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Disclosery

SG SWEETGREEN INC

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COM CL A (common), issuer CIK 1477815

287 managers (294 13F filers) reported a position in SG shares at 2024-12-31, 102,033,359 shares in all. 46 filers opened a position and 42 filers sold out during the quarter.

Managers
287
13F filers
294
New
46
Added
112
Reduced
82
Sold out
42
Shares held by filers
102,033,359

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Forum Financial Management, LPin group Forum Financial Management, LP8,112$260K<0.01%+1,20913F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,799$250K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…7,702$247K<0.01%-45513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,285$234K<0.01%-26613F-HRTimelineGroup
XPONANCE LLC7,185$230K<0.01%+70213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS7,100$228K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,886$221K<0.01%+3,96513F-HRTimelineGroup
LVW Advisors, LLC6,699$215K0.03%+23613F-HRTimeline
Valeo Financial Advisors, LLC6,680$214K0.01%new13F-HRTimeline
Obermeyer Wealth Partners6,329$203K0.01%-20013F-HRTimeline
MACKENZIE FINANCIAL CORP6,269$201K<0.01%013F-HR/ATimeline
State of Wyoming5,534$177K0.02%+2,74113F-HRTimeline
KBC Group NVin group KBC Group NV5,161$165K<0.01%+2,03413F-HRTimelineGroup
Point72 Asia (Singapore) Pte. Ltd.4,518$145K0.04%-93313F-HRTimeline
Asset Dedication, LLC4,500$144K0.01%013F-HRTimeline
Fund 1 Investments, LLCin group Fund 1 Investments, LLC4,375$140K0.02%new13F-HRTimelineGroup
Sachetta, LLC4,324$139K0.05%+1,18213F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.4,065$130K<0.01%-31013F-HRTimelineGroup
AdvisorShares Investments LLC3,882$124K0.02%-33813F-HRTimeline
AMALGAMATED BANK3,436$110K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD2,604$83.5K0.03%new13F-HRTimeline
Generali Investments Towarzystwo Fundus…in group Generali Powszechne Towarzyst…2,400$76.9K0.04%new13F-HRTimelineGroup
Thematics Asset Management2,152$69K<0.01%new13F-HRTimeline
Wilmington Savings Fund Society, FSB1,926$61.7K<0.01%new13F-HRTimeline
Denver PWM, LLC1,867$59.9K0.02%new13F-HRTimeline
Millstone Evans Group, LLC1,650$52.9K0.04%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,574$50.5K<0.01%+49413F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,514$49K<0.01%+20713F-HRTimelineGroup
Cornerstone Planning Group LLC1,614$48.7K0.01%-30013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,348$43.2K<0.01%+6013F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC1,226$39.3K<0.01%+5013F-HRTimeline
Headlands Technologies LLC1,216$39K<0.01%+74113F-HRTimeline
Steward Partners Investment Advisory, L…1,028$33K<0.01%+1,00013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.737$23.6K<0.01%+29113F-HRTimelineGroup
Federation des caisses Desjardins du Qu…700$22.4K<0.01%013F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)681$21.6K<0.01%+63713F-HRTimeline
Van Hulzen Asset Management, LLC500$16K<0.01%new13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP405$13K<0.01%013F-HRTimeline
Addison Advisors LLC400$12.8K<0.01%013F-HRTimeline
Fortitude Family Office, LLC360$11.5K<0.01%013F-HRTimeline
Matrix Trust Co349$11K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.323$10.4K<0.01%13F-HRTimeline
GAMMA Investing LLC273$8.75K<0.01%+22013F-HRTimeline
Clearstead Advisors, LLC267$8.56K<0.01%-8913F-HRTimeline
MAI Capital Management262$8.41K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/262$8.4K<0.01%-10413F-HRTimelineGroup
Pacific Capital Wealth Advisors, Inc.221$7.08K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC207$6.64K<0.01%13F-HRTimeline
North Star Investment Management Corp.200$6.41K<0.01%013F-HRTimeline
Eagle Bay Advisors LLC200$6.41K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$6.41K0.01%13F-HRTimeline
Twin Tree Management, LP179$5.74K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC173$5.55K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC161$5.16K<0.01%+213F-HRTimeline
Allworth Financial LP172$5.02K<0.01%+16713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP152$4.87K<0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC128$4.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC111$3.58K<0.01%+213F-HRTimeline
ROTHSCHILD INVESTMENT LLC110$3.53K<0.01%+1013F-HRTimeline
Sterling Capital Management LLC101$3.24K<0.01%013F-HRTimeline
DANSKE BANK A/S100$3.21K<0.01%-1,20013F-HRTimeline
Global Retirement Partners, LLC100$3.21K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC99$3.17K<0.01%+9213F-HRTimeline
Avior Wealth Management, LLC96$3.08K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC105$3K<0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC67$2.15K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.46$1.48K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42$1.35K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…40$1.28K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…39$1.25K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.34$1.1K<0.01%-10013F-HRTimelineGroup
Horrell Capital Management, Inc.25$1K<0.01%+713F-HRTimeline
Larson Financial Group LLC16$513<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC14$449<0.01%new13F-HRTimelineGroup
Aventura Private Wealth, LLC13$417<0.01%13F-HRTimeline
SIGNATUREFD, LLC11$353<0.01%+713F-HRTimeline
Riggs Asset Managment Co. Inc.11$349<0.01%013F-HRTimeline
Crewe Advisors LLC10$321<0.01%013F-HRTimeline
IFP Advisors, Inc8$243<0.01%+413F-HRTimeline
Coppell Advisory Solutions LLC7$222<0.01%new13F-HRTimeline
True Wealth Design, LLC4$129<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4$128<0.01%new13F-HRTimelineGroup
West Branch Capital LLC2$65<0.01%013F-HRTimeline
MATHER GROUP, LLC.2$64<0.01%013F-HRTimeline
Capital A Wealth Management, LLC2$64<0.01%13F-HRTimeline
Covestor Ltd5$00%-213F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • MILLENNIUM MANAGEMENT LLC and 3 other reporting persons reported 5,811,404 SG shares, 5.4% of the class, as of 2026-09-29, in a 13G/A filed 2026-10-06. 0001104659-26-114138

    Accepted , ingested

  • MILLENNIUM MANAGEMENT LLC and 2 other reporting persons reported 5,992,942 SG shares, 5.6% of the class, as of 2026-09-22, in a 13G filed 2026-09-29. 0001104659-26-112041

    Accepted , ingested