T-Mobile US, Inc.

TMUS Communication Services
$196.68 +$7.4 (3.91%)
Market Cap: $219.99 B
Gurus Holding
13
Popularity Rank
#150
% of Shares Held
0.60%
Net Activity (Q3 2025)
+$399.09 M

Guru Ownership Trend

Guru Analysis for T-Mobile US, Inc. (TMUS)

T-Mobile US, Inc. (TMUS), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q3 2025, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.31 B.

Top institutional holders include Andreas Halvorsen and Steven Cohen.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $399.09 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Renaissance Technologies reduced exposure by 43.0%.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.03% Add 14.7% 3,262,466 $780.97 M Q3 2025
0.57% New Buy 1,425,230 $341.17 M Q3 2025
0.15% Add 0.6% 1,003,505 $240.22 M Q3 2025
0.17% Reduce -2.8% 410,314 $98.22 M Q3 2025
0.08% Reduce -43.0% 246,607 $59.03 M Q3 2025
0.12% Add 17.9% 129,991 $31.12 M Q3 2025
0.16% Reduce -5.7% 68,557 $16.41 M Q3 2025
0.06% Reduce -25.4% 56,111 $13.43 M Q3 2025
0.06% Add 25.3% 56,061 $13.42 M Q3 2025
0.03% New Buy 9,676 $2.32 M Q3 2025
0.00% 5,328 $1.28 M Q3 2025
0.00% Reduce -13.7% 1,451 $347,426 Q3 2025
0.00% New Buy 33 $7,900 Q3 2025

Key Holders

Top 5 by Value

$780.97 M
$341.17 M
$240.22 M
$98.22 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$452.14 M
Total Buy Value
New Buys 3
Additions 4
-$53.05 M
Total Sell Value
Reductions 5
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
5
Net Buyers
7

FAQs for T-Mobile US, Inc. (TMUS)

Major holders include Andreas Halvorsen ($780.97 M), Steven Cohen ($341.17 M), Cliff Asness ($240.22 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 6.68 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $399.09 M, with 7 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited TMUS. The total reported sell value was $53.05 M.

Yes, 3 managers opened new positions in TMUS, and 4 increased their existing holdings. The total reported buy value was $452.14 M.