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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, Q1 2023

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Mar 31, 2023. 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
1,500
+124 vs. Q4 2022
Shares held
854.7M
+8.18M (+1.0%) vs. Q4 2022
Total value
$79.7B
+$16.6B (+26.4%) vs. Q4 2022
New holders
234
597 more added
Sold out
110
472 more reduced

25 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2023: 1,500 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 heldQ1 2023: $79.7B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q4 2022.

Institutions holding TSM in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC41,902,774$3.90B0.36%+14,122,168+50.8%Added
Sanders Capital, LLC41,631,104$3.87B9.17%−622,456−1.5%Reduced
JPMorgan Chase & Co38,609,760$3.59B0.47%+4,194,650+12.2%Added
Capital World Investors31,543,695$2.93B0.61%+5,635,814+21.8%Added
Massachusetts Financial Services Co25,504,870$2.37B0.81%+479,048+1.9%Added
Fisher Asset Management, LLC25,389,619$2.37B1.44%+971,844+4.0%Added
Bank of New York Mellon Corp24,950,100$2.32B0.51%−1,117,166−4.3%Reduced
Morgan Stanley24,641,576$2.29B0.25%−7,871,991−24.2%Reduced
Royal Bank of Canada18,366,482$1.71B0.51%−2,538,082−12.1%Reduced
Capital International Investors18,101,291$1.68B0.43%−690,170−3.7%Reduced
Fiera Capital Corp15,419,976$1.43B4.28%+173,053+1.1%Added
Vanguard Group Inc13,692,811$1.27B0.03%−1,242,874−8.3%Reduced
BlackRock Inc.12,047,759$1.12B0.03%+2,373,242+24.5%Added
Wellington Management Group LLP11,608,650$1.08B0.21%+1,401,184+13.7%Added
Schroder Investment Management Group11,268,435$1.05B1.56%−74,054−0.7%Reduced
William Blair Investment Management, LLC11,191,148$1.04B3.63%+1,428,917+14.6%Added
Van Eck Associates Corp10,876,895$1.01B2.30%+953,346+9.6%Added
Harding Loevner LP10,721,787$997.2M5.68%+770,886+7.7%Added
Goldman Sachs Group Inc9,461,129$880.1M0.24%−3,510,133−27.1%Reduced
GQG Partners LLC9,197,003$855.5M2.24%+2,490,953+37.1%Added
First Eagle Investment Management, LLC9,041,430$841.0M2.23%+11,891+0.1%Added
Bank of America Corp8,850,707$823.3M0.09%−346,419−3.8%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital8,183,930$761.3M7.05%−2,207,470−21.2%Reduced
Arrowstreet Capital, Limited Partnership7,902,826$735.1M0.95%−4,488,098−36.2%Reduced
AQR Capital Management LLC7,680,221$714.4M1.57%−58,792−0.8%Reduced
Price T Rowe Associates Inc7,282,814$677.4M0.10%−33,408−0.5%Reduced
Baillie Gifford & Co7,092,356$659.7M0.60%−330,143−4.4%Reduced
Alkeon Capital Management LLC6,824,326$634.8M4.06%+2,087,139+44.1%Added
Orbis Allan Gray Ltd6,503,108$604.9M4.76%+57,812+0.9%Added
Allspring Global Investments Holdings, LLC6,306,552$586.6M0.97%−167,711−2.6%Reduced
FIL Ltd6,202,628$577.0M0.66%+534,790+9.4%Added
Susquehanna International Group, LLP5,993,334$557.5M0.87%+3,310,692+123.4%Added
Russell Investments Group, Ltd.5,960,006$554.3M1.09%+507,679+9.3%Added
Coatue Management LLCSuperinvestorCoatue Management5,900,863$548.9M3.65%+5,900,863New
Sands Capital Management, LLC5,826,837$542.0M1.79%−64,164−1.1%Reduced
Ameriprise Financial Inc5,473,646$507.3M0.17%−40,680−0.7%Reduced
Franklin Resources Inc5,292,401$492.3M0.25%+83,121+1.6%Added
Macquarie Group Ltd5,284,316$491.5M0.58%+4,497,617+571.7%Added
Man Group plc–$478.9M1.71%––
Lazard Asset Management LLC5,103,891$474.8M0.62%+122,648+2.5%Added
Brown Advisory Inc5,103,118$474.7M0.80%+234,232+4.8%Added
Windacre Partnership LLC5,004,000$465.5M9.95%+1,714,000+52.1%Added
Vontobel Holding Ltd.4,665,004$433.9M4.04%−302,531−6.1%Reduced
Dimensional Fund Advisors LP4,637,567$431.4M0.15%−296,928−6.0%Reduced
