First Watch Restaurant Group, Inc. — Institutional Ownership
Which tracked institutions hold FWRG, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
26
Funds holding
$199129871
Total value held
Buying
16 added/new · 10 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $58444962 | 4534132 | +462387 | +11.36% |
| 2 | Bank Of New York Mellon Corp | $47938405 | 3719038 | -238659 | -6.03% |
| 3 | State Street Corp | $18109199 | 1404572 | +211223 | +17.70% |
| 4 | Bank Of America Corp /De/ | $13783135 | 1069289 | +16863 | +1.60% |
| 5 | Nomura Holdings Inc | $10580228 | 820809 | +438147 | +114.50% |
| 6 | Morgan Stanley | $9129485 | 708261 | -751773 | -51.49% |
| 7 | Ubs Group Ag | $7431949 | 576567 | +576567 | NEW BUY |
| 8 | Northern Trust Corp | $6559192 | 508859 | +15862 | +3.22% |
| 9 | Sei Investments Co | $5447795 | 422637 | -42145 | -9.07% |
| 10 | Goldman Sachs Group Inc | $5182360 | 402045 | -7874 | -1.92% |
| 11 | Franklin Resources Inc | $4397075 | 341123 | -7300 | -2.10% |
| 12 | Citigroup Inc | $3271895 | 253832 | +246872 | +3547.01% |
| 13 | Raymond James Financial Inc | $3258888 | 252823 | +34510 | +15.81% |
| 14 | Invesco Ltd. | $1577749 | 122401 | +122401 | NEW BUY |
| 15 | Wells Fargo & Company/Mn | $1401697 | 108743 | +66976 | +160.36% |
| 16 | Jefferies Financial Group Inc. | $659968 | 51200 | +51200 | NEW BUY |
| 17 | Royal Bank Of Canada | $397000 | 30861 | -17520 | -36.21% |
| 18 | Jpmorgan Chase & Co | $348037 | 26834 | -17312 | -39.22% |
| 19 | Pnc Financial Services Group, Inc. | $327650 | 25419 | +1940 | +8.26% |
| 20 | Allstate Corp | $264516 | 20521 | +20521 | NEW BUY |
| 21 | Janus Henderson Group Plc | $177665 | 16969 | +16969 | NEW BUY |
| 22 | Barclays Plc | $170315 | 13213 | -10469 | -44.21% |
| 23 | Prudential Financial Inc | $130962 | 10160 | +10160 | NEW BUY |
| 24 | Fifth Third Bancorp | $125865 | 9765 | -3853 | -28.29% |
| 25 | Us Bancorp \De\ | $13857 | 1075 | -21 | -1.92% |
| 26 | Amalgamated Financial Corp. | $22 | 1654 | +1654 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.