TBBB

BBB Foods Inc-Class A
Consumer StaplesUSCUSIP G0896C103◍ Confluence graph
Tracked 13F Holders
130
-61 QoQ
13F Value (tracked)
$1.9B
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
10
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)48 adding · 17 trimming
Insider net (180d)$0

Who owns TBBB?

130 tracked 13F filers

130 tracked 13F filers disclose a position in TBBB as of the latest SEC 13F filings, a combined $1.9B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1Orbis Allan Gray Ltd
$280.6M
6.7M
+19%
Added · +1.1M sh
Q2 2026
2FMR LLC
$219.5M
6.2M
+6.5%
Added · +377K sh
Q1 2026
3WASATCH ADVISORS LP
$176.7M
4.2M
+3.4%
Added · +140K sh
Q2 2026
4MORGAN STANLEY
$106.8M
3.0M
−15%
Reduced · −517K sh
Q1 2026
5Duquesne Family Office LLC
$120.9M
2.9M
−6.7%
Reduced · −207K sh
Q2 2026
6GILDER GAGNON HOWE & CO LLC
$104.9M
2.5M
−1.4%
Reduced · −37K sh
Q2 2026
7PRINCIPAL FINANCIAL GROUP INC
$66.0M
1.9M
New
+1.9M sh
Q1 2026
8TEACHER RETIREMENT SYSTEM OF TEXAS
$71.6M
1.7M
+56%
Added · +618K sh
Q2 2026
912 West Capital Management LP
$71.6M
1.7M
−25%
Reduced · −570K sh
Q2 2026
10KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
$59.0M
1.7M
+158%
Added · +1.0M sh
Q1 2026
11Route One Investment Company, L.P.
$54.1M
1.5M
+10%
Added · +144K sh
Q1 2026
12AMERIPRISE FINANCIAL INC
$41.0M
1.2M
−3.8%
Reduced · −46K sh
Q1 2026
13Point72 Asset Management, L.P.
$31.0M
876K
New
+876K sh
Q1 2026
14Engle Capital Management, L.P.
$32.3M
776K
+8.5%
Added · +61K sh
Q2 2026
15SEI INVESTMENTS CO
$26.5M
749K
+11%
Added · +73K sh
Q1 2026
16Carmignac Gestion
$27.9M
670K
+526%
Added · +563K sh
Q2 2026
17Crow's Nest Holdings LP
$19.5M
550K
+10%
Added · +50K sh
Q1 2026
18Grandeur Peak Global Advisors, LLC
$22.6M
543K
−47%
Reduced · −487K sh
Q2 2026
19USS Investment Management Ltd
$21.4M
512K
Held
Q2 2026
20Bronte Capital Management Pty Ltd.
$17.2M
488K
+24%
Added · +93K sh
Q1 2026
21Ancient Art, L.P.
$16.0M
451K
+15%
Added · +60K sh
Q1 2026
22Nuveen, LLC
$15.9M
449K
+2.5%
Added · +11K sh
Q1 2026
23UBS Group AG
$15.5M
438K
+20%
Added · +73K sh
Q1 2026
24COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS
$13.1M
372K
+64%
Added · +145K sh
Q1 2026
25BANK OF AMERICA CORP /DE/
$13.1M
370K
−50%
Reduced · −373K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is TBBB being bought or sold by institutions?

Last quarter, 23 funds opened a new position in TBBB and 25 added to an existing one, while 17 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
23
funds
Added
25
funds
Reduced
17
funds
Exited
0
funds

Funds that own TBBB also own

CompanyCo-held byCombined value
AMAZON.COM INCAMZN77 funds$62.8B
ALPHABET INC-CL AGOOGL72 funds$50.0B
NVIDIA CORPNVDA70 funds$109.9B
MICROSOFT CORPMSFT70 funds$74.9B
META PLATFORMS INC-CLASS AMETA70 funds$31.7B
TAIWAN SEMICONDUCTOR-SP ADRTSM70 funds$17.5B
MERCADOLIBRE INCMELI69 funds$9.7B
ELI LILLY & COLLY68 funds$19.8B
VISA INC-CLASS A SHARESV67 funds$15.6B
BROADCOM INCAVGO66 funds$39.2B
ALPHABET INC-CL CGOOG66 funds$34.8B
JPMORGAN CHASE & COJPM65 funds$17.6B

Ranked by how many of TBBB's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

Full insider page →

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

53 funds-9 since Q3 2024
057114Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $806.1M · 1 values withheld

Recent filings

10 shown

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Connected entities for TBBB

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Ask your agent what changed in TBBB

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TBBB/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TBBB.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TBBB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.