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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, Q2 2024

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Jun 30, 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
2,106
+217 vs. Q1 2024
Shares held
838.7M
+1.06M (+0.1%) vs. Q1 2024
Total value
$145.1B
+$31.1B (+27.3%) vs. Q1 2024
New holders
304
871 more added
Sold out
87
689 more reduced

25 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 2,106 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 heldQ2 2024: $145.1B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q1 2024.

Institutions holding TSM in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
AMF Pensionsforsakring AB1,463,150$254.3M1.90%+276,588+23.3%Added
Legal & General Group Plc1,430,873$248.7M0.07%−98,791−6.5%Reduced
State Street Corp1,416,100$246.9M0.01%−139,371−9.0%Reduced
Hudson Bay Capital Management LP1,381,567$240.1M1.80%+1,223,073+771.7%Added
DnB Asset Management AS1,379,505$239.8M1.14%−230,907−14.3%Reduced
Nordea Investment Management AB1,332,865$233.6M0.27%−846,945−38.9%Reduced
Canoe Financial LP1,709,737$232.6M4.31%00.0%Unchanged
DekaBank Deutsche Girozentrale1,318,340$230.3M0.41%−21,139−1.6%Reduced
Manning & Napier Advisors LLC1,312,929$228.2M2.58%+1,312,929New
Man Group plc1,281,010$222.7M0.59%−2,264,311−63.9%Reduced
BNP Paribas Arbitrage, SA1,255,564$218.2M0.24%+296,013+30.8%Added
Loomis Sayles & Co L P1,221,007$212.2M0.29%+17,410+1.4%Added
New York State Common Retirement Fund1,212,373$210.7M0.28%−780,308−39.2%Reduced
Keywise Capital Management (HK) Ltd1,208,950$210.1M25.40%−179,950−13.0%Reduced
Consolidated Press International Holdings Ltd1,188,975$206.7M26.05%00.0%Unchanged
Locust Wood Capital Advisers, LLC1,150,235$199.9M7.38%+94,445+8.9%Added
Voyager Global Management LP1,150,000$199.9M8.92%+50,000+4.5%Added
AXA S.A.1,137,519$197.7M0.59%−14,216−1.2%Reduced
The PNC Financial Services Group, Inc.1,124,176$195.4M0.13%+150,608+15.5%Added
Kempen Capital Management N.V.1,111,348$193.2M2.16%+326,563+41.6%Added
Mirae Asset Global Investments Co., Ltd.1,210,492$193.1M0.96%−58,024−4.6%Reduced
LGT Capital Partners Ltd.1,082,370$188.1M6.41%−394,240−26.7%Reduced
Westfield Capital Management Co LP1,060,028$184.2M0.91%+205,590+24.1%Added
Baird Financial Group, Inc.1,010,986$175.7M0.36%−81,544−7.5%Reduced
CIBC World Markets Inc.994,351$172.8M0.43%+50,233+5.3%Added
Munro Partners989,757$172.0M6.37%−50,720−4.9%Reduced
Mondrian Investment Partners LTD1,034,696$171.6M2.64%−751,034−42.1%Reduced
Jericho Capital Asset Management L.P.979,134$170.2M5.12%+979,134New
LPL Financial LLC976,227$169.7M0.08%+282,839+40.8%Added
Credit Agricole S A954,529$165.9M1.02%+912,973+2,197.0%Added
Thornburg Investment Management Inc931,644$162.7M2.29%−86,491−8.5%Reduced
Trinity Street Asset Management LLP908,705$157.9M13.94%−291,398−24.3%Reduced
Public Employees Retirement Association of Colorado899,000$156.3M0.65%00.0%Unchanged
Bamco Inc897,650$156.0M0.45%−168,614−15.8%Reduced
Morningstar Investment Services LLC889,267$152.6M1.66%−11,241−1.2%Reduced
Marsico Capital Management LLC874,307$152.0M4.54%+44,320+5.3%Added
Stifel Financial Corp862,236$149.9M0.17%+207,483+31.7%Added
Capital Group Private Client Services, Inc.857,268$149.0M1.49%−74,458−8.0%Reduced
ARGA Investment Management, LP840,260$146.0M5.13%−701,664−45.5%Reduced
Itau Unibanco Holding S.A.382,036$145.7M6.00%−148,762−28.0%Reduced
HighTower Advisors, LLC832,155$144.6M0.22%+78,379+10.4%Added
Kames Capital plc805,996$139.9M1.97%−83,906−9.4%Reduced
Candriam Luxembourg S.C.A.803,095$139.6M0.85%+13,325+1.7%Added
Himension Fund771,846$134.2M9.50%+162,079+26.6%Added
