Guru Ownership Trend
Guru Analysis for The TJX Companies, Inc. (TJX)
The TJX Companies, Inc. (TJX), a key player in the Consumer Discretionary 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 $1.32 B.
Top institutional holders include Jeremy Grantham and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $212.73 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Renaissance Technologies reduced exposure by 36.7%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 1.49% | Add 0.1% | 3,652,215 | $527.89 M | Q3 2025 | |
| 0.28% | Add 73.7% | 3,061,312 | $441.53 M | Q3 2025 | |
| 0.14% | Reduce -36.7% | 723,300 | $104.55 M | Q3 2025 | |
| 0.96% | New Buy | 521,332 | $75.35 M | Q3 2025 | |
| 0.02% | Reduce -2.5% | 467,417 | $67.56 M | Q3 2025 | |
| 0.14% | Add 17.2% | 228,991 | $33.1 M | Q3 2025 | |
| 0.09% | 134,416 | $19.43 M | Q3 2025 | ||
| 0.12% | New Buy | 60,964 | $8.81 M | Q3 2025 | |
| 0.02% | New Buy | 8,530 | $1.23 M | Q3 2025 | |
| 0.01% | Reduce -22.2% | 5,950 | $860,013 | Q3 2025 | |
| 0.00% | Add 15.8% | 3,315 | $479,150 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| 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 The TJX Companies, Inc. (TJX)
Major holders include Jeremy Grantham ($527.89 M), Cliff Asness ($441.53 M), Renaissance Technologies ($104.55 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 8.87 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $212.73 M, with 7 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited TJX. The total reported sell value was $65.63 M.
Yes, 3 managers opened new positions in TJX, and 4 increased their existing holdings. The total reported buy value was $278.36 M.