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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, Q2 2023

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Jun 30, 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
1,568
+79 vs. Q1 2023
Shares held
856.4M
+2.05M (+0.2%) vs. Q1 2023
Total value
$86.4B
+$6.70B (+8.4%) vs. Q1 2023
New holders
178
544 more added
Sold out
99
614 more reduced

11 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 1,568 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 heldQ2 2023: $86.4B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q1 2023.

Institutions holding TSM in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Credit Suisse AG1,534,603$154.9M0.16%−119,151−7.2%Reduced
Citadel Advisors LLC1,521,156$153.5M0.17%+962,722+172.4%Added
Connor, Clark & Lunn Investment Management Ltd.1,515,771$153.0M0.76%+144,127+10.5%Added
LGT Capital Partners Ltd.1,489,570$150.3M5.19%−410,000−21.6%Reduced
Legal & General Group Plc1,480,144$149.3M0.05%−33,163−2.2%Reduced
Canoe Financial LP1,478,270$149.2M3.12%+54,910+3.9%Added
AXA S.A.1,450,556$146.4M0.49%+275,589+23.5%Added
Loomis Sayles & Co L P1,434,133$144.7M0.23%−53,506−3.6%Reduced
Perpetual Ltd1,432,261$144.5M1.24%−97,346−6.4%Reduced
Causeway Capital Management LLC1,410,503$142.3M3.75%−1,326,004−48.5%Reduced
TD Asset Management Inc1,402,945$141.6M0.16%+25,991+1.9%Added
Manning & Napier Group, LLC1,369,610$138.2M1.58%−22,372−1.6%Reduced
DekaBank Deutsche Girozentrale1,310,972$133.2M0.30%+154,774+13.4%Added
Raymond James & Associates1,299,699$131.2M0.11%−138,518−9.6%Reduced
Swedbank AB1,273,726$128.5M0.23%+38,009+3.1%Added
Ruffer LLP1,263,241$127.5M7.46%−1,085,064−46.2%Reduced
Lord, Abbett & Co. LLC1,246,453$125.8M0.43%+138,626+12.5%Added
Holocene Advisors, LP1,225,137$123.6M0.54%−1,640,957−57.3%Reduced
Foxhaven Asset Management, LP1,202,546$121.4M3.98%+290,400+31.8%Added
Thornburg Investment Management Inc1,201,506$121.3M1.96%−131,874−9.9%Reduced
Millennium Management LLC1,199,054$121.0M0.13%−802,824−40.1%Reduced
Mirae Asset Global Investments Co., Ltd.1,202,131$118.8M0.25%+213,846+21.6%Added
Theleme Partners LLP1,164,000$117.5M5.32%00.0%Unchanged
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,128,649$113.9M0.18%+134,989+13.6%Added
StonePine Asset Management Inc.1,115,675$112.6M5.43%−1,809,865−61.9%Reduced
Epoch Investment Partners, Inc.1,110,300$112.1M0.65%−145,927−11.6%Reduced
RWC Asset Advisors (US) LLC1,105,261$111.5M10.66%+127,798+13.1%Added
AMF Pensionsforsakring AB1,103,490$111.4M1.03%+612,287+124.7%Added
Bank of Montreal1,023,513$108.5M0.07%−329,952−24.4%Reduced
DnB Asset Management AS1,069,894$108.0M0.62%−33,067−3.0%Reduced
Baird Financial Group, Inc.1,052,383$106.2M0.28%+53,744+5.4%Added
Trinity Street Asset Management LLP1,045,000$105.5M11.69%+29,100+2.9%Added
Capital International Inc1,037,249$104.7M1.90%−170,101−14.1%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC1,032,891$104.2M0.48%−366,115−26.2%Reduced
Capital Group Private Client Services, Inc.1,026,112$103.6M1.22%−41,098−3.9%Reduced
Rokos Capital Management LLP1,019,245$103.0M2.07%+1,019,245New
Pictet Asset Management SA1,013,250$102.3M0.12%−581,297−36.5%Reduced
UBS Asset Management Americas Inc1,082,870$100.7M0.05%00.0%Unchanged
Kames Capital plc973,964$98.2M1.59%+4050.0%Added
Clal Insurance Enterprises Holdings Ltd964,000$97.3M1.16%00.0%Unchanged
Morningstar Investment Services LLC951,489$95.8M1.23%−22,927−2.4%Reduced
Metropolis Capital Ltd939,194$94.8M3.64%+408,690+77.0%Added
Mondrian Investment Partners LTD933,944$94.3M1.88%−220,092−19.1%Reduced
BNP Paribas Arbitrage, SA930,727$93.9M0.19%+99,926+12.0%Added
