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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 2023

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Dec 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
1,682
+181 vs. Q3 2023
Shares held
859.0M
+10.6M (+1.3%) vs. Q3 2023
Total value
$89.6B
+$16.1B (+21.9%) vs. Q3 2023
New holders
277
637 more added
Sold out
96
539 more reduced

25 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 1,682 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 2023: $89.6B
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, Q4 2023

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q3 2023.

Institutions holding TSM in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Sanders Capital, LLC44,527,327$4.63B8.56%+1,501,548+3.5%Added
Capital World Investors41,356,279$4.30B0.76%+4,240,928+11.4%Added
JPMorgan Chase & Co41,290,037$4.29B0.44%+2,028,575+5.2%Added
FMR LLC39,656,951$4.12B0.32%−1,955,318−4.7%Reduced
Fisher Asset Management, LLC31,060,369$3.23B1.71%+422,976+1.4%Added
Massachusetts Financial Services Co28,443,595$2.96B0.96%+1,649,279+6.2%Added
Bank of New York Mellon Corp25,106,588$2.61B0.53%−603,059−2.3%Reduced
Morgan Stanley20,832,613$2.17B0.19%−2,971,567−12.5%Reduced
Royal Bank of Canada16,103,402$1.67B0.42%−231,512−1.4%Reduced
BlackRock Inc.15,189,672$1.58B0.04%+1,623,476+12.0%Added
Capital International Investors14,051,765$1.46B0.33%−2,706,648−16.2%Reduced
Fiera Capital Corp13,421,106$1.40B4.28%−409,131−3.0%Reduced
Wellington Management Group LLP12,014,647$1.25B0.23%−843,301−6.6%Reduced
Harding Loevner LP11,616,715$1.22B6.86%+2,008,043+20.9%Added
Van Eck Associates Corp11,355,683$1.18B2.15%−3,439,899−23.2%Reduced
William Blair Investment Management, LLC11,229,201$1.17B3.40%−550,943−4.7%Reduced
Vanguard Group Inc10,844,760$1.13B0.02%−1,101,483−9.2%Reduced
Schroder Investment Management Group9,553,588$993.6M1.29%−451,488−4.5%Reduced
First Eagle Investment Management, LLC9,065,086$942.8M2.25%+84,823+0.9%Added
Bank of America Corp8,779,729$913.1M0.10%−469,385−5.1%Reduced
Goldman Sachs Group Inc8,623,625$896.9M0.20%+253,805+3.0%Added
Price T Rowe Associates Inc7,576,981$788.0M0.11%+103,306+1.4%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital6,947,924$722.6M6.25%−852,228−10.9%Reduced
AQR Capital Management LLC6,935,222$721.3M1.36%+440,087+6.8%Added
GQG Partners LLC6,827,604$710.1M1.50%+289,371+4.4%Added
Baillie Gifford & Co6,802,414$707.5M0.56%−47,536−0.7%Reduced
Russell Investments Group, Ltd.5,892,742$613.0M1.09%+96,661+1.7%Added
Alkeon Capital Management LLC5,877,929$611.3M4.01%−118,547−2.0%Reduced
UBS Group AG5,849,988$608.4M0.24%+890,321+18.0%Added
Brown Advisory Inc5,845,174$607.9M0.85%+901,243+18.2%Added
Eagle Capital Management LLC5,760,220$599.1M2.54%+5,760,220New
Barclays PLC5,663,003$589.0M0.30%+892,283+18.7%Added
Franklin Resources Inc5,662,165$588.9M0.28%−243,730−4.1%Reduced
Sands Capital Management, LLC5,591,558$581.5M1.77%−91,357−1.6%Reduced
Arrowstreet Capital, Limited Partnership5,585,787$580.9M0.61%−450,822−7.5%Reduced
Man Group plc5,414,235$563.1M1.62%––
Allspring Global Investments Holdings, LLC5,286,600$549.8M0.91%−16,110−0.3%Reduced
Lazard Asset Management LLC5,228,717$543.8M0.69%+295,881+6.0%Added
StonePine Asset Management Inc.5,204,358$541.3M5.81%+401,434+8.4%Added
Ameriprise Financial Inc5,103,850$528.7M0.16%−315,004−5.8%Reduced
Dimensional Fund Advisors LP4,505,919$468.6M0.14%−63,979−1.4%Reduced
Axiom Investors LLC4,295,837$446.8M4.38%+743,070+20.9%Added
FIL Ltd4,248,418$441.8M0.46%−57,287−1.3%Reduced
Ruane, Cunniff & Goldfarb L.P.4,070,279$423.3M6.77%−125,036−3.0%Reduced
American Century Companies Inc4,017,722$417.8M0.29%+544,085+15.7%Added
