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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, 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
AQR Capital Management LLC1,521,041$206.9M0.35%−5,414,181−78.1%Reduced
Capital Research Global Investors1,514,316$206.0M0.05%+8,576+0.6%Added
Railway Pension Investments Ltd1,503,783$204.6M1.99%−331,900−18.1%Reduced
LGT Capital Partners Ltd.1,476,610$200.9M6.28%−172,300−10.4%Reduced
Carmignac Gestion1,475,291$200.7M3.18%+344,660+30.5%Added
Swedbank AB1,435,422$195.3M0.28%+130,263+10.0%Added
State of New Jersey Common Pension Fund D1,423,291$193.6M0.59%−670,248−32.0%Reduced
Raymond James & Associates1,420,828$193.3M0.13%+63,490+4.7%Added
Holocene Advisors, LP1,394,732$189.8M0.70%−176,272−11.2%Reduced
Keywise Capital Management (HK) Ltd1,388,900$189.0M25.62%+202,500+17.1%Added
Arrowstreet Capital, Limited Partnership1,372,426$186.7M0.17%−4,213,361−75.4%Reduced
UBS Asset Management Americas Inc1,370,034$186.4M0.07%+166,231+13.8%Added
DekaBank Deutsche Girozentrale1,339,479$182.9M0.34%+69,157+5.4%Added
Citadel Advisors LLC1,330,604$181.0M0.17%+658,109+97.9%Added
Vontobel Holding Ltd.1,299,976$176.9M1.41%−1,952,047−60.0%Reduced
Loomis Sayles & Co L P1,203,597$163.7M0.23%−67,848−5.3%Reduced
Trinity Street Asset Management LLP1,200,103$163.3M13.06%−133,555−10.0%Reduced
Mirae Asset Global Investments Co., Ltd.1,268,516$162.7M0.35%−41,319−3.2%Reduced
Consolidated Press International Holdings Ltd1,188,975$161.8M18.81%+1,188,975New
AMF Pensionsforsakring AB1,186,562$161.4M1.22%−260,706−18.0%Reduced
Third Point LLCSuperinvestorThird Point1,175,000$159.9M2.04%00.0%Unchanged
Alliancebernstein L.P.1,164,850$158.5M0.06%+68,180+6.2%Added
AXA S.A.1,151,735$156.7M0.47%+7,463+0.7%Added
Jane Street Group, LLC1,125,194$153.1M0.20%+75,405+7.2%Added
First Trust Advisors LP1,118,820$152.2M0.15%+346,356+44.8%Added
HSBC Holdings PLC1,041,656$152.1M0.11%+267,649+34.6%Added
Voyager Global Management LP1,100,000$149.7M7.23%−1,025,000−48.2%Reduced
Baird Financial Group, Inc.1,092,530$148.6M0.31%−6,467−0.6%Reduced
Ruffer LLP1,072,361$145.9M5.62%−577,095−35.0%Reduced
Bamco Inc1,066,264$145.1M0.39%−1,096,791−50.7%Reduced
Locust Wood Capital Advisers, LLC1,055,790$143.6M5.66%−83,576−7.3%Reduced
Munro Partners1,040,477$141.6M5.07%+445,280+74.8%Added
Thornburg Investment Management Inc1,018,135$138.9M1.94%−182,251−15.2%Reduced
Danske Bank A/S1,006,747$137.0M0.43%+1,006,747New
Degroof Petercam Asset Management1,005,645$136.8M1.64%+352,579+54.0%Added
The PNC Financial Services Group, Inc.973,568$132.5M0.09%+20,012+2.1%Added
BNP Paribas Arbitrage, SA959,551$130.5M0.16%−302,622−24.0%Reduced
Clal Insurance Enterprises Holdings Ltd947,000$128.8M1.45%−387,000−29.0%Reduced
CIBC World Markets Inc.944,118$128.4M0.33%+68,179+7.8%Added
Qube Research & Technologies Ltd937,457$127.5M0.23%+303,623+47.9%Added
Capital Group Private Client Services, Inc.931,726$126.8M1.29%−36,629−3.8%Reduced
Neuberger Berman Group LLC930,037$126.5M0.10%+403,857+76.8%Added
Morningstar Investment Services LLC900,508$123.1M1.35%−1,011,205−52.9%Reduced
Public Employees Retirement Association of Colorado899,000$122.3M0.53%+37,000+4.3%Added
Kames Capital plc889,902$121.0M1.82%−8,245−0.9%Reduced
Westfield Capital Management Co LP854,438$116.2M0.61%+854,438New
Sequoia China Equity Partners (Hong Kong) Ltd850,000$115.6M21.74%+850,000New
