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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
Coronation Fund Managers Ltd.562,850$58.5M1.63%−26,596−4.5%Reduced
Candriam Luxembourg S.C.A.582,413$60.6M0.42%+105,161+22.0%Added
Munro Partners595,197$61.9M2.85%+440,585+285.0%Added
LPL Financial LLC610,927$63.5M0.04%+43,567+7.7%Added
WT Asset Management Ltd627,900$65.3M8.21%+627,900New
Quilter Plc626,483$65.6M2.22%−4,996−0.8%Reduced
Qube Research & Technologies Ltd633,834$65.9M0.15%+465,040+275.5%Added
TT International Asset Management LTD641,517$66.7M8.52%−71,659−10.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.644,037$67.0M0.05%+62,125+10.7%Added
Banque Pictet & Cie SA649,567$67.6M0.77%−6,209−0.9%Reduced
Stifel Financial Corp652,609$67.9M0.09%+43,117+7.1%Added
Degroof Petercam Asset Management653,066$67.9M0.89%+653,066New
Kodai Capital Management LP659,479$68.6M1.40%+659,479New
HighTower Advisors, LLC664,256$69.1M0.12%+37,012+5.9%Added
James Hambro & Partners671,137$69.8M3.71%+46,022+7.4%Added
Citadel Advisors LLC672,495$69.9M0.07%−434,073−39.2%Reduced
Rhumbline Advisers676,880$70.4M0.07%+29,422+4.5%Added
Summit Partners Public Asset Management, LLC680,406$70.8M3.84%+680,406New
Handelsbanken Fonder AB689,450$71.7M0.35%+170,000+32.7%Added
Aviva PLC700,488$72.9M0.26%+78,951+12.7%Added
PointState Capital LP702,025$73.0M2.62%+55,804+8.6%Added
Waverton Investment Management Ltd704,644$73.3M1.78%−92,075−11.6%Reduced
Novo Holdings A/S710,780$73.9M4.94%00.0%Unchanged
Public Sector Pension Investment Board720,772$75.0M0.57%+182,390+33.9%Added
Migdal Insurance & Financial Holdings Ltd.723,451$75.5M1.52%+4,569+0.6%Added
TD Asset Management Inc729,618$75.9M0.07%−344,385−32.1%Reduced
Marsico Capital Management LLC729,985$75.9M2.97%+540,957+286.2%Added
Summitry LLC739,520$76.9M4.46%−565−0.1%Reduced
C WorldWide Group Holding A/S740,182$77.0M1.03%−21,481−2.8%Reduced
La Financiere de L'Echiquier747,432$77.7M3.59%−71,761−8.8%Reduced
SRS Investment Management, LLC768,027$79.9M0.97%00.0%Unchanged
First Trust Advisors LP772,464$80.3M0.09%−142,106−15.5%Reduced
Kempen Capital Management N.V.784,125$81.5M1.14%+97,700+14.2%Added
Geode Capital Management, LLC800,060$83.2M0.01%−40,511−4.8%Reduced
Public Employees Retirement Association of Colorado862,000$89.6M0.41%00.0%Unchanged
Epoch Investment Partners, Inc.864,188$89.9M0.41%−40,067−4.4%Reduced
CIBC World Markets Inc.875,939$91.1M0.26%+8,462+1.0%Added
HSBC Holdings PLC774,007$91.8M0.08%−67,071−8.0%Reduced
Kames Capital plc898,147$93.4M1.49%+898,147New
Squarepoint Ops LLC914,312$95.1M0.39%+705,266+337.4%Added
Capital International Inc930,191$96.7M1.51%+21,583+2.4%Added
Theleme Partners LLP952,000$99.0M5.22%−297,000−23.8%Reduced
The PNC Financial Services Group, Inc.953,556$99.2M0.08%+147,628+18.3%Added
Capital Group Private Client Services, Inc.968,355$100.7M1.04%−43,262−4.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund1,020,000$106.1M0.37%+1,020,000New
Norges Bank1,040,000$108.2M0.02%+946,973+1,018.0%Added
Jane Street Group, LLC1,049,789$109.2M0.13%+412,460+64.7%Added
Grantham, Mayo, Van Otterloo & Co. LLC1,053,216$109.5M0.48%+96,424+10.1%Added
Pictet Asset Management Holding SA1,062,427$110.5M0.12%−21,353−2.0%Reduced
D. E. Shaw & Co., Inc.1,069,989$111.3M0.16%−1,074,857−50.1%Reduced
