DaveManuel.com · Institutional Ownership · Who Owns It
SWEETGREEN INC (SG)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
244
Reporting holders
$979.8M
Reported value
10.1%
Calls
3.6%
Puts
+10
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | $89.5M | 10,156,071 | 0.08% | 16q | -1.5%-$1.4M |
| BlackRock, Inc. | $73.3M | 8,324,234 | 0.00% | 8q | +8.0%+$5.4M |
| GOLDMAN SACHS GROUP INC | $48.1M incl. $17.6M options CALL | 3,457,608 | 0.00% | 19q | -12.7%-$7.0M |
| Woodson Capital Management, LP | $46.7M | 5,300,000 | 7.82% | 5q | -20.9%-$12.3M |
| Greenhouse Funds LLLP | $44.6M | 5,066,028 | 2.28% | 5q | HELD |
| VANGUARD CAPITAL MANAGEMENT LLC | $38.7M | 4,389,769 | 0.00% | 2q | +1.8%+$681.8K |
| CITADEL ADVISORS LLC | $34.2M incl. $16.6M options CALL+PUT | 2,006,229 | 0.00% | 19q | +117.7%+$18.5M |
| Point72 Asset Management, L.P. | $30.9M incl. $1.9M options CALL+PUT | 3,289,777 | 0.03% | 4q | +165.4%+$19.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30.2M incl. $22.9M options CALL+PUT | 831,702 | 0.00% | 19q | +83.2%+$13.7M |
| FMR LLC | $29.8M | 3,379,698 | 0.00% | 19q | +11.4%+$3.0M |
| JANE STREET GROUP, LLC | $28.2M CALL+PUT | options only | 0.00% | 18q | OPTIONS |
| FEDERATED HERMES, INC. | $25.3M | 2,868,905 | 0.04% | 4q | -26.7%-$9.2M |
| NEUBERGER BERMAN GROUP LLC | $25.2M | 2,865,116 | 0.02% | 19q | -51.1%-$26.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $25.1M | 2,845,293 | 0.00% | 2q | +4.0%+$965.6K |
| GEODE CAPITAL MANAGEMENT, LLC | $23.8M | 2,703,498 | 0.00% | 18q | +8.2%+$1.8M |
| BANK OF AMERICA CORP /DE/ | $23.0M | 2,606,063 | 0.00% | 19q | +182.9%+$14.8M |
| STATE STREET CORP | $22.5M | 2,550,635 | 0.00% | 18q | +6.2%+$1.3M |
| GROUP ONE TRADING LLC | $17.4M incl. $13.2M options CALL+PUT | 480,660 | 0.02% | 18q | +48.3%+$5.7M |
| Nuveen, LLC | $14.7M | 1,667,090 | 0.00% | 6q | +583.9%+$12.5M |
| UBS Group AG | $14.0M | 1,589,892 | 0.00% | 19q | -17.6%-$3.0M |
| IMC-Chicago, LLC | $14.0M incl. $12.0M options CALL+PUT | 220,597 | 0.00% | 9q | -20.2%-$3.5M |
| Balyasny Asset Management L.P. | $13.7M | 1,550,368 | 0.02% | new | NEW |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $12.9M | 1,467,675 | 0.01% | 7q | -0.6%-$80.5K |
| MILLENNIUM MANAGEMENT LLC | $11.0M incl. $192.1K options PUT | 1,225,089 | 0.00% | 14q | -66.7%-$22.0M |
| Ibex Investors LLC | $9.9M | 1,123,000 | 5.10% | 4q | +1.8%+$176.2K |
| SIMPLEX TRADING, LLC | $9.7M incl. $7.8M options CALL+PUT | 209,173 | 0.01% | 19q | +15.0%+$1.3M |
| MAPLELANE CAPITAL, LLC | $9.3M | 1,050,200 | 0.17% | 4q | -28.2%-$3.6M |
| TUDOR INVESTMENT CORP ET AL | $9.1M | 1,033,063 | 0.01% | 9q | +73.2%+$3.8M |
