Skip to main content

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, 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
Envestnet Portfolio Solutions, Inc.62,045$6.45M0.03%+7,119+13.0%Added
Texas Yale Capital Corp.62,167$6.47M0.31%00.0%Unchanged
First Personal Financial Services62,362$6.49M1.58%−682−1.1%Reduced
Contravisory Investment Management, Inc.62,507$6.50M1.59%+1,057+1.7%Added
DSM Capital Partners LLC62,636$6.51M0.10%+520+0.8%Added
Hyperion Capital Advisors LP62,645$6.52M3.52%−4,650−6.9%Reduced
Glovista Investments LLC62,920$6.54M3.04%+6,149+10.8%Added
Deltec Asset Management LLC62,967$6.55M1.47%−6,850−9.8%Reduced
Advisory Research Inc63,434$6.60M1.02%−2,804−4.2%Reduced
Armistice Capital, LLC64,000$6.66M0.18%−24,000−27.3%Reduced
Hirtle Callaghan & Co LLC64,408$6.70M0.31%−931−1.4%Reduced
Balentine LLC65,003$6.76M0.22%+16,942+35.3%Added
Litman Gregory Asset Management LLC65,068$6.77M0.64%−7,036−9.8%Reduced
Guardcap Asset Management Ltd65,933$6.86M0.09%+6,133+10.3%Added
Veriti Management LLC65,953$6.86M0.61%+4,127+6.7%Added
Fifth Third Bancorp66,133$6.88M0.03%−2,914−4.2%Reduced
Altrafin AG66,195$6.88M2.65%−40−0.1%Reduced
Sirios Capital Management L P66,570$6.92M1.41%+47,117+242.2%Added
Sequoia Financial Advisors, LLC67,372$7.01M0.09%+27,335+68.3%Added
Bank of Nova Scotia67,472$7.01M0.01%−15,643−18.8%Reduced
Artal Group S.A.67,999$7.07M0.24%−34,700−33.8%Reduced
Qtron Investments LLC68,393$7.11M1.17%−1,340−1.9%Reduced
Channing Global Advisors, LLC68,440$7.12M5.55%+2,058+3.1%Added
Ethic Inc.68,998$7.18M0.21%+1,621+2.4%Added
Amica Mutual Insurance Co69,506$7.23M0.78%00.0%Unchanged
Renaissance Group LLC70,382$7.32M0.30%−924−1.3%Reduced
FACT Capital, LP70,432$7.32M2.93%+70,432New
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH70,991$7.38M0.28%+18,236+34.6%Added
New Age Alpha Advisors, LLC71,100$7.39M5.63%+71,100New
Crestline Management, LP71,900$7.48M0.69%−2,129−2.9%Reduced
Himension Fund71,920$7.48M0.68%+60,820+547.9%Added
National Philanthropic Trust72,995$7.59M0.20%+72,995New
Biglari Capital Corp.73,272$7.62M1.12%00.0%Unchanged
Chartwell Investment Partners, LLC74,250$7.72M0.27%−5,859−7.3%Reduced
Telemark Asset Management, LLC75,000$7.80M1.16%00.0%Unchanged
Taika Capital, LP75,090$7.81M4.53%+2,700+3.7%Added
GWM Advisors LLC72,211$7.82M0.07%+9,402+15.0%Added
HRT Financial LP76,760$7.98M0.06%+51,079+198.9%Added
Segall Bryant & Hamill, LLC77,180$8.03M0.15%−1,312−1.7%Reduced
Cutler Group LP77,360$8.04M1.12%+37,377+93.5%Added
Artemis Investment Management LLP78,081$8.12M0.12%+74,060+1,841.8%Added
Mirabaud Asset Management Ltd78,271$8.14M3.49%+78,271New
Kestra Advisory Services, LLC78,527$8.17M0.07%+9,531+13.8%Added
Aperture Investors, LLC78,630$8.18M1.44%−577−0.7%Reduced
Kapitalo Investimentos Ltda79,355$8.25M1.70%−5,000−5.9%Reduced
Parallax Volatility Advisers, L.P.79,856$8.31M0.23%−291,599−78.5%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management80,000$8.32M0.16%00.0%Unchanged
Victory Capital Management Inc80,491$8.37M0.01%−2,847−3.4%Reduced
Hillman Capital Management, Inc.81,015$8.43M2.91%−15,007−15.6%Reduced
