IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Grocery Outlet Holding Corp (GO)

CUSIP: 39874R101 | NYSE | Consumer Defensive · Grocery Stores | Small Cap | 837 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/APertento Partners LLP
with Pertento Master Fund Limited
6,140,0226.2%+637,907Oct 13, 2026No 13F filer matched
13GJ. Goldman & Co LP6,040,8486.1%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/APertento Partners LLP6,140,022
6.2% of class · Oct 13, 2026+637,907
with Pertento Master Fund Limited
No 13F filer matched
13GJ. Goldman & Co LP6,040,848
6.1% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,052,589
0.0% of portfolio›$11.8M
Principal Financial Group Inc473,330
0.0% of portfolio›$5.3M
Citigroup Inc262,102
0.0% of portfolio›$2.9M
Creative Planning201,307
0.0% of portfolio›$2.3M
Simplex Trading, LLC183,321
0.0% of portfolio›$2.1M
Wealth Enhancement Advisory Services, LLC119,770
0.0% of portfolio›$1.2M
Red Spruce Capital, LLC116,320
0.5% of portfolio›$1.3M
New York State Teachers Retirement System90,200
0.0% of portfolio›$1.0M
Inspire Investing, LLC56,407
0.0% of portfolio›$634.6K
CenterBook Partners LP45,434
0.0% of portfolio›$511.1K
Louisiana State Employees Retirement System42,200
0.0% of portfolio›$474.8K
DekaBank Deutsche Girozentrale26,047
0.0% of portfolio›$290
Arizona State Retirement System25,763
0.0% of portfolio›$289.8K
Amalgamated Bank25,567
0.0% of portfolio›$288.0K
Brighton Jones LLC24,531
0.0% of portfolio›$276.0K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS23,345
0.0% of portfolio›$262.6K
Oregon Public Employees Retirement Fund22,226
0.0% of portfolio›$250.0K
Allspring Global Investments Holdings, LLC21,432
0.0% of portfolio›$252.3K
Crestwood Advisors Group, LLC20,518
0.0% of portfolio›$230.8K
Abel Hall, LLC19,607
0.0% of portfolio›$220.6K
Bailard, Inc.19,289
0.0% of portfolio›$217.0K
Carlson Financial, Inc.19,094
0.1% of portfolio›$214.8K
Evergreen Capital Management LLC17,345
0.0% of portfolio›$195.1K
State of Alaska, Department of Revenue16,646
0.0% of portfolio›$187.0K
Pictet Asset Management Holding SA16,433
0.0% of portfolio›$184.9K
Yousif Capital Management, LLC16,216
0.0% of portfolio›$182.4K
NorthCrest Asset Manangement, LLC15,282
0.0% of portfolio›$182.3K
ProShare Advisors LLC13,040
0.0% of portfolio›$146.7K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management12,144
0.0% of portfolio›$136.6K
Fulcrum Asset Management LLP11,838
0.0% of portfolio›$129.6K
Mutual of America Capital Management LLC11,306
0.0% of portfolio›$127.2K
Chicago Partners Investment Group LLC11,275
0.0% of portfolio›$150.0K
HB Wealth Management, LLC11,212
0.0% of portfolio›$126.1K
Perigon Wealth Management, LLC10,877
0.0% of portfolio›$122.4K
Gamma Investing LLC10,615
0.0% of portfolio›$119.4K
Krilogy Financial LLC10,507
0.0% of portfolio›$125.2K
Bayforest Capital Ltd6,531
0.1% of portfolio›$73.5K
KBC Group NV6,387
0.0% of portfolio›$72.0K
TD Waterhouse Canada Inc.3,968
0.0% of portfolio›$46.7K
EverSource Wealth Advisors, LLC3,791
0.0% of portfolio›$42.7K
Nisa Investment Advisors, LLC3,294
0.0% of portfolio›$37.1K
Farther Finance Advisors, LLC2,835
0.0% of portfolio›$31.9K
Essential Partners LLC2,830
0.0% of portfolio›$31.8K
Pinnacle Wealth Planning Services, Inc.2,511
0.0% of portfolio›$28.2K
Exchange Traded Concepts, LLC2,421
0.0% of portfolio›$27.2K
IFP Advisors, Inc2,134
0.0% of portfolio›$24.0K