| Portolan Capital Management, LLC | $9.1M | 1,029,016 | 0.34% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $8.5M | 959,781 | 0.01% | 12q | +14.9%+$1.1M |
| NORTHERN TRUST CORP | $8.1M | 918,974 | 0.00% | 19q | +7.0%+$532.7K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $8.0M | 905,221 | 0.00% | 18q | +5.1%+$388.6K |
| DIMENSIONAL FUND ADVISORS LP | $8.0M | 905,274 | 0.00% | 14q | -3.7%-$304.5K |
| AQR CAPITAL MANAGEMENT LLC | $7.8M | 883,604 | 0.00% | 3q | +93.5%+$3.8M |
| PRINCIPAL FINANCIAL GROUP INC | $7.8M | 881,877 | 0.00% | new | NEW |
| Walleye Trading LLC | $7.4M incl. $4.8M options CALL+PUT | 297,952 | 0.01% | 15q | -7.4%-$587.0K |
| MORGAN STANLEY | $7.4M | 835,771 | 0.00% | 19q | -65.2%-$13.8M |
| VANGUARD FIDUCIARY TRUST CO | $6.5M | 737,276 | 0.00% | 2q | +1.6%+$104.6K |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $6.2M | 707,859 | 0.01% | new | NEW |
| MARSHALL WACE, LLP | $5.7M | 650,242 | 0.00% | 6q | -12.2%-$795.3K |
| Jump Financial, LLC | $5.0M | 570,214 | 0.04% | 3q | -12.5%-$716.6K |
| Granahan Investment Management, LLC | $4.9M | 559,643 | 0.18% | 2q | +97.3%+$2.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $4.6M | 517,202 | 0.00% | new | NEW |
| CITIGROUP INC | $3.9M | 437,195 | 0.00% | 18q | -2.6%-$104.7K |
| RAYMOND JAMES FINANCIAL INC | $3.5M | 398,513 | 0.00% | 7q | -9.0%-$347.6K |
| JPMORGAN CHASE & CO | $3.3M incl. $7.7K options CALL | 384,252 | 0.00% | 19q | +639.2%+$2.8M |
| Susquehanna Portfolio Strategies, LLC | $3.3M | 369,790 | 0.05% | 4q | +703.4%+$2.9M |
| Cresset Asset Management, LLC | $3.1M | 356,837 | 0.01% | 9q | +23.5%+$599.2K |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $2.9M | 329,058 | 0.02% | 18q | +10.0%+$264.2K |
| Verition Fund Management LLC | $2.9M | 327,000 | 0.01% | 11q | +1443.0%+$2.7M |
| Bank of New York Mellon Corp | $2.8M | 316,888 | 0.00% | 18q | +13.6%+$333.2K |
| CERTUITY, LLC | $2.6M | 300,000 | 0.13% | 5q | -0.8%-$22.0K |
| Divisadero Street Capital Management, LP | $2.5M | 288,601 | 0.06% | 4q | +5.6%+$135.1K |
| Quantinno Capital Management LP | $2.4M | 268,554 | 0.00% | 4q | +38.6%+$659.0K |
| D. E. Shaw & Co., Inc. | $2.3M CALL | options only | 0.00% | 5q | OPTIONS |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $2.2M | 253,604 | 0.14% | new | NEW |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.0M | 222,748 | 0.00% | 19q | +0.9%+$17.2K |
| ARMISTICE CAPITAL, LLC | $1.9M | 210,526 | 0.02% | new | NEW |
| Swiss National Bank | $1.7M | 198,400 | 0.00% | 15q | -5.4%-$99.6K |
| NOMURA HOLDINGS INC | $1.7M incl. $1.5M options CALL+PUT | 28,055 | 0.00% | 3q | +17.6%+$256.6K |
| Invesco Ltd. | $1.7M | 194,822 | 0.00% | 16q | +8.7%+$136.7K |
| PEAK6 LLC | $1.7M incl. $1.2M options CALL+PUT | 58,337 | 0.00% | 7q | -92.2%-$19.9M |
