TBBB — BBB FOODS INC
Reported value held$998.79M
Funds holding (latest)33
SectorConsumer Staples
Funds holding (Q2 2026)25
Institutional value$961.75M · 23.52M sh
New / Add / Cut / Exit4 / 8 / 9 / 1
Top-5 / Top-10 concentration87.5% / 95.5%
Institutional holdings change
Accumulating +16.0%
(+3.24M sh)
Institutional value change
Up +34.1%
As of Q2 2026, 25 SEC-registered investment managers reported holding TBBB (BBB FOODS INC) in their latest 13F filings, with a combined reported value of $961.75M across 23.52M shares. That is +16.0% by share count (+3.24M shares) versus the previous quarter, while reported value moved +34.1%. Ownership is concentrated: the five largest holders account for 87.5% of reported value and the top ten for 95.5%.
Compared with the prior quarter, 4 opened new positions, 8 added to existing stakes, 9 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TBBB is classified in the Consumer Staples sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 25 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 7.37M | $307.11M | 0.01% | Add |
| Capital Research Global Investors history | 5.42M | $225.97M | 0.03% | Reduce |
| Morgan Stanley history | 3.98M | $165.73M | 0.01% | Add |
| Principal Global Investors history | 2.07M | $86.28M | 0.04% | Add |
| Goldman Sachs Group history | 1.35M | $56.46M | 0.01% | Add |
| Point72 Asset Management history | 698.17K | $29.09M | 0.03% | Reduce |
| UBS Group AG history | 346.24K | $14.43M | 0.00% | Reduce |
| Bank of America Corp history | 305.77K | $12.74M | 0.00% | Reduce |
| Manulife Financial history | 255.11K | $10.63M | 0.01% | New |
| Millennium Management history | 240.36K | $10.02M | 0.00% | Add |
| Marshall Wace history | 196.47K | $8.19M | 0.01% | Reduce |
| Baillie Gifford & Co history | 194.88K | $8.12M | 0.01% | Hold |
| BNY Mellon history | 159.90K | $6.66M | 0.00% | Reduce |
| Wells Fargo & Co history | 141.04K | $5.88M | 0.00% | Add |
| Citadel Advisors history | 110.14K | $4.59M | 0.00% | Add |
| Dodge & Cox history | 90.70K | $3.78M | 0.00% | Hold |
| Lazard Asset Management history | 62.81K | $2.62M | 0.00% | Reduce |
| Citigroup Inc history | 54.09K | $2.25M | 0.00% | Reduce |
| Balyasny Asset Management history | 10.93K | $455.29K | 0.00% | Reduce |
| BlackRock Inc history | 9.34K | $389.20K | 0.00% | Add |
| Two Sigma Investments history | 6.44K | $268.52K | 0.00% | New |
| Legal & General Investment Management America history | 1.39K | $58.05K | 0.00% | Hold |
| JPMorgan Chase & Co history | 462 | $19.19K | 0.00% | New |
| T. Rowe Price Associates history | 437.91K | $18.25K | 0.00% | New |
| Deutsche Bank AG history | 100 | $4.17K | 0.00% | Hold |
Q1 2026 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 6.20M | $219.46M | 0.01% | Add |
| Capital Research Global Investors history | 5.85M | $206.75M | 0.03% | Hold |
| Morgan Stanley history | 3.02M | $106.75M | 0.01% | Reduce |
| Principal Global Investors history | 1.87M | $65.97M | 0.04% | New |
| Point72 Asset Management history | 876.20K | $30.99M | 0.04% | New |
| UBS Group AG history | 438.21K | $15.50M | 0.00% | Add |
| Bank of America Corp history | 370.41K | $13.10M | 0.00% | Reduce |
| Citigroup Inc history | 354.18K | $12.53M | 0.01% | Reduce |
| Marshall Wace history | 280.85K | $9.93M | 0.01% | Reduce |
| BNY Mellon history | 234.77K | $8.30M | 0.00% | Add |
| Baillie Gifford & Co history | 194.85K | $6.89M | 0.01% | Hold |
| Millennium Management history | 172.66K | $6.11M | 0.00% | Reduce |
| Wells Fargo & Co history | 95.40K | $3.37M | 0.00% | Add |
| Dodge & Cox history | 90.70K | $3.21M | 0.00% | New |
| Invesco Ltd history | 67.85K | $2.40M | 0.00% | New |
| Lazard Asset Management history | 63.74K | $2.25M | 0.00% | Add |
| Goldman Sachs Group history | 58.71K | $2.08M | 0.00% | Reduce |
| Citadel Advisors history | 24.30K | $859.49K | 0.00% | Reduce |
