First Watch Restaurant Group Ownership | Who Owns First Watch Restaurant Group?
First Watch Restaurant Group Ownership Summary
First Watch Restaurant Group is owned by 116.98% institutional investors, 1.99% 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 3.16% of its assets in First Watch Restaurant Group shares.
FWRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Watch Restaurant Group | 116.98% | 1.99% | -18.97% |
| Sector | Consumer Cyclical Stocks | 42.53% | 14.10% | 43.38% |
| Industry | Restaurants Stocks | 49.56% | 11.47% | 38.97% |
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 | 3.12M | 5.11% | $48.80M |
| Vanguard group | 2.89M | 4.73% | $45.17M |
| Fmr | 2.54M | 4.17% | $39.79M |
| Dimensional fund advisors lp | 2.44M | 4.00% | $38.21M |
| Lazard asset management | 2.28M | 3.74% | $36.59M |
| Blackrock | 2.13M | 3.52% | $37.35M |
| Gilder gagnon howe | 2.15M | 3.52% | $33.56M |
| Jpmorgan chase | 1.98M | 3.24% | $30.92M |
| Champlain investment partners | 1.92M | 3.15% | $30.07M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Deepwater asset management | 724.71K | 4.51% | $11.33M |
| Avory & company | 354.70K | 3.34% | $5.55M |
| 12 west capital management lp | 1.49M | 2.42% | $23.31M |
| Advent corp/ma | 5.29M | 1.67% | $82.73M |
| Manatuck hill partners | 295.00K | 1.53% | $4.61M |
| Penn capital management company | 1.01M | 1.40% | $16.18M |
| Mesirow institutional investment management | 833.19K | 1.19% | $15.51M |
| Granahan investment management | 1.67M | 1.07% | $26.08M |
| Diametric capital, lp | 109.08K | 0.63% | $1.71M |
| Paralel advisors | 900.00K | 0.55% | $14.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Bank of new york mellon | 1.87M | 0.01% | 1.53M |
| Woodline partners lp | 1.30M | 0.10% | 1.30M |
| Goldman sachs group | 1.40M | 0.00% | 1.15M |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K |
| Silvercrest asset management group | 1.28M | 0.13% | 614.25K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advent corp/ma | 5.29M | 1.67% | -9.40M |
| Foxhaven asset management, lp | - | - | -1.85M |
| Capital research global investors | - | - | -776.54K |
| Lord, abbett | - | - | -724.37K |
| Driehaus capital management | - | - | -596.60K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Woodline partners lp | 1.30M | 0.10% | 1.30M | $20.32M |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K | $15.51M |
| Jain global | 370.27K | 0.03% | 370.27K | $5.79M |
| Fred alger management | 365.11K | 0.02% | 365.11K | $5.71M |
| Hudson bay capital management lp | 315.60K | 0.02% | 315.60K | $4.94M |
Sold Out
| Holder | Change |
|---|---|
| Lindbrook capital | -3.00 |
| National bank of canada /fi/ | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Skopos labs | -4.00 |
| Massmutual trust co fsb/adv | -11.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 9 | -94.19% | 25,483,988 | -62.60% | 41 | 0.33% | 5 | -95.50% | 3 | -88.89% |
| Dec 31, 2024 | 92 | -31.34% | 24,336,787 | -62.82% | 40 | 0.34% | 64 | -29.67% | 19 | -32.14% |
| Sep 30, 2024 | 133 | -3.62% | 65,462,779 | 0.34% | 108 | 0.93% | 91 | 15.19% | 27 | -30.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JHancock Small Cap Core NAV | 1.93M | 3.16% | -19.48K |
| UBS: US Equity Small Cap Growth | 1.53M | 2.53% | - |
| Champlain Small Company Fund, LLC | 1.29M | 2.12% | -3.90K |
| JPMorgan Small Cap Growth A | 1.24M | 2.03% | -13.36K |
| Vanguard Total Stock Mkt Idx Inv | 1.23M | 2.02% | -27.28K |
| Neuberger Berman Long Short Instl | 1.13M | 1.86% | -320.29K |
| iShares Russell 2000 ETF | 982.55K | 1.61% | - |
| Federated Hermes Kaufmann Small Cap A | 957.00K | 1.57% | - |
| Federated Hermes Kaufmann Small Cap Grow | 957.00K | 1.57% | - |
| SRH Total Return Fund | 900.00K | 1.47% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 09, 2025 | Kussell William A | - | Sell | $104.81K |
| Sep 08, 2025 | ADVENT INTERNATIONAL, L.P. | - | Sell | $77.75M |
| Aug 13, 2025 | Tomasso Christopher Anthony | President and CEO | Sell | $1.80M |
| Aug 08, 2025 | ADVENT INTERNATIONAL, L.P. | - | Sell | $88.50M |
| Jun 03, 2025 | ADVENT INTERNATIONAL, L.P. | - | Sell | $66.15M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 3 |
FWRG Ownership FAQ
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