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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,586 | $363.1B |
| Q1 2026 | 3,286 | $259.3B |
| Q4 2025 | 3,128 | $239.7B |
| Q3 2025 | 2,801 | $227.0B |
| Q2 2025 | 2,645 | $185.8B |
| Q1 2025 | 2,444 | $135.8B |
| Q4 2024 | 2,468 | $165.2B |
| Q3 2024 | 2,193 | $141.4B |
| Q2 2024 | 2,106 | $145.1B |
| Q1 2024 | 1,914 | $114.9B |
| Q4 2023 | 1,682 | $89.6B |
| Q3 2023 | 1,526 | $73.6B |
| Q2 2023 | 1,568 | $86.4B |
| Q1 2023 | 1,500 | $79.7B |
| Q4 2022 | 1,401 | $63.2B |
| Q3 2022 | 1,304 | $59.7B |
| Q2 2022 | 1,380 | $71.2B |
| Q1 2022 | 1,477 | $90.6B |
| Q4 2021 | 1,498 | $104.1B |
| Q3 2021 | 1,379 | $95.6B |
| Q2 2021 | 1,363 | $103.4B |
| Q1 2021 | 1,354 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ruffer LLP | 1,649,456 | $171.5M | 6.37% | +401,414+32.2% | Added |
| Point72 Asset Management, L.P. | 1,597,174 | $166.1M | 0.50% | +196,174+14.0% | Added |
| Holocene Advisors, LP | 1,571,004 | $163.4M | 0.64% | +1,571,004 | New |
| Fred Alger Management, LLC | 1,535,626 | $159.7M | 0.86% | −47,069−3.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,518,281 | $157.9M | 0.55% | +286,184+23.2% | Added |
| Legal & General Group Plc | 1,512,631 | $157.2M | 0.05% | +12,472+0.8% | Added |
| Capital Research Global Investors | 1,505,740 | $156.6M | 0.04% | +1,387,168+1,169.9% | Added |
| Perpetual Ltd | 1,470,963 | $153.0M | 1.58% | −12,761−0.9% | Reduced |
| AMF Pensionsforsakring AB | 1,447,268 | $150.5M | 1.29% | +102,116+7.6% | Added |
| Raymond James & Associates | 1,357,338 | $141.2M | 0.11% | −7,687−0.6% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 1,334,000 | $138.7M | 1.82% | +530,000+65.9% | Added |
| Trinity Street Asset Management LLP | 1,333,658 | $138.7M | 15.43% | +158,300+13.5% | Added |
| Swedbank AB | 1,305,159 | $135.7M | 0.22% | +31,433+2.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,309,835 | $133.3M | 0.27% | +3,928+0.3% | Added |
| DekaBank Deutsche Girozentrale | 1,270,322 | $132.5M | 0.27% | −25,889−2.0% | Reduced |
| Loomis Sayles & Co L P | 1,271,445 | $132.2M | 0.20% | −111,607−8.1% | Reduced |
| BNP Paribas Arbitrage, SA | 1,262,173 | $131.3M | 0.24% | −280,847−18.2% | Reduced |
| Bank of Montreal | 1,226,526 | $129.0M | 0.07% | −407,792−25.0% | Reduced |
| UBS Asset Management Americas Inc | 1,203,803 | $125.2M | 0.05% | +35,808+3.1% | Added |
| Thornburg Investment Management Inc | 1,200,386 | $124.7M | 1.80% | +9,280+0.8% | Added |
| Keywise Capital Management (HK) Ltd | 1,186,400 | $123.4M | 20.26% | +286,600+31.9% | Added |
| Third Point LLCSuperinvestorThird Point | 1,175,000 | $122.2M | 1.84% | −600,000−33.8% | Reduced |
| AXA S.A. | 1,144,272 | $119.0M | 0.38% | −172,603−13.1% | Reduced |
| Locust Wood Capital Advisers, LLC | 1,139,366 | $118.5M | 5.03% | +83,098+7.9% | Added |
| Carmignac Gestion | 1,130,631 | $117.6M | 1.98% | +588,935+108.7% | Added |
| Balyasny Asset Management LLC | 1,123,048 | $116.8M | 0.32% | +495,015+78.8% | Added |
