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First Watch Restaurant Group, Inc. (FWRG) institutional ownership

Latest close $12.42 Jul 21, 2026
Market cap$793M 52-week range SectorConsumer Cyclical
Funds holding · Q1 2026
228
reported FWRG position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
124 buyers · 104 sellers

First Watch Restaurant Group, Inc. (FWRG) price and institutional activity

Dates

Q1 2026

$0 bought by 124 investors
Millennium Management LLCBank of New York Mellon Corp +122 more
$0 sold by 104 investors
FMR LLCWoodline Partners LP +102 more
Bought Sold Totals per quarter; hover a bar for the names.

First Watch Restaurant Group, Inc. (FWRG) institutional activity · 228

Investor Type Est. change Change Δ Own Date
FMR LLC · Reduced
Change −3.4M Δ Own −63.0% Date Q1 2026
FMR LLC Reduced· Q1 2026 −3.4M −63.0% Q1 2026
Millennium Management LLC · Added
Change +3.2M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +3.2M Q1 2026
Woodline Partners LP · Exited
Change −2.1M Δ Own −100.0% Date Q1 2026
Woodline Partners LP Exited· Q1 2026 −2.1M −100.0% Q1 2026
Bank of New York Mellon Corp · Added
Change +1.9M Date Q1 2026
Bank of New York Mellon Corp Added· Q1 2026 +1.9M Q1 2026
JPMorgan Chase & Co · Reduced
Change −1.8M Date Q1 2026
JPMorgan Chase & Co Reduced· Q1 2026 −1.8M Q1 2026
Loomis Sayles & Co L P · Reduced
Change −1.5M Date Q1 2026
Loomis Sayles & Co L P Reduced· Q1 2026 −1.5M Q1 2026
Manufacturers Life Insurance Company, the · Added
Change +1.5M Date Q1 2026
Manufacturers Life Insurance Company, the Added· Q1 2026 +1.5M Q1 2026
Bwcp, LP · New
Change +1.4M Date Q1 2026
Bwcp, LP New· Q1 2026 +1.4M Q1 2026
Gilder Gagnon Howe & Co LLC · Reduced
Change −1.3M Date Q1 2026
Gilder Gagnon Howe & Co LLC Reduced· Q1 2026 −1.3M Q1 2026
12 West Capital Management LP · Exited
Change −1.1M Δ Own −100.0% Date Q1 2026
12 West Capital Management LP Exited· Q1 2026 −1.1M −100.0% Q1 2026
Wellington Management Group LLP · Exited
Change −1.1M Δ Own −100.0% Date Q1 2026
Wellington Management Group LLP Exited· Q1 2026 −1.1M −100.0% Q1 2026
Metlife Investment Management, LLC · Reduced
Change −1.0M Date Q1 2026
Metlife Investment Management, LLC Reduced· Q1 2026 −1.0M Q1 2026
Riverbridge Partners LLC · Added
Change +996K Date Q1 2026
Riverbridge Partners LLC Added· Q1 2026 +996K Q1 2026
Morgan Stanley · Added
Change +929K Date Q1 2026
Morgan Stanley Added· Q1 2026 +929K Q1 2026
Hodges Capital Management Inc. · Added
Change +788K Date Q1 2026
Hodges Capital Management Inc. Added· Q1 2026 +788K Q1 2026
Data through Q1 2026 · filed Jun 2, 2026
15 of 228

Famous investor activity in First Watch Restaurant Group, Inc. (FWRG)

