DaveManuel.com · Institutional Ownership · Who Owns It
BBB Foods Inc (TBBB)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
166
Reporting holders
$3.0B
Reported value
0.1%
Calls
0.0%
Puts
+37
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Capital International Investors | $313.6M | 7,526,848 | 0.06% | 10q | +77.5%+$136.9M |
| FMR LLC | $307.1M | 7,370,057 | 0.01% | 10q | +18.8%+$48.6M |
| Orbis Allan Gray Ltd | $280.6M | 6,735,036 | 0.96% | 3q | +19.3%+$45.4M |
| Capital Research Global Investors | $226.0M | 5,422,899 | 0.03% | 8q | -7.2%-$17.6M |
| WASATCH ADVISORS LP | $176.7M | 4,239,474 | 1.16% | 6q | +3.4%+$5.8M |
| MORGAN STANLEY | $165.7M | 3,977,125 | 0.01% | 10q | +31.8%+$40.0M |
| Duquesne Family Office LLC | $120.9M | 2,901,733 | 2.32% | 5q | -6.7%-$8.6M |
| GILDER GAGNON HOWE & CO LLC | $104.9M | 2,517,615 | 1.08% | 10q | -1.4%-$1.5M |
| Route One Investment Company, L.P. | $92.7M | 2,224,201 | 3.72% | 4q | +45.4%+$29.0M |
| PRINCIPAL FINANCIAL GROUP INC | $86.3M | 2,070,499 | 0.04% | 2q | +11.0%+$8.6M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $77.3M | 1,854,584 | 0.24% | 9q | +11.1%+$7.7M |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $71.6M | 1,718,495 | 0.19% | 10q | +56.2%+$25.8M |
| 12 West Capital Management LP | $71.6M | 1,717,770 | 13.39% | 7q | -24.9%-$23.8M |
| GOLDMAN SACHS GROUP INC | $56.5M | 1,354,816 | 0.00% | 9q | +2207.5%+$54.0M |
| AMERIPRISE FINANCIAL INC | $47.7M | 1,144,253 | 0.01% | 10q | -1.3%-$649.0K |
| Capital International, Inc./CA/ | $46.4M | 1,114,281 | 0.33% | 10q | +1.2%+$549.9K |
| Engle Capital Management, L.P. | $32.3M | 775,574 | 8.88% | 10q | +8.5%+$2.5M |
| SEI INVESTMENTS CO | $30.9M | 742,678 | 0.03% | 10q | -0.8%-$247.9K |
| Nuveen, LLC | $29.8M | 715,199 | 0.01% | 3q | +59.4%+$11.1M |
| Point72 Asset Management, L.P. | $29.1M | 698,172 | 0.03% | 2q | -20.3%-$7.4M |
| Carmignac Gestion | $27.9M | 670,106 | 0.36% | 2q | +526.5%+$23.5M |
| Grandeur Peak Global Advisors, LLC | $22.6M | 543,399 | 5.24% | 9q | -47.3%-$20.3M |
| Bronte Capital Management Pty Ltd. | $22.2M | 533,151 | 2.39% | 3q | +9.4%+$1.9M |
| JANE STREET GROUP, LLC | $21.8M incl. $1.8M options CALL | 482,140 | 0.00% | new | NEW |
| USS Investment Management Ltd | $21.4M | 511,932 | 0.08% | 9q | HELD |
| Ancient Art, L.P. | $18.8M | 451,497 | 3.84% | 4q | HELD |
| PRICE T ROWE ASSOCIATES INC /MD/ | $18.2M | 437,914 | 0.00% | new | NEW |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $17.2M | 413,908 | 0.08% | 6q | +11.4%+$1.8M |
| HRT FINANCIAL LP | $16.7M | 400,085 | 0.03% | 3q | +85.0%+$7.7M |
| Crow's Nest Holdings LP | $15.8M | 380,000 | 4.79% | 3q | -30.9%-$7.1M |
| UBS Group AG | $14.4M | 346,243 | 0.00% | 9q | -21.0%-$3.8M |
| TUDOR INVESTMENT CORP ET AL | $14.0M | 336,799 | 0.02% | 3q | +168.4%+$8.8M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $13.0M | 313,519 | 0.08% | 2q | +23.0%+$2.4M |
| Ghisallo Capital Management LLC | $12.8M | 307,618 | 0.25% | 10q | +207.6%+$8.7M |
