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British American Tobacco p.l.c.

BTI Consumer Staples
$58.75 +$1.3 (2.26%)
Market Cap: $124.32 B
Gurus Holding
11
Popularity Rank
#363
% of Shares Held
0.33%
Net Activity (Q4 2025)
-$134.27 M

Guru Ownership Trend

Guru Analysis for British American Tobacco p.l.c. (BTI)

British American Tobacco p.l.c. (BTI), a key player in the Consumer Staples sector, continues to attract institutional attention.

As of Q4 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $419.97 M.

Top institutional holders include Ray Dalio and Jeremy Grantham.

Institutional sentiment is currently Bearish. This is evidenced by a $134.27 M net outflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 83.8%.

Key Holders

Top 5 by Value

$167.15 M
$86.16 M
$27.36 M
$12.45 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$12.58 M
Total Buy Value
New Buys 1
Additions 4
-$146.84 M
Total Sell Value
Reductions 6
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
7
Net Buyers
5

FAQs for British American Tobacco p.l.c. (BTI)

Major holders include Ray Dalio ($167.15 M), Jeremy Grantham ($86.16 M), First Eagle Investment ($79.72 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 7.15 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $134.27 M, with 5 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 1 fully exited BTI. The total reported sell value was $146.84 M.

Yes, 1 managers opened new positions in BTI, and 4 increased their existing holdings. The total reported buy value was $12.58 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.61% Reduce -21.1% 2,952,078 $167.15 M Q4 2025
0.22% Reduce -9.6% 1,521,732 $86.16 M Q4 2025
0.14% Add 9.6% 1,407,980 $79.72 M Q4 2025
0.38% Add 5.3% 483,138 $27.36 M Q4 2025
1.75% Reduce -1.7% 219,814 $12.45 M Q4 2025
0.01% Add 21.5% 206,746 $11.71 M Q4 2025
0.13% Add 1.1% 163,072 $9.53 M Q1 2026
0.00% Add 7.3% 78,045 $4.42 M Q4 2025
0.00% Reduce -83.8% 53,099 $3.01 M Q4 2025
0.01% New Buy 32,444 $1.84 M Q4 2025
0.02% Reduce -32.4% 30,360 $1.72 M Q4 2025
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SEC Form