,245100.00%1,845,924Jun 30, 2024
ESSEX INVESTMENT MANAGEMENT CO LLC0.10%0.63%112,333-5,522-4.69%3,385,717Jun 30, 2024
OSTERWEIS CAPITAL MANAGEMENT INC0.29%0.51%324,410-55,720-14.66%9,777,717Jun 30, 2024

The largest Sweetgreen shareholder by % of total assets is SPYGLASS CAPITAL MANAGEMENT LLC. The company owns 2.51M shares of Sweetgreen (SG), representing 5.54% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
DRIEHAUS CAPITAL MANAGEMENT LLC2.38%0.78%2,688,4031,878,216231.82%81,028,466Jun 30, 2024
LORD, ABBETT & CO. LLC1.81%0.21%2,041,6561,492,490271.77%61,535,000Jun 30, 2024
WELLINGTON MANAGEMENT GROUP LLP2.81%0.02%3,170,2891,286,01768.25%95,552,510Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.98%0.05%1,109,8001,109,800100.00%33,449,367Jun 30, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC1.19%0.15%1,345,5131,024,722319.44%40,553,762Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.86%0.05%965,800965,800100.00%29,109,212Jun 30, 2024
INVESCO LTD.3.12%0.02%3,513,891819,46930.41%105,908,674Jun 30, 2024
TWO SIGMA INVESTMENTS, LP1.68%0.13%1,891,088800,88773.46%56,997,392Jun 30, 2024
BAILLIE GIFFORD & CO10.93%0.29%12,326,336721,7406.22%371,515,767Jun 30, 2024
VANGUARD GROUP INC8.01%0.01%9,029,269608,3227.22%272,142,168Jun 30, 2024
AMERIPRISE FINANCIAL INC0.46%0.00%515,675515,675100.00%15,542,449Jun 30, 2024
HOOD RIVER CAPITAL MANAGEMENT LLC1.46%1.03%1,643,028490,80642.60%49,520,864Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.36%0.02%403,436308,503324.97%12,159,561Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.27%0.04%302,119302,119100.00%9,105,867Jun 30, 2024
GILDER GAGNON HOWE & CO LLC0.90%0.38%1,018,113242,63431.29%30,685,926Jun 30, 2024
ATIKA CAPITAL MANAGEMENT LLC0.21%0.69%235,000235,000100.00%7,082,900Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.19%0.00%218,281205,5191610.40%6,578,988,000Jun 30, 2024
WOLVERINE TRADING, LLC0.17%0.01%187,100187,100100.00%5,639,194Jun 30, 2024
BARCLAYS PLC0.16%0.00%180,000180,000100.00%5,425,000Jun 30, 2024
BLAIR WILLIAM & CO/IL0.17%0.02%191,051177,9111353.96%5,758,277Jun 30, 2024

As of Jun 30 2024, Sweetgreen's largest institutional buyer is DRIEHAUS CAPITAL MANAGEMENT LLC. The company purchased 1.88M stocks of SG, valued at $81.03M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
FMR LLC9.73%0.02%10,970,136-3,729,837-25.37%330,639,918Jun 30, 2024
RADCLIFF MANAGEMENT LLC----2,129,363-100.00%-Jun 30, 2024
JPMORGAN CHASE & CO0.44%0.00%491,240-702,100-58.83%14,805,972Jun 30, 2024
SQUAREPOINT OPS LLC0.16%0.01%179,100-690,700-79.41%5,398,074Jun 30, 2024
FIRST MANHATTAN CO. LLC.0.24%0.03%275,545-609,780-68.88%8,304,926Jun 30, 2024
PORTOLAN CAPITAL MANAGEMENT, LLC0.37%1.04%419,875-577,650-57.91%12,655,033Jun 30, 2024
TECA PARTNERS, LP0.17%4.12%196,077-573,123-74.51%5,909,761Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.87%0.05%2,108,351-564,608-21.12%63,545,699Jun 30, 2024
MILLENNIUM MANAGEMENT LLC0.11%0.00%127,419-322,245-71.66%3,840,409Jun 30, 2024
COOPER CREEK PARTNERS MANAGEMENT LLC----312,224-100.00%-Jun 30, 2024
ARTEMIS INVESTMENT MANAGEMENT LLP0.30%0.14%343,168-252,555-42.39%10,343,084Jun 30, 2024
CAPTION MANAGEMENT, LLC----250,000-100.00%-Jun 30, 2024
STEPHENS INVESTMENT MANAGEMENT GROUP LLC0.35%0.17%391,519-237,174-37.72%11,800,383Jun 30, 2024
PEAK6 INVESTMENTS LLC0.21%0.02%236,800-209,300-46.92%7,137,152Jun 30, 2024
PIER CAPITAL, LLC0.26%1.31%292,572-179,426-38.01%8,818,120Jun 30, 2024
PATHSTONE HOLDINGS, LLC0.29%0.04%329,596-164,309-33.27%9,934,024Jun 30, 2024
PDT PARTNERS, LLC0.02%0.05%18,191-154,437-89.46%548,277Jun 30, 2024
PEAK6 INVESTMENTS LLC0.00%-600-139,900-99.57%18,084Jun 30, 2024
CAPTION MANAGEMENT, LLC0.02%0.01%20,000-137,600-87.31%602,800Jun 30, 2024
ARROWMARK COLORADO HOLDINGS LLC0.70%0.28%789,189-118,811-13.08%23,786,156Jun 30, 2024

