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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 99 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
Mawer Investment Management Ltd.410,717$38.2M0.21%−23,636−5.4%Reduced
Matthews International Capital Management LLC420,412$39.1M3.90%+752+0.2%Added
Flossbach Von Storch AG422,400$39.3M0.17%+160,400+61.2%Added
Clearbridge Investments, LLC461,939$43.0M0.04%+413,553+854.7%Added
ABN AMRO Bank N.V.478,905$44.7M1.00%+478,905New
Alyeska Investment Group, L.P.483,460$45.0M0.40%+483,460New
LPL Financial LLC490,840$45.7M0.04%+5,966+1.2%Added
AMF Pensionsforsakring AB491,203$45.7M0.47%+140,047+39.9%Added
Oversea-Chinese Banking CORP Ltd491,813$45.7M2.31%−61,188−11.1%Reduced
KCL Capital, L.P.500,000$46.5M7.44%+200,000+66.7%Added
Rockefeller Capital Management L.P.504,286$46.9M0.20%+31,720+6.7%Added
La Financiere de L'Echiquier504,934$47.0M2.46%−3,775−0.7%Reduced
Crossmark Global Holdings, Inc.509,123$47.4M1.11%+7,742+1.5%Added
Origin Asset Management LLP513,681$47.8M14.00%−5,000−1.0%Reduced
Clark Capital Management Group, Inc.517,872$48.2M0.54%+15,801+3.1%Added
Federation des caisses Desjardins du Quebec518,231$48.2M0.53%+285,064+122.3%Added
Bessemer Group Inc519,254$48.3M0.11%−1,965−0.4%Reduced
National Bank of Canada522,342$48.5M0.13%−368,791−41.4%Reduced
Metropolis Capital Ltd530,504$49.3M2.08%+530,504New
Mitsubishi UFJ Trust & Banking Corp535,240$49.8M0.12%−43,771−7.6%Reduced
Hardman Johnston Global Advisors LLC542,659$50.5M1.65%−43,501−7.4%Reduced
Allianz Asset Management GmbH543,885$50.6M0.11%−32,257−5.6%Reduced
E Fund Management Co., Ltd.545,000$50.7M3.70%+112,000+25.9%Added
Avala Global LP545,700$50.8M8.30%+545,700New
Boston Common Asset Management, LLC556,194$51.7M1.08%+201,987+57.0%Added
Citadel Advisors LLC558,434$51.9M0.06%−2,776,063−83.3%Reduced
Earnest Partners LLC562,404$52.3M0.30%−13,914−2.4%Reduced
Kempen Capital Management N.V.570,132$53.0M1.01%+472,314+482.8%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office578,590$53.8M2.33%+578,590New
Nordea Investment Management AB584,528$53.8M0.08%−30,771−5.0%Reduced
Robeco Institutional Asset Management B.V.579,092$53.9M0.15%+849+0.1%Added
James Hambro & Partners590,380$54.9M4.01%+25,891+4.6%Added
CIBC World Markets Inc.598,753$55.7M0.20%+187,558+45.6%Added
Stifel Financial Corp607,065$56.5M0.08%+60,733+11.1%Added
Public Sector Pension Investment Board607,381$56.5M0.43%+154,116+34.0%Added
Optimus Prime Fund Management Co., Ltd.620,000$57.7M8.11%−1,248,000−66.8%Reduced
Summitry LLC631,619$58.8M3.95%+24,771+4.1%Added
Neuberger Berman Group LLC660,895$61.3M0.06%+59,232+9.8%Added
Waverton Investment Management Ltd672,703$62.6M1.93%+91,600+15.8%Added
Handelsbanken Fonder AB682,787$63.5M0.37%+102,787+17.7%Added
Novo Holdings A/S710,780$66.1M4.71%00.0%Unchanged
Geode Capital Management, LLC715,285$66.5M0.01%+5,729+0.8%Added
The PNC Financial Services Group, Inc.730,481$67.9M0.06%+27,573+3.9%Added
Pzena Investment Management LLC799,096$74.3M0.32%+44,088+5.8%Added
BNP Paribas Arbitrage, SA830,801$77.3M0.17%−341,783−29.1%Reduced
C WorldWide Group Holding A/S835,916$77.8M1.06%+4,996+0.6%Added
Menora Mivtachim Holdings Ltd.869,700$80.9M0.84%−232,550−21.1%Reduced
Public Employees Retirement Association of Colorado870,724$81.0M0.42%−25,000−2.8%Reduced
Locust Wood Capital Advisers, LLC875,589$81.4M5.09%−56,619−6.1%Reduced
Foxhaven Asset Management, LP912,146$84.8M3.07%+912,146New
First Trust Advisors LP919,346$85.5M0.10%−766,854−45.5%Reduced
Banque Pictet & Cie SA920,342$85.6M0.83%+169,632+22.6%Added
Clal Insurance Enterprises Holdings Ltd964,000$89.7M1.34%00.0%Unchanged
Morningstar Investment Services LLC974,416$90.2M1.21%+7,717+0.8%Added
D. E. Shaw & Co., Inc.971,457$90.4M0.15%−1,874,510−65.9%Reduced
Kames Capital plc973,559$90.5M1.58%−84,675−8.0%Reduced
RWC Asset Advisors (US) LLC977,463$90.9M6.92%−621−0.1%Reduced
Mirae Asset Global Investments Co., Ltd.988,285$91.9M0.21%−474,291−32.4%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main993,660$92.4M0.16%+217,322+28.0%Added
Baird Financial Group, Inc.998,639$92.9M0.23%+27,464+2.8%Added
Trinity Street Asset Management LLP1,015,900$94.5M10.58%+1,015,900New
Fred Alger Management, LLC1,021,165$95.0M0.51%+652,723+177.2%Added
Capital Group Private Client Services, Inc.1,067,210$99.3M1.23%−459,618−30.1%Reduced
UBS Asset Management Americas Inc1,082,870$100.7M0.05%−1,533,182−58.6%Reduced
DnB Asset Management AS1,102,961$102.6M0.65%+170,616+18.3%Added
Lord, Abbett & Co. LLC1,107,827$103.0M0.37%+1,098,071+11,255.3%Added
Munro Partners1,118,315$104.0M5.09%+1,118,315New
Jane Street Group, LLC1,140,187$106.1M0.18%−1,645,935−59.1%Reduced
DekaBank Deutsche Girozentrale1,156,198$106.8M0.27%+91,568+8.6%Added
Mondrian Investment Partners LTD1,154,036$107.3M2.37%−20,976−1.8%Reduced
Alliancebernstein L.P.1,154,210$107.4M0.05%+20,859+1.8%Added
Theleme Partners LLP1,164,000$108.3M4.66%+1,164,000New
TT International Asset Management LTD1,166,114$108.5M11.88%−36,100−3.0%Reduced
AXA S.A.1,174,967$109.3M0.38%+68,948+6.2%Added
FIFTHDELTA Ltd1,206,816$112.3M7.37%−429,291−26.2%Reduced
Capital International Inc1,207,350$112.3M2.26%−40,504−3.2%Reduced
Artisan Partners Limited Partnership1,219,119$113.4M0.19%+1,184,453+3,416.8%Added
Swedbank AB1,235,717$114.9M0.23%+510.0%Added
Epoch Investment Partners, Inc.1,256,227$116.9M0.70%−107,080−7.9%Reduced
RWC Asset Management LLP1,264,177$117.6M3.63%−47,884−3.6%Reduced
Point72 Asset Management, L.P.1,267,205$117.9M0.42%+65,605+5.5%Added
Canada Pension Plan Investment Board1,324,432$123.2M0.20%−731,868−35.6%Reduced
Thornburg Investment Management Inc1,333,380$124.0M2.05%−126,898−8.7%Reduced
Bank of Montreal1,353,465$126.0M0.08%−1,079,930−44.4%Reduced
Connor, Clark & Lunn Investment Management Ltd.1,371,644$127.6M0.69%−162,211−10.6%Reduced
TD Asset Management Inc1,376,954$128.1M0.15%−46,866−3.3%Reduced
Manning & Napier Group, LLC1,391,982$129.5M1.51%+2390.0%Added
Grantham, Mayo, Van Otterloo & Co. LLC1,399,006$130.1M0.66%−315,769−18.4%Reduced
Canoe Financial LP1,423,360$131.5M1.84%+1,423,360New
Raymond James & Associates1,438,217$133.8M0.12%+39,440+2.8%Added
Loomis Sayles & Co L P1,487,639$138.4M0.24%+46,107+3.2%Added
Natixis Advisors, L.P.1,508,401$140.3M0.48%+179,523+13.5%Added
Legal & General Group Plc1,513,307$140.8M0.05%−190,195−11.2%Reduced
Perpetual Ltd1,529,607$142.3M1.23%+1,529,607New
Rafferty Asset Management, LLC1,549,198$144.1M0.98%+236,677+18.0%Added
Tiger Global Management LLCSuperinvestorTiger Global Management1,588,555$147.8M1.34%+1,588,555New
Pictet Asset Management SA1,594,547$148.3M0.19%+235,870+17.4%Added
Credit Suisse AG1,653,754$153.8M0.16%−568,623−25.6%Reduced
Ovata Capital Management Ltd1,690,845$156.8M66.92%−690,689−29.0%Reduced
Envestnet Asset Management Inc3,562,479$158.3M0.08%+1,928,619+118.0%Added