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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 2026

Institutional positions in BBB Foods Inc as of Mar 31, 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
127
+1 vs. Q4 2025
Shares held
58.2M
+2.19M (+3.9%) vs. Q4 2025
Total value
$2.06B
+$187.8M (+10.0%) vs. Q4 2025
New holders
32
50 more added
Sold out
31
30 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 127 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 2026: $2.06B
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 2026

Shares, value and share of portfolio for each institution holding BBB Foods Inc; share changes are against Q4 2025.

Institutions holding TBBB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC6,204,810$219.5M0.01%+377,269+6.5%Added
Capital Research Global Investors5,845,315$206.7M0.03%+9020.0%Added
Orbis Allan Gray Ltd5,646,435$199.7M0.84%+2,357,712+71.7%Added
Capital International Investors4,240,561$150.0M0.04%+7,347+0.2%Added
Wasatch Advisors Inc4,099,825$145.0M0.96%+690,544+20.3%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office3,109,202$110.0M3.74%+434,050+16.2%Added
Morgan Stanley3,018,189$106.8M0.01%−516,695−14.6%Reduced
Gilder Gagnon Howe & Co LLC2,554,224$90.3M1.08%+42,814+1.7%Added
12 West Capital Management LP2,287,770$80.9M13.66%−75,000−3.2%Reduced
Principal Financial Group Inc1,865,059$66.0M0.04%+1,865,059New
Kayne Anderson Rudnick Investment Management LLC1,668,895$59.0M0.17%+1,023,154+158.4%Added
Route One Investment Company, L.P.1,529,296$54.1M2.37%+144,100+10.4%Added
Ameriprise Financial Inc1,159,829$41.0M0.01%−46,096−3.8%Reduced
Capital International Inc1,101,085$38.9M0.30%+78,771+7.7%Added
Teacher Retirement System of Texas1,100,495$38.9M0.16%00.0%Unchanged
Grandeur Peak Global Advisors, LLC1,030,530$36.4M8.54%−278,197−21.3%Reduced
Point72 Asset Management, L.P.876,198$31.0M0.05%+876,198New
SEI Investments Co748,627$26.5M0.02%+72,646+10.7%Added
Engle Capital Management, L.P.715,000$25.3M8.62%−35,000−4.7%Reduced
Crow's Nest Holdings LP550,000$19.5M4.55%+50,000+10.0%Added
USS Investment Management Ltd511,932$18.1M0.08%00.0%Unchanged
Bronte Capital Management Pty Ltd.487,550$17.2M1.83%+93,392+23.7%Added
Ancient Art, L.P.451,497$16.0M3.48%+59,860+15.3%Added
Nuveen, LLC448,819$15.9M0.00%+10,769+2.5%Added
UBS Group AG438,211$15.5M0.00%+72,770+19.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys371,642$13.1M0.07%+145,412+64.3%Added
Bank of America Corp370,412$13.1M0.00%−372,872−50.2%Reduced
Citigroup Inc354,184$12.5M0.01%−38,855−9.9%Reduced
Marshall Wace, LLP280,850$9.93M0.01%−186,614−39.9%Reduced
Greenoaks Capital Partners LLC279,720$9.89M0.43%00.0%Unchanged
BNP Paribas Arbitrage, SA269,400$9.53M0.01%+113,374+72.7%Added
Banco Bilbao Vizcaya Argentaria, S.A.254,945$8.97M0.06%+254,945New
Bank of New York Mellon Corp234,767$8.30M0.00%+16,370+7.5%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main220,985$7.82M0.01%+52,861+31.4%Added
HRT Financial LP216,244$7.65M0.02%+183,834+567.2%Added
White Oak Capital Partners Pte. Ltd.201,528$6.92M2.63%+58,328+40.7%Added
Baillie Gifford & Co194,851$6.89M0.01%00.0%Unchanged
Millennium Management LLC172,657$6.11M0.00%−605,956−77.8%Reduced
Driehaus Capital Management LLC170,200$6.02M0.04%−9,771−5.4%Reduced
Thornburg Investment Management Inc169,676$6.00M0.06%−17,426−9.3%Reduced
Mitsubishi UFJ Trust & Banking Corp163,117$5.77M0.01%+163,117New
