Who owns TX (TX)
Which tracked institutional funds hold TX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See TX company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
33 tracked funds added or opened TX while 15 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
TX’s largest tracked holder by dollar value, LAZARD ASSET MANAGEMENT LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in TX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 142 tracked filers holding TX, 72 increased or opened the position and 55 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in TX between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 8
- NEUBERGER BERMAN GROUP LLC$6M
- D. E. Shaw & Co., Inc.$3M
- Point72 Asset Management, L.P.$3M
- Militia Capital Management LLC$1M
- MARSHALL WACE, LLP$1M
- BROWN ADVISORY INC$999K
Full exits 3
- Militia Capital Partners, LP$1M
- TOWLE & CO$947K
- Verition Fund Management LLC$771K
Largest adds
- LAZARD ASSET MANAGEMENT LLC$30M
- SCHRODER INVESTMENT MANAGEMENT GROUP$14M
- Amundi$6M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$3M
- Empirical Finance, LLC$3M
- Empowered Funds, LLC$3M
Largest trims
- Ninety One UK Ltd$19M
- Ninety One North America, Inc.$6M
- BlackRock, Inc.$3M
- JANE STREET GROUP, LLC$3M
- MILLENNIUM MANAGEMENT LLC$2M
- OAKTREE CAPITAL MANAGEMENT LP$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT LLC added | 6,336,127 | $254M | 25.6% | 2026-Q1 |
| DONALD SMITH & CO., INC. trimmed | 3,656,867 | $147M | 14.8% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 2,421,218 | $97M | 9.8% | 2026-Q1 |
| Ninety One UK Ltd trimmed | 1,291,623 | $52M | 5.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,187,035 | $48M | 4.8% | 2026-Q1 |
| Cape Ann Asset Management Ltd trimmed | 1,067,811 | $43M | 4.3% | 2026-Q1 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 992,413 | $40M | 4.0% | 2026-Q1 |
| Amundi added | 703,304 | $28M | 2.8% | 2026-Q1 |
| Ninety One North America, Inc. trimmed | 598,167 | $24M | 2.4% | 2026-Q1 |
| PRUDENTIAL PLC added | 590,781 | $24M | 2.4% | 2026-Q1 |
| OAKTREE CAPITAL MANAGEMENT LP trimmed | 582,924 | $23M | 2.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 518,621 | $21M | 2.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 489,844 | $20M | 2.0% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 413,553 | $17M | 1.7% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 186,700 | $7M | 0.8% | 2026-Q1 |
| Westwood Global Investments, LLC trimmed | 181,022 | $7M | 0.7% | 2026-Q1 |
| Empirical Finance, LLC added | 161,171 | $6M | 0.7% | 2026-Q1 |
| Empowered Funds, LLC added | 161,171 | $6M | 0.7% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC new | 140,244 | $6M | 0.6% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 127,410 | $5M | 0.5% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | 120,249 | $5M | 0.5% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 119,229 | $5M | 0.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 115,700 | $5M | 0.5% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 114,072 | $5M | 0.5% | 2026-Q1 |
| DEPRINCE RACE & ZOLLO INC trimmed | 111,882 | $4M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 97,202 | $4M | 0.4% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 92,528 | $4M | 0.4% | 2026-Q1 |
| Allianz Asset Management GmbH added | 90,689 | $4M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 87,567 | $4M | 0.4% | 2026-Q1 |
| UBS Group AG added | 77,153 | $3M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 73,328 | $3M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 70,406 | $3M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 68,467 | $3M | 0.3% | 2026-Q1 |
| STATE STREET CORP added | 59,456 | $2M | 0.2% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed | 57,114 | $2M | 0.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 50,320 | $2M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 49,601 | $2M | 0.2% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 48,233 | $2M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 43,670 | $2M | 0.2% | 2026-Q1 |
| Vident Advisory, LLC added | 40,513 | $2M | 0.2% | 2026-Q1 |
| Oaktree Fund Advisors, LLC trimmed | 38,186 | $2M | 0.2% | 2026-Q1 |
