First Watch Restaurant Group, Inc.
FWRG- Exchange
- Nasdaq
- Industry
- Retail-Eating Places
- SEC CIK
- 0001789940
No open-market purchases or sales by First Watch Restaurant Group, Inc. insiders were filed in the last 90 days; 206 institutions reported holding it in 13F filings for Q2 2026, worth $842.4M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in First Watch Restaurant Group, Inc. as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 157
- +6 vs. Q4 2024
- Shares held
- 70.6M
- +3.31M (+4.9%) vs. Q4 2024
- Total value
- $1.18B
- −$76.5M (−6.1%) vs. Q4 2024
- New holders
- 26
- 70 more added
- Sold out
- 20
- 41 more reduced
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FWRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 206 | $842.4M |
| Q1 2026 | 210 | $709.0M |
| Q4 2025 | 208 | $1.06B |
| Q3 2025 | 184 | $1.14B |
| Q2 2025 | 166 | $1.12B |
| Q1 2025 | 157 | $1.18B |
| Q4 2024 | 154 | $1.27B |
| Q3 2024 | 135 | $1.02B |
| Q2 2024 | 137 | $1.15B |
| Q1 2024 | 146 | $1.55B |
| Q4 2023 | 120 | $1.21B |
| Q3 2023 | 125 | $1.03B |
| Q2 2023 | 114 | $966.6M |
| Q1 2023 | 100 | $913.7M |
| Q4 2022 | 106 | $768.5M |
| Q3 2022 | 100 | $826.2M |
| Q2 2022 | 72 | $813.4M |
| Q1 2022 | 71 | $737.3M |
| Q4 2021 | 70 | $963.2M |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding First Watch Restaurant Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 3 | $50 | 0.00% | +3 | New |
| Skopos Labs, Inc. | 4 | $67 | 0.00% | +4 | New |
| Lindbrook Capital, LLC | 8 | $133 | 0.00% | +8 | New |
| Parallel Advisors, LLC | 17 | $283 | 0.00% | +12+240.0% | Added |
| Fifth Third Bancorp | 19 | $316 | 0.00% | −18−48.6% | Reduced |
| Stephens Consulting, LLC | 20 | $333 | 0.00% | +20 | New |
| EverSource Wealth Advisors, LLC | 24 | $400 | 0.00% | +11+84.6% | Added |
| Parkside Financial Bank & Trust | 30 | $500 | 0.00% | +30 | New |
| SBI Securities Co., Ltd. | 36 | $599 | 0.00% | +35+3,500.0% | Added |
| Geneos Wealth Management Inc. | 63 | $1.05K | 0.00% | −7−10.0% | Reduced |
| Larson Financial Group LLC | 63 | $1.05K | 0.00% | +63 | New |
| SRS Capital Advisors, Inc. | 66 | $1.10K | 0.00% | +33+100.0% | Added |
| Smartleaf Asset Management LLC | 70 | $1.18K | 0.00% | −11−13.6% | Reduced |
| Rothschild Investment LLC | 105 | $1.75K | 0.00% | +50+90.9% | Added |
| Farther Finance Advisors, LLC | 104 | $1.86K | 0.00% | +100+2,500.0% | Added |
| Global Financial Private Client, LLC | 121 | $2.02K | 0.00% | +121 | New |
| Clear Street Markets LLC | 122 | $2.03K | 0.00% | +122 | New |
| Nisa Investment Advisors, LLC | 124 | $2.06K | 0.00% | +62+100.0% | Added |
| US Bancorp | 162 | $2.70K | 0.00% | +162 | New |
| Fortitude Family Office, LLC | 167 | $2.78K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 176 | $2.93K | 0.00% | −1−0.6% | Reduced |
| Fourth Dimension Wealth, LLC | 200 | $3.33K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 216 | $3.60K | 0.00% | +4+1.9% | Added |
| Mather Group, LLC. | 250 | $4.16K | 0.00% | +250 | New |
| Private Trust Co NA | 281 | $4.68K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 327 | $5.45K | 0.00% | +10+3.2% | Added |
| CWM, LLC | 349 | $6.00K | 0.00% | +108+44.8% | Added |
| Steward Partners Investment Advisory, LLC | 450 | $7.49K | 0.00% | +200+80.0% | Added |
| Quadrant Capital Group LLC | 578 | $9.62K | 0.00% | −42−6.8% | Reduced |
| First Horizon Advisors, Inc. | 634 | $10.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,324 | $22.0K | 0.00% | +568+75.1% | Added |
| Tower Research Capital LLC (TRC) | 1,359 | $22.6K | 0.00% | +697+105.3% | Added |
| IFP Advisors, Inc | 1,334 | $22.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,725 | $28.7K | 0.00% | +78+4.7% | Added |
| Citadel Advisors LLC | 1,893 | $31.5K | 0.00% | −536,392−99.6% | Reduced |
| Sunbelt Securities, Inc. | 2,360 | $39.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2,455 | $40.9K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,057 | $43.9K | 0.01% | +1,896+1,177.6% | Added |
| BNP Paribas Arbitrage, SA | 2,702 | $45.0K | 0.00% | −1,906−41.4% | Reduced |
| Coldstream Capital Management Inc | 2,872 | $47.8K | 0.00% | +2,872 | New |
| Comerica Bank | 3,236 | $53.9K | 0.00% | −1,921−37.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,885 | $64.7K | 0.00% | +912+30.7% | Added |
