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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, Q2 2024

Institutional positions in Turning Point Brands, Inc. as of Jun 30, 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
149
+17 vs. Q1 2024
Shares held
14.6M
+90.7K (+0.6%) vs. Q1 2024
Total value
$468.4M
+$43.4M (+10.2%) vs. Q1 2024
New holders
29
57 more added
Sold out
12
49 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 149 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 2024: $468.4M
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 2024

Shares, value and share of portfolio for each institution holding Turning Point Brands, Inc.; share changes are against Q1 2024.

Institutions holding TPB in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc40,611$1.30M0.00%+3,172+8.5%Added
AQR Capital Management LLC40,867$1.31M0.00%+10,033+32.5%Added
HSBC Holdings PLC41,801$1.33M0.00%−13,650−24.6%Reduced
RBF Capital, LLC43,263$1.39M0.08%+5,263+13.9%Added
Invesco Ltd.44,786$1.44M0.00%−4,626−9.4%Reduced
Squarepoint Ops LLC50,469$1.62M0.01%−14,825−22.7%Reduced
Toroso Investments, LLC51,419$1.65M0.02%−5,263−9.3%Reduced
Parthenon LLC51,770$1.66M0.21%00.0%Unchanged
First Financial Bank - Trust Division55,792$1.79M0.18%−7,497−11.8%Reduced
Cubist Systematic Strategies, LLC56,868$1.82M0.03%−16,473−22.5%Reduced
Boothbay Fund Management, LLC58,729$1.88M0.06%−8,474−12.6%Reduced
Segall Bryant & Hamill, LLC62,072$1.99M0.04%+62,072New
JPMorgan Chase & Co66,715$2.14M0.00%+1,291+2.0%Added
Bank of America Corp71,520$2.30M0.00%−11,851−14.2%Reduced
DCF Advisers, LLC73,800$2.37M1.24%−9,700−11.6%Reduced
M&T Bank Corp84,168$2.70M0.01%−4,300−4.9%Reduced
Arrowstreet Capital, Limited Partnership86,296$2.77M0.00%+14,950+21.0%Added
SEI Investments Co96,622$3.10M0.00%−15,336−13.7%Reduced
Goldman Sachs Group Inc97,791$3.14M0.00%+3,804+4.0%Added
Mangrove Partners99,259$3.19M0.29%00.0%Unchanged
Nuveen Asset Management, LLC100,983$3.24M0.00%+62,810+164.5%Added
LSV Asset Management115,300$3.70M0.01%+9,300+8.8%Added
Prudential Financial Inc115,720$3.71M0.01%+11,200+10.7%Added
Algert Global LLC115,970$3.72M0.12%+4,388+3.9%Added
Marshall Wace, LLP119,954$3.85M0.01%+367+0.3%Added
Access Investment Management LLC121,385$3.90M1.27%+745+0.6%Added
Bank of New York Mellon Corp134,855$4.33M0.00%+6,519+5.1%Added
Charles Schwab Investment Management Inc142,839$4.58M0.00%+2,935+2.1%Added
Northern Trust Corp151,267$4.85M0.00%−4,581−2.9%Reduced
Federated Hermes, Inc.154,708$4.96M0.01%+109,983+245.9%Added
Crawford Investment Counsel Inc156,624$5.03M0.10%−3,210−2.0%Reduced
Bank of Montreal156,637$5.06M0.00%−10.0%Reduced
Franklin Resources Inc164,561$5.28M0.00%+1,209+0.7%Added
Millennium Management LLC178,367$5.72M0.00%+22,035+14.1%Added
Harspring Capital Management, LLC181,500$5.82M1.47%+21,500+13.4%Added
Aristides Capital LLC202,984$6.51M2.72%+12,041+6.3%Added
Foundry Partners, LLC214,453$6.88M0.37%−2,737−1.3%Reduced
D. E. Shaw & Co., Inc.235,679$7.56M0.01%+30,932+15.1%Added
Lord, Abbett & Co. LLC253,854$8.15M0.03%−1,455−0.6%Reduced
Renaissance Technologies LLC302,697$9.71M0.02%+52,800+21.1%Added
State Street Corp377,842$12.2M0.00%+21,317+6.0%Added
Geode Capital Management, LLC390,269$12.5M0.00%+14,719+3.9%Added
Dimensional Fund Advisors LP460,764$14.8M0.00%+4,600+1.0%Added
American Century Companies Inc835,244$26.8M0.02%−162,827−16.3%Reduced
ArrowMark Colorado Holdings LLC1,032,708$33.1M0.40%−145,052−12.3%Reduced
Morgan Stanley1,267,163$40.7M0.00%+49,825+4.1%Added
Thrivent Financial for Lutherans1,373,803$44.1M0.09%+2,371+0.2%Added
BlackRock Inc.1,530,094$49.1M0.00%−28,851−1.9%Reduced
Vanguard Group Inc1,562,192$50.1M0.00%+65,082+4.3%Added
Western Standard LLC0$00.00%−82,978−100.0%Sold out
Norges Bank0$00.00%−56,100−100.0%Sold out
Penn Capital Management Co Inc0$00.00%−34,773−100.0%Sold out
New York Life Investment Management LLC0$00.00%−12,416−100.0%Sold out
American International Group, Inc.0$00.00%−8,443−100.0%Sold out
Pekin Hardy Strauss, Inc.0$00.00%−7,050−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−4,300−100.0%Sold out
Engine Capital Management, LP0$00.00%−2,412−100.0%Sold out
Walleye Trading LLC0$00.00%−1,761−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−1,389−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−848−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−4−100.0%Sold out
Credit Suisse AG––––Not filed