Portillo's Ownership | Who Owns Portillo's?
Portillo's Ownership Summary
Portillo's is owned by 36.50% institutional investors, 6.71% insiders, and 56.79% retail investors. Orbis allan gray is the largest institutional shareholder, holding 10.12% of PTLO shares. AB Small Cap Growth A is the top mutual fund, with 3.94% of its assets in Portillo's shares.
PTLO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Portillo's | 36.50% | 6.71% | 56.79% |
| Sector | Consumer Cyclical Stocks | 42.53% | 14.10% | 43.38% |
| Industry | Restaurants Stocks | 49.56% | 11.47% | 38.97% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Orbis allan gray | 6.84M | 10.12% | $44.12M |
| Alliancebernstein | 5.55M | 8.21% | $35.80M |
| Vanguard group | 5.20M | 7.69% | $33.52M |
| Engaged capital | 5.07M | 7.50% | $32.70M |
| Blackrock | 4.12M | 7.17% | $40.04M |
| Blackrock funding, inc. /de | 4.64M | 6.86% | $29.90M |
| Dimensional fund advisors lp | 2.13M | 3.15% | $13.75M |
| Ameriprise financial | 1.97M | 2.92% | $12.71B |
| Zuckerman investment group | 1.85M | 2.74% | $11.93M |
| Geode capital management | 1.55M | 2.30% | $10.01M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Berkshire partners | 1.05M | 100.00% | $6.74M |
| Engaged capital | 5.07M | 8.02% | $32.70M |
| Zuckerman investment group | 1.85M | 1.10% | $11.93M |
| Millrace asset group | 93.38K | 0.88% | $908.00K |
| Cooper investors pty | 311.57K | 0.55% | $2.01M |
| Lakewood asset management | 137.06K | 0.53% | $884.07K |
| 4wealth advisors | 84.87K | 0.49% | $547.40K |
| Miller financial services | 53.38K | 0.40% | $344.27K |
| Blueshift asset management | 197.59K | 0.39% | $1.27M |
| Centerstar asset management | 165.00K | 0.23% | $1.07M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 4.12M | 0.00% | 693.32K |
| Cubist systematic strategies | 562.29K | 0.02% | 562.29K |
| Blackrock funding, inc. /de | 4.64M | 0.00% | 510.50K |
| Orbis allan gray | 6.84M | 0.19% | 481.55K |
| Bridgeway capital management | 404.53K | 0.06% | 404.53K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Woodline partners lp | - | - | -2.53M |
| Fred alger management | - | - | -1.86M |
| Ameriprise financial | 1.97M | 0.00% | -1.59M |
| Millennium management | - | - | -1.52M |
| Emerald advisers | 2.58K | 0.00% | -1.29M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bridgeway capital management | 404.53K | 0.06% | 404.53K | $2.61M |
| Empowered funds | 204.53K | 0.01% | 204.53K | $1.32M |
| Blueshift asset management | 197.59K | 0.39% | 197.59K | $1.27M |
| Janney montgomery scott | 131.75K | 0.00% | 131.75K | $850.00K |
| Southeast asset advisors | 130.25K | 0.09% | 130.25K | $840.11K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 110 | -45.00% | 24,669,832 | -57.95% | 36 | 0.48% | 60 | -41.18% | 31 | -40.38% |
| Jun 30, 2025 | 209 | 2.45% | 68,403,809 | 8.82% | 101 | 1.04% | 104 | -5.45% | 55 | 22.22% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| AB Small Cap Growth A | 2.84M | 3.94% | -87.44K |
| Columbia Acorn Inst | 2.12M | 2.95% | 129.12K |
| Vanguard Total Stock Mkt Idx Inv | 1.82M | 2.53% | -40.41K |
| Orbis SICAV Global Bal Instl Inv | 1.35M | 2.12% | - |
| Vanguard Small Cap Index | 1.48M | 2.05% | -9.92K |
| 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 | 1.35M | 1.87% | - |
| Alger Small Cap Focus I | 1.34M | 1.86% | - |
| Alger Small Cap Focus Composite | 1.34M | 1.86% | - |
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 Q4 | - | - |
| 2025 Q3 | 5 | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | - | - |
PTLO Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools