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LOCO · El Pollo Loco Holdings, Inc. · Holdings

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$15.60 -0.34 (-2.13%)
Russell 2000 member Rebalance outlook locked
Market Cap
$485.10M
Shares
30.43M
Volume · Oct 20 246.25K Avg daily vol (3M) 239.24K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP → See every holder of LOCO: 13F, 13D and 13G, insiders and funds →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 154
Total Value: $482,144,035
Total Shares: 28,497,275
Showing 1–100 of 155 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Holder Concentration

Across 151 13F filers
Top Holder
13.3%
Sep 2023 → Jun 2026 · range 13.3% – 17.2%
of institutional value
Top 5
38.7%
Sep 2023 → Jun 2026 · range 38.7% – 51.6%
of institutional value
Top 10
56.1%
Sep 2023 → Jun 2026 · range 56.1% – 67.4%
of institutional value
HHI
461
Sep 2023 → Jun 2026 · range 461 – 698
Broadly held

Who Holds LOCO

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 151 filers, like-for-like change +6.7%; actively managed books +5.0%; index-like books +11.8%.

Holder type Share Filers Change
Registered adviser 66.7% 74 +10.8%
Exempt adviser 1.5% 3 -23.3%
Adviser 1.6% 9 +13.8%
Bank 5.5% 13 +26.5%
Insurer 1.7% 2 -8.1%
Benefit plan 0.1% 2 -2.1%
Non-US 0.7% 6 -27.6%
Holding company 14.2% 5 +1.7%
Broker-dealer 0.0% 0 —
Unknown 8.0% 37 -11.8%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 2 holders with no observed 2026-06-30 13F.

Conviction and Crowding

151 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
4
2.65% of filers hold it in their top 10
Mar 31, 2026: 3
Holders above 5%
3
median weight 0.001%
Mar 31, 2026: 2
Crowding
52.4%
of shares outstanding, 98th percentile
Mar 31, 2026: 48.4%
Private-fund advisers
49.6%
of shares outstanding
Institutional ownership
93.3%
96.4% of the estimated free float
Top 10 holders
56.1%
of 13F shares, Herfindahl 0.046
Active holders
+5.0%
like-for-like share change of active filers
5% stakes on record
4
1 13D, 3 13G (3 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 13.9 quarters
Under 1 year 14.0% 1 to 3 years 32.0% 3 years or more 54.0% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $3,185,872 (0 buying, 1 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$11.24
estimated per share
Mar 31, 2026: $10.63
Quarter-end price
$16.96
implied by 13F values
Estimated gain or loss
+50.9%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value

Estimated cost covers 57.3% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies LOCO's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 NATR Natures Sunshine Products Inc 4
2 RCKY Rocky Brands, Inc. 3
3 EVER EverQuote, Inc. 4
4 DLX Deluxe Corp 3
5 RSI Rush Street Interactive, Inc. 4
6 VMD Viemed Healthcare, Inc. 3
7 HLIT Harmonic Inc. 3
8 NWPX NWPX Infrastructure, Inc. 3
9 DBD DIEBOLD NIXDORF, Inc 3
10 TILE Interface Inc 3

Shareholder Targets

13F filers that own its peers but not LOCO, quarter ended Jun 30, 2026

Found through its holder-overlap peers: NATR, RCKY, EVER, DLX, RSI, VMD, HLIT, NWPX, DBD, TILE, VSXY, KLIC, ENVA, ZM, COHR, TMO, AMZN, TSM, MSFT, GOOGL. 6,952 filers in all.

# Filer In peers
1 Capital Research Global Investors Adviser, Diversified active $110,525,166,821 5 held
2 Capital World Investors Adviser, Diversified active $100,030,858,098 6 held
3 Capital International Investors Adviser, Diversified active $63,177,642,962 7 held
4 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $56,861,160,611 12 held
5 Amundi Holding company, Index-like $54,365,309,454 15 held
6 Fisher Asset Management, LLC Adviser, Diversified active $43,727,312,279 6 held
7 Berkshire Hathaway Inc Insurer, Concentrated $37,764,088,381 1 held
8 Sanders Capital, LLC Registered adviser, Concentrated $35,197,326,814 4 held
9 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Registered adviser, Diversified active $32,922,192,364 7 held
10 JENNISON ASSOCIATES LLC Registered adviser, Diversified active $31,710,616,153 6 held

