Institutional Ownership First Watch Restaurant Group, Inc. (FWRG)
This table provides information about the institutional ownership of First Watch Restaurant Group, Inc. (FWRG). We have compiled data on the 175 institutions that hold shares in the stock, with a total of 68.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advent International Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
14,689,784
shares
|
$261 Million
7.65% of portfolio
|
Q2 2025
Reduced 23.45%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
2,444,465
shares
|
$43.5 Million
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
2,373,365
shares
|
$42.2 Million
0.01% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,335,883
shares
|
$41.6 Million
0.04% of portfolio
|
Q2 2025
Added 51.71%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,281,137
shares
|
$40.6 Million
0.06% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,190,092
shares
|
$39 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,174,106
shares
|
$38.7 Million
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,126,892
shares
|
$37.9 Million
0.0% of portfolio
|
Q2 2024
Added 19.41%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Aug 12, 2025 Q2 2025 |
1,953,489
shares
|
$34.8 Million
0.23% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,826,258
shares
|
$32.5 Million
0.26% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
Aug 14, 2025 Q2 2025 |
1,647,128
shares
|
$29.3 Million
1.26% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
1,606,829
shares
|
$28.6 Million
0.02% of portfolio
|
Q2 2025
Added 53.99%
|
|
|
12 West Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,490,701
shares
|
$26.5 Million
3.0% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
1,279,544
shares
|
$22.8 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
1,203,109
shares
|
$21.4 Million
0.02% of portfolio
|
Q2 2025
Added 33.45%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,144,014
shares
|
$20.4 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
1,107,990
shares
|
$19.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,022,752
shares
|
$18.2 Million
0.0% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Wellington Management Group LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,016,078
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Added 22.26%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,005,891
shares
|
$17.9 Million
1.61% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
957,000
shares
|
$17 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
921,756
shares
|
$16.4 Million
0.0% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Paralel Advisors LLC
|
Jul 30, 2025 Q2 2025 |
900,000
shares
|
$16 Million
0.6% of portfolio
|
Q1 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
879,620
shares
|
$15.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
872,629
shares
|
$15.5 Million
0.08% of portfolio
|
Q2 2025
Added 4.53%
|