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Portillo's Inc (PTLO)

CUSIP: 73642K106 | NYSE | Consumer Cyclical · Restaurants | Small Cap | 523 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AOrbis Investment Management LTD
with Allan Gray Australia Pty Ltd
4,115,8015.7%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AOrbis Investment Management LTD4,115,801
5.7% of class · Jun 30, 2026New 5%+ stake
with Allan Gray Australia Pty Ltd
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP777,319
0.0% of portfolio›$2.7M
Chicago Partners Investment Group LLC265,308
0.0% of portfolio›$1.1M
Imc-Chicago, LLC245,120
0.0% of portfolio›$865.3K
Bank of New York Mellon Corp206,156
0.0% of portfolio›$727.7K
Lakewood Asset Management LLC108,552
0.2% of portfolio›$383.2K
4Wealth Advisors, Inc.70,300
0.2% of portfolio›$249.6K
Creative Planning42,167
0.0% of portfolio›$148.9K
Fifth Third Bancorp40,042
0.0% of portfolio›$141.3K
Atria Investments, Inc39,897
0.0% of portfolio›$140.8K
CenterStar Asset Management, LLC34,000
0.0% of portfolio›$120.2K
Wealth Enhancement Advisory Services, LLC28,888
0.0% of portfolio›$112.7K
Simplex Trading, LLC23,802
0.0% of portfolio›$84.0K
Indivisible Partners20,000
0.0% of portfolio›$70.6K
Kestra Advisory Services, LLC19,188
0.0% of portfolio›$67.7K
Nfsg Corp12,800
0.0% of portfolio›$45.2K
First National Bank Sioux Falls10,000
0.0% of portfolio›$35.3K
American Capital Advisory, LLC8,000
0.0% of portfolio›$28.2K
Citigroup Inc7,765
0.0% of portfolio›$27.4K
Lanark Financial, Inc.3,300
0.0% of portfolio›$11.6K
Harbor Capital Advisors, Inc.2,887
0.0% of portfolio›$10
Daytona Street Capital LLC2,200
0.0% of portfolio›$7.8K
Spire Wealth Management2,000
0.0% of portfolio›$7.1K
Farther Finance Advisors, LLC1,721
0.0% of portfolio›$6.1K
Sterling Capital Management LLC1,327
0.0% of portfolio›$4.7K
Gamma Investing LLC1,055
0.0% of portfolio›$3.7K
West Paces Advisors Inc.1,000
0.0% of portfolio›$3.5K
IFP Advisors, Inc995
0.0% of portfolio›$3.5K
Essential Partners LLC837
0.0% of portfolio›$3.0K
EverSource Wealth Advisors, LLC753
0.0% of portfolio›$2.7K
Tsfg, LLC702
0.0% of portfolio›$2
Wolff Wiese Magana LLC541
0.0% of portfolio›$1.9K
Fortitude Family Office, LLC517
0.0% of portfolio›$1.8K
Center for Financial Planning, Inc.382
0.0% of portfolio›$1.3K
North Star Investment Management Corp.340
0.0% of portfolio›$1.2K
Sfam, LLC300
0.0% of portfolio›$1.1K
James T. Borello RIA294
0.0% of portfolio›$1.0K
Cornerstone National Bank & Trust Co246
0.0% of portfolio›$868
Dhjj Financial Advisors, Ltd.215
0.0% of portfolio›$759
True Wealth Design, LLC211
0.0% of portfolio›$745
SJS Investment Consulting Inc.195
0.0% of portfolio›$689
Key Capital Management, Inc175
0.0% of portfolio›$618
Caitong International Asset Management Co., Ltd151
0.0% of portfolio›$533
Provenance Wealth Advisors, LLC123
0.0% of portfolio›$434
Entrust Financial LLC105
0.0% of portfolio›$371
Creative Financial Designs Inc100
0.0% of portfolio›$353
Latitude Advisors, LLC100
0.0% of portfolio›$353
Holos Integrated Wealth LLC66
0.0% of portfolio›$306
Covestor Ltd50
0.0% of portfolio›$0
Plante Moran Financial Advisors, LLC50
0.0% of portfolio›$177
Signaturefd, LLC41
0.0% of portfolio›$145
Parallel Advisors, LLC30
0.0% of portfolio›$106
Root Financial Partners, LLC20
0.0% of portfolio›$71
SBI Securities Co., Ltd.8
0.0% of portfolio›$28
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
777,319$2.7M0.0%IndexLowAustin, TX2026-11-04
Chicago Partners Investment Group LLC
265,308$1.1M0.0%GARPLowChicago, IL2026-10-27
Imc-Chicago, LLC
245,120$865.3K0.0%GARPVery HighChicago, IL2026-11-05
Bank of New York Mellon Corp
206,156$727.7K0.0%CoreLowNew York, NY2026-11-05
Lakewood Asset Management LLC
108,552$383.2K0.2%ValueLowNaperville, IL2026-10-26
4Wealth Advisors, Inc.
