Potbelly Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 11/13/2024 | 2.98 M | $24.86 M | 5.33% | 9.96% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 2.00 M | $16.68 M | 100.00% | 6.68% |
| VANGUARD GROUP INC | 11/13/2024 | 1.44 M | $12.00 M | 1.74% | 4.81% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 1.29 M | $10.76 M | 3.80% | 4.31% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 1.20 M | $10.02 M | -6.02% | 4.01% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 1.11 M | $9.27 M | 9.94% | 3.71% |
| HEARTLAND ADVISORS INC | 11/12/2024 | 928,600 | $7.74 M | 16.39% | 3.10% |
| PORTOLAN CAPITAL MANAGEMENT, LLC | 11/14/2024 | 902,529 | $7.53 M | 21.67% | 3.01% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 608,336 | $5.07 M | 3.61% | 2.03% |
| SOVIERO ASSET MANAGEMENT, LP | 11/14/2024 | 530,000 | $4.42 B | -27.60% | 1.77% |
| ARCHON CAPITAL MANAGEMENT LLC | 11/14/2024 | 507,940 | $4.24 B | -27.54% | 1.70% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 502,752 | $4.19 M | 0.60% | 1.68% |
| STATE STREET CORP | 11/14/2024 | 498,915 | $4.16 M | 1.43% | 1.67% |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | 11/14/2024 | 483,763 | $4.03 M | -0.65% | 1.62% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 474,831 | $3.96 M | 5.23% | 1.59% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 474,796 | $3.96 M | 54.30% | 1.59% |
| WESTERN STANDARD LLC | 11/14/2024 | 400,769 | $3.34 M | -49.95% | 1.34% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 387,114 | $3.23 M | 76.98% | 1.29% |
| HODGES CAPITAL MANAGEMENT INC. | 11/15/2024 | 380,015 | $3.17 M | 29.45% | 1.27% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/14/2024 | 343,188 | $2.86 M | 265.99% | 1.15% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 324,066 | $2.70 M | 140.67% | 1.08% |
| CERITY PARTNERS LLC | 11/12/2024 | 279,666 | $2.33 M | 100.00% | 0.93% |
| NEXT CENTURY GROWTH INVESTORS LLC | 11/14/2024 | 169,211 | $1.41 M | 0.06% | 0.57% |
| BOOTHBAY FUND MANAGEMENT, LLC | 11/14/2024 | 159,325 | $1.33 M | -13.56% | 0.53% |
| MORGAN STANLEY | 11/14/2024 | 138,724 | $1.16 M | 41.26% | 0.46% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 11/04/2024 | 132,605 | $1.11 M | -33.27% | 0.44% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 121,403 | $1.01 M | -1.97% | 0.41% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 109,622 | $914,248 | 419.73% | 0.37% |
| ASSENAGON ASSET MANAGEMENT S.A. | 10/23/2024 | 108,580 | $905,557 | -29.22% | 0.36% |
| VICTORY CAPITAL MANAGEMENT INC | 11/05/2024 | 101,039 | $842,665 | 51.94% | 0.34% |
| TECTONIC ADVISORS LLC | 10/23/2024 | 95,353 | $795,244 | 73.59% | 0.32% |
| GSA CAPITAL PARTNERS LLP | 11/05/2024 | 94,765 | $790,000 | 7.97% | 0.32% |
| CRAWFORD FUND MANAGEMENT, LLC | 11/14/2024 | 91,500 | $763,110 | -53.20% | 0.31% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 80,572 | $671,971 | -27.55% | 0.27% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 76,525 | $638,219 | 0.00% | 0.26% |
| FORTIS ADVISORS, LLC | 11/07/2024 | 69,969 | $583,541 | 0.00% | 0.23% |
| RAFFLES ASSOCIATES LP | 11/14/2024 | 69,761 | $581,807 | -6.69% | 0.23% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 67,562 | $563,466 | -20.56% | 0.23% |
| JPMORGAN CHASE & CO | 12/26/2024 | 67,053 | $559,222 | 122.60% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 66,638 | $555,761 | -50.70% | 0.22% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 61,496 | $512,877 | 9.88% | 0.21% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 60,700 | $506,238 | 100.00% | 0.20% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 53,496 | $446,157 | 4.00% | 0.18% |
| BOSTON PARTNERS | 11/12/2024 | 52,813 | $440,460 | 0.00% | 0.18% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 48,022 | $400,503 | -11.06% | 0.16% |
| DHK FINANCIAL ADVISORS, INC. | 10/24/2024 | 46,952 | $391,580 | 100.00% | 0.16% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 45,739 | $381,463 | -65.69% | 0.15% |
| BARCLAYS PLC | 11/19/2024 | 39,780 | $332,000 | 247.79% | 0.13% |
| RHUMBLINE ADVISERS | 11/12/2024 | 36,748 | $306,471 | 4.56% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 35,276 | $294,202 | 40.71% | 0.12% |
Potbelly Corporationinstitutional Ownership - FAQ's
During the previous two years, 153 institutional investors and hedge funds held shares of Potbelly Corporation. The most heavily invested institutionals were:
Nierenberg Investment Management Company, Inc.: 2.98 M
BlackRock Funding, Inc. /DE: 2 M
VANGUARD GROUP INC: 1.44 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 1.29 M
RENAISSANCE TECHNOLOGIES LLC: 1.2 M
First Eagle Investment Management, LLC: 1.11 M
70.42% of Potbelly Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 25.68 M shares in the last 24 months. This purchase volume represents approximately $267.83 M in transactions.