Windacre Partnership LLC4,015,000$417.6M6.34%−1,574,000−28.2%Reduced
Voya Investment Management LLC3,857,427$401.2M0.41%+37,072+1.0%Added
Royal London Asset Management Ltd3,667,989$381.5M1.09%+33,195+0.9%Added
Sarasin & Partners LLP3,665,463$381.2M4.19%−286,995−7.3%Reduced
Northern Trust Corp3,622,056$376.7M0.07%+131,426+3.8%Added
Martin Currie Ltd3,621,496$376.6M12.36%−144,060−3.8%Reduced
Artisan Partners Limited Partnership3,573,670$371.7M0.58%+2,838,038+385.8%Added
Driehaus Capital Management LLC3,573,474$371.6M4.48%+499,046+16.2%Added
Ninety One UK Ltd3,539,837$368.1M1.10%−294,657−7.7%Reduced
Jennison Associates LLC3,437,292$357.5M0.27%−202,424−5.6%Reduced
Ci Investments Inc.3,319,828$345.3M1.79%+325,401+10.9%Added
Cantillon Capital Management LLC3,307,970$344.0M2.30%−80,539−2.4%Reduced
Wells Fargo & Company3,291,518$342.3M0.10%+45,944+1.4%Added
Vontobel Holding Ltd.3,252,023$338.2M2.83%−198,351−5.7%Reduced
Mondrian Investment Partners LTD1,596,274$332.0M5.25%+519,041+48.2%Added
Janus Henderson Group PLC3,086,757$320.9M0.19%+22,680+0.7%Added
Nuveen Asset Management, LLC3,052,266$317.6M0.10%+529,941+21.0%Added
Tiger Global Management LLCSuperinvestorTiger Global Management3,044,990$316.7M2.25%+983,200+47.7%Added
Orbis Allan Gray Ltd2,939,927$305.8M1.92%−2,119,381−41.9%Reduced
SEI Investments Co2,835,070$294.8M0.47%+363,730+14.7%Added
Susquehanna International Group, LLP2,683,724$279.1M0.47%−1,758,933−39.6%Reduced
Select Equity Group, L.P.2,636,570$274.2M1.01%+565,396+27.3%Added
ARGA Investment Management, LP2,625,090$273.0M9.47%−25,476−1.0%Reduced
Vontobel Asset Management Inc2,425,944$269.7M1.60%+4,498+0.2%Added
AustralianSuper Pty Ltd2,560,418$266.3M1.60%00.0%Unchanged
Amundi2,582,387$263.1M0.12%−117,904−4.4%Reduced
New York State Common Retirement Fund2,487,794$258.7M0.36%+42,044+1.7%Added
Invesco Ltd.2,480,355$258.0M0.06%−805,663−24.5%Reduced
Northcape Capital Pty Ltd2,466,236$256.5M30.37%+24,279+1.0%Added
Envestnet Asset Management Inc2,428,408$252.6M0.10%+67,116+2.8%Added
Mirova US LLC2,387,973$248.3M3.74%−35,050−1.4%Reduced
Nordea Investment Management AB2,357,187$245.5M0.31%−276,357−10.5%Reduced
Menora Mivtachim Holdings Ltd.2,293,167$238.5M2.01%+611,000+36.3%Added
Comgest Global Investors S.A.S.2,281,296$237.3M3.56%−41,962−1.8%Reduced
State Street Corp2,249,840$235.2M0.01%−320,940−12.5%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,251,426$234.2M0.31%+199,015+9.7%Added
Bamco Inc2,163,055$225.0M0.60%−406,925−15.8%Reduced
Intermede Investment Partners Ltd2,143,266$222.9M5.06%−92,933−4.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,141,842$222.8M0.62%−83,875−3.8%Reduced
Voyager Global Management LP2,125,000$221.0M10.56%+300,000+16.4%Added
Saturna Capital CORP2,124,735$221.0M3.44%+3,101+0.1%Added
Citigroup Inc2,107,146$219.1M0.29%−496,561−19.1%Reduced
State of New Jersey Common Pension Fund D2,093,539$217.7M0.73%−48,085−2.2%Reduced
Lansdowne Partners (UK) LLP2,075,578$215.9M15.84%+266,030+14.7%Added
Manufacturers Life Insurance Company, The2,061,058$214.4M0.13%−79,208−3.7%Reduced
Principal Financial Group Inc1,952,031$203.0M0.13%+6,997+0.4%Added
Morningstar Investment Services LLC1,911,713$200.2M1.13%+937,646+96.3%Added
Rafferty Asset Management, LLC1,897,846$197.4M0.83%−37,664−1.9%Reduced
Great West Life Assurance Co1,901,832$196.7M0.43%−10,145,370−84.2%Reduced
Manning & Napier Group, LLC1,884,742$196.0M2.33%+543,083+40.5%Added
Millennium Management LLC1,855,499$193.0M0.18%+1,131,478+156.3%Added
Deutsche Bank AG1,844,917$191.9M0.10%+128,949+7.5%Added
Railway Pension Investments Ltd1,835,683$190.9M1.97%00.0%Unchanged
Natixis Advisors, L.P.1,802,208$187.4M0.49%+193,990+12.1%Added
LGT Capital Partners Ltd.1,648,910$171.5M5.12%+94,120+6.1%Added