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Portillo's (PTLO) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Portillo's (NASDAQ:PTLO)

Current
Institutional Ownership
Percentage
98.34%
Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$109.47M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$10.17M
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PTLO Institutional Buying and Selling by Quarter

Portillo's Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/10/2024Vanguard Group Inc.5,402,242$76.60M0.0%+14.9%7.403%
5/9/2024 Blair William & Co. IL2,135,768$30.29M0.1%-14.5%2.927%
5/8/2024 Entropy Technologies LP13,274$188K0.0%N/A0.018%
5/7/2024 Swiss National Bank108,400$1.54M0.0%+17.4%0.149%
5/7/2024 Mesirow Institutional Investment Management Inc.28,850$409K0.0%N/A0.040%
5/3/2024 GSA Capital Partners LLP35,551$504K0.0%-6.9%0.049%
5/1/2024 Wakefield Asset Management LLLP66,460$942K0.3%N/A0.091%
5/1/2024 Capstone Investment Advisors LLC12,569$178K0.0%-74.2%0.017%
5/1/2024 Mirae Asset Global Investments Co. Ltd.14,224$202K0.0%-28.0%0.019%
4/29/2024 Principal Financial Group Inc.1,572,648$22.30M0.0%+22.3%2.155%
4/29/2024 Benjamin F. Edwards & Company Inc.3,812$54K0.0%+241.0%0.005%
4/26/2024 Mesirow Financial Investment Management Inc.21,037$298K0.0%+16.6%0.029%
4/24/2024 Newbridge Financial Services Group Inc.9,850$140K0.1%-23.3%0.013%
4/23/2024 Rice Hall James & Associates LLC146,233$2.07M0.1%N/A0.200%
4/23/2024 Fifth Third Bancorp3,420$48K0.0%-36.9%0.005%
4/22/2024 Lakewood Asset Management LLC112,121$1.59M1.1%+120.5%0.154%
4/19/2024 Mesirow Financial Investment Management Inc.13,874$197K1.0%-23.1%0.019%
4/18/2024 Wolff Wiese Magana LLC34,333$487K0.4%+16.4%0.047%
4/17/2024 WoodTrust Financial Corp40,400$573K0.1%+31.4%0.055%
3/28/2024 Newbridge Financial Services Group Inc.12,850$205K0.1%-9.8%0.018%
3/26/2024HighPoint Advisor Group LLC28,201$449K0.0%N/A0.039%
2/15/2024Granahan Investment Management LLC1,324,465$21.10M0.7%+33.8%2.389%
2/14/2024Sirios Capital Management L P469,229$7.48M1.5%+4.6%0.846%
2/13/2024Armistice Capital LLC93,000$1.48M0.0%N/A0.168%
2/9/2024 Assetmark Inc.3,222$51K0.0%+28.6%0.006%
2/9/2024 Quest Partners LLC35,413$564K0.1%N/A0.064%
2/9/2024Trexquant Investment LP51,701$824K0.0%-29.2%0.093%
2/9/2024Dynamic Technology Lab Private Ltd69,012$1.10M0.1%N/A0.124%
2/7/2024 Principal Financial Group Inc.1,286,030$20.49M0.0%-0.1%2.320%
2/6/2024 Charles Schwab Investment Management Inc.378,116$6.02M0.0%+4.3%0.682%
2/6/2024 Swiss National Bank92,300$1.47M0.0%-10.1%0.166%
2/6/2024Y.D. More Investments Ltd6,250$100K0.0%+31.6%0.011%
2/5/2024 Victory Capital Management Inc.21,510$343K0.0%+56.7%0.039%
2/2/2024 Headlands Technologies LLC4,446$71K0.0%N/A0.008%
2/1/2024 New York State Common Retirement Fund65,028$1.04M0.0%+8.5%0.117%
1/31/2024 Kornitzer Capital Management Inc. KS627,555$10.00M0.2%+2.2%1.132%
1/30/2024 Zurcher Kantonalbank Zurich Cantonalbank8,736$139K0.0%-18.1%0.016%
1/24/2024 International Assets Investment Management LLC1,593$25K0.0%+1,493.0%0.003%
1/24/2024 Total Clarity Wealth Management Inc.17,193$274K0.1%N/A0.031%
1/23/2024 WoodTrust Financial Corp30,750$490K0.1%-38.0%0.055%
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1/22/2024 Perfromance Wealth Partners LLC11,900$190K0.0%N/A0.021%
1/18/2024 TFB Advisors LLC24,000$382K0.2%-3.6%0.043%
1/16/2024 Raymond James Financial Services Advisors Inc.36,235$577K0.0%-13.1%0.065%
1/16/2024 Wolff Wiese Magana LLC29,493$470K0.4%-33.3%0.053%
1/12/2024 Yarbrough Capital LLC10,770$172K0.0%-33.3%0.019%
1/11/2024 Lakewood Asset Management LLC50,839$810K0.6%+80.7%0.092%
1/11/2024 Mesirow Financial Investment Management Inc.18,036$266K1.0%+15.7%0.033%
