PORTILLO'S INC-CL A (PTLO) Institutional Ownership Changes & 13F Activity
PORTILLO'S INC-CL A (PTLO). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Engaged Capital, Goldman Sachs Group Inc, Marshall Wace, Llp, Millennium Management Llc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -49,506 | -59.4% | 33,791 | $178.75K | Q1 2026 | Jul 08, 2026 |
| Bank Of America Corp | Buy | +22,744 | +3.3% | 704,602 | $3.73M | Q1 2026 | May 18, 2026 |
| California State Teachers Retirement System | Sell | -496 | -12.1% | 3,612 | $19.11K | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | Buy | +67 | +2.6% | 2,690 | $14.23K | Q1 2026 | May 18, 2026 |
| Engaged Capital | Buy | +1,908,000 | +124.3% | 3,442,990 | $18.21M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -1,738,089 | -63.8% | 987,151 | $5.22M | Q1 2026 | May 15, 2026 |
| Marshall Wace, Llp | Buy | +1,696,560 | — | 1,696,560 | $8.97M | Q1 2026 | May 15, 2026 |
| Millennium Management Llc | Sell | -1,658,410 | -72.7% | 621,416 | $3.29M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Sell | -1,148,027 | -67.5% | 553,100 | $2.93M | Q1 2026 | May 15, 2026 |
| Squarepoint Ops Llc | Sell | -684,773 | -84.9% | 121,318 | $641.77K | Q1 2026 | May 15, 2026 |
| Balyasny Asset Management L.P. | Buy | +604,666 | +229.9% | 867,719 | $4.59M | Q1 2026 | May 15, 2026 |
| Hotchkis & Wiley Capital Management Llc | Buy | +602,140 | — | 602,140 | $3.19M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -481,887 | -44.1% | 610,991 | $3.23M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +439,161 | +123.7% | 794,218 | $4.20M | Q1 2026 | May 15, 2026 |
| Nomura Holdings Inc | Buy | +350,766 | — | 350,766 | $1.86M | Q1 2026 | May 15, 2026 |
| Aqr Capital Management Llc | Buy | +250,111 | +436.3% | 307,433 | $1.63M | Q1 2026 | May 15, 2026 |
| Miller Value Partners | Buy | +129,323 | — | 129,323 | $684.12K | Q1 2026 | May 15, 2026 |
| Victory Capital Management Inc | Buy | +124,357 | — | 124,357 | $657.85K | Q1 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Sell | -111,451 | -2.1% | 5,167,696 | $23.46M | Q1 2026 | May 15, 2026 |
| Zuckerman Investment Group, Llc | Buy | +98,374 | +5.0% | 2,062,124 | $10.91M | Q1 2026 | May 15, 2026 |
| State Street Corp | Buy | +90,032 | +7.5% | 1,287,546 | $6.81M | Q1 2026 | May 15, 2026 |
| Barclays Plc | Sell | -86,531 | -82.7% | 18,120 | $95.85K | Q1 2026 | May 15, 2026 |
| Orbis Allan Gray Ltd | Buy | +73,380 | +1.0% | 7,068,224 | $37.39M | Q1 2026 | May 15, 2026 |
| Bridgeway Capital Management, Llc | Buy | +72,733 | +18.2% | 473,427 | $2.50M | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | Buy | +34,166 | — | 34,166 | $180.74K | Q1 2026 | May 15, 2026 |
| Sig Brokerage, Lp | Sell | -33,773 | -68.3% | 15,664 | $82.86K | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager Lp | Buy | +32,849 | +118.0% | 60,685 | $321.02K | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, Llc | Buy | +25,034 | — | 25,034 | $132.43K | Q1 2026 | May 15, 2026 |
| Ieq Capital, Llc | Buy | +23,128 | — | 23,128 | $122.35K | Q1 2026 | May 15, 2026 |
| Empowered Funds, Llc | Buy | +22,733 | +10.0% | 250,227 | $1.32M | Q1 2026 | May 15, 2026 |
Frequently asked questions about PTLO activity
Which institutional owners are buying PTLO?
Institutional owners buying PTLO include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in PTLO activity?
"Buy" means an investor increased their reported position in PTLO compared to the prior reporting period. This reflects growing exposure to PORTILLO'S INC-CL A (PTLO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in PTLO increasing?
Institutional interest in PTLO can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related PTLO Institutional Insights
- PTLO Overview
- PTLO 13F Institutional Holders
- PTLO Superinvestors
- Consumer Cyclical Sector Institutional Ownership
- Consumer Cyclical Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Consumer Cyclical Stocks By Institutional Investors
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- PTLO Insider Trading & SEC Form 4 Activity
- PTLO Articles
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