First Watch Restaurant Group (FWRG) Institutional Ownership

$20.27 -0.41 (-1.98%)

Closing price 02/21/2025 04:00 PM Eastern

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$20.41 +0.14 (+0.69%)

As of 02/21/2025 05:22 PM Eastern

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Current Institutional Ownership Percentage: 96.11%
Number of Institutional Buyers (last 12 months): 113
Total Institutional Inflows (last 12 months): $306.48M

Number of Institutional Sellers (last 12 months): 29
Total Institutional Outflows (last 12 months): $183.86M

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FWRG Institutional Buying and Selling by Quarter

First Watch Restaurant Group Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	496,891	$9.25M	0.0%	-13.0%	0.820%
2/17/2025	Squarepoint Ops LLC	243,101	$4.52M	0.0%	+42.8%	0.401%
2/17/2025	Two Sigma Advisers LP	50,900	$947K	0.0%	N/A	0.084%
2/17/2025	Two Sigma Investments LP	211,865	$3.94M	0.0%	+159.3%	0.350%
2/17/2025	State of Wyoming	3,214	$60K	0.0%	+212.6%	0.005%
2/17/2025	Point72 Asset Management L.P.	140,098	$2.61M	0.0%	-53.7%	0.231%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	17,269	$321K	0.0%	+3.7%	0.029%
2/17/2025	Lazard Asset Management LLC	2,100,757	$39.10M	0.1%	N/A	3.468%
2/17/2025	Janus Henderson Group PLC	16,969	$315K	0.0%	N/A	0.028%
2/17/2025	Granahan Investment Management LLC	1,471,610	$27.39M	1.1%	+42.7%	2.430%
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2/17/2025	Deutsche Bank AG	25,966	$483K	0.0%	+58.5%	0.043%
2/17/2025	Brevan Howard Capital Management LP	11,865	$221K	0.0%	N/A	0.020%
2/17/2025	Captrust Financial Advisors	10,193	$190K	0.0%	N/A	0.017%
2/17/2025	Brown Advisory Inc.	1,448,822	$26.96M	0.0%	-1.0%	2.392%
2/17/2025	Balyasny Asset Management L.P.	468,542	$8.72M	0.0%	+1,566.3%	0.774%
2/17/2025	Bayesian Capital Management LP	32,469	$604K	0.1%	+100.8%	0.054%
2/17/2025	Bank of America Corp DE	581,598	$10.82M	0.0%	-15.4%	0.960%
2/17/2025	BNP Paribas Financial Markets	4,608	$86K	0.0%	N/A	0.008%
2/17/2025	Ameriprise Financial Inc.	249,743	$4.65M	0.0%	+18.8%	0.412%
2/17/2025	Ancora Advisors LLC	25,640	$477K	0.0%	N/A	0.042%
2/17/2025	ArrowMark Colorado Holdings LLC	351,642	$6.54M	0.1%	+7.1%	0.581%
2/17/2025	Advent International L.P.	19,189,784	$357.12M	8.3%	-29.4%	31.682%
2/14/2025	Jane Street Group LLC	30,519	$568K	0.0%	-38.2%	0.050%
2/14/2025	Comerica Bank	5,157	$96K	0.0%	+316.2%	0.009%
2/14/2025	Northern Trust Corp	303,829	$5.65M	0.0%	+16.2%	0.502%
2/14/2025	The Manufacturers Life Insurance Company	1,528,128	$28.44M	0.0%	-0.3%	2.523%
2/14/2025	Tudor Investment Corp ET AL	157,107	$2.92M	0.0%	N/A	0.259%
2/14/2025	Gilder Gagnon Howe & Co. LLC	2,434,073	$45.30M	0.5%	+0.2%	4.019%
2/14/2025	Penn Capital Management Company LLC	735,486	$13.69M	1.3%	+34.7%	1.214%
2/14/2025	Price T Rowe Associates Inc. MD	12,071	$225K	0.0%	N/A	0.020%
2/14/2025	MetLife Investment Management LLC	20,768	$386K	0.0%	+15.8%	0.034%
2/14/2025	Mesirow Institutional Investment Management Inc.	833,188	$15.51M	1.2%	N/A	1.376%
2/14/2025	Dimensional Fund Advisors LP	1,923,901	$35.80M	0.0%	+15.6%	3.176%
2/14/2025	Commerce Bank	22,350	$416K	0.0%	+67.9%	0.037%
2/13/2025	Champlain Investment Partners LLC	2,582,303	$48.06M	0.3%	+59.0%	4.263%
2/13/2025	Marshall Wace LLP	221,702	$4.13M	0.0%	+986.1%	0.366%
2/13/2025	Wasatch Advisors LP	470,989	$8.77M	0.0%	N/A	0.778%
2/13/2025	Mariner LLC	21,446	$399K	0.0%	+5.1%	0.035%
2/13/2025	Barclays PLC	86,575	$1.61M	0.0%	-49.8%	0.143%
2/13/2025	12 West Capital Management LP	2,013,406	$37.47M	3.9%	+20.2%	3.324%
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2/13/2025	Bessemer Group Inc.	39,792	$741K	0.0%	+52.5%	0.066%
2/13/2025	Raymond James Financial Inc.	89,969	$1.67M	0.0%	N/A	0.149%
2/13/2025	Legal & General Group Plc	40,462	$753K	0.0%	+21.9%	0.067%
2/13/2025	Invesco Ltd.	24,189	$450K	0.0%	-21.4%	0.040%
2/13/2025	Cerity Partners LLC	16,672	$308K	0.0%	N/A	0.028%
