NEUBERGER BERMAN GROUP LLC
Position in FWRG — First Watch Restaurant Group, Inc.
CIK 1465109
NEW YORK, NY
Position in FWRG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$37,458,852
-$9,434,820 QoQ
Shares Held
3,574,318
+14.9% QoQ
Ownership
5.80%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 97.3868861136586.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6131138863413943.ToString("F0")%
Common Shares in FWRG Over Time
Shares Held
Position Value (USD)
Position in Restaurants
Consumer Cyclical · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $1,169,696,436 across 20 Restaurants names. FWRG ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCD |
Mcdonalds Corp
|
1,940,554 | $603,104,777 | |
| 2 | TXRH |
Texas Roadhouse, Inc.
|
1,196,320 | $197,560,283 | |
| 3 | DRI |
Darden Restaurants Inc
|
492,067 | $96,464,814 | |
| 4 | YUM |
Yum Brands Inc
|
430,829 | $66,985,292 | |
| 5 | FWRG |
First Watch Restaurant Group, Inc.
This page
|
3,574,318 | $37,458,852 | |
| 6 | EAT |
Brinker International, Inc
|
256,336 | $36,597,090 | |
| 7 | SG |
Sweetgreen, Inc.
|
5,854,091 | $30,382,731 | |
| 8 | BJRI |
BJs RESTAURANTS INC
|
812,074 | $28,503,797 |
All Filings in FWRG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,458,852 | 3,574,318 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $46,893,672 | 3,109,660 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $46,893,672 | 3,109,660 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $23,933,829 | 1,530,296 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $25,773,537 | 1,606,829 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $17,373,542 | 1,043,456 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $12,584,491 | 676,222 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $13,492,065 | 864,876 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,252,018 | 868,566 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $12,550,192 | 509,756 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $13,820,016 | 687,563 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $12,978,755 | 750,651 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $15,090,381 | 892,922 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,476,427 | 839,130 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $10,855,741 | 802,346 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,574,102 | 937,438 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $17,898,536 | 1,241,230 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $18,829,101 | 1,442,843 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $19,021,225 | 1,134,918 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||