As of Jun 30 2024, Sweetgreen's biggest institutional seller is FMR LLC. The company sold -3.73M shares of SG, valued at $330.64M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.98%0.05%1,109,8001,109,800100.00%33,449,367Jun 30, 2024
AMERIPRISE FINANCIAL INC0.46%0.00%515,675515,675100.00%15,542,449Jun 30, 2024
ATIKA CAPITAL MANAGEMENT LLC0.21%0.69%235,000235,000100.00%7,082,900Jun 30, 2024
WOLVERINE TRADING, LLC0.17%0.01%187,100187,100100.00%5,639,194Jun 30, 2024
BARCLAYS PLC0.16%0.00%180,000180,000100.00%5,425,000Jun 30, 2024
CAPTRUST FINANCIAL ADVISORS0.15%0.02%166,577166,577100.00%5,020,629Jun 30, 2024
TUDOR INVESTMENT CORP ET AL0.14%0.03%162,143162,143100.00%4,886,990Jun 30, 2024
MACQUARIE GROUP LTD0.13%0.00%142,532142,532100.00%4,296,000Jun 30, 2024
WOLVERINE TRADING, LLC0.10%0.00%117,500117,500100.00%3,541,450Jun 30, 2024
QUADRATURE CAPITAL LTD0.09%0.05%106,580106,580100.00%3,212,321Jun 30, 2024
CASTLEARK MANAGEMENT LLC0.09%0.13%103,220103,220100.00%3,111,051Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.06%0.01%63,15363,153100.00%1,903,431Jun 30, 2024
MAVERICK CAPITAL LTD0.06%0.04%62,48662,486100.00%1,883,328Jun 30, 2024
NUMERAI GP LLC0.05%0.67%61,24561,245100.00%1,845,924Jun 30, 2024
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.0.05%0.14%53,99953,999100.00%1,627,530Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.05%0.01%53,13953,139100.00%1,601,609Jun 30, 2024
MILLRACE ASSET GROUP, INC.0.05%1.54%52,52652,526100.00%1,583,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.04%0.00%50,43750,437100.00%1,520,171Jun 30, 2024
HILLSDALE INVESTMENT MANAGEMENT INC.0.04%0.12%49,56449,564100.00%1,493,859Jun 30, 2024
D. E. SHAW & CO., INC.0.04%0.00%41,50041,500100.00%1,250,810Jun 30, 2024
NICHOLAS INVESTMENT PARTNERS, LP0.03%0.12%37,90837,908100.00%1,142,547Jun 30, 2024
GTS SECURITIES LLC0.03%0.00%34,10034,100100.00%1,027,774Jun 30, 2024
CANADA PENSION PLAN INVESTMENT BOARD0.03%0.00%33,80033,800100.00%1,018,732Jun 30, 2024
REGATTA CAPITAL GROUP, LLC0.03%0.22%33,70133,701100.00%1,015,749Jun 30, 2024
LEGACY CAPITAL GROUP CALIFORNIA, INC.0.03%0.35%32,23432,234100.00%971,533Jun 30, 2024
ENSIGN PEAK ADVISORS, INC0.03%0.00%30,45030,450100.00%917,763Jun 30, 2024
TOROSO INVESTMENTS, LLC0.03%0.01%28,48928,489100.00%858,658Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC0.02%0.00%27,37627,376100.00%825,123Jun 30, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN0.02%0.00%19,58119,581100.00%590,171Jun 30, 2024
NATIXIS ADVISORS, L.P.0.01%0.00%15,83515,835100.00%477,000Jun 30, 2024
LOS ANGELES CAPITAL MANAGEMENT LLC0.01%0.00%14,41814,418100.00%434,559Jun 30, 2024
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.0.01%0.00%13,75113,751100.00%414,000Jun 30, 2024
CRESSET ASSET MANAGEMENT, LLC0.01%0.00%12,50012,500100.00%376,750Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.01%0.00%11,48711,487100.00%346,218Jun 30, 2024
OMERS ADMINISTRATION CORP0.01%0.00%11,20011,200100.00%337,568Jun 30, 2024
BRIDGEFRONT CAPITAL, LLC0.01%0.14%10,81010,810100.00%325,813Jun 30, 2024
BANK OF MONTREAL /CAN/0.01%0.00%10,20010,200100.00%319,362Jun 30, 2024
DIVISADERO STREET CAPITAL MANAGEMENT, LP0.01%0.05%10,00010,000100.00%301,400Jun 30, 2024
WOLVERINE TRADING, LLC0.01%0.00%9,8139,813100.00%295,764Jun 30, 2024
CALAMOS ADVISORS LLC0.01%0.00%9,5989,598100.00%289,284Jun 30, 2024
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO0.01%0.00%9,4559,455100.00%285,000Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.01%0.00%9,2629,262100.00%279,000Jun 30, 2024
MOLONEY SECURITIES ASSET MANAGEMENT, LLC0.01%0.04%8,5008,500100.00%256,190Jun 30, 2024
ENGINEERS GATE MANAGER LP0.01%0.01%8,4008,400100.00%253,176Jun 30, 2024
NKCFO LLC0.01%0.13%8,0008,000100.00%241,000Jun 30, 2024
THOROUGHBRED FINANCIAL SERVICES, LLC0.01%0.02%7,7397,739100.00%233,000Jun 30, 2024
ALLEN INVESTMENT MANAGEMENT LLC0.01%0.00%6,9866,986100.00%210,558Jun 30, 2024
STRS OHIO0.00%0.00%5,2005,200100.00%156,728,000Jun 30, 2024
CSS LLC/IL0.00%0.01%4,0004,000100.00%120,560Jun 30, 2024
US BANCORP \DE\0.00%0.00%2,7052,705100.00%81,528Jun 30, 2024
KBC GROUP NV0.00%0.00%2,4232,423100.00%73,000Jun 30, 2024
GEN-WEALTH PARTNERS INC0.00%0.03%2,1502,150100.00%64,801Jun 30, 2024
OPTIVER HOLDING B.V.0.00%-1,4211,421100.00%42,829Jun 30, 2024
BANK OF MONTREAL /CAN/0.00%-612612100.00%19,162Jun 30, 2024
MATRIX TRUST CO0.00%0.00%477477100.00%14,000Jun 30, 2024
CAPITAL ADVISORS, LTD. LLC0.00%0.00%240240100.00%7,000Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%218218100.00%6,571Jun 30, 2024
PRINCIPAL SECURITIES, INC.0.00%0.00%8080100.00%2,411Jun 30, 2024
LINDBROOK CAPITAL, LLC--1515100.00%452Jun 30, 2024
CVA FAMILY OFFICE, LLC-0.00%1515100.00%452Jun 30, 2024
TORONTO DOMINION BANK--77100.00%211Jun 30, 2024
ALLWORTH FINANCIAL LP--66100.00%146Jun 30, 2024
GRADIENT INVESTMENTS LLC--55100.00%151Jun 30, 2024
TWIN TREE MANAGEMENT, LP--22100.00%60Jun 30, 2024
PARALLEL ADVISORS, LLC--22100.00%74Jun 30, 2024
IFP ADVISORS, INC--22100.00%60Jun 30, 2024
BEAIRD HARRIS WEALTH MANAGEMENT, LLC--11100.00%20Jun 30, 2024

