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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; 3,585 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: 2,800 institutionsQ4 2025: 3,127 institutionsQ1 2026: 3,285 institutionsQ2 2026: 3,585 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 20263,585$363.1B
Q1 20263,285$259.3B
Q4 20253,127$239.7B
Q3 20252,800$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
HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse)98,100$13.3M0.29%+98,100New
Ardmore Road Asset Management LP100,000$13.6M2.40%+100,000New
QRG Capital Management, Inc.101,285$13.8M0.17%+8,180+8.8%Added
Henry James International Management, Inc.101,187$14.0M4.32%+15,375+17.9%Added
Azimuth Capital Investment Management LLC103,627$14.1M0.58%−12,059−10.4%Reduced
Silvercrest Asset Management Group LLC104,362$14.2M0.10%−22,195−17.5%Reduced
Noesis Capital Mangement Corp104,506$14.2M3.16%−5,893−5.3%Reduced
Coulter & Justus Financial Services, LLC104,506$14.2M3.16%+104,506New
Salem Investment Counselors Inc104,298$14.2M0.47%−4,193−3.9%Reduced
Unisphere Establishment105,000$14.3M0.14%+105,000New
Warther Private Wealth, LLC105,398$14.3M6.40%+146+0.1%Added
Tairen Capital Ltd106,601$14.5M0.89%+106,601New
Meridian Investment Counsel Inc.106,624$14.5M4.82%−960−0.9%Reduced
Factory Mutual Insurance Co107,018$14.6M0.17%00.0%Unchanged
Motley Fool Asset Management LLC107,510$14.6M0.95%−34,618−24.4%Reduced
WS Portfolio Advisory, LLC109,608$14.9M2.64%−4,923−4.3%Reduced
Naples Global Advisors, LLC109,754$15.0M1.53%−1,815−1.6%Reduced
Mercer Global Advisors Inc111,079$15.1M0.04%+24,278+28.0%Added
Old National Bancorp111,471$15.2M0.36%+1,404+1.3%Added
Kestra Advisory Services, LLC111,928$15.2M0.10%+33,401+42.5%Added
TD Waterhouse Canada Inc.95,369$15.4M0.12%+41,918+78.4%Added
IvyRock Asset Management (HK) Ltd113,300$15.4M7.17%−40,000−26.1%Reduced
Greenleaf Trust113,469$15.4M0.14%−2,116−1.8%Reduced
Atria Investments LLC115,175$15.7M0.22%+17,714+18.2%Added
Compagnie Lombard Odier SCmA115,371$15.7M0.28%−13,243−10.3%Reduced
Hilton Capital Management, LLC115,781$15.8M1.41%+63,304+120.6%Added
CTC LLC117,371$16.0M0.26%+6,612+6.0%Added
FACT Capital, LP117,710$16.0M5.83%+47,278+67.1%Added
Tran Capital Management, L.P.118,769$16.2M1.80%+118,769New
Oppenheimer Asset Management Inc.119,231$16.2M0.24%−28,028−19.0%Reduced
CapWealth Advisors, LLC119,941$16.3M1.83%−2,369−1.9%Reduced
Wetherby Asset Management Inc121,378$16.5M0.79%+352+0.3%Added
Evergreen Capital Management LLC121,715$16.6M0.63%+408+0.3%Added
Augustine Asset Management Inc123,362$16.8M7.00%−545−0.4%Reduced
Boothbay Fund Management, LLC125,022$17.0M0.50%+66,310+112.9%Added
Tredje AP-fonden125,643$17.1M0.18%+40,000+46.7%Added
Motley Fool Wealth Management, LLC125,764$17.1M0.88%−959−0.8%Reduced
Franchise Capital Ltd127,259$17.3M3.22%−85,891−40.3%Reduced
Oppenheimer & Co Inc128,167$17.4M0.29%+8,045+6.7%Added
Cabot Wealth Management Inc128,414$17.5M2.28%−1,809−1.4%Reduced
Nicola Wealth Management Ltd.98,000$18.1M1.75%−23,000−19.0%Reduced
Exor Capital LLP135,000$18.4M0.77%+135,000New
Buckingham Capital Management, Inc.135,957$18.5M2.27%−2,988−2.2%Reduced
Raub Brock Capital Management LP136,436$18.6M3.93%+136,436New
Pathstone Holdings, LLC136,432$18.6M0.09%−5,130−3.6%Reduced
Tenere Capital LLC137,343$18.7M5.56%−5,168−3.6%Reduced
Teachers Retirement System of the State of Kentucky137,790$18.7M0.17%+54,800+66.0%Added
