BBB Foods Inc
TBBB- Exchange
- NYSE
- Industry
- Retail-Grocery Stores
- SEC CIK
- 0001978954
In the last 90 days, BBB Foods Inc insiders filed 0 open-market purchases and 2 sales; 165 institutions reported holding it in 13F filings for Q2 2026, worth $2.96B in total; Duquesne Family Office is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in BBB Foods Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 165
- +40 vs. Q1 2026
- Shares held
- 71.2M
- +13.0M (+22.3%) vs. Q1 2026
- Total value
- $2.96B
- +$903.2M (+43.9%) vs. Q1 2026
- New holders
- 56
- 62 more added
- Sold out
- 16
- 33 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TBBB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 165 | $2.96B |
| Q1 2026 | 127 | $2.06B |
| Q4 2025 | 128 | $1.87B |
| Q3 2025 | 96 | $1.42B |
| Q2 2025 | 102 | $1.43B |
| Q1 2025 | 105 | $1.44B |
| Q4 2024 | 79 | $1.11B |
| Q3 2024 | 81 | $1.18B |
| Q2 2024 | 82 | $904.3M |
| Q1 2024 | 74 | $830.4M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding BBB Foods Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 7,526,848 | $313.6M | 0.06% | +3,286,287+77.5% | Added |
| FMR LLC | 7,370,057 | $307.1M | 0.01% | +1,165,247+18.8% | Added |
| Orbis Allan Gray Ltd | 6,735,036 | $280.6M | 0.96% | +1,088,601+19.3% | Added |
| Capital Research Global Investors | 5,422,899 | $226.0M | 0.03% | −422,416−7.2% | Reduced |
| Wasatch Advisors Inc | 4,239,474 | $176.7M | 1.16% | +139,649+3.4% | Added |
| Morgan Stanley | 3,977,125 | $165.7M | 0.01% | +958,936+31.8% | Added |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 2,901,733 | $120.9M | 2.78% | −207,469−6.7% | Reduced |
| Gilder Gagnon Howe & Co LLC | 2,517,615 | $104.9M | 1.08% | −36,609−1.4% | Reduced |
| Route One Investment Company, L.P. | 2,224,201 | $92.7M | 3.84% | +694,905+45.4% | Added |
| Principal Financial Group Inc | 2,070,499 | $86.3M | 0.04% | +205,440+11.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1,854,584 | $77.3M | 0.24% | +185,689+11.1% | Added |
| Teacher Retirement System of Texas | 1,718,495 | $71.6M | 0.19% | +618,000+56.2% | Added |
| 12 West Capital Management LP | 1,717,770 | $71.6M | 13.39% | −570,000−24.9% | Reduced |
| Goldman Sachs Group Inc | 1,354,816 | $56.5M | 0.01% | +1,296,103+2,207.5% | Added |
| Ameriprise Financial Inc | 1,144,253 | $47.7M | 0.01% | −15,576−1.3% | Reduced |
| Capital International Inc | 1,114,281 | $46.4M | 0.33% | +13,196+1.2% | Added |
| Engle Capital Management, L.P. | 775,574 | $32.3M | 8.88% | +60,574+8.5% | Added |
| SEI Investments Co | 742,678 | $30.9M | 0.03% | −5,949−0.8% | Reduced |
| Nuveen, LLC | 715,199 | $29.8M | 0.01% | +266,380+59.4% | Added |
| Point72 Asset Management, L.P. | 698,172 | $29.1M | 0.04% | −178,026−20.3% | Reduced |
| Carmignac Gestion | 670,106 | $27.9M | 0.36% | +563,141+526.5% | Added |
| Grandeur Peak Global Advisors, LLC | 543,399 | $22.6M | 5.24% | −487,131−47.3% | Reduced |
| Bronte Capital Management Pty Ltd. | 533,151 | $22.2M | 2.50% | +45,601+9.4% | Added |