| Accent Capital Management, LLC | 5,000 | $83.3K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 5,882 | $97.9K | 0.01% | +2,668+83.0% | Added |
| Harbor Capital Advisors, Inc. | 7,274 | $121.0K | 0.01% | −7,364−50.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 7,767 | $129.3K | 0.00% | +1,624+26.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,807 | $163.3K | 0.00% | +4,512+85.2% | Added |
| Stifel Financial Corp | 10,356 | $172.4K | 0.00% | +10,356 | New |
| Blueshift Asset Management, LLC | 10,975 | $182.7K | 0.07% | +10,975 | New |
| CI Private Wealth, LLC | 11,130 | $185.3K | 0.00% | +11,130 | New |
| Creative Planning | 11,230 | $187.0K | 0.00% | +11,230 | New |
| Arizona State Retirement System | 12,091 | $201.3K | 0.00% | −174−1.4% | Reduced |
| Atria Investments LLC | 12,146 | $202.2K | 0.00% | +12,146 | New |
| Oppenheimer Asset Management Inc. | 13,039 | $217.1K | 0.00% | +2,083+19.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 15,582 | $259.4K | 0.00% | +15,582 | New |
| Intech Investment Management LLC | 16,373 | $272.6K | 0.00% | +318+2.0% | Added |
| KLP Kapitalforvaltning AS | 16,400 | $273.1K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 16,574 | $276.0K | 0.00% | +4,503+37.3% | Added |
| The PNC Financial Services Group, Inc. | 16,943 | $282.1K | 0.00% | +708+4.4% | Added |
| Janus Henderson Group PLC | 16,969 | $286.0K | 0.00% | 00.0% | Unchanged |
| White Pine Capital LLC | 17,882 | $297.7K | 0.10% | +99+0.6% | Added |
| Corebridge Financial, Inc. | 18,812 | $313.2K | 0.00% | +3,724+24.7% | Added |
| Prelude Capital Management, LLC | 19,274 | $320.9K | 0.03% | +19,274 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 20,287 | $337.8K | 0.00% | +14+0.1% | Added |
| LPL Financial LLC | 21,810 | $363.1K | 0.00% | −3,448−13.7% | Reduced |
| Diversified Trust Co | 21,926 | $365.1K | 0.01% | −7,125−24.5% | Reduced |
| Commerce Bank | 22,095 | $367.9K | 0.00% | −255−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 22,766 | $379.1K | 0.00% | +5,497+31.8% | Added |
| Deutsche Bank AG | 23,437 | $390.2K | 0.00% | −2,529−9.7% | Reduced |
| Millennium Management LLC | 24,955 | $415.5K | 0.00% | +24,955 | New |
| Two Sigma Advisers, LP | 25,400 | $422.9K | 0.00% | −25,500−50.1% | Reduced |
| Squarepoint Ops LLC | 27,256 | $453.8K | 0.00% | −215,845−88.8% | Reduced |
| Mariner, LLC | 27,497 | $457.8K | 0.00% | +6,051+28.2% | Added |
| Alliancebernstein L.P. | 28,060 | $467.2K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 31,395 | $522.7K | 0.16% | +19,210+157.7% | Added |
| Citigroup Inc | 32,519 | $541.4K | 0.00% | +1,228+3.9% | Added |
| Bessemer Group Inc | 33,609 | $559.0K | 0.00% | −6,183−15.5% | Reduced |
| California State Teachers Retirement System | 38,653 | $643.6K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 39,267 | $653.8K | 0.01% | +39,236+126,567.7% | Added |
| Legal & General Group Plc | 44,807 | $746.0K | 0.00% | +4,345+10.7% | Added |
| Invesco Ltd. | 45,198 | $752.5K | 0.00% | +21,009+86.9% | Added |
| Vancity Investment Management Ltd | 45,509 | $758.0K | 0.10% | +45,509 | New |
| Diametric Capital, LP | 47,219 | $786.2K | 0.93% | +47,219 | New |
| American Century Companies Inc | 50,320 | $837.8K | 0.00% | +39,592+369.1% | Added |
| Rhumbline Advisers | 50,677 | $843.8K | 0.00% | +5,779+12.9% | Added |
| Accurate Wealth Management, LLC | 49,369 | $865.9K | 0.17% | +49,369 | New |
| Royal Bank of Canada | 54,267 | $903.0K | 0.00% | +21,830+67.3% | Added |
| SG Americas Securities, LLC | 56,466 | $940.0K | 0.00% | +41,289+272.0% | Added |
| Raymond James Financial Inc | 64,713 | $1.08M | 0.00% | −25,256−28.1% | Reduced |
| Nuveen, LLC | 65,148 | $1.08M | 0.00% | +65,148 | New |
| Arkadios Wealth Advisors | 68,503 | $1.14M | 0.04% | +68,503 | New |
| Wesbanco Bank Inc | 68,699 | $1.14M | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 71,329 | $1.19M | 0.00% | −15,246−17.6% | Reduced |
| Tudor Investment Corp Et Al | 72,807 | $1.21M | 0.01% | −84,300−53.7% | Reduced |
| Atria Wealth Solutions, Inc. | 77,973 | $1.30M | 0.02% | +5,622+7.8% | Added |
| Swiss National Bank | 82,300 | $1.37M | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 86,647 | $1.44M | 0.00% | +20,361+30.7% | Added |
| Two Sigma Investments, LP | 87,558 | $1.46M | 0.00% | −124,307−58.7% | Reduced |