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First Watch Restaurant Groupco shares owned by LPL Financial

Quarter-by-quarter ownership of First Watch Restaurant Groupco (FWRG) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in First Watch Restaurant Groupco

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All positions including First Watch Restaurant Groupco held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Watch Restaurant Groupco by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 89k 15.64
2025-06-30 $1.7M 103k 16.04
2025-03-31 $363k 22k 16.65
2024-12-31 $470k 25k 18.61
2024-03-31 $836k 34k 24.62

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Top funds holding First Watch Restaurant Groupco

Advent International Corporation
BlackRock
Vanguard Group
FMR
Dimensional Fund Advisors
Gilder, Gagnon, Howe & Co
Lazard Asset Management
Jpmorgan Chase & Co
Champlain Investment Partners
Bank of New York Mellon
Manufacturers Life Insurance Company
Loomis, Sayles and
Jennifer Ranahan
Granahan Investment Management
Marshall Wace

View all funds holding First Watch Restaurant Groupco