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First Watch Restaurant Group (FWRG) Institutional Ownership

First Watch Restaurant Group logo
$21.07 +0.24 (+1.15%)
(As of 11/8/2024 ET)
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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)
65
Total
Institutional Inflows
(last 12 months)
$141.99M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$36.11M
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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
11/8/2024Commerce Bank13,310$208K0.0%N/A0.022%
11/8/2024B. Metzler seel. Sohn & Co. Holding AG100,367$1.57M0.0%N/A0.166%
11/7/2024 Quest Partners LLC4,883$76K0.0%-47.4%0.008%
11/6/2024 Accent Capital Management LLC5,000$78K0.0%-52.4%0.008%
11/6/2024 Mutual of America Capital Management LLC369,014$5.76M0.1%N/A0.611%
11/5/2024 Victory Capital Management Inc.18,033$281K0.0%-69.6%0.030%
11/5/2024 GSA Capital Partners LLP16,119$251K0.0%-61.3%0.027%
11/5/2024 WCM Investment Management LLC657,067$10.34M0.0%-0.9%1.088%
11/4/2024 Versor Investments LP12,900$201K0.0%N/A0.021%
11/2/2024 Rocky Mountain Advisers LLC6,610$103K0.0%+180.1%0.011%
10/29/2024 Harbor Capital Advisors Inc.14,303$223K0.0%-20.5%0.024%
10/28/2024 Stephens Investment Management Group LLC503,678$7.86M0.1%+33.2%0.834%
10/28/2024 Rice Hall James & Associates LLC87,799$1.37M0.1%+164.0%0.145%
10/24/2024 Deepwater Asset Management LLC802,625$12.52M4.4%+15.4%1.329%
10/19/2024 Allspring Global Investments Holdings LLC527,064$8.22M0.0%+0.2%0.873%
10/18/2024Raymond James & Associates285,007$4.45M0.0%+26.1%0.472%
10/11/2024 Wesbanco Bank Inc.68,699$1.07M0.0%+41.1%0.114%
10/7/2024 Diversified Trust Co15,750$246K0.0%+9.8%0.026%
10/5/2024 Quent Capital LLC25,000$390K0.0%+177.8%0.041%
10/3/2024 SG Americas Securities LLC7,630$119K0.0%N/A0.013%
8/15/2024Susquehanna Fundamental Investments LLC16,000$281K0.0%N/A0.027%
8/15/2024The Manufacturers Life Insurance Company1,340,819$23.55M0.0%+26.5%2.221%
8/15/2024Armistice Capital LLC185,000$3.25M0.0%N/A0.306%
8/14/2024Squarepoint Ops LLC39,460$693K0.0%+98.7%0.065%
8/14/2024 Deepwater Asset Management LLC695,649$12.22M4.4%+68.5%1.152%
8/14/20241832 Asset Management L.P.5,865$103K0.0%-95.7%0.010%
8/13/2024Sei Investments Co.62,011$1.09M0.0%+112.6%0.103%
8/9/2024 Dimensional Fund Advisors LP1,385,972$24.34M0.0%+15.9%2.296%
8/8/2024Federated Hermes Inc.1,354,665$23.79M0.1%-31.6%2.244%
8/8/2024Nicholas Investment Partners LP193,085$3.39M0.4%N/A0.320%
8/8/2024 Rice Hall James & Associates LLC33,253$584K0.0%N/A0.055%
8/7/2024LGT Group Foundation231,084$4.06M0.1%-2.2%0.383%
8/5/2024 Victory Capital Management Inc.59,361$1.04M0.0%+163.9%0.098%
8/3/2024 Kornitzer Capital Management Inc. KS477,637$8.39M0.2%-10.0%0.791%
8/1/2024Rhumbline Advisers38,106$669K0.0%+25.0%0.063%
8/1/2024 Primoris Wealth Advisors LLC13,169$231K0.2%-81.9%0.022%
7/30/2024iA Global Asset Management Inc.19,898$349K0.0%+10.9%0.033%
7/26/2024 Legato Capital Management LLC25,382$446K0.1%N/A0.042%
7/26/2024 Allspring Global Investments Holdings LLC526,032$9.24M0.0%-11.2%0.871%
7/26/2024Bank of New York Mellon Corp103,935$1.83M0.0%+44.3%0.172%
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7/25/2024 Schwartz Investment Counsel Inc.102,306$1.80M0.1%+24.0%0.169%