Sweetgreen's largest new institutional shareholder by number of shares is ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC, purchased 1.11M shares, valued at $33.45M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
RADCLIFF MANAGEMENT LLC----2,129,363-100.00%-Jun 30, 2024
COOPER CREEK PARTNERS MANAGEMENT LLC----312,224-100.00%-Jun 30, 2024
CAPTION MANAGEMENT, LLC----250,000-100.00%-Jun 30, 2024
WOODLINE PARTNERS LP----99,848-100.00%-Jun 30, 2024
RESOLUTE CAPITAL ASSET PARTNERS LLC----98,946-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----98,720-100.00%-Jun 30, 2024
LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC----80,000-100.00%-Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.----73,827-100.00%-Jun 30, 2024
CURATED WEALTH PARTNERS LLC----72,138-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----48,233-100.00%-Jun 30, 2024
AQUATIC CAPITAL MANAGEMENT LLC----39,200-100.00%-Jun 30, 2024
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.----37,005-100.00%-Jun 30, 2024
HOLOCENE ADVISORS, LP----34,881-100.00%-Jun 30, 2024
STIFEL FINANCIAL CORP----19,168-100.00%-Jun 30, 2024
HIGHTOWER ADVISORS, LLC----15,794-100.00%-Jun 30, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----14,596-100.00%-Jun 30, 2024
TEZA CAPITAL MANAGEMENT LLC----13,345-100.00%-Jun 30, 2024
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC----12,285-100.00%-Jun 30, 2024
COUNTERPOINT MUTUAL FUNDS LLC----11,323-100.00%-Jun 30, 2024
OCCUDO QUANTITATIVE STRATEGIES LP----10,294-100.00%-Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD----8,191-100.00%-Jun 30, 2024
METROPOLITAN LIFE INSURANCE CO/NY----5,178-100.00%-Jun 30, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.----4,038-100.00%-Jun 30, 2024
HEADLANDS TECHNOLOGIES LLC----786-100.00%-Jun 30, 2024
FERNWOOD INVESTMENT MANAGEMENT, LLC----630-100.00%-Jun 30, 2024
SPIRE WEALTH MANAGEMENT----250-100.00%-Jun 30, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC----121-100.00%-Jun 30, 2024
OAKWORTH CAPITAL, INC.----85-100.00%-Jun 30, 2024
VENTURI WEALTH MANAGEMENT, LLC----77-100.00%-Jun 30, 2024
NEWEDGE ADVISORS, LLC----24-100.00%-Jun 30, 2024
YHB INVESTMENT ADVISORS, INC.----20-100.00%-Jun 30, 2024

