FWRG

FWRG 13F Positioning & Ownership Changes

First Watch Restaurant Group

-$348.8M

Net Activity

Institutions Holding

212

Popularity Rank

#2754

Avg Weight

0.07%

Total Value

$711.9M

Ownership Trend

212 institutions currently hold FWRG, with 126 net buyers and 106 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

106

Net Buying Institutions

126

Key Holders

Key Holders

Top 5 by Value

BlackRock, Inc.

Bank of New York Mellon Corp

Neuberger Berman Group LLC

Manufacturers Life Insurance Company, THE

Millennium Management LLC

Top 5 by Conviction

Hodges Capital Management Inc.

Penn Capital Management Company, LLC

Granahan Investment Management, LLC

Riverbridge Partners LLC

View all 212 holding institutions

Quarterly Activity

Recent Activity

+$483.2M

Total Buy Value

$567.8M

Total Sell Value

New buy48

Trim62

Add78

Sold out44

126

Net Buyers

106

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

0

Active 5%+ Holders

Data as of 2026-07-14

Reporting Person	Type	Filing Date	Shares	% of Class
Dimensional Fund Advisors LP	13G/A	2026-07-14	2.60M	4.2%

View all Schedule 13D/13G filings

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST WATCH RESTAURANT GROUP (FWRG)?

Major stakeholders currently include BlackRock, Inc. ($42.7M), Bank of New York Mellon Corp ($41.5M), Neuberger Berman Group LLC ($37.5M). Based on the latest 13F filings, there are a total of 212 tracked investment funds and institutions maintaining positions in FWRG.

What is the overall institutional sentiment toward FWRG recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $348.8M, driven by 126 managers accumulating shares while 106 reduced their exposure.

Which institutions have been selling or reducing their FWRG positions?

In the latest period, 62 funds trimmed their holdings, and 44 managers completely exited their positions. The aggregate reported sell value was $567.8M.

Are there any notable investors adding FWRG to their portfolios?

Yes, buying activity remains notable. 48 institutions opened new positions in {ticker}, and 78 existing holders added to their shares. The total reported buy value for the quarter amounted to $483.2M.

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