First Watch Restaurant Group, Inc. (FWRG) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

62,087,500Shares Outstanding

1,367,794Shares held by institutions

$21,529,078Value of institutional holdings

108.67%Institutional ownership %

10.32%Shares Changed QoQ

197No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for First Watch Restaurant Group, Inc. (NASDAQ:FWRG) includes 197 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in First Watch Restaurant edged down to 108.7% in December 2025, compared to 116.8% in September 2025.
The company experienced a 10.32% quarterly change in institutional shares held, alongside an increase of 27.92% in total owners annually.
Among the 197 institutional holders of First Watch Restaurant, 131 added to their stakes while 53 trimmed their positions and 13 held steady.
The aggregate institutional position in First Watch Restaurant now stands at 67.47Mn shares as of December 2025, after investors increased their holdings (up by 6.31Mn shares quarter on quarter which is down 726.54K shares year over year).
As of December 31, 2025, FMR LLC held First Watch Restaurant's largest shareholding position with over 5.40Mn shares, representing 8.70% of total outstanding shares.
Among the most significant buyers of First Watch Restaurant during December 2025 were FMR LLC (2.85Mn), Neuberger Berman Group LLC (1.58Mn), Woodline Partners LP (838.78K), FRED ALGER MANAGEMENT, LLC (671.46K), BlackRock, Inc. (608.51K).
Leading sellers of First Watch Restaurant stock in December 2025 included MARSHALL WACE, LLP (1.11Mn), Champlain Investment Partners, LLC (784.84K), BROWN ADVISORY INC (700.34K), MILLENNIUM MANAGEMENT LLC (638.79K), CITADEL ADVISORS LLC (544.97K).
The top 10 institutional holders of First Watch Restaurant for the quarter ending December 2025 included FMR LLC (5.40Mn), BlackRock, Inc. (3.73Mn), VANGUARD GROUP INC (3.32Mn), Neuberger Berman Group LLC (3.11Mn), DIMENSIONAL FUND ADVISORS LP (2.58Mn), Woodline Partners LP (2.14Mn), GW&K Investment Management, LLC (2.03Mn), Bank of New York Mellon Corp (2.01Mn), JPMORGAN CHASE & CO (1.88Mn), LOOMIS SAYLES & CO L P (1.86Mn).

197 Institutional Holders

1,367,794 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
FMR LLC	31 Dec, 2025	5,399,098	2,854,997	112.22%	$81,418,398.00
BlackRock, Inc.	31 Dec, 2025	3,728,708	608,508	19.50%	$56,228,917.00
VANGUARD GROUP INC	31 Dec, 2025	3,320,929	432,634	14.98%	$50,079,610.00
Neuberger Berman Group LLC	31 Dec, 2025	3,109,660	1,579,364	103.21%	$46,893,673.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	2,576,182	133,402	5.46%	$38,848,674.00
Woodline Partners LP	31 Dec, 2025	2,137,899	838,783	64.57%	$32,239,517.00
GW&K Investment Management, LLC	31 Dec, 2025	2,032,631	311,938	18.13%	$30,653.00
Bank of New York Mellon Corp	31 Dec, 2025	2,011,613	140,760	7.52%	$30,335,118.00
JPMORGAN CHASE & CO	31 Dec, 2025	1,882,671	-94,597	-4.78%	$28,390,678.00
LOOMIS SAYLES & CO L P	31 Dec, 2025	1,857,812	131,447	7.61%	$28,015,805.00
MANUFACTURERS LIFE INSURANCE COMPANY, THE	31 Dec, 2025	1,850,876	98,500	5.62%	$27,911,210.00
LAZARD ASSET MANAGEMENT LLC	31 Dec, 2025	1,626,821	-502,703	-23.61%	$24,532,467.00
Granahan Investment Management, LLC	31 Dec, 2025	1,451,237	-216,095	-12.96%	$21,884,654.00
Stephens Investment Management Group LLC	31 Dec, 2025	1,367,051	434,987	46.67%	$20,615,129.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	1,202,460	121,651	11.26%	$18,136,489.00
SILVERCREST ASSET MANAGEMENT GROUP LLC	31 Dec, 2025	1,181,594	-94,876	-7.43%	$17,818,438.00
Champlain Investment Partners, LLC	31 Dec, 2025	1,137,880	-784,836	-40.82%	$17,159,230.00
Penn Capital Management Company, LLC	31 Dec, 2025	1,131,552	6,199	0.55%	$17,102,070.00
RIVERBRIDGE PARTNERS LLC	31 Dec, 2025	1,096,029	-92,505	-7.78%	$16,528,114.00
STATE STREET CORP	31 Dec, 2025	1,092,886	145,540	15.36%	$16,480,721.00

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