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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
CTC LLC210,652$36.6M2.74%+93,281+79.5%Added
Todd Asset Management LLC210,559$36.6M0.76%−29,060−12.1%Reduced
Sirios Capital Management L P207,829$36.1M6.29%+37,384+21.9%Added
Ninety One North America, Inc.207,097$36.0M1.82%+39,959+23.9%Added
National Philanthropic Trust206,670$35.9M0.69%+137,371+198.2%Added
BNP Paribas203,795$35.4M1.78%+2,000+1.0%Added
Adage Capital Partners GP, L.L.C.203,450$35.4M0.07%+53,450+35.6%Added
Insight Holdings Group, LLC203,300$35.3M1.22%+9,500+4.9%Added
BIT Capital GmbH202,816$35.3M3.20%+177,242+693.1%Added
Mariner, LLC202,406$35.2M0.07%+5,155+2.6%Added
Night Owl Capital Management, LLC199,049$34.6M5.18%+51,407+34.8%Added
Janney Capital Management LLC198,989$34.6M2.44%−7,998−3.9%Reduced
HGK Asset Management Inc198,955$34.6M6.68%−62,000−23.8%Reduced
Point72 Italy, S.r.l.198,309$34.5M14.92%+144,063+265.6%Added
Moran Wealth Management, LLC198,284$34.5M1.13%−3,854−1.9%Reduced
Jupiter Asset Management Ltd197,996$34.4M0.33%−9,707−4.7%Reduced
Junto Capital Management LP191,745$33.3M0.73%−164,502−46.2%Reduced
Gemsstock Limited191,700$33.3M10.62%+27,400+16.7%Added
Thomasville National Bank189,231$32.9M2.63%−377−0.2%Reduced
State of Michigan Retirement System188,900$32.8M0.17%−53,700−22.1%Reduced
CCLA Investment Management Ltd186,854$32.4M0.50%−39,383−17.4%Reduced
Formuepleje A/S185,575$32.3M1.78%−83,858−31.1%Reduced
Optimus Prime Fund Management Co., Ltd.185,000$32.2M3.79%−300,000−61.9%Reduced
Exor Capital LLP185,000$32.2M1.08%+50,000+37.0%Added
Twin Tree Management, LP184,146$32.0M0.94%−147,476−44.5%Reduced
Grimes & Company, Inc.183,176$31.8M0.95%−66,804−26.7%Reduced
Bank Julius Baer & Co. Ltd, Zurich185,287$31.3M0.12%−1,761−0.9%Reduced
Two Sigma Securities, LLC179,741$31.2M1.49%−65,705−26.8%Reduced
TCW Group Inc175,180$30.4M0.27%−14,916−7.8%Reduced
Lido Advisors, LLC171,697$29.9M0.25%+8,919+5.5%Added
Brinker Capital Investments, LLC171,700$29.8M0.32%+9,105+5.6%Added
Orion Portfolio Solutions, LLC171,700$29.8M0.32%+9,105+5.6%Added
J. L. Bainbridge & Co., Inc.169,605$29.5M2.95%−940−0.6%Reduced
Matthews International Capital Management LLC169,557$29.5M6.41%+4,118+2.5%Added
Snowden Capital Advisors LLC166,797$29.1M0.86%+17,789+11.9%Added
Main Street Research LLC165,995$28.9M1.91%+165,995New
London & Capital Asset Management Ltd164,116$28.5M2.41%−10,818−6.2%Reduced
Pathstone Holdings, LLC162,176$28.2M0.13%+25,744+18.9%Added
Dnca Finance161,000$28.0M2.40%+161,000New
Squarepoint Ops LLC157,743$27.4M0.10%+59,750+61.0%Added
Kornitzer Capital Management Inc157,667$27.4M0.52%+434+0.3%Added
M&G Plc153,747$26.8M0.16%+14,572+10.5%Added
Alta Park Capital, LP153,129$26.6M3.49%+12,937+9.2%Added
Asset Management One Co.,Ltd.152,992$26.6M0.10%−7,434−4.6%Reduced
Yong Rong (HK) Asset Management Ltd151,250$26.3M9.08%+151,250New
Ariel Investments, LLC150,961$26.2M0.28%−9,093−5.7%Reduced
ABN AMRO Bank N.V.149,303$26.2M0.40%−4,298−2.8%Reduced
Honeycomb Asset Management LP150,600$26.2M7.16%+150,600New
Financiere des Professionnels - Fonds d,investissement inc.148,746$26.1M2.05%−23,367−13.6%Reduced
Y.D. More Investments Ltd150,287$26.1M2.66%−13,666−8.3%Reduced
Ardmore Road Asset Management LP150,000$26.1M4.02%+50,000+50.0%Added