Marsico Capital Management LLC829,987$112.9M3.71%+100,002+13.7%Added
Candriam Luxembourg S.C.A.789,770$107.4M0.69%+207,357+35.6%Added
Kempen Capital Management N.V.784,785$106.8M1.33%+660+0.1%Added
Banque Pictet & Cie SA768,043$104.5M1.10%+118,476+18.2%Added
SRS Investment Management, LLC768,027$104.5M1.44%00.0%Unchanged
HighTower Advisors, LLC753,776$102.6M0.17%+89,520+13.5%Added
Summitry LLC739,576$100.6M5.28%+560.0%Added
C WorldWide Group Holding A/S732,234$99.6M1.14%−7,948−1.1%Reduced
Capital International Inc730,580$99.4M1.34%−199,611−21.5%Reduced
Geode Capital Management, LLC723,704$98.5M0.01%−76,356−9.5%Reduced
WT Asset Management Ltd722,762$98.3M9.90%+94,862+15.1%Added
Handelsbanken Fonder AB719,000$97.8M0.42%+29,550+4.3%Added
Credit Suisse AG714,790$97.2M0.09%−382,520−34.9%Reduced
Waverton Investment Management Ltd713,477$97.1M2.02%+8,833+1.3%Added
Epoch Investment Partners, Inc.709,067$96.5M0.43%−155,121−17.9%Reduced
LPL Financial LLC693,388$94.3M0.05%+82,461+13.5%Added
Grantham, Mayo, Van Otterloo & Co. LLC687,929$93.6M0.34%−365,287−34.7%Reduced
TD Asset Management Inc684,227$93.1M0.09%−45,391−6.2%Reduced
Trivest Advisors Ltd676,000$92.0M3.23%+676,000New
Optiver Holding B.V.668,001$90.9M3.77%+347,756+108.6%Added
La Financiere de L'Echiquier658,004$89.5M3.85%−89,428−12.0%Reduced
Summit Partners Public Asset Management, LLC656,716$89.3M4.27%−23,690−3.5%Reduced
Albar Capital Ltd656,540$89.3M15.18%+600,876+1,079.5%Added
Perpetual Ltd656,304$89.3M0.87%−814,659−55.4%Reduced
Stifel Financial Corp654,753$89.1M0.10%+2,144+0.3%Added
L1 Capital Pty Ltd650,273$88.9M7.38%+650,273New
Sumitomo Mitsui Trust Holdings, Inc.628,488$85.5M0.06%−15,549−2.4%Reduced
Rhumbline Advisers623,015$84.8M0.08%−53,865−8.0%Reduced
FengHe Fund Management Pte. Ltd.616,700$83.9M10.57%+335,600+119.4%Added
Himension Fund609,767$83.0M6.22%+537,847+747.8%Added
Quilter Plc608,121$82.7M1.96%−18,362−2.9%Reduced
Fullerton Fund Management Co Ltd.606,361$82.5M3.91%+606,361New
Public Sector Pension Investment Board604,472$82.2M0.60%−116,300−16.1%Reduced
Nomura Holdings Inc591,393$80.5M0.65%+342,619+137.7%Added
Boston Common Asset Management, LLC589,829$80.2M1.92%+140,339+31.2%Added
Liontrust Investment Partners LLP568,928$77.4M1.08%+66,278+13.2%Added
Clark Capital Management Group, Inc.561,974$76.5M0.57%+18,472+3.4%Added
Hardman Johnston Global Advisors LLC561,780$76.4M2.64%+103,125+22.5%Added
Aviva PLC556,088$75.7M0.25%−144,400−20.6%Reduced
Itau Unibanco Holding S.A.530,798$72.2M3.10%+66,987+14.4%Added
Kensico Capital Management Corp529,800$72.1M2.37%+253,900+92.0%Added
Rathbone Brothers plc522,862$71.1M0.41%+23,968+4.8%Added
Coronation Fund Managers Ltd.508,618$69.2M1.88%−54,232−9.6%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital504,022$68.6M1.33%+8,310+1.7%Added
Appaloosa LPSuperinvestorAppaloosa500,000$68.0M1.02%00.0%Unchanged
Rockefeller Capital Management L.P.499,961$68.0M0.20%+17,962+3.7%Added
E Fund Management Co., Ltd.498,521$67.8M4.20%−58,770−10.5%Reduced
Oribel Capital Management, LP496,400$67.5M7.75%+280,800+130.2%Added
Fort Washington Investment Advisors Inc495,394$67.4M0.43%+470,094+1,858.1%Added
Federated Hermes, Inc.492,821$67.0M0.15%+33,297+7.2%Added
Causeway Capital Management LLC489,167$66.6M1.74%+26,398+5.7%Added
Optimus Prime Fund Management Co., Ltd.485,000$66.0M6.59%−50,000−9.3%Reduced
Clearbridge Investments, LLC483,491$65.8M0.05%+473,664+4,820.0%Added