Sweetgreen's largest sold out institutional shareholder by shares sold is RADCLIFF MANAGEMENT LLC, sold -2.13M shares, valued at -, as of undefined.

Sweetgreen Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
Manager Directed Portfolios9.01%1,474,805--Jan 31, 2024
Alger ETF Trust2.02%14,366--Dec 31, 2023
Aspiration Funds1.64%60,794--Mar 31, 2024
LORD ABBETT DEVELOPING GROWTH FUND, INC.1.54%1,429,454--Jan 31, 2024
T. Rowe Price New Horizons Fund, Inc.1.20%6,017,593--Mar 31, 2024
MERIDIAN FUND INC0.22%508,798508,798-Mar 28, 2024
NEUBERGER BERMAN ALTERNATIVE FUNDS0.18%2,333,050195,5449.15%Jan 31, 2024
FRANKLIN STRATEGIC SERIES0.17%1,401,363--Jan 31, 2024
BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND)0.14%1,000,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.11%59,850--Mar 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.11%66,494--Feb 29, 2024
FIDELITY SECURITIES FUND0.11%9,788,417519,7365.61%Jan 31, 2024
VIRTUS EQUITY TRUST0.10%816,761--Mar 28, 2024
OBERWEIS FUNDS0.09%94,90194,901-Mar 31, 2024
T. Rowe Price Small-Cap Stock Fund, Inc.0.08%287,277--Mar 31, 2024
ALGER INSTITUTIONAL FUNDS0.07%18,023--Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.06%270,847--Mar 28, 2024
BARON SELECT FUNDS0.06%650,000--Mar 31, 2024
HUSSMAN INVESTMENT TRUST0.06%210,000-42,000-16.67%Dec 31, 2023
FIDELITY MT VERNON STREET TRUST0.05%1,531,854-163,774-9.66%Feb 29, 2024
NEUBERGER BERMAN EQUITY FUNDS0.05%492,427-131,639-21.09%Feb 29, 2024
ALGER PORTFOLIOS0.04%16,672--Dec 31, 2023
T. Rowe Price Small-Cap Value Fund, Inc.0.04%344,382--Mar 31, 2024
ALGER FUNDS0.04%40,563--Jan 31, 2024
MFS SERIES TRUST IV0.04%124,891--Feb 29, 2024
VICTORY VARIABLE INSURANCE FUNDS0.03%16,210-2,260-12.24%Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.03%114,288-47,946-29.55%Jan 31, 2024
VANGUARD HORIZON FUNDS0.03%671,228671,228-Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.03%171,342-3,991-2.28%Mar 31, 2024
VANGUARD WORLD FUND0.02%6,098,04252,3530.87%Feb 29, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%14,398-469-3.15%Mar 31, 2024
VANGUARD INDEX FUNDS0.02%7,405,677-1,346,005-15.38%Mar 31, 2024
DRIEHAUS MUTUAL FUNDS0.02%147,069147,069-Mar 28, 2024
LORD ABBETT SECURITIES TRUST0.02%76,038--Jan 31, 2024
T. Rowe Price Equity Funds, Inc.0.01%157,555--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.01%2,513--Mar 28, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,381--Mar 31, 2024
JANUS INVESTMENT FUND0.01%2,861,430--Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.01%15,306--Mar 31, 2024
SCHWAB CAPITAL TRUST0.01%264,241-629-0.24%Jan 31, 2024
BLACKROCK MID-CAP VALUE SERIES, INC.0.01%7,609--Jan 31, 2024
MORGAN STANLEY INSTITUTIONAL FUND INC0.01%392,979--Mar 31, 2024
TIAA-CREF LIFE FUNDS0.01%15,39913,956967.15%Mar 31, 2024
FORUM FUNDS0.01%12,75512,755-Mar 31, 2024
LEGG MASON PARTNERS VARIABLE EQUITY TRUST0.00%19,422--Dec 29, 2023
LEGG MASON PARTNERS INVESTMENT TRUST0.00%219,543--Mar 28, 2024
SMALLCAP WORLD FUND INC0.00%291,701--Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%812,12918,0922.28%Feb 29, 2024
