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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, 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
PEAK6 Investments LLC257,009$26.7M1.15%+53,680+26.4%Added
Y.D. More Investments Ltd257,570$26.8M5.48%−5,219−2.0%Reduced
Diamond Hill Capital Management Inc264,032$27.5M0.12%+11,445+4.5%Added
Janney Capital Management LLC264,655$27.5M1.85%+16,669+6.7%Added
Jupiter Asset Management Ltd266,154$27.7M0.27%−17,834−6.3%Reduced
GMT Capital Corp267,900$27.9M1.05%−53,500−16.6%Reduced
Formuepleje A/S268,953$28.0M1.98%+131,302+95.4%Added
Mawer Investment Management Ltd.271,673$28.3M0.14%+6,348+2.4%Added
Flossbach Von Storch AG272,425$28.3M0.13%−27,880−9.3%Reduced
Assetmark, Inc272,527$28.3M0.10%+30,248+12.5%Added
Aquatic Capital Management LLC274,200$28.5M0.73%+200,500+272.0%Added
Governors Lane LP274,415$28.5M7.38%+48,550+21.5%Added
Alpine Investment Management Ltd275,000$28.6M11.71%+225,000+450.0%Added
Kensico Capital Management Corp275,900$28.7M1.09%+275,900New
Modera Wealth Management, LLC278,763$29.0M0.48%+1,198+0.4%Added
Triodos Investment Management BV280,003$29.1M2.85%−2,500−0.9%Reduced
Obermeyer Wood Investment Counsel, LLLP281,002$29.2M2.00%−4,306−1.5%Reduced
Calamos Advisors LLC281,009$29.2M0.15%−53,257−15.9%Reduced
FengHe Fund Management Pte. Ltd.281,100$29.2M5.13%+281,100New
State of Michigan Retirement System281,600$29.3M0.17%00.0%Unchanged
Westwood Holdings Group Inc.290,492$30.2M0.25%+20,876+7.7%Added
Advisors Capital Management, LLC291,610$30.3M0.62%−3,249−1.1%Reduced
McDaniel Terry & Co292,985$30.5M2.91%+1,854+0.6%Added
HughesLittle Investment Management Ltd.295,775$30.8M7.88%+42,750+16.9%Added
Scotia Capital Inc.298,245$31.0M0.20%−6,485−2.1%Reduced
Dundas Partners LLP301,265$31.3M2.73%+10,958+3.8%Added
Robeco Institutional Asset Management B.V.305,028$31.7M0.08%−207,957−40.5%Reduced
Abn Amro Investment Solutions308,972$32.1M0.56%−13,193−4.1%Reduced
Janney Montgomery Scott LLC310,871$32.3M0.10%+2,292+0.7%Added
Coatue Management LLCSuperinvestorCoatue Management312,466$32.5M0.14%−2,059,097−86.8%Reduced
Wedgewood Partners Inc258,459$33.0M6.94%−7,389−2.8%Reduced
Hel Ved Capital Management Ltd317,888$33.1M9.79%+317,888New
Varma Mutual Pension Insurance Co318,520$33.1M0.37%−150,480−32.1%Reduced
Pictet & Cie (Europe) SA319,311$33.2M0.98%+41,851+15.1%Added
Optiver Holding B.V.320,245$33.3M0.99%−159,725−33.3%Reduced
Group One Trading, L.P.321,024$33.4M1.05%+170,070+112.7%Added
MML Investors Services, LLC328,671$34.2M0.16%+57,522+21.2%Added
Matthews International Capital Management LLC332,973$34.6M4.87%−55,177−14.2%Reduced
Phoenix Holdings Ltd.293,163$35.1M0.58%+1,641+0.6%Added
Earnest Partners LLC338,205$35.2M0.18%−212,914−38.6%Reduced
Walleye Capital LLC339,690$35.3M0.50%+105,427+45.0%Added
Jarislowsky, Fraser Ltd342,606$35.6M0.21%−7,030−2.0%Reduced
B. Metzler seel. Sohn & Co. AG344,503$35.8M0.46%+38,234+12.5%Added
Johnson Investment Counsel Inc344,616$35.8M0.42%+324,095+1,579.3%Added
Standard Life Aberdeen plc347,174$36.1M0.08%+10,559+3.1%Added
Adage Capital Partners GP, L.L.C.350,000$36.4M0.08%+75,000+27.3%Added
Trillium Asset Management, LLC351,789$36.6M1.00%−13,385−3.7%Reduced
Walleye Trading LLC361,660$37.6M0.57%−53,111−12.8%Reduced
Cerity Partners LLC365,509$38.0M0.13%+33,606+10.1%Added
Marshall Wace, LLP367,583$38.2M0.07%−93,480−20.3%Reduced