DnB Asset Management AS1,091,562$113.5M0.59%+47,992+4.6%Added
Alliancebernstein L.P.1,096,670$114.1M0.04%+549,935+100.6%Added
Credit Suisse AG1,097,310$114.1M0.11%+14,390+1.3%Added
Baird Financial Group, Inc.1,098,997$114.3M0.26%−6,500−0.6%Reduced
Metropolis Capital Ltd1,116,879$116.2M4.31%−19,182−1.7%Reduced
Balyasny Asset Management LLC1,123,048$116.8M0.32%+495,015+78.8%Added
Carmignac Gestion1,130,631$117.6M1.98%+588,935+108.7%Added
Locust Wood Capital Advisers, LLC1,139,366$118.5M5.03%+83,098+7.9%Added
AXA S.A.1,144,272$119.0M0.38%−172,603−13.1%Reduced
Third Point LLCSuperinvestorThird Point1,175,000$122.2M1.84%−600,000−33.8%Reduced
Keywise Capital Management (HK) Ltd1,186,400$123.4M20.26%+286,600+31.9%Added
Thornburg Investment Management Inc1,200,386$124.7M1.80%+9,280+0.8%Added
UBS Asset Management Americas Inc1,203,803$125.2M0.05%+35,808+3.1%Added
Bank of Montreal1,226,526$129.0M0.07%−407,792−25.0%Reduced
BNP Paribas Arbitrage, SA1,262,173$131.3M0.24%−280,847−18.2%Reduced
Loomis Sayles & Co L P1,271,445$132.2M0.20%−111,607−8.1%Reduced
DekaBank Deutsche Girozentrale1,270,322$132.5M0.27%−25,889−2.0%Reduced
Mirae Asset Global Investments Co., Ltd.1,309,835$133.3M0.27%+3,928+0.3%Added
Swedbank AB1,305,159$135.7M0.22%+31,433+2.5%Added
Trinity Street Asset Management LLP1,333,658$138.7M15.43%+158,300+13.5%Added
Clal Insurance Enterprises Holdings Ltd1,334,000$138.7M1.82%+530,000+65.9%Added
Raymond James & Associates1,357,338$141.2M0.11%−7,687−0.6%Reduced
AMF Pensionsforsakring AB1,447,268$150.5M1.29%+102,116+7.6%Added
Perpetual Ltd1,470,963$153.0M1.58%−12,761−0.9%Reduced
Capital Research Global Investors1,505,740$156.6M0.04%+1,387,168+1,169.9%Added
Legal & General Group Plc1,512,631$157.2M0.05%+12,472+0.8%Added
Lord, Abbett & Co. LLC1,518,281$157.9M0.55%+286,184+23.2%Added
Fred Alger Management, LLC1,535,626$159.7M0.86%−47,069−3.0%Reduced
Holocene Advisors, LP1,571,004$163.4M0.64%+1,571,004New
Point72 Asset Management, L.P.1,597,174$166.1M0.50%+196,174+14.0%Added
Ruffer LLP1,649,456$171.5M6.37%+401,414+32.2%Added
LGT Capital Partners Ltd.1,648,910$171.5M5.12%+94,120+6.1%Added
Natixis Advisors, L.P.1,802,208$187.4M0.49%+193,990+12.1%Added
Railway Pension Investments Ltd1,835,683$190.9M1.97%00.0%Unchanged
Deutsche Bank AG1,844,917$191.9M0.10%+128,949+7.5%Added
Millennium Management LLC1,855,499$193.0M0.18%+1,131,478+156.3%Added
Manning & Napier Group, LLC1,884,742$196.0M2.33%+543,083+40.5%Added
Great West Life Assurance Co1,901,832$196.7M0.43%−10,145,370−84.2%Reduced
Rafferty Asset Management, LLC1,897,846$197.4M0.83%−37,664−1.9%Reduced
Morningstar Investment Services LLC1,911,713$200.2M1.13%+937,646+96.3%Added
Principal Financial Group Inc1,952,031$203.0M0.13%+6,997+0.4%Added
Manufacturers Life Insurance Company, The2,061,058$214.4M0.13%−79,208−3.7%Reduced
Lansdowne Partners (UK) LLP2,075,578$215.9M15.84%+266,030+14.7%Added
State of New Jersey Common Pension Fund D2,093,539$217.7M0.73%−48,085−2.2%Reduced
Citigroup Inc2,107,146$219.1M0.29%−496,561−19.1%Reduced
Saturna Capital CORP2,124,735$221.0M3.44%+3,101+0.1%Added
Voyager Global Management LP2,125,000$221.0M10.56%+300,000+16.4%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.2,141,842$222.8M0.62%−83,875−3.8%Reduced
Intermede Investment Partners Ltd2,143,266$222.9M5.06%−92,933−4.2%Reduced
Bamco Inc2,163,055$225.0M0.60%−406,925−15.8%Reduced