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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, Q1 2025

Institutional positions in BBB Foods Inc as of Mar 31, 2025. 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
105
+28 vs. Q4 2024
Shares held
52.3M
+13.3M (+33.9%) vs. Q4 2024
Total value
$1.40B
+$290.1M (+26.3%) vs. Q4 2024
New holders
39
40 more added
Sold out
11
21 more reduced

2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: 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.

Institutional holdersQ1 2025: 105 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 74 institutionsQ2 2024: 82 institutionsQ3 2024: 81 institutionsQ4 2024: 79 institutionsQ1 2025: 105 institutionsQ2 2025: 102 institutionsQ3 2025: 96 institutionsQ4 2025: 128 institutionsQ1 2026: 127 institutionsQ2 2026: 165 institutions
Value heldQ1 2025: $1.40B
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $764.9MQ2 2024: $874.0MQ3 2024: $1.15BQ4 2024: $1.11BQ1 2025: $1.40BQ2 2025: $1.43BQ3 2025: $1.42BQ4 2025: $1.87BQ1 2026: $2.06BQ2 2026: $2.96B
Institutions holding TBBB and their total value by quarter
QuarterHoldersValue
Q2 2026165$2.96B
Q1 2026127$2.06B
Q4 2025128$1.87B
Q3 202596$1.42B
Q2 2025102$1.43B
Q1 2025105$1.40B
Q4 202479$1.11B
Q3 202481$1.15B
Q2 202482$874.0M
Q1 202474$764.9M
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding BBB Foods Inc; share changes are against Q4 2024.

