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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, Q1 2024

Institutional positions in Turning Point Brands, Inc. as of Mar 31, 2024. 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
133
+15 vs. Q4 2023
Shares held
14.5M
−1.01M (−6.5%) vs. Q4 2023
Total value
$425.5M
+$16.7M (+4.1%) vs. Q4 2023
New holders
23
45 more added
Sold out
8
43 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 133 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 heldQ1 2024: $425.5M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Turning Point Brands, Inc.; share changes are against Q4 2023.

Institutions holding TPB in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital Advisors, Ltd. LLC13$00.00%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC4$1170.00%+4New
Massmutual Trust Co FSB10$2930.00%00.0%Unchanged
Nisa Investment Advisors, LLC11$3230.00%00.0%Unchanged
Farther Finance Advisors, LLC33$9610.00%+17+106.3%Added
Rise Advisors, LLC51$1.50K0.00%00.0%Unchanged
US Bancorp53$1.55K0.00%00.0%Unchanged
CWM, LLC131$4.00K0.00%+6+4.8%Added
Wolverine Asset Management LLC157$4.60K0.00%00.0%Unchanged
Huntington National Bank185$5.42K0.00%−19−9.3%Reduced
Advisor Group Holdings, Inc.205$6.01K0.00%−26−11.3%Reduced
Tower Research Capital LLC (TRC)458$13.4K0.00%−3,559−88.6%Reduced
Amalgamated Bank502$15.0K0.00%−1,848−78.6%Reduced
The PNC Financial Services Group, Inc.755$22.1K0.00%+231+44.1%Added
Metropolitan Life Insurance Co848$24.8K0.00%−258−23.3%Reduced
Royal Bank of Canada1,175$34.0K0.00%−3,318−73.8%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,191$34.9K0.01%+1,191New
Copeland Capital Management, LLC1,389$40.7K0.00%+21+1.5%Added
Ameritas Investment Partners, Inc.1,415$41.5K0.00%00.0%Unchanged
Point72 (DIFC) Ltd1,623$47.6K0.00%+1,623New
Lazard Asset Management LLC1,663$48.0K0.00%+1,663New
Walleye Trading LLC1,761$51.6K0.00%+1,761New
Allspring Global Investments Holdings, LLC2,190$64.2K0.00%+2,190New
Zurcher Kantonalbank (Zurich Cantonalbank)2,391$70.1K0.00%00.0%Unchanged
Engine Capital Management, LP2,412$70.7K0.01%−3,800−61.2%Reduced
Point72 Asset Management, L.P.3,000$87.9K0.00%+1,500+100.0%Added
Russell Investments Group, Ltd.4,015$117.6K0.00%−4,601−53.4%Reduced
Aquatic Capital Management LLC4,300$126.0K0.00%+4,300New
Wells Fargo & Company5,129$150.3K0.00%+688+15.5%Added
Quantbot Technologies LP5,250$153.8K0.01%+1,866+55.1%Added
New York State Common Retirement Fund6,900$202.2K0.00%00.0%Unchanged
Pekin Hardy Strauss, Inc.7,050$206.6K0.03%+7,050New
Comerica Bank7,656$224.3K0.00%+7,622+22,417.6%Added
Principal Financial Group Inc7,763$227.5K0.00%−752−8.8%Reduced
Diametric Capital, LP8,246$241.6K0.13%−9,280−52.9%Reduced
Walleye Capital LLC8,277$242.5K0.00%+8,277New
Quest Partners LLC8,301$243.2K0.04%+5,843+237.7%Added
American International Group, Inc.8,443$247.4K0.00%−73−0.9%Reduced
Sherbrooke Park Advisers LLC8,457$247.8K0.05%+8,457New
Deutsche Bank AG8,463$248.0K0.00%+685+8.8%Added
MetLife Investment Management8,903$260.9K0.00%00.0%Unchanged
Keystone Financial Group8,956$262.4K0.04%−1,099−10.9%Reduced
HRT Financial LP10,497$307.0K0.00%+480+4.8%Added
XTX Topco Ltd10,586$310.2K0.04%+10,586New