Ruane, Cunniff & Goldfarb L.P.4,400,820$409.4M6.69%−103,342−2.3%Reduced
Bamco Inc4,280,903$398.2M1.20%+433,498+11.3%Added
UBS Group AG4,277,253$397.9M0.18%−3,613,513−45.8%Reduced
Barclays PLC4,122,862$383.5M0.40%−867,455−17.4%Reduced
Ninety One UK Ltd4,019,717$373.9M1.16%−163,953−3.9%Reduced
Martin Currie Ltd3,681,316$342.4M12.23%+276,525+8.1%Added
Driehaus Capital Management LLC3,630,644$337.7M4.74%+223,962+6.6%Added
Tower Research Capital LLC (TRC)3,616,495$336.4M10.71%+1,056,958+41.3%Added
State Street Corp3,597,079$336.1M0.02%−447,199−11.1%Reduced
Voya Investment Management LLC3,517,550$327.2M0.35%+1,355,236+62.7%Added
Royal London Asset Management Ltd3,503,449$325.9M1.30%+277,134+8.6%Added
Jennison Associates LLC3,426,810$318.8M0.29%+3,426,810New
State of New Jersey Common Pension Fund D3,304,921$307.4M1.10%+7,143+0.2%Added
Wells Fargo & Company3,260,553$303.3M0.09%+101,394+3.2%Added
Axiom Investors LLC3,235,383$301.0M4.96%+1,578,333+95.2%Added
Cantillon Capital Management LLC3,199,062$297.6M2.42%−51,192−1.6%Reduced
Invesco Ltd.3,133,171$291.4M0.08%+780,799+33.2%Added
Vontobel Asset Management Inc2,822,420$284.4M2.05%+475,124+20.2%Added
Northern Trust Corp3,042,407$283.0M0.06%+78,087+2.6%Added
Ci Investments Inc.2,957,734$275.1M1.38%+677,939+29.7%Added
StonePine Asset Management Inc.2,925,540$272.1M6.58%+2,758,910+1,655.7%Added
Holocene Advisors, LP2,866,094$266.6M1.34%+1,721,276+150.4%Added
Causeway Capital Management LLC2,736,507$254.5M6.10%−322,327−10.5%Reduced
Nuveen Asset Management, LLC2,736,359$254.5M0.09%+447,066+19.5%Added
Renaissance Technologies LLC2,663,420$247.8M0.33%−4,913,600−64.8%Reduced
Deutsche Bank AG2,603,418$242.2M0.13%−3,712,801−58.8%Reduced
Manufacturers Life Insurance Company, The2,602,676$242.1M0.14%+267,935+11.5%Added
Sarasin & Partners LLP2,600,743$241.9M3.05%−88,243−3.3%Reduced
ARGA Investment Management, LP2,541,162$236.4M8.83%+500,431+24.5%Added
SEI Investments Co2,514,550$233.9M0.43%+658,256+35.5%Added
AustralianSuper Pty Ltd2,427,275$225.8M1.56%−2,000,000−45.2%Reduced
Select Equity Group, L.P.2,416,220$224.8M0.85%−111,730−4.4%Reduced
Mirova US LLC2,397,470$223.0M4.05%+30,298+1.3%Added
Comgest Global Investors S.A.S.2,364,243$219.9M4.13%−227,706−8.8%Reduced
New York State Common Retirement Fund2,350,072$218.6M0.29%+264,155+12.7%Added
Ruffer LLP2,348,305$218.4M7.57%+2,348,305New
HSBC Holdings PLC2,320,947$216.7M0.28%+248,493+12.0%Added
Intermede Investment Partners Ltd2,312,047$215.1M5.27%+8,587+0.4%Added
Janus Henderson Group PLC2,296,015$213.6M0.14%+105,009+4.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,294,655$213.4M0.74%−338,988−12.9%Reduced
Amundi2,359,220$212.8M0.11%+722,785+44.2%Added
Northcape Capital Pty Ltd2,287,112$212.7M26.17%−466,141−16.9%Reduced
Balyasny Asset Management LLC2,121,312$197.3M0.65%+994,253+88.2%Added
Saturna Capital CORP2,096,607$195.0M3.78%−4,564−0.2%Reduced
Great West Life Assurance Co2,061,136$192.0M0.48%−80,420−3.8%Reduced
American Century Companies Inc2,017,562$187.7M0.15%+187,522+10.2%Added
Principal Financial Group Inc1,994,548$185.5M0.13%−154,228−7.2%Reduced
Railway Pension Investments Ltd1,978,783$184.1M1.88%−68,900−3.4%Reduced
Citigroup Inc1,957,824$182.1M0.24%−1,421,891−42.1%Reduced
LGT Capital Partners Ltd.1,899,570$176.7M4.92%+167,490+9.7%Added
Altshuler Shaham Ltd1,792,493$166.7M3.65%−6,496−0.4%Reduced
Standard Life Aberdeen plc1,782,382$165.8M0.41%−317,613−15.1%Reduced
Aspex Management (HK) Ltd1,742,367$162.1M3.98%−748,209−30.0%Reduced
Millennium Management LLC2,001,878$159.1M0.18%−1,704,002−46.0%Reduced
Envestnet Asset Management Inc3,562,479$158.3M0.08%+1,928,619+118.0%Added
Ovata Capital Management Ltd1,690,845$156.8M66.92%−690,689−29.0%Reduced