Teachers Retirement System of the State of Kentucky82,990$8.63M0.08%−2,400−2.8%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management84,300$8.77M0.31%+84,300New
Acadian Asset Management LLC84,414$8.78M0.03%+20,579+32.2%Added
Bank Pictet & Cie (Asia) Ltd85,085$8.85M2.24%−3,453−3.9%Reduced
Tocqueville Asset Management L.P.85,431$8.88M0.16%+43,964+106.0%Added
Tredje AP-fonden85,643$8.91M0.11%00.0%Unchanged
Hanson & Doremus Investment Management85,780$8.92M1.68%+4,165+5.1%Added
Henry James International Management, Inc.85,812$8.92M3.35%+900+1.1%Added
Douglass Winthrop Advisors, LLC86,348$8.98M0.20%−6,917−7.4%Reduced
Insight Holdings Group, LLC86,700$9.02M0.22%+79,400+1,087.7%Added
Mercer Global Advisors Inc86,801$9.03M0.03%+9,771+12.7%Added
Oak Family Advisors, LLC86,985$9.05M3.81%+6,965+8.7%Added
Putnam Investments LLC88,360$9.19M0.01%+395+0.4%Added
Night Owl Capital Management, LLC107,182$9.31M2.33%00.0%Unchanged
Everett Harris & Co90,342$9.40M0.13%+250.0%Added
Cetera Investment Advisers90,727$9.44M0.08%+8,791+10.7%Added
Scge Management, L.P.90,772$9.44M0.21%00.0%Unchanged
Banque Cantonale Vaudoise90,904$9.45M0.41%−1,931−2.1%Reduced
Coalescence Partners Investment Management, LP90,998$9.46M8.50%+90,998New
Mackenzie Financial Corp91,559$9.52M0.01%+5,732+6.7%Added
QRG Capital Management, Inc.93,105$9.68M0.14%+26,275+39.3%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial93,700$9.74M0.66%00.0%Unchanged
Banco Bilbao Vizcaya Argentaria, S.A.93,618$9.75M0.12%−8,988−8.8%Reduced
Thoroughbred Financial Services, LLC94,282$9.80M0.79%+5,233+5.9%Added
Tudor Investment Corp Et Al95,270$9.91M0.14%+78,321+462.1%Added
SeaBridge Investment Advisors LLC95,781$9.96M2.90%−3,908−3.9%Reduced
Princeton Global Asset Management LLC95,885$9.97M2.51%+2,659+2.9%Added
M. Kulyk & Associates, LLC95,908$9.97M2.32%+2,095+2.2%Added
Davenport & Co LLC96,083$9.99M0.07%−1,431−1.5%Reduced
SG Americas Securities, LLC96,632$10.1M0.11%−108,826−53.0%Reduced
JB Capital LLC96,912$10.1M0.74%+13,332+16.0%Added
Captrust Financial Advisors97,148$10.1M0.03%+27,073+38.6%Added
Atria Investments LLC97,461$10.1M0.16%−16,030−14.1%Reduced
Tokio Marine Asset Management Co Ltd98,100$10.2M0.56%−200−0.2%Reduced
Pinebridge Investments, L.P.99,029$10.3M0.10%−6,695−6.3%Reduced
Maple-Brown Abbott Ltd99,162$10.3M1.05%−27,279−21.6%Reduced
Jefferies Financial Group Inc.100,365$10.4M0.16%+79,364+377.9%Added
Warther Private Wealth, LLC105,252$10.9M6.13%+31,445+42.6%Added
Factory Mutual Insurance Co107,018$11.1M0.14%00.0%Unchanged
Meridian Investment Counsel Inc.107,584$11.2M3.84%+300+0.3%Added
NS Partners Ltd107,900$11.2M0.55%−97,899−47.6%Reduced
Salem Investment Counselors Inc108,491$11.3M0.39%+4,243+4.1%Added
Old National Bancorp110,067$11.4M0.30%+2,640+2.5%Added
Noesis Capital Mangement Corp110,399$11.5M2.71%−1,235−1.1%Reduced
Two Sigma Advisers, LP110,700$11.5M0.03%−163,200−59.6%Reduced
CTC LLC110,759$11.5M0.11%+107,615+3,422.9%Added
Veritas Asset Management LLP112,034$11.7M0.08%−112,837−50.2%Reduced
Naples Global Advisors, LLC111,569$11.7M1.28%+1,213+1.1%Added
Brandywine Global Investment Management, LLC112,432$11.7M0.09%+17,000+17.8%Added
HM Payson & Co113,644$11.8M0.24%−336,093−74.7%Reduced
Fayez Sarofim & Co89,470$11.9M0.04%−390.0%Reduced