Portillo's Ownership | Who Owns Portillo's?
Portillo's Ownership Summary
Portillo's is owned by 37.05% institutional investors, 6.95% insiders, and 56.00% 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 3.53% of its assets in Portillo's shares.
PTLO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Portillo's | 37.05% | 6.95% | 56.00% |
| Sector | Consumer Cyclical Stocks | 33.14% | 14.20% | 52.66% |
| Industry | Restaurants Stocks | 35.64% | 11.34% | 53.03% |
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 |
| Engaged capital | 5.07M | 7.50% | $32.70M |
| Blackrock | 4.12M | 7.17% | $40.04M |
| Blackrock funding, inc. /de | 5.04M | 7.01% | $22.89M |
| Vanguard group | 3.98M | 5.54% | $18.09M |
| Goldman sachs group | 2.73M | 3.79% | $12.37M |
| Ameriprise financial | 1.97M | 2.92% | $12.71B |
| Zuckerman investment group | 1.85M | 2.74% | $11.93M |
| Geode capital management | 1.68M | 2.33% | $7.61M |
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 |
| Lakewood asset management | 135.50K | 0.36% | $615.16K |
| 4wealth advisors | 85.23K | 0.33% | $386.94K |
| Centerstar asset management | 180.00K | 0.23% | $818.10K |
| Orbis allan gray | 6.84M | 0.19% | $44.12M |
| Miller financial services | 34.77K | 0.19% | $157.88K |
| Southeast asset advisors | 130.25K | 0.09% | $840.11K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Goldman sachs group | 2.73M | 0.00% | 1.65M |
| Jane street group | 1.13M | 0.00% | 968.65K |
| Blackrock | 4.12M | 0.00% | 693.32K |
| Renaissance | 1.20M | 0.01% | 688.80K |
| Cubist systematic strategies | 562.29K | 0.02% | 562.29K |
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 |
| Vanguard group | 3.98M | 0.00% | -1.21M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bridgeway capital management | 404.53K | 0.06% | 404.53K | $2.61M |
| Southeast asset advisors | 130.25K | 0.09% | 130.25K | $840.11K |
| Caption management | 100.00K | 0.01% | 100.00K | $645.00K |
| Millrace asset group | 93.38K | 0.88% | 93.38K | $908.00K |
| Skopos labs | 60.15K | 0.01% | 60.15K | $279.69K |
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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 137 | -31.16% | 26,641,121 | -54.52% | 37 | 0.49% | 70 | -34.58% | 36 | -30.77% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| AB Small Cap Growth A | 2.54M | 3.53% | -54.30K |
| Orbis SICAV Global Bal Instl Inv | 2.24M | 3.11% | 138.67K |
| Vanguard Total Stock Mkt Idx Inv | 2.15M | 2.98% | 114.80K |
| Columbia Acorn Inst | 2.12M | 2.95% | 129.12K |
| iShares Russell 2000 ETF | 1.63M | 2.26% | 1.19M |
| Vanguard Small Cap Index | 1.48M | 2.05% | -9.92K |
| Franklin Small Cap Growth SMA | 1.27M | 1.98% | 1.27M |
| Alger Small Cap Focus Composite | 1.34M | 1.86% | - |
| Alger Small Cap Focus I | 1.34M | 1.86% | - |
| Janus Henderson US Small Cap Growth | 1.16M | 1.82% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 13, 2026 | LEE EUGENE I JR | - | Buy | $1.48M |
| Aug 11, 2025 | Osanloo Michael | President & CEO | Buy | $16.00K |
| Aug 08, 2025 | Osanloo Michael | President & CEO | Buy | $83.99K |
| Aug 07, 2025 | LEE EUGENE I JR | - | Buy | $1.00M |
| Aug 07, 2025 | Hook Michelle Greig | CFO & Treasurer | Buy | $306.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 5 | - |
| 2025 Q2 | - | 2 |
| 2025 Q1 | 1 | - |
PTLO Ownership FAQ
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