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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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,251,426$234.2M0.31%+199,015+9.7%Added
State Street Corp2,249,840$235.2M0.01%−320,940−12.5%Reduced
Comgest Global Investors S.A.S.2,281,296$237.3M3.56%−41,962−1.8%Reduced
Menora Mivtachim Holdings Ltd.2,293,167$238.5M2.01%+611,000+36.3%Added
Nordea Investment Management AB2,357,187$245.5M0.31%−276,357−10.5%Reduced
Mirova US LLC2,387,973$248.3M3.74%−35,050−1.4%Reduced
Envestnet Asset Management Inc2,428,408$252.6M0.10%+67,116+2.8%Added
Northcape Capital Pty Ltd2,466,236$256.5M30.37%+24,279+1.0%Added
Invesco Ltd.2,480,355$258.0M0.06%−805,663−24.5%Reduced
New York State Common Retirement Fund2,487,794$258.7M0.36%+42,044+1.7%Added
Amundi2,582,387$263.1M0.12%−117,904−4.4%Reduced
AustralianSuper Pty Ltd2,560,418$266.3M1.60%00.0%Unchanged
Vontobel Asset Management Inc2,425,944$269.7M1.60%+4,498+0.2%Added
ARGA Investment Management, LP2,625,090$273.0M9.47%−25,476−1.0%Reduced
Select Equity Group, L.P.2,636,570$274.2M1.01%+565,396+27.3%Added
Susquehanna International Group, LLP2,683,724$279.1M0.47%−1,758,933−39.6%Reduced
SEI Investments Co2,835,070$294.8M0.47%+363,730+14.7%Added
Orbis Allan Gray Ltd2,939,927$305.8M1.92%−2,119,381−41.9%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management3,044,990$316.7M2.25%+983,200+47.7%Added
Nuveen Asset Management, LLC3,052,266$317.6M0.10%+529,941+21.0%Added
Janus Henderson Group PLC3,086,757$320.9M0.19%+22,680+0.7%Added
Mondrian Investment Partners LTD1,596,274$332.0M5.25%+519,041+48.2%Added
Vontobel Holding Ltd.3,252,023$338.2M2.83%−198,351−5.7%Reduced
Wells Fargo & Company3,291,518$342.3M0.10%+45,944+1.4%Added
Cantillon Capital Management LLC3,307,970$344.0M2.30%−80,539−2.4%Reduced
Ci Investments Inc.3,319,828$345.3M1.79%+325,401+10.9%Added
Jennison Associates LLC3,437,292$357.5M0.27%−202,424−5.6%Reduced
Ninety One UK Ltd3,539,837$368.1M1.10%−294,657−7.7%Reduced
Driehaus Capital Management LLC3,573,474$371.6M4.48%+499,046+16.2%Added
Artisan Partners Limited Partnership3,573,670$371.7M0.58%+2,838,038+385.8%Added
Martin Currie Ltd3,621,496$376.6M12.36%−144,060−3.8%Reduced
Northern Trust Corp3,622,056$376.7M0.07%+131,426+3.8%Added
Sarasin & Partners LLP3,665,463$381.2M4.19%−286,995−7.3%Reduced
Royal London Asset Management Ltd3,667,989$381.5M1.09%+33,195+0.9%Added
Voya Investment Management LLC3,857,427$401.2M0.41%+37,072+1.0%Added
Windacre Partnership LLC4,015,000$417.6M6.34%−1,574,000−28.2%Reduced
American Century Companies Inc4,017,722$417.8M0.29%+544,085+15.7%Added
Ruane, Cunniff & Goldfarb L.P.4,070,279$423.3M6.77%−125,036−3.0%Reduced
FIL Ltd4,248,418$441.8M0.46%−57,287−1.3%Reduced
Axiom Investors LLC4,295,837$446.8M4.38%+743,070+20.9%Added
Dimensional Fund Advisors LP4,505,919$468.6M0.14%−63,979−1.4%Reduced
Ameriprise Financial Inc5,103,850$528.7M0.16%−315,004−5.8%Reduced
StonePine Asset Management Inc.5,204,358$541.3M5.81%+401,434+8.4%Added
Lazard Asset Management LLC5,228,717$543.8M0.69%+295,881+6.0%Added
Allspring Global Investments Holdings, LLC5,286,600$549.8M0.91%−16,110−0.3%Reduced
Man Group plc5,414,235$563.1M1.62%––
Arrowstreet Capital, Limited Partnership5,585,787$580.9M0.61%−450,822−7.5%Reduced
Sands Capital Management, LLC5,591,558$581.5M1.77%−91,357−1.6%Reduced