2/13/2025	Federated Hermes Inc.	1,154,465	$21.49M	0.0%	-14.8%	1.906%
2/13/2025	Russell Investments Group Ltd.	107,372	$2.00M	0.0%	+85.9%	0.177%
2/13/2025	Envestnet Asset Management Inc.	66,286	$1.23M	0.0%	+398.1%	0.109%
2/13/2025	Wells Fargo & Company MN	98,866	$1.84M	0.0%	+3.6%	0.163%
2/13/2025	Pamalican Asset Management Ltd	48,896	$910K	0.4%	N/A	0.081%
2/12/2025	Landscape Capital Management L.L.C.	148,904	$2.77M	0.3%	N/A	0.246%
2/12/2025	Geode Capital Management LLC	862,073	$16.05M	0.0%	+12.0%	1.423%
2/12/2025	Franklin Resources Inc.	1,023,176	$19.04M	0.0%	-8.2%	1.689%
2/12/2025	B. Metzler seel. Sohn & Co. AG	146,097	$2.72M	0.0%	+45.6%	0.241%
2/12/2025	Alliancebernstein L.P.	28,060	$522K	0.0%	+14.0%	0.046%
2/12/2025	Wellington Management Group LLP	847,870	$15.78M	0.0%	+4.2%	1.400%
2/12/2025	Clearbridge Investments LLC	684,155	$12.73M	0.0%	N/A	1.130%
2/12/2025	JPMorgan Chase & Co.	2,141,209	$39.85M	0.0%	+7.8%	3.535%
2/11/2025	Corebridge Financial Inc.	15,088	$281K	0.0%	-7.0%	0.025%
2/11/2025	Vanguard Group Inc.	2,351,614	$43.76M	0.0%	+25.6%	3.882%
2/11/2025	LPL Financial LLC	25,258	$470K	0.0%	N/A	0.042%
2/11/2025	KLP Kapitalforvaltning AS	16,400	$305K	0.0%	N/A	0.027%
2/11/2025	Sei Investments Co.	139,350	$2.59M	0.0%	+107.9%	0.230%
2/11/2025	American Century Companies Inc.	10,728	$200K	0.0%	N/A	0.018%
2/11/2025	Whittier Trust Co. of Nevada Inc.	2,745	$51K	0.0%	N/A	0.005%
2/11/2025	Intech Investment Management LLC	16,055	$299K	0.0%	N/A	0.027%
2/10/2025	Natixis Advisors LLC	12,145	$226K	0.0%	N/A	0.020%
2/10/2025	Swiss National Bank	82,300	$1.53M	0.0%	+27.4%	0.136%
2/7/2025	PNC Financial Services Group Inc.	16,235	$302K	0.0%	+107.6%	0.027%
2/6/2025	Raymond James Financial Inc.	89,969	$1.67M	0.0%	N/A	0.149%
2/6/2025	Arizona State Retirement System	12,265	$228K	0.0%	N/A	0.020%
2/6/2025	M&T Bank Corp	45,415	$846K	0.0%	+38.1%	0.075%
2/6/2025	Assetmark Inc.	2,455	$46K	0.0%	+68.7%	0.004%
2/6/2025	Charles Schwab Investment Management Inc.	309,851	$5.77M	0.0%	+23.2%	0.512%
2/5/2025	Mutual of America Capital Management LLC	389,730	$7.25M	0.1%	+5.6%	0.643%
2/5/2025	Versor Investments LP	11,500	$214K	0.0%	-10.9%	0.019%
2/5/2025	Oppenheimer Asset Management Inc.	10,956	$204K	0.0%	N/A	0.018%
2/4/2025	Bank of New York Mellon Corp	78,621	$1.46M	0.0%	+2.7%	0.130%
1/31/2025	New York State Common Retirement Fund	519,637	$9.67M	0.0%	+51.4%	0.858%
1/31/2025	Atria Wealth Solutions Inc.	72,351	$1.35M	0.0%	+41.7%	0.119%
1/31/2025	Venturi Wealth Management LLC	4,375	$81K	0.0%	N/A	0.007%
1/30/2025	White Pine Capital LLC	17,783	$331K	0.1%	N/A	0.029%
1/29/2025	Allspring Global Investments Holdings LLC	576,890	$10.74M	0.0%	+9.5%	0.952%
1/29/2025	SRH Advisors LLC	12,185	$227K	0.1%	+84.3%	0.020%
1/28/2025	Stephens Investment Management Group LLC	693,359	$12.90M	0.2%	+37.7%	1.145%
1/28/2025	WCM Investment Management LLC	947,240	$17.55M	0.0%	+44.2%	1.564%
1/24/2025	Deepwater Asset Management LLC	788,470	$14.67M	4.8%	-1.8%	1.302%
1/17/2025	SG Americas Securities LLC	15,177	$282K	0.0%	+98.9%	0.025%
1/7/2025	Diversified Trust Co	29,051	$541K	0.0%	+84.5%	0.048%
12/26/2024	JPMorgan Chase & Co.	1,986,425	$30.99M	0.0%	+22.6%	3.280%
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11/27/2024	Franklin Resources Inc.	1,114,974	$16.02M	0.0%	+14.0%	1.841%
11/16/2024	Geode Capital Management LLC	769,608	$12.01M	0.0%	+13.5%	1.271%
11/15/2024	M&T Bank Corp	32,887	$514K	0.0%	N/A	0.054%
11/15/2024	Barclays PLC	172,515	$2.69M	0.0%	+505.3%	0.285%
11/15/2024	XTX Topco Ltd	10,051	$157K	0.0%	N/A	0.017%
11/15/2024	Jane Street Group LLC	49,358	$770K	0.0%	+1.1%	0.081%
11/15/2024	Wellington Management Group LLP	813,670	$12.69M	0.0%	+7.9%	1.343%
11/15/2024	State Street Corp	664,310	$10.36M	0.0%	+13.6%	1.097%
11/15/2024	Point72 Asset Management L.P.	302,529	$4.72M	0.0%	N/A	0.499%
11/15/2024	ArrowMark Colorado Holdings LLC	328,201	$5.12M	0.1%	N/A	0.542%

