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TXN - TEXAS INSTRS INC

This page shows which of the focused investors we track hold TXN and how their positions changed, so you can see how much conviction the group has in the stock.

In Q1 2026 it was held by 12 managers with an aggregate reported value of $2.1B, which is 0.19% of the combined portfolio.

As of Q1 2026, 12 tracked institutional managers held TXN (TEXAS INSTRS INC) with an aggregate reported value of $2.1B0.19% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2026
Ticker
TXN

13F data is delayed and excludes shorts/non-13F assets.

Holders

1First Eagle - First Eagle Investment Management0.94%Add +0.7%3,674,253$713.32M
2Christopher Davis - Davis Advisors 2.54%Reduce -0.1%2,849,671$553.24M
3Terry Smith - Fundsmith3.97%Reduce -0.0%2,623,124$509.25M
4Thomas Gayner - Markel Asset Management1.18%-724,000$140.56M
5Mairs & Power Growth Fund - Mairs & Power Growth Fund0.46%Reduce -1.8%231,151$44.88M
6Sarah Ketterer - Causeway Capital Management0.49%New206,214$40.03M
7Wallace Weitz - Weitz Investment Management2.17%Reduce -3.0%160,100$31.08M
8David Katz - Matrix Asset Advisors2.46%Add +3.3%138,263$26.84M
9Torray Funds - Torray Funds3.45%Reduce -13.5%121,157$23.52M
10Bill Nygren - Oakmark Funds0.01%Reduce -1.6%47,510$9.22M
11Robert Olstein - Olstein Capital Management0.93%Reduce -18.5%22,000$4.27M
12Jensen Investment Management - Jensen Investment Management0.01%Reduce -85.5%1,399$271.6K
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