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 |
|---|---|---|---|---|---|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
253
shares
|
$1,211
0.0% of portfolio
|
Q2 2023
Added 23.41%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
215
shares
|
$1,029
0.0% of portfolio
|
Q4 2024
Reduced 12.24%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
206
shares
|
$986
0.01% of portfolio
|
Q3 2022
Added 3.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
197
shares
|
$943
0.0% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
170
shares
|
$814
0.0% of portfolio
|
Q3 2025
Reduced 23.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
147
shares
|
$704
0.0% of portfolio
|
Q3 2024
Reduced 88.67%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
111
shares
|
$531
0.0% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
100
shares
|
$479
0.0% of portfolio
|
Q3 2025
Reduced 91.33%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
100
shares
|
$479
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
96
shares
|
$459
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
84
shares
|
$402
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
80
shares
|
$383
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
66
shares
|
$316
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
50
shares
|
$239
0.0% of portfolio
|
Q1 2022
Reduced 97.5%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 29, 2025 Q3 2025 |
50
shares
|
$239
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
45
shares
|
$215
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
41
shares
|
$196
0.0% of portfolio
|
Q2 2025
Reduced 96.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
41
shares
|
$196
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
20
shares
|
$95
0.0% of portfolio
|
Q2 2024
Reduced 95.24%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
12
shares
|
$57
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
9
shares
|
$43
0.0% of portfolio
|
Q2 2025
Reduced 10.0%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
6
shares
|
$28
0.0% of portfolio
|
Q3 2025
Reduced 99.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
4
shares
|
$19
0.0% of portfolio
|
Q3 2025
Reduced 97.66%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
4
shares
|
$19
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|