Sweetgreen Inc (SG) Ownership

24.52 ↑1.76 (7.73%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

FMR Inc is the biggest individual institutional holder of Sweetgreen Inc (SG), owning a total of 14.2 million shares. Combined, the top 42 institutional holders of SG own 97.52% of the company with a total of 109.8 million shares.

In the latest ownership report on December 31st 2023, the top 42 institutional holders increased their combined ownership of SG by 3 million shares. 13 institutions bought 4,412,918 total additional shares and increased their ownership by an average of 90.10%. However 4 institutions sold 1,436,550 total shares and decreased their ownership by an average of 5.12%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Sweetgreen increased by a net total of 2,976,368 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	12.537%	-4.362%	14,164,138	-645,974	2023-12-31
Baillie Gifford & Co Limited.	10.261%	-3.475%	11,592,537	-417,392	2023-12-31
Vanguard Group Inc	7.391%	2.763%	8,350,552	224,522	2023-12-31
BlackRock Inc	6.266%	7.928%	7,079,080	520,008	2023-12-31
Anchorage Advisors, LLC	3.032%	0.000%	3,425,227	0	2023-12-31
Neuberger Berman Group LLC	2.891%	7.670%	3,266,631	232,699	2023-12-31
Spyglass Capital Management LLC	2.341%	-12.167%	2,645,028	-366,384	2023-12-31
Radcliff Management LLC	1.885%	0.000%	2,129,363	0	2023-12-31
Amvescap Plc.	1.809%	22.055%	2,044,159	369,368	2023-12-31
State Street Corporation	1.779%	3.480%	2,009,956	67,586	2023-12-31
Geode Capital Management, LLC	1.761%	5.707%	1,989,688	107,413	2023-12-31
Dimensional Fund Advisors, Inc.	1.531%	38.069%	1,729,983	476,998	2023-12-31
Millennium Management LLC	1.426%	8.658%	1,611,338	128,395	2023-12-31
First Manhattan Co. LLC	1.230%	-0.487%	1,389,450	-6,800	2023-12-31
JPMorgan Chase & Co	0.975%	779.346%	1,101,575	976,303	2023-12-31
Goldman Sachs Group Inc	0.952%	84.634%	1,075,348	492,926	2023-12-31
Portolan Capital Management, LLC	0.870%	185.304%	983,253	638,620	2023-12-31
Morgan Stanley - Brokerage Accounts	0.802%	2.604%	906,127	22,997	2023-12-31
Marshall Wace Asset Management Ltd	0.735%	23.107%	826,248	155,083	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
FMR Inc	12.537%	-4.362%	14,164,138	-645,974	2023-12-31
Baillie Gifford & Co Limited.	10.261%	-3.475%	11,592,537	-417,392	2023-12-31
Vanguard Group Inc	7.391%	2.763%	8,350,552	224,522	2023-12-31
T. Rowe Price Associates, Inc.	6.673%	-42.867%	7,436,584	-5,579,723	2022-12-31
BlackRock Inc	6.266%	7.928%	7,079,080	520,008	2023-12-31
Lone Pine Capital LLC	4.053%	0.000%	4,556,503	0	2023-06-30
