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 165 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advent International Corp
Boston, MA |
May 15, 2025 Q1 2025 |
19,189,784
shares
|
$314 Million
10.12% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
2,398,180
shares
|
$39.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,228,242
shares
|
$36.5 Million
0.53% of portfolio
|
Q1 2025
Reduced 8.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,174,106
shares
|
$35.6 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
|
$34.8 Million
0.0% of portfolio
|
Q2 2024
Added 19.41%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
2,123,098
shares
|
$34.8 Million
0.01% of portfolio
|
Q1 2025
Added 10.35%
|
|
|
Champlain Investment Partners, LLC
Burlington, VT |
May 14, 2025 Q1 2025 |
2,089,423
shares
|
$34.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,011,411
shares
|
$32.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Foxhaven Asset Management, LP
Charlottesville, VA |
May 15, 2025 Q1 2025 |
1,849,570
shares
|
$30.3 Million
1.07% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,634,092
shares
|
$26.8 Million
0.25% of portfolio
|
Q1 2025
Reduced 9.78%
|
|
|
Granahan Investment Management, LLC
Waltham, MA |
May 15, 2025 Q1 2025 |
1,594,267
shares
|
$26.1 Million
1.54% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,539,692
shares
|
$25.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
12 West Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
1,490,701
shares
|
$24.4 Million
4.07% of portfolio
|
Q1 2025
Reduced 25.96%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
1,416,481
shares
|
$23.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
1,043,456
shares
|
$17.1 Million
0.02% of portfolio
|
Q1 2025
Added 54.31%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,026,269
shares
|
$16.8 Million
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
May 14, 2025 Q1 2025 |
1,010,755
shares
|
$16.6 Million
1.84% of portfolio
|
Q1 2025
Added 37.43%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
981,929
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
May 08, 2025 Q1 2025 |
957,000
shares
|
$15.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 17.1%
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Apr 28, 2025 Q1 2025 |
948,432
shares
|
$15.5 Million
0.05% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
901,537
shares
|
$14.8 Million
0.02% of portfolio
|
Q1 2025
Added 306.64%
|
|
|
Paralel Advisors LLC
|
May 13, 2025 Q1 2025 |
900,000
shares
|
$14.7 Million
0.63% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
840,330
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
May 14, 2025 Q1 2025 |
834,830
shares
|
$13.7 Million
0.08% of portfolio
|
Q1 2025
Added 3919.79%
|
|
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
833,188
shares
|
$13.6 Million
1.22% of portfolio
|
Q4 2024
New holding
|