Portillo's Ownership | Who Owns Portillo's?
Portillo's Ownership Summary
Portillo's is owned by 99.33% institutional investors, 6.80% insiders. Engaged capital is the largest institutional shareholder, holding 9.88% of PTLO shares. AB Small Cap Growth A is the top mutual fund, with 4.58% of its assets in Portillo's shares.
PTLO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Portillo's | 99.33% | 6.80% | -6.13% |
| Sector | Consumer Cyclical Stocks | 39.80% | 14.40% | 45.80% |
| Industry | Restaurants Stocks | 48.62% | 12.40% | 38.98% |
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 |
| Hodges capital management | 1.65M | 2.67% | $15.54M |
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 |
| Emerald advisers | 1.24M | 0.45% | $11.68M |
| Emerald mutual fund advisers trust | 731.60K | 0.42% | $6.88M |
| Orbis allan gray | 5.74M | 0.29% | $53.95M |
| Centerstar asset management | 60.53K | 0.20% | $568.07M |
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 |
| First eagle investment management | 274.19K | 0.01% | 274.19K | $2.58M |
| Two sigma investments, lp | 194.36K | 0.00% | 194.36K | $1.83M |
| Raymond james financial | 141.55K | 0.00% | 141.55K | $1.33M |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -8.00 |
| True wealth design | -9.00 |
| Mather group, llc. | -10.00 |
| Smartleaf asset management | -14.00 |
| Morton brown family wealth | -25.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2025 | 203 | 0.49% | 63,409,026 | 13.19% | 99 | 1.21% | 109 | 3.81% | 46 | -6.12% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| AB Small Cap Growth A | 2.92M | 4.58% | 45.17K |
| Columbia Acorn Inst | 1.99M | 3.12% | - |
| Vanguard Total Stock Mkt Idx Inv | 1.86M | 2.91% | - |
| Vanguard Small Cap Index | 1.49M | 2.33% | 32.75K |
| Orbis SICAV Global Bal Instl Inv | 1.35M | 2.12% | - |
| Alger Small Cap Focus I | 1.34M | 2.09% | 360.73K |
| Alger Small Cap Focus Composite | 1.34M | 2.09% | 360.73K |
| Franklin Small Cap Growth SMA | 1.27M | 1.98% | 1.27M |
| Franklin US Small Cap Growth Equity | 1.27M | 1.98% | 101.40K |
| iShares Russell 2000 ETF | 1.32M | 1.83% | -25.09K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 08, 2025 | Osanloo Michael | President & CEO | Buy | $83.99K |
| Aug 11, 2025 | Osanloo Michael | President & CEO | Buy | $16.00K |
| Aug 07, 2025 | LEE EUGENE I JR | - | Buy | $1.00M |
| Aug 07, 2025 | Hook Michelle Greig | CFO & Treasurer | Buy | $306.80K |
| Aug 07, 2025 | Kaiser Kelly M | General Counsel and Secretary | Buy | $207.36K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 5 | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 3 |
PTLO Ownership FAQ
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