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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 2025

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Mar 31, 2025. 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
2,444
+19 vs. Q4 2024
Shares held
826.0M
−4.05M (−0.5%) vs. Q4 2024
Total value
$135.8B
−$28.2B (−17.2%) vs. Q4 2024
New holders
239
1,096 more added
Sold out
220
837 more reduced

43 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2025: 2,444 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 2025: $135.8B
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 2025

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q4 2024.

Institutions holding TSM in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC51,984,455$8.63B0.55%−6,562,802−11.2%Reduced
Sanders Capital, LLC41,523,782$6.89B10.30%−353,675−0.8%Reduced
Capital World Investors30,759,943$5.11B0.83%−4,842,457−13.6%Reduced
JPMorgan Chase & Co27,540,843$4.57B0.35%−6,313,216−18.6%Reduced
Capital International Investors24,456,962$4.06B0.80%+2,246,740+10.1%Added
Morgan Stanley19,033,752$3.16B0.23%+675,637+3.7%Added
Fisher Asset Management, LLC18,005,343$2.99B1.29%−10,346,607−36.5%Reduced
Bank of New York Mellon Corp17,609,752$2.92B0.58%−1,772,178−9.1%Reduced
Van Eck Associates Corp17,422,887$2.89B3.74%−1,969,272−10.2%Reduced
Massachusetts Financial Services Co15,804,699$2.62B0.87%−1,935,645−10.9%Reduced
Bank of America Corp14,690,562$2.44B0.22%+2,687,400+22.4%Added
BlackRock, Inc.14,558,913$2.42B0.05%−2,563,931−15.0%Reduced
Goldman Sachs Group Inc13,376,408$2.22B0.42%+2,320,345+21.0%Added
Price T Rowe Associates Inc12,350,239$2.05B0.25%+1,984,835+19.1%Added
WCM Investment Management, LLC9,734,044$1.61B4.13%+59,079+0.6%Added
Jennison Associates LLC9,509,032$1.58B1.11%+2,559,512+36.8%Added
Alliancebernstein L.P.8,864,014$1.47B0.53%+2,121,758+31.5%Added
UBS Group AG8,316,853$1.38B0.31%−369,521−4.3%Reduced
Sands Capital Management, LLC8,027,318$1.33B4.53%+3,626,396+82.4%Added
Coatue Management LLCSuperinvestorCoatue Management7,960,037$1.32B5.83%−2,002,065−20.1%Reduced
Fiera Capital Corp7,754,541$1.29B4.65%−2,188,523−22.0%Reduced
Franklin Resources Inc7,388,528$1.23B0.36%−1,109,535−13.1%Reduced
William Blair Investment Management, LLC7,361,683$1.22B3.43%−360,357−4.7%Reduced
Janus Henderson Group PLC7,071,525$1.17B0.64%−309,708−4.2%Reduced
GQG Partners LLC6,928,284$1.15B1.83%−890,985−11.4%Reduced
StonePine Asset Management Inc.6,785,321$1.13B8.50%+2,143,523+46.2%Added
Northern Trust Corp6,302,824$1.05B0.16%+57,859+0.9%Added
Schroder Investment Management Group6,243,149$1.03B1.04%−314,965−4.8%Reduced
Alkeon Capital Management LLC6,150,977$1.02B6.05%−170.0%Reduced
Harding Loevner LP5,749,962$954.6M7.31%−330,999−5.4%Reduced
First Eagle Investment Management, LLC5,645,248$937.1M1.98%+6,096+0.1%Added
Wells Fargo & Company5,313,629$882.1M0.21%+1,581,626+42.4%Added
Eagle Capital Management LLC5,150,417$855.0M3.12%−40,483−0.8%Reduced
Royal Bank of Canada5,128,883$851.4M0.19%−1,900,133−27.0%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors4,889,247$811.6M2.58%+799,628+19.6%Added
Jane Street Group, LLC4,862,521$807.2M1.45%−512,589−9.5%Reduced
Barclays PLC4,839,626$803.4M0.37%−126,955−2.6%Reduced
American Century Companies Inc4,774,879$792.6M0.49%−170,357−3.4%Reduced
Wellington Management Group LLP4,739,283$786.7M0.15%+518,520+12.3%Added
Russell Investments Group, Ltd.4,690,038$778.4M1.07%−75,490−1.6%Reduced
Brown Advisory Inc4,644,238$770.9M1.10%−76,813−1.6%Reduced
Lazard Asset Management LLC4,452,616$739.1M1.13%+188,104+4.4%Added
Tiger Global Management LLCSuperinvestorTiger Global Management4,241,474$704.1M2.65%+606,494+16.7%Added
Clearbridge Investments, LLC4,026,844$668.5M0.58%−111,259−2.7%Reduced
