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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$17.23 -0.34 (-1.91%)
Closing price 07/3/2025 02:49 PM Eastern
Extended Trading
$17.23 0.00 (0.00%)
As of 07/3/2025 04:37 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.
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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)
$298.28M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$216.79M
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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
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%
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%
5/9/2025Atria 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%
5/8/2025Arkadios Wealth Advisors68,503$1.14M0.0%N/A0.112%
5/8/2025Federated Hermes Inc.957,000$15.93M0.0%-17.1%1.570%
5/7/2025Zurcher 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%
5/5/2025SRH Advisors LLC31,395$523K0.2%+157.7%0.051%
5/2/2025Kornitzer 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%
5/1/2025Stephens 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%
5/1/2025Mutual of America Capital Management LLC390,333$6.50M0.1%+0.2%0.640%
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4/30/2025Brown Advisory Inc.1,416,481$23.58M0.0%-2.2%2.323%
4/29/2025Envestnet Asset Management Inc.86,647$1.44M0.0%+30.7%0.142%
4/29/2025Bank of New York Mellon Corp238,661$3.97M0.0%+203.6%0.391%
4/28/2025WCM Investment Management LLC948,432$15.99M0.0%+0.1%1.556%
4/25/2025Sumitomo Mitsui Trust Group Inc.15,582$259K0.0%N/A0.026%
4/24/2025Allspring Global Investments Holdings LLC543,863$9.06M0.0%-5.7%0.892%
4/24/2025Diversified Trust Co21,926$365K0.0%-24.5%0.036%
4/24/2025Avory & Company LLC341,553$5.69M3.5%N/A0.560%
4/23/2025Bessemer Group Inc.33,609$559K0.0%-15.5%0.055%
4/23/2025Oppenheimer Asset Management Inc.13,039$217K0.0%+19.0%0.021%
4/15/2025SG Americas Securities LLC56,466$940K0.0%+272.0%0.093%
4/15/2025Accurate Wealth Management LLC49,369$866K0.2%N/A0.081%
4/14/2025Harbor Capital Advisors Inc.7,274$121K0.0%-50.3%0.012%
4/8/2025Rhumbline Advisers50,677$844K0.0%+12.9%0.083%
4/7/2025GAMMA Investing LLC5,445$91K0.0%+1,617.7%0.009%
4/4/2025Moody 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%
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%
2/17/2025Brevan Howard Capital Management LP11,865$221K0.0%N/A0.020%
2/17/2025Captrust Financial Advisors10,193$190K0.0%N/A0.017%
2/17/2025Brown Advisory Inc.1,448,822$26.96M0.0%-1.0%2.392%
2/17/2025Balyasny Asset Management L.P.468,542$8.72M0.0%+1,566.3%0.774%
2/17/2025Bayesian Capital Management LP32,469$604K0.1%+100.8%0.054%
2/17/2025Bank of America Corp DE581,598$10.82M0.0%-15.4%0.960%
2/17/2025BNP Paribas Financial Markets4,608$86K0.0%N/A0.008%
2/17/2025Ameriprise Financial Inc.249,743$4.65M0.0%+18.8%0.412%
2/17/2025Ancora Advisors LLC25,640$477K0.0%N/A0.042%
2/17/2025ArrowMark Colorado Holdings LLC351,642$6.54M0.1%+7.1%0.581%
2/17/2025Advent International L.P.19,189,784$357.12M8.3%-29.4%31.682%
2/14/2025Jane Street Group LLC30,519$568K0.0%-38.2%0.050%
2/14/2025Comerica Bank5,157$96K0.0%+316.2%0.009%
2/14/2025Northern Trust Corp303,829$5.65M0.0%+16.2%0.502%
2/14/2025The Manufacturers Life Insurance Company1,528,128$28.44M0.0%-0.3%2.523%
2/14/2025Tudor Investment Corp ET AL157,107$2.92M0.0%N/A0.259%
2/14/2025Gilder Gagnon Howe & Co. LLC2,434,073$45.30M0.5%+0.2%4.019%
2/14/2025Penn Capital Management Company LLC735,486$13.69M1.3%+34.7%1.214%
2/14/2025Price T Rowe Associates Inc. MD12,071$225K0.0%N/A0.020%
2/14/2025MetLife Investment Management LLC20,768$386K0.0%+15.8%0.034%
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2/14/2025Mesirow Institutional Investment Management Inc.833,188$15.51M1.2%N/A1.376%
2/14/2025Dimensional Fund Advisors LP1,923,901$35.80M0.0%+15.6%3.176%
2/14/2025Commerce Bank22,350$416K0.0%+67.9%0.037%
2/13/2025Champlain Investment Partners LLC2,582,303$48.06M0.3%+59.0%4.263%
2/13/2025Marshall Wace LLP221,702$4.13M0.0%+986.1%0.366%
2/13/2025Wasatch Advisors LP470,989$8.77M0.0%N/A0.778%
2/13/2025Mariner LLC21,446$399K0.0%+5.1%0.035%
2/13/2025Barclays PLC86,575$1.61M0.0%-49.8%0.143%
2/13/202512 West Capital Management LP2,013,406$37.47M3.9%+20.2%3.324%
2/13/2025Bessemer Group Inc.39,792$741K0.0%+52.5%0.066%
(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 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 147 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), 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 16,833,271 shares in the last 24 months. This purchase volume represents approximately $298.28M in transactions.

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

Of the 36 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), Federated Hermes Inc. ($1.02M), 12 West Capital Management LP ($522.71K), Champlain Investment Partners LLC ($498.22K), Goldman Sachs Group Inc. ($263.74K), Kornitzer Capital Management Inc. KS ($232.70K), and GW&K Investment Management LLC ($177.09K).

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

Institutional investors have sold a total of 11,938,741 shares in the last 24 months. This volume of shares sold represents approximately $216.79M in transactions.


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This page (NASDAQ:FWRG) was last updated on 7/6/2025 by MarketBeat.com Staff
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