Potbelly Ownership | Who Owns Potbelly?
Potbelly Ownership Summary
Potbelly is owned by 43.06% institutional investors, 10.82% insiders, and 46.12% retail investors. Blackrock is the largest institutional shareholder, holding 6.48% of PBPB shares. Strategic Advisers U.S. Total Stock is the top mutual fund, with 3.12% of its assets in Potbelly shares.
PBPB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Potbelly | 43.06% | 10.82% | 46.12% |
| Sector | Consumer Cyclical Stocks | 33.14% | 14.17% | 52.68% |
| Industry | Restaurants Stocks | 35.64% | 11.34% | 53.03% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.91M | 6.48% | $15.37M |
| Water island capital | 1.35M | 4.48% | $23.03M |
| Fil | 1.21M | 4.01% | $20.63B |
| Monimus capital management, lp | 582.33K | 1.93% | $9.92M |
| Millennium management | 399.87K | 1.34% | $3.77M |
| Nuveen asset management | 378.90K | 1.27% | $3.57M |
| Qube research | 369.07K | 1.22% | $6.29M |
| Punch & associates investment management | 338.78K | 1.12% | $5.77M |
| Northern trust | 257.10K | 0.85% | $4.38M |
| Crawford fund management | 195.50K | 0.66% | $1.57M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Monimus capital management, lp | 582.33K | 6.12% | $9.92M |
| Water island capital | 1.35M | 2.90% | $23.03M |
| Crawford fund management | 195.50K | 0.40% | $1.57M |
| Dhk financial advisors | 47.65K | 0.34% | $583.74K |
| Punch & associates investment management | 338.78K | 0.33% | $5.77M |
| Quantessence capital | 52.02K | 0.28% | $886.49K |
| Oxford asset management llp | 36.67K | 0.23% | $624.82K |
| Virtu financial | 111.45K | 0.11% | $1.90M |
| Oddo bhf asset management sas | 117.91K | 0.08% | $2.01M |
| Sagefield capital lp | 35.11K | 0.07% | $598.27K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Water island capital | 1.35M | 2.90% | 1.35M |
| Fil | 1.21M | 0.02% | 1.21M |
| Qube research | 369.07K | 0.01% | 342.06K |
| Oddo bhf asset management sas | 117.91K | 0.08% | 117.91K |
| Virtu financial | 111.45K | 0.11% | 111.45K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Nierenberg investment management company | - | - | -2.98M |
| Blackrock funding, inc. /de | - | - | -2.01M |
| Portolan capital management | - | - | -1.67M |
| Glazer capital | - | - | -1.63M |
| Vanguard group | - | - | -1.45M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Water island capital | 1.35M | 2.90% | 1.35M | $23.03M |
| Fil | 1.21M | 0.02% | 1.21M | $20.63B |
| Oddo bhf asset management sas | 117.91K | 0.08% | 117.91K | $2.01M |
| Virtu financial | 111.45K | 0.11% | 111.45K | $1.90M |
| Quantessence capital | 52.02K | 0.28% | 52.02K | $886.49K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -6.00 |
| Comerica bank | -13.00 |
| Fortis group advisors | -20.00 |
| Pnc financial services group | -27.00 |
| Parallel advisors | -31.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 64 | -46.67% | 13,000,947 | -43.21% | 43 | 0.75% | 36 | -35.71% | 15 | -63.41% |
| Jun 30, 2025 | 126 | 7.69% | 23,382,096 | 7.12% | 77 | 1.45% | 57 | - | 44 | 25.71% |
| Mar 31, 2025 | 119 | 2.59% | 22,458,624 | 1.63% | 75 | 1.38% | 57 | 11.76% | 36 | 2.86% |
| Dec 31, 2024 | 41 | -63.72% | 6,732,916 | -68.07% | 22 | 0.45% | 15 | -74.58% | 10 | -68.75% |
| Sep 30, 2024 | 112 | -1.75% | 21,084,251 | 1.00% | 70 | 1.45% | 59 | -4.84% | 32 | - |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Strategic Advisers U.S. Total Stock | 944.72K | 3.12% | 37.22K |
| First Eagle US Small Cap Strategy | 870.56K | 2.89% | -2.94K |
| First Eagle Small Cap Opportunity I | 863.36K | 2.85% | -7.20K |
| Vanguard US Total Market Shares ETF | 832.67K | 2.79% | - |
| Vanguard Total Stock Mkt Idx Inv | 814.61K | 2.69% | -18.06K |
| Heartland Value Investor | 650.00K | 2.15% | - |
| iShares Russell 2000 ETF | 630.12K | 2.08% | - |
| Strategic Advisers U.S. Total Stock{mg} | 619.09K | 2.07% | 98.23K |
| Strategic Advisers Small-Mid Cap | 572.47K | 1.91% | 143.08K |
| Avantis US Small Cap Value ETF | 411.23K | 1.36% | 2.78K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 28, 2025 | Nierenberg David | - | Buy | $207.50K |
| Jan 07, 2025 | Nierenberg David | - | Buy | $69.22K |
| Jan 07, 2025 | Nierenberg David | - | Buy | $924.00 |
| Dec 18, 2024 | Nierenberg David | - | Buy | $14.95K |
| Dec 18, 2024 | Nierenberg David | - | Buy | $29.42K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | - |
| 2025 Q1 | 3 | - |
| 2024 Q4 | 2 | - |
| 2024 Q3 | 9 | - |
| 2024 Q2 | 4 | - |
PBPB Ownership FAQ
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