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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 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: 2,800 institutionsQ4 2025: 3,127 institutionsQ1 2026: 3,285 institutionsQ2 2026: 3,585 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 20263,585$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 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
Todd Asset Management LLC195,225$32.4M0.76%−4,302−2.2%Reduced
Jupiter Asset Management Ltd195,425$32.4M0.31%−22,410−10.3%Reduced
Trybe Capital Management LP195,459$32.4M10.99%+195,459New
Schonfeld Strategic Advisors LLC195,574$32.5M0.22%−221,768−53.1%Reduced
Ovata Capital Management Ltd199,479$32.6M12.36%+199,479New
New Age Alpha Advisors, LLC196,200$32.6M1.46%+5,000+2.6%Added
Nikko Asset Management Americas, Inc.199,500$33.1M0.43%−12,251−5.8%Reduced
Aquatic Capital Management LLC200,454$33.3M0.85%+200,454New
Liontrust Investment Partners LLP202,481$33.6M0.52%−56,985−22.0%Reduced
Wealth Enhancement Advisory Services, LLC205,145$34.1M0.07%−35,041−14.6%Reduced
Senator Investment Group LP209,038$34.7M1.84%+200,000+2,212.9%Added
Thomasville National Bank210,676$35.0M2.56%+21,296+11.2%Added
Newbrook Capital Advisors LP214,332$35.6M5.62%+30,601+16.7%Added
HGK Asset Management Inc214,855$35.7M7.25%−2,800−1.3%Reduced
Insight Holdings Group, LLC216,330$35.9M2.78%+12,500+6.1%Added
Cambridge Investment Research Advisors, Inc.217,021$36.0M0.12%+8,083+3.9%Added
GF Fund Management Co. Ltd.217,204$36.1M0.85%−15,854−6.8%Reduced
Ami Asset Management Corp217,885$36.2M2.12%−20,838−8.7%Reduced
Headwater Capital Co Ltd220,000$36.5M16.60%−30,000−12.0%Reduced
Brandes Investment Partners, LP220,685$36.6M0.37%−1,923−0.9%Reduced
Cat Rock Capital Management LP222,783$37.0M4.91%+16,583+8.0%Added
Fulton Breakefield Broenniman LLC223,051$37.0M2.67%−564−0.3%Reduced
DRW Securities, LLC223,982$37.2M3.15%+220,637+6,596.0%Added
Junto Capital Management LP225,322$37.4M0.86%+21,507+10.6%Added
ARK Investment Management LLCSuperinvestorARK Invest226,048$37.5M0.38%+8,715+4.0%Added
Carmignac Gestion228,873$38.0M0.62%+185,615+429.1%Added
Jump Financial, LLC229,108$38.0M0.57%+106,415+86.7%Added
Tudor Investment Corp Et Al231,007$38.3M0.34%+124,653+117.2%Added
Mirabella Financial Services LLP232,750$38.8M1.58%+175,694+307.9%Added
Lido Advisors, LLC234,376$39.1M0.23%+24,727+11.8%Added
MAI Capital Management236,231$39.2M0.30%+16,066+7.3%Added
Advisors Capital Management, LLC236,373$39.2M0.61%−1,130−0.5%Reduced
E Fund Management Co., Ltd.239,277$39.7M1.90%−49,751−17.2%Reduced
Optimus Prime Fund Management Co., Ltd.240,000$39.8M4.55%00.0%Unchanged
Man Group plc241,017$40.0M0.12%−861,544−78.1%Reduced
New Vernon Capital Holdings II LLC6,707,064$40.4M0.95%+6,666,660+16,500.0%Added
Trajan Wealth LLC243,655$40.4M2.21%+8,910+3.8%Added
Trillium Asset Management, LLC246,599$40.9M1.18%+32,364+15.1%Added
AQR Capital Management LLC253,787$41.0M0.04%+125,277+97.5%Added
Marcho Partners LLP246,992$41.0M16.34%+23,661+10.6%Added
Federation des caisses Desjardins du Quebec248,807$41.3M0.20%+24,860+11.1%Added
Triodos Investment Management BV250,953$41.5M3.41%+17,000+7.3%Added
Hosking Partners LLP250,911$41.7M1.76%−2,138−0.8%Reduced
Benchstone Capital Management LP251,174$41.7M4.43%+113,137+82.0%Added
Fernbridge Capital Management LP252,242$41.9M2.32%+125,031+98.3%Added
National Philanthropic Trust252,653$41.9M0.68%−538,948−68.1%Reduced
