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Texas Instruments Incorporated

TXN Technology
$301.12 +$4.02 (1.35%)
Market Cap: $274.05 B
Gurus Holding
19
Popularity Rank
#42
% of Shares Held
2.09%
Net Activity (Q1 2026)
-$197.27 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 Q1 2026, a total of 19 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $5.71 B.

Top institutional holders include Jeremy Grantham and First Eagle Investment.

Institutional sentiment is currently Bearish. This is evidenced by a $197.27 M net outflow during the quarter.

Recent activity highlights Sarah Ketterer who opened a new position. Conversely, Jefferies Group reduced exposure by 68.9%.

Key Holders

Top 5 by Value

$982.55 M
$553.24 M
$509.25 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$90.07 M
Total Buy Value
New Buys 1
Additions 7
-$287.34 M
Total Sell Value
Reductions 10
Sold Out 4

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
14
Net Buyers
8

FAQs for Texas Instruments Incorporated (TXN)

Major holders include Jeremy Grantham ($982.55 M), First Eagle Investment ($713.32 M), Chris Davis ($553.24 M). According to the latest reported data, 19 tracked investment managers collectively hold approximately 18.98 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $197.27 M, with 8 managers increasing positions and 14 managers reducing holdings.

During the most recent reporting period, 10 managers trimmed their positions, while 4 fully exited TXN. The total reported sell value was $287.34 M.

Yes, 1 managers opened new positions in TXN, and 7 increased their existing holdings. The total reported buy value was $90.07 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.51% Add 3.5% 5,061,047 $982.55 M Q1 2026
0.94% Add 0.7% 3,674,253 $713.32 M Q1 2026
2.54% Reduce -0.1% 2,849,671 $553.24 M Q1 2026
3.97% Reduce 0.0% 2,623,124 $509.25 M Q1 2026
2.48% Reduce -36.5% 2,045,980 $397.21 M Q1 2026
0.26% Reduce -0.6% 851,300 $165.27 M Q1 2026
1.18% 724,000 $140.56 M Q1 2026
0.02% Add 23.0% 282,022 $53.9 M Q1 2026
0.46% Reduce -1.8% 231,151 $44.88 M Q1 2026
0.49% New Buy 206,214 $40.03 M Q1 2026
2.17% Reduce -3.0% 160,100 $31.08 M Q1 2026
0.20% Add 2.7% 104,982 $20.38 M Q1 2026
0.06% Add 4.8% 104,967 $20.38 M Q1 2026
0.03% Reduce -68.9% 25,758 $5 M Q1 2026
0.93% Reduce -18.5% 22,000 $4.27 M Q1 2026
0.00% Reduce -4.7% 5,163 $1 M Q1 2026
0.05% Add 0.1% 2,529 $490,886 Q1 2026
0.10% Reduce -57.9% 2,158 $418,954 Q1 2026
0.00% Add 19.9% 374 $72,608 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form