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First Watch Restaurant Group (FWRG) Institutional Ownership

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$15.50 -0.42 (-2.64%)
Closing price 04:00 PM Eastern
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$15.74 +0.24 (+1.55%)
As of 07:28 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Watch Restaurant Group (NASDAQ:FWRG)

Current
Institutional Ownership
Percentage
96.11%
Number of
Institutional Buyers
(last 12 months)
132
Total
Institutional Inflows
(last 12 months)
$376.70M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$305.68M
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FWRG Institutional Buying and Selling by Quarter

First Watch Restaurant Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/27/2025Squarepoint Ops LLC86,637$1.39M0.0%+217.9%0.142%
8/15/2025Tower Research Capital LLC TRC 7,277$117K0.0%+435.5%0.012%
8/15/2025Captrust Financial Advisors33,972$545K0.0%N/A0.056%
8/15/2025Wasatch Advisors LP351,594$5.64M0.0%-25.3%0.576%
8/15/2025Manatuck Hill Partners LLC200,000$3.21M1.2%N/A0.328%
8/15/2025Lazard Asset Management LLC2,281,137$36.59M0.1%+13.4%3.738%
8/15/2025Gilder Gagnon Howe & Co. LLC2,190,092$35.13M0.4%-1.7%3.589%
8/15/2025Engineers Gate Manager LP23,639$379K0.0%N/A0.039%
8/15/2025BNP Paribas Financial Markets4,375$70K0.0%+61.9%0.007%
8/15/2025Brevan Howard Capital Management LP39,194$629K0.0%N/A0.064%
8/15/2025Balyasny Asset Management L.P.28,072$450K0.0%-95.4%0.046%
8/15/2025Bank of America Corp DE490,122$7.86M0.0%-38.0%0.803%
8/15/2025Advent International L.P.14,689,784$235.62M7.6%-23.4%24.074%
8/15/2025Ameriprise Financial Inc.297,464$4.77M0.0%-0.3%0.487%
8/14/2025Jane Street Group LLC22,215$356K0.0%N/A0.036%
8/14/2025California State Teachers Retirement System36,454$585K0.0%-5.7%0.060%
8/14/2025Raymond James Financial Inc.137,742$2.21M0.0%+112.9%0.226%
8/14/2025Maverick Capital Ltd.278,075$4.46M0.1%N/A0.456%
8/14/2025Canada Pension Plan Investment Board13,800$221K0.0%N/A0.023%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,117$355K0.0%-2.9%0.036%
8/14/2025Armistice Capital LLC350,000$5.61M0.1%N/A0.574%
8/14/2025The Manufacturers Life Insurance Company 2,335,883$37.47M0.0%+51.7%3.828%
8/14/2025Squarepoint Ops LLC86,637$1.39M0.0%+217.9%0.142%
8/14/2025Sei Investments Co.138,372$2.22M0.0%-1.3%0.227%
8/14/2025WINTON GROUP Ltd18,593$298K0.0%N/A0.030%
8/13/2025Diametric Capital LP50,641$812K0.4%+7.2%0.083%
8/13/2025Brown Advisory Inc.1,107,990$17.77M0.0%-21.8%1.816%
8/13/2025Marshall Wace LLP1,203,109$19.30M0.0%+33.5%1.972%
8/13/2025First Trust Advisors LP196,625$3.15M0.0%N/A0.322%
8/13/2025Invesco Ltd.58,237$934K0.0%+28.8%0.095%
8/13/2025Loomis Sayles & Co. L P1,144,014$18.35M0.0%N/A1.875%
8/13/2025Russell Investments Group Ltd.255,634$4.10M0.0%+18.7%0.419%
8/12/2025Champlain Investment Partners LLC1,953,489$31.33M0.2%-6.5%3.201%
8/12/2025American Century Companies Inc.72,166$1.16M0.0%+43.4%0.118%
8/12/2025Rhumbline Advisers73,882$1.19M0.0%+45.8%0.121%
8/12/2025Franklin Resources Inc.879,620$14.11M0.0%-14.3%1.442%
8/12/2025Legal & General Group Plc45,531$730K0.0%+1.6%0.075%
8/12/2025White Pine Capital LLC25,362$407K0.1%+41.8%0.042%
8/12/2025JPMorgan Chase & Co.2,213,754$35.51M0.0%+1.8%3.628%
8/12/2025Swiss National Bank75,700$1.21M0.0%-8.0%0.124%
8/12/2025Dynamic Technology Lab Private Ltd88,553$1.42M0.2%N/A0.145%
8/12/2025Catalyst Funds Management Pty Ltd19,100$306K0.1%N/A0.031%
8/11/2025Universal Beteiligungs und Servicegesellschaft mbH22,557$362K0.0%+11.2%0.037%
8/8/2025Intech Investment Management LLC15,729$252K0.0%-3.9%0.026%
8/8/2025SG Americas Securities LLC20,169$324K0.0%-64.3%0.033%
