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Taiwan Semiconductor Manufacturing Co Ltd

TSM
Exchange
NYSE
Industry
Semiconductors & Related Devices
SEC CIK
0001046179

In the last 90 days, Taiwan Semiconductor Manufacturing Co Ltd insiders filed 100 open-market purchases and 1 sale; 3,586 institutions reported holding it in 13F filings for Q2 2026, worth $363.1B in total; 17 superinvestors hold it, including Coatue Management and Tiger Global Management.

Other share classesTSMWF

13F holders, Q4 2022

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
1,401
+121 vs. Q3 2022
Shares held
849.4M
−23.1M (−2.7%) vs. Q3 2022
Total value
$63.2B
+$3.69B (+6.2%) vs. Q3 2022
New holders
231
525 more added
Sold out
110
483 more reduced

24 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TSM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 1,401 institutions
Q1 2021: 1,354 institutionsQ2 2021: 1,363 institutionsQ3 2021: 1,379 institutionsQ4 2021: 1,498 institutionsQ1 2022: 1,477 institutionsQ2 2022: 1,380 institutionsQ3 2022: 1,304 institutionsQ4 2022: 1,401 institutionsQ1 2023: 1,500 institutionsQ2 2023: 1,568 institutionsQ3 2023: 1,526 institutionsQ4 2023: 1,682 institutionsQ1 2024: 1,914 institutionsQ2 2024: 2,106 institutionsQ3 2024: 2,193 institutionsQ4 2024: 2,468 institutionsQ1 2025: 2,444 institutionsQ2 2025: 2,645 institutionsQ3 2025: 2,801 institutionsQ4 2025: 3,128 institutionsQ1 2026: 3,286 institutionsQ2 2026: 3,586 institutions
Value heldQ4 2022: $63.2B
Q1 2021: $105.9BQ2 2021: $103.4BQ3 2021: $95.6BQ4 2021: $104.1BQ1 2022: $90.6BQ2 2022: $71.2BQ3 2022: $59.7BQ4 2022: $63.2BQ1 2023: $79.7BQ2 2023: $86.4BQ3 2023: $73.6BQ4 2023: $89.6BQ1 2024: $114.9BQ2 2024: $145.1BQ3 2024: $141.4BQ4 2024: $165.2BQ1 2025: $135.8BQ2 2025: $185.8BQ3 2025: $227.0BQ4 2025: $239.7BQ1 2026: $259.3BQ2 2026: $363.1B
Institutions holding TSM and their total value by quarter
QuarterHoldersValue
Q2 20263,586$363.1B
Q1 20263,286$259.3B
Q4 20253,128$239.7B
Q3 20252,801$227.0B
Q2 20252,645$185.8B
Q1 20252,444$135.8B
Q4 20242,468$165.2B
Q3 20242,193$141.4B
Q2 20242,106$145.1B
Q1 20241,914$114.9B
Q4 20231,682$89.6B
Q3 20231,526$73.6B
Q2 20231,568$86.4B
Q1 20231,500$79.7B
Q4 20221,401$63.2B
Q3 20221,304$59.7B
Q2 20221,380$71.2B
Q1 20221,477$90.6B
Q4 20211,498$104.1B
Q3 20211,379$95.6B
Q2 20211,363$103.4B
Q1 20211,354$105.9B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q3 2022.