Anchorage Advisors, LLC	3.032%	0.000%	3,425,227	0	2023-12-31
Neuberger Berman Group LLC	2.891%	7.670%	3,266,631	232,699	2023-12-31
HHG PLC	2.599%	-11.998%	2,922,362	-398,432	2023-06-30
Durable Capital Partners LP	2.529%	69.324%	2,802,281	1,147,298	2022-09-30
UBS Asset Mgmt Americas Inc	2.482%	0.000%	2,790,652	0	2023-06-30
Franklin Resources Inc	2.478%	-13.163%	2,761,845	-418,661	2022-12-31
Spyglass Capital Management LLC	2.341%	-12.167%	2,645,028	-366,384	2023-12-31
Lord, Abbett & Co LLC	2.124%	478.459%	2,360,679	1,952,581	2022-09-30
Revolution Growth Management Company, Inc.	2.029%	-34.472%	2,281,141	-1,200,000	2023-09-30
Radcliff Management LLC	1.885%	0.000%	2,129,363	0	2023-12-31
Citadel Advisors Llc	1.833%	38.718%	2,070,420	577,886	2023-09-30
Amvescap Plc.	1.809%	22.055%	2,044,159	369,368	2023-12-31
State Street Corporation	1.779%	3.480%	2,009,956	67,586	2023-12-31
Geode Capital Management, LLC	1.761%	5.707%	1,989,688	107,413	2023-12-31
Dimensional Fund Advisors, Inc.	1.531%	38.069%	1,729,983	476,998	2023-12-31
Millennium Management LLC	1.426%	8.658%	1,611,338	128,395	2023-12-31
Solas Capital Management LLC	1.407%	0.000%	1,575,574	1,575,574	2023-03-31
First Manhattan Co. LLC	1.230%	-0.487%	1,389,450	-6,800	2023-12-31
Point72 Asset Management, L.P.	1.023%	71.683%	1,155,691	482,537	2023-09-30
JPMorgan Chase & Co	0.975%	779.346%	1,101,575	976,303	2023-12-31
Goldman Sachs Group Inc	0.952%	84.634%	1,075,348	492,926	2023-12-31
Portolan Capital Management, LLC	0.870%	185.304%	983,253	638,620	2023-12-31
Kayne Anderson Rudnick Investment Management LLC	0.861%	-5.754%	958,810	-58,534	2022-09-30
Morgan Stanley - Brokerage Accounts	0.802%	2.604%	906,127	22,997	2023-12-31
Susquehanna International Group, LLP	0.785%	1,249.970%	879,154	814,030	2023-03-31
Northern Trust Corp	0.772%	4.024%	867,496	33,559	2023-09-30
Wellington Management Company LLP	0.750%	-2.007%	843,382	-17,272	2023-09-30
Marshall Wace Asset Management Ltd	0.735%	23.107%	826,248	155,083	2023-12-31
Scopus Asset Management, LLC	0.651%	0.000%	725,000	725,000	2022-09-30
Woodson Capital Management, LP	0.628%	0.000%	700,000	700,000	2023-03-31
Jennison Associates LLC	0.624%	1.245%	695,586	8,553	2022-12-31
Veritable, L.P.	0.620%	-7.159%	694,102	-53,525	2023-06-30
SCHUSTERMAN INTERESTS, LLC	0.608%	0.000%	677,109	0	2023-03-31
Adage Capital Partners Gp LLC	0.544%	68.239%	606,500	246,000	2022-12-31
Charles Schwab Investment Management Inc	0.527%	2.947%	587,251	16,813	2022-12-31
BAMCO Inc	0.448%	-69.483%	496,087	-1,129,495	2022-09-30

