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 2026
Institutional positions in First Watch Restaurant Group, Inc. as of Mar 31, 2026. 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
- 210
- +6 vs. Q4 2025
- Shares held
- 67.6M
- +569.1K (+0.8%) vs. Q4 2025
- Total value
- $709.0M
- −$302.4M (−29.9%) vs. Q4 2025
- New holders
- 51
- 79 more added
- Sold out
- 45
- 61 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding First Watch Restaurant Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 1 | $10 | 0.00% | −1−50.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $10 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 2 | $21 | 0.00% | −142−98.6% | Reduced |
| IFP Advisors, Inc | 10 | $105 | 0.00% | −5−33.3% | Reduced |
| MAI Capital Management | 16 | $168 | 0.00% | +16 | New |
| Rothschild Investment LLC | 23 | $241 | 0.00% | −57−71.3% | Reduced |
| Bayban | 33 | $346 | 0.00% | +33 | New |
| WPG Advisers, LLC | 72 | $755 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 87 | $912 | 0.00% | −77−47.0% | Reduced |
| SJS Investment Consulting Inc. | 98 | $1.03K | 0.00% | +32+48.5% | Added |
| Smartleaf Asset Management LLC | 104 | $1.05K | 0.00% | +23+28.4% | Added |
| Rossby Financial, LCC | 168 | $1.84K | 0.00% | +168 | New |
| Los Angeles Capital Management LLC | 195 | $2.04K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $2.10K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 274 | $3.52K | 0.00% | +274 | New |
| Private Trust Co NA | 347 | $3.64K | 0.00% | +66+23.5% | Added |
| Nisa Investment Advisors, LLC | 369 | $3.87K | 0.00% | −479−56.5% | Reduced |
| SRS Capital Advisors, Inc. | 371 | $3.89K | 0.00% | +75+25.3% | Added |
| Huntington National Bank | 450 | $4.71K | 0.00% | −1−0.2% | Reduced |
| Allworth Financial LP | 523 | $5.48K | 0.00% | +521+26,050.0% | Added |
| Optiver Holding B.V. | 540 | $5.66K | 0.00% | +166+44.4% | Added |
| International Assets Investment Management, LLC | 609 | $6.66K | 0.00% | +103+20.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 714 | $7.48K | 0.00% | +212+42.2% | Added |
| Essential Partners LLC | 714 | $7.48K | 0.00% | +693+3,300.0% | Added |
| US Bancorp | 1,096 | $11.5K | 0.00% | −1,099−50.1% | Reduced |
| Park Place Capital Corp | 1,097 | $11.5K | 0.00% | +1,097 | New |
| Caldwell Trust Co | 1,200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,176 | $12.9K | 0.00% | +1,066+969.1% | Added |
| Sunbelt Securities, Inc. | 1,301 | $13.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1,302 | $13.6K | 0.01% | −3,145−70.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,603 | $16.8K | 0.00% | +125+8.5% | Added |
| Advisory Services Network, LLC | 2,385 | $25.0K | 0.00% | +2,385 | New |
| Larson Financial Group LLC | 2,495 | $26.1K | 0.00% | +2,495 | New |
| Versant Capital Management, Inc | 2,790 | $29.2K | 0.00% | +2,222+391.2% | Added |
| Assetmark, Inc | 3,545 | $37.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,910 | $41.0K | 0.00% | −243−5.9% | Reduced |
| Ameritas Investment Partners, Inc. | 4,467 | $46.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 5,157 | $54.0K | 0.00% | +4,124+399.2% | Added |
| Tower Research Capital LLC (TRC) | 5,482 | $57.5K | 0.00% | +3,898+246.1% | Added |
| Simplex Trading, LLC | 5,602 | $58.7K | 0.00% | +5,602 | New |
| Parkside Financial Bank & Trust | 6,084 | $63.8K | 0.00% | +6,049+17,282.9% | Added |
| Quadrant Capital Group LLC | 7,178 | $75.2K | 0.00% | +6,636+1,224.4% | Added |
| Bessemer Group Inc | 9,280 | $97.0K | 0.00% | −22,800−71.1% | Reduced |
| Cetera Investment Advisers | 10,045 | $105.3K | 0.00% | +10,045 | New |
| LVW Advisors, LLC | 10,154 | $106.4K | 0.01% | −317−3.0% | Reduced |
| SG Americas Securities, LLC | 10,172 | $107.0K | 0.00% | −6,609−39.4% | Reduced |
| Capstone Financial Advisors, Inc. | 10,500 | $110.0K | 0.01% | +10,500 | New |
| HighTower Advisors, LLC | 10,684 | $112.0K | 0.00% | +10,684 | New |