| Militia Capital Management LLC new | 37,000 | $1M | 0.1% | 2026-Q1 |
| Numerai GP LLC trimmed | 35,523 | $1M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 34,485 | $1M | 0.1% | 2026-Q1 |
| Brooklyn Investment Group added | 30,370 | $1M | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 28,040 | $1M | 0.1% | 2026-Q1 |
| LPL Financial LLC added | 27,771 | $1M | 0.1% | 2026-Q1 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 26,796 | $1M | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 25,518 | $1M | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC new | 24,872 | $999K | 0.1% | 2026-Q1 |
| Oldfield Partners LLP | 23,495 | $897K | 0.1% | 2026-Q1 |
| Invesco Ltd. | 22,045 | $885K | 0.1% | 2026-Q1 |
| Boston Partners trimmed | 21,759 | $874K | 0.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 21,278 | $854K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP added | 19,967 | $801K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 19,933 | $800K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC new | 19,231 | $772K | 0.1% | 2026-Q1 |
| WealthTrust Axiom LLC | 18,650 | $749K | 0.1% | 2026-Q1 |
| CoreCommodity Management, LLC trimmed | 18,483 | $742K | 0.1% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 18,272 | $734K | 0.1% | 2026-Q1 |
| BEARING POINT CAPITAL, LLC | 18,000 | $723K | 0.1% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 17,080 | $686K | 0.1% | 2026-Q1 |
| Investors Research Corp | 16,950 | $681K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 15,343 | $616K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 14,969 | $601K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 13,158 | $528K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC trimmed | 12,503 | $502K | 0.1% | 2026-Q1 |
| Quantbot Technologies LP added | 12,412 | $498K | 0.1% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 12,439 | $497K | 0.0% | 2026-Q1 |
| Squarepoint Ops LLC added | 11,972 | $481K | 0.0% | 2026-Q1 |
| Trexquant Investment LP trimmed | 11,829 | $475K | 0.0% | 2026-Q1 |
| Mitsubishi UFJ Trust & Banking Corp added | 11,340 | $455K | 0.0% | 2026-Q1 |
| CAXTON ASSOCIATES LLP trimmed | 10,760 | $432K | 0.0% | 2026-Q1 |
| Mariner, LLC trimmed | 9,833 | $395K | 0.0% | 2026-Q1 |
| Employees Retirement System of Texas | 9,480 | $381K | 0.0% | 2026-Q1 |
| Engineers Gate Manager LP trimmed | 9,440 | $379K | 0.0% | 2026-Q1 |
| &PARTNERS trimmed | 9,304 | $370K | 0.0% | 2026-Q1 |
| Jump Financial, LLC trimmed | 9,100 | $365K | 0.0% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC trimmed | 8,879 | $356K | 0.0% | 2026-Q1 |
| Symphony Financial, Ltd. Co. added | 8,805 | $347K | 0.0% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 8,544 | $343K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 7,701 | $309K | 0.0% | 2026-Q1 |
| QRG CAPITAL MANAGEMENT, INC. added | 7,549 | $303K | 0.0% | 2026-Q1 |
| Dynamic Technology Lab Private Ltd trimmed | 7,488 | $301K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 2,265 | $291K | 0.0% | 2026-Q1 |
| Pictet Asset Management Holding SA | 214,054 | $7M | 0.7% | 2025-Q1 stale |
| PRINCIPAL FINANCIAL GROUP INC added | 147,034 | $5M | 0.5% | 2025-Q3 stale |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 48,203 | $2M | 0.2% | 2025-Q3 stale |
| Militia Capital Partners, LP | 37,000 | $1M | 0.1% | 2025-Q4 stale |
| VICTORY CAPITAL MANAGEMENT INC | 45,584 | $1M | 0.1% | 2025-Q2 stale |
| Lingohr Asset Management GmbH new | 33,700 | $985K | 0.1% | 2025-Q1 stale |
| TOWLE & CO | 24,794 | $947K | 0.1% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 24,859 | $775K | 0.1% | 2025-Q1 stale |
| Verition Fund Management LLC added | 20,187 | $771K | 0.1% | 2025-Q4 stale |
| Morningstar Investment Management LLC new | 21,706 | $754K | 0.1% | 2025-Q3 stale |
| Dalton Investments, Inc. | 23,584 | $710K | 0.1% | 2025-Q2 stale |
| Eisler Capital Management Ltd. new | 19,018 | $574K | 0.1% | 2025-Q2 stale |
| MQS Management LLC added | 14,147 | $441K | 0.0% | 2025-Q1 stale |
| Quadrature Capital Ltd trimmed | 8,680 | $331K | 0.0% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 10,200 | $318K | 0.0% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.