VICTORY PORTFOLIOS0.00%120,580-29,540-19.68%Mar 31, 2024
Weiss Strategic Interval Fund0.00%12,60212,602-Sep 30, 2022
FIDELITY CONTRAFUND0.00%247,700--Mar 31, 2024
UBS FUNDS0.00%17,500--Mar 31, 2024
Calvert Variable Products, Inc.0.00%9,603--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%25,672-44,242-63.28%Mar 31, 2024
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST)0.00%595,872--Feb 29, 2024
BAILLIE GIFFORD FUNDS0.00%26,609-6,720-20.16%Mar 28, 2024
BLACKROCK LARGE CAP SERIES FUNDS, INC.0.00%95,405-10,600-10.00%Feb 29, 2024
PUTNAM FUNDS TRUST0.00%438,543--Jan 31, 2024
FIDELITY DEVONSHIRE TRUST0.00%19,729--Jan 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%50,638-4,089-7.47%Mar 31, 2024
FIDELITY PURITAN TRUST0.00%75,504--Feb 29, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.00%11,200--Mar 31, 2024
PUTNAM VARIABLE TRUST0.00%43,887--Mar 31, 2024
DFA INVESTMENT DIMENSIONS GROUP INC0.00%1,146,385294,85634.63%Jan 31, 2024
Global X Funds0.00%48,505--Jan 31, 2024
Dimensional ETF Trust0.00%475,68461,14514.75%Jan 31, 2024
T. Rowe Price Spectrum Funds II, Inc.0.00%14,656--Feb 29, 2024
Securian Funds Trust0.00%10,242--Mar 31, 2024
Forethought Variable Insurance Trust0.00%4,288--Mar 28, 2024
Voya VARIABLE PORTFOLIOS INC0.00%31,865-6,991-17.99%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST III0.00%11,32311,323-Mar 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%4,590--Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%72,304720.10%Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%19,2926173.30%Mar 31, 2024
North Square Investments Trust0.00%8,133--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%480,85116,6223.58%Feb 29, 2024
Fidelity Rutland Square Trust II0.00%997,761606,108154.76%Feb 29, 2024
Ultimus Managers Trust0.00%9,094--Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 120.00%2,161--Jan 31, 2024
FIDELITY COVINGTON TRUST0.00%12,728-92,657-87.92%Mar 31, 2024
FundVantage Trust0.00%10,1488,170413.04%Mar 28, 2024
RBB FUND, INC.0.00%58,65856,8303108.86%Feb 29, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%2,4042,404-Mar 31, 2024
CLEARWATER INVESTMENT TRUST0.00%5,2845,284-Mar 28, 2024
AdvisorShares Trust0.00%2,120--Mar 28, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%34,6001,1003.28%Mar 31, 2024
Dunham Funds0.00%33,64733,647-Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.00%498,920454,1801015.15%Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND II0.00%5,2973998.15%Mar 31, 2024
Ivy Variable Insurance Portfolios0.00%7,699--Mar 28, 2024
NORTHERN FUNDS0.00%42,0144681.13%Mar 28, 2024
TIAA-CREF FUNDS0.00%842,977649,941336.69%Jan 31, 2024
IVY FUNDS0.00%85,888--Mar 28, 2024
EQ ADVISORS TRUST0.00%299,13354,09322.08%Mar 31, 2024
VANGUARD SCOTTSDALE FUNDS0.00%440,02852,18213.45%Feb 29, 2024
RYDEX SERIES FUNDS0.00%882--Dec 31, 2023
iSHARES TRUST0.00%3,393,091-169,476-4.76%Mar 31, 2024
TRUST FOR PROFESSIONAL MANAGERS0.00%63,677-540-0.84%Feb 29, 2024
OHIO NATIONAL FUND INC0.00%3,808--Mar 31, 2024
Voya INVESTORS TRUST0.00%9,2529,252-Mar 31, 2024

