Institutional investors reshuffle T‑Mobile US holdings

In late July 2026, several large funds altered their positions in T‑Mobile US. Gamco Investors trimmed its stake by 11 % to about $12.7 million, while Norges Bank opened a new $1.34 billion position. Other managers such as Price T Rowe Associates, Dodge & Cox, Viking Global and Amundi added tens to hundreds of millions of dollars in shares. Sei Investments expanded its holding by more than 60 % to $55.8 million, and insiders sold shares worth roughly $950 k.

A week later, Groupama Asset Management dramatically reduced its T‑Mobile exposure, selling 88 % of its shares and ending with a modest $8.3 million position. At the same time, the firm modestly increased its stake in Motorola Solutions. These moves illustrate a broader trend of institutional investors rebalancing their portfolios, with some cutting exposure to T‑Mobile while others are building or maintaining positions.

Overall, the period shows a mixed pattern of divestments and new investments among major asset managers in T‑Mobile US, reflecting ongoing portfolio adjustments across the sector.