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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$18.78 +0.49 (+2.68%)
As of 12:11 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)
114
Total
Institutional Inflows
(last 12 months)
$287.11M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$183.82M
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FWRG Institutional Buying and Selling by Quarter

First Watch Restaurant Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2025Rice Hall James & Associates LLC165,984$2.76M0.2%+89.8%0.272%
5/1/2025Stephens Investment Management Group LLC708,663$11.80M0.2%+2.2%1.162%
5/1/2025New York State Common Retirement Fund612,287$10.20M0.0%+17.8%1.004%
5/1/2025Mutual of America Capital Management LLC390,333$6.50M0.1%+0.2%0.640%
4/30/2025 Brown Advisory Inc.1,416,481$23.58M0.0%-2.2%2.323%
4/29/2025 Envestnet Asset Management Inc.86,647$1.44M0.0%+30.7%0.142%
4/29/2025 Bank of New York Mellon Corp238,661$3.97M0.0%+203.6%0.391%
4/28/2025 WCM Investment Management LLC948,432$15.99M0.0%+0.1%1.556%
4/25/2025 Sumitomo Mitsui Trust Group Inc.15,582$259K0.0%N/A0.026%
4/24/2025 Allspring Global Investments Holdings LLC543,863$9.06M0.0%-5.7%0.892%
4/24/2025 Diversified Trust Co21,926$365K0.0%-24.5%0.036%
4/24/2025 Avory & Company LLC341,553$5.69M3.5%N/A0.560%
4/23/2025 Bessemer Group Inc.33,609$559K0.0%-15.5%0.055%
4/23/2025 Oppenheimer Asset Management Inc.13,039$217K0.0%+19.0%0.021%
4/15/2025 SG Americas Securities LLC56,466$940K0.0%+272.0%0.093%
4/15/2025 Accurate Wealth Management LLC49,369$866K0.2%N/A0.081%
4/14/2025 Harbor Capital Advisors Inc.7,274$121K0.0%-50.3%0.012%
4/8/2025 Rhumbline Advisers50,677$844K0.0%+12.9%0.083%
4/7/2025 GAMMA Investing LLC5,445$91K0.0%+1,617.7%0.009%
4/4/2025 Moody National Bank Trust Division112,832$1.88M0.2%+18.8%0.186%
3/24/2025Wellington Management Group LLP847,870$15.78M0.0%+4.2%1.397%
3/18/2025California State Teachers Retirement System38,653$719K0.0%+23.9%0.064%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH20,273$377K0.0%N/A0.033%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC496,891$9.25M0.0%-13.0%0.820%
2/17/2025Squarepoint Ops LLC243,101$4.52M0.0%+42.8%0.401%
2/17/2025Two Sigma Advisers LP50,900$947K0.0%N/A0.084%
2/17/2025Two Sigma Investments LP211,865$3.94M0.0%+159.3%0.350%
2/17/2025State of Wyoming3,214$60K0.0%+212.6%0.005%
2/17/2025Point72 Asset Management L.P.140,098$2.61M0.0%-53.7%0.231%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,269$321K0.0%+3.7%0.029%
2/17/2025Lazard Asset Management LLC2,100,757$39.10M0.1%N/A3.468%
2/17/2025Janus Henderson Group PLC16,969$315K0.0%N/A0.028%
2/17/2025Granahan Investment Management LLC1,471,610$27.39M1.1%+42.7%2.430%
2/17/2025Deutsche Bank AG25,966$483K0.0%+58.5%0.043%
2/17/2025Brevan Howard Capital Management LP11,865$221K0.0%N/A0.020%
2/17/2025Captrust Financial Advisors10,193$190K0.0%N/A0.017%
2/17/2025 Brown Advisory Inc.1,448,822$26.96M0.0%-1.0%2.392%
2/17/2025Balyasny Asset Management L.P.468,542$8.72M0.0%+1,566.3%0.774%
2/17/2025Bayesian Capital Management LP32,469$604K0.1%+100.8%0.054%
