SG — SWEETGREEN INC
As of Q2 2026, 32 SEC-registered investment managers reported holding SG (SWEETGREEN INC) in their latest 13F filings, with a combined reported value of $463.86M across 52.83M shares. That is +11.4% by share count (+5.39M shares) versus the previous quarter, while reported value moved +89.0%. Ownership is concentrated: the five largest holders account for 59.5% of reported value and the top ten for 82.0%.
Compared with the prior quarter, 4 opened new positions, 18 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
SG is classified in the Consumer Discretionary sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Baillie Gifford & Co history | Q2 2026 | 10.16M | $89.47M | 0.08% | Reduce |
| BlackRock Inc history | Q2 2026 | 8.32M | $73.34M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 9.52M | $64.35M | 0.00% | Reduce |
| MFS Investment Management history | Q1 2025 | 2.51M | $62.91M | 0.02% | Add |
| Lone Pine Capital history | Q2 2023 | 4.56M | $58.41M | 0.54% | Hold |
| Goldman Sachs Group history | Q2 2026 | 5.46M | $48.08M | 0.00% | Add |
| Steadfast Capital Management history | Q2 2025 | 2.82M | $41.97M | 0.75% | Add |
| Citadel Advisors history | Q2 2026 | 3.89M | $34.23M | 0.00% | Add |
| Point72 Asset Management history | Q2 2026 | 3.51M | $30.88M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.38M | $29.78M | 0.00% | Add |
| Geode Capital Management history | Q2 2026 | 2.70M | $23.82M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 2.61M | $22.96M | 0.00% | Add |
| Renaissance Technologies history | Q4 2024 | 555.80K | $17.82M | 0.03% | Reduce |
| Davidson Kempner Capital Management history | Q2 2024 | 575.00K | $17.33M | 0.40% | Add |
| UBS Group AG history | Q2 2026 | 1.59M | $14.01M | 0.00% | Reduce |
| Balyasny Asset Management history | Q2 2026 | 1.55M | $13.66M | 0.02% | New |
| Millennium Management history | Q2 2026 | 1.25M | $10.99M | 0.00% | Reduce |
| Two Sigma Investments history | Q2 2026 | 959.78K | $8.46M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 918.97K | $8.10M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 905.22K | $7.97M | 0.00% | Add |
New Positions (Q2 2026)
- Balyasny Asset Management 1.55M sh · $13.66M
- Principal Global Investors 881.88K sh · $7.77M
- Wellington Management Group 517.20K sh · $4.56M
- JPMorgan Chase & Co 900 sh · $7.70K
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 47.17K sh · $244.56K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Baillie Gifford & Co | — | — | — | 2.15M | 5.29M | 5.25M | 9.10M | 12.01M | 11.59M | 11.60M | 12.33M | 11.96M | 11.32M | 11.71M | 13.00M | 11.06M | 10.67M | 10.32M | 10.16M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | 7.43M | 7.70M | 7.49M | 7.48M | 7.70M | 7.82M | 7.71M | 8.32M |
| Goldman Sachs Group | 555.24K | 159.10K | 18.36K | 230.00K | 274.51K | 53.69K | 179.61K | 582.42K | 537.67K | 370.20K | 518.73K | 903.74K | 887.77K | 887.49K | 969.14K | 1.49M | 1.86M | 3.96M | 5.46M |