Sterling Capital Management LLC1,844
0.0% of portfolio›$20.7K
Summit Securities Group LLC1,418
0.0% of portfolio›$16.0K
Salomon & Ludwin, LLC1,259
0.0% of portfolio›$14.2K
CoreCap Advisors, LLC1,200
0.0% of portfolio›$13.5K
SJS Investment Consulting Inc.1,165
0.0% of portfolio›$13.1K
Elevation Wealth Partners, LLC1,151
0.0% of portfolio›$12.9K
True Wealth Design, LLC1,131
0.0% of portfolio›$12.7K
Fortitude Family Office, LLC851
0.0% of portfolio›$9.6K
Root Financial Partners, LLC812
0.0% of portfolio›$9.1K
Covestor Ltd696
0.0% of portfolio›$8
Elyxium Wealth, LLC669
0.0% of portfolio›$7.5K
Signaturefd, LLC630
0.0% of portfolio›$7.1K
Parallel Advisors, LLC623
0.0% of portfolio›$7.0K
Caitong International Asset Management Co., Ltd543
0.0% of portfolio›$6.1K
Versant Capital Management, Inc505
0.0% of portfolio›$5.7K
Ascentis Wealth Management, LLC400
0.0% of portfolio›$4.5K
Provenance Wealth Advisors, LLC152
0.0% of portfolio›$1.7K
MassMutual Private Wealth & Trust, FSB138
0.0% of portfolio›$1.6K
Parkside Financial Bank & Trust125
0.0% of portfolio›$1.4K
TD Private Client Wealth LLC113
0.0% of portfolio›$1.3K
Farmers & Merchants Investments Inc87
0.0% of portfolio›$979
Cedar Mountain Advisors, LLC69
0.0% of portfolio›$776
UMB Private Wealth Management, LLC62
0.0% of portfolio›$698
Physician Wealth Advisors, Inc.52
0.0% of portfolio›$585
Spire Wealth Management51
0.0% of portfolio›$574
JFS Wealth Advisors, LLC20
0.0% of portfolio›$225
Valley National Advisers Inc16
0.0% of portfolio›$180
Gilpin Wealth Management, LLC15
0.0% of portfolio›$169
Abound Wealth Management9
0.0% of portfolio›$102
Financial Consulate, Inc5
0.0% of portfolio›$57
Davis Capital Management5
0.0% of portfolio›$56
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,052,589$11.8M0.0%IndexLowAustin, TX2026-11-04
Principal Financial Group Inc
473,330$5.3M0.0%CoreLowDes Moines, IA2026-11-02
Citigroup Inc
262,102$2.9M0.0%CoreMediumNew York, NY2026-11-04
Creative Planning
201,307$2.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Simplex Trading, LLC
183,321$2.1M0.0%CoreVery HighChicago, IL2026-11-04
Wealth Enhancement Advisory Services, LLC
119,770$1.2M0.0%CoreLowPlymouth, MN2026-10-13
Red Spruce Capital, LLC
116,320$1.3M0.5%GrowthMediumBerwyn, PA2026-10-07
New York State Teachers Retirement System
90,200$1.0M0.0%CoreVery LowAlbany, NY2026-10-22
Inspire Investing, LLC
56,407$634.6K0.0%GARPHighMeridian, ID2026-10-22
CenterBook Partners LP
45,434$511.1K0.0%ValueVery HighGreenwich, CT2026-11-02
Louisiana State Employees Retirement System
42,200$474.8K0.0%IndexLowBaton Rouge, LA2026-10-20
DekaBank Deutsche Girozentrale
26,047$2900.0%CoreLowFrankfurt, Hong Kong2026-10-27
Arizona State Retirement System
25,763$289.8K0.0%IndexVery LowPhoenix, AZ2026-11-03
Amalgamated Bank
25,567$288.0K0.0%CoreVery LowNew York, NY2026-10-23
Brighton Jones LLC
24,531$276.0K0.0%CoreVery LowSeattle, WA2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
23,345$262.6K0.0%CoreLowHarrisburg, PA2026-11-03
Oregon Public Employees Retirement Fund
22,226$250.0K0.0%IndexVery LowTigard, OR2026-10-30
Allspring Global Investments Holdings, LLC
21,432$252.3K0.0%CoreMediumCharlotte, NC2026-11-04
Crestwood Advisors Group, LLC
20,518$230.8K0.0%GrowthLowBoston, MA2026-10-27
Abel Hall, LLC
19,607$220.6K0.0%CoreMediumBaton Rouge, LA2026-10-19
Bailard, Inc.
19,289$217.0K0.0%GrowthMediumFoster City, CA2026-10-13
Carlson Financial, Inc.
