Texas Instruments Incorporated (NASDAQ: TXN) is one of the world’s leading analog semiconductor companies. Shares recently traded around $182 per share, giving the company a market cap of roughly $166 billion. With long product cycles, high margins, and a stable analog and embedded processing portfolio, Texas Instruments has become a consistent compounder in the semiconductor sector.
Founded by J. Erik Jonsson, Texas Instruments evolved from an early technology innovator into a widely held institutional staple. Today, large passive funds, selective active managers, and hedge funds all maintain meaningful ownership. Understanding who owns Texas Instruments and how insiders are trading the stock offers insight into how informed investors view its long term trajectory.
Who Are Texas Instruments Top Shareholders?
Texas Instruments’ ownership is anchored by major passive institutions that support long term stability. Active managers made large additions and reductions, showing mixed expectations around near term semiconductor trends.
Texas Instruments Largest Shareholders
- The Vanguard Group: 96,027,542 shares (10.57%), ~$17.53B value. Added 984,431 shares (+1.04%).
- BlackRock Institutional Trust: 50,181,365 shares (5.52%), ~$9.16B value. Added 124,736 shares (+0.25%).
- State Street Investment Management: 43,555,112 shares (4.79%), ~$7.95B value. Added 230,098 shares (+0.53%).
- Charles Schwab Investment Management: 22,771,184 shares (2.51%), ~$4.16B value. Added 844,960 shares (+3.85%).
- Geode Capital Management: 22,616,797 shares (2.49%), ~$4.13B value. Added 392,027 shares (+1.76%).
- Invesco Capital (QQQ Trust): 19,110,123 shares (2.10%), ~$3.49B value. Added 327,936 shares (+1.75%).
- Wellington Management: 17,093,498 shares (1.88%), ~$3.12B value. Cut 2,188,631 shares (11.35%).
- JP Morgan Asset Management: 14,977,586 shares (1.65%), ~$2.73B value. Cut 2,584,273 shares (14.72%).
- Capital Research Global Investors: 14,439,860 shares (1.59%), ~$2.64B value. Cut 1,386,338 shares (8.76%).
- T. Rowe Price Associates: 14,324,697 shares (1.58%), ~$2.61B value. Added 1,400,811 shares (+10.84%).
- Norges Bank Investment Management: 13,661,065 shares (1.50%), ~$2.49B value. Cut 122,145 shares (0.89%).
It appears passive institutions continue to anchor long term ownership, while active funds are split on near term earnings momentum, helping investors understand where conviction and caution currently sit.
Hedge Fund Highlights
One highlight from last quarter is Capula Management, which increased its Texas Instruments stake by 3,664.84%. The firm now holds roughly $1.51M in TXN, which appears to show a sharp repositioning and growing interest in the company’s stable analog-driven fundamentals.
Another notable move comes from Jane Street Group, which lifted its TXN holdings by 178.41%. With about $150.05M now invested, this suggests the firm may be leaning into improving risk reward dynamics as Texas Instruments continues emphasizing long lived products and disciplined capital allocation.
A third highlight is Carlson Capital, which boosted its position by 128.57%. The firm now owns roughly $882k in TXN, indicating rising interest in the company’s margin resilience even during softer semiconductor cycles.
Rounding out the top four, DE Shaw increased its stake by 87.25%, bringing its position to approximately $712.94M. This move appears to reflect the firm’s constructive view on Texas Instruments’ long term earnings stability and consistent cash generation.
Taken together, these shifts suggest several hedge funds are tilting more positively toward Texas Instruments’ long term fundamentals, offering investors deeper insight into strengthening institutional sentiment.
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Texas Instruments’ Recent Insider Trades
Recent filings show modest administrative entries and selective selling. While none meaningfully shift ownership, they help illustrate how leadership may be managing exposure at current prices.
Recent Insider Activity
- Julie C. Knecht: Sold 225 and 247 shares on 11/25/25 at $0, which appears administrative.
- Ronald Kirk: Sold 9,990 shares at $162.33 on 11/23/25 and recorded 9,990 shares at $52.93, which may relate to grant timing.
- Christine Witzsche: Sold 1,000 shares at $164.31 on 11/12/25, sold 1,403 shares at $160.51 on 10/30/25, and recorded 1,000 shares at $52.93.
- Katharine Kane: Sold 822 shares at $160.51 on 10/30/25.
- Richard K. Templeton: Recorded 660, 660, and 1,760 shares at $0 on 10/28/25, which appears tied to internal equity transfers
- Pamela H. Patsley: Recorded 151 shares on 9/18/25.
- Curtis C. Farmer: Recorded 151 shares on 9/18/25.
These transactions appear small and mostly administrative, giving investors context on insider participation without signaling a broader shift in sentiment.
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What the Ownership & Insider Trade Data Tell Us
Texas Instruments’ shareholder base is anchored by passive giants like Vanguard, BlackRock, and State Street, giving the stock steady long term institutional support. Among active managers, the mixed moves reflect different views on valuation, earnings momentum, and the semiconductor cycle. Some funds are adding aggressively, while others are trimming positions.
Insider activity appears modest, with several administrative entries and selective small sales. A number of filings look related to equity processing or grant timing, though that cannot be confirmed. Overall, insider behavior does not indicate major shifts in sentiment.
For investors, the takeaway is clear. Texas Instruments continues to be treated as a durable long term compounder, supported by stable margins and consistent cash generation, but both insiders and active institutions appear to be taking a measured approach as the company moves through its multiyear capital investment phase and positions for future growth.
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