Institutions holding TSM in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sanders Capital, LLC42,253,560$3.15B8.25%−680,770−1.6%Reduced
JPMorgan Chase & Co34,415,110$2.56B0.36%−4,090,316−10.6%Reduced
Morgan Stanley32,513,567$2.42B0.28%+7,045,899+27.7%Added
FMR LLC27,780,606$2.07B0.21%+11,848,523+74.4%Added
Bank of New York Mellon Corp26,067,266$1.94B0.44%−1,345,253−4.9%Reduced
Capital World Investors25,907,881$1.93B0.41%−4,630,089−15.2%Reduced
Massachusetts Financial Services Co25,025,822$1.86B0.65%−952,507−3.7%Reduced
Fisher Asset Management, LLC24,417,775$1.82B1.23%−708,393−2.8%Reduced
Royal Bank of Canada20,904,564$1.56B0.47%+5,881,140+39.1%Added
Capital International Investors18,791,461$1.40B0.38%−4,584,041−19.6%Reduced
Fiera Capital Corp15,246,923$1.14B3.53%+147,774+1.0%Added
Vanguard Group Inc14,935,685$1.11B0.03%−398,949−2.6%Reduced
Goldman Sachs Group Inc12,971,262$966.2M0.28%+1,181,935+10.0%Added
Arrowstreet Capital, Limited Partnership12,390,924$923.0M1.29%−1,322,936−9.6%Reduced
Schroder Investment Management Group11,342,489$844.9M1.34%+394,914+3.6%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital10,391,400$774.1M7.39%+782,730+8.1%Added
Wellington Management Group LLP10,207,466$760.4M0.15%−584,117−5.4%Reduced
Harding Loevner LP9,950,901$741.5M4.27%−381,424−3.7%Reduced
Van Eck Associates Corp9,923,549$739.2M1.91%−100,061−1.0%Reduced
William Blair Investment Management, LLC9,762,231$727.4M2.78%+615,611+6.7%Added
BlackRock Inc.9,674,517$720.7M0.02%−3,753,820−28.0%Reduced
Bank of America Corp9,197,126$685.1M0.09%−1,883,628−17.0%Reduced
First Eagle Investment Management, LLC9,029,539$672.6M1.85%+122,272+1.4%Added
Berkshire Hathaway IncSuperinvestorBerkshire Hathaway8,292,724$617.7M0.21%−51,768,156−86.2%Reduced
UBS Group AG7,890,766$587.8M0.28%+3,295,295+71.7%Added
AQR Capital Management LLC7,739,013$576.5M1.31%+554,548+7.7%Added
Renaissance Technologies LLC7,577,020$564.4M0.77%+7,550,320+28,278.4%Added
Baillie Gifford & Co7,422,499$552.9M0.58%−214,385−2.8%Reduced
Price T Rowe Associates Inc7,316,222$545.0M0.09%−120,679−1.6%Reduced
GQG Partners LLC6,706,050$499.5M1.35%−11,385,882−62.9%Reduced
Allspring Global Investments Holdings, LLC6,474,263$482.3M0.83%−37,937−0.6%Reduced
Orbis Allan Gray Ltd6,445,296$480.1M3.81%+407,472+6.7%Added
Deutsche Bank AG6,316,219$470.5M0.27%+4,318,775+216.2%Added
Sands Capital Management, LLC5,891,001$438.8M1.66%−357,925−5.7%Reduced
FIL Ltd5,667,838$422.2M0.51%+2,642,730+87.4%Added
Ameriprise Financial Inc5,514,326$409.4M0.14%+113,817+2.1%Added
Russell Investments Group, Ltd.5,452,327$406.5M0.84%−143,163−2.6%Reduced
Franklin Resources Inc5,209,280$388.0M0.20%+452,711+9.5%Added
Barclays PLC4,990,317$371.7M0.32%+331,218+7.1%Added
Lazard Asset Management LLC4,981,243$371.1M0.51%+122,064+2.5%Added
Dimensional Fund Advisors LP4,934,495$367.6M0.13%+5,347+0.1%Added
Vontobel Holding Ltd.4,967,535$362.9M3.66%−805,950−14.0%Reduced
Brown Advisory Inc4,868,886$362.7M0.67%+373,411+8.3%Added
Man Group plc4,777,757$355.9M1.28%+38,373+0.8%Added
Alkeon Capital Management LLC4,737,187$352.9M2.62%−455,513−8.8%Reduced
Two Sigma Advisers, LP4,627,900$344.7M0.96%+1,178,600+34.2%Added
Ruane, Cunniff & Goldfarb L.P.4,504,162$335.5M5.24%−146,868−3.2%Reduced
AustralianSuper Pty Ltd4,427,275$327.8M2.37%+1,845,486+71.5%Added
Ninety One UK Ltd4,183,670$311.6M1.00%+7,652+0.2%Added
State Street Corp4,044,278$303.1M0.02%−23,027−0.6%Reduced
