El Pollo Loco Holdings Inc (LOCO) Ownership

10.62 ↓0.01 (-0.09%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Biglari Capital Corp. is the biggest individual institutional holder of El Pollo Loco Holdings Inc (LOCO), owning a total of 4 million shares. Combined, the top 46 institutional holders of LOCO own 102.09% of the company with a total of 31.2 million shares.

In the latest ownership report on December 31st 2024, the top 46 institutional holders increased their combined ownership of LOCO by 81 thousand shares. 8 institutions bought 764,020 total additional shares and increased their ownership by an average of 53.00%. However 6 institutions sold 682,782 total shares and decreased their ownership by an average of 5.78%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of El Pollo Loco Holdings increased by a net total of 81,238 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Biglari Capital Corp.	13.360%	0.000%	4,000,000	0	2024-12-31
BlackRock Inc	7.816%	-1.000%	2,340,175	-23,625	2024-12-31
Dimensional Fund Advisors, Inc.	7.395%	-0.438%	2,213,934	-9,742	2024-12-31
LSV Asset Management	5.122%	21.075%	1,533,400	266,908	2024-12-31
Fund 1 Investments LLC	4.860%	-30.043%	1,455,102	-624,878	2024-12-31
William Blair Investment Management, LLC	4.698%	2.507%	1,406,454	34,399	2024-12-31
Vanguard Group Inc	4.567%	-0.792%	1,367,364	-10,918	2024-12-31
Goldman Sachs Group Inc	2.322%	9.550%	695,137	60,597	2024-12-31
State Street Corp	2.021%	1.980%	605,175	11,750	2024-12-31
Hotchkis & Wiley Capital Management LLC	1.951%	0.019%	583,960	110	2024-12-31
Geode Capital Management, LLC	1.946%	-2.021%	582,557	-12,019	2024-12-31
BIGLARI, SARDAR	1.634%	0.000%	489,247	0	2024-12-31
Arnhold & S. Bleichroeder Advisers, LLC	1.515%	54.004%	453,422	159,000	2024-12-31
Hillsdale Investment Management Inc.	1.278%	-0.416%	382,696	-1,600	2024-12-31
Renaissance Technologies Corp	1.213%	0.000%	363,000	0	2024-12-31
Bridgeway Capital Management, LLC	1.115%	2.629%	333,855	8,552	2024-12-31
Prudential Financial Inc	0.968%	332.220%	289,739	222,704	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Biglari Capital Corp.	13.360%	0.000%	4,000,000	0	2024-12-31
BlackRock Inc	7.816%	-1.000%	2,340,175	-23,625	2024-12-31
Dimensional Fund Advisors, Inc.	7.395%	-0.438%	2,213,934	-9,742	2024-12-31
LSV Asset Management	5.122%	21.075%	1,533,400	266,908	2024-12-31
Fund 1 Investments LLC	4.860%	-30.043%	1,455,102	-624,878	2024-12-31
William Blair Investment Management, LLC	4.698%	2.507%	1,406,454	34,399	2024-12-31
Vanguard Group Inc	4.567%	-0.792%	1,367,364	-10,918	2024-12-31
FMR Inc	3.578%	16.763%	1,070,720	153,717	2024-03-31
Morgan Stanley - Brokerage Accounts	3.448%	-34.779%	1,032,240	-550,428	2024-06-30
JPMorgan Chase & Co	2.748%	22.499%	822,596	151,084	2024-09-30
Millennium Management LLC	2.256%	74.616%	709,426	303,149	2023-09-30
Goldman Sachs Group Inc	2.322%	9.550%	695,137	60,597	2024-12-31
Bank of New York Mellon Corp	2.024%	43.894%	667,235	203,537	2023-06-30
State Street Corp	2.021%	1.980%	605,175	11,750	2024-12-31
Hotchkis & Wiley Capital Management LLC	1.951%	0.019%	583,960	110	2024-12-31
Geode Capital Management, LLC	1.946%	-2.021%	582,557	-12,019	2024-12-31
Arrowstreet Capital Limited Partnership	1.933%	15.067%	578,817	75,790	2024-09-30
Amvescap Plc.	1.630%	208.658%	537,265	363,200	2023-06-30
State Street Corporation	1.754%	-0.011%	524,843	-56	2024-03-31
