FWRG · Company research
First Watch Restaurant Group, Inc. (FWRG): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableConsumer
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2225 | 28681 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Engineers Gate Manager LP | 1620220 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29200 | 376388 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Accurate Wealth Management, LLC | 1877728 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58312 | 726573 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| CIBC WORLD MARKET INC. | 1421224 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77000 | 992530 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 322250 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 322940 | 4162697 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26130 | 336816 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12657 | 163149 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 3068 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| MOODY NATIONAL BANK TRUST DIVISION | 1092903 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 112679 | 1452432 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1380137 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171981 | 2210 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 71946 | 927384 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Optiver Holding B.V. | 1859606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 260 | 3351 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GOLDMAN SACHS GROUP INC | 886982 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 320536 | 4131709 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43289 | 557996 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| 1492 Capital Management LLC | 1584087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170147 | 2193195 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| WEALTH ALLIANCE, LLC | 1793904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13228 | 170509 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| JPMORGAN CHASE & CO | 19617 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25748 | 333952 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Capstone Financial Advisors, Inc. | 1599217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10500 | 135345 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1177206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195 | 2514 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2453594 | 31626827 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2499114 | 32213579 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| FIRST TRUST ADVISORS LP | 1125816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24577 | 316797 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3823982 | 49291128 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114700 | 1478483 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 688 | 9178 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Western Standard LLC | 1517666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 513240 | 6615664 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Wealth Enhancement Trust Services, Inc. | 2067696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119 | 1534 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| Sumitomo Mitsui Trust Group, Inc. | 1475365 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62393 | 804246 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| GLENMEDE TRUST CO NA | 314949 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25000 | 322250 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 393 | 5066 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Vancity Investment Management Ltd | 1846311 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29117 | 375 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| MARSHALL WACE, LLP | 1318757 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100623 | 1297031 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VARCOV Co. | 2078837 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66622 | 858758 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 972976 | 75483 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23759 | 306254 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397555 | 5124484 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WPG Advisers, LLC | 2067343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72 | 928 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Arkadios Wealth Advisors | 1800798 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 57408 | 739989 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CAPTRUST FINANCIAL ADVISORS | 1512024 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16023 | 206536 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1404572 | 18109199 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Stephens Investment Management Group LLC | 1314440 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1953921 | 25186042 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| BARCLAYS PLC | 312069 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8235 | 106149 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Corient Private Wealth LP | 1948780 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285062 | 3674450 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Jefferies Financial Group Inc. | 96223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 51200 | 659968 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| EMERALD ADVISERS, LLC | 1015083 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1526759 | 19679924 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BWCP, LP | 1787893 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1502614 | 19368694 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Empowered Funds, LLC | 1592828 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 212759 | 2742464 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| ArrowMark Colorado Holdings LLC | 1483859 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324343 | 4180781 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119600 | 1541644 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Covestor Ltd | 1909846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 0 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IFP Advisors, Inc | 1641866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 189 | 2436 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| State of Wyoming | 1821626 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6253 | 80601 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26022 | 335 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| PNC Financial Services Group, Inc. | 713676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 670 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 258 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80897 | 1042762 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Fiduciary Trust Co | 35442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13901 | 179184 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Ancora Advisors LLC | 1446114 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 319802 | 4122248 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 323 | 4163 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59278 | 764093 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CANADA PENSION PLAN INVESTMENT BOARD | 1283718 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 59300 | 764377 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Manatuck Hill Partners, LLC | 1467902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28100 | 362209 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| PRIVATE TRUST CO NA | 1277557 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 347 | 4473 | — | — | — | Jul 28, 2026 | SEC_13F_DATASET |
| Diametric Capital, LP | 1719087 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 165674 | 2135537 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1520354 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 883 | 11382 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1097 | 14140 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| COMMERCE BANK | 1009076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21946 | 282884 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| JANE STREET GROUP, LLC | 1595888 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340924 | 4394510 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITADEL ADVISORS LLC | 1423053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 481438 | 6205736 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| HighTower Advisors, LLC | 1462245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10677 | 137627 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2383 | 30717 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34600 | 445994 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176566 | 2275936 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| INTECH INVESTMENT MANAGEMENT LLC | 1086318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11817 | 152321 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| PANAGORA ASSET MANAGEMENT INC | 883677 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 218530 | 2816852 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EMERALD MUTUAL FUND ADVISERS TRUST | 1352895 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 823954 | 10620767 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Farther Finance Advisors, LLC | 1992825 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1473 | 18998 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| NATIONAL BANK OF CANADA /FI/ | 926171 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 13 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9765 | 125865 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.