Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in PTLO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Orbis Allan Gray Ltd | 7.1M | $37.4M | +1.1% | 9.795% | 0.16% |
| 2 | BlackRock, Inc. | 5.1M | $27.1M | +1.5% | 7.092% | 0.00% |
| 3 | ALLIANCEBERNSTEIN L.P. | 5.2M | $23.5M | -2.1% | 7.161% | 0.01% |
| 4 | Engaged Capital LLC | 3.4M | $18.2M | +124.3% | 4.771% | 6.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.0M | $16.1M | β | 4.212% | 0.00% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.4M | $12.5M | +106.2% | 3.284% | 0.00% |
| 7 | Zuckerman Investment Group, LLC | 2.1M | $10.9M | +5.0% | 2.858% | 1.02% |
| 8 | MARSHALL WACE, LLP | 1.7M | $9.0M | β | 2.351% | 0.01% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.7M | $8.8M | -0.3% | 2.314% | 0.00% |
| 10 | CITADEL ADVISORS LLC | 1.6M | $8.5M | -36.3% | 2.236% | 0.00% |
| 11 | STATE STREET CORP | 1.3M | $6.8M | +7.5% | 1.784% | 0.00% |
| 12 | Select Equity Group, L.P. | 1.2M | $6.1M | +1.2% | 1.598% | 0.03% |
| 13 | BLAIR WILLIAM & CO/IL | 1.1M | $5.9M | +13.0% | 1.542% | 0.02% |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $5.7M | -22.4% | 1.494% | 0.00% |
| 15 | Berkshire Partners LLC | 1.0M | $5.5M | 0.0% | 1.449% | 100.00% |
| 16 | GOLDMAN SACHS GROUP INC | 987K | $5.2M | -71.9% | 1.368% | 0.00% |
| 17 | BALYASNY ASSET MANAGEMENT LLC | 868K | $4.6M | +229.9% | 1.202% | 0.02% |
| 18 | FRANKLIN RESOURCES INC | 839K | $4.4M | -25.0% | 1.163% | 0.00% |
| 19 | BANK OF AMERICA CORP /DE/ | 705K | $3.7M | +3.3% | 0.976% | 0.00% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 631K | $3.3M | -2.0% | 0.874% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 622K | $3.3M | β | 0.862% | 0.00% |
| 22 | MILLENNIUM MANAGEMENT LLC | 621K | $3.3M | -72.7% | 0.861% | 0.00% |
| 23 | MORGAN STANLEY | 611K | $3.2M | -44.1% | 0.847% | 0.00% |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 602K | $3.2M | β | 0.835% | 0.01% |
| 25 | NORTHERN TRUST CORP | 522K | $2.8M | -6.8% | 0.723% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in PTLO β a direct measure of their conviction.
Filings activity in PTLO during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new PTLO position in Q1 2026
Institutions that fully closed their PTLO position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 181 | 3.7% | 87.40% | +6.23 pp | $280M | +7.7% |
| Q4 2025 | 188 | +5.0% | 81.17% | 40.57 pp | $260M | 33% |
| Q3 2025 | 179 | 7.7% | 121.74% | 78.25 pp | $390M | 50% |
| Q2 2025 | 194 | +1.0% | 199.99% | +0.00 pp | $786M | +3.7% |
| Q1 2025 | 192 | +4.9% | 199.99% | +35.63 pp | $758M | +44% |
| Q4 2024 | 183 | +5.8% | 164.36% | 35.63 pp | $527M | 28% |
| Q3 2024 | 173 | 1.1% | 199.99% | +49.04 pp | $732M | +51% |
| Q2 2024 | 175 | β | 150.95% | β | $484M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying PTLO stock.
Based on Q1 2026 13F filings, institutional ownership of Portillo's Inc. stands at 87.4%, held across 181 reporting institutions.
Orbis Allan Gray Ltd is the largest reported institutional holder of PTLO, with approximately 7,068,224 shares worth $0.04B as of Q1 2026.
Yes β 3 widely-followed marquee investors appear among the top 25 institutional holders of PTLO, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for PTLO is 66 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
37 institutions opened new positions in PTLO during Q1 2026, while 44 fully exited. 104 added to existing positions and 37 trimmed.
PTLO institutional ownership rose by 6.23 percentage points quarter-over-quarter, with a net change of -7 holders.
The top 10 institutions account for 61.4% of all reported 13F value in PTLO, and the top 25 account for 85.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Portillo's Inc. (PTLO) Institutional Ownership