Wasatch Advisors Inc.	1.426%	65.530%	513,649	203,343	2023-03-31
Invenomic Capital Management, LP	1.641%	197.217%	491,244	325,963	2024-03-31
BIGLARI, SARDAR	1.634%	0.000%	489,247	0	2024-12-31
Arnhold & S. Bleichroeder Advisers, LLC	1.515%	54.004%	453,422	159,000	2024-12-31
CNA Financial Corp	1.251%	0.000%	450,708	450,708	2023-03-31
Hillsdale Investment Management Inc.	1.278%	-0.416%	382,696	-1,600	2024-12-31
Susquehanna International Group, LLP	1.040%	0.000%	368,865	368,865	2023-03-31
Renaissance Technologies Corp	1.213%	0.000%	363,000	0	2024-12-31
Nordea Investment Mgmt Bank Demark A/s	0.957%	-0.234%	354,490	-833	2022-09-30
Assenagon Asset Management SA	1.157%	-0.413%	346,140	-1,434	2024-06-30
Bridgeway Capital Management, LLC	1.115%	2.629%	333,855	8,552	2024-12-31
AQR Capital Management LLC	1.025%	-36.208%	306,798	-174,138	2024-09-30
Two Sigma Investments LLC	1.007%	-9.397%	301,509	-31,272	2024-06-30
Empowered Funds, LLC	0.984%	116.190%	294,442	158,246	2024-03-31
Nuveen Asset Management, LLC	0.975%	365.510%	291,805	229,120	2024-09-30
Prudential Financial Inc	0.968%	332.220%	289,739	222,704	2024-12-31
State of New Jersey Common Pension Fd D	0.693%	0.000%	256,870	256,870	2022-09-30
Two Sigma Advisers, LLC	0.823%	-34.426%	256,000	-134,400	2024-03-31
UBS Group AG	0.774%	1,294.470%	255,034	236,745	2023-06-30
Divisadero Street Capital Management, LP	0.834%	-57.625%	249,567	-339,384	2024-09-30
Citadel Advisors Llc	0.807%	58.494%	241,595	89,163	2024-09-30
Northern Trust Corp	0.730%	-4.220%	228,318	-10,060	2023-12-31
Ameriprise Financial Inc	0.712%	10.730%	222,708	21,580	2023-12-31
Rodgers Brothers Inc.	0.659%	-3.628%	207,225	-7,800	2023-12-31
JANE STREET GROUP, LLC	0.525%	861.166%	186,101	166,739	2023-03-31
HBK INVESTMENTS L P	0.510%	0.000%	180,921	180,921	2023-03-31
Charles Schwab Investment Management Inc	0.411%	3.649%	148,144	5,215	2022-12-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of El Pollo Loco Holdings Inc (LOCO), owning a total of 1.3 million shares. Combined, the top 50 mutual fund holders of LOCO own 48.76% of the company with a total of 15.5 million shares.

In the latest ownership report on January 31st 2025, the top 50 fund holders increased their combined ownership of LOCO by 89 thousand shares. 5 funds bought 97,697 total additional shares and increased their ownership by an average of 7.52%. However 3 funds sold 8,562 total shares and decreased their ownership by an average of 0.86%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding El Pollo Loco Holdings increased by a net total of 89,135 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.649%	0.000%	792,945	0	2025-01-31
iShares Russell 2000 ETF	2.345%	-0.756%	702,180	-5,350	2025-01-31
First Eagle Small Cap Opportunity I	1.479%	10.214%	442,738	41,029	2025-01-31
Vanguard Institutional Extnd Mkt Idx Tr	1.254%	0.000%	375,459	0	2025-01-31
Nuveen Small-Cap Value Opps I	0.876%	25.512%	262,326	53,322	2025-01-31
Dimensional US Targeted Value ETF	0.810%	-0.046%	242,537	-112	2025-01-31
iShares Russell 2000 Value ETF	0.800%	0.136%	239,623	326	2025-01-31
EA Bridgeway Omni Small-Cap Value ETF	0.607%	0.287%	181,741	520	2025-01-31
PGIM Quant Solutions Small-Cap Val Z	0.590%	1.436%	176,600	2,500	2025-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.572%	-1.779%	171,202	-3,100	2025-01-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	3.745%	0.243%	1,349,183	3,276	2023-06-30
Vanguard Total Stock Mkt Idx Inv	2.649%	0.000%	792,945	0	2025-01-31