Franklin Resources Inc5,662,165$588.9M0.28%−243,730−4.1%Reduced
Barclays PLC5,663,003$589.0M0.30%+892,283+18.7%Added
Eagle Capital Management LLC5,760,220$599.1M2.54%+5,760,220New
Brown Advisory Inc5,845,174$607.9M0.85%+901,243+18.2%Added
UBS Group AG5,849,988$608.4M0.24%+890,321+18.0%Added
Alkeon Capital Management LLC5,877,929$611.3M4.01%−118,547−2.0%Reduced
Russell Investments Group, Ltd.5,892,742$613.0M1.09%+96,661+1.7%Added
Baillie Gifford & Co6,802,414$707.5M0.56%−47,536−0.7%Reduced
GQG Partners LLC6,827,604$710.1M1.50%+289,371+4.4%Added
AQR Capital Management LLC6,935,222$721.3M1.36%+440,087+6.8%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital6,947,924$722.6M6.25%−852,228−10.9%Reduced
Price T Rowe Associates Inc7,576,981$788.0M0.11%+103,306+1.4%Added
Goldman Sachs Group Inc8,623,625$896.9M0.20%+253,805+3.0%Added
Bank of America Corp8,779,729$913.1M0.10%−469,385−5.1%Reduced
First Eagle Investment Management, LLC9,065,086$942.8M2.25%+84,823+0.9%Added
Schroder Investment Management Group9,553,588$993.6M1.29%−451,488−4.5%Reduced
Vanguard Group Inc10,844,760$1.13B0.02%−1,101,483−9.2%Reduced
William Blair Investment Management, LLC11,229,201$1.17B3.40%−550,943−4.7%Reduced
Van Eck Associates Corp11,355,683$1.18B2.15%−3,439,899−23.2%Reduced
Harding Loevner LP11,616,715$1.22B6.86%+2,008,043+20.9%Added
Wellington Management Group LLP12,014,647$1.25B0.23%−843,301−6.6%Reduced
Fiera Capital Corp13,421,106$1.40B4.28%−409,131−3.0%Reduced
Capital International Investors14,051,765$1.46B0.33%−2,706,648−16.2%Reduced
BlackRock Inc.15,189,672$1.58B0.04%+1,623,476+12.0%Added
Royal Bank of Canada16,103,402$1.67B0.42%−231,512−1.4%Reduced
Morgan Stanley20,832,613$2.17B0.19%−2,971,567−12.5%Reduced
Bank of New York Mellon Corp25,106,588$2.61B0.53%−603,059−2.3%Reduced
Massachusetts Financial Services Co28,443,595$2.96B0.96%+1,649,279+6.2%Added
Fisher Asset Management, LLC31,060,369$3.23B1.71%+422,976+1.4%Added
FMR LLC39,656,951$4.12B0.32%−1,955,318−4.7%Reduced
JPMorgan Chase & Co41,290,037$4.29B0.44%+2,028,575+5.2%Added
Capital World Investors41,356,279$4.30B0.76%+4,240,928+11.4%Added
Sanders Capital, LLC44,527,327$4.63B8.56%+1,501,548+3.5%Added
Transamerica Financial Advisors, Inc.1––00.0%Unchanged
Altshuler Shaham Ltd0$00.00%−2,024,530−100.0%Sold out
Foxhaven Asset Management, LP0$00.00%−1,381,960−100.0%Sold out
Renaissance Technologies LLC0$00.00%−1,063,820−100.0%Sold out
SeaTown Holdings Pte. Ltd.0$00.00%−210,000−100.0%Sold out
Southpoint Capital Advisors LP0$00.00%−200,000−100.0%Sold out
Laurion Capital Management LP0$00.00%−191,141−100.0%Sold out
Engine No. 1 LLC0$00.00%−172,900−100.0%Sold out
Ovata Capital Management Ltd0$00.00%−160,555−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−129,112−100.0%Sold out
Hi-Line Capital Management, LLC0$00.00%−126,399−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−124,778−100.0%Sold out
Crake Asset Management LLP0$00.00%−77,000−100.0%Sold out
Murchinson Ltd.0$00.00%−75,000−100.0%Sold out
Artemis Wealth Advisors, LLC0$00.00%−70,000−100.0%Sold out
Gunderson Capital Management Inc.0$00.00%−59,827−100.0%Sold out
Caas Capital Management LP0$00.00%−58,000−100.0%Sold out
Hikari Tsushin, Inc.0$00.00%−56,532−100.0%Sold out
Snow Lake Management LP0$00.00%−250,000−100.0%Sold out