# Texas Instruments (TXN): value investors who own it

11 value investors held Texas Instruments in their Q3 2026 13F, led by Fundsmith, Davis Selected Advisers, Matrix Asset Advisors, Markel Group, Weitz…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Fundsmith | 3.9% | $536m | Trimmed -31% | 10 |
| Davis Selected Advisers | 3.1% | $727m | Trimmed -14% | 53 |
| Matrix Asset Advisors | 2.2% | $27.1m | Trimmed -1.6% | 19 |
| Markel Group | 1.6% | $216m | Unchanged | 42 |
| Weitz Investment Management | 1.6% | $23.2m | Trimmed -51% | 53 |
| Troy Asset Management | 1.3% | $45.8m | Trimmed -7.4% | 15 |
| Mairs & Power | 0.6% | $64.8m | Trimmed -5.9% | 24 |
| First Eagle Investment Management | 0.0% | $15.6m | Trimmed -99% | 44 |
| Harris Associates (Oakmark) | 0.0% | $13.8m | Trimmed -2.6% | 53 |
| Brave Warrior Advisors | 0.0% | $301k | New | 1 |
| Jensen Investment Management | 0.0% | $372k | Trimmed -11% | 31 |

## Directors buying and selling (Form 4, last 12 months)

| Date | Who | Role | Bought or sold | Shares | Value |
| --- | --- | --- | --- | --- | --- |
| 2026-08-27 | Abraham Tsedeniya | Sr. Vice President | Sold | 6408 | $1.7m |
| 2026-08-27 | Abraham Tsedeniya | Sr. Vice President | Sold | 592 | $157k |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Weitz Partners Value Fund | Weitz Investment Management | 3.9% | $19.4m | 2026-06-30 |
| Fundsmith Equity ETF | Fundsmith | 3.1% | $244k | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/txn). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.