Ameriprise Financial Inc3,956,339$658.3M0.18%−360,928−8.4%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital3,865,381$641.7M5.62%+104,937+2.8%Added
Envestnet Asset Management Inc3,727,316$618.7M0.20%−52,110−1.4%Reduced
Dimensional Fund Advisors LP3,570,357$592.7M0.15%−80,474−2.2%Reduced
HSBC Holdings PLC3,384,031$564.9M0.38%+987,376+41.2%Added
Citigroup Inc3,297,220$547.3M0.42%+1,413,746+75.1%Added
Artisan Partners Limited Partnership3,292,466$546.5M0.89%−2,311,687−41.2%Reduced
Macquarie Group Ltd3,228,974$536.0M0.67%+134,677+4.4%Added
Invesco Ltd.3,228,253$535.9M0.10%−950,128−22.7%Reduced
Allspring Global Investments Holdings, LLC3,145,755$530.5M0.92%−755,483−19.4%Reduced
Susquehanna International Group, LLP3,188,484$529.3M0.87%+3,108,423+3,882.6%Added
D. E. Shaw & Co., Inc.3,027,740$502.6M0.60%+2,388,505+373.7%Added
Alphinity Investment Management Pty Ltd2,950,780$489.8M3.32%+1,182,383+66.9%Added
Cantillon Capital Management LLC2,921,336$484.9M3.14%−90,328−3.0%Reduced
Nuveen, LLC2,907,687$482.7M0.15%+2,907,687New
Driehaus Capital Management LLC2,699,805$448.2M4.32%−408,542−13.1%Reduced
Voya Investment Management LLC2,698,437$447.9M0.50%+355,766+15.2%Added
Windacre Partnership LLC2,661,200$441.8M6.62%+125,000+4.9%Added
Principal Financial Group Inc2,603,108$432.1M0.24%+1,106,695+74.0%Added
Royal London Asset Management Ltd2,549,701$423.3M1.00%+15,344+0.6%Added
Baillie Gifford & Co2,495,073$414.2M0.36%+549,641+28.3%Added
SEI Investments Co2,490,409$413.4M0.53%−439,947−15.0%Reduced
BlueSpruce Investments, LP2,397,659$398.0M9.29%+100,187+4.4%Added
Aspex Management (HK) Ltd2,382,650$395.5M10.22%+1,851,302+348.4%Added
Natixis Advisors, L.P.2,283,909$379.1M0.70%−187,777−7.6%Reduced
Raymond James Financial Inc2,228,341$369.9M0.14%−88,066−3.8%Reduced
Comgest Global Investors S.A.S.2,198,577$365.0M6.51%+26,755+1.2%Added
National Bank of Canada2,158,518$358.3M0.42%+1,000,679+86.4%Added
Saturna Capital CORP2,132,839$354.1M5.30%−400.0%Reduced
Fayez Sarofim & Co2,011,742$339.3M0.84%+69,922+3.6%Added
Consolidated Press International Holdings Ltd2,026,277$336.4M61.39%00.0%Unchanged
Voyager Global Management LP2,025,000$336.1M14.98%+650,000+47.3%Added
Softbank Group Corp1,985,000$329.5M1.12%+1,985,000New
Ninety One UK Ltd1,981,021$328.8M0.91%−698,404−26.1%Reduced
Capital Research Global Investors1,975,964$328.0M0.07%+240,532+13.9%Added
UBS Asset Management Americas Inc1,921,428$319.0M0.08%+331,541+20.9%Added
Point72 Asset Management, L.P.1,881,880$312.4M0.88%−613,050−24.6%Reduced
Ruane, Cunniff & Goldfarb L.P.1,866,293$309.8M5.63%−67,588−3.5%Reduced
Select Equity Group, L.P.1,853,638$307.7M1.37%+645,627+53.4%Added
Magellan Asset Management Ltd1,802,407$299.2M3.64%+250,014+16.1%Added
Third Point LLCSuperinvestorThird Point1,780,000$295.5M4.64%00.0%Unchanged
Mirova US LLC1,767,831$293.5M3.49%+67,986+4.0%Added
Arrowstreet Capital, Limited Partnership1,683,209$279.4M0.23%−3,060,843−64.5%Reduced
Mirae Asset Global Investments Co., Ltd.2,744,657$274.6M1.12%+1,394,081+103.2%Added
Vontobel Holding Ltd.1,638,869$272.1M0.99%−522,325−24.2%Reduced
Canoe Financial LP1,630,812$270.7M4.34%+51,738+3.3%Added
PEAK6 LLC1,623,722$269.5M10.55%+894,412+122.6%Added
BNP Paribas Arbitrage, SA1,607,141$266.8M0.20%+7,161+0.4%Added
Amundi1,687,487$265.6M0.10%+73,398+4.5%Added
Lord, Abbett & Co. LLC1,592,083$264.3M0.94%−246,204−13.4%Reduced
AMF Pensionsforsakring AB1,589,282$263.9M1.95%+328,314+26.0%Added
Manufacturers Life Insurance Company, The1,584,531$263.0M0.25%+11,956+0.8%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management1,574,557$261.4M8.10%+329,607+26.5%Added
LGT Group Foundation1,526,445$253.4M3.49%+629,524+70.2%Added
Soroban Capital Partners LP1,500,256$249.0M3.51%+538,300+56.0%Added
Sarasin & Partners LLP1,469,127$243.9M2.64%+1,469,127New