Fund Ownership of LOCO by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 11.97% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.08% 937,202
Index ETFs 8.89% 2,706,488
Active ETFs 2.95% 896,348
Active funds 10.35% 3,150,575
Unclassified 0.39% 119,125
All registered funds 25.66% 7,809,738
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 75 Exempt adviser 4 Adviser 9 Bank 13 Insurer 2 Benefit plan 2 Non-US 6 Holding company 5 Unknown 38
Showing 100 of 155
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
BIGLARI CAPITAL CORP. $64,064,704 13.29% 3,777,400
BlackRock, Inc. $41,716,373 8.65% 2,459,692
DIMENSIONAL FUND ADVISORS LP $34,759,161 7.21% 2,049,479
LSV ASSET MANAGEMENT $24,957,403 5.18% 1,471,545
GOLDMAN SACHS GROUP INC $21,302,488 4.42% 1,256,043
VANGUARD CAPITAL MANAGEMENT LLC $18,808,368 3.90% 1,108,984
Tieton Capital Management, LLC $17,535,232 3.64% 1,033,917
First Eagle Investment Management, LLC $16,888,751 3.50% 995,799
TWO SIGMA INVESTMENTS, LP $15,377,377 3.19% 906,685
GEODE CAPITAL MANAGEMENT, LLC $15,054,085 3.12% 887,623
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $12,378,934 2.57% 729,890
Hillsdale Investment Management Inc. $11,127,388 2.31% 656,096
STATE STREET CORP $10,654,662 2.21% 628,223
BIGLARI, SARDAR $8,297,629 1.72% 489,247
MONIMUS CAPITAL MANAGEMENT, LP $7,733,454 1.60% 455,982
PRUDENTIAL FINANCIAL INC $7,630,744 1.58% 449,926
BRIDGEWAY CAPITAL MANAGEMENT, LLC $7,271,023 1.51% 428,716
Archon Capital Management LLC $7,134,902 1.48% 420,690
RENAISSANCE TECHNOLOGIES LLC $7,096,064 1.47% 418,400
Divisadero Street Capital Management, LP $6,952,328 1.44% 409,925
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $6,298,486 1.31% 371,373
Rodgers Brothers Inc. $5,975,008 1.24% 352,300
UBS Group AG $5,708,599 1.18% 336,592
MORGAN STANLEY $5,362,461 1.11% 316,183
SEI INVESTMENTS CO $5,027,622 1.04% 296,440
Qube Research & Technologies Ltd $5,016,581 1.04% 295,789
D. E. Shaw & Co., Inc. $4,876,949 1.01% 287,556
VANGUARD PORTFOLIO MANAGEMENT LLC $4,864,806 1.01% 286,840
Assenagon Asset Management S.A. $4,339,425 0.90% 302,399
Empowered Funds, LLC $4,186,863 0.87% 246,867
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $3,783,725 0.78% 223,097
NORTHERN TRUST CORP $3,765,203 0.78% 222,005
Trexquant Investment LP $3,709,304 0.77% 218,709
VANGUARD FIDUCIARY TRUST CO $2,966,795 0.62% 174,929
BANK OF AMERICA CORP /DE/ $2,550,070 0.53% 150,358
CITADEL ADVISORS LLC $2,489,524 0.52% 146,788
AQR CAPITAL MANAGEMENT LLC $2,436,860 0.51% 143,683
Creative Planning $2,348,619 0.49% 138,480
Universal- Beteiligungs- und Servicegesellschaft mbH $2,244,571 0.47% 132,345
LAZARD ASSET MANAGEMENT LLC $1,948,788 0.40% 114,905
MARSHALL WACE, LLP $1,920,990 0.40% 113,266
Bank of New York Mellon Corp $1,840,616 0.38% 108,527
NORGES BANK $1,801,152 0.37% 106,200
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1,604,704 0.33% 94,617
