Guru Ownership Over Time
Guru Analysis for Trimble Inc. (TRMB)
Trimble Inc. (TRMB), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $984.76 M.
Top institutional holders include Al Gore and Jana Partners.
Notably, Jana Partners has expressed high conviction in this stock, allocating 7.44% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $243.1 M net outflow during the quarter.
Recent activity highlights Catherine Wood who increased their stake by 13.8%. Conversely, Jana Partners reduced exposure by 47.9%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 4.52% | Reduce -7.3% | 8,358,112 | $682.44 M | Q3 2025 | |
| 7.44% | Reduce -47.9% | 1,881,399 | $153.62 M | Q3 2025 | |
| 0.45% | Add 13.8% | 918,438 | $74.99 M | Q3 2025 | |
| 0.05% | Reduce -37.1% | 863,823 | $70.53 M | Q3 2025 | |
| 0.09% | Add 10.3% | 257,116 | $20.99 M | Q3 2025 | |
| 0.00% | Reduce -2.0% | 4,503 | $367,670 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Trimble Inc. (TRMB)
Top Guru holders include Al Gore ($682.44 M), Jana Partners ($153.62 M), Catherine Wood ($74.99 M). Collectively, tracked Gurus hold 12.28 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $243.1 M, with 2 Gurus buying and 7 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 3 Gurus sold out of TRMB completely. Total sell value was $254.16 M.
Yes, 0 Gurus opened new positions in TRMB, and 2 added to their existing holdings. Total buy value was $11.06 M.