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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$17.66 -0.13 (-0.73%)
Closing price 08/8/2025 04:00 PM Eastern
Extended Trading
$18.38 +0.72 (+4.10%)
As of 08/8/2025 05:57 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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)
125
Total
Institutional Inflows
(last 12 months)
$328.26M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$209.45M
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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
8/8/2025Intech 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%
8/6/2025 First Horizon Advisors Inc.1,950$31K0.0%+207.6%0.003%
8/5/2025 Versor Investments LP47,200$757K0.1%N/A0.077%
8/4/2025 Atria Investments Inc22,423$360K0.0%+84.6%0.037%
8/4/2025 Emerald Mutual Fund Advisers Trust258,538$4.15M0.3%N/A0.424%
8/4/2025 Arkadios Wealth Advisors76,861$1.23M0.0%+12.2%0.126%
8/4/2025 Emerald Advisers LLC384,838$6.17M0.2%N/A0.631%
8/1/2025 Envestnet Asset Management Inc.55,298$887K0.0%-36.2%0.091%
7/31/2025 Oppenheimer Asset Management Inc.22,959$368K0.0%+76.1%0.038%
7/31/2025 Kornitzer Capital Management Inc. KS315,387$5.06M0.1%+5.8%0.517%
7/30/2025 Stephens Investment Management Group LLC768,962$12.33M0.2%+8.5%1.261%
7/29/2025 Mutual of America Capital Management LLC401,737$6.44M0.1%+2.9%0.659%
7/29/2025 WCM Investment Management LLC736,931$11.87M0.0%-22.3%1.208%
7/25/2025 Allspring Global Investments Holdings LLC345,225$5.54M0.0%-36.5%0.566%
7/24/2025 McElhenny Sheffield Capital Management LLC48,000$770K0.0%N/A0.079%
7/23/2025 Capital Management Associates Inc13,023$209K0.1%N/A0.021%
7/22/2025 SRH Advisors LLC27,395$439K0.1%-12.7%0.045%
7/17/2025 LVW Advisors LLC10,813$173K0.0%N/A0.018%
7/15/2025 Riverbridge Partners LLC1,279,544$20.52M0.3%N/A2.098%
7/15/2025 Accurate Wealth Management LLC66,618$1.19M0.2%+34.9%0.109%
7/15/2025 Fifth 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%
7/9/2025 Harbor Capital Advisors Inc.12,667$203K0.0%+74.1%0.021%
7/7/2025 Wesbanco 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%
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5/15/2025The Manufacturers Life Insurance Company 1,539,692$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%
5/9/2025 Atria Wealth Solutions Inc.77,973$1.30M0.0%+7.8%0.128%
5/9/2025PNC Financial Services Group Inc.16,943$282K0.0%+4.4%0.028%
5/8/2025Blueshift Asset Management LLC10,975$183K0.1%N/A0.018%
5/8/2025 Arkadios Wealth Advisors68,503$1.14M0.0%N/A0.112%
5/8/2025Federated Hermes Inc.957,000$15.93M0.0%-17.1%1.570%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 9,807$163K0.0%+85.2%0.016%
5/5/2025GW&K Investment Management LLC1,634,092$27.21M0.3%-9.8%2.680%
5/5/2025 SRH Advisors LLC31,395$523K0.2%+157.7%0.051%
5/2/2025 Kornitzer Capital Management Inc. KS298,167$4.96M0.1%-37.6%0.489%
5/1/2025Rice Hall James & Associates LLC165,984$2.76M0.2%+89.8%0.272%
5/1/2025 Stephens 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%
5/1/2025 Mutual of America Capital Management LLC390,333$6.50M0.1%+0.2%0.640%
4/30/2025Brown 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%
4/15/2025SG 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%
4/8/2025Rhumbline 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%
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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%
(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, 168 institutional investors and hedge funds held shares of First Watch Restaurant Group. The most heavily invested institutionals were Advent International L.P. ($357.12M), Gilder Gagnon Howe & Co. LLC ($45.30M), Vanguard Group Inc. ($39.93M), JPMorgan Chase & Co. ($39.85M), Lazard Asset Management LLC ($39.10M), Dimensional Fund Advisors LP ($35.80M), and Champlain Investment Partners LLC ($34.79M).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 158 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 ($2.10M), The Manufacturers Life Insurance Company ($1.89M), Riverbridge Partners LLC ($1.28M), Vanguard Group Inc. ($1.04M), Champlain Investment Partners LLC ($958.42K), WCM Investment Management LLC ($942.48K), and Mesirow Institutional Investment Management Inc. ($833.19K).

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

Institutional investors have bought a total of 18,547,561 shares in the last 24 months. This purchase volume represents approximately $324.93M in transactions.

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

Of the 37 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. ($8M), 12 West Capital Management LP ($522.71K), Champlain Investment Partners LLC ($498.22K), Federated Hermes Inc. ($397.67K), Goldman Sachs Group Inc. ($263.74K), Allspring Global Investments Holdings LLC ($231.67K), and WCM Investment Management LLC ($217.56K).

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

Institutional investors have sold a total of 11,561,998 shares in the last 24 months. This volume of shares sold represents approximately $209.45M in transactions.



This page (NASDAQ:FWRG) was last updated on 8/9/2025 by MarketBeat.com Staff
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