Institutional Ownership First Watch Restaurant Group, Inc. (FWRG)
This table provides information about the institutional ownership of First Watch Restaurant Group, Inc. (FWRG). We have compiled data on the 158 institutions that hold shares in the stock, with a total of 68.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Feb 06, 2025 Q4 2024 |
686
shares
|
$11,284
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
662
shares
|
$10,889
0.0% of portfolio
|
Q4 2024
Reduced 94.72%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
634
shares
|
$10,429
0.0% of portfolio
|
Q4 2024
Added 66.84%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
620
shares
|
$10,199
0.0% of portfolio
|
Q3 2024
Reduced 9.88%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
317
shares
|
$5,214
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
281
shares
|
$4,622
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
263
shares
|
$4,326
0.0% of portfolio
|
Q4 2024
Added 35.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
250
shares
|
$4,112
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
241
shares
|
$3,964
0.0% of portfolio
|
Q4 2024
Added 57.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
240
shares
|
$3,948
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
212
shares
|
$3,487
0.0% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
200
shares
|
$3,290
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
167
shares
|
$2,747
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
161
shares
|
$2,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
128
shares
|
$2,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
81
shares
|
$1,332
0.0% of portfolio
|
Q4 2024
Reduced 54.49%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
70
shares
|
$1,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
65
shares
|
$1,069
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
62
shares
|
$1,019
0.0% of portfolio
|
Q4 2024
Reduced 52.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
55
shares
|
$904
0.0% of portfolio
|
Q4 2024
Added 120.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
54
shares
|
$888
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
37
shares
|
$608
0.0% of portfolio
|
Q4 2024
Reduced 40.32%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
33
shares
|
$542
0.0% of portfolio
|
Q4 2024
Added 73.68%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
31
shares
|
$509
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
13
shares
|
$213
0.0% of portfolio
|
Q4 2024
New holding
|