Noked Israel Ltd138,000$18.8M5.05%+138,000New
Yousif Capital Management, LLC138,243$18.8M0.21%−12,900−8.5%Reduced
M&G Plc139,175$18.9M0.11%+139,175New
Toroso Investments, LLC139,851$19.0M0.33%−45,538−24.6%Reduced
Alta Park Capital, LP140,192$19.1M2.07%+140,192New
Bailard, Inc.140,602$19.1M0.53%+95,029+208.5%Added
Kinetic Partners Management, LP142,900$19.4M1.36%+142,900New
United Capital Financial Advisers, LLC145,951$19.9M0.16%−10,466−6.7%Reduced
Crestline Management, LP146,251$19.9M1.88%+74,351+103.4%Added
Night Owl Capital Management, LLC147,642$20.1M3.05%+40,460+37.7%Added
1832 Asset Management L.P.149,532$20.3M0.04%−11,707−7.3%Reduced
Snowden Capital Advisors LLC149,008$20.4M0.64%+33,847+29.4%Added
Fundsmith Investment Services Ltd.149,989$20.4M0.27%+149,989New
Adage Capital Partners GP, L.L.C.150,000$20.4M0.04%−200,000−57.1%Reduced
Davy Global Fund Management Ltd150,934$20.5M2.33%−12,398−7.6%Reduced
Soros Capital Management LLC152,125$20.7M5.68%+124,220+445.2%Added
John G Ullman & Associates Inc152,342$20.7M3.18%−1,200−0.8%Reduced
ABN AMRO Bank N.V.153,601$20.9M0.31%−1,802−1.2%Reduced
Tudor Investment Corp Et Al154,860$21.1M0.26%+59,590+62.5%Added
Generate Investment Management Ltd155,043$21.1M1.66%−4,923−3.1%Reduced
Kornitzer Capital Management Inc157,233$21.4M0.39%−630.0%Reduced
Hudson Bay Capital Management LP158,494$21.6M0.19%+158,494New
Ariel Investments, LLC160,054$21.8M0.21%−18,256−10.2%Reduced
Asset Management One Co.,Ltd.160,426$21.8M0.08%−15,720−8.9%Reduced
Connor, Clark & Lunn Investment Management Ltd.161,183$21.9M0.09%+21,379+15.3%Added
Brinker Capital Investments, LLC162,595$22.1M0.24%+13,136+8.8%Added
Orion Portfolio Solutions, LLC162,595$22.1M0.24%+13,136+8.8%Added
Ninety One SA (PTY) Ltd162,489$22.1M3.19%+131,137+418.3%Added
Ramirez Asset Management, Inc.163,009$22.2M4.47%−11,297−6.5%Reduced
Lido Advisors, LLC162,778$22.2M0.20%+5,924+3.8%Added
Y.D. More Investments Ltd163,953$22.3M3.95%−93,617−36.3%Reduced
Gemsstock Limited164,300$22.4M8.44%−89,700−35.3%Reduced
Matthews International Capital Management LLC165,439$22.5M4.43%−167,534−50.3%Reduced
Ninety One North America, Inc.167,138$22.7M1.10%−3,152−1.9%Reduced
GMT Capital Corp167,400$22.8M0.90%−100,500−37.5%Reduced
PointState Capital LP168,280$22.9M0.69%−533,745−76.0%Reduced
Sirios Capital Management L P170,445$23.2M4.37%+103,875+156.0%Added
J. L. Bainbridge & Co., Inc.170,545$23.2M2.47%−1,321−0.8%Reduced
DuPont Capital Management Corp171,055$23.3M1.93%−21,367−11.1%Reduced
Financiere des Professionnels - Fonds d,investissement inc.172,113$23.4M1.89%+12,000+7.5%Added
M&T Bank Corp173,812$23.7M0.08%−12,467−6.7%Reduced
London & Capital Asset Management Ltd174,934$23.8M1.82%−2,497−1.4%Reduced
Parallax Volatility Advisers, L.P.176,564$24.0M0.68%+96,708+121.1%Added
Harber Asset Management LLC176,888$24.1M5.86%−80,070−31.2%Reduced
Cambridge Investment Research Advisors, Inc.178,725$24.3M0.09%+428+0.2%Added
Cambiar Investors LLC179,600$24.4M0.91%−30,424−14.5%Reduced
Monolith Management Ltd182,000$24.8M9.82%+182,000New
SG Americas Securities, LLC183,512$25.0M0.13%+86,880+89.9%Added
Zweig-DiMenna Associates LLC185,177$25.2M2.23%−2,193−1.2%Reduced
Moore Capital Management, LP186,601$25.4M0.52%+55,984+42.9%Added
Bank Julius Baer & Co. Ltd, Zurich187,048$25.5M0.10%−237,073−55.9%Reduced
Hosking Partners LLP188,885$25.7M0.95%−585−0.3%Reduced
Thomasville National Bank189,608$25.8M2.12%+7,512+4.1%Added