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 198 institutions that hold shares in the stock, with a total of 69 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
136
shares
|
$2,307
0.0% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
126
shares
|
$2,138
0.0% of portfolio
|
Q3 2025
Added 215.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
110
shares
|
$1,866
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
103
shares
|
$1,747
0.0% of portfolio
|
Q2 2025
Reduced 41.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
99
shares
|
$1,680
0.0% of portfolio
|
Q2 2025
Added 312.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
77
shares
|
$1,306
0.0% of portfolio
|
Q3 2025
Reduced 93.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
70
shares
|
$1,187
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
70
shares
|
$1,187
0.0% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
33
shares
|
$560
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
17
shares
|
$288
0.0% of portfolio
|
Q2 2025
Reduced 89.82%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8
shares
|
$135
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
8
shares
|
$135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
5
shares
|
$84
0.0% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
2
shares
|
$33
0.0% of portfolio
|
Q3 2025
Reduced 94.44%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2
shares
|
$33
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|