12/18/2023Vanguard Group Inc.4,523,034$69.61M0.0%+1.3%8.158%
12/6/2023Citigroup Inc.9,919$153K0.0%-62.1%0.018%
11/15/2023 GSA Capital Partners LLP87,334$1.34M0.1%+117.0%0.158%
11/14/2023Teza Capital Management LLC11,402$175K0.0%N/A0.021%
11/14/2023Qube Research & Technologies Ltd125,678$1.93M0.0%+115.5%0.227%
11/14/2023Trexquant Investment LP73,056$1.12M0.0%+28.3%0.132%
11/13/2023Dark Forest Capital Management LP67,049$1.03M0.1%N/A0.121%
11/13/2023 TFB Advisors LLC24,900$383K0.5%N/A0.045%
11/13/2023Aigen Investment Management LP11,077$170K0.0%-53.3%0.020%
11/13/2023Kestra Advisory Services LLC10,747$165K0.0%N/A0.019%
11/13/2023 DekaBank Deutsche Girozentrale3,171$49K0.0%N/A0.006%
11/9/2023 Blair William & Co. IL2,495,995$38.41M0.1%+10.7%4.530%
11/8/2023 State Board of Administration of Florida Retirement System12,940$199K0.0%+7.3%0.023%
11/8/2023 Charles Schwab Investment Management Inc.362,394$5.58M0.0%+17.5%0.658%
11/8/2023 Landscape Capital Management L.L.C.135,528$2.09M0.3%+121.4%0.246%
11/8/2023 Swiss National Bank102,700$1.58M0.0%+2.4%0.186%
11/7/2023 New York State Common Retirement Fund59,941$922K0.0%+5.6%0.109%
11/7/2023Barclays PLC131,210$2.02M0.0%+6.0%0.238%
11/6/2023 Victory Capital Management Inc.13,726$211K0.0%N/A0.025%
11/6/2023 Mesirow Financial Investment Management Inc.15,584$240K1.0%N/A0.028%
11/4/2023 NBC Securities Inc.2,300$35K0.0%N/A0.004%
11/2/2023 Principal Financial Group Inc.1,287,781$19.82M0.0%-0.9%2.337%
10/31/2023 Kornitzer Capital Management Inc. KS614,230$9.45M0.2%+631.5%1.115%
10/31/2023 Wolff Wiese Magana LLC44,197$680K0.6%+48.6%0.080%
10/30/2023Y.D. More Investments Ltd4,750$73K0.0%N/A0.009%
10/25/2023 Zurcher Kantonalbank Zurich Cantonalbank10,661$164K0.0%+33.7%0.019%
10/24/2023 Bank of New York Mellon Corp163,609$2.52M0.0%+12.2%0.297%
10/24/2023Goodwin Daniel L44,825$690K0.3%N/A0.081%
10/24/2023 Raymond James & Associates12,291$189K0.0%+13.6%0.022%
10/24/2023 Cambridge Investment Research Advisors Inc.35,108$540K0.0%-2.5%0.064%
10/23/2023Commonwealth Equity Services LLC14,802$228K0.0%-9.0%0.027%
10/19/2023 CenterStar Asset Management LLC27,500$423K0.1%+164.4%0.050%
10/19/2023 Aaron Wealth Advisors LLC10,000$154K0.0%N/A0.018%
10/17/2023 Newbridge Financial Services Group Inc.14,250$219K0.1%-9.2%0.026%
10/16/2023 WoodTrust Financial Corp49,600$763K0.1%+10.0%0.090%
10/13/2023 Global Retirement Partners LLC16,345$257K0.0%+12.7%0.030%
10/11/2023 Lakewood Asset Management LLC28,131$433K0.4%+2.5%0.051%
8/25/2023 Yarbrough Capital LLC16,155$364K0.0%+55.0%0.029%
8/21/2023Vestor Capital LLC47,903$1.08M0.1%+2.6%0.087%
8/15/2023Summit Partners Public Asset Management LLC316,776$7.14M0.3%N/A0.575%
8/14/2023Cipher Capital LP14,809$334K0.1%N/A0.027%
8/14/2023Driehaus Capital Management LLC320,311$7.22M0.1%+3.7%0.581%
8/14/2023Silvercrest Asset Management Group LLC488,049$11.00M0.1%+12.1%0.886%
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8/14/2023Granahan Investment Management LLC898,714$20.25M0.6%+31.1%1.631%
8/14/2023Lombard Odier Asset Management USA Corp17,949$404K0.0%+64.8%0.033%
8/14/2023Sirios Capital Management L P373,485$8.42M1.5%-5.8%0.678%
8/14/2023Prelude Capital Management LLC24,068$542K0.0%-8.8%0.044%
8/14/2023Graham Capital Management L.P.57,950$1.31M0.0%-18.6%0.105%
8/11/2023 Landscape Capital Management L.L.C.61,214$1.38M0.2%N/A0.111%
8/11/2023Franklin Resources Inc.1,338,387$30.15M0.0%+30.3%2.433%
8/11/2023Trexquant Investment LP56,952$1.28M0.0%N/A0.104%
8/11/2023ExodusPoint Capital Management LP67,285$1.52M0.0%+267.1%0.122%
8/10/2023Metropolitan Life Insurance Co NY2,351$53K0.0%+39.2%0.004%
(Data available from 1/1/2016 forward)

