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First Watch Restaurant Group (FWRG) Institutional Ownership

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$11.70 -0.41 (-3.39%)
As of 04:00 PM Eastern

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)
138
Total
Institutional Inflows
(last 12 months)
$518.35M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$260.78M
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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
8/27/2026 Corient Private Wealth LP285,062$3.67M0.0%+105.3%0.462%
8/24/2026 Vancity Investment Management Ltd29,117$375K0.1%-33.1%0.047%
8/24/2026 California State Teachers Retirement System972,976$12.54M0.0%+1,157.5%1.577%
8/20/2026 Ancora Advisors LLC319,802$4.12M0.1%+111.4%0.518%
8/20/2026 Penn Capital Management Company LLC1,472,751$19.02M1.2%+29.1%2.387%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC92,917$1.20M0.0%+21.8%0.151%
8/18/2026 Empowered Funds LLC362,916$4.68M0.0%N/A0.588%
8/18/2026Jefferies Financial Group Inc.51,200$660K0.0%N/A0.083%
8/17/2026 Corient Private Wealth LP285,062$3.67M0.0%N/A0.462%
8/17/2026 Bank of America Corp DE1,069,289$13.78M0.0%N/A1.733%
8/15/2026 Freestone Grove Partners LP2,920$38K0.0%N/A0.005%
8/15/2026 Man Group plc80,897$1.04M0.0%N/A0.131%
8/15/2026 Jupiter Topco LLC31,736$409K0.0%N/A0.051%
8/14/2026 Ancora Advisors LLC319,802$4.12M0.1%N/A0.518%
8/14/2026 Canada Pension Plan Investment Board59,300$764K0.0%N/A0.096%
8/14/2026 Manatuck Hill Partners LLC28,100$362K0.1%N/A0.046%
8/14/2026 Legal & General Group Plc48,927$631K0.0%N/A0.079%
8/14/2026 The Manufacturers Life Insurance Company3,823,982$49.29M0.0%N/A6.197%
8/13/2026 Cibc 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%
5/19/2026 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%
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5/16/2026 The Manufacturers Life Insurance Company3,357,950$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%
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%
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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%


FWRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 207 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), The Manufacturers Life Insurance Company ($49.29M), Bank of New York Mellon Corp ($47.94M), 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 198 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 ($6.43M), Bank of New York Mellon Corp ($5.97M), BlackRock Inc. ($4.53M), Lazard Asset Management LLC ($2.52M), Riverbridge Partners LLC ($2.28M), Bank of America Corp DE ($1.89M), and Hodges Capital Management Inc. ($1.48M).

Institutional investors have bought a total of 39,237,971 shares in the last 24 months. This purchase volume represents approximately $518.35M in transactions.

Of the 51 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. ($9.40M), 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 Granahan Investment Management LLC ($579.30K).

Institutional investors have sold a total of 17,056,962 shares in the last 24 months. This volume of shares sold represents approximately $260.78M 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 8/27/2026. New 13F filings are added each quarter as they're published.
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