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First Watch Restaurant Group (FWRG) Institutional Ownership

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$15.91 +0.36 (+2.32%)
Closing price 04:00 PM Eastern
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$15.91 0.00 (0.00%)
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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)
116
Total
Institutional Inflows
(last 12 months)
$298.19M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$214.60M
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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
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC488,322$8.13M0.0%-1.7%0.801%
5/16/2025 Vancity Investment Management Ltd45,509$758K0.1%N/A0.075%
5/16/2025 Goldman Sachs Group Inc.334,395$5.57M0.0%-28.3%0.548%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.22,766$379K0.0%+31.8%0.037%
5/16/2025 Granahan Investment Management LLC1,594,267$26.55M1.3%+8.3%2.614%
5/16/2025 Ancora Advisors LLC121,010$2.02M0.0%+372.0%0.198%
5/16/2025 12 West Capital Management LP1,490,701$24.82M3.7%-26.0%2.444%
5/15/2025 Royal Bank of Canada54,267$903K0.0%+67.3%0.089%
5/15/2025 The Manufacturers Life Insurance Company 1,539,692$25.64M0.0%+0.8%2.524%
5/15/2025 State of Wyoming5,882$98K0.0%+83.0%0.010%
5/15/2025 Landscape Capital Management L.L.C.131,436$2.19M0.2%-11.7%0.215%
5/15/2025 Champlain Investment Partners LLC2,089,423$34.79M0.3%-19.1%3.426%
5/14/2025 Corebridge Financial Inc.18,812$313K0.0%+24.7%0.031%
5/14/2025 Comerica Bank3,236$54K0.0%-37.3%0.005%
5/14/2025 MetLife Investment Management LLC834,830$13.90M0.1%+3,919.8%1.369%
5/14/2025 Penn Capital Management Company LLC1,010,755$16.87M1.6%+37.4%1.657%
5/14/2025 Wellington Management Group LLP831,105$13.84M0.0%-2.0%1.363%
5/13/2025 American Century Companies Inc.50,320$838K0.0%+369.1%0.083%
5/13/2025 Deepwater Asset Management LLC681,339$11.34M4.8%-13.6%1.117%
5/13/2025 Russell Investments Group Ltd.215,283$3.58M0.0%+100.5%0.353%
5/12/2025 Nuveen LLC65,148$1.09M0.0%N/A0.107%
5/12/2025 Invesco Ltd.45,198$753K0.0%+86.9%0.074%
5/9/2025 Deutsche Bank AG23,437$390K0.0%-9.7%0.038%
5/9/2025 Charles Schwab Investment Management Inc.320,706$5.34M0.0%+3.5%0.526%
5/9/2025 Vanguard 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%
5/9/2025 PNC Financial Services Group Inc.16,943$282K0.0%+4.4%0.028%
5/8/2025 Blueshift Asset Management LLC10,975$183K0.1%N/A0.018%
5/8/2025 Arkadios Wealth Advisors68,503$1.14M0.0%N/A0.112%
5/8/2025 Federated 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%
5/5/2025 GW&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%
5/1/2025 Rice 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%
5/1/2025 New 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%
4/30/2025 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%
Trump + Musk = AI’s turning point (Ad)

Trump may not code… but he knows how to pick winners. And according to insiders, his administration is preparing to fast-track a new class of AI infrastructure tech. Elon Musk has already poured $51 million into it.