Martingale Asset Management L P10,657$312.3K0.01%+10,657New
FMR LLC10,758$315.2K0.00%−15,699−59.3%Reduced
Seizert Capital Partners, LLC10,866$318.4K0.01%00.0%Unchanged
Alliancebernstein L.P.12,300$360.4K0.00%+1,650+15.5%Added
New York Life Investment Management LLC12,416$363.8K0.00%+12,416New
Exchange Traded Concepts, LLC12,658$370.9K0.01%−3,359−21.0%Reduced
Price T Rowe Associates Inc12,637$371.0K0.00%+800+6.8%Added
Quadrature Capital Ltd12,884$377.4K0.01%+4,416+52.1%Added
Legal & General Group Plc13,157$385.5K0.00%+1,640+14.2%Added
Occudo Quantitative Strategies LP13,838$405.5K0.07%+4,924+55.2%Added
Man Group plc14,120$413.7K0.00%−29,167−67.4%Reduced
Petrus Trust Company, LTA14,195$415.9K0.04%−491−3.3%Reduced
Credit Suisse AG14,420$422.5K0.00%+751+5.5%Added
AdvisorShares Investments LLC15,381$450.7K0.08%+421+2.8%Added
Baader Bank INC16,526$484.2K0.04%+16,526New
Linden Thomas Advisory Services, LLC16,770$491.4K0.08%+4,190+33.3%Added
Jump Financial, LLC17,695$518.5K0.01%+6,548+58.7%Added
Cambria Investment Management, L.P.18,054$529.0K0.03%−1,094−5.7%Reduced
BNP Paribas Arbitrage, SA18,159$532.1K0.00%+1,159+6.8%Added
Jacobs Levy Equity Management, Inc18,305$536.3K0.00%00.0%Unchanged
Voya Investment Management LLC19,595$574.1K0.00%−1,550−7.3%Reduced
Barclays PLC20,456$599.4K0.00%−18,486−47.5%Reduced
Corsair Capital Management, L.P.20,552$602.2K0.17%+20,552New
Stratos Wealth Partners, LTD.22,400$656.3K0.01%00.0%Unchanged
UBS Group AG22,836$669.1K0.00%−925−3.9%Reduced
Stifel Financial Corp22,885$670.5K0.00%+22,885New
Rhumbline Advisers23,642$692.7K0.00%+623+2.7%Added
State of Wisconsin Investment Board23,893$700.1K0.00%−2,275−8.7%Reduced
Teacher Retirement System of Texas25,024$733.0K0.00%−23,226−48.1%Reduced
Two Sigma Investments, LP26,056$763.4K0.00%+6,571+33.7%Added
Standard General L.P.26,346$771.9K0.49%−40,000−60.3%Reduced
Wedge Capital Management L L P29,252$857.1K0.01%+29,252New
AQR Capital Management LLC30,834$903.4K0.00%−42,563−58.0%Reduced
Boston Partners32,909$964.2K0.00%+32,909New
Swiss National Bank34,700$1.02M0.00%00.0%Unchanged
Penn Capital Management Co Inc34,773$1.02M0.09%−144,080−80.6%Reduced
Citigroup Inc37,439$1.10M0.00%+10,420+38.6%Added
RBF Capital, LLC38,000$1.11M0.06%+38,000New
Nuveen Asset Management, LLC38,173$1.12M0.00%−7,990−17.3%Reduced
Qube Research & Technologies Ltd43,018$1.26M0.00%+27,643+179.8%Added
Federated Hermes, Inc.44,725$1.31M0.00%+962+2.2%Added
Invesco Ltd.49,412$1.45M0.00%+2,169+4.6%Added
Parthenon LLC51,770$1.52M0.19%00.0%Unchanged
Gsa Capital Partners LLP54,177$1.59M0.13%+54,177New
HSBC Holdings PLC55,451$1.62M0.00%+11,287+25.6%Added
Norges Bank56,100$1.64M0.00%00.0%Unchanged
Toroso Investments, LLC56,682$1.66M0.03%+56,682New
First Financial Bank - Trust Division63,289$1.85M0.18%00.0%Unchanged
Squarepoint Ops LLC65,294$1.91M0.01%+1,527+2.4%Added
JPMorgan Chase & Co65,424$1.92M0.00%−76,808−54.0%Reduced
Boothbay Fund Management, LLC67,203$1.97M0.06%−12,836−16.0%Reduced
Arrowstreet Capital, Limited Partnership71,346$2.09M0.00%+71,346New
Cubist Systematic Strategies, LLC73,341$2.15M0.02%+50,869+226.4%Added
Western Standard LLC82,978$2.43M2.29%−65,012−43.9%Reduced
Bank of America Corp83,371$2.44M0.00%−4,724−5.4%Reduced
DCF Advisers, LLC83,500$2.45M1.48%00.0%Unchanged