2/17/2025Bank of America Corp DE581,598$10.82M0.0%-15.4%0.960%
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2/17/2025BNP Paribas Financial Markets4,608$86K0.0%N/A0.008%
2/17/2025Ameriprise Financial Inc.249,743$4.65M0.0%+18.8%0.412%
2/17/2025Ancora Advisors LLC25,640$477K0.0%N/A0.042%
2/17/2025ArrowMark Colorado Holdings LLC351,642$6.54M0.1%+7.1%0.581%
2/17/2025Advent International L.P.19,189,784$357.12M8.3%-29.4%31.682%
2/14/2025Jane Street Group LLC30,519$568K0.0%-38.2%0.050%
2/14/2025Comerica Bank5,157$96K0.0%+316.2%0.009%
2/14/2025Northern Trust Corp303,829$5.65M0.0%+16.2%0.502%
2/14/2025The Manufacturers Life Insurance Company1,528,128$28.44M0.0%-0.3%2.523%
2/14/2025Tudor Investment Corp ET AL157,107$2.92M0.0%N/A0.259%
2/14/2025Gilder Gagnon Howe & Co. LLC2,434,073$45.30M0.5%+0.2%4.019%
2/14/2025Penn Capital Management Company LLC735,486$13.69M1.3%+34.7%1.214%
2/14/2025Price T Rowe Associates Inc. MD12,071$225K0.0%N/A0.020%
2/14/2025MetLife Investment Management LLC20,768$386K0.0%+15.8%0.034%
2/14/2025Mesirow Institutional Investment Management Inc.833,188$15.51M1.2%N/A1.376%
2/14/2025Dimensional Fund Advisors LP1,923,901$35.80M0.0%+15.6%3.176%
2/14/2025Commerce Bank22,350$416K0.0%+67.9%0.037%
2/13/2025Champlain Investment Partners LLC2,582,303$48.06M0.3%+59.0%4.263%
2/13/2025Marshall Wace LLP221,702$4.13M0.0%+986.1%0.366%
2/13/2025Wasatch Advisors LP470,989$8.77M0.0%N/A0.778%
2/13/2025Mariner LLC21,446$399K0.0%+5.1%0.035%
2/13/2025Barclays PLC86,575$1.61M0.0%-49.8%0.143%
2/13/202512 West Capital Management LP2,013,406$37.47M3.9%+20.2%3.324%
2/13/2025 Bessemer Group Inc.39,792$741K0.0%+52.5%0.066%
2/13/2025Raymond James Financial Inc.89,969$1.67M0.0%N/A0.149%
2/13/2025Legal & General Group Plc40,462$753K0.0%+21.9%0.067%
2/13/2025Invesco Ltd.24,189$450K0.0%-21.4%0.040%
2/13/2025 Cerity Partners LLC16,672$308K0.0%N/A0.028%
2/13/2025Federated Hermes Inc.1,154,465$21.49M0.0%-14.8%1.906%
2/13/2025Russell Investments Group Ltd.107,372$2.00M0.0%+85.9%0.177%
2/13/2025 Envestnet Asset Management Inc.66,286$1.23M0.0%+398.1%0.109%
2/13/2025Wells Fargo & Company MN98,866$1.84M0.0%+3.6%0.163%
2/13/2025Pamalican Asset Management Ltd48,896$910K0.4%N/A0.081%
2/12/2025Landscape Capital Management L.L.C.148,904$2.77M0.3%N/A0.246%
2/12/2025Geode Capital Management LLC862,073$16.05M0.0%+12.0%1.423%
2/12/2025Franklin Resources Inc.1,023,176$19.04M0.0%-8.2%1.689%
2/12/2025B. Metzler seel. Sohn & Co. AG146,097$2.72M0.0%+45.6%0.241%
2/12/2025Alliancebernstein L.P.28,060$522K0.0%+14.0%0.046%
2/12/2025Wellington Management Group LLP847,870$15.78M0.0%+4.2%1.400%
2/12/2025Clearbridge Investments LLC684,155$12.73M0.0%N/A1.130%
2/12/2025JPMorgan Chase & Co.2,141,209$39.85M0.0%+7.8%3.535%
2/11/2025Corebridge Financial Inc.15,088$281K0.0%-7.0%0.025%
2/11/2025Vanguard Group Inc.2,351,614$43.76M0.0%+25.6%3.882%
2/11/2025LPL Financial LLC25,258$470K0.0%N/A0.042%
2/11/2025KLP Kapitalforvaltning AS16,400$305K0.0%N/A0.027%
2/11/2025Sei Investments Co.139,350$2.59M0.0%+107.9%0.230%
2/11/2025American Century Companies Inc.10,728$200K0.0%N/A0.018%
