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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$13.09 0.00 (0.00%)
Closing price 07/2/2026 04:00 PM Eastern
Extended Trading
$13.12 +0.03 (+0.23%)
As of 07/2/2026 06:38 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 Massive. Learn more.
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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)
152
Total
Institutional Inflows
(last 12 months)
$386.61M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$366.84M
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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
5/26/2026Glenmede Trust Co. NA25,130$263K0.0%N/A0.041%
5/22/2026Access Investment Management LLC161,210$1.69M0.4%N/A0.262%
5/19/2026Bank of America Corp DE1,052,426$11.03M0.0%+76.7%1.707%
5/19/2026Arkadios Wealth Advisors71,413$748K0.0%-2.8%0.116%
5/18/2026California State Teachers Retirement System77,373$811K0.0%+67.9%0.126%
5/18/2026Royal Bank of Canada48,381$506K0.0%+35.2%0.078%
5/18/2026Empowered Funds LLC166,559$1.75M0.0%N/A0.270%
5/16/2026The Manufacturers Life Insurance Company 3,357,950$35.19M0.0%+81.4%5.447%
5/16/2026Quantinno Capital Management LP183,171$1.92M0.0%+1,448.5%0.297%
5/16/2026Lazard Asset Management LLC1,780,839$18.66M0.0%+9.5%2.889%
5/15/2026Rice Hall James & Associates LLC139,855$1.47M0.1%+3.9%0.227%
5/15/2026Granahan Investment Management LLC1,088,037$11.40M0.6%-25.0%1.765%
5/15/2026Wealth Alliance LLC15,187$159K0.0%N/A0.025%
5/14/2026Sei Investments Co.464,782$4.87M0.0%+94.7%0.754%
5/13/2026Cetera Investment Advisers10,045$105K0.0%N/A0.016%
5/13/2026First Trust Advisors LP346,201$3.63M0.0%+61.2%0.562%
5/12/2026Insight Advisors LLC PA11,450$120K0.0%N/A0.019%
5/7/2026Dimensional Fund Advisors LP3,084,886$32.33M0.0%+19.7%5.006%
5/6/2026Bessemer Group Inc.9,280$97K0.0%-71.1%0.015%
5/5/2026Bank of New York Mellon Corp3,957,697$41.48M0.0%+96.7%6.423%
5/5/2026Sanctuary Advisors LLC13,462$141K0.0%+25.3%0.022%
5/4/2026Emerald Advisers LLC947,110$9.93M0.3%-3.2%1.537%
5/1/2026Fifth Third Bancorp13,618$143K0.0%+702.9%0.022%
5/1/2026Kornitzer Capital Management Inc. KS310,837$3.26M0.1%+0.5%0.504%
4/30/2026Sumitomo Mitsui Trust Group Inc.62,393$654K0.0%+108.5%0.101%
4/29/2026Avory & Company LLC254,147$2.66M3.4%-24.4%0.412%
4/28/2026Hodges Capital Management Inc.1,481,777$15.53M1.3%+113.7%2.405%
4/28/2026Stephens Investment Management Group LLC1,659,799$17.40M0.2%+21.4%2.693%
4/28/2026Hunter Associates Investment Management LLC151,970$1.60M0.2%N/A0.247%
4/27/2026First Dallas Securities Inc.166,750$1.75M0.6%+327.6%0.271%
4/27/2026Y Intercept Hong Kong Ltd40,847$428K0.0%N/A0.066%
4/22/20261492 Capital Management LLC172,938$1.81M0.7%N/A0.281%
4/22/2026Sterling Capital Management LLC57,719$605K0.0%-45.2%0.094%
4/21/2026Wasatch Advisors LP441,416$4.63M0.0%-2.3%0.716%
4/18/2026Riverbridge Partners LLC2,091,700$21.92M0.5%+90.8%3.395%
4/16/2026SG Americas Securities LLC10,172$107K0.0%-39.4%0.017%
4/16/2026Diversified Trust Co25,654$269K0.0%+4.7%0.042%
3/17/2026Rockefeller Capital Management L.P.4,153$63K0.0%N/A0.007%
2/19/2026Vancity Investment Management Ltd44,118$665K0.1%-7.5%0.072%
2/19/2026Invesco Ltd.89,637$1.35M0.0%+31.7%0.147%
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2/18/2026XTX Topco Ltd76,662$1.16M0.0%N/A0.126%
2/18/2026VARCOV Co.74,782$1.13M0.4%N/A0.123%
2/18/2026Wellington Management Group LLP1,069,506$16.13M0.0%-5.5%1.752%
2/18/2026Twinbeech Capital LP13,589$205K0.0%N/A0.022%
2/18/2026Oxford Asset Management LLP16,504$249K0.1%N/A0.027%
