Portillo's Ownership | Who Owns Portillo's?
Portillo's Ownership Summary
Portillo's is owned by 12.86% institutional investors, 7.71% insiders, and 79.43% retail investors. Orbis allan gray is the largest institutional shareholder, holding 10.27% of PTLO shares. Orbis SICAV Global Bal Instl Inv is the top mutual fund, with 3.42% of its assets in Portillo's shares.
PTLO Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Portillo's | 12.86% | 7.71% | 79.43% |
| Sector | Consumer Cyclical Stocks | 249.36% | 15.37% | -164.73% |
| Industry | Restaurants Stocks | 43.23% | 12.62% | 44.15% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Orbis allan gray | 7.07M | 10.27% | $37.39M |
| Alliancebernstein | 5.17M | 7.51% | $23.46M |
| Blackrock funding, inc. /de | 5.12M | 7.44% | $27.07M |
| Blackrock | 4.12M | 7.17% | $40.04M |
| Vanguard group | 3.98M | 5.54% | $18.09M |
| Engaged capital | 3.44M | 5.00% | $18.21M |
| Zuckerman investment group | 2.06M | 3.00% | $10.91M |
| Marshall wace, llp | 1.70M | 2.47% | $8.97M |
| Geode capital management | 1.67M | 2.43% | $8.84M |
| State street | 1.29M | 1.87% | $6.81M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Berkshire partners | 1.05M | 100.00% | $5.53M |
| Engaged capital | 3.44M | 6.00% | $18.21M |
| Zuckerman investment group | 2.06M | 1.02% | $10.91M |
| Millrace asset group | 93.38K | 0.88% | $908.00K |
| 4wealth advisors | 82.53K | 0.37% | $433.26K |
| Lakewood asset management | 104.66K | 0.35% | $553.64K |
| Southeast asset advisors | 416.25K | 0.24% | $2.20M |
| Miller value partners | 129.32K | 0.18% | $684.12K |
| Miller financial services | 27.77K | 0.16% | $146.93K |
| Orbis allan gray | 7.07M | 0.16% | $37.39M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Engaged capital | 3.44M | 6.00% | 1.91M |
| Marshall wace, llp | 1.70M | 0.01% | 1.70M |
| Blackrock | 4.12M | 0.00% | 693.32K |
| Balyasny asset management | 867.72K | 0.01% | 604.67K |
| Hotchkis & wiley capital management | 602.14K | 0.01% | 602.14K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Woodline partners lp | - | - | -2.53M |
| Fred alger management | - | - | -1.86M |
| Goldman sachs group | 987.15K | 0.00% | -1.74M |
| Millennium management | 621.42K | 0.00% | -1.66M |
| Vanguard group | 3.98M | 0.00% | -1.21M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 1.70M | 0.01% | 1.70M | $8.97M |
| Hotchkis & wiley capital management | 602.14K | 0.01% | 602.14K | $3.19M |
| Vanguard fiduciary trust | 471.32K | 0.00% | 471.32K | $2.49M |
| Nomura | 350.77K | 0.00% | 350.77K | $1.86M |
| Gsa capital partners llp | 211.56K | 0.07% | 211.56K | $1.12M |
Sold Out
| Holder | Change |
|---|---|
| Dunhill financial | -1.00 |
| Nbt bank n a /ny | -5.00 |
| Nelson, van denburg & campbell wealth management group | -8.00 |
| Mather group, llc. | -10.00 |
| Smartleaf asset management | -14.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 82 | -59.41% | 8,850,575 | -83.77% | 12 | 0.22% | 31 | -71.82% | 23 | -56.60% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Orbis SICAV Global Bal Instl Inv | 2.47M | 3.42% | 221.30K |
| AB Small Cap Growth A | 2.29M | 3.17% | -65.59K |
| Vanguard Total Stock Mkt Idx Inv | 2.15M | 2.98% | - |
| Columbia Acorn Inst | 2.12M | 2.95% | 129.12K |
| iShares Russell 2000 ETF | 1.60M | 2.21% | 13.49K |
| Vanguard Small Cap Index | 1.48M | 2.05% | -9.92K |
| 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% | - |
| Janus Henderson Venture D | 1.16M | 1.62% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 11, 2026 | LEE EUGENE I JR | - | Buy | $300.31K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 1 | - |
| 2025 Q4 | - | - |
| 2025 Q3 | 5 | - |
| 2025 Q2 | - | 2 |
PTLO Ownership FAQ
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