Locust Wood Capital Advisers, LLC913,110$92.2M4.79%+37,521+4.3%Added
Alliancebernstein L.P.882,696$89.1M0.04%−271,514−23.5%Reduced
Jane Street Group, LLC880,962$88.9M0.12%−259,225−22.7%Reduced
Banque Pictet & Cie SA877,120$88.5M0.78%−43,222−4.7%Reduced
HSBC Holdings PLC861,081$88.0M0.09%−1,459,866−62.9%Reduced
Public Employees Retirement Association of Colorado870,724$87.9M0.42%00.0%Unchanged
The PNC Financial Services Group, Inc.839,343$84.7M0.07%+108,862+14.9%Added
First Trust Advisors LP825,771$83.3M0.09%−93,575−10.2%Reduced
TT International Asset Management LTD823,823$83.1M13.82%−342,291−29.4%Reduced
Geode Capital Management, LLC797,471$80.5M0.01%+82,186+11.5%Added
C WorldWide Group Holding A/S792,516$80.0M1.03%−43,400−5.2%Reduced
SRS Investment Management, LLC768,027$77.5M0.89%+768,027New
Pzena Investment Management LLC760,562$76.8M0.33%−38,534−4.8%Reduced
Southpoint Capital Advisors LP750,000$75.7M1.64%+750,000New
Waverton Investment Management Ltd732,415$73.9M2.10%+59,712+8.9%Added
Novo Holdings A/S710,780$71.7M5.54%00.0%Unchanged
CIBC World Markets Inc.701,584$70.8M0.24%+102,831+17.2%Added
La Financiere de L'Echiquier698,374$70.5M3.52%+193,440+38.3%Added
Phoenix Holdings Ltd.690,405$69.8M1.47%+647,290+1,501.3%Added
E Fund Management Co., Ltd.662,408$66.8M5.29%+117,408+21.5%Added
Itau Unibanco Holding S.A.659,777$66.6M3.12%+626,460+1,880.3%Added
Carmignac Gestion638,077$64.4M1.11%+557,090+687.9%Added
Rhumbline Advisers635,517$64.1M0.07%+635,517New
Summitry LLC624,053$63.0M3.98%−7,566−1.2%Reduced
Munro Partners623,275$62.9M2.90%−495,040−44.3%Reduced
James Hambro & Partners608,060$61.4M4.05%+17,680+3.0%Added
Public Sector Pension Investment Board601,268$60.7M0.43%−6,113−1.0%Reduced
Stifel Financial Corp592,439$59.8M0.08%−14,626−2.4%Reduced
Neuberger Berman Group LLC587,783$59.2M0.05%−73,112−11.1%Reduced
RWC Asset Management LLP580,159$58.5M2.82%−684,018−54.1%Reduced
Kempen Capital Management N.V.575,425$58.1M1.05%+5,293+0.9%Added
Voyager Global Management LP575,000$58.0M2.82%+575,000New
Matthews International Capital Management LLC567,723$57.3M6.71%+147,311+35.0%Added
Aviva PLC551,438$55.7M0.23%+207,377+60.3%Added
Migdal Insurance & Financial Holdings Ltd.548,882$55.6M1.29%+148,088+36.9%Added
Earnest Partners LLC550,277$55.5M0.31%−12,127−2.2%Reduced
Optimus Prime Fund Management Co., Ltd.535,000$54.0M7.53%−85,000−13.7%Reduced
LPL Financial LLC524,589$52.9M0.04%+33,749+6.9%Added
Twin Tree Management, LP523,381$52.8M1.09%+483,207+1,202.8%Added
National Bank of Canada514,055$52.6M0.11%−8,287−1.6%Reduced
Handelsbanken Fonder AB520,000$52.5M0.28%−162,787−23.8%Reduced
Origin Asset Management LLP519,681$52.4M20.55%+6,000+1.2%Added
Bessemer Group Inc517,281$52.2M0.11%−1,973−0.4%Reduced
Robeco Institutional Asset Management B.V.515,800$52.1M0.14%−63,292−10.9%Reduced
Meitav Dash Investments Ltd512,669$51.8M0.42%+201,681+64.9%Added
Mitsubishi UFJ Trust & Banking Corp506,323$51.1M0.12%−28,917−5.4%Reduced
Hardman Johnston Global Advisors LLC502,068$50.7M1.64%−40,591−7.5%Reduced
Palestra Capital Management LLC499,509$50.4M2.49%+499,509New
Carrhae Capital LLP497,409$50.2M22.17%+176,461+55.0%Added
Rockefeller Capital Management L.P.494,666$49.9M0.19%−9,620−1.9%Reduced
Federation des caisses Desjardins du Quebec490,466$49.5M0.49%−27,765−5.4%Reduced
Oversea-Chinese Banking CORP Ltd488,979$49.3M2.40%−2,834−0.6%Reduced
Clark Capital Management Group, Inc.486,187$49.1M0.44%−31,685−6.1%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office486,190$49.1M1.71%−92,400−16.0%Reduced
Tairen Capital Ltd485,671$49.0M1.54%+485,671New
Varma Mutual Pension Insurance Co479,000$48.3M0.58%+114,000+31.2%Added