First Watch Restaurant Group, Inc. (FWRG) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Weisser Ashlee Suzanne · CFO Grant (A) 27K
Owned 64K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Weisser Ashlee Suzanne CFO Grant (A) 27K 64K Jun 8, 2026 Jun 10, 2026
Britt Irene Chang · Director Grant (A) 12K
Owned 32K Trade date May 21, 2026 Filed date May 22, 2026
Britt Irene Chang Director Grant (A) 12K 32K May 21, 2026 May 22, 2026
Fleisher Michael D. · Director Grant (A) 12K
Owned 29K Trade date May 21, 2026 Filed date May 22, 2026
Fleisher Michael D. Director Grant (A) 12K 29K May 21, 2026 May 22, 2026
Alvarez Ralph · Director Grant (A) 18K
Owned 440K Trade date May 21, 2026 Filed date May 22, 2026
Alvarez Ralph Director Grant (A) 18K 440K May 21, 2026 May 22, 2026
Solheim Jostein · Director Grant (A) 12K
Owned 32K Trade date May 21, 2026 Filed date May 22, 2026
Solheim Jostein Director Grant (A) 12K 32K May 21, 2026 May 22, 2026
Tipograph Rachel K. · Director Grant (A) 12K
Owned 22K Trade date May 21, 2026 Filed date May 22, 2026
Tipograph Rachel K. Director Grant (A) 12K 22K May 21, 2026 May 22, 2026
Jemley Charles · Director Grant (A) 12K
Owned 44K Trade date May 21, 2026 Filed date May 22, 2026
Jemley Charles Director Grant (A) 12K 44K May 21, 2026 May 22, 2026
Lilak Stephanie · Director Grant (A) 12K
Owned 39K Trade date May 21, 2026 Filed date May 22, 2026
Lilak Stephanie Director Grant (A) 12K 39K May 21, 2026 May 22, 2026
Kussell William A. · Director Grant (A) 12K
Owned 39K Trade date May 21, 2026 Filed date May 22, 2026
Kussell William A. Director Grant (A) 12K 39K May 21, 2026 May 22, 2026
Jones John Daniel · Officer Sell −$21K
Price $12.52 Qty −2K Owned 85K Trade date Mar 17, 2026 Filed date Mar 19, 2026
Jones John Daniel Officer Sell $12.52 −2K −$21K 85K Mar 17, 2026 Mar 19, 2026
Hartman Eric Richard · Officer Sell −$23K
Price $12.52 Qty −2K Owned 245K Trade date Mar 17, 2026 Filed date Mar 19, 2026
Hartman Eric Richard Officer Sell $12.52 −2K −$23K 245K Mar 17, 2026 Mar 19, 2026
Tomasso Christopher Anthony · Director, Officer Sell −$314K
Price $12.52 Qty −25K Owned 957K Trade date Mar 17, 2026 Filed date Mar 19, 2026
Tomasso Christopher Anthony Director, Officer Sell $12.52 −25K −$314K 957K Mar 17, 2026 Mar 19, 2026
Sorensen Laura Anne · Officer Sell −$21K
Price $12.52 Qty −2K Owned 237K Trade date Mar 17, 2026 Filed date Mar 19, 2026
Sorensen Laura Anne Officer Sell $12.52 −2K −$21K 237K Mar 17, 2026 Mar 19, 2026
Hope H. Melville III · Officer Sell −$49K
Price $12.52 Qty −4K Owned 112K Trade date Mar 17, 2026 Filed date Mar 19, 2026
Hope H. Melville III Officer Sell $12.52 −4K −$49K 112K Mar 17, 2026 Mar 19, 2026
Wolszczak Jay Anthony · Officer Sell −$40K
Price $12.52 Qty −3K Owned 229K Trade date Mar 17, 2026 Filed date Mar 19, 2026
Wolszczak Jay Anthony Officer Sell $12.52 −3K −$40K 229K Mar 17, 2026 Mar 19, 2026
15 of 41
15 of 41 Sign in to continue to older insider transactions.

First Watch Restaurant Group, Inc. (FWRG) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Advent International, L.P. 34.1M
% of shares outstanding 57.0% Filing date Feb 14, 2024
Advent International, L.P. 34.1M 57.0% Feb 14, 2024
Bank of New York Mellon Corp 4.0M
% of shares outstanding 6.5% Filing date Apr 28, 2026
Bank of New York Mellon Corp 4.0M 6.5% Apr 28, 2026
Blackrock, Inc. 4.0M
% of shares outstanding 6.5% Filing date Apr 27, 2026
Blackrock, Inc. 4.0M 6.5% Apr 27, 2026
Dimensional Fund Advisors LP 2.6M
% of shares outstanding 4.2% Filing date Jul 14, 2026
Dimensional Fund Advisors LP 2.6M 4.2% Jul 14, 2026
Neuberger Berman Group LLC 2.3M
% of shares outstanding 3.7% Filing date Jun 4, 2026
Neuberger Berman Group LLC 2.3M 3.7% Jun 4, 2026
Integrated Core Strategies (us) LLC 2.1M
% of shares outstanding 3.4% Filing date Jul 21, 2026
Integrated Core Strategies (us) LLC 2.1M 3.4% Jul 21, 2026
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First Watch Restaurant Group, Inc. (FWRG) ownership FAQ

Who owns FWRG?

228 reporting institutions disclosed FWRG position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.