| Lotus Technology Management, LP | $1.6M | 168,200 | 1.95% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.5M | 174,568 | 0.00% | 19q | +19.7%+$253.6K |
| XTX Topco Ltd | $1.5M | 167,504 | 0.02% | new | NEW |
| STIFEL FINANCIAL CORP | $1.4M | 159,577 | 0.00% | 8q | +92.2%+$674.3K |
| Corient Private Wealth LP | $1.4M | 157,133 | 0.00% | 2q | HELD |
| Walleye Capital LLC | $1.3M incl. $662.5K options CALL+PUT | 74,464 | 0.00% | 14q | +31.2%+$313.5K |
| GSA CAPITAL PARTNERS LLP | $1.3M | 149,176 | 0.08% | 2q | -50.4%-$1.3M |
| IEQ CAPITAL, LLC | $1.3M | 143,559 | 0.01% | 2q | +329.8%+$970.5K |
| Crawford Fund Management, LLC | $1.2M PUT | options only | 0.19% | 11q | OPTIONS |
| CAPITAL FUND MANAGEMENT S.A. | $1.2M CALL | options only | 0.01% | 7q | OPTIONS |
| BANK OF MONTREAL /CAN/ | $1.2M incl. $585.0K options PUT | 66,428 | 0.00% | 4q | HELD |
| Brevan Howard Capital Management LP | $1.2M | 132,690 | 0.01% | 6q | -20.1%-$294.0K |
| RHUMBLINE ADVISERS | $1.2M | 132,167 | 0.00% | 18q | +5.2%+$57.6K |
| CANADA PENSION PLAN INVESTMENT BOARD | $1.1M | 123,900 | 0.00% | 4q | +222.7%+$753.3K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.1M | 121,546 | 0.00% | 18q | +20.3%+$180.7K |
| Atika Capital Management LLC | $1.1M | 120,000 | 0.07% | new | NEW |
| WELLS FARGO & COMPANY/MN | $1.0M | 116,300 | 0.00% | 19q | +98.9%+$509.5K |
| DEUTSCHE BANK AG\ | $1.0M | 116,285 | 0.00% | 18q | -82.2%-$4.7M |
| BROWN ADVISORY INC | $986.1K | 111,932 | 0.00% | 17q | HELD |
| Fortis Group Advisors, LLC | $977.0K | 110,891 | 0.16% | new | NEW |
| Voleon Capital Management LP | $938.4K | 106,517 | 0.02% | 4q | -44.6%-$754.9K |
| FIRST MANHATTAN CO. LLC. | $935.6K | 106,200 | 0.00% | 19q | -80.1%-$3.8M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $880.2K | 99,905 | 0.00% | 9q | +61.8%+$336.1K |
| Employees Retirement System of Texas | $803.0K | 91,154 | 0.01% | 11q | HELD |
| Clear Harbor Asset Management, LLC | $758.0K | 86,040 | 0.05% | 11q | -5.0%-$39.6K |
| Legal & General Group Plc | $728.9K | 82,739 | 0.00% | 19q | +9.1%+$61.0K |
| AMERICAN CENTURY COMPANIES INC | $692.4K | 78,598 | 0.00% | 2q | +616.2%+$595.8K |
| LPL Financial LLC | $688.7K | 78,171 | 0.00% | 8q | -18.6%-$157.2K |
| ACADIAN ASSET MANAGEMENT LLC | $675.0K | 77,022 | 0.00% | 5q | +84.1%+$308.4K |
| Engineers Gate Manager LP | $665.9K | 75,582 | 0.01% | 3q | -56.5%-$863.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $607.9K | 69,003 | 0.00% | 2q | HELD |
| BOOTHBAY FUND MANAGEMENT, LLC | $563.9K | 64,009 | 0.01% | 2q | +124.2%+$312.4K |
| MetLife Investment Management, LLC | $553.8K | 62,857 | 0.00% | 16q | +12.4%+$60.9K |
| Pathstone Holdings, LLC | $541.2K | 61,435 | 0.00% | 11q | HELD |
