First Watch Restaurant Group Ownership | Who Owns First Watch Restaurant Group?
First Watch Restaurant Group Ownership Summary
First Watch Restaurant Group is owned by 79.56% institutional investors, 2.12% insiders, and 18.32% retail investors. Advent corp/ma is the largest institutional shareholder, holding 8.67% of FWRG shares. Neuberger Long Short Instl is the top mutual fund, with 3.09% of its assets in First Watch Restaurant Group shares.
FWRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Watch Restaurant Group | 79.56% | 2.12% | 18.32% |
| Sector | Consumer Cyclical Stocks | 33.14% | 14.17% | 52.68% |
| Industry | Restaurants Stocks | 35.64% | 11.34% | 53.03% |
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 | 3.73M | 6.11% | $56.23M |
| Vanguard group | 3.32M | 5.44% | $50.08M |
| Dimensional fund advisors lp | 2.58M | 4.22% | $38.85M |
| Fmr | 2.54M | 4.17% | $39.79M |
| 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 |
| Gw&k investment management | 2.03M | 3.33% | $30.65M |
| Bank of new york mellon | 2.01M | 3.30% | $30.34M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Avory & company | 354.70K | 3.34% | $5.55M |
| Deepwater asset management | 576.17K | 2.53% | $8.69M |
| 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 | 1.13M | 1.36% | $17.10M |
| Mesirow institutional investment management | 833.19K | 1.19% | $15.51M |
| Granahan investment management | 1.67M | 1.07% | $26.08M |
| Hodges capital management | 693.34K | 0.90% | $10.46M |
| Diametric capital, lp | 109.08K | 0.63% | $1.71M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Woodline partners lp | 1.30M | 0.10% | 1.30M |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K |
| Silvercrest asset management group | 1.28M | 0.13% | 614.25K |
| Blackrock funding, inc. /de | 3.73M | 0.00% | 608.51K |
| Hodges capital management | 693.34K | 0.90% | 550.41K |
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 |
| Wcm investment management | - | - | -736.66K |
| Lord, abbett | - | - | -724.37K |
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 |
| Skopos labs | -4.00 |
| Nelson, van denburg & campbell wealth management group | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Dec 31, 2024 | 92 | -31.34% | 24,336,787 | -62.82% | 40 | 0.34% | 64 | -29.67% | 19 | -32.14% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Neuberger Long Short Instl | 1.89M | 3.09% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.98% | - |
| UBS: US Equity Small Cap Growth | 1.53M | 2.53% | - |
| JHancock Small Cap Core NAV | 1.45M | 2.36% | -60.57K |
| Stephens Small Cap Growth | 1.37M | 2.24% | 434.99K |
| iShares Russell 2000 ETF | 1.32M | 2.17% | 1.11M |
| Fidelity Small Cap Growth | 1.18M | 1.93% | 696.99K |
| Neuberger Berman Long Short Instl | 1.13M | 1.86% | -320.29K |
| Fidelity VIP Mid Cap Initial | 1.08M | 1.76% | - |
| Fidelity Growth Strategies | 1.05M | 1.72% | -6.28K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 22, 2026 | Kussell William A | - | Sell | $104.81K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | - | 1 |
| 2025 Q4 | - | 1 |
| 2025 Q3 | - | 3 |
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | - | 7 |
FWRG Ownership FAQ
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