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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 100 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, Q1 2024

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Mar 31, 2024. 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
1,914
+253 vs. Q4 2023
Shares held
844.0M
−14.5M (−1.7%) vs. Q4 2023
Total value
$114.9B
+$25.4B (+28.3%) vs. Q4 2023
New holders
352
688 more added
Sold out
99
646 more reduced

21 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 1,914 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 heldQ1 2024: $114.9B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q4 2023.

Institutions holding TSM in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC46,586,245$6.34B0.43%+6,929,294+17.5%Added
Sanders Capital, LLC42,942,017$5.84B9.75%−1,585,310−3.6%Reduced
Capital World Investors42,061,083$5.72B0.95%+704,804+1.7%Added
JPMorgan Chase & Co40,870,809$5.56B0.49%−419,228−1.0%Reduced
Massachusetts Financial Services Co29,143,200$3.96B1.19%+699,605+2.5%Added
Fisher Asset Management, LLC29,008,073$3.95B1.84%−2,052,296−6.6%Reduced
Bank of New York Mellon Corp24,265,225$3.30B0.63%−841,363−3.4%Reduced
Capital International Investors19,695,714$2.68B0.54%+5,643,949+40.2%Added
Van Eck Associates Corp17,416,194$2.37B3.58%+6,060,511+53.4%Added
BlackRock Inc.15,001,131$2.04B0.05%−188,541−1.2%Reduced
Morgan Stanley14,915,479$2.03B0.16%−5,917,134−28.4%Reduced
Fiera Capital Corp12,930,879$1.76B5.13%−490,227−3.7%Reduced
Royal Bank of Canada11,946,736$1.63B0.40%−4,156,666−25.8%Reduced
Bank of America Corp11,789,317$1.60B0.16%+3,009,588+34.3%Added
Coatue Management LLCSuperinvestorCoatue Management10,340,018$1.41B5.52%+10,027,552+3,209.2%Added
Alkeon Capital Management LLC10,284,499$1.40B7.70%+4,406,570+75.0%Added
Goldman Sachs Group Inc9,759,585$1.33B0.28%+1,135,960+13.2%Added
William Blair Investment Management, LLC9,505,486$1.29B3.34%−1,723,715−15.4%Reduced
First Eagle Investment Management, LLC9,059,112$1.23B2.80%−5,974−0.1%Reduced
GQG Partners LLC8,538,277$1.16B1.87%+1,710,673+25.1%Added
Schroder Investment Management Group8,167,322$1.11B1.31%−1,386,266−14.5%Reduced
Price T Rowe Associates Inc7,873,873$1.07B0.13%+296,892+3.9%Added
Harding Loevner LP6,957,581$946.6M5.84%−4,659,134−40.1%Reduced
Baillie Gifford & Co6,361,881$865.5M0.67%−440,533−6.5%Reduced
Eagle Capital Management LLC6,228,707$847.4M3.28%+468,487+8.1%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital6,172,524$839.8M6.63%−775,400−11.2%Reduced
UBS Group AG6,164,873$838.7M0.28%+314,885+5.4%Added
Barclays PLC6,112,494$831.6M0.38%+449,491+7.9%Added
Brown Advisory Inc5,844,523$795.1M1.06%−6510.0%Reduced
Vanguard Group Inc5,815,160$791.2M0.02%−5,029,600−46.4%Reduced
Wellington Management Group LLP5,707,584$776.5M0.14%−6,307,063−52.5%Reduced
Artisan Partners Limited Partnership5,660,510$770.1M1.12%+2,086,840+58.4%Added
Russell Investments Group, Ltd.5,539,523$753.8M1.19%−353,219−6.0%Reduced
Franklin Resources Inc5,452,197$741.8M0.23%−209,968−3.7%Reduced
Sands Capital Management, LLC5,217,894$709.9M1.99%−373,664−6.7%Reduced
Lazard Asset Management LLC4,736,495$644.4M0.78%−492,222−9.4%Reduced
Allspring Global Investments Holdings, LLC4,472,319$608.5M0.95%−814,281−15.4%Reduced
American Century Companies Inc4,391,847$597.5M0.38%+374,125+9.3%Added
Dimensional Fund Advisors LP4,226,459$575.0M0.16%−279,460−6.2%Reduced
Ruane, Cunniff & Goldfarb L.P.3,716,650$505.7M7.85%−353,629−8.7%Reduced
Jennison Associates LLC3,714,266$505.3M0.34%+276,974+8.1%Added
Driehaus Capital Management LLC3,613,873$491.7M4.90%+40,399+1.1%Added
StonePine Asset Management Inc.3,598,183$489.5M7.79%−1,606,175−30.9%Reduced
Northern Trust Corp3,563,315$484.8M0.08%−58,741−1.6%Reduced