Bamco Inc3,847,405$286.6M0.96%+197,504+5.4%Added
Millennium Management LLC3,705,880$276.1M0.31%+1,496,060+67.7%Added
Driehaus Capital Management LLC3,406,682$253.8M3.78%−44,843−1.3%Reduced
Martin Currie Ltd3,404,791$253.6M9.91%−153,789−4.3%Reduced
Citigroup Inc3,379,715$251.8M0.35%−499,705−12.9%Reduced
Citadel Advisors LLC3,334,497$248.4M0.29%+2,464,564+283.3%Added
State of New Jersey Common Pension Fund D3,297,778$245.7M0.93%+659,689+25.0%Added
Windacre Partnership LLC3,290,000$245.1M5.92%+3,290,000New
Cantillon Capital Management LLC3,250,254$242.1M2.05%−72,028−2.2%Reduced
Royal London Asset Management Ltd3,226,315$240.4M1.08%+442,005+15.9%Added
Wells Fargo & Company3,159,159$235.3M0.07%−131,319−4.0%Reduced
Causeway Capital Management LLC3,058,834$227.9M6.61%−310,791−9.2%Reduced
Northern Trust Corp2,964,320$220.8M0.05%−121,063−3.9%Reduced
D. E. Shaw & Co., Inc.2,845,967$212.0M0.36%+207,304+7.9%Added
Jane Street Group, LLC2,786,122$207.5M0.39%+1,327,993+91.1%Added
Northcape Capital Pty Ltd2,753,253$205.1M25.27%−261,691−8.7%Reduced
Sarasin & Partners LLP2,688,986$200.3M2.62%+702,004+35.3%Added
Susquehanna International Group, LLP2,682,642$199.8M0.39%+843,657+45.9%Added
Assenagon Asset Management S.A.2,663,175$198.4M0.82%+2,637,915+10,443.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,633,643$196.2M0.70%+264,230+11.2%Added
UBS Asset Management Americas Inc2,616,052$194.9M0.10%+883,196+51.0%Added
Comgest Global Investors S.A.S.2,591,949$193.1M4.26%−81,740−3.1%Reduced
Tower Research Capital LLC (TRC)2,559,537$190.7M7.90%+1,655,542+183.1%Added
Vontobel Asset Management Inc2,347,296$190.3M1.51%−295,116−11.2%Reduced
Select Equity Group, L.P.2,527,950$188.3M0.73%+1,906,239+306.6%Added
Aspex Management (HK) Ltd2,490,576$185.5M5.19%−706,562−22.1%Reduced
Bank of Montreal2,433,395$181.8M0.14%+1,231,817+102.5%Added
Mirova US LLC2,367,172$176.3M3.54%+31,338+1.3%Added
Ovata Capital Management Ltd2,381,534$175.6M57.43%+273,064+13.0%Added
Invesco Ltd.2,352,372$175.2M0.05%−16,238−0.7%Reduced
Manufacturers Life Insurance Company, The2,334,741$174.5M0.11%+290,456+14.2%Added
Intermede Investment Partners Ltd2,303,460$171.6M4.79%−106,301−4.4%Reduced
Nuveen Asset Management, LLC2,289,293$170.5M0.07%−123,426−5.1%Reduced
Ci Investments Inc.2,279,795$169.8M0.86%−310,848−12.0%Reduced
Credit Suisse AG2,222,377$165.5M0.18%−130,308−5.5%Reduced
Janus Henderson Group PLC2,191,006$163.2M0.12%−4,889−0.2%Reduced
Voya Investment Management LLC2,162,314$161.1M0.19%+730,052+51.0%Added
Great West Life Assurance Co2,141,556$160.2M0.42%+14,971+0.7%Added
Principal Financial Group Inc2,148,776$160.1M0.12%−46,867−2.1%Reduced
Saturna Capital CORP2,101,171$156.5M3.37%−7,236−0.3%Reduced
Standard Life Aberdeen plc2,099,995$156.4M0.43%−36,303−1.7%Reduced
Healthcare of Ontario Pension Plan Trust Fund2,095,100$156.1M0.79%+1,329,500+173.7%Added
New York State Common Retirement Fund2,085,917$155.4M0.21%−423,194−16.9%Reduced
HSBC Holdings PLC2,072,454$154.1M0.19%+957,064+85.8%Added
Canada Pension Plan Investment Board2,056,300$153.2M0.27%+1,376,300+202.4%Added
Railway Pension Investments Ltd2,047,683$152.5M1.53%00.0%Unchanged
ARGA Investment Management, LP2,040,731$152.0M6.48%+2,040,731New
Two Sigma Investments, LP1,941,413$144.6M0.47%−1,361,886−41.2%Reduced
Optimus Prime Fund Management Co., Ltd.1,868,000$139.1M17.43%+420,000+29.0%Added
SEI Investments Co1,856,294$138.3M0.31%−715,066−27.8%Reduced