Sweetgreen's largest mutual fund holder by % of total assets is "Manager Directed Portfolios", owning 1.47M shares, compromising 9.01% of its total assets.

Sweetgreen Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 2495-57.40%
31 Mar, 2422314.95%
31 Dec, 2319411.49%
30 Sep, 2317412.26%
30 Jun, 231554.73%
31 Mar, 23148-8.07%
31 Dec, 2216122.90%
30 Sep, 22131-9.03%
30 Jun, 2214410.77%
31 Mar, 2213027.45%
31 Dec, 21102-

As of 30 Jun 24, 95 institutions are holding Sweetgreen's shares, representing a decrease of -57.40% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2424,130,859-72.77%
31 Mar, 2488,631,3682.73%
31 Dec, 2386,277,3142.00%
30 Sep, 2384,585,116-1.27%
30 Jun, 2385,676,5255.98%
31 Mar, 2380,844,526-5.20%
31 Dec, 2285,275,722-8.25%
30 Sep, 2292,944,37821.44%
30 Jun, 2276,535,90913.04%
31 Mar, 2267,708,7353.34%
31 Dec, 2165,518,315-

Sweetgreen (SG) has 24.13M shares outstanding as of 30 Jun 24, down -72.77% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2421.40%0.34%
31 Mar, 2479.20%1.34%
31 Dec, 2376.91%1.34%
30 Sep, 2375.80%1.28%
30 Jun, 2376.98%1.46%
31 Mar, 2372.64%1.23%
31 Dec, 2276.87%1.08%
30 Sep, 2284.21%1.73%
30 Jun, 2269.78%1.82%
31 Mar, 2261.85%1.73%
31 Dec, 2159.85%-

As of 30 Jun 24, Sweetgreen is held by 21.40% institutional shareholders, representing a 0.34% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 2466-44.07%
31 Mar, 2411820.41%
31 Dec, 2398-1.01%
30 Sep, 239911.24%
30 Jun, 238932.84%
31 Mar, 2367-30.21%
31 Dec, 229639.13%
30 Sep, 2269-30.30%
30 Jun, 229923.75%
31 Mar, 2280-17.53%
31 Dec, 2197-

66 institutional shareholders have increased their position in SG stock as of 30 Jun 24 compared to 118 in the previous quarter (a -44.07% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2416-72.41%
31 Mar, 245813.73%
31 Dec, 235154.55%
30 Sep, 233313.79%
30 Jun, 2329-9.38%
31 Mar, 233218.52%
31 Dec, 22273.85%
30 Sep, 222636.84%
30 Jun, 2219-13.64%
31 Mar, 2222-
31 Dec, 21--