(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, 152 institutional investors and hedge funds held shares of First Watch Restaurant Group. The most heavily invested institutionals were Advent International L.P. ($357.12M), Champlain Investment Partners LLC ($48.06M), Gilder Gagnon Howe & Co. LLC ($45.30M), Vanguard Group Inc. ($43.76M), JPMorgan Chase & Co. ($39.85M), Lazard Asset Management LLC ($39.10M), and 12 West Capital Management LP ($37.47M).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 140 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: Lazard Asset Management LLC ($2.10M), The Manufacturers Life Insurance Company ($1.88M), Vanguard Group Inc. ($998.15K), Champlain Investment Partners LLC ($958.42K), WCM Investment Management LLC ($941.29K), Mesirow Institutional Investment Management Inc. ($833.19K), and Deepwater Asset Management LLC ($802.63K).

How much institutional buying is happening at First Watch Restaurant Group?: Institutional investors have bought a total of 23,220,552 shares in the last 24 months. This purchase volume represents approximately $426.97M in transactions.
Which First Watch Restaurant Group major shareholders have been selling company stock?: Of the 41 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: Advent International L.P. ($8.45M), Federated Hermes Inc. ($825.84K), Allspring Global Investments Holdings LLC ($247.07K), Granahan Investment Management LLC ($164.50K), Point72 Asset Management L.P. ($162.43K), RK Capital Management LLC ($154.60K), 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 11,099,780 shares in the last 24 months. This volume of shares sold represents approximately $204.55M in transactions.

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This page (NASDAQ:FWRG) was last updated on 2/22/2025 by MarketBeat.com Staff

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First Watch Restaurant Group (FWRG) Institutional Ownership

FWRG Institutional Buying and Selling by Quarter

First Watch Restaurant Group Major Shareholders & Ownership History

FWRG Institutional Ownership - Frequently Asked Questions

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First Watch Restaurant Group (FWRG) Institutional Ownership

Institutional Ownership Changes (13F Filings) for First Watch Restaurant Group (NASDAQ:FWRG)

FWRG Institutional Buying and Selling by Quarter

First Watch Restaurant Group Major Shareholders & Ownership History

FWRG Institutional Ownership - Frequently Asked Questions

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