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Texas Instruments Incorporated

TXN Technology
$190.78 +$0.73 (0.38%)
Market Cap: $173.14 B
Gurus Holding
22
Popularity Rank
#20
% of Shares Held
2.20%
Net Activity (Q4 2025)
+$114.36 M

Guru Ownership Trend

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 Q4 2025, a total of 22 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.82 B.

Top institutional holders include Jeremy Grantham and First Eagle Investment.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $114.36 M net inflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 444.6%. Conversely, Paul Tudor Jones reduced exposure by 79.0%.

Key Holders

Top 5 by Value

$847.99 M
$495.01 M
$455.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$200.82 M
Total Buy Value
New Buys 4
Additions 11
-$86.46 M
Total Sell Value
Reductions 6
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
6
Net Buyers
15

FAQs for Texas Instruments Incorporated (TXN)

Major holders include Jeremy Grantham ($847.99 M), First Eagle Investment ($633.12 M), Diamond Hill Capital ($559.36 M). According to the latest reported data, 22 tracked investment managers collectively hold approximately 20.02 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $114.36 M, with 15 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 6 managers trimmed their positions, while 0 fully exited TXN. The total reported sell value was $86.46 M.

Yes, 4 managers opened new positions in TXN, and 11 increased their existing holdings. The total reported buy value was $200.82 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.17% Add 5.0% 4,887,820 $847.99 M Q4 2025
1.11% Add 0.5% 3,649,310 $633.12 M Q4 2025
2.87% Reduce -1.4% 3,224,189 $559.36 M Q4 2025
2.22% Add 23.1% 2,853,227 $495.01 M Q4 2025
2.66% Reduce -3.6% 2,623,552 $455.16 M Q4 2025
0.23% Add 15.2% 856,700 $148.63 M Q4 2025
1.00% 724,000 $125.61 M Q4 2025
0.39% Reduce -0.6% 235,424 $40.84 M Q4 2025
0.02% Add 7.6% 229,307 $39.78 M Q4 2025
1.70% Add 0.3% 165,100 $28.64 M Q4 2025
0.17% Add 1.5% 102,221 $17.73 M Q4 2025
0.06% Add 57.5% 100,117 $17.37 M Q4 2025
0.20% New Buy 98,191 $17.04 M Q4 2025
0.03% Reduce -79.0% 92,657 $16.08 M Q4 2025
0.07% Add 444.6% 82,896 $14.38 M Q4 2025
0.03% Reduce -9.1% 28,109 $4.88 M Q4 2025
0.96% Add 12.5% 27,000 $4.68 M Q4 2025
0.06% New Buy 24,840 $4.31 M Q4 2025
0.00% Reduce -7.4% 5,417 $939,955 Q4 2025
0.20% New Buy 5,125 $889,136 Q4 2025
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Transaction
Value
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SEC Form