7/19/2024Raymond James & Associates226,013$3.97M0.0%-17.9%0.374%
7/16/2024 Diversified Trust Co14,350$252K0.0%N/A0.024%
7/9/2024 Harbor Capital Advisors Inc.17,985$316K0.0%+21.4%0.030%
7/8/2024 Quent Capital LLC9,000$158K0.0%+28.6%0.015%
5/17/2024iA Global Asset Management Inc.17,950$442K0.0%+24.0%0.030%
5/16/2024California State Teachers Retirement System31,822$783K0.0%+15.6%0.053%
5/16/2024Vancity Investment Management Ltd35,064$863K0.1%+60.8%0.058%
5/16/2024Janus Henderson Group PLC9,196$226K0.0%N/A0.015%
5/16/2024Bayesian Capital Management LP19,369$477K0.0%+17.6%0.032%
5/15/20241832 Asset Management L.P.135,398$3.33M0.0%N/A0.224%
5/14/2024Capital Research Global Investors776,545$19.12M0.0%+17.1%1.286%
5/14/2024LGT Group Foundation236,331$5.82M0.1%+4.2%0.391%
5/10/2024Vanguard Group Inc.1,611,452$39.67M0.0%+18.8%2.669%
5/9/2024Lord Abbett & CO. LLC724,374$17.83M0.1%-0.7%1.200%
5/8/2024Russell Investments Group Ltd.26,030$641K0.0%+44.0%0.043%
5/7/2024Sei Investments Co.29,162$718K0.0%+6.5%0.048%
5/7/202412 West Capital Management LP640,486$15.77M1.4%+19.7%1.061%
5/7/2024 Primoris Wealth Advisors LLC72,636$1.79M1.4%N/A0.120%
5/7/2024 Swiss National Bank64,600$1.59M0.0%+22.3%0.107%
5/6/2024Quantbot Technologies LP13,071$322K0.0%N/A0.022%
5/2/2024 Quent Capital LLC7,000$172K0.0%N/A0.012%
5/1/2024Capstone Investment Advisors LLC37,600$926K0.0%N/A0.062%
4/30/2024 Allspring Global Investments Holdings LLC592,481$14.59M0.0%+0.2%0.981%
4/29/2024 Zweig DiMenna Associates LLC173,000$4.26M0.4%N/A0.287%
4/25/2024 WCM Investment Management LLC651,114$16.03M0.0%N/A1.079%
4/23/2024 Wesbanco Bank Inc.48,699$1.20M0.0%N/A0.081%
4/22/2024Raymond James & Associates275,162$6.77M0.0%+123.9%0.456%
4/18/2024 Deepwater Asset Management LLC412,884$10.17M3.8%+275.3%0.684%
4/18/2024 Allspring Global Investments Holdings LLC592,481$14.59M0.0%+0.2%0.981%
4/18/2024 LVW Advisors LLC9,212$227K0.0%N/A0.015%
4/15/2024Sunbelt Securities Inc.2,622$65K0.0%N/A0.004%
4/5/2024 Los Angeles Capital Management LLC45,106$1.11M0.0%-56.9%0.075%
3/19/2024 Accent Capital Management LLC10,500$211K0.2%N/A0.018%
3/5/2024Wellington Management Group LLP401,062$8.06M0.0%+5.8%0.670%
2/20/2024Vancity Investment Management Ltd21,808$438K0.1%+14.8%0.036%
2/15/2024Foxhaven Asset Management LP1,046,362$21.03M0.6%+44.3%1.749%
2/15/2024Gilder Gagnon Howe & Co. LLC1,074,612$21.60M0.3%+9.6%1.796%
2/15/2024Granahan Investment Management LLC740,907$14.89M0.5%-3.3%1.239%
2/13/2024 Stephens Investment Management Group LLC353,041$7.10M0.1%+16.5%0.590%
2/13/2024RK Capital Management LLC511,300$10.28M2.2%+3.8%0.855%
2/13/2024Premier Fund Managers Ltd13,618$273K0.0%N/A0.023%
2/13/2024The Manufacturers Life Insurance Company1,408,454$28.31M0.0%+14.2%2.354%
2/9/2024 GW&K Investment Management LLC681,888$13.71M0.1%-4.2%1.140%
2/8/2024Brown Advisory Inc.1,478,407$29.72M0.0%+0.4%2.471%
2/7/2024 Versor Investments LP12,900$259K0.1%N/A0.022%
2/6/2024 Swiss National Bank52,800$1.06M0.0%-10.2%0.088%
2/6/2024LGT Group Foundation226,886$4.55M0.1%+23.8%0.379%
2/5/2024 Victory Capital Management Inc.19,567$393K0.0%+50.0%0.033%
2/5/2024Russell Investments Group Ltd.18,078$363K0.0%-15.4%0.030%
Trump’s IRS Hands Massive ‘Victory Gift’ To 401K Owners (Ad)

