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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, Q4 2025

Institutional positions in BBB Foods Inc as of Dec 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
128
+33 vs. Q3 2025
Shares held
56.0M
+3.52M (+6.7%) vs. Q3 2025
Total value
$1.87B
+$455.1M (+32.2%) vs. Q3 2025
New holders
42
39 more added
Sold out
9
34 more reduced

1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 holdersQ4 2025: 128 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 heldQ4 2025: $1.87B
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, Q4 2025

Shares, value and share of portfolio for each institution holding BBB Foods Inc; share changes are against Q3 2025.

Institutions holding TBBB in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Research Global Investors5,844,413$195.1M0.04%−37,637−0.6%Reduced
FMR LLC5,827,541$194.6M0.01%−68,352−1.2%Reduced
Capital International Investors4,233,214$141.3M0.02%−2,271,974−34.9%Reduced
Morgan Stanley3,534,884$118.0M0.01%−34,189−1.0%Reduced
Wasatch Advisors Inc3,409,281$113.8M0.68%+696,365+25.7%Added
Orbis Allan Gray Ltd3,288,723$109.8M0.46%+3,288,723New
Duquesne Family Office LLCSuperinvestorDuquesne Family Office2,675,152$89.3M2.12%+1,492,027+126.1%Added
Gilder Gagnon Howe & Co LLC2,511,410$83.9M0.89%−37,285−1.5%Reduced
12 West Capital Management LP2,362,770$78.9M9.40%−1,020,000−30.2%Reduced
Route One Investment Company, L.P.1,385,196$46.3M1.93%+1,307,079+1,673.2%Added
Grandeur Peak Global Advisors, LLC1,308,727$43.7M5.88%−185,477−12.4%Reduced
Ameriprise Financial Inc1,205,925$40.3M0.01%−263,216−17.9%Reduced
Teacher Retirement System of Texas1,100,495$36.7M0.13%00.0%Unchanged
Itau Unibanco Holding S.A.1,059,893$35.6M0.88%−141,348−11.8%Reduced
Capital International Inc1,022,314$34.1M0.27%+12,962+1.3%Added
BlackRock, Inc.912,644$30.5M0.00%−214,395−19.0%Reduced
Polar Capital Holdings Plc819,901$27.4M0.13%−165,606−16.8%Reduced
Millennium Management LLC778,613$26.0M0.02%+582,262+296.5%Added
Engle Capital Management, L.P.750,000$25.0M9.66%+13,231+1.8%Added
Bank of America Corp743,284$24.8M0.00%−119,733−13.9%Reduced
William Blair Investment Management, LLC742,649$24.8M0.07%−129,103−14.8%Reduced
SEI Investments Co675,981$22.6M0.02%+141,531+26.5%Added
Kayne Anderson Rudnick Investment Management LLC645,741$21.6M0.06%+181,375+39.1%Added
3G Capital Partners LP550,000$18.4M4.33%−1,050,000−65.6%Reduced
USS Investment Management Ltd511,932$17.1M0.08%00.0%Unchanged
Crow's Nest Holdings LP500,000$16.7M3.80%+500,000New
Marshall Wace, LLP467,464$15.6M0.02%+185,747+65.9%Added
Nuveen, LLC438,050$14.6M0.00%+438,050New
Bronte Capital Management Pty Ltd.394,158$13.2M1.38%+394,158New
Citigroup Inc393,039$13.1M0.01%+112,016+39.9%Added
Ancient Art, L.P.391,637$13.1M2.96%+253,320+183.1%Added
UBS Group AG365,441$12.2M0.00%+64,511+21.4%Added
Goldman Sachs Group Inc359,405$12.0M0.00%+73,566+25.7%Added
DnB Asset Management AS346,153$11.6M0.04%−28,122−7.5%Reduced
Greenoaks Capital Partners LLC279,720$9.34M0.31%+279,720New
Manufacturers Life Insurance Company, The270,395$9.03M0.01%−593,346−68.7%Reduced
Zweig-DiMenna Associates LLC262,638$8.77M0.62%−13,612−4.9%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys226,230$7.55M0.04%+115,602+104.5%Added
Bank of New York Mellon Corp218,397$7.29M0.00%+218,397New
Baillie Gifford & Co194,851$6.51M0.01%00.0%Unchanged
Thornburg Investment Management Inc187,102$6.25M0.08%−208,843−52.7%Reduced