8/8/2025Police & Firemen s Retirement System of New Jersey9,108$146K0.0%+17.3%0.015%
8/8/2025Bailard Inc.12,800$205K0.0%N/A0.021%
8/8/2025Geode Capital Management LLC1,022,752$16.41M0.0%+4.2%1.677%
8/8/2025PNC Financial Services Group Inc.22,082$354K0.0%+30.3%0.036%
8/8/2025Wealth Alliance LLC10,093$162K0.0%N/A0.017%
8/6/2025First Horizon Advisors Inc.1,950$31K0.0%+207.6%0.003%
8/5/2025Versor Investments LP47,200$757K0.1%N/A0.077%
8/4/2025Atria Investments Inc22,423$360K0.0%+84.6%0.037%
8/4/2025Emerald Mutual Fund Advisers Trust258,538$4.15M0.3%N/A0.424%
8/4/2025Arkadios Wealth Advisors76,861$1.23M0.0%+12.2%0.126%
8/4/2025Emerald Advisers LLC384,838$6.17M0.2%N/A0.631%
8/1/2025Envestnet Asset Management Inc.55,298$887K0.0%-36.2%0.091%
7/31/2025Oppenheimer Asset Management Inc.22,959$368K0.0%+76.1%0.038%
7/31/2025Kornitzer Capital Management Inc. KS315,387$5.06M0.1%+5.8%0.517%
7/30/2025Stephens Investment Management Group LLC768,962$12.33M0.2%+8.5%1.261%
7/29/2025Mutual of America Capital Management LLC401,737$6.44M0.1%+2.9%0.659%
7/29/2025WCM Investment Management LLC736,931$11.87M0.0%-22.3%1.208%
7/25/2025Allspring Global Investments Holdings LLC345,225$5.54M0.0%-36.5%0.566%
7/24/2025McElhenny Sheffield Capital Management LLC48,000$770K0.0%N/A0.079%
7/23/2025Capital Management Associates Inc13,023$209K0.1%N/A0.021%
7/22/2025SRH Advisors LLC27,395$439K0.1%-12.7%0.045%
7/17/2025LVW Advisors LLC10,813$173K0.0%N/A0.018%
7/15/2025Riverbridge Partners LLC1,279,544$20.52M0.3%N/A2.098%
7/15/2025Accurate Wealth Management LLC66,618$1.19M0.2%+34.9%0.109%
7/15/2025Fifth Third Bancorp1,694$27K0.0%+8,815.8%0.003%
7/10/2025 Moody National Bank Trust Division119,972$1.92M0.2%+6.3%0.197%
7/9/2025Harbor Capital Advisors Inc.12,667$203K0.0%+74.1%0.021%
7/7/2025Wesbanco Bank Inc.79,699$1.28M0.0%+16.0%0.131%
6/27/2025Goldman Sachs Group Inc.334,395$5.57M0.0%-28.3%0.548%
5/29/2025Rhumbline Advisers50,677$844K0.0%+12.9%0.083%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC488,322$8.13M0.0%-1.7%0.801%
5/16/2025Vancity Investment Management Ltd45,509$758K0.1%N/A0.075%
5/16/2025Goldman Sachs Group Inc.334,395$5.57M0.0%-28.3%0.548%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,766$379K0.0%+31.8%0.037%
5/16/2025Granahan Investment Management LLC1,594,267$26.55M1.3%+8.3%2.614%
5/16/2025Ancora Advisors LLC121,010$2.02M0.0%+372.0%0.198%
5/16/202512 West Capital Management LP1,490,701$24.82M3.7%-26.0%2.444%
5/15/2025Royal Bank of Canada54,267$903K0.0%+67.3%0.089%
5/15/2025The Manufacturers Life Insurance Company1,539,692$25.64M0.0%+0.8%2.524%
5/15/2025State of Wyoming5,882$98K0.0%+83.0%0.010%
5/15/2025Landscape Capital Management L.L.C.131,436$2.19M0.2%-11.7%0.215%
5/15/2025Champlain Investment Partners LLC2,089,423$34.79M0.3%-19.1%3.426%
5/14/2025Corebridge Financial Inc.18,812$313K0.0%+24.7%0.031%
5/14/2025Comerica Bank3,236$54K0.0%-37.3%0.005%
5/14/2025MetLife Investment Management LLC834,830$13.90M0.1%+3,919.8%1.369%
5/14/2025Penn Capital Management Company LLC1,010,755$16.87M1.6%+37.4%1.657%
5/14/2025Wellington Management Group LLP831,105$13.84M0.0%-2.0%1.363%
5/13/2025American Century Companies Inc.50,320$838K0.0%+369.1%0.083%
5/13/2025Deepwater Asset Management LLC681,339$11.34M4.8%-13.6%1.117%
5/13/2025Russell Investments Group Ltd.215,283$3.58M0.0%+100.5%0.353%
5/12/2025Nuveen LLC65,148$1.09M0.0%N/A0.107%
5/12/2025Invesco Ltd.45,198$753K0.0%+86.9%0.074%
5/9/2025Deutsche Bank AG23,437$390K0.0%-9.7%0.038%
5/9/2025Charles Schwab Investment Management Inc.320,706$5.34M0.0%+3.5%0.526%
5/9/2025Vanguard Group Inc.2,398,180$39.93M0.0%+2.0%3.933%
(Data available from 1/1/2016 forward)

FWRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FWRG shares?

During the previous two years, 174 institutional investors and hedge funds held shares of First Watch Restaurant Group. The most heavily invested institutionals were Advent International L.P. ($235.62M), Vanguard Group Inc. ($39.93M), The Manufacturers Life Insurance Company ($37.47M), Lazard Asset Management LLC ($36.59M), Dimensional Fund Advisors LP ($35.80M), JPMorgan Chase & Co. ($35.51M), and Gilder Gagnon Howe & Co. LLC ($35.13M).Learn more on First Watch Restaurant Group's institutional investors.

What percentage of First Watch Restaurant Group's stock is owned by institutional investors?

96.11% of First Watch Restaurant Group's stock is owned by institutional investors. Learn more on FWRG's institutional investor holdings.

Which institutional investors have been buying First Watch Restaurant Group's stock?

Of the 164 institutional investors that purchased First Watch Restaurant Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lazard Asset Management LLC ($2.37M), The Manufacturers Life Insurance Company ($1.46M), Riverbridge Partners LLC ($1.28M), Loomis Sayles & Co. L P ($1.14M), Vanguard Group Inc. ($1.04M), Champlain Investment Partners LLC ($958.42K), and WCM Investment Management LLC ($942.48K).

How much institutional buying is happening at First Watch Restaurant Group?

Institutional investors have bought a total of 21,851,899 shares in the last 24 months. This purchase volume represents approximately $376.70M in transactions.

Which of First Watch Restaurant Group's major shareholders have been selling company stock?

Of the 44 institutional investors that sold First Watch Restaurant Group's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advent International L.P. ($12.50M), Champlain Investment Partners LLC ($634.16K), Balyasny Asset Management L.P. ($580.32K), 12 West Capital Management LP ($522.71K), Bank of America Corp DE ($405.80K), Federated Hermes Inc. ($397.67K), and Brown Advisory Inc. ($355.86K).

How much institutional selling is happening at First Watch Restaurant Group?

Institutional investors have sold a total of 17,573,702 shares in the last 24 months. This volume of shares sold represents approximately $305.68M in transactions.



This page (NASDAQ:FWRG) was last updated on 10/8/2025 by MarketBeat.com Staff
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