70,300$249.6K0.2%ETFMediumBurr Ridge, IL2026-10-13
Creative Planning
42,167$148.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Fifth Third Bancorp
40,042$141.3K0.0%IndexVery LowCincinnati, OH2026-11-05
Atria Investments, Inc
39,897$140.8K0.0%CoreMediumCharlotte, NC2026-10-15
CenterStar Asset Management, LLC
34,000$120.2K0.0%Agg GrowthVery HighChicago, IL2026-10-09
Wealth Enhancement Advisory Services, LLC
28,888$112.7K0.0%CoreLowPlymouth, MN2026-10-13
Simplex Trading, LLC
23,802$84.0K0.0%CoreVery HighChicago, IL2026-11-04
Indivisible Partners
20,000$70.6K0.0%GrowthMediumClearwater, FL2026-10-26
Kestra Advisory Services, LLC
19,188$67.7K0.0%CoreLowAustin, TX2026-11-02
Nfsg Corp
12,800$45.2K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
First National Bank Sioux Falls
10,000$35.3K0.0%ETFVery LowSioux Falls, SD2026-10-13
American Capital Advisory, LLC
8,000$28.2K0.0%ETFLowKetchum, ID2026-10-28
Citigroup Inc
7,765$27.4K0.0%CoreMediumNew York, NY2026-11-04
Lanark Financial, Inc.
3,300$11.6K0.0%CoreMediumBirmingham, AL2026-10-26
Harbor Capital Advisors, Inc.
2,887$100.0%ValueHighChicago, IL2026-10-22
Daytona Street Capital LLC
2,200$7.8K0.0%Deep ValueMediumSaint Louis, MO2026-10-15
Spire Wealth Management
2,000$7.1K0.0%GrowthMediumMclean, VA2026-10-30
Farther Finance Advisors, LLC
1,721$6.1K0.0%IndexLowSan Francisco, CA2026-10-08
Sterling Capital Management LLC
1,327$4.7K0.0%GARPMediumCharlotte, NC2026-10-22
Gamma Investing LLC
1,055$3.7K0.0%IndexVery LowFoster City, CA2026-10-08
West Paces Advisors Inc.
1,000$3.5K0.0%ETFLowAtlanta, GA2026-10-13
IFP Advisors, Inc
995$3.5K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
837$3.0K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
753$2.7K0.0%CoreMediumBirmingham, AL2026-11-04
Tsfg, LLC
702$20.0%ETFLowLake Forest, IL2026-10-23
Wolff Wiese Magana LLC
541$1.9K0.0%GrowthLowCarslbad, CA2026-10-15
Fortitude Family Office, LLC
517$1.8K0.0%ETFMediumScottsdale, AZ2026-10-14
Center for Financial Planning, Inc.
382$1.3K0.0%ETFLowSouthfied, MI2026-10-26
North Star Investment Management Corp.
340$1.2K0.0%CoreLowChicago, IL2026-10-27
Sfam, LLC
300$1.1K0.0%ETFVery LowElmhurst, IL2026-11-03
James T. Borello RIA
294$1.0K0.0%ETFVery LowEast Dundee, IL2026-10-16
Cornerstone National Bank & Trust Co
246$8680.0%ETFMediumPalatine, IL2026-10-20
Dhjj Financial Advisors, Ltd.
215$7590.0%ETFVery LowNaperville, IL2026-10-23
True Wealth Design, LLC
211$7450.0%ETFMediumAkron, OH2026-10-13
SJS Investment Consulting Inc.
195$6890.0%ETFVery LowSylvania, OH2026-10-26
Key Capital Management, Inc
175$6180.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Caitong International Asset Management Co., Ltd
151$5330.0%GrowthVery HighHong Kong, South Korea2026-10-29
Provenance Wealth Advisors, LLC
123$4340.0%ETFLowFort Lauderdale, FL2026-10-30
Entrust Financial LLC
105$3710.0%ETFLowWayne, PA2026-11-04
Creative Financial Designs Inc
100$3530.0%ETFMediumKokomo, IN2026-11-04
Latitude Advisors, LLC
100$3530.0%ETFLowYorkville, IL2026-10-27
Holos Integrated Wealth LLC
66$3060.0%ETFLowKennett Square, PA2026-10-23
Covestor Ltd
50$00.0%ValueHighLondon, United Kingdom2026-10-30
Plante Moran Financial Advisors, LLC
50$1770.0%ETFVery LowSouthfield, MI2026-11-04
Signaturefd, LLC
41$1450.0%IndexLowAtlanta, GA2026-10-23
Parallel Advisors, LLC
30$1060.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
20$710.0%ETFMediumEncinitas, CA2026-10-21
SBI Securities Co., Ltd.
8$280.0%Agg GrowthLowTokyo, Mexico2026-10-22