Driehaus Capital Management LLC179,971$6.01M0.04%+154,132+596.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main168,124$5.61M0.00%−2,060−1.2%Reduced
BNP Paribas Arbitrage, SA156,026$5.21M0.00%+136,185+686.4%Added
White Oak Capital Partners Pte. Ltd.143,200$4.79M1.82%+85,400+147.8%Added
Atika Capital Management LLC142,282$4.75M0.66%−16,718−10.5%Reduced
Healthcare of Ontario Pension Plan Trust Fund130,392$4.35M0.01%+130,392New
Capital International Sarl128,473$4.29M0.07%00.0%Unchanged
Citadel Advisors LLC115,662$3.86M0.00%+90,384+357.6%Added
Jane Street Group, LLC115,307$3.85M0.00%+76,608+198.0%Added
Ghisallo Capital Management LLC100,000$3.34M0.15%−150,000−60.0%Reduced
Tudor Investment Corp Et Al88,404$2.95M0.02%+88,404New
Verition Fund Management LLC85,423$2.85M0.02%+49,277+136.3%Added
Van Eck Associates Corp75,545$2.52M0.00%−15,631−17.1%Reduced
JPMorgan Chase & Co65,609$2.19M0.00%−275,120−80.7%Reduced
Gsa Capital Partners LLP63,840$2.13M0.18%+44,115+223.7%Added
Northwest & Ethical Investments L.P.62,449$2.09M0.05%00.0%Unchanged
Gabelli Funds LLC59,000$1.97M0.01%00.0%Unchanged
Lazard Asset Management LLC56,712$1.89M0.00%+56,712New
Immersion Capital LLP51,700$1.73M2.50%−20,100−28.0%Reduced
Neuberger Berman Group LLC49,636$1.66M0.00%+1,370+2.8%Added
Abdiel Capital Advisors, LP48,420$1.62M2.28%+8,000+19.8%Added
Deltec Asset Management LLC44,500$1.49M0.25%+31,400+239.7%Added
Teachers Retirement System of the State of Kentucky43,630$1.46M0.01%+43,630New
VELA Investment Management, LLC43,100$1.44M0.39%+2,600+6.4%Added
Mirabella Financial Services LLP32,626$1.09M0.10%+32,626New
HRT Financial LP32,410$1.08M0.00%+32,410New
Fund 1 Investments, LLC29,695$991.5K0.14%+29,695New
Mariner, LLC28,797$961.5K0.00%−2,326−7.5%Reduced
SG Americas Securities, LLC26,675$891.0K0.00%+13,092+96.4%Added
Fox Run Management, L.L.C.25,459$850.1K0.13%+25,459New
Brinker Capital Investments, LLC25,354$846.6K0.01%−1,809−6.7%Reduced
Aquatic Capital Management LLC24,378$814.0K0.02%+24,378New
J.Safra Asset Management Corp21,971$733.6K0.04%+9,530+76.6%Added
Jain Global LLC21,636$722.4K0.01%+21,636New
Balyasny Asset Management LLC20,439$682.5K0.00%+3,113+18.0%Added
Harbour Capital Advisors, LLC18,550$637.6K0.13%+3,200+20.8%Added
Schonfeld Strategic Advisors LLC17,963$599.8K0.00%−4,055−18.4%Reduced
Quantbot Technologies LP17,718$591.6K0.02%+17,718New
HSBC Holdings PLC16,774$565.5K0.00%+16,774New
Shay Capital LLC15,250$509.2K0.08%+15,250New
Counterpoint Mutual Funds LLC14,967$499.7K0.04%+14,967New
XTX Topco Ltd13,864$462.9K0.01%+13,864New
Bridgefront Capital, LLC13,476$450.0K0.11%+13,476New
Savant Capital, LLC12,540$418.7K0.00%+792+6.7%Added
Entropy Technologies, LP12,239$408.7K0.02%+12,239New
Inspire Advisors, LLC12,116$404.6K0.04%−11,384−48.4%Reduced
Liontrust Investment Partners LLP12,000$400.7K0.01%+12,000New
Virtu Financial LLC11,952$399.0K0.02%+11,952New
Mission Creek Capital Partners, Inc.11,108$370.9K0.07%+11,108New
Headinvest, LLC11,000$367.3K0.07%+11,000New
Ronald Blue Trust, Inc.10,646$355.5K0.00%−524−4.7%Reduced
Banco BTG Pactual S.A.10,000$333.9K0.06%+10,000New
Susquehanna International Group, LLP9,834$328.4K0.00%−2,422−19.8%Reduced
Royal Bank of Canada9,541$319.0K0.00%−2,430−20.3%Reduced
Bank of Nova Scotia8,000$267.0K0.00%+8,000New
Simplex Trading, LLC6,964$232.5K0.01%+5,210+297.0%Added
AdvisorNet Financial, Inc6,179$206.3K0.01%+369+6.4%Added
Toronto Dominion Bank5,000$167.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)4,559$152.2K0.00%+4,559New