Stocklore

T-Mobile US, Inc. (TMUS)

Telecom · US stock

What changed in recent filings

  • Branded Postpaid Revenue segment 65% → 70%Mar 31, 2025 → Jun 30, 2026
  • Institutions — 3 new · 3 added · 1 reduced13F · as of end of 2026 Q2

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding T-Mobile US, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 12
2019 Q1 · 82019 Q2 · 72019 Q3 · 52019 Q4 · 52020 Q1 · 52020 Q2 · 102020 Q3 · 102020 Q4 · 102021 Q1 · 102021 Q2 · 112021 Q3 · 102021 Q4 · 122022 Q1 · 102022 Q2 · 112022 Q3 · 122022 Q4 · 102023 Q1 · 102023 Q2 · 92023 Q3 · 112023 Q4 · 102024 Q1 · 62024 Q2 · 62024 Q3 · 52024 Q4 · 62025 Q1 · 72025 Q2 · 52025 Q3 · 72025 Q4 · 72026 Q1 · 82026 Q2 · 8
19 Q122 Q326 Q2

2019 Q1: 8 → 2026 Q2: 8 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold T-Mobile US, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Dodge & Cox0.56% of portfolio · since 2020 Q2
  • SoftBank Vision Fund9.23% of portfolio · since 2020 Q2
  • Bridgewater Associates0.12% of portfolio · since 2021 Q4
  • Point72 Asset Management0.21% of portfolio · since 2025 Q3
  • Moore Capital Management0.07% of portfolio · since 2025 Q3
  • Caisse de depot (Quebec)0.23% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.14% of portfolio · held as of 2026 Q2 or earlier
  • PRIMECAP Management0.04% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

T-Mobile US. The No. 2 US wireless carrier. It leads Verizon and AT&T in 5G network buildout and is rapidly adding subscribers with low-price plans.

What is the Telecom sector?

Mobile, wireline, and cable. Stable subscription revenue model.

T-Mobile US, Inc. is classified under the Telecom sector. See peers below.

T-Mobile US, Inc. key financials

Based on SEC filings · as of Jun 30, 2026

18.6%
1.46x
as of Dec 31, 2025

Tap a metric name to see its meaning in the glossary.

T-Mobile US, Inc. vs Telecom sector benchmark

Median of 7 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
9.7%vs benchmark 1.0%↑ above
Operating margin
24.1%vs benchmark 21.0%↑ above
Net margin
11.5%vs benchmark 10.3%↑ above
ROE
18.6%vs benchmark 18.0%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

TMUS segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Mar '25Jun '25Mar '26Jun '26
Branded Postpaid Revenue 70%Product, Equipment 15%Branded Prepaid Revenue 11%Wholesale and Other Service Revenue 3%Other products and services 1%

ETFs holding T-Mobile US, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLCState Street(R) Communication Services Select Sector SPDR(R) ETF
4.15%
QQQMInvesco NASDAQ 100 ETF
0.90%
QQQInvesco QQQ Trust, Series 1
0.79%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
0.39%
VTVVANGUARD VALUE INDEX FUND
0.27%
RSPInvesco S&P 500 Equal Weight ETF
0.18%
SPY
0.12%
VOOVANGUARD 500 INDEX FUND
0.12%
IVViShares Core S&P 500 ETF
0.12%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.11%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.10%

TMUS on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Telecom average
See full TMUS analysis →

Peers · Telecom

TMUS FAQ

What is T-Mobile US, Inc. (TMUS)?

T-Mobile US. The No. 2 US wireless carrier. It leads Verizon and AT&T in 5G network buildout and is rapidly adding subscribers with low-price plans.

What sector is T-Mobile US, Inc. in?

T-Mobile US, Inc. is classified under Telecom. Mobile, wireline, and cable. Stable subscription revenue model.

What are T-Mobile US, Inc.'s key financials?

As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 9.7%, Operating margin 24.1%, Net margin 11.5%, ROE 18.6%, Debt-to-equity 1.46x. Definitions and interpretation are available on Stocklore.

Where can I analyze T-Mobile US, Inc. (TMUS) stock?

On Stocklore you can see TMUS's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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