| USS Investment Management Ltd | 511,932 | $21.4M | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 482,140 | $20.1M | 0.01% | +482,140 | New |
| Ancient Art, L.P. | 451,497 | $18.8M | 3.84% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 437,914 | $18.2M | 0.00% | +437,914 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 413,908 | $17.2M | 0.08% | +42,266+11.4% | Added |
| HRT Financial LP | 400,085 | $16.7M | 0.03% | +183,841+85.0% | Added |
| Crow's Nest Holdings LP | 380,000 | $15.8M | 4.79% | −170,000−30.9% | Reduced |
| UBS Group AG | 346,243 | $14.4M | 0.00% | −91,968−21.0% | Reduced |
| Tudor Investment Corp Et Al | 336,799 | $14.0M | 0.06% | +211,310+168.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 313,519 | $13.0M | 0.08% | +58,574+23.0% | Added |
| Ghisallo Capital Management LLC | 307,618 | $12.8M | 0.25% | +207,618+207.6% | Added |
| Bank of America Corp | 305,771 | $12.7M | 0.00% | −64,641−17.5% | Reduced |
| Burkehill Global Management, LP | 275,000 | $11.5M | 0.41% | +275,000 | New |
| Thornburg Investment Management Inc | 273,003 | $11.4M | 0.11% | +103,327+60.9% | Added |
| Driehaus Capital Management LLC | 265,412 | $11.1M | 0.06% | +95,212+55.9% | Added |
| White Oak Capital Partners Pte. Ltd. | 262,488 | $10.9M | 2.56% | +60,960+30.2% | Added |
| Manufacturers Life Insurance Company, The | 255,111 | $10.6M | 0.01% | +255,111 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 253,980 | $10.6M | 0.01% | +32,995+14.9% | Added |
| Atika Capital Management LLC | 250,000 | $10.4M | 1.03% | +154,782+162.6% | Added |
| Millennium Management LLC | 240,356 | $10.0M | 0.01% | +67,699+39.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 236,613 | $9.86M | 0.02% | +73,496+45.1% | Added |
| DnB Asset Management AS | 236,314 | $9.85M | 0.03% | +236,314 | New |
| Itau Unibanco Holding S.A. | 230,515 | $9.54M | 0.19% | +230,515 | New |
| BNP Paribas Arbitrage, SA | 218,990 | $9.13M | 0.00% | −50,410−18.7% | Reduced |
| Mawer Investment Management Ltd. | 212,570 | $8.86M | 0.06% | +212,570 | New |
| Marshall Wace, LLP | 196,467 | $8.19M | 0.01% | −84,383−30.0% | Reduced |
| Baillie Gifford & Co | 194,881 | $8.12M | 0.01% | +300.0% | Added |
| Fiera Capital Corp | 181,644 | $7.57M | 0.03% | +181,644 | New |
| Hound Partners, LLC | 174,242 | $7.26M | 0.84% | +174,242 | New |
| Vaughan Nelson Investment Management, L.P. | 173,348 | $7.22M | 0.06% | +173,348 | New |
| Bayberry Capital Partners LP | 168,500 | $7.02M | 2.42% | +168,500 | New |
| Capital International Sarl | 164,914 | $6.87M | 0.10% | +31,849+23.9% | Added |
| Bank of New York Mellon Corp | 159,903 | $6.66M | 0.00% | −74,864−31.9% | Reduced |
| Van Eck Associates Corp | 154,597 | $6.44M | 0.00% | +81,277+110.9% | Added |
| Seven Grand Managers, LLC | 150,000 | $6.25M | 0.25% | +150,000 | New |
| William Blair Investment Management, LLC | 142,226 | $5.93M | 0.02% | −5,132−3.5% | Reduced |
| Wells Fargo & Company | 141,038 | $5.88M | 0.00% | +45,638+47.8% | Added |
