TEL

Te Connectivity PLC Cross-source read$204.99 1.75%
IndustrialsCUSIP G87052109· EOD Sep 8, 2026

Among active 13F managers last quarter, 1 opened and 30 added, while 23 reduced; the largest holder to move was Dodge & Cox (−1.2%). Over the last 180 days, 1 insider sold and none bought, a net -$6.1M in open-market trades.

Tracked 13F holders
1,139
912 in Q2 2026 filings
13F value (tracked)
$51.8B
Smart-money readMixed
Net sellingNet buying
Funds · active managers, latest 13F
31 adding · 23 trimming
Insiders · Form 4 open-market, 180d
0 buying · 1 selling · -$6.1M
US House · STOCK Act, 180d
1 buying · 0 selling · +$24K

The legs disagree, or only one of them leans.

Price & smart-money activity

$204.99 1.75%5Y +40.1%
$98.96$138.68$178.40$218.11$257.8320212022202320242025202628632231027742151725205225208236203286220714317288193013734290262
Hover for who · click for detailEnd-of-day closing prices52w $195.84 – $249.00

Who owns TEL?

1,139 tracked 13F filers · ranked by shares held

1,139 tracked 13F filers disclose a position in TEL as of the latest SEC 13F filings, a combined $51.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1BlackRock, Inc.27.1M
$5.5B
+4.7%
Added · +1.2M sh
Q2 2026
2Vanguard Capital Management LLC19.0M
$3.8B
~0%
Reduced · −4K sh
Q2 2026
3Vanguard Portfolio Management LLC16.8M
$3.4B
+1.2%
Added · +200K sh
Q2 2026
4Dodge & Cox14.7M
$3.1B
−1.2%
Reduced · −185K sh
Q1 2026
5State Street Corp13.6M
$2.8B
+5.7%
Added · +730K sh
Q2 2026
6Ameriprise Financial Inc9.0M
$1.9B
+20%
Added · +1.5M sh
Q1 2026
7Price T Rowe Associates Inc7.7M
$1.5B
−14%
Reduced · −1.3M sh
Q2 2026
8Geode Capital Management, LLC6.6M
$1.3B
+1.7%
Added · +109K sh
Q2 2026
9Bank Of America Corp6.0M
$1.2B
−3.2%
Reduced · −197K sh
Q1 2026
10Clearbridge Investments, LLC4.2M
$876.8M
−8.1%
Reduced · −372K sh
Q1 2026
11Norges Bank4.1M
$938.7M
+14%
Added · +514K sh
Q4 2025
12Bank of New York Mellon Corp3.7M
$764.3M
−17%
Reduced · −747K sh
Q1 2026
13Morgan Stanley3.5M
$736.4M
−2.7%
Reduced · −98K sh
Q1 2026
14Baird Financial Group, Inc.3.1M
$654.0M
+5.2%
Added · +154K sh
Q1 2026
15Dimensional Fund Advisors LP3.0M
$618.1M
+4.2%
Added · +118K sh
Q1 2026
16Harris Associates L P2.8M
$588.6M
−13%
Reduced · −414K sh
Q1 2026
17Janus Henderson Group Ltd.2.8M
$588.0M
−1.7%
Reduced · −48K sh
Q1 2026
18Arrowstreet Capital, Limited Partnership2.8M
$586.0M
−9.7%
Reduced · −302K sh
Q1 2026
19Northern Trust Corp2.8M
$585.3M
+1.6%
Added · +43K sh
Q1 2026
20Legal & General Group Plc2.5M
$521.3M
−5.0%
Reduced · −133K sh
Q1 2026
21Goldman Sachs Group Inc2.3M
$475.8M
+42%
Added · +676K sh
Q1 2026
22Charles Schwab Investment Management Inc2.3M
$473.8M
+1.3%
Added · +29K sh
Q1 2026
23D. E. Shaw & Co., Inc.2.3M
$472.1M
+150%
Added · +1.4M sh
Q1 2026
24Amundi2.3M
$471.7M
+37%
Added · +612K sh
Q1 2026
25UBS AM, a distinct business unit of UBS Asset Management Americas LLC2.3M
$471.4M
+2.3%
Added · +51K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is TEL being bought or sold by institutions?

Last quarter, 1 fund opened a new position in TEL and 30 added to an existing one, while 23 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
30
added to an existing position
Reduced
23
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own TEL also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT722 funds$334.4B
Nvidia CorpNVDA711 funds$506.0B
Amazon.com IncAMZN705 funds$258.3B
Apple IncAAPL703 funds$375.5B
Alphabet Inc-CL AGOOGL698 funds$243.1B
Meta Platforms Inc-Class AMETA691 funds$143.5B
JPMorgan Chase & CoJPM688 funds$92.6B
Eli Lilly & CoLLY687 funds$102.3B
Broadcom IncAVGO682 funds$202.2B
Visa Inc-Class A SharesV676 funds$82.4B
Johnson & JohnsonJNJ674 funds$69.3B
Cisco Systems IncCSCO668 funds$45.1B

Ranked by how many of TEL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TEL.

Insider activity (Form 4)

Full insider page →
Sells · 180d
$6.1M
1 insider
Net · 180d
-$6.1M
4 open-market transactions
DateInsiderRoleActionSharesValue
Jun 1, 2026Kroeger Shadrak WPres., Industrial SolutionsSell (S)9K$2.0M
May 6, 2026Kroeger Shadrak WPres., Industrial SolutionsSell (S)9K$2.0M
Apr 8, 2026Kroeger Shadrak WPres., Industrial SolutionsSell (S)
2 lots, same day
9K$2.1M
Mar 2, 2026Kroeger Shadrak WPres., Industrial SolutionsSell (S)
6 lots, same day
9K$2.1M
Feb 13, 2026Kroeger Shadrak WPres., Industrial SolutionsSell (S)
11 lots, same day
16K$3.7M
Feb 13, 2026Shaffer Reuben M.SVP and Corporate ControllerSell (S)1K$334K
Feb 9, 2026Jenkins John SEVP & General CounselSell (S)6K$1.4M
Dec 19, 2025Mitts Heath AEVP & Chief Financial Officer, DirectorSell (S)
2 lots, same day
6K$1.4M
Dec 19, 2025Curtin Terrence RChief Exec. Officer & Director, DirectorSell (S)
5 lots, same day
21K$4.8M
Dec 18, 2025Mitts Heath AEVP & Chief Financial Officer, DirectorSell (S)
3 lots, same day
6K$1.4M
Dec 18, 2025Curtin Terrence RChief Exec. Officer & Director, DirectorSell (S)
4 lots, same day
21K$4.7M
Nov 3, 2025Jenkins John SEVP & General CounselSell (S)
3 lots, same day
25K$6.2M

One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
5346
Insiders
Form 4 open-market
01-$6.1M
US House
STOCK Act trades
10+$24K
Sector rotation
TEL is in Industrials, which smart money is rotating INTO
+$838.2M

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

912 tracked filers in Q2 2026 filingsstill filing
05551109Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $23.9B · 3 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

Keep exploring

Connected entities for TEL

Browse more

Build

Ask your agent what changed in TEL

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/TEL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for TEL.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TEL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.