BBB FOODS INC - Common Stock (TBBB) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
TBBB on NYSE
Shares outstanding
61,882,509
Price per share
$33.42
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
55,979,711
Total reported value
$1,869,359,167
% of total 13F portfolios
0.01%
Share change
+3,348,401
Value change
+$119,051,688
Number of holders
125
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BBB FOODS INC - Common Stock (TBBB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
QS Management Ltd. 16% -58% $345,512,196 -$316,608,813 11,497,910 -48% Quilvest Capital Partners SA 31 Mar 2025
GIC Private Ltd 9.4% +29% $160,344,716 +$35,038,526 5,807,487 +28% GIC Private Ltd 30 Jun 2025
Capital International Investors 8.7% -30% $179,933,313 -$75,496,181 5,384,001 -30% Capital International Investors 31 Dec 2025
Capital Research Global Investors 8.6% -37% $160,980,434 +$807,504 5,357,086 +0.5% Capital Research Global Investors 31 Mar 2025
FMR LLC 9% $105,017,929 3,494,773 FMR LLC 31 Dec 2024
WASATCH ADVISORS LP 5.5% $113,938,171 3,409,281 Wasatch Advisors LP 31 Dec 2025
ORBIS INVESTMENT MANAGEMENT LTD 5.3% $109,610,014 3,279,773 ORBIS INVESTMENT MANAGEMENT LTD 31 Dec 2025
Duquesne Family Office LLC 5% $103,816,255 3,109,202 Duquesne Family Office LLC 23 Jan 2026
GILDER GAGNON HOWE & CO LLC 4.6% -40% $85,193,102 -$566,773 2,835,045 -0.66% GILDER GAGNON HOWE & CO LLC 31 Mar 2025
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 4.3% $73,265,330 2,639,241 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 30 Jun 2025
12 West Capital Management LP 3.8% -28% $78,963,773 -$34,088,400 2,362,770 -30% 12 West Capital Management LP 31 Dec 2025
MORGAN STANLEY 5.6% $65,415,605 2,176,892 Morgan Stanley 31 Dec 2024

As of 31 Dec 2025, 125 institutional investors reported holding 55,979,711 shares of BBB FOODS INC - Common Stock (TBBB). This represents 90% of the company’s total 61,882,509 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BBB FOODS INC - Common Stock (TBBB) together control 77% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Capital Research Global Investors 9.4% 5,844,413 -0.64% 0.04% $195,144,950
FMR LLC 9.4% 5,827,541 -1.2% 0.01% $194,581,594
Capital International Investors 6.8% 4,233,214 -35% 0.02% $141,347,015
MORGAN STANLEY 5.7% 3,534,884 -0.96% 0.01% $118,029,777
WASATCH ADVISORS LP 5.5% 3,409,281 +26% 0.68% $113,835,893
Orbis Allan Gray Ltd 5.3% 3,288,723 0.46% $109,810,461
Duquesne Family Office LLC 4.3% 2,675,152 +126% 2.1% $89,323,000
GILDER GAGNON HOWE & CO LLC 4.1% 2,511,410 -1.5% 0.89% $83,855,980
12 West Capital Management LP 3.8% 2,362,770 -30% 9.4% $78,892,890
Route One Investment Company, L.P. 2.2% 1,385,196 +1673% 1.9% $46,251,694
Grandeur Peak Global Advisors, LLC 2.1% 1,308,727 -12% 5.9% $43,698,395
AMERIPRISE FINANCIAL INC 1.9% 1,205,925 -18% 0.01% $40,265,837
TEACHER RETIREMENT SYSTEM OF TEXAS 1.8% 1,100,495 0% 0.13% $36,745,528
Itau Unibanco Holding S.A. 1.7% 1,059,893 -12% 0.88% $35,557,863
Capital International, Inc./CA/ 1.7% 1,022,314 +1.3% 0.27% $34,135,064
BlackRock, Inc. 1.5% 912,644 -19% 0% $30,473,184
Polar Capital Holdings Plc 1.3% 819,901 -17% 0.13% $27,376,494
MILLENNIUM MANAGEMENT LLC 1.3% 778,613 +297% 0.02% $25,997,888
Engle Capital Management, L.P. 1.2% 750,000 +1.8% 9.7% $25,042,500
BANK OF AMERICA CORP /DE/ 1.2% 743,284 -14% 0% $24,818,253
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.2% 742,649 -15% 0.07% $24,797,050
SEI INVESTMENTS CO 1.1% 675,981 +26% 0.02% $22,570,837
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1% 645,741 +39% 0.06% $21,561,303
3G Capital Partners LP 0.89% 550,000 -66% 4.3% $18,364,500
USS Investment Management Ltd 0.83% 511,932 0% 0.08% $17,093,409

Institutional Holders of BBB FOODS INC - Common Stock (TBBB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 55,979,711 $1,869,359,167 +$119,051,688 $33.39 125
2025 Q3 52,495,360 $1,415,278,578 +$2,584,012 $26.96 96
2025 Q2 51,150,631 $1,419,941,041 -$17,566,037 $27.76 101
2025 Q1 52,174,942 $1,391,194,040 +$353,051,469 $26.68 104
2024 Q4 39,371,519 $1,113,539,916 +$32,954,305 $28.28 79
2024 Q3 38,201,800 $1,146,638,171 +$59,217,845 $30.00 81
2024 Q2 36,641,915 $874,032,619 +$104,647,436 $23.86 82
2024 Q1 32,206,646 $764,862,158 +$760,866,380 $23.78 74