| Balyasny Asset Management history | 12.53K | $443.29K | 0.00% | Reduce |
| BlackRock Inc history | 2.93K | $103.78K | 0.00% | Reduce |
| Legal & General Investment Management America history | 1.39K | $49.27K | 0.00% | Hold |
| Deutsche Bank AG history | 100 | $3.54K | 0.00% | Hold |
Q4 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital Research Global Investors history | 5.84M | $195.14M | 0.04% | Reduce |
| Fidelity Management & Research (FMR) history | 5.83M | $194.58M | 0.01% | Reduce |
| Morgan Stanley history | 3.53M | $118.03M | 0.01% | Reduce |
| BlackRock Inc history | 912.64K | $30.47M | 0.00% | Reduce |
| Millennium Management history | 778.61K | $26.00M | 0.01% | Add |
| Bank of America Corp history | 743.28K | $24.82M | 0.00% | Reduce |
| Marshall Wace history | 467.46K | $15.61M | 0.01% | Add |
| Citigroup Inc history | 393.04K | $13.12M | 0.01% | Add |
| UBS Group AG history | 365.44K | $12.20M | 0.00% | Add |
| Goldman Sachs Group history | 359.40K | $12.00M | 0.00% | Add |
| Manulife Financial history | 270.39K | $9.03M | 0.01% | Reduce |
| BNY Mellon history | 218.40K | $7.29M | 0.00% | New |
| Baillie Gifford & Co history | 194.85K | $6.51M | 0.01% | Hold |
| Citadel Advisors history | 149.76K | $5.00M | 0.00% | Add |
| JPMorgan Chase & Co history | 65.61K | $2.19M | 0.00% | Reduce |
| Lazard Asset Management history | 56.71K | $1.89M | 0.00% | New |
| Balyasny Asset Management history | 20.44K | $682.46K | 0.00% | Add |
| Legal & General Investment Management America history | 1.39K | $46.51K | 0.00% | New |
| Wells Fargo & Co history | 1.28K | $42.91K | 0.00% | Add |
| Deutsche Bank AG history | 100 | $3.34K | 0.00% | Hold |
Q3 2025 — 18 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 5.90M | $158.95M | 0.01% | Hold |
| Capital Research Global Investors history | 5.88M | $158.58M | 0.03% | Add |
| Morgan Stanley history | 3.57M | $96.22M | 0.01% | Add |
| BlackRock Inc history | 1.13M | $30.38M | 0.00% | Add |
| Manulife Financial history | 863.74K | $23.29M | 0.02% | Add |
| Bank of America Corp history | 863.02K | $23.27M | 0.00% | Add |
| JPMorgan Chase & Co history | 340.73K | $9.19M | 0.00% | Reduce |
| UBS Group AG history | 300.93K | $8.11M | 0.00% | Add |
| Goldman Sachs Group history | 285.84K | $7.71M | 0.00% | Add |
| Marshall Wace history | 281.72K | $7.60M | 0.01% | Add |
| Citigroup Inc history | 281.02K | $7.58M | 0.00% | Add |
| Millennium Management history | 196.35K | $5.29M | 0.00% | Reduce |
| Baillie Gifford & Co history | 194.85K | $5.25M | 0.00% | Add |
| Citadel Advisors history | 37.98K | $1.02M | 0.00% | Add |
| Balyasny Asset Management history | 17.33K | $467.11K | 0.00% | Reduce |
| D. E. Shaw & Co history | 10.70K | $288.47K | 0.00% | New |
| Wells Fargo & Co history | 1.09K | $29.39K | 0.00% | Add |
| Deutsche Bank AG history | 100 | $2.70K | 0.00% | Hold |
Q2 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 5.92M | $164.22M | 0.01% | Reduce |
| Capital Research Global Investors history | 5.73M | $159.09M | 0.03% | Add |
| Morgan Stanley history | 3.45M | $95.67M | 0.01% | Reduce |
| JPMorgan Chase & Co history | 802.90K | $22.29M | 0.00% | Reduce |
| Millennium Management history | 747.61K | $20.75M | 0.01% | Reduce |
| Manulife Financial history | 705.00K | $19.57M | 0.02% | Hold |
| Bank of America Corp history | 599.63K | $16.65M | 0.00% | Add |
| Goldman Sachs Group history | 259.62K | $7.21M | 0.00% | Add |
| Marshall Wace history | 136.26K | $3.78M | 0.00% | Reduce |
| Citigroup Inc history | 134.53K | $3.73M | 0.00% | Add |
| UBS Group AG history | 133.50K | $3.71M | 0.00% | Reduce |
| Baillie Gifford & Co history | 87.23K | $2.42M | 0.00% | New |
| Balyasny Asset Management history | 64.32K | $1.79M | 0.00% | Reduce |
| Point72 Asset Management history | 27.00K | $749.52K | 0.00% | Add |
| Wellington Management Group history | 18.77K | $520.97K | 0.00% | New |
| Two Sigma Investments history | 16.70K | $463.51K | 0.00% | Reduce |
