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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, Q3 2023

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Sep 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
1,526
−21 vs. Q2 2023
Shares held
849.5M
−4.11M (−0.5%) vs. Q2 2023
Total value
$73.6B
−$12.5B (−14.6%) vs. Q2 2023
New holders
123
652 more added
Sold out
144
517 more reduced

21 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2023: 1,526 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 heldQ3 2023: $73.6B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q2 2023.

Institutions holding TSM in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sanders Capital, LLC43,025,779$3.74B7.90%+31,225+0.1%Added
FMR LLC41,612,269$3.62B0.31%−737,780−1.7%Reduced
JPMorgan Chase & Co39,261,462$3.41B0.40%−467,458−1.2%Reduced
Capital World Investors37,115,351$3.23B0.64%+2,442,021+7.0%Added
Fisher Asset Management, LLC30,637,393$2.66B1.51%+1,079,574+3.7%Added
Massachusetts Financial Services Co26,794,316$2.33B0.82%+666,826+2.6%Added
Bank of New York Mellon Corp25,709,647$2.23B0.49%−850,952−3.2%Reduced
Morgan Stanley23,804,180$2.07B0.21%+2,400,882+11.2%Added
Capital International Investors16,758,413$1.46B0.37%−1,036,329−5.8%Reduced
Royal Bank of Canada16,334,914$1.42B0.42%+537,276+3.4%Added
Van Eck Associates Corp14,795,582$1.29B2.82%+3,381,514+29.6%Added
Fiera Capital Corp13,830,237$1.20B3.85%−1,194,245−7.9%Reduced
BlackRock Inc.13,566,196$1.18B0.03%+632,617+4.9%Added
Wellington Management Group LLP12,857,948$1.12B0.22%−2,195,132−14.6%Reduced
Vanguard Group Inc11,946,243$1.04B0.03%−842,553−6.6%Reduced
William Blair Investment Management, LLC11,780,144$1.02B3.40%+355,609+3.1%Added
Schroder Investment Management Group10,005,076$869.4M1.29%−476,896−4.5%Reduced
Harding Loevner LP9,608,672$835.0M5.51%−351,739−3.5%Reduced
Bank of America Corp9,249,114$803.7M0.10%+809,556+9.6%Added
First Eagle Investment Management, LLC8,980,263$780.4M2.05%−78,187−0.9%Reduced
Goldman Sachs Group Inc8,369,820$727.3M0.18%−143,672−1.7%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital7,800,152$677.8M6.53%+1,389,785+21.7%Added
Price T Rowe Associates Inc7,473,675$649.5M0.10%−327,304−4.2%Reduced
Baillie Gifford & Co6,849,950$595.3M0.54%−109,397−1.6%Reduced
GQG Partners LLC6,538,233$568.2M1.32%−2,510,404−27.7%Reduced
AQR Capital Management LLC6,495,135$564.4M1.17%+79,342+1.2%Added
Arrowstreet Capital, Limited Partnership6,036,609$524.6M0.63%−3,328,204−35.5%Reduced
Alkeon Capital Management LLC5,996,476$521.1M3.30%00.0%Unchanged
Franklin Resources Inc5,905,895$513.2M0.26%+88,147+1.5%Added
Russell Investments Group, Ltd.5,796,081$503.6M1.00%−63,881−1.1%Reduced
Sands Capital Management, LLC5,682,915$493.8M1.68%−133,179−2.3%Reduced
Windacre Partnership LLC5,589,000$485.7M8.84%−520,000−8.5%Reduced
Ameriprise Financial Inc5,418,854$468.5M0.15%−20,077−0.4%Reduced
Allspring Global Investments Holdings, LLC5,302,710$460.8M0.82%−857,858−13.9%Reduced
Orbis Allan Gray Ltd5,059,308$439.7M3.16%−904,183−15.2%Reduced
UBS Group AG4,959,667$431.0M0.20%+1,441,399+41.0%Added
Brown Advisory Inc4,943,931$429.6M0.71%+3,290+0.1%Added
Lazard Asset Management LLC4,932,836$428.7M0.58%−1,682,343−25.4%Reduced
StonePine Asset Management Inc.4,802,924$417.4M6.02%+3,687,249+330.5%Added
Man Group plc–$416.5M1.29%––
Barclays PLC4,770,720$414.6M0.27%+62,865+1.3%Added
Dimensional Fund Advisors LP4,569,898$397.1M0.13%−72,863−1.6%Reduced
Susquehanna International Group, LLP4,442,657$386.1M0.60%+1,782,972+67.0%Added
FIL Ltd4,305,705$374.2M0.44%−254,541−5.6%Reduced
Ruane, Cunniff & Goldfarb L.P.4,195,315$364.6M6.05%−128,621−3.0%Reduced
Great West Life Assurance Co12,047,202$348.6M0.84%+10,075,432+511.0%Added
