Texas Instruments (TXN)
What changed in recent filings
- Revenue +23% YoYQuarter ended Jun 30, 2026
- Analog segment 78% → 80%Sep 30, 2024 → Jun 30, 2026
- Institutions — 11 new · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding Texas Instruments
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 2 → 2026 Q2: 12 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 Texas Instruments
Institutions we track that reported holding this stock in their most recent 13F.
- Baillie Gifford & Co0.42% of portfolio · since 2022 Q2
- Tudor Investment CorpNew this quarter0.12% of portfolio · since 2026 Q2
- Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
- Bridgewater AssociatesNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Moore Capital ManagementNew this quarter0.04% of portfolio · since 2026 Q2
- Soros Fund ManagementNew this quarter0.02% of portfolio · since 2026 Q2
- Point72 Asset ManagementNew this quarter0.45% of portfolio · since 2026 Q2
- Fundsmith3.93% of portfolio · held as of 2026 Q2 or earlier
- Caisse de depot (Quebec)0.69% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)0.41% of portfolio · held as of 2026 Q2 or earlier
- PRIMECAP Management1.50% of portfolio · held as of 2026 Q2 or earlier
- Harris Associates (Oakmark)0.02% 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
The world's No. 1 in analog chips. It sustains stable demand and high margins with industrial and automotive chips.
What is the Semiconductors sector?
Fabless, foundry, and equipment. A core beneficiary of AI demand.
Texas Instruments is classified under the Semiconductors sector. See peers below.
Texas Instruments key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
Texas Instruments vs Semiconductors sector benchmark
Median of 32 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
TXN revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $5.5B, +22.8% YoY.
The largest segment is Analog, 79.9% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Analog segment (about 90% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
TXN segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
ETFs holding Texas Instruments
Per SEC N-PORT · 2026-05-31 · by weight · factual
TXN on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Semiconductors average
Peers · Semiconductors
TXN FAQ
What is Texas Instruments (TXN)?
The world's No. 1 in analog chips. It sustains stable demand and high margins with industrial and automotive chips.
What sector is Texas Instruments in?
Texas Instruments is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.
What are Texas Instruments's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 16.7%, Operating margin 42.3%, Net margin 31.1%, ROE 30.7%, Debt-to-equity 0.78x. Definitions and interpretation are available on Stocklore.
What are Texas Instruments's main revenue segments?
The largest segment is Analog, about 79.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze Texas Instruments (TXN) stock?
On Stocklore you can see TXN'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.