Portillo's Ownership | Who Owns Portillo's?

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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 3.98% 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	39.72%	14.50%	45.78%
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
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
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

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
Mather group, llc.	-10.00
Morton brown family wealth	-25.00
Impact partnership wealth	-38.00
Uncommon cents investing	-40.00

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	2.54M	3.98%	-
Vanguard Total Stock Mkt Idx Inv	1.86M	2.90%	110.80K
Columbia Acorn Inst	1.86M	2.90%	-
Vanguard Small Cap Index	1.45M	2.26%	15.98K
iShares Russell 2000 ETF	1.41M	2.20%	690.00
Orbis SICAV Global Bal Instl Inv	1.35M	2.12%	277.68K
Franklin Small Cap Growth Adv	1.17M	1.82%	-
Franklin US Small Cap Growth Equity	1.17M	1.82%	-9.69K
Janus Henderson US Small Cap Growth	1.16M	1.82%	1.16M
Janus Henderson Venture D	1.16M	1.82%	572.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 19, 2025	Berkshire Partners LLC		Sell	$7.22M
May 19, 2025	Berkshire Partners LLC		Sell	$33.14M
Mar 13, 2025	Hartung Jack	-	Buy	$929.45K
Aug 15, 2024	Scarpino Nicholas Anthony	Chief Marketing Officer	Sell	$860.58K
Aug 15, 2024	Scarpino Nicholas Anthony	Chief Marketing Officer	Sell	$57.62K

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	-	2
2025 Q1	1	-
2024 Q4	-	-
2024 Q3	-	3
2024 Q2	-	-

PTLO Ownership FAQ

Who Owns Portillo's?

Portillo's shareholders are primarily institutional investors at 99.33%, followed by 6.80% insiders and -6.13% retail investors. The average institutional ownership in Portillo's's industry, Restaurants Stocks , is 48.62%, which Portillo's exceeds.

Who owns the most shares of Portillo's?

Portillo's’s largest shareholders are Engaged capital (6.11M shares, 9.88%), Orbis allan gray (5.74M shares, 9.27%), and Vanguard group (5.57M shares, 9.00%). Together, they hold 28.14% of Portillo's’s total shares outstanding.

Does Blackrock own Portillo's?

Yes, BlackRock owns 7.17% of Portillo's, totaling 4.12M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 40.04M$. In the last quarter, BlackRock increased its holdings by 693.32K shares, a 20.24% change.

Who is Portillo's’s biggest shareholder by percentage of total assets invested?

Berkshire partners is Portillo's’s biggest shareholder by percentage of total assets invested, with 100.00% of its assets in 3.76M Portillo's shares, valued at 35.3M$.

Who is the top mutual fund holder of Portillo's shares?

AB Small Cap Growth A is the top mutual fund holder of Portillo's shares, with 3.98% of its total shares outstanding invested in 2.54M Portillo's shares.

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