| BANK OF AMERICA CORP /DE/ | $12.7M | 305,771 | 0.00% | 10q | -17.5%-$2.7M |
| Burkehill Global Management, LP | $11.5M | 275,000 | 0.41% | new | NEW |
| THORNBURG INVESTMENT MANAGEMENT INC | $11.4M | 273,003 | 0.11% | 10q | +60.9%+$4.3M |
| Driehaus Capital Management LLC | $11.1M | 265,412 | 0.06% | 9q | +55.9%+$4.0M |
| Ashoka WhiteOak Capital Pte Ltd | $10.9M | 262,488 | 2.56% | 7q | +30.2%+$2.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $10.6M | 255,111 | 0.01% | new | NEW |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $10.6M | 253,980 | 0.01% | 7q | +14.9%+$1.4M |
| Atika Capital Management LLC | $10.4M | 250,000 | 0.68% | 10q | +162.6%+$6.4M |
| MILLENNIUM MANAGEMENT LLC | $10.0M | 240,356 | 0.00% | 10q | +39.2%+$2.8M |
| Mitsubishi UFJ Trust & Banking Corp | $9.9M | 236,613 | 0.02% | 2q | +45.1%+$3.1M |
| DNB Asset Management AS | $9.9M | 236,314 | 0.03% | new | NEW |
| Itau Unibanco Holding S.A. | $9.5M | 230,515 | 0.18% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $9.1M | 218,990 | 0.00% | 9q | -18.7%-$2.1M |
| Mawer Investment Management Ltd. | $8.9M | 212,570 | 0.06% | new | NEW |
| MARSHALL WACE, LLP | $8.2M | 196,467 | 0.01% | 6q | -30.0%-$3.5M |
| BAILLIE GIFFORD & CO | $8.1M | 194,881 | 0.01% | 5q | HELD |
| Fiera Capital Corp | $7.6M | 181,644 | 0.03% | new | NEW |
| Hound Partners, LLC | $7.3M | 174,242 | 0.84% | new | NEW |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $7.2M | 173,348 | 0.06% | new | NEW |
| Bayberry Capital Partners LP | $7.0M | 168,500 | 2.42% | new | NEW |
| CAPITAL INTERNATIONAL SARL | $6.9M | 164,914 | 0.10% | 10q | +23.9%+$1.3M |
| Bank of New York Mellon Corp | $6.7M | 159,903 | 0.00% | 3q | -31.9%-$3.1M |
| VAN ECK ASSOCIATES CORP | $6.4M | 154,597 | 0.00% | 10q | +110.9%+$3.4M |
| SEVEN GRAND MANAGERS, LLC | $6.3M | 150,000 | 0.25% | new | NEW |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $5.9M | 142,226 | 0.02% | 10q | -3.5%-$213.9K |
| WELLS FARGO & COMPANY/MN | $5.9M | 141,038 | 0.00% | 8q | +47.8%+$1.9M |
| Estuary Capital Management LP | $5.8M | 139,128 | 0.98% | new | NEW |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | $5.8M | 138,530 | 0.04% | 3q | HELD |
| MIRABELLA FINANCIAL SERVICES LLP | $5.3M | 126,640 | 0.50% | 3q | +257.3%+$3.8M |
| Hodges Capital Management Inc. | $5.3M | 126,075 | 0.35% | 2q | -10.5%-$614.4K |
| CIDEL ASSET MANAGEMENT INC | $4.9M | 118,334 | 0.24% | new | NEW |
| Ninety One UK Ltd | $4.7M | 112,431 | 0.01% | 2q | -8.1%-$412.4K |
| CITADEL ADVISORS LLC | $4.6M incl. $225.0K options PUT | 104,741 | 0.00% | 10q | HELD |
| Dodge & Cox | $3.8M | 90,700 | 0.00% | 2q | HELD |
| XTX Topco Ltd | $3.4M | 82,505 | 0.04% | 3q | +114.0%+$1.8M |
| BW Gestao de Investimentos Ltda. | $3.1M | 75,000 | 0.06% | new | NEW |
| GABELLI FUNDS LLC | $2.9M | 69,000 | 0.02% | 10q | +16.9%+$416.7K |
| Zweig-DiMenna Associates LLC | $2.7M | 64,100 | 0.24% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $2.6M | 62,815 | 0.00% | 3q | -1.5%-$38.7K |
