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First Watch Restaurant Group (FWRG) Institutional Ownership

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$12.30 +0.09 (+0.70%)
As of 03:54 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)
152
Total
Institutional Inflows
(last 12 months)
$358.27M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$389.93M
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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
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%
5/1/2026 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%
3/17/2026Rockefeller 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%
2/17/2026Russell 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%
2/13/2026 Kestra 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%
2/13/2026 Police & 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%
2/12/2026 Wasatch 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%
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%
2/12/2026 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%
2/11/2026Deutsche Bank AG45,108$680K0.0%+23.6%0.074%
2/11/2026 First Dallas Securities Inc.39,000$588K0.2%N/A0.064%
2/11/2026GW&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%
2/11/2026Deepwater Asset Management LLC576,166$8.69M2.5%-20.5%0.944%
2/11/2026JPMorgan Chase & Co.1,882,671$28.39M0.0%-4.8%3.085%
2/11/2026Clearbridge Investments LLC439,682$6.63M0.0%-7.3%0.720%
2/11/2026State of Wyoming4,243$64K0.0%N/A0.007%
2/10/2026Bank of New York Mellon Corp2,011,613$30.34M0.0%+7.5%3.296%
2/10/2026Goldman Sachs Group Inc.1,081,055$16.30M0.0%-22.6%1.771%
2/10/2026Natixis Advisors LLC49,777$751K0.0%+62.9%0.082%
2/10/2026 AdvisorShares Investments LLC7,516$113K0.0%N/A0.012%
2/10/2026Northwestern Mutual Wealth Management Co.5,657$85K0.0%+17,042.4%0.009%
2/10/2026Moors & Cabot Inc.13,600$205K0.0%N/A0.022%
2/10/2026Intech Investment Management LLC16,041$242K0.0%+11.1%0.026%
2/9/2026Geode Capital Management LLC1,202,460$18.14M0.0%+11.3%1.970%
2/9/2026Penn Capital Management Company LLC1,131,552$17.10M1.4%+0.6%1.854%
2/9/2026Royce & Associates LP133,000$2.01M0.0%N/A0.218%
2/9/2026Jefferies Financial Group Inc.65,000$980K0.0%N/A0.107%
2/6/2026 ProShare Advisors LLC10,018$151K0.0%-35.5%0.016%
2/5/2026 Stephens Investment Management Group LLC1,367,051$20.62M0.3%+46.7%2.240%
2/5/2026 Stephens Inc. AR11,536$174K0.0%N/A0.019%
2/4/2026Versor Investments LP12,200$184K0.0%N/A0.020%
2/2/2026 Truist Financial Corp12,313$186K0.0%N/A0.020%


FWRG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FWRG shares?

During the previous two years, 202 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), Dimensional Fund Advisors LP ($38.85M), Gilder Gagnon Howe & Co. LLC ($35.13M), GW&K Investment Management LLC ($30.65M), Bank of New York Mellon Corp ($30.34M), and JPMorgan Chase & Co. ($28.39M).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 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: Lazard Asset Management LLC ($2.37M), Riverbridge Partners LLC ($2.28M), Vanguard Group Inc. ($1.66M), Hodges Capital Management Inc. ($1.48M), The Manufacturers Life Insurance Company ($1.38M), Woodline Partners LP ($1.30M), and Stephens Investment Management Group LLC ($1.28M).

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

Institutional investors have bought a total of 23,693,790 shares in the last 24 months. This purchase volume represents approximately $358.27M in transactions.

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

Of the 61 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), Champlain Investment Partners LLC ($1.44M), Marshall Wace LLP ($1.11M), Brown Advisory Inc. ($1.01M), 12 West Capital Management LP ($942.71K), Lazard Asset Management LLC ($654.32K), and Millennium Management LLC ($638.80K).

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

Institutional investors have sold a total of 24,909,293 shares in the last 24 months. This volume of shares sold represents approximately $389.93M in transactions.



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