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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
Rockefeller Capital Management L.P.481,999$50.1M0.17%−8,958−1.8%Reduced
Parnassus Investments480,231$49.9M0.11%+476,540+12,910.9%Added
Tiger Pacific Capital LP469,617$48.8M10.40%00.0%Unchanged
Carrhae Capital LLP468,010$48.7M9.62%−267,216−36.3%Reduced
Itau Unibanco Holding S.A.463,811$48.2M1.59%−28,362−5.8%Reduced
Causeway Capital Management LLC462,769$48.1M1.23%−34,760−7.0%Reduced
Federated Hermes, Inc.459,524$47.8M0.12%−32,805−6.7%Reduced
Hardman Johnston Global Advisors LLC458,655$47.7M1.53%+118,513+34.8%Added
CloudAlpha Capital Management Limited/Hong Kong451,600$47.0M6.71%+451,600New
Guinness Asset Management LTD449,632$46.8M1.02%+3,199+0.7%Added
Boston Common Asset Management, LLC449,490$46.7M1.06%−20,562−4.4%Reduced
Truist Financial Corp448,522$46.6M0.07%+4,492+1.0%Added
Federation des caisses Desjardins du Quebec448,137$46.6M0.44%+6,802+1.5%Added
Allianz Asset Management GmbH444,889$46.3M0.09%−13,368−2.9%Reduced
Mitsubishi UFJ Trust & Banking Corp436,415$45.4M0.11%−25,730−5.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich424,121$44.2M0.20%+424,121New
Advisor Group Holdings, Inc.414,319$43.1M0.08%−78,334−15.9%Reduced
MKP Capital Management, L.L.C.411,643$42.8M2.65%+411,643New
Raymond James Financial Services Advisors, Inc.411,620$42.8M0.07%+18,741+4.8%Added
Creative Planning406,757$42.3M0.08%−185,940−31.4%Reduced
Meitav Dash Investments Ltd401,956$42.0M0.62%+32,218+8.7%Added
CI Private Wealth, LLC401,235$41.7M0.08%+2,094+0.5%Added
Bessemer Group Inc399,916$41.6M0.08%−60,894−13.2%Reduced
CIBC Private Wealth Group, LLC398,900$41.5M0.09%+11,199+2.9%Added
Alberta Investment Management Corp396,835$41.3M0.39%+11,624+3.0%Added
US Bancorp396,509$41.2M0.06%+37,498+10.4%Added
Two Sigma Securities, LLC393,296$40.9M1.87%+263,205+202.3%Added
Suvretta Capital Management, LLC388,232$40.4M1.85%+388,232New
Magellan Asset Management Ltd386,095$40.2M0.40%−3,188−0.8%Reduced
Cullen Capital Management LLC382,206$39.7M0.59%+79,517+26.3%Added
Chicago Capital, LLC380,442$39.6M1.42%+38,249+11.2%Added
Marshall Wace, LLP367,583$38.2M0.07%−93,480−20.3%Reduced
Cerity Partners LLC365,509$38.0M0.13%+33,606+10.1%Added
Walleye Trading LLC361,660$37.6M0.57%−53,111−12.8%Reduced
Trillium Asset Management, LLC351,789$36.6M1.00%−13,385−3.7%Reduced
Adage Capital Partners GP, L.L.C.350,000$36.4M0.08%+75,000+27.3%Added
Standard Life Aberdeen plc347,174$36.1M0.08%+10,559+3.1%Added
Johnson Investment Counsel Inc344,616$35.8M0.42%+324,095+1,579.3%Added
B. Metzler seel. Sohn & Co. AG344,503$35.8M0.46%+38,234+12.5%Added
Jarislowsky, Fraser Ltd342,606$35.6M0.21%−7,030−2.0%Reduced
Walleye Capital LLC339,690$35.3M0.50%+105,427+45.0%Added
Earnest Partners LLC338,205$35.2M0.18%−212,914−38.6%Reduced
Phoenix Holdings Ltd.293,163$35.1M0.58%+1,641+0.6%Added
Matthews International Capital Management LLC332,973$34.6M4.87%−55,177−14.2%Reduced
MML Investors Services, LLC328,671$34.2M0.16%+57,522+21.2%Added
Group One Trading, L.P.321,024$33.4M1.05%+170,070+112.7%Added
Optiver Holding B.V.320,245$33.3M0.99%−159,725−33.3%Reduced
Pictet & Cie (Europe) SA319,311$33.2M0.98%+41,851+15.1%Added
Varma Mutual Pension Insurance Co318,520$33.1M0.37%−150,480−32.1%Reduced
