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T-Mobile US, Inc.

TMUS Communication Services
$214.82 $-2.57 (-1.18%)
Market Cap: $236.7 B
Gurus Holding
12
Popularity Rank
#244
% of Shares Held
0.65%
Net Activity (Q4 2025)
+$90.76 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 Q4 2025, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.53 B.

Top institutional holders include Andreas Halvorsen and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $90.76 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies who increased their stake by 339.5%. Conversely, Steven Cohen reduced exposure by 94.6%.

Key Holders

Top 5 by Value

$762.26 M
$253.75 M
$80.34 M
$46.62 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$369.06 M
Total Buy Value
New Buys 0
Additions 7
-$278.3 M
Total Sell Value
Reductions 5
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
7

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

Major holders include Andreas Halvorsen ($762.26 M), Cliff Asness ($253.75 M), Renaissance Technologies ($220.06 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 7.12 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $90.76 M, with 7 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 1 fully exited TMUS. The total reported sell value was $278.3 M.

Yes, 0 managers opened new positions in TMUS, and 7 increased their existing holdings. The total reported buy value was $369.06 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.02% Add 15.1% 3,754,218 $762.26 M Q4 2025
0.13% Add 24.5% 1,249,765 $253.75 M Q4 2025
0.34% Add 339.5% 1,083,807 $220.06 M Q4 2025
0.15% Reduce -3.6% 395,673 $80.34 M Q4 2025
0.17% Add 76.7% 229,631 $46.62 M Q4 2025
0.18% Add 202.4% 169,532 $34.42 M Q4 2025
0.06% Add 50.9% 84,667 $17.19 M Q4 2025
0.02% Reduce -94.6% 77,606 $15.76 M Q4 2025
0.13% Reduce -0.8% 68,025 $13.81 M Q4 2025
0.00% Reduce -2.4% 5,199 $1.06 M Q4 2025
0.00% Add 53.7% 2,230 $452,878 Q4 2025
0.01% Reduce -79.7% 1,967 $399,380 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form