| Metropolis Capital Ltd | 1,116,879 | $116.2M | 4.31% | −19,182−1.7% | Reduced |
| Baird Financial Group, Inc. | 1,098,997 | $114.3M | 0.26% | −6,500−0.6% | Reduced |
| Credit Suisse AG | 1,097,310 | $114.1M | 0.11% | +14,390+1.3% | Added |
| Alliancebernstein L.P. | 1,096,670 | $114.1M | 0.04% | +549,935+100.6% | Added |
| DnB Asset Management AS | 1,091,562 | $113.5M | 0.59% | +47,992+4.6% | Added |
| D. E. Shaw & Co., Inc. | 1,069,989 | $111.3M | 0.16% | −1,074,857−50.1% | Reduced |
| Pictet Asset Management Holding SA | 1,062,427 | $110.5M | 0.12% | −21,353−2.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,053,216 | $109.5M | 0.48% | +96,424+10.1% | Added |
| Jane Street Group, LLC | 1,049,789 | $109.2M | 0.13% | +412,460+64.7% | Added |
| Norges Bank | 1,040,000 | $108.2M | 0.02% | +946,973+1,018.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1,020,000 | $106.1M | 0.37% | +1,020,000 | New |
| Capital Group Private Client Services, Inc. | 968,355 | $100.7M | 1.04% | −43,262−4.3% | Reduced |
| The PNC Financial Services Group, Inc. | 953,556 | $99.2M | 0.08% | +147,628+18.3% | Added |
| Theleme Partners LLP | 952,000 | $99.0M | 5.22% | −297,000−23.8% | Reduced |
| Capital International Inc | 930,191 | $96.7M | 1.51% | +21,583+2.4% | Added |
| Squarepoint Ops LLC | 914,312 | $95.1M | 0.39% | +705,266+337.4% | Added |
| Kames Capital plc | 898,147 | $93.4M | 1.49% | +898,147 | New |
| HSBC Holdings PLC | 774,007 | $91.8M | 0.08% | −67,071−8.0% | Reduced |
| CIBC World Markets Inc. | 875,939 | $91.1M | 0.26% | +8,462+1.0% | Added |
| Epoch Investment Partners, Inc. | 864,188 | $89.9M | 0.41% | −40,067−4.4% | Reduced |
| Public Employees Retirement Association of Colorado | 862,000 | $89.6M | 0.41% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 800,060 | $83.2M | 0.01% | −40,511−4.8% | Reduced |
| Kempen Capital Management N.V. | 784,125 | $81.5M | 1.14% | +97,700+14.2% | Added |
| First Trust Advisors LP | 772,464 | $80.3M | 0.09% | −142,106−15.5% | Reduced |
| SRS Investment Management, LLC | 768,027 | $79.9M | 0.97% | 00.0% | Unchanged |
| La Financiere de L'Echiquier | 747,432 | $77.7M | 3.59% | −71,761−8.8% | Reduced |
| C WorldWide Group Holding A/S | 740,182 | $77.0M | 1.03% | −21,481−2.8% | Reduced |
| Summitry LLC | 739,520 | $76.9M | 4.46% | −565−0.1% | Reduced |
| Marsico Capital Management LLC | 729,985 | $75.9M | 2.97% | +540,957+286.2% | Added |
| TD Asset Management Inc | 729,618 | $75.9M | 0.07% | −344,385−32.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 723,451 | $75.5M | 1.52% | +4,569+0.6% | Added |
| Public Sector Pension Investment Board | 720,772 | $75.0M | 0.57% | +182,390+33.9% | Added |
| Novo Holdings A/S | 710,780 | $73.9M | 4.94% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 704,644 | $73.3M | 1.78% | −92,075−11.6% | Reduced |
| PointState Capital LP | 702,025 | $73.0M | 2.62% | +55,804+8.6% | Added |
| Aviva PLC | 700,488 | $72.9M | 0.26% | +78,951+12.7% | Added |
| Handelsbanken Fonder AB | 689,450 | $71.7M | 0.35% | +170,000+32.7% | Added |