19,094$214.8K0.1%GrowthLowCanby, OR2026-11-05
Evergreen Capital Management LLC
17,345$195.1K0.0%GARPMediumBellevue, WA2026-10-23
State of Alaska, Department of Revenue
16,646$187.0K0.0%CoreVery LowJuneau, AK2026-10-15
Pictet Asset Management Holding SA
16,433$184.9K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Yousif Capital Management, LLC
16,216$182.4K0.0%IndexVery LowBloomfield Hills, MI2026-10-22
NorthCrest Asset Manangement, LLC
15,282$182.3K0.0%GrowthLowPlymouth, MN2026-10-13
ProShare Advisors LLC
13,040$146.7K0.0%GrowthLowBethesda, MD2026-10-29
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
12,144$136.6K0.0%GrowthVery LowSeattle, WA2026-10-27
Fulcrum Asset Management LLP
11,838$129.6K0.0%CoreMediumLondon, United Kingdom2026-11-04
Mutual of America Capital Management LLC
11,306$127.2K0.0%IndexLowNew York, NY2026-10-23
Chicago Partners Investment Group LLC
11,275$150.0K0.0%GARPLowChicago, IL2026-10-27
HB Wealth Management, LLC
11,212$126.1K0.0%IndexVery LowAtlanta, GA2026-10-23
Perigon Wealth Management, LLC
10,877$122.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Gamma Investing LLC
10,615$119.4K0.0%IndexVery LowFoster City, CA2026-10-08
Krilogy Financial LLC
10,507$125.2K0.0%GrowthLowSt. Louis, MO2026-10-13
Bayforest Capital Ltd
6,531$73.5K0.1%Deep ValueVery HighLondon, United Kingdom2026-11-03
KBC Group NV
6,387$72.0K0.0%CoreMediumBrussels, Czech Republic2026-10-22
TD Waterhouse Canada Inc.
3,968$46.7K0.0%CoreLowToronto, Australia2026-10-16
EverSource Wealth Advisors, LLC
3,791$42.7K0.0%CoreMediumBirmingham, AL2026-11-04
Nisa Investment Advisors, LLC
3,294$37.1K0.0%IndexVery LowSt. Louis, MO2026-10-20
Farther Finance Advisors, LLC
2,835$31.9K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
2,830$31.8K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Pinnacle Wealth Planning Services, Inc.
2,511$28.2K0.0%GARPLowMansfield, OH2026-10-27
Exchange Traded Concepts, LLC
2,421$27.2K0.0%GrowthMediumOklahoma City, OK2026-10-28
IFP Advisors, Inc
2,134$24.0K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
1,844$20.7K0.0%GARPMediumCharlotte, NC2026-10-22
Summit Securities Group LLC
1,418$16.0K0.0%CoreVery HighNew York, NY2026-11-05
Salomon & Ludwin, LLC
1,259$14.2K0.0%ETFVery LowRichmond, VA2026-10-29
CoreCap Advisors, LLC
1,200$13.5K0.0%ETFMediumSouthfield, MI2026-10-08
SJS Investment Consulting Inc.
1,165$13.1K0.0%ETFVery LowSylvania, OH2026-10-26
Elevation Wealth Partners, LLC
1,151$12.9K0.0%ETFLowWalnut Creek, CA2026-10-07
True Wealth Design, LLC
1,131$12.7K0.0%ETFMediumAkron, OH2026-10-13
Fortitude Family Office, LLC
851$9.6K0.0%ETFMediumScottsdale, AZ2026-10-14
Root Financial Partners, LLC
812$9.1K0.0%ETFMediumEncinitas, CA2026-10-21
Covestor Ltd
696$80.0%ValueHighLondon, United Kingdom2026-10-30
Elyxium Wealth, LLC
669$7.5K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Signaturefd, LLC
630$7.1K0.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
623$7.0K0.0%IndexLowSan Francisco, CA2026-11-03
Caitong International Asset Management Co., Ltd
543$6.1K0.0%GrowthVery HighHong Kong, South Korea2026-10-29
Versant Capital Management, Inc
505$5.7K0.0%GARPLowPhoenix, AZ2026-10-02
Ascentis Wealth Management, LLC
400$4.5K0.0%Agg GrowthLowDallas, TX2026-11-03
Provenance Wealth Advisors, LLC
152$1.7K0.0%ETFLowFort Lauderdale, FL2026-10-30
MassMutual Private Wealth & Trust, FSB
138$1.6K0.0%CoreLowSpringfield, MA2026-10-05
Parkside Financial Bank & Trust
125$1.4K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Private Client Wealth LLC
113$1.3K0.0%ETFLowNew York, NY2026-10-28
Farmers & Merchants Investments Inc
87$9790.0%CoreVery LowLincoln, NE2026-10-22
Cedar Mountain Advisors, LLC
69$7760.0%ETFVery LowLake Oswego, OR2026-10-15
UMB Private Wealth Management, LLC
62$6980.0%GrowthN/AKansas City, MO2026-10-19
Physician Wealth Advisors, Inc.
52$5850.0%ETFMediumMidvale, UT2026-10-20
Spire Wealth Management
51$5740.0%GrowthMediumMclean, VA2026-10-30
JFS Wealth Advisors, LLC
20$2250.0%ETFVery LowHermitage, PA2026-11-03
Valley National Advisers Inc
16$1800.0%ETFLowBethlehem, PA2026-10-23
Gilpin Wealth Management, LLC
15$1690.0%GrowthLowDenver, CO2026-10-09
Abound Wealth Management
9$1020.0%ETFVery LowFranklin, TN2026-10-26
Financial Consulate, Inc
5$570.0%ETFLowHunt Valley, MD2026-10-23
Davis Capital Management
5$560.0%CoreLowJacksonville, FL2026-10-08