| Citadel Advisors | 529.05K | 362.10K | 829.58K | 675.14K | 573.92K | 863.17K | 2.05M | 2.66M | 2.55M | 1.25M | 1.63M | 2.22M | 1.97M | 3.00M | 2.79M | 6.35M | 4.16M | 2.85M | 3.89M |
| Point72 Asset Management | — | — | — | 121.41K | 36.70K | 235.30K | 673.15K | 1.20M | 1.22M | 113.63K | 33.90K | 915.75K | 1.15M | 1.11M | — | 67.45K | 191.80K | 1.45M | 3.51M |
| Fidelity Management & Research (FMR) | 12.70M | 13.95M | 14.35M | 14.50M | 14.60M | 14.69M | 14.73M | 14.81M | 14.16M | 14.70M | 10.97M | 9.77M | 10.10M | 15.18M | 6.42M | 10.37K | 29.74K | 3.03M | 3.38M |
| Geode Capital Management | — | 168.87K | 222.48K | 1.34M | 1.40M | 1.48M | 1.67M | 1.88M | 1.99M | 2.05M | 2.13M | 2.25M | 2.28M | 2.37M | 2.42M | 2.44M | 2.45M | 2.50M | 2.70M |
| Bank of America Corp | 50.84K | 237.11K | 171.05K | 1.09M | 74.69K | 500.04K | 28.09K | 59.24K | 149.45K | 413.58K | 391.06K | 604.85K | 883.16K | 1.86M | 1.01M | 1.28M | 1.79M | 921.28K | 2.61M |
| UBS Group AG | 103.12K | 30.19K | 199.28K | 132.84K | 95.41K | 101.25K | 30.08K | 50.03K | 131.93K | 137.90K | 122.50K | 287.13K | 428.57K | 726.45K | 1.27M | 1.39M | 1.25M | 1.93M | 1.59M |
| Balyasny Asset Management | — | — | 396.68K | — | — | 452.71K | 23.75K | — | — | — | — | — | — | 1.99M | 125.00K | — | 78.05K | — | 1.55M |
| Millennium Management | 61.16K | 6.83K | 190.84K | — | — | 162.07K | 1.54M | 1.48M | 1.61M | 449.66K | 127.42K | 501.36K | 648.28K | 2.79M | 3.13M | 1.45M | 4.48M | 3.70M | 1.25M |
| Two Sigma Investments | — | — | 340.74K | — | 419.04K | 532.24K | — | 567.58K | 764.46K | 1.09M | 1.89M | 1.73M | 753.24K | 1.09M | 1.94M | 1.27M | 1.72M | 899.56K | 959.78K |
| Northern Trust Corp | 37.64K | 153.31K | 179.79K | 956.30K | 971.00K | 807.16K | 833.94K | 867.50K | 889.67K | 870.18K | 848.20K | 876.51K | 941.96K | 910.62K | 896.52K | 1.04M | 835.58K | 858.51K | 918.97K |
| Charles Schwab Investment Management | — | 93.61K | 96.85K | 570.44K | 587.25K | 586.70K | 608.62K | 715.91K | 731.37K | 738.94K | 766.04K | 830.25K | 849.51K | 835.87K | 865.88K | 771.58K | 892.55K | 861.12K | 905.22K |
| AQR Capital Management | — | — | — | — | — | — | — | — | — | — | 11.49K | 73.83K | 78.92K | 13.23K | 14.07K | — | 58.84K | 456.73K | 883.60K |
| Principal Global Investors | — | — | — | 12.64K | 10.61K | — | 11.37K | 10.99K | 11.43K | 12.76K | 218.28K | 150.51K | 102.13K | 8.13K | — | — | — | — | 881.88K |
| Morgan Stanley | 729.95K | 139.30K | 177.79K | 202.57K | 355.85K | 366.85K | 508.57K | 883.13K | 906.13K | 860.09K | 836.95K | 1.13M | 772.63K | 1.67M | 2.66M | 1.86M | 3.85M | 2.40M | 835.77K |
| Marshall Wace | 48.07K | — | 40.88K | 91.01K | 1.01M | 2.54M | 1.75M | 671.16K | 826.25K | 482.28K | 369.77K | — | — | 418.96K | 256.67K | 3.92M | 538.14K | 740.51K | 650.24K |
| Wellington Management Group | — | — | — | 633.24K | — | 710.16K | 860.65K | 843.38K | — | 1.88M | 3.17M | 3.41M | 4.43M | 5.76M | 5.90M | 1.06M | — | — | 517.20K |
| Citigroup Inc | — | 2.52K | 849 | 1.33K | 1.80K | 1.22K | 71.37K | 2.01K | 13.72K | 23.25K | 23.89K | 75.68K | 88.36K | 81.41K | 302.21K | 531.17K | 594.65K | 449.08K | 437.19K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details