Jeremy Grantham's TXN Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 4.65 M shares of Texas Instruments Incorporated (TXN) worth $855.1 M, representing 2.41% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in TXN, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 1.11 M shares. Largest reduction occurred in Q4 2013, reducing 674,405 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Texas Instruments Incorporated (TXN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Texas Instruments Incorporated (TXN) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +161,901 | Add 0.00% | 161,900 | $34.87 |
| Q3 2013 | +759,304 | Add 469.00% | 921,204 | $40.27 |
| Q4 2013 | -674,405 | Reduce 73.21% | 246,799 | $43.91 |
| Q1 2014 | -144,274 | Reduce 58.46% | 102,525 | $47.15 |
| Q2 2014 | -85,725 | Reduce 83.61% | 16,800 | $47.80 |
| Q3 2014 | -16,800 | Sold Out | 16,800 | $47.80 |
| Q2 2016 | +6,500 | New Buy | 6,500 | $62.62 |
| Q3 2016 | +1.11 M | Add 17082.49% | 1.12 M | $70.18 |
| Q4 2016 | +408,292 | Add 36.56% | 1.53 M | $72.97 |
| Q1 2017 | -20,920 | Reduce 1.37% | 1.5 M | $80.56 |
| Q2 2017 | +32,000 | Add 2.13% | 1.54 M | $76.93 |
| Q3 2017 | +202,981 | Add 13.21% | 1.74 M | $89.64 |
| Q4 2017 | +382,944 | Add 22.02% | 2.12 M | $104.44 |
| Q1 2018 | +139,378 | Add 6.57% | 2.26 M | $103.89 |
| Q2 2018 | -305,535 | Reduce 13.51% | 1.96 M | $110.25 |
| Q3 2018 | -239,380 | Reduce 12.24% | 1.72 M | $107.29 |
| Q4 2018 | +882,009 | Add 51.38% | 2.6 M | $94.50 |
| Q1 2019 | -307,799 | Reduce 11.84% | 2.29 M | $106.07 |
| Q2 2019 | -132,252 | Reduce 5.77% | 2.16 M | $114.76 |
| Q3 2019 | -182,567 | Reduce 8.46% | 1.98 M | $129.24 |
| Q4 2019 | +183,902 | Add 9.31% | 2.16 M | $128.29 |
| Q1 2020 | -167,978 | Reduce 7.78% | 1.99 M | $99.93 |
| Q2 2020 | +9,764 | Add 0.49% | 2 M | $126.97 |
| Q3 2020 | -16,070 | Reduce 0.80% | 1.99 M | $142.79 |
| Q4 2020 | -72,867 | Reduce 3.67% | 1.91 M | $164.13 |
| Q1 2021 | +164,966 | Add 8.62% | 2.08 M | $188.99 |
| Q2 2021 | -174,412 | Reduce 8.39% | 1.9 M | $192.30 |
| Q3 2021 | +91,339 | Add 4.80% | 1.99 M | $192.21 |
| Q4 2021 | -1,446 | Reduce 0.07% | 1.99 M | $188.47 |
| Q1 2022 | +390,377 | Add 19.59% | 2.38 M | $183.48 |
| Q2 2022 | -44,002 | Reduce 1.85% | 2.34 M | $153.65 |
| Q3 2022 | -15,311 | Reduce 0.65% | 2.32 M | $154.78 |
| Q4 2022 | -126,797 | Reduce 5.46% | 2.2 M | $165.22 |
| Q1 2023 | -10,558 | Reduce 0.48% | 2.19 M | $186.01 |
| Q2 2023 | +10,004 | Add 0.46% | 2.2 M | $180.02 |
| Q3 2023 | +346,264 | Add 15.76% | 2.54 M | $159.01 |
| Q4 2023 | +652,150 | Add 25.64% | 3.2 M | $170.46 |
| Q1 2024 | +676,254 | Add 21.16% | 3.87 M | $174.21 |
| Q2 2024 | +167,863 | Add 4.34% | 4.04 M | $194.53 |
| Q3 2024 | +206,218 | Add 5.11% | 4.25 M | $206.57 |
| Q4 2024 | +43,483 | Add 1.02% | 4.29 M | $187.51 |
| Q1 2025 | +261,089 | Add 6.09% | 4.55 M | $179.70 |
| Q2 2025 | +65,060 | Add 1.43% | 4.62 M | $207.62 |
| Q3 2025 | +38,828 | Add 0.84% | 4.65 M | $183.73 |
Jeremy Grantham's Texas Instruments Incorporated Investment FAQs
Jeremy Grantham first purchased Texas Instruments Incorporated (TXN) in Q2 2013, acquiring 161,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Texas Instruments Incorporated (TXN) for 50 quarters since Q2 2013.
Jeremy Grantham's largest addition to Texas Instruments Incorporated (TXN) was in Q3 2016, adding 1,116,862 shares worth $78.38 M.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 4,654,133 shares of Texas Instruments Incorporated (TXN), valued at approximately $855.1 M.
As of the Q3 2025 filing, Texas Instruments Incorporated (TXN) represents approximately 2.41% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Texas Instruments Incorporated (TXN) was 4,654,133 shares, as reported at the end of Q3 2025.