Portillo's Ownership | Who Owns Portillo's?
Portillo's Ownership Summary
Portillo's is owned by 35.70% institutional investors, 7.20% insiders, and 57.10% retail investors. Engaged capital is the largest institutional shareholder, holding 9.88% of PTLO shares. AB Small Cap Growth A is the top mutual fund, with 3.98% of its assets in Portillo's shares.
PTLO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Portillo's | 35.70% | 7.20% | 57.10% |
| Sector | Consumer Cyclical Stocks | 48.44% | 13.23% | 38.33% |
| Industry | Restaurants Stocks | 61.96% | 11.29% | 26.75% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Engaged capital | 6.11M | 9.88% | $57.48M |
| Orbis allan gray | 5.74M | 9.27% | $53.95M |
| Vanguard group | 5.57M | 9.00% | $52.37M |
| Blackrock | 4.12M | 7.17% | $40.04M |
| Blackrock funding, inc. /de | 4.38M | 7.08% | $41.19M |
| Berkshire partners | 3.76M | 6.06% | $35.30M |
| Ubs group | 2.39M | 3.87% | $22.50M |
| Ameriprise financial | 2.22M | 3.59% | $20.89M |
| Zuckerman investment group | 1.94M | 3.14% | $26.70M |
| Marshall wace, llp | 1.75M | 2.83% | $16.47M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Berkshire partners | 3.76M | 100.00% | $35.30M |
| Engaged capital | 6.11M | 11.82% | $57.48M |
| Zuckerman investment group | 1.94M | 2.56% | $26.70M |
| Hodges capital management | 1.65M | 0.93% | $15.54M |
| Millrace asset group | 93.38K | 0.88% | $908.00K |
| Lakewood asset management | 104.64K | 0.68% | $983.60K |
| Granahan investment management | 1.33M | 0.52% | $12.92M |
| 1492 capital management | 104.79K | 0.47% | $985.02K |
| Emerald advisers | 1.24M | 0.45% | $11.68M |
| Emerald mutual fund advisers trust | 731.60K | 0.42% | $6.88M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Ubs group | 2.39M | 0.00% | 1.45M |
| Hodges capital management | 1.65M | 0.93% | 737.05K |
| Blackrock | 4.12M | 0.00% | 693.32K |
| Dimensional fund advisors lp | 1.10M | 0.00% | 641.27K |
| Bamco inc /ny/ | 436.71K | 0.01% | 436.71K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Principal financial group | - | - | -1.79M |
| Millennium management | - | - | -1.52M |
| Sirios capital management l p | - | - | -594.29K |
| Silvercrest asset management group | - | - | -576.87K |
| Voss capital | - | - | -575.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bamco inc /ny/ | 436.71K | 0.01% | 436.71K | $4.11M |
| Chicago partners investment group | 281.48K | 0.09% | 281.48K | $2.59M |
| Landscape capital management | 279.04K | 0.28% | 279.04K | $2.62M |
| First eagle investment management | 274.19K | 0.01% | 274.19K | $2.58M |
| Two sigma investments, lp | 194.36K | 0.00% | 194.36K | $1.83M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Mather group, llc. | -10.00 |
| Impact partnership wealth | -38.00 |
| Uncommon cents investing | -40.00 |
| Massmutual trust co fsb/adv | -69.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 102 | -47.42% | 22,104,598 | -59.98% | 35 | 0.45% | 49 | -50.00% | 27 | -32.50% |
| Sep 30, 2024 | 193 | 1.05% | 55,234,070 | 7.93% | 89 | 1.12% | 97 | -6.73% | 40 | -11.11% |
| Jun 30, 2024 | 188 | -10.05% | 51,175,899 | -1.17% | 89 | 0.96% | 102 | -8.93% | 44 | -4.35% |
| Mar 31, 2024 | 209 | 7.73% | 51,779,729 | 15.82% | 96 | 1.87% | 112 | 17.89% | 46 | -11.54% |
| Dec 31, 2023 | 194 | 5.43% | 44,706,600 | 4.38% | 71 | 1.18% | 95 | 7.95% | 52 | 8.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| AB Small Cap Growth A | 2.54M | 3.98% | 2.02M |
| Columbia Acorn Inst | 1.86M | 2.91% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.75M | 2.74% | - |
| Vanguard Small Cap Index | 1.44M | 2.25% | 1.18K |
| iShares Russell 2000 ETF | 1.44M | 2.25% | -12.48K |
| Orbis SICAV Global Bal Instl Inv | 1.35M | 2.12% | 277.68K |
| Franklin US Small Cap Growth Equity | 1.18M | 1.88% | - |
| Franklin Small Cap Growth Adv | 1.18M | 1.84% | - |
| Columbia Small Cap Growth Inst | 1.00M | 1.57% | 178.70K |
| Orbis Global Equity Investor | 987.04K | 1.55% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2025 | Hartung Jack | - | Buy | $929.45K |
| Aug 15, 2024 | Scarpino Nicholas Anthony | Chief Marketing Officer | Sell | $57.62K |
| Aug 15, 2024 | Scarpino Nicholas Anthony | Chief Marketing Officer | Sell | $860.58K |
| Aug 09, 2024 | Osanloo Michael | President & CEO | Sell | $679.68K |
| Jan 04, 2024 | Pratt Derrick Lee | Chief Operating Officer | Sell | $27.30K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
| 2024 Q2 | - | - |
| 2024 Q1 | - | 1 |
PTLO Ownership FAQ
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