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 157 institutions that hold shares in the stock, with a total of 68.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advent International Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
19,189,784
shares
|
$397 Million
8.36% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
2,582,303
shares
|
$53.4 Million
0.32% of portfolio
|
Q4 2024
Added 59.02%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,434,073
shares
|
$50.3 Million
0.53% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
2,351,614
shares
|
$48.6 Million
0.0% of portfolio
|
Q4 2024
Added 25.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,141,209
shares
|
$44.3 Million
0.0% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,126,892
shares
|
$44 Million
0.0% of portfolio
|
Q2 2024
Added 19.41%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,100,757
shares
|
$43.4 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
12 West Capital Management LP
New York, NY |
Feb 13, 2025 Q4 2024 |
2,013,406
shares
|
$41.6 Million
4.15% of portfolio
|
Q4 2024
Added 20.17%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,923,901
shares
|
$39.8 Million
0.01% of portfolio
|
Q4 2024
Added 15.59%
|
|
|
Foxhaven Asset Management, LP
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
1,918,379
shares
|
$39.7 Million
1.12% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,811,180
shares
|
$37.5 Million
0.29% of portfolio
|
Q4 2024
Added 51.48%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,528,128
shares
|
$31.6 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
Feb 14, 2025 Q4 2024 |
1,471,610
shares
|
$30.4 Million
1.29% of portfolio
|
Q4 2024
Added 42.7%
|
|
|
Brown Advisory Inc
|
Feb 14, 2025 Q4 2024 |
1,448,822
shares
|
$30 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
1,154,465
shares
|
$23.9 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
1,023,176
shares
|
$21.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Feb 11, 2025 Q4 2024 |
947,240
shares
|
$19.6 Million
0.05% of portfolio
|
Q4 2024
Added 44.16%
|
|
|
Paralel Advisors LLC
|
Feb 13, 2025 Q4 2024 |
900,000
shares
|
$18.6 Million
0.72% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
885,156
shares
|
$18.3 Million
0.0% of portfolio
|
Q4 2024
Added 5238.05%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
862,073
shares
|
$17.8 Million
0.0% of portfolio
|
Q4 2024
Added 12.01%
|
|
|
Wellington Management Group LLP
Boston, MA |
Feb 12, 2025 Q4 2024 |
847,870
shares
|
$17.5 Million
0.0% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
833,188
shares
|
$17.2 Million
1.22% of portfolio
|
Q4 2024
New holding
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
798,622
shares
|
$16.5 Million
0.0% of portfolio
|
Q4 2024
Added 20.22%
|
|
|
Loup Funds, LLC
Minneapolis, MN |
Jan 24, 2025 Q4 2024 |
788,470
shares
|
$16.3 Million
4.79% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
735,486
shares
|
$15.2 Million
1.49% of portfolio
|
Q4 2024
Added 34.73%
|