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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$13.11 +0.14 (+1.09%)
As of 01:46 PM Eastern
This is a fair market value price provided by Massive. 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)
142
Total
Institutional Inflows
(last 12 months)
$478.89M
Number of
Institutional Sellers
(last 12 months)
56
Total
Institutional Outflows
(last 12 months)
$349.44M
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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
8/14/2026Legal & General Group Plc48,927$631K0.0%N/A0.079%
8/14/2026The Manufacturers Life Insurance Company 3,823,982$49.29M0.0%N/A6.197%
8/13/2026Cibc World Market Inc.77,000$993K0.0%N/A0.125%
8/12/2026 Commerce Bank29,279$377K0.0%N/A0.047%
8/12/2026 Landscape Capital Management L.L.C.314,117$4.05M0.3%N/A0.509%
8/12/2026 Ieq Capital LLC43,289$558K0.0%N/A0.070%
8/11/2026 Paralel Advisors LLC900,000$11.60M0.4%N/A1.458%
8/11/2026 Allworth Financial LP2,225$29K0.0%N/A0.004%
8/11/2026 Western Standard LLC513,240$6.62M2.2%N/A0.832%
8/7/2026 BlackRock Inc.4,534,132$58.45M0.0%N/A7.347%
8/7/2026 Deutsche Bank AG64,736$834K0.0%N/A0.105%
8/7/2026 Rice Hall James & Associates LLC138,372$1.78M0.1%N/A0.224%
8/7/2026 Persistent Asset Partners Ltd9,415$121K0.0%N/A0.015%
8/6/2026 Bank of New York Mellon Corp3,719,038$47.94M0.0%N/A6.033%
8/6/2026 State of Wyoming6,253$81K0.0%N/A0.010%
8/3/2026 Oppenheimer Asset Management Inc.104,278$1.34M0.0%N/A0.169%
7/7/2026 Moody National Bank Trust Division112,679$1.45M0.1%+38.1%0.183%
5/26/2026 Glenmede Trust Co. NA25,130$263K0.0%N/A0.041%
5/22/2026 Access 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%
5/19/2026 Arkadios 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 Company3,357,950$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%
5/15/2026 Rice 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%
5/15/2026 Wealth Alliance LLC15,187$159K0.0%N/A0.025%
5/14/2026Sei Investments Co.464,782$4.87M0.0%+94.7%0.754%
5/13/2026 Cetera Investment Advisers10,045$105K0.0%N/A0.016%
5/13/2026 First Trust Advisors LP346,201$3.63M0.0%+61.2%0.562%
5/12/2026 Insight Advisors LLC PA11,450$120K0.0%N/A0.019%
5/7/2026 Dimensional Fund Advisors LP3,084,886$32.33M0.0%+19.7%5.006%
5/6/2026 Bessemer Group Inc.9,280$97K0.0%-71.1%0.015%
5/5/2026 Bank 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%
5/4/2026 Emerald Advisers LLC947,110$9.93M0.3%-3.2%1.537%
5/1/2026 Fifth Third Bancorp13,618$143K0.0%+702.9%0.022%
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5/1/2026 Kornitzer Capital Management Inc. KS310,837$3.26M0.1%+0.5%0.504%
4/30/2026 Sumitomo Mitsui Trust Group Inc.62,393$654K0.0%+108.5%0.101%
4/29/2026 Avory & Company LLC254,147$2.66M3.4%-24.4%0.412%
4/28/2026 Hodges Capital Management Inc.1,481,777$15.53M1.3%+113.7%2.405%
4/28/2026 Stephens Investment Management Group LLC1,659,799$17.40M0.2%+21.4%2.693%
4/28/2026 Hunter Associates Investment Management LLC151,970$1.60M0.2%N/A0.247%
4/27/2026 First Dallas Securities Inc.166,750$1.75M0.6%+327.6%0.271%
4/27/2026 Y Intercept Hong Kong Ltd40,847$428K0.0%N/A0.066%
4/22/2026 1492 Capital Management LLC172,938$1.81M0.7%N/A0.281%
4/22/2026 Sterling Capital Management LLC57,719$605K0.0%-45.2%0.094%
4/21/2026 Wasatch Advisors LP441,416$4.63M0.0%-2.3%0.716%
4/18/2026 Riverbridge Partners LLC2,091,700$21.92M0.5%+90.8%3.395%
4/16/2026 SG Americas Securities LLC10,172$107K0.0%-39.4%0.017%
4/16/2026 Diversified 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%
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%
2/17/2026 Russell 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%
2/17/2026 Rice Hall James & Associates LLC134,599$2.03M0.1%+22.0%0.221%
2/17/2026 71 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%
2/13/2026 Kestra Advisory Services LLC7,371$111K0.0%N/A0.012%
2/13/2026Marshall Wace LLP527,692$7.96M0.0%-67.8%0.865%
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2/13/2026The Manufacturers Life Insurance Company 1,850,876$27.91M0.0%+5.6%3.033%
2/13/2026 Commerce Bank29,868$450K0.0%+18.2%0.049%
2/13/2026 Arkadios Wealth Advisors73,496$1.11M0.0%-7.6%0.120%
2/13/2026 First Trust Advisors LP214,816$3.24M0.0%+33.2%0.352%
2/13/2026 Champlain 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%
2/13/2026 Police & Firemen s Retirement System of New Jersey13,751$207K0.0%+21.8%0.023%
2/13/2026 State Street Corp1,092,886$16.48M0.0%+15.4%1.791%
2/13/2026 Boston Partners23,790$359K0.0%N/A0.039%
2/13/2026Dynamic Technology Lab Private Ltd11,314$171K0.0%-69.2%0.019%


FWRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 206 institutional investors and hedge funds held shares of First Watch Restaurant Group. The most heavily invested institutionals were Advent International L.P. ($82.73M), BlackRock Inc. ($58.45M), Vanguard Group Inc. ($50.08M), Bank of New York Mellon Corp ($47.94M), The Manufacturers Life Insurance Company ($35.19M), Gilder Gagnon Howe & Co. LLC ($35.13M), and Dimensional Fund Advisors LP ($32.33M).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 196 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: Bank of New York Mellon Corp ($5.97M), BlackRock Inc. ($4.53M), The Manufacturers Life Insurance Company ($2.89M), Lazard Asset Management LLC ($2.52M), Riverbridge Partners LLC ($2.28M), Hodges Capital Management Inc. ($1.48M), and Vanguard Group Inc. ($1.40M).

Institutional investors have bought a total of 32,148,786 shares in the last 24 months. This purchase volume represents approximately $428.96M in transactions.

Of the 54 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), Champlain Investment Partners LLC ($815.61K), Brown Advisory Inc. ($700.34K), 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 22,581,426 shares in the last 24 months. This volume of shares sold represents approximately $349.44M in transactions.



Institutional ownership data for NASDAQ:FWRG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/14/2026. New 13F filings are added each quarter as they're published.
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