| NEUBERGER BERMAN GROUP LLC | $2.5M | 60,486 | 0.00% | 6q | +25.5%+$511.4K |
| Squarepoint Ops LLC | $2.5M | 60,342 | 0.00% | 2q | +293.9%+$1.9M |
| Susquehanna Portfolio Strategies, LLC | $2.4M | 58,479 | 0.04% | 2q | +131.5%+$1.4M |
| DELTEC ASSET MANAGEMENT LLC | $2.3M | 54,500 | 0.34% | 4q | +11.5%+$234.1K |
| CITIGROUP INC | $2.3M | 54,094 | 0.00% | 6q | -84.7%-$12.5M |
| Militia Capital Management LLC | $2.0M | 49,011 | 0.06% | 2q | -66.7%-$4.1M |
| FIRST TRUST ADVISORS LP | $2.0M | 47,818 | 0.00% | new | NEW |
| Aquatic Capital Management LLC | $1.8M | 43,117 | 0.06% | new | NEW |
| Schonfeld Strategic Advisors LLC | $1.8M | 42,087 | 0.01% | new | NEW |
| VELA Investment Management, LLC | $1.7M | 41,600 | 0.38% | 9q | +6.4%+$104.2K |
| Mariner, LLC | $1.7M | 39,858 | 0.00% | 7q | +6.4%+$100.3K |
| ENVESTNET ASSET MANAGEMENT INC | $1.6M | 38,171 | 0.00% | 2q | +28.7%+$354.4K |
| LB Partners LLC | $1.5M | 35,000 | 0.99% | 2q | HELD |
| Tidal Investments LLC | $1.5M incl. $725.1K options CALL | 17,456 | 0.00% | 2q | -4.7%-$72.2K |
| Orion Porfolio Solutions, LLC | $1.4M | 33,923 | 0.01% | 6q | +34.5%+$362.2K |
| Quadrature Capital Ltd | $1.4M | 33,621 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M incl. $725.1K options CALL+PUT | 16,137 | 0.00% | 9q | -29.1%-$573.0K |
| Walleye Capital LLC | $1.4M | 33,215 | 0.00% | new | NEW |
| BARINGS LLC | $1.2M | 28,476 | 0.02% | new | NEW |
| Fideuram Asset Management (Ireland) dac | $1.1M | 28,116 | 0.02% | new | NEW |
| Daiwa Securities Group Inc. | $1.1M | 25,285 | 0.00% | 2q | +48.9%+$346.1K |
| PEAK6 LLC | $1.0M CALL | options only | 0.00% | 3q | OPTIONS |
| Fieldview Capital Management, LLC | $1.0M | 24,548 | 0.29% | new | NEW |
| Banco BTG Pactual S.A. | $1.0M | 24,000 | 0.08% | new | NEW |
| GSA CAPITAL PARTNERS LLP | $935.0K | 22,439 | 0.06% | 7q | -62.9%-$1.6M |
| Harbour Capital Advisors, LLC | $899.5K | 21,125 | 0.16% | 4q | +12.8%+$102.2K |
| State of Wyoming | $863.2K | 20,715 | 0.09% | 3q | +51.9%+$294.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-09 | 13G/A | Wasatch Advisors LP | 3.4% |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-09 | Reich Sapire Rose Nicole Dominique | Director | Sold | 7,623 | $388.8K |
| 2026-09-02 | Reich Sapire Rose Nicole Dominique | Director | Sold | 7,623 | $385.0K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 33 | $347.0M | 6,594,905 | 10 | 8 | 7 | 0.0% |
| Q2 2026 | 166 | $3.0B | 71,091,738 | 54 | 61 | 33 | 0.2% |
| Q1 2026 | 129 | $2.1B | 58,290,781 | 31 | 48 | 30 | 0.2% |
| Q4 2025 | 130 | $1.9B | 56,027,768 | 42 | 39 | 34 | 0.5% |
| Q3 2025 | 97 | $1.4B | 52,836,089 | 21 | 41 | 22 | 0.1% |
| Q2 2025 | 106 | $1.4B | 51,766,769 | 23 | 38 | 36 | 0.1% |
| Q1 2025 | 105 | $1.4B | 52,678,591 | 38 | 40 | 20 | 0.1% |
| Q4 2024 | 83 | $1.1B | 39,371,519 | 16 | 21 | 32 | 0.1% |
| Q3 2024 | 81 | $1.2B | 39,476,425 | 15 | 19 | 35 | 0.1% |
| Q2 2024 | 83 | $904.9M | 37,909,526 | 25 | 30 | 19 | 0.1% |
| Q1 2024 | 74 | $830.5M | 34,962,102 | 75 | 0 | 0 | 0.0% |