GO

Grocery Outlet Holding Corp Cross-source read
Consumer StaplesCUSIP 39874R101

Among active 13F managers last quarter, 17 opened and 27 added, while 12 reduced; the largest holder to move was Marshall Wace, LLP (+46%). Over the last 180 days, 4 insiders bought and 4 insiders sold, a net +$5.8M in open-market trades.

Tracked 13F holders
225
93 in Q2 2026 filings
13F value (tracked)
$684.1M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
44 adding · 12 trimming
Insiders · Form 4 open-market, 180d
4 buying · 4 selling · +$5.8M
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Who owns GO?

225 tracked 13F filers · ranked by shares held

225 tracked 13F filers disclose a position in GO as of the latest SEC 13F filings, a combined $684.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1T. Rowe Price Investment Management, Inc.18.6M
Withheld
+18%
Added · +2.9M sh
Q1 2026
2BlackRock, Inc.14.8M
$104.2M
+2.2%
Added · +317K sh
Q1 2026
3Vanguard Portfolio Management LLC6.0M
$42.5M
New filer
Inherited book · not a new buyer
Q1 2026
4FMR LLC5.0M
$35.3M
−66%
Reduced · −9.7M sh
Q1 2026
5State Street Corp4.5M
$44.5M
−1.6%
Reduced · −72K sh
Q2 2026
6Vanguard Capital Management LLC4.1M
$29.1M
New filer
Inherited book · not a new buyer
Q1 2026
7Marshall Wace, LLP3.5M
$25.0M
+46%
Added · +1.1M sh
Q1 2026
8Dimensional Fund Advisors LP3.0M
$21.4M
−27%
Reduced · −1.1M sh
Q1 2026
9Geode Capital Management, LLC2.5M
$25.2M
+4.3%
Added · +104K sh
Q2 2026
10Millennium Management LLC2.5M
$17.8M
+160%
Added · +1.6M sh
Q1 2026
11Mill Road Capital Management LLC2.5M
$24.5M
+3.5%
Added · +83K sh
Q2 2026
12Clearbridge Investments, LLC2.4M
$17.0M
−15%
Reduced · −411K sh
Q1 2026
13Goldman Sachs Group Inc2.3M
$16.2M
+0.8%
Added · +19K sh
Q1 2026
14Becker Capital Management Inc2.3M
$22.6M
−12%
Reduced · −316K sh
Q2 2026
15Charles Schwab Investment Management Inc1.9M
$13.3M
+8.5%
Added · +148K sh
Q1 2026
16J. Goldman & Co LP1.6M
$11.5M
New
+1.6M sh
Q1 2026
17Whitebark Investors LP1.6M
$11.4M
Held
Q1 2026
18Ameriprise Financial Inc1.6M
$11.2M
+30%
Added · +362K sh
Q1 2026
19Balyasny Asset Management L.P.1.6M
$11.0M
New
+1.6M sh
Q1 2026
20Morgan Stanley1.5M
$10.4M
−34%
Reduced · −749K sh
Q1 2026
21Solas Capital Management, LLC1.4M
$9.8M
+24%
Added · +271K sh
Q1 2026
22ExodusPoint Capital Management, LP1.2M
$12.2M
17×
Added · +1.2M sh
Q2 2026
23Dana Investment Advisors, Inc.1.2M
$8.3M
+47%
Added · +375K sh
Q1 2026
24Bank Of America Corp1.1M
$7.6M
+31%
Added · +258K sh
Q1 2026
25Northern Trust Corp1.1M
$7.4M
+3.1%
Added · +32K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is GO being bought or sold by institutions?

Last quarter, 17 funds opened a new position in GO and 27 added to an existing one, while 12 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
17
funds took a first position
Added
27
added to an existing position
Reduced
12
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own GO also own

CompanyCo-held byTheir position there
Amazon.com IncAMZN123 funds$136.8B
Microsoft CorpMSFT121 funds$188.4B
Nvidia CorpNVDA119 funds$283.5B
Meta Platforms Inc-Class AMETA119 funds$83.0B
Apple IncAAPL116 funds$211.6B
Eli Lilly & CoLLY114 funds$56.0B
Advanced Micro DevicesAMD114 funds$26.6B
Lam Research CorpLRCX113 funds$23.0B
Alphabet Inc-CL AGOOGL112 funds$107.4B
Broadcom IncAVGO111 funds$111.7B
Micron Technology IncMU111 funds$25.4B
Applied Materials IncAMAT111 funds$22.5B

Ranked by how many of GO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in GO.

Insider activity (Form 4)

Full insider page →
Buys · 180d
$5.9M
4 insiders
Sells · 180d
$111K
4 insiders
Net · 180d
$5.8M
20 open-market transactions
DateInsiderRoleActionSharesValue
Aug 27, 2026Jaros Carey F.DirectorBuy (P)15K$176K
Aug 21, 2026Kerr Frank MichaelSee RemarksSell (S)1K$16K
Aug 20, 2026Miller Paul BlaineSee RemarksBuy (P)8K$87K
Jun 25, 2026Miller Paul BlaineSee RemarksBuy (P)5K$48K
Jun 18, 2026Miller Paul BlaineSee RemarksBuy (P)10K$94K
Apr 1, 2026Bortner Andrea ReneeSee RemarksSell (S)2K$13K
Mar 27, 2026Ragatz Erik D.DirectorBuy (P)125K$883K
Mar 24, 2026Potter Jason J. N.President and CEO, DirectorBuy (P)3K$17K
Mar 23, 2026Potter Jason J. N.President and CEO, DirectorBuy (P)110K$700K
Mar 19, 2026Ragatz Erik D.DirectorBuy (P)50K$288K
Mar 19, 2026Potter Jason J. N.President and CEO, DirectorBuy (P)286K$1.7M
Mar 18, 2026Ragatz Erik D.DirectorBuy (P)34K$199K

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
4626
Insiders
Form 4 open-market
44+$5.8M
US House
STOCK Act trades
00$0
Sector rotation
GO is in Consumer Staples, which smart money is rotating OUT OF
$3.6B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

93 tracked filers in Q2 2026 filingsstill filing
0103206Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $170.2M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for GO

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Ask your agent what changed in GO

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/GO/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for GO.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for GO. Filings are public domain, sourced to SEC EDGAR.