证券记录
TBBB
BBB Foods Inc. · Consumer Defensive · Discount Stores
64被追踪持有人
+10Δ持有人
40.86M持有股份
$1.70B报告持仓市值
+11新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +18.5% ·
股份流向 +23.8% ·
净新建仓位 +15.6%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 64 | +10 | 40.86M | $1.70B | +11 | −1 |
| Q1 2026 | 55 | +8 | 33.01M | $1.17B | +15 | −7 |
| Q4 2025 | 47 | 0 | 30.89M | $1.03B | — | — |
| Q3 2025 | 10 | -2 | 13.44M | $362.36M | +1 | −3 |
| Q2 2025 | 9 | +2 | 7.32M | $203.08M | +3 | −1 |
| Q1 2025 | 5 | +3 | 2.21M | $58.98M | +3 | — |
| Q4 2024 | 2 | -2 | 177.03K | $5.01M | — | −2 |
| Q3 2024 | 4 | 0 | 431.30K | $12.94M | +1 | −1 |
| Q2 2024 | 4 | — | 1.24M | $29.63M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital International Investors | 7.53M | +77.5% | $313.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 7.37M | +18.8% | $307.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 7.37M | +18.8% | $307.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 7.37M | +18.8% | $307.11M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Capital Research Global Investors | 5.42M | -7.2% | $225.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 3.98M | +31.8% | $165.73M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Duquesne Family Office ✦ | 2.90M | -6.7% | $120.92M | 2.8% | ▼ Trim | 5 | SEC ↗ |
| 16 | Principal Financial Group Inc | 2.07M | +11.0% | $86.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Kayne Anderson Rudnick Investment… | 1.85M | +11.1% | $77.28M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 18 | Kayne Anderson Rudnick Investment… | 1.85M | +11.1% | $77.28M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 1.35M | +2207.5% | $56.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 1.35M | +2207.5% | $56.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 1.35M | +2207.5% | $56.46M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 1.14M | -1.3% | $47.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 1.14M | -1.3% | $47.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 1.14M | -1.3% | $47.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 1.14M | -1.3% | $47.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 1.14M | -1.3% | $47.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 1.14M | -1.3% | $47.67M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Sei Investments Co | 742.68K | -0.8% | $30.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Sei Investments Co | 742.68K | -0.8% | $30.95M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Nuveen, LLC | 715.20K | +59.4% | $29.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Nuveen, LLC | 715.20K | +59.4% | $29.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Nuveen, LLC | 715.20K | +59.4% | $29.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 698.17K | -20.3% | $29.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Jane Street Group, Llc | 482.14K | 新增 | $20.09M | 0.0% | New | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 482.14K | 新增 | $20.09M | 0.0% | New | 1 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 437.91K | 新增 | $18.25M | 0.0% | New | 1 | SEC ↗ |
| 37 | Hrt Financial Lp | 400.08K | +85.0% | $16.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS Group AG | 346.24K | -21.0% | $14.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | UBS Group AG | 346.24K | -21.0% | $14.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS Group AG | 346.24K | -21.0% | $14.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Tudor Investment Corp Et Al | 336.80K | +168.4% | $14.03M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Bank Of America Corp /De/ | 305.77K | -17.4% | $12.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of America Corp /De/ | 305.77K | -17.4% | $12.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 305.77K | -17.4% | $12.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 305.77K | -17.4% | $12.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Manufacturers Life Insurance… | 255.11K | 新增 | $10.63M | 0.0% | New | 1 | SEC ↗ |
| 47 | DZ BANK AG Deutsche Zentral… | 253.98K | +14.9% | $10.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | DZ BANK AG Deutsche Zentral… | 253.98K | +14.9% | $10.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | DZ BANK AG Deutsche Zentral… | 253.98K | +14.9% | $10.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Millennium Management ✦ | 240.36K | +39.2% | $10.02M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 51 | Mitsubishi UFJ Trust & Banking Corp | 236.61K | +45.1% | $9.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bnp Paribas Financial Markets | 218.99K | -18.7% | $9.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Marshall Wace ✦ | 196.47K | -30.1% | $8.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 54 | Marshall Wace ✦ | 196.47K | -30.1% | $8.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 55 | Baillie Gifford ✦ | 194.88K | 0.0% | $8.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 56 | Baillie Gifford ✦ | 194.88K | 0.0% | $8.12M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 159.90K | -31.9% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 159.90K | -31.9% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 159.90K | -31.9% | $6.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Wells Fargo & Company/Mn | 141.04K | +47.8% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Wells Fargo & Company/Mn | 141.04K | +47.8% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Ninety One UK Ltd | 112.43K | -8.1% | $4.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 104.74K | 新增 | $4.36M | 0.0% | New | 1 | SEC ↗ |
