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, Q3 2023

Institutional positions in Turning Point Brands, Inc. as of Sep 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
117
+5 vs. Q2 2023
Shares held
14.5M
−398.0K (−2.7%) vs. Q2 2023
Total value
$335.7M
−$21.4M (−6.0%) vs. Q2 2023
New holders
15
43 more added
Sold out
10
36 more reduced

Compare with Q2 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 holdersQ3 2023: 117 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 heldQ3 2023: $335.7M
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, Q3 2023

Shares, value and share of portfolio for each institution holding Turning Point Brands, Inc.; share changes are against Q2 2023.

Institutions holding TPB in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Thrivent Financial for Lutherans1,933,949$44.7M0.11%+25,280+1.3%Added
BlackRock Inc.1,558,230$36.0M0.00%+48,304+3.2%Added
Vanguard Group Inc1,314,680$30.4M0.00%+55,829+4.4%Added
ArrowMark Colorado Holdings LLC1,222,801$28.2M0.34%−24,683−2.0%Reduced
American Century Companies Inc886,524$20.5M0.02%+51,131+6.1%Added
Mangrove Partners855,723$19.8M2.03%00.0%Unchanged
Dimensional Fund Advisors LP459,258$10.6M0.00%−19,516−4.1%Reduced
Geode Capital Management, LLC339,420$7.84M0.00%+28,446+9.1%Added
Morgan Stanley307,875$7.11M0.00%−28,043−8.3%Reduced
State Street Corp294,485$6.82M0.00%+14,807+5.3%Added
Bank of Montreal260,609$6.39M0.00%−30,667−10.5%Reduced
D. E. Shaw & Co., Inc.204,905$4.73M0.01%−9,379−4.4%Reduced
Assenagon Asset Management S.A.198,823$4.59M0.02%+128,645+183.3%Added
Putnam Investments LLC197,491$4.56M0.01%+10,544+5.6%Added
Penn Capital Management Co Inc196,105$4.53M0.46%−16,313−7.7%Reduced
Aristides Capital LLC190,943$4.41M2.94%+32,877+20.8%Added
Foundry Partners, LLC189,475$4.37M0.27%+19,735+11.6%Added
Renaissance Technologies LLC187,097$4.32M0.01%+40,345+27.5%Added
Nuveen Asset Management, LLC178,979$4.13M0.00%+44,921+33.5%Added
Bank of New York Mellon Corp160,902$3.72M0.00%−20.0%Reduced
Crawford Investment Counsel Inc159,032$3.67M0.08%−2,575−1.6%Reduced
Northern Trust Corp151,896$3.51M0.00%+4,767+3.2%Added
Western Standard LLC147,094$3.40M3.07%00.0%Unchanged
JPMorgan Chase & Co142,094$3.28M0.00%+13,218+10.3%Added
Prudential Financial Inc140,300$3.24M0.01%+63,500+82.7%Added
Marshall Wace, LLP134,137$3.10M0.01%−33,767−20.1%Reduced
Charles Schwab Investment Management Inc132,535$3.06M0.00%+13,520+11.4%Added
Algert Global LLC117,091$2.70M0.13%−11,510−9.0%Reduced
Epacria Capital Partners, LLC108,200$2.50M2.07%−9,380−8.0%Reduced
AQR Capital Management LLC106,097$2.45M0.01%−7,559−6.7%Reduced
LSV Asset Management106,000$2.45M0.01%00.0%Unchanged
Teacher Retirement System of Texas105,827$2.44M0.02%+2,351+2.3%Added
SEI Investments Co102,828$2.37M0.00%+11,301+12.3%Added
Goldman Sachs Group Inc91,014$2.10M0.00%−2,039−2.2%Reduced
Boothbay Fund Management, LLC89,405$2.06M0.07%−118,977−57.1%Reduced
DCF Advisers, LLC83,500$1.93M1.34%00.0%Unchanged
M&T Bank Corp82,568$1.91M0.01%+5,234+6.8%Added
Bank of America Corp78,325$1.81M0.00%+5,966+8.2%Added
Millennium Management LLC73,696$1.70M0.00%−139,708−65.5%Reduced
Standard General L.P.66,346$1.53M1.00%00.0%Unchanged
First Financial Bank - Trust Division63,289$1.46M0.16%00.0%Unchanged
Squarepoint Ops LLC53,466$1.23M0.01%−5,631−9.5%Reduced