16 institutional shareholders have reduced their position in SG stock as of 30 Jun 24 compared to 58 in the previous quarter (a -72.41% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 2495-57.40%24,130,859-72.77%21.40%0.34%66-44.07%16-72.41%
31 Mar, 2422314.95%88,631,3682.73%79.20%1.34%11820.41%5813.73%
31 Dec, 2319411.49%86,277,3142.00%76.91%1.34%98-1.01%5154.55%
30 Sep, 2317412.26%84,585,116-1.27%75.80%1.28%9911.24%3313.79%
30 Jun, 231554.73%85,676,5255.98%76.98%1.46%8932.84%29-9.38%
31 Mar, 23148-8.07%80,844,526-5.20%72.64%1.23%67-30.21%3218.52%
31 Dec, 2216122.90%85,275,722-8.25%76.87%1.08%9639.13%273.85%
30 Sep, 22131-9.03%92,944,37821.44%84.21%1.73%69-30.30%2636.84%
30 Jun, 2214410.77%76,535,90913.04%69.78%1.82%9923.75%19-13.64%
31 Mar, 2213027.45%67,708,7353.34%61.85%1.73%80-17.53%22-
31 Dec, 21102-65,518,315-59.85%-97---

Sweetgreen Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 06, 2024Neman Jonathandirector, officer CHIEF EXECUTIVE OFFICERS-SaleSell150,000$30.50$4.58M2,100,000
Jun 06, 2024Jammet Nicolasdirector, officer Chief Concept OfficerS-SaleSell150,000$30.50$4.58M2,100,000
Jun 06, 2024Ru Nathanieldirector, officer Chief Brand OfficerS-SaleSell150,000$30.50$4.58M2,121,899
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell3,908$30.61$119.62K121,610
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell2,700$31.36$84.67K118,910
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell200$32.18$6.44K118,710
May 23, 2024Reback Mitchofficer CHIEF FINANCIAL OFFICERS-SaleSell8,837$31.98$282.61K388,337
May 21, 2024Moon Youngme Edirector-S-SaleSell70,000$31.77$2.22M66,152

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 06, 2024Neman Jonathandirector, officer CHIEF EXECUTIVE OFFICERS-SaleSell150,000$30.50$4.58M2,100,000
Jun 06, 2024Neman Jonathandirector, officer CHIEF EXECUTIVE OFFICERM-ExemptSell150,000$0.96$144.00K125,000
Jun 06, 2024Jammet Nicolasdirector, officer Chief Concept OfficerS-SaleSell150,000$30.50$4.58M2,100,000
Jun 06, 2024Jammet Nicolasdirector, officer Chief Concept OfficerM-ExemptSell150,000$0.96$144.00K125,000
Jun 06, 2024Ru Nathanieldirector, officer Chief Brand OfficerS-SaleSell150,000$30.50$4.58M2,121,899
Jun 06, 2024Ru Nathanieldirector, officer Chief Brand OfficerM-ExemptSell150,000$0.96$144.00K125,000
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell3,908$30.61$119.62K121,610
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell2,700$31.36$84.67K118,910
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell200$32.18$6.44K118,710
May 23, 2024Reback Mitchofficer CHIEF FINANCIAL OFFICERS-SaleSell8,837$31.98$282.61K388,337
May 21, 2024Moon Youngme Edirector-S-SaleSell70,000$31.77$2.22M66,152

