First Watch Restaurant Group Ownership | Who Owns First Watch Restaurant Group?
First Watch Restaurant Group Ownership Summary
First Watch Restaurant Group is owned by 114.25% institutional investors, 2.29% insiders. Advent corp/ma is the largest institutional shareholder, holding 24.08% of FWRG shares. JHancock Small Cap Core NAV is the top mutual fund, with 3.19% of its assets in First Watch Restaurant Group shares.
FWRG Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | First Watch Restaurant Group | 114.25% | 2.29% | -16.54% |
| Sector | Consumer Cyclical Stocks | 60.24% | 14.24% | 25.52% |
| Industry | Restaurants Stocks | 71.15% | 11.83% | 17.02% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Advent corp/ma | 14.69M | 24.08% | $235.62M |
| Blackrock funding, inc. /de | 2.89M | 4.74% | $46.42M |
| Vanguard group | 2.35M | 3.89% | $43.76M |
| Lazard asset management | 2.28M | 3.74% | $36.59M |
| Gilder gagnon howe | 2.19M | 3.59% | $35.13M |
| Jpmorgan chase | 2.14M | 3.54% | $39.85M |
| Blackrock | 2.13M | 3.52% | $37.35M |
| Champlain investment partners | 2.09M | 3.44% | $34.79M |
| Dimensional fund advisors lp | 1.92M | 3.18% | $35.80M |
| Gw&k investment management | 1.83M | 2.99% | $29.29M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Advent corp/ma | 14.69M | 7.64% | $235.62M |
| Deepwater asset management | 631.05K | 4.01% | $10.12M |
| 12 west capital management lp | 1.49M | 3.66% | $24.82M |
| Avory & company | 352.35K | 3.45% | $5.65M |
| Penn capital management company | 1.01M | 1.40% | $16.18M |
| Manatuck hill partners | 200.00K | 1.21% | $3.21M |
| Mesirow institutional investment management | 833.19K | 1.19% | $15.51M |
| Granahan investment management | 1.65M | 1.08% | $26.42M |
| Paralel advisors | 900.00K | 0.71% | $16.75M |
| Diametric capital, lp | 50.64K | 0.43% | $812.28K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Riverbridge partners | 1.28M | 0.33% | 1.28M |
| Loomis sayles & co l p | 1.14M | 0.02% | 1.14M |
| Ubs group | 885.16K | 0.00% | 868.57K |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K |
| Clearbridge investments | 684.15K | 0.01% | 684.15K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advent corp/ma | 14.69M | 7.64% | -4.50M |
| 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 |
|---|---|---|---|---|
| Riverbridge partners | 1.28M | 0.33% | 1.28M | $20.52M |
| Loomis sayles & co l p | 1.14M | 0.02% | 1.14M | $18.35M |
| Mesirow institutional investment management | 833.19K | 1.19% | 833.19K | $15.51M |
| Clearbridge investments | 684.15K | 0.01% | 684.15K | $12.73M |
| Emerald advisers | 384.84K | 0.23% | 384.84K | $6.17M |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -3.00 |
| Lindbrook capital | -3.00 |
| Nelson, van denburg & campbell wealth management group | -4.00 |
| Massmutual trust co fsb/adv | -11.00 |
| Parallel advisors | -17.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Jun 30, 2024 | 138 | -8.61% | 65,238,033 | 3.33% | 108 | 0.98% | 79 | -13.19% | 39 | 5.41% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| JHancock Small Cap Core NAV | 1.95M | 3.19% | -52.99K |
| UBS: US Equity Small Cap Growth | 1.53M | 2.53% | - |
| Champlain Small Company Fund, LLC | 1.30M | 2.13% | -14.05K |
| JPMorgan Small Cap Growth A | 1.25M | 2.06% | 18.68K |
| 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 | 961.50K | 1.58% | -18.27K |
| Federated Hermes Kaufmann Small Cap A | 957.00K | 1.57% | - |
| Federated Hermes Kaufmann Small Cap Grow | 957.00K | 1.57% | - |
| Fidelity Trend | 920.10K | 1.51% | -24.50K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 |
| May 12, 2025 | Jemley Charles | - | Buy | $247.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | 3 |
| 2025 Q2 | 1 | 3 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 3 |
| 2024 Q3 | - | - |
FWRG Ownership FAQ
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