First Watch Restaurant Group Ownership | Who Owns First Watch Restaurant Group?
First Watch Restaurant Group Ownership Summary
First Watch Restaurant Group is owned by 107.20% institutional investors, 1.85% insiders. Advent corp/ma is the largest institutional shareholder, holding 8.67% of FWRG shares. JHancock Small Cap Core NAV is the top mutual fund, with 4.75% of its assets in First Watch Restaurant Group shares.
FWRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Watch Restaurant Group | 107.20% | 1.85% | -9.05% |
| Sector | Consumer Cyclical Stocks | 205.94% | 16.19% | -122.13% |
| Industry | Restaurants Stocks | 62.67% | 14.27% | 23.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Advent corp/ma | 5.29M | 8.67% | $82.73M |
| Blackrock funding, inc. /de | 4.53M | 7.40% | $58.44M |
| Manufacturers life insurance company, the | 3.82M | 6.24% | $49.29M |
| Bank of new york mellon | 3.72M | 6.07% | $47.94M |
| Vanguard group | 3.32M | 5.44% | $50.08M |
| Dimensional fund advisors lp | 2.60M | 4.24% | $33.48M |
| Vanguard capital management | 2.45M | 4.01% | $31.63M |
| Millennium management | 2.19M | 3.58% | $28.27M |
| Blackrock | 2.13M | 3.52% | $37.35M |
| Neuberger berman group | 2.07M | 3.38% | $26.67M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Avory & company | 228.24K | 3.68% | $2.94M |
| Bwcp, lp | 1.50M | 2.77% | $19.37M |
| Western standard | 513.24K | 2.24% | $6.62M |
| Advent corp/ma | 5.29M | 1.67% | $82.73M |
| Hodges capital management | 1.59M | 1.36% | $20.53M |
| Penn capital management company | 1.47M | 1.21% | $19.02M |
| Mesirow institutional investment management | 833.19K | 1.19% | $15.51M |
| First dallas securities | 177.25K | 0.76% | $2.28M |
| Access investment management | 212.72K | 0.70% | $2.74M |
| 1492 capital management | 170.15K | 0.65% | $2.19M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | 1.21M | 0.02% | 930.65K |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K |
| Woodline partners lp | 816.59K | 0.03% | 816.59K |
| Emerald advisers | 1.53M | 0.46% | 579.65K |
| Western standard | 513.24K | 2.24% | 513.24K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advent corp/ma | 5.29M | 1.67% | -9.40M |
| Fmr | 50.83K | - | -1.94M |
| Foxhaven asset management, lp | - | - | -1.85M |
| Neuberger berman group | 2.07M | 0.02% | -1.51M |
| 12 west capital management lp | - | - | -1.07M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K | $15.51M |
| Western standard | 513.24K | 2.24% | 513.24K | $6.62M |
| Sixth street partners management company | 397.56K | 0.00% | 397.56K | $5.12M |
| Hudson bay capital management lp | 353.83K | 0.01% | 353.83K | $4.56M |
| Panagora asset management | 218.53K | 0.01% | 218.53K | $2.82M |
Sold Out
| Holder | Change |
|---|---|
| Hughes financial services | -1.00 |
| Fortitude family office | -1.00 |
| Lindbrook capital | -3.00 |
| Skopos labs | -4.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 210 | -3.23% | 65,654,659 | -2.93% | 107 | 0.88% | 125 | -6.01% | 59 | -1.67% |
| Mar 31, 2026 | 131 | -38.21% | 41,665,529 | -40.80% | 68 | 0.51% | 83 | -39.86% | 34 | -39.29% |
| Dec 31, 2025 | 143 | -23.94% | 48,554,962 | -33.11% | 79 | 0.56% | 95 | -15.93% | 35 | -22.22% |
| Sep 30, 2025 | 182 | 10.98% | 71,364,355 | 3.29% | 116 | 0.91% | 108 | 4.85% | 44 | 2.33% |
| Jun 30, 2025 | 168 | 6.33% | 69,701,733 | -1.19% | 114 | 0.85% | 104 | 10.64% | 46 | 9.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JHancock Small Cap Core NAV | 2.93M | 4.75% | 175.44K |
| Stephens Small Cap Growth | 1.95M | 3.17% | 294.12K |
| Neuberger Long Short Instl | 1.87M | 3.02% | -36.02K |
| Vanguard Total Stock Mkt Idx Inv | 1.86M | 3.01% | 36.60K |
| Vanguard Morn Total Stk Mkt Idx Investor | 1.86M | 3.01% | 36.60K |
| Vanguard MStar Total Stk Mkt Idx Invest | 1.86M | 3.01% | - |
| Fidelity VIP Mid Cap Initial | 1.63M | 2.64% | - |
| iShares Russell 2000 ETF | 1.56M | 2.53% | -27.74K |
| UBS: US Equity Small Cap Growth | 1.53M | 2.53% | - |
| BNY Mellon Sm/Md Cp Gr I | 1.36M | 2.20% | -56.07K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 17, 2026 | Jones John Daniel | Chief Operations Officer | Sell | $21.25K |
| Mar 17, 2026 | Hartman Eric Richard | Chief Development Officer | Sell | $22.77K |
| Mar 17, 2026 | Tomasso Christopher Anthony | President and CEO | Sell | $313.78K |
| Mar 17, 2026 | Sorensen Laura Anne | Chief People Officer | Sell | $21.25K |
| Mar 17, 2026 | HOPE H MELVILLE III | CFO and Treasurer | Sell | $48.55K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | - |
| 2026 Q1 | - | 14 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | 1 | 3 |
FWRG Ownership FAQ
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