Nuveen Asset Management, LLC3,542,965$482.5M0.14%+490,699+16.1%Added
Man Group plc3,545,321$482.3M1.30%−1,868,914−34.5%Reduced
Ameriprise Financial Inc3,522,781$478.8M0.13%−1,581,069−31.0%Reduced
Bank of Montreal3,243,201$478.1M0.25%+2,016,675+164.4%Added
Susquehanna International Group, LLP3,501,181$476.3M0.71%+817,457+30.5%Added
Sarasin & Partners LLP3,457,078$470.3M4.63%−208,385−5.7%Reduced
Royal London Asset Management Ltd3,422,659$465.7M1.16%−245,330−6.7%Reduced
Wells Fargo & Company3,345,462$455.2M0.12%+53,944+1.6%Added
Cantillon Capital Management LLC3,242,314$441.1M2.77%−65,656−2.0%Reduced
FIL Ltd3,181,689$432.9M0.43%−1,066,729−25.1%Reduced
Ninety One UK Ltd3,130,485$425.9M1.20%−409,352−11.6%Reduced
Janus Henderson Group PLC3,076,052$418.4M0.23%−10,705−0.3%Reduced
Citigroup Inc3,062,942$416.7M0.45%+955,796+45.4%Added
Tiger Global Management LLCSuperinvestorTiger Global Management3,044,990$414.3M2.26%00.0%Unchanged
Ci Investments Inc.3,029,721$412.2M1.64%−290,107−8.7%Reduced
SEI Investments Co3,014,974$410.2M0.60%+179,904+6.3%Added
Voya Investment Management LLC2,953,392$401.8M0.39%−904,035−23.4%Reduced
Axiom Investors LLC2,925,980$398.1M3.58%−1,369,857−31.9%Reduced
Macquarie Group Ltd2,925,889$398.1M0.45%+2,433,173+493.8%Added
Envestnet Asset Management Inc2,922,208$397.6M0.15%+493,800+20.3%Added
Windacre Partnership LLC2,854,000$388.3M5.34%−1,161,000−28.9%Reduced
Martin Currie Ltd2,802,325$381.3M11.73%−819,171−22.6%Reduced
Select Equity Group, L.P.2,636,022$358.6M1.29%−5480.0%Reduced
Vontobel Asset Management Inc2,397,222$355.6M1.97%−28,722−1.2%Reduced
AustralianSuper Pty Ltd2,459,114$347.9M2.04%−101,304−4.0%Reduced
Rafferty Asset Management, LLC2,368,382$322.2M1.20%+470,536+24.8%Added
Mirova US LLC2,340,292$318.4M4.28%−47,681−2.0%Reduced
Principal Financial Group Inc2,293,911$312.1M0.18%+341,880+17.5%Added
Lansdowne Partners (UK) LLP2,278,964$310.1M20.06%+203,386+9.8%Added
Balyasny Asset Management LLC2,266,396$308.3M0.79%+1,143,348+101.8%Added
Nordea Investment Management AB2,179,810$297.5M0.35%−177,377−7.5%Reduced
Saturna Capital CORP2,126,439$289.3M3.99%+1,704+0.1%Added
Manufacturers Life Insurance Company, The2,108,590$286.9M0.27%+47,532+2.3%Added
Comgest Global Investors S.A.S.2,103,019$286.1M3.98%−178,277−7.8%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,066,973$281.2M0.32%−184,453−8.2%Reduced
Amundi2,103,706$278.3M0.12%−478,681−18.5%Reduced
Invesco Ltd.1,998,591$271.9M0.06%−481,764−19.4%Reduced
New York State Common Retirement Fund1,992,681$271.1M0.36%−495,113−19.9%Reduced
Lord, Abbett & Co. LLC1,959,436$266.6M0.86%+441,155+29.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,951,621$265.5M0.71%−190,221−8.9%Reduced
Millennium Management LLC1,938,852$263.8M0.22%+83,353+4.5%Added
Manning & Napier Group, LLC1,883,134$256.2M2.92%−1,608−0.1%Reduced
Fred Alger Management, LLC1,882,986$256.2M1.27%+347,360+22.6%Added
Northcape Capital Pty Ltd1,857,160$252.7M29.03%−609,076−24.7%Reduced
Natixis Advisors, L.P.1,852,055$252.0M0.58%+49,847+2.8%Added
Intermede Investment Partners Ltd1,817,278$247.2M5.04%−325,988−15.2%Reduced
Deutsche Bank AG1,809,278$246.2M0.11%−35,639−1.9%Reduced
Great West Life Assurance Co1,794,424$244.6M0.49%−107,408−5.6%Reduced
Mondrian Investment Partners LTD1,785,730$242.9M3.34%+189,456+11.9%Added
Canoe Financial LP1,709,737$232.6M3.83%+1,709,737New
DnB Asset Management AS1,610,412$219.1M1.14%+518,850+47.5%Added
State Street Corp1,555,471$212.6M0.01%−694,369−30.9%Reduced
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management1,552,616$211.2M6.55%+1,468,316+1,741.8%Added
ARGA Investment Management, LP1,541,924$209.8M7.03%−1,083,166−41.3%Reduced
Legal & General Group Plc1,529,664$208.1M0.06%+17,033+1.1%Added
Menora Mivtachim Holdings Ltd.1,524,555$207.4M1.56%−768,612−33.5%Reduced