Quantinno Capital Management LP $1,447,417 0.30% 85,343
Informed Momentum Co LLC $1,359,683 0.28% 80,170
Aristides Capital LLC $1,353,967 0.28% 79,833
MILLENNIUM MANAGEMENT LLC $1,303,698 0.27% 76,869
TUDOR INVESTMENT CORP ET AL $1,241,726 0.26% 73,215
Boston Partners $1,227,988 0.25% 72,405
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. $1,177,024 0.24% 69,400
Janney Montgomery Scott LLC $1,157,655 0.24% 68,258
Point72 Asset Management, L.P. $1,108,251 0.23% 65,345
Campbell & CO Investment Adviser LLC $1,063,951 0.22% 62,733
DEUTSCHE BANK AG\ $1,039,630 0.22% 61,299
Ellsworth Advisors, LLC $972,442 0.20% 67,766
Sanctuary Advisors, LLC $950,421 0.20% 56,039
Invesco Ltd. $948,267 0.20% 55,912
GABELLI FUNDS LLC $932,800 0.19% 55,000
Grantham, Mayo, Van Otterloo & Co. LLC $905,019 0.19% 53,362
Nuveen, LLC $880,053 0.18% 51,890
AMERICAN CENTURY COMPANIES INC $868,759 0.18% 51,224
POLEN CAPITAL MANAGEMENT LLC $787,266 0.16% 46,419
Y-Intercept (Hong Kong) Ltd $692,057 0.14% 48,227
BARCLAYS PLC $682,215 0.14% 40,225
FULLER & THALER ASSET MANAGEMENT, INC. $654,554 0.14% 38,594
STATE OF WISCONSIN INVESTMENT BOARD $650,314 0.13% 38,344
OCCUDO QUANTITATIVE STRATEGIES LP $633,133 0.13% 37,331
RHUMBLINE ADVISERS $602,707 0.13% 35,537
AMERIPRISE FINANCIAL INC $589,376 0.12% 34,751
ALLIANCEBERNSTEIN L.P. $583,932 0.12% 34,430
CANADA PENSION PLAN INVESTMENT BOARD $554,592 0.12% 32,700
WELLS FARGO & COMPANY/MN $551,759 0.11% 32,533
JANE STREET GROUP, LLC $544,789 0.11% 32,122
State of Wyoming $495,232 0.10% 29,200
Headlands Technologies LLC $486,158 0.10% 28,665
Watershed Asset Management, L.L.C. $485,022 0.10% 28,598
FEDERATED HERMES, INC. $462,600 0.10% 27,276
ALGERT GLOBAL LLC $459,616 0.10% 27,100
PRINCIPAL FINANCIAL GROUP INC $459,038 0.10% 27,066
SUSQUEHANNA INTERNATIONAL GROUP, LLP $454,528 0.09% 26,800
PRICE T ROWE ASSOCIATES INC /MD/ $401,188 0.08% 23,655
Connor, Clark & Lunn Investment Management Ltd. $400,187 0.08% 23,596
Schonfeld Strategic Advisors LLC $341,404 0.07% 20,130
Squarepoint Ops LLC $321,001 0.07% 18,927
ExodusPoint Capital Management, LP $303,600 0.06% 17,901
XTX Topco Ltd $301,277 0.06% 17,764
FRANKLIN RESOURCES INC $300,870 0.06% 17,740
BAILARD, INC. $294,175 0.06% 20,500
Focus Partners Wealth $290,643 0.06% 17,137
MERCER GLOBAL ADVISORS INC /ADV $286,607 0.06% 16,899
Russell Investments Group, Ltd. $272,394 0.06% 16,061
MetLife Investment Management, LLC $270,054 0.06% 15,923
CITIGROUP INC $266,763 0.06% 15,729
Semanteon Capital Management, LP $259,810 0.05% 15,319
STIFEL FINANCIAL CORP $254,400 0.05% 15,000
Man Group plc $253,246 0.05% 14,932
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $224,974 0.05% 13,265
JPMORGAN CHASE & CO $203,569 0.04% 12,003
HSBC HOLDINGS PLC $201,518 0.04% 11,882

Showing the top 100 of 155 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 1606366 CUSIP 268603107 13F (30d) 15 filings 15 filers Visit website Investor relations