| ALLIANCEBERNSTEIN L.P. | $527.7K | 101,667 | 0.00% | 17q | HELD |
| Curated Wealth Partners LLC | $476.6K | 54,103 | 0.06% | 12q | HELD |
| Creative Planning | $457.2K | 51,898 | 0.00% | 3q | -43.3%-$348.5K |
| Cerity Partners LLC | $432.1K | 49,048 | 0.00% | 15q | +47.6%+$139.4K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-20 | 13G/A | BAILLIE GIFFORD & CO | 8.0% |
| 2026-10-16 | 13G | D. E. Shaw & Co., L.P.with 2 co-filers | 5.1% |
| 2026-10-06 | 13G/A | Millennium Management LLCwith 3 co-filers | 5.4% |
| 2026-09-29 | 13G | Millennium Management LLCwith 2 co-filers | 5.6% |
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-31 | 2026-08-27 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-18 | Cochran Jason Miles | Chief Operating Officer | Sold | 15,038 | $120.2K |
| 2026-05-18 | Cochran Jason Miles | Chief Operating Officer | Sold | 15,038 | $120.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 31 | $2.5M | 275,325 | 5 | 8 | 5 | 0.0% |
| Q2 2026 | 244 | $979.8M | 96,044,185 | 44 | 81 | 53 | 13.7% |
| Q1 2026 | 234 | $555.3M | 95,450,199 | 45 | 65 | 62 | 11.5% |
| Q4 2025 | 241 | $776.7M | 95,724,091 | 60 | 68 | 56 | 16.7% |
| Q3 2025 | 243 | $936.1M | 95,783,197 | 51 | 75 | 69 | 18.4% |
| Q2 2025 | 261 | $1.9B | 110,491,160 | 61 | 99 | 67 | 11.9% |
| Q1 2025 | 263 | $3.0B | 113,352,835 | 44 | 94 | 80 | 5.7% |
| Q4 2024 | 299 | $3.5B | 102,097,464 | 46 | 109 | 79 | 6.4% |
| Q3 2024 | 281 | $3.9B | 102,398,025 | 75 | 105 | 62 | 7.0% |
| Q2 2024 | 248 | $3.1B | 96,492,541 | 76 | 83 | 59 | 6.1% |
| Q1 2024 | 205 | $2.5B | 92,094,030 | 64 | 48 | 53 | 6.0% |
| Q4 2023 | 182 | $1.1B | 88,370,253 | 38 | 55 | 39 | 5.3% |
| Q3 2023 | 162 | $1.0B | 84,585,209 | 35 | 58 | 26 | 5.2% |
| Q2 2023 | 145 | $1.1B | 85,671,917 | 32 | 50 | 28 | 4.4% |
| Q1 2023 | 137 | $770.7M | 95,532,976 | 24 | 38 | 30 | 2.8% |
| Q4 2022 | 150 | $753.4M | 85,275,697 | 46 | 45 | 33 | 3.0% |
| Q3 2022 | 118 | $1.8B | 139,904,014 | 24 | 39 | 26 | 2.2% |
| Q2 2022 | 133 | $847.9M | 71,233,726 | 51 | 47 | 16 | 2.1% |
| Q1 2022 | 118 | $2.2B | 66,648,411 | 52 | 26 | 23 | 3.1% |
| Q4 2021 | 96 | $2.0B | 63,946,999 | 88 | 0 | 0 | 0.5% |
| Q1 2021 | 1 | $3.3M | 44,361 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 21 | $415.2M | 33,234,938 | 5 | 7 | 3 | 0.0% |
| Q3 2020 | 19 | $115.4M | 9,979,966 | 12 | 1 | 3 | 0.0% |
| Q2 2020 | 12 | $12.8M | 1,456,017 | 0 | 1 | 2 | 19.6% |
| Q1 2020 | 14 | $18.8M | 1,753,394 | 3 | 5 | 1 | 20.9% |
| Q4 2019 | 14 | $16.1M | 1,374,891 | 5 | 0 | 4 | 25.2% |
| Q3 2019 | 13 | $16.6M | 1,591,434 | 5 | 0 | 3 | 22.7% |
| Q2 2019 | 8 | $25.9M | 1,785,343 | 1 | 0 | 3 | 20.5% |
| Q1 2019 | 8 | $28.2M | 1,688,295 | 0 | 1 | 2 | 21.8% |
| Q4 2018 | 8 | $28.7M | 1,698,910 | 2 | 0 | 0 | 21.5% |