Sarasin & Partners LLP3,952,458$343.5M4.29%−336,509−7.8%Reduced
Ninety One UK Ltd3,834,494$333.2M1.05%+131,625+3.6%Added
Voya Investment Management LLC3,820,355$332.0M0.37%−1,549,125−28.9%Reduced
Martin Currie Ltd3,765,556$327.2M11.71%+144,948+4.0%Added
Jennison Associates LLC3,639,716$316.3M0.27%−79,237−2.1%Reduced
Royal London Asset Management Ltd3,634,794$315.7M1.02%−4,113−0.1%Reduced
Axiom Investors LLC3,552,767$308.7M4.44%−22,315−0.6%Reduced
Northern Trust Corp3,490,630$303.3M0.06%+1,068,723+44.1%Added
American Century Companies Inc3,473,637$301.9M0.23%+1,250,290+56.2%Added
Vontobel Holding Ltd.3,450,374$299.8M2.77%−641,263−15.7%Reduced
Cantillon Capital Management LLC3,388,509$294.5M2.18%−13,229−0.4%Reduced
Invesco Ltd.3,286,018$285.6M0.08%−330,794−9.1%Reduced
Wells Fargo & Company3,245,574$282.0M0.09%+9,421+0.3%Added
Driehaus Capital Management LLC3,074,428$267.2M3.47%−305,357−9.0%Reduced
Janus Henderson Group PLC3,064,077$266.2M0.17%+440,759+16.8%Added
Ci Investments Inc.2,994,427$260.2M1.45%−142,125−4.5%Reduced
Amundi2,700,291$244.3M0.12%+131,757+5.1%Added
Vontobel Asset Management Inc2,421,446$231.4M1.50%−507,200−17.3%Reduced
ARGA Investment Management, LP2,650,566$230.3M9.37%+111,691+4.4%Added
Nordea Investment Management AB2,633,544$229.6M0.32%−646,121−19.7%Reduced
Citigroup Inc2,603,707$226.3M0.32%+642,470+32.8%Added
State Street Corp2,570,780$224.6M0.01%−706,219−21.6%Reduced
Bamco Inc2,569,980$223.3M0.65%−1,073,460−29.5%Reduced
AustralianSuper Pty Ltd2,560,418$222.5M1.44%+161,832+6.7%Added
Nuveen Asset Management, LLC2,522,325$219.2M0.08%+159,500+6.8%Added
SEI Investments Co2,471,340$214.8M0.39%−105,146−4.1%Reduced
New York State Common Retirement Fund2,445,750$212.5M0.31%+25,900+1.1%Added
Northcape Capital Pty Ltd2,441,957$212.2M32.11%+159,229+7.0%Added
Mirova US LLC2,423,023$210.6M3.57%+32,840+1.4%Added
Coatue Management LLCSuperinvestorCoatue Management2,371,563$206.1M1.05%−4,387,128−64.9%Reduced
Envestnet Asset Management Inc2,361,292$205.2M0.09%+605,365+34.5%Added
Comgest Global Investors S.A.S.2,323,258$201.9M3.46%+21,950+1.0%Added
Intermede Investment Partners Ltd2,236,199$194.3M4.98%−89,216−3.8%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,225,717$193.4M0.59%−33,505−1.5%Reduced
D. E. Shaw & Co., Inc.2,144,846$186.4M0.31%−204,897−8.7%Reduced
State of New Jersey Common Pension Fund D2,141,624$186.1M0.67%−6,277−0.3%Reduced
Manufacturers Life Insurance Company, The2,140,266$186.0M0.11%+8,878+0.4%Added
Saturna Capital CORP2,121,634$184.4M3.26%+7,942+0.4%Added
Select Equity Group, L.P.2,071,174$180.0M0.74%−332,987−13.9%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management2,061,790$179.2M1.32%+193,235+10.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,052,411$178.4M0.26%+923,762+81.8%Added
Altshuler Shaham Ltd2,024,530$175.9M4.77%+420,528+26.2%Added
National Bank of Canada2,003,200$174.9M0.32%+1,489,145+289.7%Added
Connor, Clark & Lunn Investment Management Ltd.1,956,826$170.0M0.89%+441,055+29.1%Added
Principal Financial Group Inc1,945,034$169.0M0.12%+81,594+4.4%Added
Rafferty Asset Management, LLC1,935,510$168.2M0.99%+164,654+9.3%Added
Railway Pension Investments Ltd1,835,683$159.5M1.73%−143,100−7.2%Reduced
Voyager Global Management LP1,825,000$158.6M7.44%+1,250,000+217.4%Added
Lansdowne Partners (UK) LLP1,809,548$157.2M14.38%+210,164+13.1%Added
Third Point LLCSuperinvestorThird Point1,775,000$154.2M2.36%−675,000−27.6%Reduced
Deutsche Bank AG1,715,968$149.1M0.10%−292,056−14.5%Reduced
Bank of Montreal1,634,318$147.1M0.09%+610,805+59.7%Added
Menora Mivtachim Holdings Ltd.1,682,167$146.2M1.33%−26,700−1.6%Reduced
Natixis Advisors, L.P.1,608,218$139.8M0.43%+38,726+2.5%Added