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 Q3 2025, a total of 18 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $4.24 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 | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 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 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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)
Major holders include Jeremy Grantham ($855.1 M), First Eagle Investment ($667.07 M), Diamond Hill Capital ($600.9 M). According to the latest reported data, 18 tracked investment managers collectively hold approximately 19.36 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $110.59 M, with 8 managers increasing positions and 10 managers reducing holdings.
During the most recent reporting period, 7 managers trimmed their positions, while 3 fully exited TXN. The total reported sell value was $126.54 M.
Yes, 3 managers opened new positions in TXN, and 5 increased their existing holdings. The total reported buy value was $237.13 M.