| DRW Securities, LLC | 10,854 | $113.7K | 0.01% | +10,854 | New |
| Armistice Capital, LLC | 11,234 | $117.7K | 0.00% | +11,234 | New |
| Insight Advisors, LLC | 11,450 | $120.0K | 0.02% | +11,450 | New |
| Intech Investment Management LLC | 12,204 | $127.9K | 0.00% | −3,837−23.9% | Reduced |
| KLP Kapitalforvaltning AS | 12,500 | $131.0K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 12,657 | $132.6K | 0.00% | +12,657 | New |
| Graham Capital Management, L.P. | 13,037 | $136.6K | 0.00% | +13,037 | New |
| Two Sigma Investments, LP | 13,200 | $138.3K | 0.00% | −72,890−84.7% | Reduced |
| BNP Paribas Arbitrage, SA | 13,377 | $140.2K | 0.00% | +1,253+10.3% | Added |
| Gsa Capital Partners LLP | 13,419 | $141.0K | 0.01% | +13,419 | New |
| Sanctuary Advisors, LLC | 13,462 | $141.1K | 0.00% | +2,714+25.3% | Added |
| Fifth Third Bancorp | 13,618 | $142.7K | 0.00% | +11,922+702.9% | Added |
| Mirabella Financial Services LLP | 13,739 | $144.0K | 0.01% | +13,739 | New |
| Fiduciary Trust Co | 13,889 | $145.6K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 14,160 | $148.4K | 0.00% | 00.0% | Unchanged |
| Scientech Research LLC | 14,160 | $148.4K | 0.12% | +14,160 | New |
| Arizona State Retirement System | 15,087 | $158.1K | 0.00% | −208−1.4% | Reduced |
| Wealth Alliance | 15,187 | $159.2K | 0.02% | +15,187 | New |
| Marshall Wace, LLP | 15,398 | $161.4K | 0.00% | −512,294−97.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,797 | $176.0K | 0.00% | +3,046+22.2% | Added |
| Janus Henderson Group PLC | 16,969 | $177.7K | 0.00% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 17,149 | $179.7K | 0.03% | +17,149 | New |
| Blueshift Asset Management, LLC | 17,488 | $183.3K | 0.06% | −1,741−9.1% | Reduced |
| Vanguard Global Advisers, LLC | 18,120 | $189.9K | 0.00% | +18,120 | New |
| Harbor Capital Advisors, Inc. | 18,673 | $196.0K | 0.02% | +9,337+100.0% | Added |
| Brevan Howard Capital Management LP | 20,209 | $211.8K | 0.00% | −46,568−69.7% | Reduced |
| Prelude Capital Management, LLC | 20,442 | $214.2K | 0.02% | −7,079−25.7% | Reduced |
| Axq Capital, LP | 21,048 | $220.6K | 0.03% | +21,048 | New |
| Rocky Mountain Advisers, LLC | 21,237 | $222.6K | 0.06% | −3,600−14.5% | Reduced |
| The PNC Financial Services Group, Inc. | 23,479 | $246.1K | 0.00% | +29+0.1% | Added |
| Barclays PLC | 23,682 | $248.2K | 0.00% | −62,234−72.4% | Reduced |
| Oxford Asset Management LLP | 23,812 | $249.6K | 0.10% | +7,308+44.3% | Added |
| Quent Capital, LLC | 25,000 | $262.0K | 0.02% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 25,130 | $263.4K | 0.00% | +25,130 | New |
| Engineers Gate Manager LP | 25,150 | $263.6K | 0.00% | −9,680−27.8% | Reduced |
| Diversified Trust Co | 25,654 | $268.9K | 0.00% | +1,154+4.7% | Added |
| 71 West Capital Partners | 26,130 | $273.8K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 27,561 | $288.8K | 0.00% | +9,040+48.8% | Added |
| Virtu Financial LLC | 27,982 | $293.0K | 0.01% | +27,982 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 28,134 | $294.8K | 0.00% | +2,557+10.0% | Added |
| Commerce Bank | 29,279 | $306.8K | 0.00% | −589−2.0% | Reduced |
| Boothbay Fund Management, LLC | 31,852 | $333.8K | 0.01% | +31,852 | New |
| MetLife Investment Management | 32,203 | $337.5K | 0.00% | −1,037,752−97.0% | Reduced |
| Magnetar Financial LLC | 35,119 | $368.0K | 0.00% | −2,490−6.6% | Reduced |
| Creative Planning | 36,992 | $387.7K | 0.00% | +36,992 | New |
| Canada Pension Plan Investment Board | 37,800 | $396.1K | 0.00% | −1,900−4.8% | Reduced |
| Vanguard Asset Management, Ltd | 37,885 | $397.0K | 0.00% | +37,885 | New |
| State of Wisconsin Investment Board | 38,125 | $399.6K | 0.00% | +38,125 | New |
| ExodusPoint Capital Management, LP | 40,016 | $419.4K | 0.00% | −250,775−86.2% | Reduced |
| Cerity Partners LLC | 40,577 | $425.2K | 0.00% | −5,216−11.4% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 40,847 | $428.1K | 0.01% | +40,847 | New |