Mutual Fund Ownership

Fidelity® Blue Chip Growth is the biggest individual fund holder of Sweetgreen Inc (SG), owning a total of 7.1 million shares. Combined, the top 38 mutual fund holders of SG own 72.93% of the company with a total of 82 million shares.

In the latest ownership report on March 31st 2024, the top 38 fund holders increased their combined ownership of SG by 140 thousand shares. 1 funds bought 17,572 total additional shares and increased their ownership by an average of 1.30%. However 3 funds sold 157,678 total shares and decreased their ownership by an average of 2.5%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Sweetgreen decreased by a net total of -140,106 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Small Cap Index	1.909%	-0.943%	2,157,102	-20,530	2024-03-31
Neuberger Berman Long Short Instl	1.754%	-6.379%	1,981,070	-134,972	2024-03-31
Vanguard Institutional Extnd Mkt Idx Tr	1.214%	1.298%	1,371,830	17,572	2024-03-31
Vanguard Small Cap Growth Index Inv	1.080%	-0.178%	1,220,121	-2,176	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Fidelity® Blue Chip Growth	6.332%	2.196%	7,118,786	153,000	2023-11-30
Fidelity Blue Chip Growth	6.301%	0.000%	7,118,786	0	2024-02-29
T. Rowe Price New Horizons	5.402%	-43.032%	6,017,593	-4,545,571	2022-12-31
Baillie Gifford US Equity Growth	5.219%	0.000%	5,895,814	0	2024-02-29
Vanguard US Growth Investor	5.219%	0.000%	5,895,814	0	2023-12-31
Janus Henderson US Opportunistic Alpha	2.556%	-12.836%	2,861,430	-421,380	2023-06-30
Janus Henderson Contrarian D	2.556%	-12.836%	2,861,430	-421,380	2023-06-30
Baillie Gifford American B Inc	2.367%	-3.972%	2,674,716	-110,640	2024-02-29
Vanguard Total Stock Mkt Idx Inv	2.348%	-1.486%	2,652,782	-40,000	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.310%	0.000%	2,597,085	0	2023-03-31
iShares Russell 2000 ETF	2.124%	0.502%	2,400,176	11,986	2024-03-28
Vanguard Small Cap Index	1.909%	-0.943%	2,157,102	-20,530	2024-03-31
Invesco Glbl Consmr Trnds A USD Acc	1.857%	8.874%	2,097,900	171,000	2024-02-29
Neuberger Berman Long Short Instl	1.754%	-6.379%	1,981,070	-134,972	2024-03-31
Fidelity Growth Compy Commingled Pl 3	1.436%	2.399%	1,607,849	37,674	2023-07-31
Fidelity Blue Chip Growth K6	1.350%	0.000%	1,524,750	0	2024-02-29
T. Rowe Price New Horizons Tr-Z	1.353%	0.910%	1,498,919	13,512	2022-09-30
Fidelity® Blue Chip Growth K6	1.331%	31.868%	1,495,869	361,500	2023-11-30
Spyglass Growth Institutional	1.305%	-6.243%	1,474,805	-98,201	2023-12-31
Lord Abbett Developing Growth A	1.290%	0.000%	1,429,454	0	2022-11-30
Vanguard Institutional Extnd Mkt Idx Tr	1.214%	1.298%	1,371,830	17,572	2024-03-31
Vanguard Small Cap Growth Index Inv	1.080%	-0.178%	1,220,121	-2,176	2024-03-31
Fidelity® Series Blue Chip Growth	1.064%	2.405%	1,196,626	28,100	2023-11-30
Franklin U.S. Opportunities Composite	1.059%	0.000%	1,185,663	0	2022-12-31
Franklin US Opportunities A(acc)USD	1.064%	0.000%	1,185,663	0	2023-02-28
Franklin Growth Opportunities Adv	1.070%	0.000%	1,185,200	0	2022-10-31
UBS (Lux) ES L/T Thms $Q	1.063%	-5.157%	1,184,410	-64,400	2023-03-31
Fidelity Series Blue Chip Growth	1.013%	0.000%	1,144,881	0	2024-02-29
Vanguard Extended Market Index Investor	0.936%	-0.020%	1,048,154	-206	2023-08-31
Fidelity BlueChip Growth Commingled Pl A	0.880%	0.000%	994,486	0	2024-02-29
Fidelity Small Cap Index	0.868%	1.430%	980,064	13,815	2024-01-31
Fidelity® Growth Company	0.857%	-28.991%	963,285	-393,274	2023-11-30
Baillie Gifford Managed B Acc	0.838%	-5.829%	947,203	-58,634	2024-02-29
Fidelity® Small Cap Index	0.831%	2.809%	933,783	25,513	2023-10-31
Fidelity Growth Compy Commingled Pl O	0.822%	0.000%	928,357	0	2024-02-29
Fidelity Growth Company Fund	0.796%	0.000%	899,347	0	2024-02-29
iShares Russell 2000 Growth ETF	0.607%	-0.116%	685,883	-798	2024-03-28
Neuberger Berman Large Cap Growth Inv	0.555%	0.000%	624,066	0	2023-12-31