Fundsmith Investment Services Ltd.149,989$26.1M0.34%00.0%Unchanged
John G Ullman & Associates Inc148,717$25.8M3.94%−3,625−2.4%Reduced
Harber Asset Management LLC148,247$25.8M6.88%−28,641−16.2%Reduced
Generation Investment Management LLP147,503$25.6M0.12%+147,503New
Soros Fund Management LLCSuperinvestorSoros Fund Management146,850$25.5M0.57%+112,803+331.3%Added
CloudAlpha Capital Management Limited/Hong Kong144,010$25.0M3.56%+144,010New
Tredje AP-fonden143,643$25.0M0.24%+18,000+14.3%Added
Davy Global Fund Management Ltd142,988$24.9M2.84%−7,946−5.3%Reduced
Toroso Investments, LLC142,925$24.8M0.34%+3,074+2.2%Added
Monolith Management Ltd142,770$24.8M11.44%−39,230−21.6%Reduced
Oppenheimer Asset Management Inc.142,656$24.8M0.32%+23,425+19.6%Added
Ramirez Asset Management, Inc.141,801$24.6M5.02%−21,208−13.0%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial141,700$24.6M2.08%+48,000+51.2%Added
Bailard, Inc.140,828$24.5M0.67%+226+0.2%Added
Moore Capital Management, LP140,055$24.3M0.53%−46,546−24.9%Reduced
SPX Equities Gestao de Recursos Ltda139,645$24.3M3.68%+44,863+47.3%Added
BWCP, LP139,501$24.2M6.10%+45,241+48.0%Added
Atria Investments LLC138,927$24.1M0.31%+23,752+20.6%Added
Soros Capital Management LLC136,473$23.7M12.98%−15,652−10.3%Reduced
TT International Asset Management LTD133,855$23.3M2.98%−160,253−54.5%Reduced
Avantax Advisory Services, Inc.133,380$23.2M0.17%+64,395+93.3%Added
United Capital Financial Advisers, LLC132,610$23.0M0.20%−13,341−9.1%Reduced
Factory Mutual Insurance Co132,018$22.9M0.26%+25,000+23.4%Added
Raub Brock Capital Management LP131,326$22.8M4.99%−5,110−3.7%Reduced
Oppenheimer & Co Inc130,039$22.6M0.36%+1,872+1.5%Added
Compagnie Lombard Odier SCmA126,201$21.9M0.37%+10,830+9.4%Added
DuPont Capital Management Corp125,759$21.9M1.90%−45,296−26.5%Reduced
Cabot Wealth Management Inc125,389$21.8M2.86%−3,025−2.4%Reduced
Zweig-DiMenna Associates LLC125,277$21.8M2.47%−59,900−32.3%Reduced
Nicola Wealth Management Ltd.91,000$21.6M1.93%−7,000−7.1%Reduced
Wolverine Trading, LLC124,376$21.6M0.35%−210,418−62.8%Reduced
Sanctuary Advisors, LLC155,113$21.5M0.16%+155,113New
Augustine Asset Management Inc123,389$21.4M8.28%+270.0%Added
Aquatic Capital Management LLC123,100$21.4M0.79%+123,100New
Buckingham Capital Management, Inc.121,997$21.2M2.54%−13,960−10.3%Reduced
Central Asset Investments & Management Holdings (HK) Ltd120,768$21.0M13.91%+91,918+318.6%Added
Orbis Allan Gray Ltd120,402$20.9M0.13%−164,717−57.8%Reduced
GMT Capital Corp120,300$20.9M0.77%−47,100−28.1%Reduced
Wetherby Asset Management Inc119,821$20.8M0.98%−1,557−1.3%Reduced
Crestline Management, LP119,251$20.7M1.63%−27,000−18.5%Reduced
Teachers Retirement System of the State of Kentucky118,790$20.6M0.19%−19,000−13.8%Reduced
CapWealth Advisors, LLC118,074$20.5M2.59%−1,867−1.6%Reduced
Generate Investment Management Ltd116,145$20.2M1.47%−38,898−25.1%Reduced
Banco BTG Pactual S.A.122,736$20.2M5.16%+37,060+43.3%Added
Verition Fund Management LLC114,901$20.0M0.15%+69,722+154.3%Added
Greenleaf Trust114,228$19.9M0.19%+759+0.7%Added
GTS Securities LLC113,760$19.8M0.41%+28,519+33.5%Added
Mercer Global Advisors Inc113,657$19.8M0.05%+2,578+2.3%Added
Evergreen Capital Management LLC113,139$19.7M0.71%−8,576−7.0%Reduced