Institutions holding TBBB in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors6,719,134$179.3M0.04%+1,642,114+32.3%Added
FMR LLC6,204,810$165.5M0.01%+2,710,037+77.5%Added
Capital Research Global Investors5,357,086$142.9M0.03%+26,872+0.5%Added
Morgan Stanley3,503,840$93.5M0.01%+1,309,048+59.6%Added
William Blair Investment Management, LLC3,273,077$87.3M0.25%+1,154,939+54.5%Added
Gilder Gagnon Howe & Co LLC2,834,170$75.6M0.99%−19,736−0.7%Reduced
12 West Capital Management LP2,289,058$61.1M9.01%+572,500+33.4%Added
Ameriprise Financial Inc1,634,417$43.6M0.01%+690,560+73.2%Added
Grandeur Peak Global Advisors, LLC1,610,159$43.0M4.76%+197,268+14.0%Added
Capital International Inc1,426,293$38.1M0.46%+152,602+12.0%Added
Millennium Management LLC1,240,966$33.1M0.03%+1,121,959+942.8%Added
Teacher Retirement System of Texas1,162,695$31.0M0.13%+231,589+24.9%Added
Polar Capital Holdings Plc1,081,091$28.8M0.18%+44,716+4.3%Added
JPMorgan Chase & Co956,121$25.5M0.00%+13,350+1.4%Added
Driehaus Capital Management LLC849,166$22.7M0.22%−718,119−45.8%Reduced
Citadel Advisors LLC742,917$19.8M0.02%+742,917New
Manufacturers Life Insurance Company, The702,571$18.7M0.02%+154,929+28.3%Added
Engle Capital Management, L.P.690,000$18.4M7.66%+90,000+15.0%Added
USS Investment Management Ltd685,950$18.3M0.14%+81,215+13.4%Added
Itau Unibanco Holding S.A.711,742$18.2M0.70%+711,742New
TT International Asset Management LTD571,999$15.3M2.28%+571,999New
Wasatch Advisors Inc528,674$14.1M0.08%+528,674New
Alliancebernstein L.P.527,513$14.1M0.01%−50,095−8.7%Reduced
Axiom Investors LLC503,627$13.4M0.13%−420,941−45.5%Reduced
Ghisallo Capital Management LLC500,000$13.3M1.16%+300,000+150.0%Added
Voloridge Investment Management, LLC379,032$10.1M0.04%+76,913+25.5%Added
Kayne Anderson Rudnick Investment Management LLC366,508$9.78M0.02%+108,005+41.8%Added
3G Capital Partners LP350,000$9.34M2.68%+350,000New
Burkehill Global Management, LP350,000$9.34M0.69%+350,000New
Hood River Capital Management LLC314,711$8.40M0.14%+301,535+2,288.5%Added
Zweig-DiMenna Associates LLC258,766$6.90M1.11%−137,875−34.8%Reduced
SEI Investments Co254,802$6.80M0.01%+762+0.3%Added
Seven Grand Managers, LLC250,000$6.67M1.56%+125,000+100.0%Added
Balyasny Asset Management LLC249,728$6.66M0.02%+249,728New
Bank of America Corp236,547$6.31M0.00%+218,485+1,209.6%Added
DnB Asset Management AS233,866$6.24M0.03%+29,643+14.5%Added
Qube Research & Technologies Ltd192,217$5.13M0.01%+192,217New
Atika Capital Management LLC182,827$4.88M0.75%−37,873−17.2%Reduced
Marshall Wace, LLP158,165$4.22M0.01%+158,165New
Goldman Sachs Group Inc156,526$4.18M0.00%+114,990+276.8%Added
UBS Group AG155,264$4.14M0.00%−35,958−18.8%Reduced
Capital International Sarl154,961$4.13M0.09%+38,054+32.6%Added
Point72 Europe (London) LLP150,000$4.00M0.28%+150,000New
Thornburg Investment Management Inc148,001$3.95M0.06%−7,587−4.9%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main130,000$3.47M0.00%00.0%Unchanged
Freestone Grove Partners LP93,909$2.51M0.03%+93,909New
Jump Financial, LLC85,617$2.28M0.03%+85,617New
Tudor Investment Corp Et Al70,820$1.89M0.02%+70,820New
Walleye Capital LLC70,078$1.87M0.02%+70,078New
Van Eck Associates Corp68,698$1.83M0.00%−13,015−15.9%Reduced
Gabelli Funds LLC60,100$1.60M0.01%+4,100+7.3%Added
Hiddenite Capital Partners LP60,000$1.60M1.34%+60,000New
Northwest & Ethical Investments L.P.59,078$1.58M0.04%+26,504+81.4%Added
Two Sigma Investments, LP55,168$1.47M0.00%−2,858−4.9%Reduced
BNP Paribas Arbitrage, SA51,723$1.38M0.00%−76,115−59.5%Reduced
Russell Investments Group, Ltd.45,935$1.23M0.00%−69,709−60.3%Reduced
State of New Jersey Common Pension Fund D40,388$1.08M0.00%−11,276−21.8%Reduced
Picton Mahoney Asset Management39,900$1.06M0.04%+10,500+35.7%Added
Verition Fund Management LLC31,810$848.7K0.00%+17,592+123.7%Added
XTX Topco Ltd31,413$838.1K0.04%+31,413New
Squarepoint Ops LLC29,838$796.1K0.00%−113,162−79.1%Reduced
Winton Group Ltd27,777$741.1K0.05%+27,777New
White Oak Capital Partners Pte. Ltd.28,800$715.0K0.29%+20,900+264.6%Added
VELA Investment Management, LLC25,000$667.0K0.23%+10,000+66.7%Added
Deutsche Bank AG22,500$600.3K0.00%+11,500+104.5%Added
Brinker Capital Investments, LLC21,420$571.5K0.01%+21,420New
Orion Portfolio Solutions, LLC21,420$571.5K0.01%+21,420New
Employees Retirement System of Texas18,370$490.0K0.00%−4,640−20.2%Reduced
Entropy Technologies, LP17,277$460.9K0.04%+17,277New
Neuberger Berman Group LLC16,948$452.2K0.00%+16,948New
Immersion Capital LLP16,500$440.2K0.30%+16,500New
Barings LLC16,458$439.1K0.01%−21,501−56.6%Reduced
Royal Bank of Canada16,000$427.0K0.00%00.0%Unchanged
Quantbot Technologies LP15,575$415.5K0.01%+15,575New
Carmignac Gestion15,000$400.2K0.01%−10,000−40.0%Reduced
Sandia Investment Management LP15,000$400.2K1.17%+15,000New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys14,176$378.2K0.00%+14,176New
Gsa Capital Partners LLP13,606$363.0K0.03%−45,493−77.0%Reduced
Point72 Asset Management, L.P.13,268$354.0K0.00%+13,268New
Tempus Wealth Planning, LLC12,703$338.9K0.10%+571+4.7%Added
J.Safra Asset Management Corp10,925$291.5K0.02%+661+6.4%Added
Mariner, LLC10,849$289.5K0.00%−10,755−49.8%Reduced
Fox Run Management, L.L.C.9,170$244.7K0.04%+9,170New
Amundi8,472$237.9K0.00%−33,343−79.7%Reduced
Simplex Trading, LLC8,776$234.0K0.01%+8,776New
Verdence Capital Advisors LLC8,566$228.5K0.02%+1,136+15.3%Added
Bank of Nova Scotia8,000$213.1K0.00%+8,000New
Ronald Blue Trust, Inc.7,949$212.1K0.00%+7,949New
Lazard Asset Management LLC7,622$203.0K0.00%+7,622New
Toronto Dominion Bank5,000$133.0K0.00%00.0%Unchanged
National Bank of Canada4,400$117.2K0.00%00.0%Unchanged
Clear Street Markets LLC3,609$96.3K0.07%+3,609New
Caitong International Asset Management Co., Ltd2,140$57.1K0.04%+1,187+124.6%Added
BlackRock, Inc.2,031$54.2K0.00%+1,915+1,650.9%Added
FNY Investment Advisers, LLC1,400$37.0K0.02%+1,400New
Wells Fargo & Company611$16.3K0.00%+391+177.7%Added
Jones Financial Companies LLLP584$15.6K0.00%+584New
Tower Research Capital LLC (TRC)490$13.1K0.00%−1,070−68.6%Reduced
Citigroup Inc416$11.1K0.00%+416New
SBI Securities Co., Ltd.310$8.27K0.00%+11+3.7%Added