Institutional Ownership Portillo'S Inc. (PTLO)
This table provides information about the institutional ownership of Portillo'S Inc. (PTLO). We have compiled data on the 216 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $279 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10,105
shares
|
$48,402
0.0% of portfolio
|
Q3 2025
Added 13373.33%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
10,030
shares
|
$48,043
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
9,935
shares
|
$47,588
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
9,600
shares
|
$45,984
0.01% of portfolio
|
Q3 2025
Added 26.32%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,203
shares
|
$44,082
0.0% of portfolio
|
Q3 2025
Added 33.67%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
7,722
shares
|
$36,988
0.0% of portfolio
|
Q3 2025
Reduced 18.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,713
shares
|
$36,945
0.0% of portfolio
|
Q3 2025
Reduced 22.26%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
5,783
shares
|
$27,700
0.0% of portfolio
|
Q3 2025
Reduced 89.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
5,542
shares
|
$26,546
0.0% of portfolio
|
Q2 2024
Added 23.93%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
5,243
shares
|
$25,113
0.0% of portfolio
|
Q3 2025
Added 84.48%
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 04, 2025 Q3 2025 |
4,531
shares
|
$21,703
0.0% of portfolio
|
Q3 2025
Added 176.62%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,093
shares
|
$19,605
0.0% of portfolio
|
Q3 2025
Added 168.57%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
4,056
shares
|
$19,428
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
3,983
shares
|
$19,078
0.0% of portfolio
|
Q2 2024
Added 4.49%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,300
shares
|
$15,807
0.0% of portfolio
|
Q3 2025
Reduced 59.99%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
3,171
shares
|
$15,189
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,757
shares
|
$13,206
0.0% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,750
shares
|
$13,172
0.0% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
2,576
shares
|
$12,339
0.0% of portfolio
|
Q3 2025
Reduced 99.8%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,550
shares
|
$12,214
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
2,532
shares
|
$12,128
0.0% of portfolio
|
Q3 2025
Reduced 58.51%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,073
shares
|
$9,929
0.0% of portfolio
|
Q3 2025
Reduced 74.52%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
2,000
shares
|
$9,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
2,000
shares
|
$9,580
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,990
shares
|
$9,532
0.01% of portfolio
|
Q2 2022
Added 9.58%
|
|