William Blair Investment Management, LLC147,358$5.21M0.02%−595,291−80.2%Reduced
Hodges Capital Management Inc.140,820$4.98M0.41%+140,820New
Teachers Retirement System of the State of Kentucky138,530$4.90M0.04%+94,900+217.5%Added
Capital International Sarl133,065$4.71M0.08%+4,592+3.6%Added
Tudor Investment Corp Et Al125,489$4.44M0.02%+37,085+41.9%Added
Ninety One UK Ltd122,329$4.33M0.01%+122,329New
Carmignac Gestion106,965$3.78M0.06%+106,965New
Ghisallo Capital Management LLC100,000$3.54M0.10%00.0%Unchanged
Wells Fargo & Company95,400$3.37M0.00%+94,115+7,324.1%Added
Atika Capital Management LLC95,218$3.37M0.53%−47,064−33.1%Reduced
Dodge & Cox90,700$3.21M0.00%+90,700New
Van Eck Associates Corp73,320$2.59M0.00%−2,225−2.9%Reduced
Immersion Capital LLP69,700$2.47M3.92%+18,000+34.8%Added
Invesco Ltd.67,848$2.40M0.00%+67,848New
Lazard Asset Management LLC63,744$2.25M0.00%+7,032+12.4%Added
Gsa Capital Partners LLP60,438$2.14M0.13%−3,402−5.3%Reduced
Gabelli Funds LLC59,000$2.09M0.01%00.0%Unchanged
Goldman Sachs Group Inc58,713$2.08M0.00%−300,692−83.7%Reduced
Militia Capital Management LLC49,011$1.73M0.39%+49,011New
Deltec Asset Management LLC48,881$1.73M0.32%+4,381+9.8%Added
Neuberger Berman Group LLC48,189$1.69M0.00%−1,447−2.9%Reduced
Jump Financial, LLC44,700$1.58M0.02%+44,700New
VELA Investment Management, LLC39,100$1.38M0.36%−4,000−9.3%Reduced
XTX Topco Ltd38,556$1.36M0.02%+24,692+178.1%Added
Mariner, LLC37,451$1.32M0.00%+8,654+30.1%Added
Mirabella Financial Services LLP35,440$1.25M0.12%+2,814+8.6%Added
LB Partners LLC35,000$1.24M1.11%+35,000New
Envestnet Asset Management Inc29,665$1.05M0.00%+29,665New
Altfest L J & Co Inc25,584$904.9K0.10%+25,584New
Susquehanna Portfolio Strategies, LLC25,259$893.4K0.01%+25,259New
Brinker Capital Investments, LLC25,230$892.4K0.01%−124−0.5%Reduced
J.Safra Asset Management Corp25,134$889.0K0.05%+3,163+14.4%Added
Susquehanna International Group, LLP22,754$804.8K0.00%+12,920+131.4%Added
Harbour Capital Advisors, LLC18,725$732.9K0.14%+175+0.9%Added
Raymond James Financial Inc18,403$650.9K0.00%+18,403New
Toroso Investments, LLC18,324$648.1K0.00%+18,324New
Daiwa Securities Group Inc.16,979$600.5K0.00%+16,979New
Stifel Financial Corp15,712$555.7K0.00%+15,712New
Mission Creek Capital Partners, Inc.15,477$547.4K0.11%+4,369+39.3%Added
Squarepoint Ops LLC15,318$541.8K0.00%+15,318New
Centiva Capital, LP14,378$508.6K0.02%+14,378New
Savant Capital, LLC13,762$486.8K0.00%+1,222+9.7%Added
State of Wyoming13,640$482.4K0.06%+9,487+228.4%Added
Balyasny Asset Management LLC12,533$443.3K0.00%−7,906−38.7%Reduced
Royal Bank of Canada11,415$404.0K0.00%+1,874+19.6%Added
Shay Capital LLC10,860$384.1K0.05%−4,390−28.8%Reduced
Inspire Advisors, LLC10,068$356.1K0.03%−2,048−16.9%Reduced
Ronald Blue Trust, Inc.10,025$354.5K0.00%−621−5.8%Reduced
Verition Fund Management LLC9,934$351.4K0.00%−75,489−88.4%Reduced
Numerai GP LLC9,637$340.9K0.03%+9,637New
Entropy Technologies, LP8,902$314.9K0.01%−3,337−27.3%Reduced
Diametric Capital, LP6,861$242.7K0.06%+6,861New
AdvisorNet Financial, Inc6,289$222.4K0.01%+110+1.8%Added
Jones Financial Companies LLLP5,945$203.9K0.00%+1,881+46.3%Added
Simplex Trading, LLC5,676$200.8K0.01%−1,288−18.5%Reduced
Barclays PLC5,553$196.4K0.00%+5,553New
Toronto Dominion Bank5,000$177.0K0.00%00.0%Unchanged
BlackRock, Inc.2,934$103.8K0.00%−909,710−99.7%Reduced
National Bank of Canada2,473$87.3K0.00%+2,073+518.3%Added