🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

British American Tobacco p.l.c.

BTI Consumer Staples
$60.2 +$1.3 (2.22%)
Market Cap: $131.97 B
Gurus Holding
11
Popularity Rank
#346
% of Shares Held
0.19%
Net Activity (Q2 2026)
-$86.88 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 Q2 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $242.73 M.

Top institutional holders include First Eagle Investment and Sarah Ketterer.

Institutional sentiment is currently Bearish. This is evidenced by a $86.88 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 39.9%. Conversely, Renaissance Technologies (RenTech) reduced exposure by 98.1%.

Key Holders

Top 5 by Value

$33.84 M
$31.29 M
$28.62 M
$15.85 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$7.47 M
Total Buy Value
New Buys 0
Additions 6
-$94.35 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
6

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

Major holders include First Eagle Investment ($106.16 M), Sarah Ketterer ($33.84 M), Ray Dalio ($31.29 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 4.03 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $86.88 M, with 6 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited BTI. The total reported sell value was $94.35 M.

Yes, 0 managers opened new positions in BTI, and 6 increased their existing holdings. The total reported buy value was $7.47 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.18% Add 3.0% 1,718,852 $106.16 M Q2 2026
0.37% Add 9.4% 547,925 $33.84 M Q2 2026
0.13% Reduce -33.8% 506,686 $31.29 M Q2 2026
0.06% Reduce -39.6% 463,380 $28.62 M Q2 2026
0.01% Reduce -1.0% 256,655 $15.85 M Q2 2026
1.83% Reduce -0.1% 220,447 $13.61 M Q2 2026
0.15% Add 10.6% 180,429 $11.32 M Q2 2026
0.00% Add 0.9% 76,883 $4.75 M Q2 2026
0.02% Add 4.7% 36,682 $2.27 M Q2 2026
0.01% Add 39.9% 12,720 $785,587 Q2 2026
0.00% Reduce -98.1% 10,999 $679,298 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form