Parthenon LLC51,770$1.20M0.18%00.0%Unchanged
Man Group plc–$1.16M0.00%––
Invesco Ltd.46,013$1.06M0.00%+7,965+20.9%Added
Federated Hermes, Inc.45,750$1.06M0.00%−20,002−30.4%Reduced
Citadel Advisors LLC45,715$1.06M0.00%−23,334−33.8%Reduced
Gsa Capital Partners LLP40,681$939.0K0.08%+16,627+69.1%Added
HSBC Holdings PLC39,918$923.3K0.00%+2,066+5.5%Added
Swiss National Bank38,300$884.3K0.00%00.0%Unchanged
FMR LLC33,089$764.0K0.00%+1,537+4.9%Added
BNP Paribas Arbitrage, SA31,289$722.5K0.00%+10,549+50.9%Added
State of Wisconsin Investment Board28,245$652.2K0.00%−3,245−10.3%Reduced
Cubist Systematic Strategies, LLC27,951$645.4K0.01%+12,024+75.5%Added
Barclays PLC25,542$589.8K0.00%−42,628−62.5%Reduced
Jane Street Group, LLC24,309$561.3K0.00%+24,309New
ExodusPoint Capital Management, LP23,397$540.0K0.01%+2,191+10.3%Added
Rhumbline Advisers23,162$534.8K0.00%+1,224+5.6%Added
Stratos Wealth Partners, LTD.22,400$517.2K0.01%−7,800−25.8%Reduced
Voya Investment Management LLC22,269$514.2K0.00%+100+0.5%Added
Citigroup Inc22,126$510.9K0.00%+6,410+40.8%Added
Cambria Investment Management, L.P.20,300$468.7K0.04%00.0%Unchanged
Jacobs Levy Equity Management, Inc18,787$433.8K0.00%−11,066−37.1%Reduced
Diametric Capital, LP18,222$420.7K0.18%−3,006−14.2%Reduced
UBS Group AG17,910$413.5K0.00%+1,937+12.1%Added
Trexquant Investment LP15,589$359.9K0.01%−13,674−46.7%Reduced
AdvisorShares Investments LLC14,960$345.4K0.09%−4,666−23.8%Reduced
Quadrature Capital Ltd14,899$344.0K0.01%+1,026+7.4%Added
Petrus Trust Company, LTA14,686$339.1K0.04%−4,376−23.0%Reduced
Franklin Resources Inc14,166$327.1K0.00%+14,166New
Legal & General Group Plc13,818$319.1K0.00%+1,991+16.8%Added
Credit Suisse AG13,669$315.6K0.00%+914+7.2%Added
Russell Investments Group, Ltd.13,494$311.6K0.00%−1,505−10.0%Reduced
SG Americas Securities, LLC13,082$302.0K0.00%−2,930−18.3%Reduced
Jump Financial, LLC12,832$296.3K0.01%+12,832New
Walleye Capital LLC12,247$282.8K0.00%+12,247New
Price T Rowe Associates Inc11,628$269.0K0.00%+11,628New
Alliancebernstein L.P.11,540$266.5K0.00%−200−1.7%Reduced
Cornercap Investment Counsel Inc11,316$261.3K0.05%−129−1.1%Reduced
Occudo Quantitative Strategies LP11,110$256.5K0.03%−7,247−39.5%Reduced
HRT Financial LP11,036$254.0K0.00%+11,036New
Qube Research & Technologies Ltd10,662$246.2K0.00%+10,662New
Linden Thomas Advisory Services, LLC9,921$229.1K0.05%+1,279+14.8%Added
MetLife Investment Management8,903$205.6K0.00%00.0%Unchanged
Mackenzie Financial Corp9,102$204.3K0.00%+9,102New
XTX Topco Ltd8,847$204.3K0.03%+8,847New
Prelude Capital Management, LLC8,756$202.2K0.02%+8,756New
Graham Capital Management, L.P.8,726$201.5K0.01%+8,726New
American International Group, Inc.8,550$197.4K0.00%+303+3.7%Added
Deutsche Bank AG8,069$186.3K0.00%−20,357−71.6%Reduced
New York State Common Retirement Fund6,900$159.3K0.00%00.0%Unchanged
Engine Capital Management, LP6,212$143.4K0.03%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)3,911$90.3K0.00%00.0%Unchanged
Wells Fargo & Company3,431$79.2K0.00%−3,706−51.9%Reduced
Aquatic Capital Management LLC3,300$76.0K0.00%+3,300New
State of Wyoming3,057$70.6K0.02%+3,057New
Amalgamated Bank2,499$58.0K0.00%00.0%Unchanged
Royal Bank of Canada2,346$55.0K0.00%+929+65.6%Added
Lazard Asset Management LLC1,538$35.0K0.00%+382+33.0%Added
Ameritas Investment Partners, Inc.1,415$32.7K0.00%00.0%Unchanged