PTLO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PTLO shares?

During the previous two years, 113 institutional investors and hedge funds held shares of Portillo's. The most heavily invested institutionals were Scissortail Wealth Management LLC ($1.94B), Orbis Allan Gray Ltd ($105.67M), Vanguard Group Inc. ($76.60M), Select Equity Group L.P. ($58.23M), Blair William & Co. IL ($30.29M), Franklin Resources Inc. ($30.15M), and Principal Financial Group Inc. ($22.30M).Learn more on PTLO's institutional investors.

What percentage of Portillo's stock is owned by institutional investors?

98.34% of Portillo's stock is owned by institutional investors. Learn more on PTLO's institutional investor holdings.

Which institutional investors have been buying Portillo's stock?

Of the 105 institutional investors that purchased Portillo's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Blair William & Co. IL ($1.30M), Granahan Investment Management LLC ($1.04M), Vanguard Group Inc. ($758.03K), Kornitzer Capital Management Inc. KS ($627.56K), Emerald Advisers LLC ($612.50K), Principal Financial Group Inc. ($545.53K), and Emerald Mutual Fund Advisers Trust ($483.58K).

How much institutional buying is happening at Portillo's?

Institutional investors have bought a total of 9,408,511 shares in the last 24 months. This purchase volume represents approximately $171.25M in transactions.

Which Portillo's major shareholders have been selling company stock?

Of the 36 institutional investors that sold Portillo's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Select Equity Group L.P. ($1.40M), Perfromance Wealth Partners LLC ($696.21K), Blair William & Co. IL ($408.17K), Franklin Resources Inc. ($175.49K), Vestor Capital LLC ($71.28K), Principal Financial Group Inc. ($56.26K), and Capstone Investment Advisors LLC ($36.21K).

How much institutional selling is happening at Portillo's?

Institutional investors have sold a total of 3,153,148 shares in the last 24 months. This volume of shares sold represents approximately $63.08M in transactions.


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This page (NASDAQ:PTLO) was last updated on 5/11/2024 by MarketBeat.com Staff

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