First Watch Restaurant Group Ownership | Who Owns First Watch Restaurant Group?
First Watch Restaurant Group Ownership Summary
First Watch Restaurant Group is owned by 68.34% institutional investors, 1.58% insiders, and 30.08% retail investors. 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 4.19% of its assets in First Watch Restaurant Group shares.
FWRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Watch Restaurant Group | 68.34% | 1.58% | 30.08% |
| Sector | Consumer Cyclical Stocks | 249.86% | 15.44% | -165.30% |
| Industry | Restaurants Stocks | 43.23% | 12.62% | 44.15% |
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 | 4.07M | 6.68% | $42.67M |
| Bank of new york mellon | 3.96M | 6.49% | $41.48M |
| Neuberger berman group | 3.57M | 5.86% | $37.46M |
| Manufacturers life insurance company, the | 3.36M | 5.51% | $35.19M |
| Vanguard group | 3.32M | 5.44% | $50.08M |
| Millennium management | 3.23M | 5.30% | $33.87M |
| Dimensional fund advisors lp | 3.08M | 5.06% | $32.33M |
| Blackrock | 2.13M | 3.52% | $37.35M |
| Riverbridge partners | 2.09M | 3.43% | $21.92M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Avory & company | 254.15K | 3.45% | $2.66M |
| Bwcp, lp | 1.36M | 2.17% | $14.23M |
| Advent corp/ma | 5.29M | 1.67% | $82.73M |
| Hodges capital management | 1.48M | 1.28% | $15.53M |
| Mesirow institutional investment management | 833.19K | 1.19% | $15.51M |
| Penn capital management company | 1.14M | 0.93% | $11.98M |
| 1492 capital management | 172.94K | 0.69% | $1.81M |
| First dallas securities | 166.75K | 0.65% | $1.75M |
| Granahan investment management | 1.09M | 0.55% | $11.40M |
| Riverbridge partners | 2.09M | 0.54% | $21.92M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 3.23M | 0.01% | 3.17M |
| Bank of new york mellon | 3.96M | 0.01% | 1.95M |
| Manufacturers life insurance company, the | 3.36M | 0.03% | 1.51M |
| Bwcp, lp | 1.36M | 2.17% | 1.36M |
| Riverbridge partners | 2.09M | 0.54% | 995.67K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advent corp/ma | 5.29M | 1.67% | -9.40M |
| Fmr | 2.00M | 0.00% | -3.40M |
| Woodline partners lp | - | - | -2.14M |
| Foxhaven asset management, lp | - | - | -1.85M |
| Jpmorgan chase | 44.15K | - | -1.84M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bwcp, lp | 1.36M | 2.17% | 1.36M | $14.23M |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K | $15.51M |
| Nomura | 382.66K | 0.01% | 382.66K | $4.01M |
| Jain global | 370.27K | 0.03% | 370.27K | $5.79M |
| Vanguard fiduciary trust | 336.99K | 0.00% | 336.99K | $3.53M |
Sold Out
| Holder | Change |
|---|---|
| Sbi securities | -1.00 |
| Fortitude family office | -1.00 |
| Lindbrook capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Skopos labs | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 9 | -94.19% | 25,483,988 | -62.60% | 41 | 0.33% | 5 | -95.50% | 3 | -88.89% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JHancock Small Cap Core NAV | 2.58M | 4.19% | 661.50K |
| Neuberger Long Short Instl | 2.04M | 3.31% | -83.17K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.95% | - |
| Stephens Small Cap Growth | 1.66M | 2.69% | 292.75K |
| Fidelity VIP Mid Cap Initial | 1.63M | 2.65% | - |
| UBS: US Equity Small Cap Growth | 1.53M | 2.53% | - |
| BNY Mellon Sm/Md Cp Gr I | 1.53M | 2.48% | 541.68K |
| iShares Russell 2000 ETF | 1.41M | 2.29% | 11.89K |
| Fidelity Trend | 1.31M | 2.15% | - |
| Fidelity Growth Strategies | 1.25M | 2.04% | -49.90K |
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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