Guru Ownership Over Time
Guru Analysis for Texas Instruments Incorporated (TXN)
Texas Instruments Incorporated (TXN), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.46 B.
Top institutional holders include Jeremy Grantham and First Eagle Investment.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $110.59 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who opened a new position. Conversely, Al Gore reduced exposure by 53.8%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 2.41% | Add 0.8% | 4,654,133 | $855.1 M | Q3 2025 | |
| 1.21% | Reduce -6.2% | 3,630,721 | $667.07 M | Q3 2025 | |
| 2.85% | Reduce -8.2% | 3,270,550 | $600.9 M | Q3 2025 | |
| 2.53% | Add 0.1% | 2,721,881 | $500.09 M | Q3 2025 | |
| 2.22% | Reduce -2.6% | 2,317,408 | $425.78 M | Q3 2025 | |
| 0.18% | New Buy | 743,400 | $136.58 M | Q3 2025 | |
| 1.08% | 724,000 | $133.02 M | Q3 2025 | ||
| 0.14% | New Buy | 441,816 | $81.17 M | Q3 2025 | |
| 0.41% | Add 2.5% | 236,717 | $43.49 M | Q3 2025 | |
| 0.03% | Add 34.9% | 213,173 | $39.03 M | Q3 2025 | |
| 1.64% | 164,575 | $30.24 M | Q3 2025 | ||
| 0.18% | Reduce -3.8% | 100,679 | $18.5 M | Q3 2025 | |
| 0.05% | Add 6.6% | 63,559 | $11.68 M | Q3 2025 | |
| 0.04% | Reduce -53.8% | 30,907 | $5.68 M | Q3 2025 | |
| 0.83% | Reduce -9.4% | 24,000 | $4.41 M | Q3 2025 | |
| 0.01% | 15,222 | $2.8 M | Q3 2025 | ||
| 0.00% | Reduce -23.1% | 5,851 | $1.08 M | Q3 2025 | |
| 0.00% | New Buy | 268 | $49,240 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| 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 Texas Instruments Incorporated (TXN)
Top Guru holders include Jeremy Grantham ($855.1 M), First Eagle Investment ($667.07 M), Diamond Hill Capital ($600.9 M). Collectively, tracked Gurus hold 19.36 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $110.59 M, with 8 Gurus buying and 10 Gurus selling.
In the recent quarter, 7 Gurus reduced their positions, and 3 Gurus sold out of TXN completely. Total sell value was $126.54 M.
Yes, 3 Gurus opened new positions in TXN, and 5 added to their existing holdings. Total buy value was $237.13 M.