| Summit Partners Public Asset Management, LLC | 680,406 | $70.8M | 3.84% | +680,406 | New |
| Rhumbline Advisers | 676,880 | $70.4M | 0.07% | +29,422+4.5% | Added |
| Citadel Advisors LLC | 672,495 | $69.9M | 0.07% | −434,073−39.2% | Reduced |
| James Hambro & Partners | 671,137 | $69.8M | 3.71% | +46,022+7.4% | Added |
| HighTower Advisors, LLC | 664,256 | $69.1M | 0.12% | +37,012+5.9% | Added |
| Kodai Capital Management LP | 659,479 | $68.6M | 1.40% | +659,479 | New |
| Degroof Petercam Asset Management | 653,066 | $67.9M | 0.89% | +653,066 | New |
| Stifel Financial Corp | 652,609 | $67.9M | 0.09% | +43,117+7.1% | Added |
| Banque Pictet & Cie SA | 649,567 | $67.6M | 0.77% | −6,209−0.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 644,037 | $67.0M | 0.05% | +62,125+10.7% | Added |
| TT International Asset Management LTD | 641,517 | $66.7M | 8.52% | −71,659−10.0% | Reduced |
| Qube Research & Technologies Ltd | 633,834 | $65.9M | 0.15% | +465,040+275.5% | Added |
| Quilter Plc | 626,483 | $65.6M | 2.22% | −4,996−0.8% | Reduced |
| WT Asset Management Ltd | 627,900 | $65.3M | 8.21% | +627,900 | New |
| LPL Financial LLC | 610,927 | $63.5M | 0.04% | +43,567+7.7% | Added |
| Munro Partners | 595,197 | $61.9M | 2.85% | +440,585+285.0% | Added |
| Candriam Luxembourg S.C.A. | 582,413 | $60.6M | 0.42% | +105,161+22.0% | Added |
| Coronation Fund Managers Ltd. | 562,850 | $58.5M | 1.63% | −26,596−4.5% | Reduced |
| E Fund Management Co., Ltd. | 557,291 | $58.0M | 3.67% | −92,709−14.3% | Reduced |
| Pzena Investment Management LLC | 556,799 | $57.9M | 0.22% | −265,738−32.3% | Reduced |
| Clark Capital Management Group, Inc. | 543,502 | $56.5M | 0.46% | +302,792+125.8% | Added |
| Crossmark Global Holdings, Inc. | 536,820 | $55.8M | 1.16% | −12,885−2.3% | Reduced |
| Optimus Prime Fund Management Co., Ltd. | 535,000 | $55.6M | 7.05% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 530,595 | $55.2M | 0.70% | +530,595 | New |
| Neuberger Berman Group LLC | 526,180 | $54.7M | 0.05% | −69,851−11.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 525,869 | $54.7M | 0.96% | −12,335−2.3% | Reduced |
| Rokos Capital Management LLP | 519,666 | $54.0M | 1.64% | −339,805−39.5% | Reduced |
| Brandes Investment Partners, LP | 513,389 | $53.4M | 0.81% | +149,225+41.0% | Added |
| Palestra Capital Management LLC | 513,351 | $53.4M | 2.65% | −278,910−35.2% | Reduced |
| Liontrust Investment Partners LLP | 502,650 | $52.3M | 0.76% | +260,507+107.6% | Added |
| Appaloosa LPSuperinvestorAppaloosa | 500,000 | $52.0M | 0.92% | −500,000−50.0% | Reduced |
| Rathbone Brothers plc | 498,894 | $51.9M | 0.33% | +15,527+3.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 495,712 | $51.6M | 1.06% | +198,824+67.0% | Added |
| Macquarie Group Ltd | 492,716 | $51.2M | 0.06% | −12,033−2.4% | Reduced |
| Origin Asset Management LLP | 492,681 | $51.2M | 13.72% | 00.0% | Unchanged |
| FIFTHDELTA Ltd | 485,984 | $50.5M | 7.76% | +76,388+18.6% | Added |
| Oversea-Chinese Banking CORP Ltd | 484,524 | $50.4M | 1.79% | +14,433+3.1% | Added |