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Chipotle Mexican Grill, Inc.

CMG Consumer Discretionary
$36.2 +$0.07 (0.19%)
Market Cap: $45.81 B
Gurus Holding
8
Popularity Rank
#773
% of Shares Held
0.76%
Net Activity (Q2 2026)
-$27.72 M

Guru Ownership Trend

Guru Analysis for Chipotle Mexican Grill, Inc. (CMG)

Chipotle Mexican Grill, Inc. (CMG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $348.42 M.

Top institutional holders include Cliff Asness and Renaissance Technologies (RenTech).

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $27.72 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who increased their stake by 679.6%. Conversely, Cliff Asness reduced exposure by 48.5%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$121.97 M
Total Buy Value
New Buys 1
Additions 2
-$149.69 M
Total Sell Value
Reductions 4
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
7
Net Buyers
3

FAQs for Chipotle Mexican Grill, Inc. (CMG)

Major holders include Cliff Asness ($153.56 M), Renaissance Technologies (RenTech) ($114.4 M), Steven Cohen ($31.3 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 9.62 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $27.72 M, with 3 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 3 fully exited CMG. The total reported sell value was $149.69 M.

Yes, 1 managers opened new positions in CMG, and 2 increased their existing holdings. The total reported buy value was $121.97 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Reduce -48.5% 4,634,955 $153.56 M Q2 2026
0.16% Add 272.6% 3,364,700 $114.4 M Q2 2026
0.03% New Buy 920,557 $31.3 M Q2 2026
0.02% Reduce -20.3% 289,160 $9.83 M Q2 2026
0.01% Add 679.6% 235,475 $8.01 M Q2 2026
0.02% Reduce -31.0% 106,153 $3.61 M Q2 2026
0.01% Reduce -2.1% 73,870 $2.51 M Q2 2026
0.00% 9 $306 Q2 2026
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