SRS Investment Management, LLC768,027$133.5M1.82%00.0%Unchanged
Handelsbanken Fonder AB765,000$133.0M0.58%+46,000+6.4%Added
Thrivent Financial for Lutherans752,971$130.9M0.26%+381,766+102.8%Added
C WorldWide Group Holding A/S748,830$130.2M1.41%+16,596+2.3%Added
Waverton Investment Management Ltd741,328$128.9M2.43%+27,851+3.9%Added
Banque Pictet & Cie SA729,105$126.7M1.30%−38,938−5.1%Reduced
TD Asset Management Inc722,608$125.6M0.12%+38,381+5.6%Added
Clal Insurance Enterprises Holdings Ltd721,789$125.5M1.31%−225,211−23.8%Reduced
Summitry LLC707,606$123.0M6.35%−31,970−4.3%Reduced
Epoch Investment Partners, Inc.690,571$120.0M0.55%−18,496−2.6%Reduced
Capital International Inc689,484$119.8M1.59%−41,096−5.6%Reduced
Kensico Capital Management Corp682,500$118.6M3.69%+152,700+28.8%Added
Bank of Montreal668,115$118.1M0.06%−2,575,086−79.4%Reduced
SG Americas Securities, LLC670,722$116.6M0.74%+487,210+265.5%Added
Varma Mutual Pension Insurance Co656,400$114.1M0.92%+390,300+146.7%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main655,217$113.9M0.13%−1,411,756−68.3%Reduced
Allianz Asset Management GmbH654,265$113.7M0.18%+238,197+57.2%Added
Rathbone Brothers plc653,497$113.6M0.62%+130,635+25.0%Added
Geode Capital Management, LLC644,642$112.0M0.01%−79,062−10.9%Reduced
Summit Partners Public Asset Management, LLC635,824$110.5M5.09%−20,892−3.2%Reduced
First Trust Advisors LP627,646$109.1M0.11%−491,174−43.9%Reduced
Aviva PLC619,916$107.7M0.30%+63,828+11.5%Added
Point72 Asset Management, L.P.618,101$107.4M0.35%+618,101New
WT Asset Management Ltd592,077$102.9M10.02%−130,685−18.1%Reduced
PEAK6 Investments LLC591,356$102.8M4.78%+349,641+144.7%Added
Ruffer LLP590,935$102.7M4.41%−481,426−44.9%Reduced
State of New Jersey Common Pension Fund D590,492$102.6M0.45%−832,799−58.5%Reduced
La Financiere de L'Echiquier582,278$101.2M4.41%−75,726−11.5%Reduced
Quilter Plc579,044$100.6M2.26%−29,077−4.8%Reduced
Clark Capital Management Group, Inc.567,348$98.6M0.72%+5,374+1.0%Added
Sumitomo Mitsui Trust Holdings, Inc.565,305$98.3M0.07%−63,183−10.1%Reduced
Boston Common Asset Management, LLC555,847$96.6M2.48%−33,982−5.8%Reduced
Rockefeller Capital Management L.P.553,456$96.2M0.27%+53,495+10.7%Added
Fort Washington Investment Advisors Inc551,999$95.9M0.63%+56,605+11.4%Added
Harvard Management Co Inc550,990$95.8M5.82%+348,643+172.3%Added
Perpetual Ltd535,286$93.0M1.01%−121,018−18.4%Reduced
North of South Capital LLP534,410$92.9M24.05%+534,410New
Causeway Capital Management LLC505,772$87.9M2.40%+16,605+3.4%Added
Albar Capital Ltd504,381$87.7M13.36%−152,159−23.2%Reduced
Sequoia China Equity Partners (Hong Kong) Ltd500,000$86.9M23.31%−350,000−41.2%Reduced
Fullerton Fund Management Co Ltd.491,239$85.4M3.83%−115,122−19.0%Reduced
Truist Financial Corp490,197$85.2M0.13%+29,084+6.3%Added
Maverick Capital LtdSuperinvestorMaverick Capital489,108$85.0M1.61%−14,914−3.0%Reduced
Parnassus Investments481,944$83.8M0.18%+963+0.2%Added
Raymond James Financial Services Advisors, Inc.479,362$83.3M0.12%+80,566+20.2%Added
Oversea-Chinese Banking CORP Ltd469,762$81.6M2.46%−10,085−2.1%Reduced
Pictet & Cie (Europe) SA467,573$81.3M1.99%+45,439+10.8%Added
Nomura Holdings Inc465,219$80.9M0.52%−126,174−21.3%Reduced
Avala Global LP463,700$80.6M5.87%+25,400+5.8%Added
Appaloosa LPSuperinvestorAppaloosa460,000$80.0M1.29%−40,000−8.0%Reduced
Creative Planning458,564$79.7M0.09%+27,025+6.3%Added
Phoenix Holdings Ltd.456,605$79.5M1.21%+140,954+44.7%Added
CIBC Private Wealth Group, LLC423,661$79.1M0.15%+24,446+6.1%Added
Cerity Partners LLC449,173$78.1M0.21%+33,285+8.0%Added
Rhumbline Advisers448,522$78.0M0.07%−174,493−28.0%Reduced
Bain Capital Public Equity Management II, LLC443,140$77.0M3.46%+443,140New