Skip to main content

Turning Point Brands, Inc.

TPB
Exchange
NYSE
Industry
Tobacco Products
SEC CIK
0001290677

No open-market purchases or sales by Turning Point Brands, Inc. insiders were filed in the last 90 days; 230 institutions reported holding it in 13F filings for Q2 2026, worth $1.70B in total; Maverick Capital is the only superinvestor holding it.

13F holders, Q2 2023

Institutional positions in Turning Point Brands, Inc. as of Jun 30, 2023. 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
112
+3 vs. Q1 2023
Shares held
14.9M
−1.18M (−7.3%) vs. Q1 2023
Total value
$357.1M
+$17.9M (+5.3%) vs. Q1 2023
New holders
17
47 more added
Sold out
14
32 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TPB 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 holdersQ2 2023: 112 institutions
Q1 2021: 141 institutionsQ2 2021: 131 institutionsQ3 2021: 139 institutionsQ4 2021: 130 institutionsQ1 2022: 133 institutionsQ2 2022: 122 institutionsQ3 2022: 108 institutionsQ4 2022: 114 institutionsQ1 2023: 110 institutionsQ2 2023: 112 institutionsQ3 2023: 117 institutionsQ4 2023: 119 institutionsQ1 2024: 133 institutionsQ2 2024: 149 institutionsQ3 2024: 165 institutionsQ4 2024: 201 institutionsQ1 2025: 207 institutionsQ2 2025: 208 institutionsQ3 2025: 226 institutionsQ4 2025: 248 institutionsQ1 2026: 240 institutionsQ2 2026: 230 institutions
Value heldQ2 2023: $357.1M
Q1 2021: $894.9MQ2 2021: $726.4MQ3 2021: $754.7MQ4 2021: $599.4MQ1 2022: $524.0MQ2 2022: $420.8MQ3 2022: $333.4MQ4 2022: $340.4MQ1 2023: $340.3MQ2 2023: $357.1MQ3 2023: $335.7MQ4 2023: $413.2MQ1 2024: $425.5MQ2 2024: $468.4MQ3 2024: $620.4MQ4 2024: $890.9MQ1 2025: $921.2MQ2 2025: $1.28BQ3 2025: $1.81BQ4 2025: $2.00BQ1 2026: $1.61BQ2 2026: $1.70B
Institutions holding TPB and their total value by quarter
QuarterHoldersValue
Q2 2026230$1.70B
Q1 2026240$1.61B
Q4 2025248$2.00B
Q3 2025226$1.81B
Q2 2025208$1.28B
Q1 2025207$921.2M
Q4 2024201$890.9M
Q3 2024165$620.4M
Q2 2024149$468.4M
Q1 2024133$425.5M
Q4 2023119$413.2M
Q3 2023117$335.7M
Q2 2023112$357.1M
Q1 2023110$340.3M
Q4 2022114$340.4M
Q3 2022108$333.4M
Q2 2022122$420.8M
Q1 2022133$524.0M
Q4 2021130$599.4M
Q3 2021139$754.7M
Q2 2021131$726.4M
Q1 2021141$894.9M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Turning Point Brands, Inc.; share changes are against Q1 2023.