2/11/2025Whittier Trust Co. of Nevada Inc.2,745$51K0.0%N/A0.005%
2/11/2025Intech Investment Management LLC16,055$299K0.0%N/A0.027%
2/10/2025Natixis Advisors LLC12,145$226K0.0%N/A0.020%
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2/10/2025Swiss National Bank82,300$1.53M0.0%+27.4%0.136%
2/7/2025PNC Financial Services Group Inc.16,235$302K0.0%+107.6%0.027%
2/6/2025Raymond James Financial Inc.89,969$1.67M0.0%N/A0.149%
2/6/2025Arizona State Retirement System12,265$228K0.0%N/A0.020%
2/6/2025 M&T Bank Corp45,415$846K0.0%+38.1%0.075%
2/6/2025Assetmark Inc.2,455$46K0.0%+68.7%0.004%
2/6/2025Charles Schwab Investment Management Inc.309,851$5.77M0.0%+23.2%0.512%
2/5/2025Mutual of America Capital Management LLC389,730$7.25M0.1%+5.6%0.643%
2/5/2025Versor Investments LP11,500$214K0.0%-10.9%0.019%
2/5/2025 Oppenheimer Asset Management Inc.10,956$204K0.0%N/A0.018%
(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, 155 institutional investors and hedge funds held shares of First Watch Restaurant Group. The most heavily invested institutionals were Advent International L.P. ($357.12M), Champlain Investment Partners LLC ($48.06M), Gilder Gagnon Howe & Co. LLC ($45.30M), Vanguard Group Inc. ($43.76M), JPMorgan Chase & Co. ($39.85M), Lazard Asset Management LLC ($39.10M), and 12 West Capital Management LP ($37.47M).Learn more on FWRG's institutional investors.

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

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

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

Of the 144 institutional investors that purchased First Watch Restaurant Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lazard Asset Management LLC ($2.10M), The Manufacturers Life Insurance Company ($1.88M), Vanguard Group Inc. ($998.15K), Champlain Investment Partners LLC ($958.42K), WCM Investment Management LLC ($942.48K), Mesirow Institutional Investment Management Inc. ($833.19K), and Deepwater Asset Management LLC ($802.63K).

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

Institutional investors have bought a total of 23,921,665 shares in the last 24 months. This purchase volume represents approximately $438.91M in transactions.

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

Of the 42 institutional investors that sold First Watch Restaurant Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advent International L.P. ($8.45M), Federated Hermes Inc. ($825.84K), Allspring Global Investments Holdings LLC ($280.10K), Granahan Investment Management LLC ($164.50K), Point72 Asset Management L.P. ($162.43K), RK Capital Management LLC ($154.60K), and 1832 Asset Management L.P. ($129.53K).

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

Institutional investors have sold a total of 11,148,390 shares in the last 24 months. This volume of shares sold represents approximately $205.38M in transactions.


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This page (NASDAQ:FWRG) was last updated on 5/2/2025 by MarketBeat.com Staff
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