Chicago Capital, LLC380,442$39.6M1.42%+38,249+11.2%Added
Cullen Capital Management LLC382,206$39.7M0.59%+79,517+26.3%Added
Magellan Asset Management Ltd386,095$40.2M0.40%−3,188−0.8%Reduced
Suvretta Capital Management, LLC388,232$40.4M1.85%+388,232New
Two Sigma Securities, LLC393,296$40.9M1.87%+263,205+202.3%Added
US Bancorp396,509$41.2M0.06%+37,498+10.4%Added
Alberta Investment Management Corp396,835$41.3M0.39%+11,624+3.0%Added
CIBC Private Wealth Group, LLC398,900$41.5M0.09%+11,199+2.9%Added
Bessemer Group Inc399,916$41.6M0.08%−60,894−13.2%Reduced
CI Private Wealth, LLC401,235$41.7M0.08%+2,094+0.5%Added
Meitav Dash Investments Ltd401,956$42.0M0.62%+32,218+8.7%Added
Creative Planning406,757$42.3M0.08%−185,940−31.4%Reduced
Raymond James Financial Services Advisors, Inc.411,620$42.8M0.07%+18,741+4.8%Added
MKP Capital Management, L.L.C.411,643$42.8M2.65%+411,643New
Advisor Group Holdings, Inc.414,319$43.1M0.08%−78,334−15.9%Reduced
Bank Julius Baer & Co. Ltd, Zurich424,121$44.2M0.20%+424,121New
Mitsubishi UFJ Trust & Banking Corp436,415$45.4M0.11%−25,730−5.6%Reduced
Allianz Asset Management GmbH444,889$46.3M0.09%−13,368−2.9%Reduced
Federation des caisses Desjardins du Quebec448,137$46.6M0.44%+6,802+1.5%Added
Truist Financial Corp448,522$46.6M0.07%+4,492+1.0%Added
Boston Common Asset Management, LLC449,490$46.7M1.06%−20,562−4.4%Reduced
Guinness Asset Management LTD449,632$46.8M1.02%+3,199+0.7%Added
CloudAlpha Capital Management Limited/Hong Kong451,600$47.0M6.71%+451,600New
Hardman Johnston Global Advisors LLC458,655$47.7M1.53%+118,513+34.8%Added
Federated Hermes, Inc.459,524$47.8M0.12%−32,805−6.7%Reduced
Causeway Capital Management LLC462,769$48.1M1.23%−34,760−7.0%Reduced
Itau Unibanco Holding S.A.463,811$48.2M1.59%−28,362−5.8%Reduced
Carrhae Capital LLP468,010$48.7M9.62%−267,216−36.3%Reduced
Tiger Pacific Capital LP469,617$48.8M10.40%00.0%Unchanged
Parnassus Investments480,231$49.9M0.11%+476,540+12,910.9%Added
Rockefeller Capital Management L.P.481,999$50.1M0.17%−8,958−1.8%Reduced
Oversea-Chinese Banking CORP Ltd484,524$50.4M1.79%+14,433+3.1%Added
FIFTHDELTA Ltd485,984$50.5M7.76%+76,388+18.6%Added
Origin Asset Management LLP492,681$51.2M13.72%00.0%Unchanged
Macquarie Group Ltd492,716$51.2M0.06%−12,033−2.4%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital495,712$51.6M1.06%+198,824+67.0%Added
Rathbone Brothers plc498,894$51.9M0.33%+15,527+3.2%Added
Appaloosa LPSuperinvestorAppaloosa500,000$52.0M0.92%−500,000−50.0%Reduced
Liontrust Investment Partners LLP502,650$52.3M0.76%+260,507+107.6%Added
Palestra Capital Management LLC513,351$53.4M2.65%−278,910−35.2%Reduced
Brandes Investment Partners, LP513,389$53.4M0.81%+149,225+41.0%Added
Rokos Capital Management LLP519,666$54.0M1.64%−339,805−39.5%Reduced
Harel Insurance Investments & Financial Services Ltd.525,869$54.7M0.96%−12,335−2.3%Reduced
Neuberger Berman Group LLC526,180$54.7M0.05%−69,851−11.7%Reduced
Capital Fund Management S.A.530,595$55.2M0.70%+530,595New
Optimus Prime Fund Management Co., Ltd.535,000$55.6M7.05%00.0%Unchanged
Crossmark Global Holdings, Inc.536,820$55.8M1.16%−12,885−2.3%Reduced
Clark Capital Management Group, Inc.543,502$56.5M0.46%+302,792+125.8%Added
Pzena Investment Management LLC556,799$57.9M0.22%−265,738−32.3%Reduced
E Fund Management Co., Ltd.557,291$58.0M3.67%−92,709−14.3%Reduced