| Estuary Capital Management LP | 139,128 | $5.80M | 0.98% | +139,128 | New |
| Teachers Retirement System of the State of Kentucky | 138,530 | $5.77M | 0.04% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 126,640 | $5.28M | 0.51% | +91,200+257.3% | Added |
| Hodges Capital Management Inc. | 126,075 | $5.25M | 0.35% | −14,745−10.5% | Reduced |
| Cidel Asset Management Inc | 118,334 | $4.93M | 0.24% | +118,334 | New |
| Ninety One UK Ltd | 112,431 | $4.68M | 0.01% | −9,898−8.1% | Reduced |
| Citadel Advisors LLC | 104,741 | $4.36M | 0.00% | +104,741 | New |
| Dodge & Cox | 90,700 | $3.78M | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 82,505 | $3.44M | 0.04% | +43,949+114.0% | Added |
| BW Gestao de Investimentos Ltda. | 75,000 | $3.13M | 0.08% | +75,000 | New |
| Gabelli Funds LLC | 69,000 | $2.88M | 0.02% | +10,000+16.9% | Added |
| Zweig-DiMenna Associates LLC | 64,100 | $2.67M | 0.24% | +64,100 | New |
| Lazard Asset Management LLC | 62,815 | $2.62M | 0.00% | −929−1.5% | Reduced |
| Neuberger Berman Group LLC | 60,486 | $2.52M | 0.00% | +12,297+25.5% | Added |
| Squarepoint Ops LLC | 60,342 | $2.51M | 0.00% | +45,024+293.9% | Added |
| Susquehanna Portfolio Strategies, LLC | 58,479 | $2.44M | 0.04% | +33,220+131.5% | Added |
| Deltec Asset Management LLC | 54,500 | $2.27M | 0.34% | +5,619+11.5% | Added |
| Citigroup Inc | 54,094 | $2.25M | 0.00% | −300,090−84.7% | Reduced |
| Militia Capital Management LLC | 49,011 | $2.04M | 0.37% | −98,022−66.7% | Reduced |
| First Trust Advisors LP | 47,818 | $1.99M | 0.00% | +47,818 | New |
| Aquatic Capital Management LLC | 43,117 | $1.80M | 0.06% | +43,117 | New |
| Schonfeld Strategic Advisors LLC | 42,087 | $1.75M | 0.01% | +42,087 | New |
| VELA Investment Management, LLC | 41,600 | $1.73M | 0.43% | +2,500+6.4% | Added |
| Mariner, LLC | 39,858 | $1.66M | 0.00% | +2,407+6.4% | Added |
| Envestnet Asset Management Inc | 38,171 | $1.59M | 0.00% | +8,506+28.7% | Added |
| LB Partners LLC | 35,000 | $1.46M | 0.99% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 33,923 | $1.41M | 0.01% | +8,693+34.5% | Added |
| Quadrature Capital Ltd | 33,621 | $1.40M | 0.01% | +33,621 | New |
| Walleye Capital LLC | 33,215 | $1.38M | 0.01% | +33,215 | New |
| Barings LLC | 28,476 | $1.19M | 0.02% | +28,476 | New |
| Fideuram Asset Management (Ireland) dac | 28,116 | $1.10M | 0.02% | +28,116 | New |
| Daiwa Securities Group Inc. | 25,285 | $1.05M | 0.00% | +8,306+48.9% | Added |
| Fieldview Capital Management, LLC | 24,548 | $1.02M | 0.29% | +24,548 | New |
| Banco BTG Pactual S.A. | 24,000 | $1.00M | 0.13% | +24,000 | New |
| Gsa Capital Partners LLP | 22,439 | $935.0K | 0.06% | −37,999−62.9% | Reduced |
| Harbour Capital Advisors, LLC | 21,125 | $899.5K | 0.16% | +2,400+12.8% | Added |
| State of Wyoming | 20,715 | $863.2K | 0.09% | +7,075+51.9% | Added |
| TD Asset Management Inc | 19,182 | $799.3K | 0.00% | +19,182 | New |
| CenterBook Partners LP | 17,618 | $734.1K | 0.04% | +17,618 | New |
| Y-Intercept (Hong Kong) Ltd | 17,581 | $732.6K | 0.01% | +17,581 | New |