Institutions holding TPB in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC13$00.00%+13New
Nisa Investment Advisors, LLC11$2640.00%00.0%Unchanged
Farther Finance Advisors, LLC14$3360.00%00.0%Unchanged
TSFG, LLC62$1.00K0.00%+1+1.6%Added
Rise Advisors, LLC51$1.22K0.00%00.0%Unchanged
US Bancorp53$1.27K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.201$4.83K0.00%−275−57.8%Reduced
Huntington National Bank226$5.43K0.00%+117+107.3%Added
Covestor Ltd302$7.00K0.01%+265+716.2%Added
Point72 Asset Management, L.P.352$8.46K0.00%+352New
Tower Research Capital LLC (TRC)455$10.9K0.00%−419−47.9%Reduced
Oakworth Capital, Inc.500$12.0K0.00%00.0%Unchanged
ORG Partners LLC513$12.2K0.00%+513New
The PNC Financial Services Group, Inc.537$12.9K0.00%+537New
Simplex Trading, LLC671$16.0K0.00%+671New
Great West Life Assurance Co728$18.0K0.00%00.0%Unchanged
Proequities, Inc.832$20.0K0.00%+832New
Metropolitan Life Insurance Co835$20.0K0.00%+835New
Lazard Asset Management LLC1,156$27.0K0.00%00.0%Unchanged
Copeland Capital Management, LLC1,357$32.6K0.00%−330−19.6%Reduced
Ameritas Investment Partners, Inc.1,415$34.0K0.00%+404+40.0%Added
Royal Bank of Canada1,417$35.0K0.00%−1,119−44.1%Reduced
Amalgamated Bank2,499$60.0K0.00%+449+21.9%Added
Parallax Volatility Advisers, L.P.3,230$77.6K0.00%−3,496−52.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)3,911$93.9K0.00%00.0%Unchanged
Engine Capital Management, LP6,212$149.0K0.04%+6,212New
Quantbot Technologies LP6,654$159.8K0.01%+6,654New
New York State Common Retirement Fund6,900$165.7K0.00%00.0%Unchanged
Wells Fargo & Company7,137$171.4K0.00%+4,256+147.7%Added
American International Group, Inc.8,247$198.0K0.00%+1,103+15.4%Added
Linden Thomas Advisory Services, LLC8,642$207.5K0.05%+8,642New
MetLife Investment Management8,903$213.8K0.00%00.0%Unchanged
Cornercap Investment Counsel Inc11,445$274.8K0.05%−189−1.6%Reduced
Alliancebernstein L.P.11,740$281.9K0.00%+1,540+15.1%Added
Legal & General Group Plc11,827$284.0K0.00%+5,676+92.3%Added
Credit Suisse AG12,755$306.2K0.00%−555−4.2%Reduced
Quadrature Capital Ltd13,873$333.6K0.01%+13,873New
Russell Investments Group, Ltd.14,999$360.1K0.00%+5,598+59.5%Added
Citigroup Inc15,716$377.3K0.00%+10,110+180.3%Added
Cubist Systematic Strategies, LLC15,927$382.4K0.00%−9,146−36.5%Reduced
UBS Group AG15,973$383.5K0.00%−859,892−98.2%Reduced
SG Americas Securities, LLC16,012$384.0K0.00%+7,749+93.8%Added
Occudo Quantitative Strategies LP18,357$440.8K0.05%+4,530+32.8%Added
Petrus Trust Company, LTA19,062$457.7K0.05%+6,209+48.3%Added
AdvisorShares Investments LLC19,626$471.2K0.13%−7,288−27.1%Reduced
Cambria Investment Management, L.P.20,300$487.4K0.04%−4,972−19.7%Reduced
BNP Paribas Arbitrage, SA20,740$498.0K0.00%−518−2.4%Reduced
ExodusPoint Capital Management, LP21,206$509.0K0.01%+21,206New
Diametric Capital, LP21,228$509.7K0.23%+6,116+40.5%Added
Rhumbline Advisers21,938$526.7K0.00%+2,152+10.9%Added
Voya Investment Management LLC22,169$532.3K0.00%+1,135+5.4%Added
Gsa Capital Partners LLP24,054$578.0K0.06%+24,054New
Deutsche Bank AG28,426$682.5K0.00%+19,399+214.9%Added
Trexquant Investment LP29,263$702.6K0.02%−2,374−7.5%Reduced
Jacobs Levy Equity Management, Inc29,853$716.8K0.00%+9,120+44.0%Added
Stratos Wealth Partners, LTD.30,200$725.1K0.02%00.0%Unchanged
State of Wisconsin Investment Board31,490$756.1K0.00%−491−1.5%Reduced
FMR LLC31,552$757.6K0.00%−343,531−91.6%Reduced
Tudor Investment Corp Et Al32,851$788.8K0.01%−11,009−25.1%Reduced
HSBC Holdings PLC37,852$910.0K0.00%+19,354+104.6%Added
Invesco Ltd.38,048$913.5K0.00%−149−0.4%Reduced
Swiss National Bank38,300$919.6K0.00%+6,100+18.9%Added
Man Group plc39,002$936.4K0.00%––
Parthenon LLC51,770$1.24M0.18%00.0%Unchanged
Squarepoint Ops LLC59,097$1.42M0.01%+28,829+95.2%Added
Vident Investment Advisory, LLC63,246$1.52M0.05%+11,141+21.4%Added
First Financial Bank - Trust Division63,289$1.52M0.16%+8,401+15.3%Added
Federated Hermes, Inc.65,752$1.58M0.00%−23,762−26.5%Reduced
Standard General L.P.66,346$1.59M0.85%00.0%Unchanged
Barclays PLC68,170$1.64M0.00%−2,110−3.0%Reduced
Citadel Advisors LLC69,049$1.66M0.00%−129,647−65.2%Reduced
Assenagon Asset Management S.A.70,178$1.68M0.01%−40,943−36.8%Reduced
Bank of America Corp72,359$1.74M0.00%+24,432+51.0%Added
Prudential Financial Inc76,800$1.84M0.00%+42,840+126.1%Added
M&T Bank Corp77,334$1.86M0.01%−5,116−6.2%Reduced
DCF Advisers, LLC83,500$2.00M1.38%––
SEI Investments Co91,527$2.20M0.00%+91,527New
Goldman Sachs Group Inc93,053$2.23M0.00%−7,190−7.2%Reduced
Teacher Retirement System of Texas103,476$2.48M0.02%−878−0.8%Reduced
LSV Asset Management106,000$2.54M0.01%+62,200+142.0%Added
AQR Capital Management LLC113,656$2.73M0.01%−4,855−4.1%Reduced
Epacria Capital Partners, LLC117,580$2.82M2.31%−200−0.2%Reduced
Charles Schwab Investment Management Inc119,015$2.86M0.00%+6,684+6.0%Added
Algert Global LLC128,601$3.09M0.13%+630+0.5%Added
JPMorgan Chase & Co128,876$3.09M0.00%−127,059−49.6%Reduced
Nuveen Asset Management, LLC134,058$3.22M0.00%+78,776+142.5%Added
Renaissance Technologies LLC146,752$3.52M0.01%+17,800+13.8%Added
Western Standard LLC147,094$3.53M3.07%+147,094New
Northern Trust Corp147,129$3.53M0.00%+17,150+13.2%Added
Aristides Capital LLC158,066$3.80M2.25%+90,220+133.0%Added
Bank of New York Mellon Corp160,904$3.86M0.00%+2,040+1.3%Added
Crawford Investment Counsel Inc161,607$3.88M0.08%+9,550+6.3%Added
Marshall Wace, LLP167,904$4.03M0.01%−114,220−40.5%Reduced
Foundry Partners, LLC169,740$4.08M0.25%+169,740New
Putnam Investments LLC186,947$4.49M0.01%+16,707+9.8%Added
B. Riley Asset Management, LLC194,372$4.67M1.71%−90,822−31.8%Reduced
Boothbay Fund Management, LLC208,382$5.00M0.17%+4,896+2.4%Added
Penn Capital Management Co Inc212,418$5.10M0.50%+34,419+19.3%Added
Millennium Management LLC213,404$5.12M0.01%−413,971−66.0%Reduced
D. E. Shaw & Co., Inc.214,284$5.14M0.01%+24,925+13.2%Added