2/18/2026Millennium Management LLC57,258$863K0.0%-91.8%0.094%
2/18/2026Man Group plc124,027$1.87M0.0%+49.3%0.203%
2/18/2026Manatuck Hill Partners LLC459,900$6.94M2.4%+55.9%0.754%
2/18/2026Engineers Gate Manager LP34,830$525K0.0%+194.5%0.057%
2/18/202612 West Capital Management LP1,070,701$16.15M1.9%-28.2%1.754%
2/17/2026AQR Capital Management LLC15,894$240K0.0%N/A0.026%
2/17/2026Lazard Asset Management LLC1,626,821$24.53M0.0%-23.6%2.666%
2/17/2026ArrowMark Colorado Holdings LLC588,565$8.88M0.2%-3.2%0.964%
2/17/2026Price T Rowe Associates Inc. MD30,254$457K0.0%+24.4%0.050%
2/17/2026California State Teachers Retirement System46,092$695K0.0%+1.8%0.076%
2/17/2026Russell Investments Group Ltd.688,715$10.39M0.0%+102.0%1.128%
2/17/2026Granahan Investment Management LLC1,451,237$21.89M0.9%-13.0%2.378%
2/17/2026Kemnay Advisory Services Inc.4,353$66K0.0%N/A0.007%
2/17/2026Captrust Financial Advisors60,377$910K0.0%+75.9%0.099%
2/17/2026Fred Alger Management LLC1,036,560$15.63M0.1%+183.9%1.698%
2/17/2026ExodusPoint Capital Management LP290,791$4.39M0.0%+221.6%0.476%
2/17/2026Royal Bank of Canada35,783$540K0.0%-61.8%0.059%
2/17/2026Magnetar Financial LLC37,609$567K0.0%+99.2%0.062%
2/17/2026Rice Hall James & Associates LLC134,599$2.03M0.1%+22.0%0.221%
2/17/202671 West Capital Partners26,130$394K0.0%N/A0.043%
2/16/2026Squarepoint Ops LLC464,901$7.01M0.0%+18.8%0.762%
2/16/2026Verition Fund Management LLC23,498$354K0.0%-42.5%0.039%
2/16/2026PEAK6 LLC46,003$694K0.0%N/A0.075%
2/16/2026Entropy Technologies LP13,962$211K0.0%N/A0.023%
2/16/2026Barclays PLC85,916$1.30M0.0%-15.3%0.141%
2/16/2026Brown Advisory Inc.228,460$3.45M0.0%-75.4%0.374%
2/13/2026Kestra Advisory Services LLC7,371$111K0.0%N/A0.012%
2/13/2026Marshall Wace LLP527,692$7.96M0.0%-67.8%0.865%
2/13/2026The Manufacturers Life Insurance Company 1,850,876$27.91M0.0%+5.6%3.033%
2/13/2026Commerce Bank29,868$450K0.0%+18.2%0.049%
2/13/2026Arkadios Wealth Advisors73,496$1.11M0.0%-7.6%0.120%
2/13/2026First Trust Advisors LP214,816$3.24M0.0%+33.2%0.352%
2/13/2026Champlain Investment Partners LLC1,137,880$17.16M0.2%-40.8%1.864%
2/13/2026Charles Schwab Investment Management Inc.411,754$6.21M0.0%+6.3%0.675%
2/13/2026Police & Firemen s Retirement System of New Jersey13,751$207K0.0%+21.8%0.023%
2/13/2026State Street Corp1,092,886$16.48M0.0%+15.4%1.791%
2/13/2026Boston Partners23,790$359K0.0%N/A0.039%
2/13/2026Dynamic Technology Lab Private Ltd11,314$171K0.0%-69.2%0.019%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC74,199$1.12M0.0%+15.9%0.122%
2/13/2026Wells Fargo & Company MN262,232$3.95M0.0%+160.9%0.430%
2/12/2026Wasatch Advisors LP451,868$6.81M0.0%+22.2%0.740%
2/12/2026MetLife Investment Management LLC1,069,955$16.14M0.1%+0.5%1.753%
2/12/2026Dimensional Fund Advisors LP2,576,182$38.85M0.0%+5.5%4.221%
2/12/2026Federated Hermes Inc.912,000$13.75M0.0%-8.6%1.494%
2/12/2026New York State Common Retirement Fund706,138$10.65M0.0%+6.5%1.157%
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2/12/2026Loomis Sayles & Co. L P1,857,812$28.02M0.0%+7.6%3.044%
2/12/2026Swiss National Bank108,300$1.63M0.0%+22.1%0.177%
2/12/2026Nuveen LLC74,480$1.12M0.0%+13.8%0.122%
2/11/2026Hodges Capital Management Inc.693,341$10.46M0.9%+385.1%1.136%
2/11/2026Deutsche Bank AG45,108$680K0.0%+23.6%0.074%
2/11/2026First Dallas Securities Inc.39,000$588K0.2%N/A0.064%
2/11/2026GW&K Investment Management LLC2,032,631$30.65M0.3%+18.1%3.331%
2/11/2026Cerity Partners LLC45,793$691K0.0%N/A0.075%
2/11/2026LPL Financial LLC95,538$1.44M0.0%+7.9%0.157%
2/11/2026Franklin Resources Inc.1,047,439$15.80M0.0%+10.2%1.716%


FWRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 205 institutional investors and hedge funds held shares of First Watch Restaurant Group. The most heavily invested institutionals were Advent International L.P. ($82.73M), Vanguard Group Inc. ($50.08M), Bank of New York Mellon Corp ($41.48M), The Manufacturers Life Insurance Company ($35.19M), Gilder Gagnon Howe & Co. LLC ($35.13M), Dimensional Fund Advisors LP ($32.33M), and GW&K Investment Management LLC ($30.65M).Learn more on First Watch Restaurant Group's institutional investors.

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

Of the 193 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: The Manufacturers Life Insurance Company ($2.89M), Lazard Asset Management LLC ($2.52M), Bank of New York Mellon Corp ($2.28M), Riverbridge Partners LLC ($2.28M), Hodges Capital Management Inc. ($1.48M), Vanguard Group Inc. ($1.40M), and Woodline Partners LP ($1.30M).

Institutional investors have bought a total of 27,448,848 shares in the last 24 months. This purchase volume represents approximately $386.61M in transactions.

Of the 60 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. ($13.90M), Marshall Wace LLP ($1.11M), Brown Advisory Inc. ($1.01M), Champlain Investment Partners LLC ($951.54K), Lazard Asset Management LLC ($654.32K), Millennium Management LLC ($638.80K), and Balyasny Asset Management L.P. ($580.32K).

Institutional investors have sold a total of 23,666,203 shares in the last 24 months. This volume of shares sold represents approximately $366.84M in transactions.


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This page (NASDAQ:FWRG) was last updated on 7/5/2026 by MarketBeat.com Staff.
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