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The TJX Companies, Inc.

TJX Consumer Discretionary
$165.17 +$0.82 (0.50%)
Market Cap: $182.46 B
Gurus Holding
15
Popularity Rank
#95
% of Shares Held
1.11%
Net Activity (Q1 2026)
+$221.39 M

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 Q1 2026, a total of 15 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.02 B.

Top institutional holders include Cliff Asness and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $221.39 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, Louis Moore Bacon reduced exposure by 71.8%.

Key Holders

Top 5 by Value

$951.8 M
$592.89 M
$112.64 M
$56.92 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$306.37 M
Total Buy Value
New Buys 1
Additions 4
-$84.98 M
Total Sell Value
Reductions 7
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
7
Net Buyers
5

FAQs for The TJX Companies, Inc. (TJX)

Major holders include Cliff Asness ($951.8 M), Jeremy Grantham ($592.89 M), Manning & Napier Group ($114.2 M). According to the latest reported data, 15 tracked investment managers collectively hold approximately 12.25 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $221.39 M, with 5 managers increasing positions and 7 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 0 fully exited TJX. The total reported sell value was $84.98 M.

Yes, 1 managers opened new positions in TJX, and 4 increased their existing holdings. The total reported buy value was $306.37 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.44% Add 25.5% 6,040,896 $951.8 M Q1 2026
1.52% Reduce -2.3% 3,712,526 $592.89 M Q1 2026
1.61% Reduce -5.4% 715,106 $114.2 M Q1 2026
0.21% Add 4185.9% 705,328 $112.64 M Q1 2026
0.02% Reduce -17.5% 356,412 $56.92 M Q1 2026
0.13% Add 4.3% 269,896 $43.1 M Q1 2026
0.06% Reduce -57.1% 238,500 $38.09 M Q1 2026
0.13% 134,416 $21.47 M Q1 2026
0.04% Add 9.1% 50,596 $8.08 M Q1 2026
0.01% Reduce -29.7% 11,942 $1.91 M Q1 2026
0.01% Reduce -2.5% 4,556 $727,593 Q1 2026
0.01% New Buy 4,193 $669,622 Q1 2026
0.01% 3,315 $529,406 Q1 2026
0.01% Reduce -71.8% 2,548 $406,916 Q1 2026
0.04% 2,350 $375,295 Q1 2026
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Transaction
Value
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SEC Form