First Watch Ownership

FWRG Stock  USD 15.37  0.34  2.16%   
The majority of First Watch Restaurant outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in First Watch Restaurant to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in First Watch. Please pay attention to any change in the institutional holdings of First Watch Restaurant as this could imply that something significant has changed or is about to change at the company. On December 16, 2025, Representative Gilbert Cisneros of US Congress acquired under $15k worth of First Watch Restaurant's common stock.
 
Shares in Circulation  
First Issued
2020-03-31
Previous Quarter
62.6 M
Current Value
62.8 M
Avarage Shares Outstanding
59.1 M
Quarterly Volatility
4.7 M
 
Covid
 
Interest Hikes
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Watch Restaurant. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

First Stock Ownership Analysis

About 98.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.55. Some equities with similar Price to Book (P/B) outperform the market in the long run. First Watch Restaurant has Price/Earnings To Growth (PEG) ratio of 2.17. The entity had not issued any dividends in recent years. First Watch Restaurant Group, Inc. operates and franchises restaurants under the First Watch trade name. First Watch Restaurant Group, Inc. was founded in 1983 and is headquartered in Bradenton, Florida. First Watch operates under Restaurants classification in the United States and is traded on NASDAQ Exchange. It employs 10000 people. To learn more about First Watch Restaurant call Christopher Tomasso at 941 907 9800 or check out https://www.firstwatch.com.
Besides selling stocks to institutional investors, First Watch also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different First Watch's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align First Watch's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

First Watch Quarterly Liabilities And Stockholders Equity

1.72 Billion

First Watch Insider Trades History

Roughly 2.0% of First Watch Restaurant are currently held by insiders. Unlike First Watch's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against First Watch's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of First Watch's insider trades
 
Covid
 
Interest Hikes

First Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as First Watch is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading First Watch Restaurant backward and forwards among themselves. First Watch's institutional investor refers to the entity that pools money to purchase First Watch's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Granahan Investment Management Inc..2025-06-30
1.6 M
Neuberger Berman Group Llc2025-06-30
1.6 M
12 West Capital Management Lp2025-06-30
1.5 M
Riverbridge Partners Llc2025-06-30
1.3 M
Marshall Wace Asset Management Ltd2025-06-30
1.2 M
Loomis, Sayles & Company Lp2025-06-30
1.1 M
Brown Advisory Holdings Inc2025-06-30
1.1 M
Geode Capital Management, Llc2025-06-30
M
Wellington Management Company Llp2025-06-30
M
Advent International Lp2025-06-30
14.7 M
Blackrock Inc2025-06-30
2.9 M
Note, although First Watch's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

First Watch Restaurant Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific First Watch insiders, such as employees or executives, is commonly permitted as long as it does not rely on First Watch's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases First Watch insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Kussell William A over three weeks ago
Disposition of 6165 shares by Kussell William A of First Watch at 17.0 subject to Rule 16b-3
 
Tipograph Rachel K over a month ago
Acquisition by Tipograph Rachel K of 9302 shares of First Watch subject to Rule 16b-3
 
Jay Wolszczak over a month ago
Acquisition by Jay Wolszczak of 139323 shares of First Watch subject to Rule 16b-3
 
Kussell William A over two months ago
Disposition of 6165 shares by Kussell William A of First Watch at 17.0 subject to Rule 16b-3
 
Kussell William A over three months ago
Acquisition by Kussell William A of 5194 shares of First Watch subject to Rule 16b-3
 
Advent International, L.p. over six months ago
Disposition of 5000000 shares by Advent International, L.p. of First Watch at 17.7 subject to Rule 16b-3
 
Solheim Jostein over six months ago
Acquisition by Solheim Jostein of 5263 shares of First Watch subject to Rule 16b-3
 
Advent International, L.p. over six months ago
Disposition of 4500000 shares by Advent International, L.p. of First Watch at 14.7 subject to Rule 16b-3
 
Christopher Tomasso over six months ago
Disposition of 41346 shares by Christopher Tomasso of First Watch at 17.0 subject to Rule 16b-3
 
Jemley Charles over six months ago
Acquisition by Jemley Charles of 15000 shares of First Watch at 16.5 subject to Rule 16b-3
 
Hope H Melville Iii over six months ago
Acquisition by Hope H Melville Iii of 48721 shares of First Watch subject to Rule 16b-3
 
Christopher Tomasso over six months ago
Acquisition by Christopher Tomasso of 365408 shares of First Watch subject to Rule 16b-3

First Watch's latest congressional trading

Congressional trading in companies like First Watch Restaurant, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in First Watch by those in governmental positions are based on the same information available to the general public.
2025-12-16Representative Gilbert CisnerosAcquired Under $15KVerify

First Watch Outstanding Bonds

First Watch issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. First Watch Restaurant uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most First bonds can be classified according to their maturity, which is the date when First Watch Restaurant has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

First Watch Corporate Filings

13A
6th of February 2026
An amended filing to the original Schedule 13G
ViewVerify
13A
5th of February 2026
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
F4
26th of January 2026
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
8K
12th of January 2026
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Currently Active Assets on Macroaxis

When determining whether First Watch Restaurant is a strong investment it is important to analyze First Watch's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact First Watch's future performance. For an informed investment choice regarding First Stock, refer to the following important reports:
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in First Watch Restaurant. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
You can also try the Top Crypto Exchanges module to search and analyze digital assets across top global cryptocurrency exchanges.
Can Hotels, Restaurants & Leisure industry sustain growth momentum? Does First have expansion opportunities? Factors like these will boost the valuation of First Watch. Market participants price First higher when confident in its future expansion prospects. Determining accurate worth demands scrutiny of both present operating results and projected expansion capacity. Evaluating First Watch demands reviewing these metrics collectively while recognizing certain factors exert disproportionate influence.
Quarterly Earnings Growth
0.634
Earnings Share
0.08
Revenue Per Share
19.216
Quarterly Revenue Growth
0.256
Return On Assets
0.0115
Understanding First Watch Restaurant requires distinguishing between market price and book value, where the latter reflects First's accounting equity. The concept of intrinsic value - what First Watch's is actually worth based on fundamentals - guides informed investors toward better entry and exit points. Market participants employ diverse analytical approaches to determine fair value and identify buying opportunities when prices dip below calculated worth. Market sentiment, economic cycles, and investor behavior can push First Watch's price substantially above or below its fundamental value.
Please note, there is a significant difference between First Watch's value and its price as these two are different measures arrived at by different means. Investors typically determine if First Watch is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. In contrast, First Watch's trading price reflects the actual exchange value where willing buyers and sellers reach mutual agreement.