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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$12.04 +0.78 (+6.93%)
Closing price 04:00 PM Eastern
Extended Trading
$12.00 -0.04 (-0.37%)
As of 07:30 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.
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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)
139
Total
Institutional Inflows
(last 12 months)
$506.97M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$262.73M
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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
10/6/2026Moody National Bank Trust Division87,799$893K0.1%-22.1%0.142%
9/9/2026Engineers Gate Manager LP29,200$376K0.0%+16.1%0.047%
9/9/2026Integrated Wealth Concepts LLC5,427$70K0.0%N/A0.009%
9/9/2026Squarepoint Ops LLC57,158$737K0.0%-69.7%0.093%
9/8/2026Allworth Financial LP2,225$29K0.0%+325.4%0.004%
9/8/2026Arizona State Retirement System16,448$212K0.0%+9.0%0.027%
8/27/2026Corient Private Wealth LP285,062$3.67M0.0%+105.3%0.462%
8/24/2026Vancity Investment Management Ltd29,117$375K0.1%-33.1%0.047%
8/20/2026Ancora Advisors LLC319,802$4.12M0.1%+111.4%0.518%
8/20/2026Penn Capital Management Company LLC1,472,751$19.02M1.2%+29.1%2.387%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC92,917$1.20M0.0%+21.8%0.151%
8/18/2026Empowered Funds LLC362,916$4.68M0.0%N/A0.588%
8/18/2026Jefferies Financial Group Inc.51,200$660K0.0%N/A0.083%
8/17/2026Corient Private Wealth LP285,062$3.67M0.0%N/A0.462%
8/17/2026Bank of America Corp DE1,069,289$13.78M0.0%N/A1.733%
8/15/2026Freestone Grove Partners LP2,920$38K0.0%N/A0.005%
8/15/2026Man Group plc80,897$1.04M0.0%N/A0.131%
8/15/2026Jupiter Topco LLC31,736$409K0.0%N/A0.051%
8/14/2026Ancora Advisors LLC319,802$4.12M0.1%N/A0.518%
8/14/2026Canada Pension Plan Investment Board59,300$764K0.0%N/A0.096%
8/14/2026Manatuck Hill Partners LLC28,100$362K0.1%N/A0.046%
8/14/2026Legal & General Group Plc48,927$631K0.0%N/A0.079%
8/14/2026The Manufacturers Life Insurance Company3,823,982$49.29M0.0%N/A6.197%
8/13/2026Cibc World Market Inc.77,000$993K0.0%N/A0.125%
8/12/2026Commerce Bank29,279$377K0.0%N/A0.047%
8/12/2026Landscape Capital Management L.L.C.314,117$4.05M0.3%N/A0.509%
8/12/2026Ieq Capital LLC43,289$558K0.0%N/A0.070%
8/11/2026Paralel Advisors LLC900,000$11.60M0.4%N/A1.458%
8/11/2026Allworth Financial LP2,225$29K0.0%N/A0.004%
8/11/2026Western Standard LLC513,240$6.62M2.2%N/A0.832%
8/7/2026BlackRock Inc.4,534,132$58.45M0.0%N/A7.347%
8/7/2026Deutsche Bank AG64,736$834K0.0%N/A0.105%
8/7/2026Rice Hall James & Associates LLC138,372$1.78M0.1%N/A0.224%
8/7/2026Persistent Asset Partners Ltd9,415$121K0.0%N/A0.015%
8/6/2026Bank of New York Mellon Corp3,719,038$47.94M0.0%N/A6.033%
8/6/2026State of Wyoming6,253$81K0.0%N/A0.010%
8/3/2026Oppenheimer Asset Management Inc.104,278$1.34M0.0%N/A0.169%
7/7/2026Moody National Bank Trust Division112,679$1.45M0.1%+38.1%0.183%
5/26/2026Glenmede Trust Co. NA25,130$263K0.0%N/A0.041%
5/22/2026Access Investment Management LLC161,210$1.69M0.4%N/A0.262%
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5/19/2026Bank of America Corp DE1,052,426$11.03M0.0%+76.7%1.707%
5/19/2026Arkadios 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%
5/15/2026Rice 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%
5/15/2026Wealth Alliance LLC15,187$159K0.0%N/A0.025%
5/14/2026Sei Investments Co.464,782$4.87M0.0%+94.7%0.754%
5/13/2026Cetera Investment Advisers10,045$105K0.0%N/A0.016%
5/13/2026First Trust Advisors LP346,201$3.63M0.0%+61.2%0.562%
5/12/2026Insight Advisors LLC PA11,450$120K0.0%N/A0.019%
5/7/2026Dimensional Fund Advisors LP3,084,886$32.33M0.0%+19.7%5.006%
5/6/2026Bessemer Group Inc.9,280$97K0.0%-71.1%0.015%
5/5/2026Bank 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%
5/4/2026Emerald Advisers LLC947,110$9.93M0.3%-3.2%1.537%
5/1/2026Fifth Third Bancorp13,618$143K0.0%+702.9%0.022%
5/1/2026Kornitzer Capital Management Inc. KS310,837$3.26M0.1%+0.5%0.504%
4/30/2026Sumitomo Mitsui Trust Group Inc.62,393$654K0.0%+108.5%0.101%
4/29/2026Avory & Company LLC254,147$2.66M3.4%-24.4%0.412%
4/28/2026Hodges Capital Management Inc.1,481,777$15.53M1.3%+113.7%2.405%
4/28/2026Stephens Investment Management Group LLC1,659,799$17.40M0.2%+21.4%2.693%
4/28/2026Hunter Associates Investment Management LLC151,970$1.60M0.2%N/A0.247%
4/27/2026First Dallas Securities Inc.166,750$1.75M0.6%+327.6%0.271%
4/27/2026Y Intercept Hong Kong Ltd40,847$428K0.0%N/A0.066%
4/22/20261492 Capital Management LLC172,938$1.81M0.7%N/A0.281%
4/22/2026Sterling Capital Management LLC57,719$605K0.0%-45.2%0.094%
4/21/2026Wasatch Advisors LP441,416$4.63M0.0%-2.3%0.716%
4/18/2026Riverbridge Partners LLC2,091,700$21.92M0.5%+90.8%3.395%
4/16/2026SG Americas Securities LLC10,172$107K0.0%-39.4%0.017%
4/16/2026Diversified 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%
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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%


FWRG Institutional Ownership - Frequently Asked Questions

During the previous two years, 208 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 199 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 38,354,908 shares in the last 24 months. This purchase volume represents approximately $506.97M in transactions.

Of the 52 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 17,213,177 shares in the last 24 months. This volume of shares sold represents approximately $262.73M in transactions.


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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 10/6/2026. New 13F filings are added each quarter as they're published.
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