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 17, 2024SINGER BRADLEY Edirector-A-AwardBuy6,485--189,052
Jun 17, 2024Moon Youngme Edirector-A-AwardBuy6,485--72,637
Jun 17, 2024JARRETT VALERIE Bdirector-A-AwardBuy6,485--91,208
Jun 17, 2024BURROWS CLIFFORDdirector-A-AwardBuy6,485--106,565
Jun 17, 2024Blumenthal Neil Harrisdirector-A-AwardBuy6,485--112,637
Jun 17, 2024Bornstein Juliedirector-A-AwardBuy6,485--41,565
Jun 06, 2024Neman Jonathandirector, officer CHIEF EXECUTIVE OFFICERM-ExemptBuy150,000$0.96$144.00K2,250,000
Jun 06, 2024Neman Jonathandirector, officer CHIEF EXECUTIVE OFFICERS-SaleSell150,000$30.50$4.58M2,100,000
Jun 06, 2024Neman Jonathandirector, officer CHIEF EXECUTIVE OFFICERM-ExemptSell150,000$0.96$144.00K125,000
Jun 06, 2024Jammet Nicolasdirector, officer Chief Concept OfficerM-ExemptBuy150,000$0.96$144.00K2,250,000
Jun 06, 2024Jammet Nicolasdirector, officer Chief Concept OfficerS-SaleSell150,000$30.50$4.58M2,100,000
Jun 06, 2024Jammet Nicolasdirector, officer Chief Concept OfficerM-ExemptSell150,000$0.96$144.00K125,000
Jun 06, 2024Ru Nathanieldirector, officer Chief Brand OfficerM-ExemptBuy150,000$0.96$144.00K2,271,899
Jun 06, 2024Ru Nathanieldirector, officer Chief Brand OfficerS-SaleSell150,000$30.50$4.58M2,121,899
Jun 06, 2024Ru Nathanieldirector, officer Chief Brand OfficerM-ExemptSell150,000$0.96$144.00K125,000
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell3,908$30.61$119.62K121,610
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell2,700$31.36$84.67K118,910
May 28, 2024Gemperle Adrienneofficer CHIEF PEOPLE OFFICERS-SaleSell200$32.18$6.44K118,710
May 23, 2024Reback Mitchofficer CHIEF FINANCIAL OFFICERS-SaleSell8,837$31.98$282.61K388,337
May 21, 2024Moon Youngme Edirector-S-SaleSell70,000$31.77$2.22M66,152

The last insider sell of Sweetgreen's stock was made by Neman Jonathan on Jun 06 2024, selling 150,000 shares at $30.50 per share (valued at $4.58M).

Sweetgreen Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 20311--
Q2 2024122157.14%
Q1 2024121770.59%
Q4 202392339.13%
Q3 202361637.50%
Q2 202398112.50%
Q1 2023119122.22%
Q4 202231520.00%
Q3 2022-11-
Q2 202271700.00%
Q4 202111013382.71%
Q3 20212525100.00%
Q2 2021132650.00%
Q1 2021-17-
Q4 20192--
Q3 20194--
Q2 201951500.00%
Q1 201991900.00%
Q4 20185955.56%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Sweetgreen's insiders, as of Q4 2031.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q4 2031---
Q2 2024-15-
Q1 2024-13-
Q4 2023-14-
Q3 2023-10-
Q2 2023-7-
Q1 2023-8-
Q4 2022-12-
Q3 2022-9-
Q2 2022---
Q4 20213--
Q3 2021---
Q2 2021---
Q1 2021---
Q4 20192--
Q3 20193--
Q2 2019---
Q1 2019---
Q4 20185--

As of Q4 2031, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Sweetgreen's stocks.

Sweetgreen Peer Ownership


TickerCompany
WINGWingstop Inc.
BLMNBloomin' Brands, Inc.
EATBrinker International, Inc.
WENThe Wendy's Company
CHUYChuy's Holdings, Inc.
CNNECannae Holdings, Inc.
DENNDenny's Corporation
JACKJack in the Box Inc.
DPZDomino's Pizza, Inc.
BJRIBJ's Restaurants, Inc.
PZZAPapa John's International, Inc.
BROSDutch Bros Inc.
CMGChipotle Mexican Grill, Inc.
BHBiglari Holdings Inc.
SHAKShake Shack Inc.

SG Ownership FAQ


Sweetgreen is owned by institutional shareholders (21.40%), insiders (2.87%), and public (75.73%). The largest institutional shareholder of Sweetgreen is BAILLIE GIFFORD & CO (10.93% of total shares) and the top mutual fund owner is Manager Directed Portfolios (9.01% of total shares).

Sweetgreen's major institutional shareholders are BAILLIE GIFFORD & CO, FMR LLC, VANGUARD GROUP INC, BLACKROCK INC., and INVESCO LTD.. The top five shareholders own together 38.13% of the company's share outstanding.

As of Jun 2024, there are 95 institutional shareholders of Sweetgreen.

BAILLIE GIFFORD & CO owns 12.33M shares of Sweetgreen, representing 10.93% of the company's total shares outstanding, valued at $371.52M (as of Jun 2024).

As of Jun 2024, FMR LLC holds 10.97M shares of Sweetgreen (SG), compromising 9.73% of the company, valued at $330.64M.

VANGUARD GROUP INC is the third largest holder of Sweetgreen. The company owns 9.03M of the company's shares outstanding (worth $272.14M).