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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$11.49 0.00 (0.00%)
Closing price 05/22/2026 04:00 PM Eastern
Extended Trading
$11.50 +0.00 (+0.04%)
As of 05/22/2026 07:02 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.

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)
151
Total
Institutional Inflows
(last 12 months)
$386.44M
Number of
Institutional Sellers
(last 12 months)
60
Total
Institutional Outflows
(last 12 months)
$369.03M
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Skip Chart & View Institutional Buying and Selling Data

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
5/22/2026Access Investment Management LLC161,210$1.69M0.4%N/A0.262%
5/19/2026 Bank 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%
5/18/2026 California State Teachers Retirement System77,373$811K0.0%+67.9%0.126%
5/18/2026 Royal Bank of Canada48,381$506K0.0%+35.2%0.078%
5/18/2026 Empowered Funds LLC166,559$1.75M0.0%N/A0.270%
5/16/2026 The Manufacturers Life Insurance Company 3,357,950$35.19M0.0%+81.4%5.447%
5/16/2026 Quantinno Capital Management LP183,171$1.92M0.0%+1,448.5%0.297%
5/16/2026 Lazard 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%
5/15/2026 Granahan Investment Management LLC1,088,037$11.40M0.6%-25.0%1.765%
5/15/2026 Wealth Alliance LLC15,187$159K0.0%N/A0.025%
5/14/2026 Sei 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%
5/5/2026 Sanctuary 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%
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%
3/17/2026 Rockefeller Capital Management L.P.4,153$63K0.0%N/A0.007%
2/19/2026 Vancity Investment Management Ltd44,118$665K0.1%-7.5%0.072%
2/19/2026 Invesco Ltd.89,637$1.35M0.0%+31.7%0.147%
2/18/2026 XTX Topco Ltd76,662$1.16M0.0%N/A0.126%
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2/18/2026 VARCOV Co.74,782$1.13M0.4%N/A0.123%
2/18/2026 Wellington Management Group LLP1,069,506$16.13M0.0%-5.5%1.752%
2/18/2026 Twinbeech Capital LP13,589$205K0.0%N/A0.022%
2/18/2026 Oxford Asset Management LLP16,504$249K0.1%N/A0.027%
2/18/2026 Millennium Management LLC57,258$863K0.0%-91.8%0.094%
2/18/2026 Man Group plc124,027$1.87M0.0%+49.3%0.203%
2/18/2026 Manatuck Hill Partners LLC459,900$6.94M2.4%+55.9%0.754%
2/18/2026 Engineers Gate Manager LP34,830$525K0.0%+194.5%0.057%
2/18/2026 12 West Capital Management LP1,070,701$16.15M1.9%-28.2%1.754%
2/17/2026 AQR Capital Management LLC15,894$240K0.0%N/A0.026%
2/17/2026 Lazard Asset Management LLC1,626,821$24.53M0.0%-23.6%2.666%
2/17/2026 ArrowMark Colorado Holdings LLC588,565$8.88M0.2%-3.2%0.964%
2/17/2026 Price T Rowe Associates Inc. MD30,254$457K0.0%+24.4%0.050%
2/17/2026 California 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%
2/17/2026 Granahan Investment Management LLC1,451,237$21.89M0.9%-13.0%2.378%
2/17/2026 Kemnay Advisory Services Inc.4,353$66K0.0%N/A0.007%
2/17/2026 Captrust Financial Advisors60,377$910K0.0%+75.9%0.099%
2/17/2026 Fred Alger Management LLC1,036,560$15.63M0.1%+183.9%1.698%
2/17/2026 ExodusPoint Capital Management LP290,791$4.39M0.0%+221.6%0.476%
2/17/2026 Royal Bank of Canada35,783$540K0.0%-61.8%0.059%
2/17/2026 Magnetar 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%
2/16/2026 Squarepoint Ops LLC464,901$7.01M0.0%+18.8%0.762%
2/16/2026 Verition Fund Management LLC23,498$354K0.0%-42.5%0.039%
2/16/2026 PEAK6 LLC46,003$694K0.0%N/A0.075%
2/16/2026 Entropy Technologies LP13,962$211K0.0%N/A0.023%
2/16/2026 Barclays PLC85,916$1.30M0.0%-15.3%0.141%
2/16/2026 Brown Advisory Inc.228,460$3.45M0.0%-75.4%0.374%
2/13/2026 Kestra Advisory Services LLC7,371$111K0.0%N/A0.012%
2/13/2026 Marshall Wace LLP527,692$7.96M0.0%-67.8%0.865%
2/13/2026 The 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%
2/13/2026 Charles 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%
2/13/2026 Dynamic Technology Lab Private Ltd11,314$171K0.0%-69.2%0.019%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC74,199$1.12M0.0%+15.9%0.122%
2/13/2026 Wells Fargo & Company MN262,232$3.95M0.0%+160.9%0.430%
2/12/2026 Wasatch Advisors LP451,868$6.81M0.0%+22.2%0.740%
2/12/2026 MetLife Investment Management LLC1,069,955$16.14M0.1%+0.5%1.753%
2/12/2026 Dimensional Fund Advisors LP2,576,182$38.85M0.0%+5.5%4.221%
2/12/2026 Federated Hermes Inc.912,000$13.75M0.0%-8.6%1.494%
2/12/2026 New York State Common Retirement Fund706,138$10.65M0.0%+6.5%1.157%
2/12/2026 Loomis Sayles & Co. L P1,857,812$28.02M0.0%+7.6%3.044%
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2/12/2026 Swiss National Bank108,300$1.63M0.0%+22.1%0.177%
2/12/2026 Nuveen LLC74,480$1.12M0.0%+13.8%0.122%
2/11/2026 Hodges Capital Management Inc.693,341$10.46M0.9%+385.1%1.136%
2/11/2026 Deutsche Bank AG45,108$680K0.0%+23.6%0.074%
2/11/2026 First Dallas Securities Inc.39,000$588K0.2%N/A0.064%
2/11/2026 GW&K Investment Management LLC2,032,631$30.65M0.3%+18.1%3.331%
2/11/2026 Cerity Partners LLC45,793$691K0.0%N/A0.075%
2/11/2026 LPL Financial LLC95,538$1.44M0.0%+7.9%0.157%
2/11/2026 Franklin Resources Inc.1,047,439$15.80M0.0%+10.2%1.716%
2/11/2026 Deepwater Asset Management LLC576,166$8.69M2.5%-20.5%0.944%


FWRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 204 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 192 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 27,429,497 shares in the last 24 months. This purchase volume represents approximately $386.44M 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 23,798,073 shares in the last 24 months. This volume of shares sold represents approximately $369.03M in transactions.



This page (NASDAQ:FWRG) was last updated on 5/25/2026 by MarketBeat.com Staff.
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