Company · Ownership research

First Watch Restaurant Group, Inc. FWRG

CIK 0001789940 · CUSIP 33748L101

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 33748L101 (FWRG), not CUSIP 33748L951 (FWRG), CUSIP 33748L901 (FWRG), and does not merge CUSIPs.

This page lists the top 20 of 62 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$29.54M 2,904,654 shares	0.01%	+307.71K(+11.80%)Added	SEC filing ↗ Nov 4, 2026	▾
02	Bank of New York Mellon Corp CIK 1390777 · View history	$28.32M 2,784,217 shares	0.00%	-934.82K(-25.10%)Reduced	SEC filing ↗ Nov 5, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$16.78M 1,649,223 shares	0.00%	+204.94K(+14.20%)Added	SEC filing ↗ Nov 6, 2026	▾
04	Penn Capital Management Company, LLC CIK 1158202 · View history	$15.15M 1,486,865 shares	1.10%	+14.11K(+1.00%)Added	SEC filing ↗ Nov 4, 2026	▾
05	RIVERBRIDGE PARTNERS LLC CIK 1112325 · View history	$12.75M 1,253,496 shares	0.37%	-95.14K(-7.10%)Reduced	SEC filing ↗ Nov 5, 2026	▾
06	Russell Investments Group, Ltd. CIK 1692234 · View history	$6.30M 619,279 shares	0.00%	-139.57K(-18.40%)Reduced	SEC filing ↗ Nov 6, 2026	▾
07	Creative Planning CIK 1540235 · View history	$2.22M 218,328 shares	0.00%	+145.84K(+201.20%)Added	SEC filing ↗ Nov 2, 2026	▾
08	Access Investment Management LLC CIK 2010477 · View history	$2.21M 217,609 shares	0.54%	+4.89K(+2.30%)Added	SEC filing ↗ Oct 23, 2026	▾
09	Avory & Company, LLC CIK 1842766 · View history	$2.00M 196,985 shares	2.54%	-31.25K(-13.70%)Reduced	SEC filing ↗ Oct 21, 2026	▾
10	HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 1380137 · View history	$1.82M 179,430 shares	0.21%	+7.45K(+4.30%)Added	SEC filing ↗ Oct 26, 2026	▾
11	LPL Financial LLC CIK 1403438 · View history	$1.07M 104,973 shares	0.00%	-20.25K(-16.20%)Reduced	SEC filing ↗ Nov 6, 2026	▾
12	MOODY NATIONAL BANK TRUST DIVISION CIK 1092903 · View history	$892.92K 87,799 shares	0.07%	-24.88K(-22.10%)Reduced	SEC filing ↗ Oct 6, 2026	▾
13	OPPENHEIMER ASSET MANAGEMENT INC. CIK 1269119 · View history	$852.69K 83,844 shares	0.01%	-20.43K(-19.60%)Reduced	SEC filing ↗ Oct 27, 2026	▾
14	NBC SECURITIES, INC. CIK 791540 · View history	$771.39K 75,850 shares	0.05%	-12.13K(-13.80%)Reduced	SEC filing ↗ Oct 26, 2026	▾
15	Accurate Wealth Management, LLC CIK 1877728 · View history	$732.62K 60,848 shares	0.06%	+2.54K(+4.30%)Added	SEC filing ↗ Oct 20, 2026	▾
16	CITIGROUP INC CIK 831001 · View history	$724.80K 71,268 shares	0.00%	-182.56K(-71.90%)Reduced	SEC filing ↗ Nov 4, 2026	▾
17	Sumitomo Mitsui Trust Group, Inc. CIK 1475365 · View history	$634.54K 62,393 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Oct 29, 2026	▾
18	DEUTSCHE BANK AG\ CIK 948046 · View history	$608.97K 59,879 shares	0.00%	-4.86K(-7.50%)Reduced	SEC filing ↗ Nov 6, 2026	▾
19	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 1632972 · View history	$415.46K 37,907 shares	0.00%	+16.76K(+79.20%)Added	SEC filing ↗ Oct 13, 2026	▾
20	Wavvest Wealth LLC CIK 2153571 · View history	$411.78K 40,490 shares	0.33%	—	SEC filing ↗ Oct 21, 2026	▾

Showing 20 / 62 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

12,481,904

Not deduplicated across managers

Disclosed value

$127.12M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

First Watch Restaurant Group, Inc. · Q3 2026

Explore all 62 reporting institutions.

This page includes 20 of 62 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.