| Citadel Advisors history | 14.30K | $396.97K | 0.00% | Reduce |
| BlackRock Inc history | 5.56K | $154.26K | 0.00% | Add |
| Wells Fargo & Co history | 668 | $18.54K | 0.00% | Add |
| Deutsche Bank AG history | 100 | $2.78K | 0.00% | Reduce |
Q1 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | 6.20M | $165.54M | 0.01% | Add |
| Capital Research Global Investors history | 5.36M | $142.93M | 0.03% | Add |
| Morgan Stanley history | 3.50M | $93.48M | 0.01% | Add |
| Millennium Management history | 1.24M | $33.11M | 0.02% | Add |
| JPMorgan Chase & Co history | 956.12K | $25.51M | 0.00% | Add |
| Citadel Advisors history | 758.42K | $20.23M | 0.00% | Add |
| Manulife Financial history | 702.57K | $18.74M | 0.02% | Add |
| Balyasny Asset Management history | 249.73K | $6.66M | 0.01% | New |
| Bank of America Corp history | 236.55K | $6.31M | 0.00% | Add |
| Marshall Wace history | 158.16K | $4.22M | 0.01% | New |
| Goldman Sachs Group history | 156.53K | $4.18M | 0.00% | Add |
| UBS Group AG history | 155.26K | $4.14M | 0.00% | Reduce |
| Two Sigma Investments history | 55.17K | $1.47M | 0.00% | Reduce |
| Deutsche Bank AG history | 22.50K | $600.30K | 0.00% | Add |
| Point72 Asset Management history | 13.27K | $353.99K | 0.00% | New |
| Amundi US history | 8.47K | $237.89K | 0.00% | Reduce |
| BlackRock Inc history | 2.03K | $54.19K | 0.00% | Add |
| Wells Fargo & Co history | 611 | $16.30K | 0.00% | Add |
| Citigroup Inc history | 416 | $11.10K | 0.00% | New |
| Lazard Asset Management history | 7.62K | $203 | 0.00% | New |
New Positions (Q2 2026)
- Manulife Financial 255.11K sh · $10.63M
- Two Sigma Investments 6.44K sh · $268.52K
- JPMorgan Chase & Co 462 sh · $19.19K
- T. Rowe Price Associates 437.91K sh · $18.25K
Fully Exited (vs previous quarter)
- Invesco Ltd sold 67.85K sh · $2.40M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 7.37M | 6.20M | 5.83M | 5.90M | 5.92M | 6.20M | 3.49M | 2.62M | 2.13M | 1.39M |
| Capital Research Global Investors | 5.42M | 5.85M | 5.84M | 5.88M | 5.73M | 5.36M | 5.33M | 3.88M | — | — |
| Morgan Stanley | 3.98M | 3.02M | 3.53M | 3.57M | 3.45M | 3.50M | 2.19M | 2.69M | 3.08M | 1.31M |
| Principal Global Investors | 2.07M | 1.87M | — | — | — | — | — | — | — | — |
| Goldman Sachs Group | 1.35M | 58.71K | 359.40K | 285.84K | 259.62K | 156.53K | 41.54K | 103.83K | 150.51K | — |
| Point72 Asset Management | 698.17K | 876.20K | — | — | 27.00K | 13.27K | — | — | — | 25.10K |
| UBS Group AG | 346.24K | 438.21K | 365.44K | 300.93K | 133.50K | 155.26K | 191.22K | 2.15K | 2.34K | — |
| Bank of America Corp | 305.77K | 370.41K | 743.28K | 863.02K | 599.63K | 236.55K | 18.06K | 19.76K | 850 | 5.17K |
| Manulife Financial | 255.11K | — | 270.39K | 863.74K | 705.00K | 702.57K | 547.64K | 545.68K | 686.61K | 556.83K |
| Millennium Management | 240.36K | 172.66K | 778.61K | 196.35K | 747.61K | 1.24M | 119.01K | 246.98K | 756.74K | 1.40M |
| Marshall Wace | 196.47K | 280.85K | 467.46K | 281.72K | 136.26K | 158.16K | — | 54.81K | 126.55K | 426.28K |
| Baillie Gifford & Co | 194.88K | 194.85K | 194.85K | 194.85K | 87.23K | — | — | — | — | — |
| BNY Mellon | 159.90K | 234.77K | 218.40K | — | — | — | — | — | — | — |
| Wells Fargo & Co | 141.04K | 95.40K | 1.28K | 1.09K | 668 | 611 | 220 | 114 | — | — |
| Citadel Advisors | 110.14K | 24.30K | 149.76K | 37.98K | 14.30K | 758.42K | 14.60K | 76.81K | 8.80K | 1.47M |
| Dodge & Cox | 90.70K | 90.70K | — | — | — | — | — | — | — | — |
| Lazard Asset Management | 62.81K | 63.74K | 56.71K | — | — | 7.62K | — | — | — | — |
| Citigroup Inc | 54.09K | 354.18K | 393.04K | 281.02K | 134.53K | 416 | — | — | — | — |
| Balyasny Asset Management | 10.93K | 12.53K | 20.44K | 17.33K | 64.32K | 249.73K | — | — | — | 137.59K |
| BlackRock Inc | 9.34K | 2.93K | 912.64K | 1.13M | 5.56K | 2.03K | 116 | 118.93K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details