FIAM Small Cap Core Class B	2.129%	3.262%	783,200	24,743	2022-12-31
iShares Russell 2000 ETF	2.345%	-0.756%	702,180	-5,350	2025-01-31
FIAM Small Cap Core Composite	2.208%	5.586%	660,900	34,963	2024-03-31
FIAM Small Cap Core CIT Cl B	2.235%	2.338%	660,900	15,100	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	1.782%	0.000%	587,328	0	2023-03-31
William Blair Small Cap Value I	1.811%	7.560%	542,131	38,104	2024-12-31
DFA US Small Cap Value I	1.629%	0.000%	487,829	0	2024-12-31
First Eagle Small Cap Opportunity I	1.479%	10.214%	442,738	41,029	2025-01-31
First Eagle US Small Cap Strategy	1.348%	50.936%	403,511	136,171	2024-12-31
DFA US Targeted Value I	1.284%	0.000%	384,376	0	2024-12-31
Vanguard Institutional Extnd Mkt Idx Tr	1.254%	0.000%	375,459	0	2025-01-31
Invesco S&P SmallCap Value with Momt ETF	1.038%	0.000%	373,905	0	2023-06-30
Vanguard Extended Market Index Investor	0.836%	0.000%	275,575	0	2023-08-31
Invenomic Institutional	0.906%	16.529%	271,180	38,465	2024-04-30
iShares S&P Small-Cap 600 Value ETF	0.747%	0.000%	269,231	0	2023-06-30
Fidelity® Small Cap Index	0.810%	0.000%	266,747	0	2023-09-30
Nuveen Small-Cap Value Opps I	0.876%	25.512%	262,326	53,322	2025-01-31
Fidelity Small Cap Index	0.850%	-2.165%	254,421	-5,630	2024-11-30
Dimensional US Targeted Value ETF	0.810%	-0.046%	242,537	-112	2025-01-31
iShares Russell 2000 Value ETF	0.800%	0.136%	239,623	326	2025-01-31
Wasatch Micro Cap Value	0.655%	60.544%	236,000	89,000	2023-03-31
Nordea 2 - Global Enhanced Sm Cap BI USD	0.576%	0.000%	213,399	0	2022-10-31
Goldman Sachs Small Cp Val Insghts Instl	0.703%	140.475%	210,346	122,875	2024-10-31
FullerThaler Behavioral Micro-Cap Core	0.680%	-1.220%	203,694	-2,515	2024-08-31
Strategic Advisers Fidelity US TtlStk	0.632%	7.341%	196,520	13,440	2024-03-31
DFA US Micro Cap I	0.632%	-7.278%	189,349	-14,863	2024-12-31
Argenta-Fund Lifestyle Dynamic R Cap	0.619%	0.000%	185,327	0	2024-06-30
BlackRock Global Equity Mkt Netrl Instl	0.618%	0.000%	185,032	0	2024-12-31
Evli North America A	0.504%	8.811%	184,950	14,976	2022-12-31
EA Bridgeway Omni Small-Cap Value ETF	0.607%	0.287%	181,741	520	2025-01-31
PGIM Quant Solutions Small-Cap Val Z	0.590%	1.436%	176,600	2,500	2025-01-31
JPM US Small Cap Value-Composite	0.472%	-20.455%	175,000	-45,000	2022-09-30
JPMorgan Small Cap Blend A	0.472%	0.000%	175,000	0	2022-10-31
PGIM Quant Small Cap value Equity	0.582%	123.205%	174,100	96,100	2024-12-31
American Beacon Small Cp Val R5	0.528%	0.000%	174,020	0	2023-07-31
Hotchkis & Wiley Sm Cp Divers Val I	0.578%	0.000%	173,100	0	2024-12-31
SPDR® S&P 600 Small Cap Value ETF	0.477%	0.097%	171,992	166	2023-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.572%	-1.779%	171,202	-3,100	2025-01-31
BlackRock Advantage Small Cap Core Instl	0.558%	0.000%	166,897	0	2024-11-30
DFA US Small Cap I	0.546%	-9.434%	161,521	-16,826	2024-04-30
Bridgeway Omni Small-Cap Value	0.529%	0.000%	158,300	0	2024-09-30
Bridgeway Omni Small-Cap Value N	0.529%	0.000%	158,300	0	2024-09-30
Vanguard Tax-Managed Small Cap Adm	0.425%	-14.571%	150,684	-25,700	2023-06-30
Principal SmallCap Value II Instl	0.476%	0.000%	149,755	0	2023-12-31
VP Partners Small Cap Value 3	0.428%	0.199%	140,908	280	2023-11-30
Fidelity® Extended Market Index	0.426%	0.000%	140,361	0	2023-10-31
Strategic Advisers® Fidelity US TtlStk	0.414%	0.000%	136,370	0	2023-10-31
Schwab US Small-Cap ETF™	0.361%	-0.362%	118,935	-432	2023-09-30