Trump quietly left open an "off the books" wealth-protection loophole hidden in the 6,871 pages of the IRS Tax Code… And since then… "In the know" patriots have quietly used this same "Trump revenge loophole" to shield their life savings from Bidenomics…

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2/1/2024 New York State Common Retirement Fund78,481$1.58M0.0%+3.6%0.131%
1/30/2024Zurcher Kantonalbank Zurich Cantonalbank5,295$106K0.0%-14.8%0.009%
1/25/2024 Allspring Global Investments Holdings LLC591,207$11.88M0.0%-23.4%0.988%
1/24/2024 Total Clarity Wealth Management Inc.15,319$308K0.1%N/A0.026%
1/17/2024 Deepwater Asset Management LLC110,006$2.21M0.9%N/A0.184%
1/16/2024Raymond James & Associates122,917$2.47M0.0%+217.7%0.205%
1/12/2024 SG Americas Securities LLC28,276$568K0.0%+282.9%0.047%
12/18/2023Vanguard Group Inc.1,311,905$22.68M0.0%+25.1%2.193%
12/1/2023Wellington Management Group LLP379,038$6.55M0.0%-12.2%0.634%
11/15/2023iA Global Asset Management Inc.5,500$95K0.0%N/A0.009%
(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, 101 institutional investors and hedge funds held shares of First Watch Restaurant Group. The most heavily invested institutionals were Advent International L.P. ($589.41M), Vanguard Group Inc. ($39.67M), Brown Advisory Inc. ($29.72M), Dimensional Fund Advisors LP ($24.34M), Federated Hermes Inc. ($23.79M), The Manufacturers Life Insurance Company ($23.55M), and Gilder Gagnon Howe & Co. LLC ($21.60M).Learn more on FWRG's institutional investors.

What percentage of First Watch Restaurant Group stock is owned by institutional investors?

96.11% of First Watch Restaurant Group stock is owned by institutional investors. Learn more on FWRG's institutional investor holdings.

Which institutional investors have been buying First Watch Restaurant Group stock?

Of the 93 institutional investors that purchased First Watch Restaurant Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($1.69M), Citadel Advisors LLC ($1.46M), Deepwater Asset Management LLC ($802.63K), Capital Research Global Investors ($776.55K), WCM Investment Management LLC ($651.11K), Allspring Global Investments Holdings LLC ($626.10K), and Polar Asset Management Partners Inc. ($600.62K).

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

Institutional investors have bought a total of 15,067,817 shares in the last 24 months. This purchase volume represents approximately $264.91M in transactions.

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

Of the 33 institutional investors that sold First Watch Restaurant Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Federated Hermes Inc. ($625.64K), Advent International L.P. ($450K), Allspring Global Investments Holdings LLC ($247.07K), Granahan Investment Management LLC ($164.50K), RK Capital Management LLC ($154.60K), Neuberger Berman Group LLC ($135.09K), and 1832 Asset Management L.P. ($129.53K).

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

Institutional investors have sold a total of 2,660,748 shares in the last 24 months. This volume of shares sold represents approximately $45.85M in transactions.


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This page (NASDAQ:FWRG) was last updated on 11/10/2024 by MarketBeat.com Staff
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