| 64 | Dodge & Cox ✦ | 90.70K | 0.0% | $3.78M | 0.0% | Held | 2 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 62.81K | -1.5% | $2.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Neuberger Berman Group LLC | 60.49K | +25.5% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Neuberger Berman Group LLC | 60.49K | +25.5% | $2.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Squarepoint Ops LLC | 60.34K | +293.9% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Citigroup Inc | 54.09K | -84.7% | $2.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | First Trust Advisors Lp | 47.82K | 新增 | $1.99M | 0.0% | New | 1 | SEC ↗ |
| 71 | Mariner, LLC | 39.86K | +6.4% | $1.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Envestnet Asset Management Inc | 38.17K | +28.7% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Daiwa Securities Group Inc. | 25.29K | +48.9% | $1.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Td Asset Management Inc | 19.18K | 新增 | $799,314 | 0.0% | New | 1 | SEC ↗ |
| 75 | Tidal Investments LLC | 17.46K | -4.7% | $727,392 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Stifel Financial Corp | 16.65K | +6.0% | $693,764 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Susquehanna International Group, Llp | 16.14K | -29.1% | $672,429 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Royal Bank Of Canada | 15.48K | +35.6% | $645,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Royal Bank Of Canada | 15.48K | +35.6% | $645,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Royal Bank Of Canada | 15.48K | +35.6% | $645,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Royal Bank Of Canada | 15.48K | +35.6% | $645,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Raymond James Financial Inc | 13.73K | -25.4% | $572,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Raymond James Financial Inc | 13.73K | -25.4% | $572,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Balyasny Asset Management L.P. | 10.93K | -12.8% | $455,286 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Simplex Trading, Llc | 9.41K | +65.8% | $392,114 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | BlackRock ✦ (被动) | 9.34K | +218.3% | $389,198 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 87 | BlackRock ✦ (被动) | 9.34K | +218.3% | $389,198 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 88 | BlackRock ✦ (被动) | 9.34K | +218.3% | $389,198 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 89 | Russell Investments Group, Ltd. | 8.65K | +7165.6% | $360,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Russell Investments Group, Ltd. | 8.65K | +7165.6% | $360,279 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Toronto Dominion Bank | 8.00K | +60.0% | $333,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Two Sigma Investments ✦ | 6.44K | 新增 | $268,521 | 0.0% | New | 1 | SEC ↗ |
| 93 | LPL Financial LLC | 5.88K | 新增 | $245,103 | 0.0% | New | 1 | SEC ↗ |
| 94 | Commonwealth Equity Services, Llc | 5.33K | 新增 | $221,980 | 0.0% | New | 1 | SEC ↗ |
| 95 | Barclays Plc | 4.60K | -17.2% | $191,556 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Us Bancorp \De\ | 4.03K | +85.1% | $167,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 97 | Us Bancorp \De\ | 4.03K | +85.1% | $167,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 98 | National Bank Of Canada /Fi/ | 2.48K | +0.1% | $103,249 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 99 | Jones Financial Companies Lllp | 1.81K | -69.5% | $76,044 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Osaic Holdings, Inc. | 1.72K | +29.3% | $71,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Jane Street Group, Llc | $20.09M | 0.0% |
| Jane Street Group, Llc | $20.09M | 0.0% |
| T. Rowe Price | $18.25M | 0.0% |
| Manufacturers Life Insurance… | $10.63M | 0.0% |
| Citadel Advisors | $4.36M | 0.0% |
| First Trust Advisors Lp | $1.99M | 0.0% |
| Td Asset Management Inc | $799,314 | 0.0% |
| Two Sigma Investments | $268,521 | 0.0% |
| LPL Financial LLC | $245,103 | 0.0% |
| Commonwealth Equity Services… | $221,980 | 0.0% |
已清仓
| Invesco Ltd. | $2.40M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 127 持有人, 59.16M 股份, $1.96B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
Aug 14
SC 13G/A — ORBIS INVESTMENT MANAGEMENT LTD
Aug 14
SC 13G/A — QS Management Ltd.
Aug 13
SC 13G/A — MORGAN STANLEY
Aug 12
SC 13G/A — Capital International Investors
Aug 12
SC 13G/A — Capital Research Global Investors
Jul 29
SC 13G — Duquesne Family Office LLC
Jul 09
SC 13G/A — WASATCH ADVISORS LP
Jun 17
SC 13D — Hatoum Kamal Anthony
17.4% 占股份类别 · 查看 SEC 原始申报文件 ↗
Jun 05
SC 13G/A — ORBIS INVESTMENT MANAGEMENT LTD
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据