M&T Bank Corp253,257$42.0M0.15%+7,558+3.1%Added
J. Safra Sarasin Holding AG258,291$42.9M0.78%−21,959−7.8%Reduced
BLI - Banque de Luxembourg Investments263,600$43.5M1.32%+7,500+2.9%Added
Earnest Partners LLC263,951$43.8M0.21%+11,972+4.8%Added
FIFTHDELTA Ltd264,000$43.8M10.97%+229,300+660.8%Added
Obermeyer Wood Investment Counsel, LLLP268,976$44.7M2.38%−12,646−4.5%Reduced
Appaloosa LPSuperinvestorAppaloosa270,000$44.8M0.81%+20,000+8.0%Added
Modera Wealth Management, LLC270,712$44.9M0.61%−2,061−0.8%Reduced
NorthCrest Asset Manangement, LLC271,114$45.0M1.36%+2,883+1.1%Added
H&H International Investment, LLCSuperinvestorH&H International Investment271,792$45.1M0.38%+271,792New
Ruffer LLP272,911$45.3M1.74%−57,060−17.3%Reduced
Sirios Capital Management L P274,334$45.5M8.13%+53,148+24.0%Added
Alpine Investment Management Ltd275,000$45.6M42.42%+125,000+83.3%Added
Perpetual Ltd275,409$45.7M0.55%−79,075−22.3%Reduced
Wedgewood Partners Inc236,813$46.1M9.29%−150.0%Reduced
Generation Investment Management LLP280,895$46.6M0.28%−68,865−19.7%Reduced
Flossbach Von Storch AG280,996$46.6M0.20%+51,673+22.5%Added
Steadfast Capital Management LP283,600$47.1M1.34%−311,500−52.3%Reduced
Dundas Partners LLP289,171$48.0M3.53%00.0%Unchanged
McDaniel Terry & Co289,288$48.0M4.20%−3,383−1.2%Reduced
Tairen Capital Ltd290,650$48.2M3.19%+290,650New
Alberta Investment Management Corp293,607$48.7M0.33%+154,022+110.3%Added
Nomura Asset Management Co Ltd298,602$49.6M0.15%+9,408+3.3%Added
Advisor Group Holdings, Inc.299,726$49.8M0.11%+37,261+14.2%Added
M&G Plc306,408$50.9M0.24%+61,460+25.1%Added
Schwartz Investment Counsel Inc309,250$51.3M1.76%+33,000+11.9%Added
Corvex Management LP310,354$51.5M2.00%+109,500+54.5%Added
Crossmark Global Holdings, Inc.312,559$51.9M0.92%+2,659+0.9%Added
Vident Advisory, LLC313,708$52.1M0.76%+30,094+10.6%Added
Diamond Hill Capital Management Inc314,164$52.2M0.24%+67,894+27.6%Added
Generate Investment Management Ltd316,025$52.5M3.68%+122,349+63.2%Added
Light Street Capital Management, LLC319,745$53.1M17.19%−21,409−6.3%Reduced
Itau Unibanco Holding S.A.319,795$53.1M2.05%+72,117+29.1%Added
Scotia Capital Inc.323,728$53.7M0.29%−21,590−6.3%Reduced
Ninety One North America, Inc.329,961$54.8M3.69%−89,124−21.3%Reduced
BlueCrest Capital Management Ltd330,093$54.8M8.74%+330,093New
HughesLittle Investment Management Ltd.331,045$55.0M11.46%+18,610+6.0%Added
Northwestern Mutual Wealth Management Co332,954$55.3M0.05%−10,933−3.2%Reduced
Mondrian Investment Partners LTD335,675$55.7M0.95%−4,124−1.2%Reduced
O'Shaughnessy Asset Management, LLC339,819$56.4M0.45%−9,972−2.9%Reduced
Groupe la Francaise334,259$56.5M1.20%+22,758+7.3%Added
Squarepoint Ops LLC342,286$56.8M0.14%+50,512+17.3%Added
Walleye Capital LLC343,812$57.1M0.63%+119,636+53.4%Added
Suvretta Capital Management, LLC350,514$58.2M2.35%+4,602+1.3%Added
IMC-Chicago, LLC352,536$58.5M2.27%+352,536New
CI Private Wealth, LLC358,734$59.6M0.10%−19,779−5.2%Reduced
Janney Montgomery Scott LLC359,643$59.7M0.17%+27,445+8.3%Added
Strategy Capital LLC362,230$60.1M5.64%−17,277−4.6%Reduced
Rhumbline Advisers363,328$60.3M0.06%−47,486−11.6%Reduced
US Bancorp371,942$61.7M0.08%−36,348−8.9%Reduced
Varma Mutual Pension Insurance Co372,400$61.8M0.53%00.0%Unchanged
Mariner, LLC373,193$61.9M0.10%+150,245+67.4%Added
Public Sector Pension Investment Board379,952$63.1M0.27%−114,810−23.2%Reduced
Hardman Johnston Global Advisors LLC380,255$63.1M3.02%−1,177−0.3%Reduced