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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $583.32 M.
Top institutional holders include Ray Dalio and Jeremy Grantham.
Institutional sentiment is currently Bullish. This is evidenced by a $22.52 M net inflow during the quarter.
Recent activity highlights Cliff Asness who increased their stake by 111.7%. Conversely, Renaissance Technologies reduced exposure by 69.4%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.78% | Add 9.8% | 3,742,720 | $198.66 M | Q3 2025 | |
| 0.25% | Reduce -32.2% | 1,683,925 | $89.38 M | Q3 2025 | |
| 0.13% | New Buy | 1,419,600 | $75.35 M | Q3 2025 | |
| 0.12% | Add 14.2% | 1,284,550 | $68.18 M | Q3 2025 | |
| 0.32% | Reduce -13.6% | 458,703 | $24.35 M | Q3 2025 | |
| 0.02% | Reduce -69.4% | 327,099 | $17.36 M | Q3 2025 | |
| 1.66% | Reduce -0.2% | 223,538 | $11.87 M | Q3 2025 | |
| 0.12% | Reduce -5.5% | 178,788 | $9.49 M | Q3 2025 | |
| 0.01% | Add 111.7% | 170,211 | $9.03 M | Q3 2025 | |
| 0.00% | Add 0.7% | 72,747 | $3.86 M | Q3 2025 | |
| 0.03% | New Buy | 44,918 | $2.38 M | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for British American Tobacco p.l.c. (BTI)
Major holders include Ray Dalio ($198.66 M), Jeremy Grantham ($89.38 M), Steven Cohen ($75.35 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 9.61 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $22.52 M, with 6 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited BTI. The total reported sell value was $86.22 M.
Yes, 2 managers opened new positions in BTI, and 4 increased their existing holdings. The total reported buy value was $108.73 M.