El Pollo Loco Ownership | Who Owns El Pollo Loco?
El Pollo Loco Ownership Summary
El Pollo Loco is owned by 81.85% institutional investors, 13.17% insiders, and 4.98% retail investors. Biglari capital is the largest institutional shareholder, holding 13.00% of LOCO shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.65% of its assets in El Pollo Loco shares.
LOCO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | El Pollo Loco | 81.85% | 13.17% | 4.98% |
| Sector | Consumer Cyclical Stocks | 57.35% | 11.97% | 30.68% |
| Industry | Restaurants Stocks | 71.20% | 9.63% | 19.17% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Biglari capital | 4.00M | 13.00% | $45.24M |
| Blackrock | 2.38M | 7.72% | $26.88M |
| Dimensional fund advisors lp | 2.18M | 7.09% | $24.68M |
| Fund 1 investments | 2.06M | 6.68% | $23.26M |
| William blair investment management | 1.41M | 4.60% | $16.00M |
| Vanguard group | 1.41M | 4.57% | $15.92M |
| Hotchkis & wiley capital management | 645.05K | 2.10% | $7.30M |
| Geode capital management | 622.29K | 2.02% | $7.04M |
| Divisadero street capital management, lp | 588.95K | 1.91% | $6.66M |
| State street | 578.73K | 1.88% | $6.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Biglari capital | 4.00M | 6.89% | $45.24M |
| Biglari, sardar | 120.00K | 4.60% | $1.36M |
| Fund 1 investments | 2.06M | 2.52% | $23.26M |
| Divisadero street capital management, lp | 588.95K | 1.01% | $6.66M |
| Hillsdale investment management | 382.20K | 0.34% | $4.32M |
| Rodgers brothers | 204.55K | 0.31% | $2.31M |
| Campbell & co investment adviser | 137.30K | 0.13% | $1.55M |
| Bridgeway capital management | 316.86K | 0.08% | $3.58M |
| State of wyoming | 44.41K | 0.08% | $502.33K |
| Advisorshares investments | 42.63K | 0.08% | $470.66K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fund 1 investments | 2.06M | 2.52% | 939.60K |
| Lsv asset management | 389.66K | 0.01% | 389.66K |
| Hillsdale investment management | 382.20K | 0.34% | 382.20K |
| Jpmorgan chase | 335.76K | 0.00% | 324.55K |
| Fuller & thaler asset management | 206.21K | 0.01% | 206.21K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 447.00 | - | -1.07M |
| Morgan stanley | 516.12K | 0.00% | -275.21K |
| Aqr capital management | 480.94K | 0.01% | -271.35K |
| Invenomic capital management lp | - | - | -209.49K |
| Divisadero street capital management, lp | 588.95K | 1.01% | -151.84K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Lsv asset management | 389.66K | 0.01% | 389.66K | $4.41M |
| Hillsdale investment management | 382.20K | 0.34% | 382.20K | $4.32M |
| Fuller & thaler asset management | 206.21K | 0.01% | 206.21K | $2.33M |
| Macquarie group | 55.75K | 0.00% | 55.75K | $631.00K |
| Janney montgomery scott | 47.82K | 0.00% | 47.82K | $541.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -5.00 |
| State of tennessee, treasury department | -122.00 |
| Sound income strategies | -145.00 |
| Meeder asset management | -1.18K |
| Metropolitan life insurance co/ny | -1.56K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 121 | 3.42% | 25,192,207 | 1.79% | 81 | 1.27% | 67 | 52.27% | 35 | -33.96% |
| Mar 31, 2024 | 117 | -5.65% | 24,750,027 | 4.22% | 80 | 1.45% | 44 | -30.16% | 53 | 32.50% |
| Dec 31, 2023 | 124 | 3.33% | 23,747,256 | 2.92% | 74 | 1.56% | 63 | 36.96% | 40 | -25.93% |
| Sep 30, 2023 | 120 | -13.04% | 23,073,624 | -0.68% | 69 | 1.61% | 46 | -55.34% | 54 | 170.00% |
| Jun 30, 2023 | 138 | 5.34% | 23,231,057 | 26.21% | 65 | 2.54% | 103 | 66.13% | 20 | -56.52% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 792.95K | 2.65% | - |
| iShares Russell 2000 ETF | 664.62K | 2.22% | -1.50K |
| William Blair Small Cap Value I | 528.75K | 1.77% | -6.86K |
| DFA US Small Cap Value I | 483.74K | 1.62% | 10.96K |
| DFA US Targeted Value I | 405.38K | 1.35% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 391.15K | 1.31% | -45.73K |
| Fidelity Small Cap Index | 278.72K | 0.93% | -1.75K |
| First Eagle US Small Cap Strategy | 267.34K | 0.89% | 69.75K |
| First Eagle Small Cap Opportunity I | 262.82K | 0.88% | 45.74K |
| Dimensional US Targeted Value ETF | 250.21K | 0.84% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 21, 2024 | BIGLARI, SARDAR | - | Buy | $586.56K |
| Aug 20, 2024 | BIGLARI, SARDAR | - | Buy | $1.34M |
| Aug 19, 2024 | BIGLARI, SARDAR | - | Buy | $838.95K |
| Aug 16, 2024 | BIGLARI, SARDAR | - | Buy | $280.00K |
| Aug 22, 2024 | BIGLARI, SARDAR | - | Buy | $60.88K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | 7 | - |
| 2024 Q2 | - | - |
| 2024 Q1 | - | - |
| 2023 Q4 | - | - |
LOCO Ownership FAQ
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