Hel Ved Capital Management Ltd317,888$33.1M9.79%+317,888New
Wedgewood Partners Inc258,459$33.0M6.94%−7,389−2.8%Reduced
Coatue Management LLCSuperinvestorCoatue Management312,466$32.5M0.14%−2,059,097−86.8%Reduced
Janney Montgomery Scott LLC310,871$32.3M0.10%+2,292+0.7%Added
Abn Amro Investment Solutions308,972$32.1M0.56%−13,193−4.1%Reduced
Robeco Institutional Asset Management B.V.305,028$31.7M0.08%−207,957−40.5%Reduced
Dundas Partners LLP301,265$31.3M2.73%+10,958+3.8%Added
Scotia Capital Inc.298,245$31.0M0.20%−6,485−2.1%Reduced
HughesLittle Investment Management Ltd.295,775$30.8M7.88%+42,750+16.9%Added
McDaniel Terry & Co292,985$30.5M2.91%+1,854+0.6%Added
Advisors Capital Management, LLC291,610$30.3M0.62%−3,249−1.1%Reduced
Westwood Holdings Group Inc.290,492$30.2M0.25%+20,876+7.7%Added
State of Michigan Retirement System281,600$29.3M0.17%00.0%Unchanged
FengHe Fund Management Pte. Ltd.281,100$29.2M5.13%+281,100New
Calamos Advisors LLC281,009$29.2M0.15%−53,257−15.9%Reduced
Obermeyer Wood Investment Counsel, LLLP281,002$29.2M2.00%−4,306−1.5%Reduced
Triodos Investment Management BV280,003$29.1M2.85%−2,500−0.9%Reduced
Modera Wealth Management, LLC278,763$29.0M0.48%+1,198+0.4%Added
Kensico Capital Management Corp275,900$28.7M1.09%+275,900New
Alpine Investment Management Ltd275,000$28.6M11.71%+225,000+450.0%Added
Governors Lane LP274,415$28.5M7.38%+48,550+21.5%Added
Aquatic Capital Management LLC274,200$28.5M0.73%+200,500+272.0%Added
Assetmark, Inc272,527$28.3M0.10%+30,248+12.5%Added
Flossbach Von Storch AG272,425$28.3M0.13%−27,880−9.3%Reduced
Mawer Investment Management Ltd.271,673$28.3M0.14%+6,348+2.4%Added
Formuepleje A/S268,953$28.0M1.98%+131,302+95.4%Added
GMT Capital Corp267,900$27.9M1.05%−53,500−16.6%Reduced
Jupiter Asset Management Ltd266,154$27.7M0.27%−17,834−6.3%Reduced
Janney Capital Management LLC264,655$27.5M1.85%+16,669+6.7%Added
Diamond Hill Capital Management Inc264,032$27.5M0.12%+11,445+4.5%Added
Y.D. More Investments Ltd257,570$26.8M5.48%−5,219−2.0%Reduced
PEAK6 Investments LLC257,009$26.7M1.15%+53,680+26.4%Added
Harber Asset Management LLC256,958$26.7M6.21%+34,550+15.5%Added
Gemsstock Limited254,000$26.4M9.80%+254,000New
NorthCrest Asset Manangement, LLC253,990$26.4M1.00%+4,082+1.6%Added
Commonwealth Equity Services, LLC251,771$26.2M0.05%−599−0.2%Reduced
Wolverine Trading, LLC251,645$26.2M0.20%+214,409+575.8%Added
Deprince Race & Zollo Inc250,132$26.0M0.59%+310.0%Added
ARK Investment Management LLCSuperinvestorARK Invest249,821$26.0M0.15%+48,775+24.3%Added
O'Shaughnessy Asset Management, LLC248,969$25.9M0.34%+36,992+17.5%Added
Nomura Holdings Inc248,774$25.9M0.23%−116,462−31.9%Reduced
Grimes & Company, Inc.247,962$25.8M0.85%+3,668+1.5%Added
Holowesko Partners Ltd.240,800$25.0M9.02%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC236,577$24.6M0.07%−6,799−2.8%Reduced
Rheos Capital Works Inc.232,600$24.2M1.34%00.0%Unchanged
Analog Century Management LP232,424$24.2M5.59%+26,553+12.9%Added
Northwestern Mutual Wealth Management Co231,670$24.1M0.03%+18,197+8.5%Added
Light Street Capital Management, LLC231,100$24.0M7.20%+133,636+137.1%Added
HGK Asset Management Inc230,400$24.0M5.56%+230,400New
CCLA Investment Management Ltd225,948$23.5M0.39%+18,756+9.1%Added
Nomura Asset Management Co Ltd224,243$23.3M0.10%−58,509−20.7%Reduced