Chris Rowe just shared the full details in a live presentation… Watch it here before it comes down.
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%
3/24/2025 Wellington Management Group LLP847,870$15.78M0.0%+4.2%1.397%
3/18/2025 California State Teachers Retirement System38,653$719K0.0%+23.9%0.064%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH20,273$377K0.0%N/A0.033%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC496,891$9.25M0.0%-13.0%0.820%
2/17/2025 Squarepoint Ops LLC243,101$4.52M0.0%+42.8%0.401%
2/17/2025 Two Sigma Advisers LP50,900$947K0.0%N/A0.084%
2/17/2025 Two Sigma Investments LP211,865$3.94M0.0%+159.3%0.350%
2/17/2025 State of Wyoming3,214$60K0.0%+212.6%0.005%
2/17/2025 Point72 Asset Management L.P.140,098$2.61M0.0%-53.7%0.231%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.17,269$321K0.0%+3.7%0.029%
2/17/2025 Lazard Asset Management LLC2,100,757$39.10M0.1%N/A3.468%
2/17/2025 Janus Henderson Group PLC16,969$315K0.0%N/A0.028%
2/17/2025 Granahan Investment Management LLC1,471,610$27.39M1.1%+42.7%2.430%
2/17/2025 Deutsche Bank AG25,966$483K0.0%+58.5%0.043%
2/17/2025 Brevan Howard Capital Management LP11,865$221K0.0%N/A0.020%
2/17/2025 Captrust Financial Advisors10,193$190K0.0%N/A0.017%
2/17/2025 Brown Advisory Inc.1,448,822$26.96M0.0%-1.0%2.392%
2/17/2025 Balyasny Asset Management L.P.468,542$8.72M0.0%+1,566.3%0.774%
2/17/2025 Bayesian Capital Management LP32,469$604K0.1%+100.8%0.054%
2/17/2025 Bank of America Corp DE581,598$10.82M0.0%-15.4%0.960%
2/17/2025 BNP Paribas Financial Markets4,608$86K0.0%N/A0.008%
2/17/2025 Ameriprise Financial Inc.249,743$4.65M0.0%+18.8%0.412%
2/17/2025 Ancora Advisors LLC25,640$477K0.0%N/A0.042%
2/17/2025 ArrowMark Colorado Holdings LLC351,642$6.54M0.1%+7.1%0.581%
2/17/2025 Advent International L.P.19,189,784$357.12M8.3%-29.4%31.682%
2/14/2025 Jane Street Group LLC30,519$568K0.0%-38.2%0.050%
2/14/2025 Comerica Bank5,157$96K0.0%+316.2%0.009%
2/14/2025 Northern Trust Corp303,829$5.65M0.0%+16.2%0.502%
2/14/2025 The Manufacturers Life Insurance Company1,528,128$28.44M0.0%-0.3%2.523%
2/14/2025 Tudor Investment Corp ET AL157,107$2.92M0.0%N/A0.259%
2/14/2025 Gilder Gagnon Howe & Co. LLC2,434,073$45.30M0.5%+0.2%4.019%
2/14/2025 Penn Capital Management Company LLC735,486$13.69M1.3%+34.7%1.214%
2/14/2025 Price T Rowe Associates Inc. MD12,071$225K0.0%N/A0.020%
2/14/2025 MetLife 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%
2/14/2025 Dimensional Fund Advisors LP1,923,901$35.80M0.0%+15.6%3.176%
Trump + Musk = AI’s turning point (Ad)

Trump may not code… but he knows how to pick winners. And according to insiders, his administration is preparing to fast-track a new class of AI infrastructure tech. Elon Musk has already poured $51 million into it.

Chris Rowe just shared the full details in a live presentation… Watch it here before it comes down.
2/14/2025 Commerce Bank22,350$416K0.0%+67.9%0.037%
2/13/2025 Champlain Investment Partners LLC2,582,303$48.06M0.3%+59.0%4.263%
2/13/2025 Marshall Wace LLP221,702$4.13M0.0%+986.1%0.366%
2/13/2025 Wasatch Advisors LP470,989$8.77M0.0%N/A0.778%
2/13/2025 Mariner LLC21,446$399K0.0%+5.1%0.035%
2/13/2025 Barclays PLC86,575$1.61M0.0%-49.8%0.143%
2/13/2025 12 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%
2/13/2025 Raymond James Financial Inc.89,969$1.67M0.0%N/A0.149%
2/13/2025 Legal & General Group Plc40,462$753K0.0%+21.9%0.067%
(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, 157 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 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 147 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 ($1.89M), Vanguard Group Inc. ($1.04M), Champlain Investment Partners LLC ($958.42K), WCM Investment Management LLC ($942.48K), Mesirow Institutional Investment Management Inc. ($833.19K), and MetLife Investment Management LLC ($816.90K).

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

Institutional investors have bought a total of 25,413,359 shares in the last 24 months. This purchase volume represents approximately $463.93M in transactions.

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

Of the 46 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. ($1.02M), 12 West Capital Management LP ($522.71K), Champlain Investment Partners LLC ($498.22K), Allspring Global Investments Holdings LLC ($280.10K), Kornitzer Capital Management Inc. KS ($232.70K), and GW&K Investment Management LLC ($207.02K).

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

Institutional investors have sold a total of 12,904,394 shares in the last 24 months. This volume of shares sold represents approximately $234.68M in transactions.



This page (NASDAQ:FWRG) was last updated on 5/22/2025 by MarketBeat.com Staff
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