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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 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
Causeway Capital Management LLC519,645$86.3M1.80%−9,419−1.8%Reduced
Cetera Investment Advisers516,186$85.7M0.17%+21,458+4.3%Added
TD Asset Management Inc515,129$85.5M0.08%−63,838−11.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.506,870$84.1M0.06%−16,229−3.1%Reduced
Capital International Inc506,178$84.0M1.02%−23,342−4.4%Reduced
Two Sigma Investments, LP503,155$83.5M0.18%+197,863+64.8%Added
Jarislowsky, Fraser Ltd502,410$83.4M0.52%+258,452+105.9%Added
Tredje AP-fonden498,730$82.8M0.77%−400,476−44.5%Reduced
Creative Planning498,284$82.7M0.08%+28,340+6.0%Added
Lansdowne Partners (UK) LLP498,017$82.7M11.71%−1,164,060−70.0%Reduced
Parnassus Investments487,374$80.9M0.19%+1,183+0.2%Added
Cookson Peirce & Co Inc484,184$80.4M4.04%−2,265−0.5%Reduced
Bank Julius Baer & Co. Ltd, Zurich483,191$80.1M0.26%−58,550−10.8%Reduced
Simplex Trading, LLC480,522$79.8M2.83%+451,305+1,544.7%Added
SG Americas Securities, LLC473,625$78.6M0.27%+16,051+3.5%Added
Blue Whale Capital LLP469,033$77.9M6.30%−171,928−26.8%Reduced
Pictet & Cie (Europe) SA456,647$75.8M1.81%+8,846+2.0%Added
CIBC Private Wealth Group, LLC535,471$75.7M0.16%+83,573+18.5%Added
Mitsubishi UFJ Trust & Banking Corp450,390$74.8M0.19%+130,551+40.8%Added
Phoenix Holdings Ltd.446,078$74.3M1.14%−13,428−2.9%Reduced
Spear Holdings RSC Ltd446,376$74.1M5.70%+446,376New
Oversea-Chinese Banking CORP Ltd442,571$73.4M2.15%+29,662+7.2%Added
North of South Capital LLP440,807$73.2M8.17%−75,597−14.6%Reduced
Handelsbanken Fonder AB435,280$72.3M0.30%−307,720−41.4%Reduced
Walleye Trading LLC428,664$71.2M2.02%+252,997+144.0%Added
Maplelane Capital, LLC427,000$70.9M6.61%+281,476+193.4%Added
MML Investors Services, LLC423,822$70.4M0.23%+24,463+6.1%Added
Harel Insurance Investments & Financial Services Ltd.421,680$70.2M0.92%+421,680New
Evelyn Partners Investment Management LLP418,713$69.5M2.31%+24,123+6.1%Added
Clal Insurance Enterprises Holdings Ltd418,000$69.4M0.72%−200,000−32.4%Reduced
Assetmark, Inc414,011$68.7M0.19%+28,577+7.4%Added
Truist Financial Corp413,274$68.6M0.11%−8,189−1.9%Reduced
DJE Kapital AG418,718$67.9M2.01%−24,216−5.5%Reduced
Boston Common Asset Management, LLC402,528$66.8M2.03%−36,928−8.4%Reduced
Commonwealth Equity Services, LLC400,207$66.4M0.09%+40,917+11.4%Added
Mairs & Power Inc397,657$66.0M0.69%+397,657New
Guinness Asset Management LTD394,273$65.4M1.24%+12,034+3.1%Added
Chicago Capital, LLC391,584$65.0M1.84%+8,211+2.1%Added
B. Metzler seel. Sohn & Co. AG387,392$64.3M0.66%+91,848+31.1%Added
Standard Life Aberdeen plc382,478$63.5M0.12%+28,668+8.1%Added
Kinetic Partners Management, LP381,954$63.4M4.55%+89,100+30.4%Added
Johnson Investment Counsel Inc381,322$63.3M0.61%+13,447+3.7%Added
Hardman Johnston Global Advisors LLC380,255$63.1M3.02%−1,177−0.3%Reduced
Public Sector Pension Investment Board379,952$63.1M0.27%−114,810−23.2%Reduced
Mariner, LLC373,193$61.9M0.10%+150,245+67.4%Added
Varma Mutual Pension Insurance Co372,400$61.8M0.53%00.0%Unchanged
US Bancorp371,942$61.7M0.08%−36,348−8.9%Reduced
Rhumbline Advisers363,328$60.3M0.06%−47,486−11.6%Reduced
Strategy Capital LLC362,230$60.1M5.64%−17,277−4.6%Reduced
Janney Montgomery Scott LLC359,643$59.7M0.17%+27,445+8.3%Added
CI Private Wealth, LLC358,734$59.6M0.10%−19,779−5.2%Reduced
IMC-Chicago, LLC352,536$58.5M2.27%+352,536New
Suvretta Capital Management, LLC350,514$58.2M2.35%+4,602+1.3%Added
Walleye Capital LLC343,812$57.1M0.63%+119,636+53.4%Added
Squarepoint Ops LLC342,286$56.8M0.14%+50,512+17.3%Added
Groupe la Francaise334,259$56.5M1.20%+22,758+7.3%Added
O'Shaughnessy Asset Management, LLC339,819$56.4M0.45%−9,972−2.9%Reduced
Mondrian Investment Partners LTD335,675$55.7M0.95%−4,124−1.2%Reduced
Northwestern Mutual Wealth Management Co332,954$55.3M0.05%−10,933−3.2%Reduced
HughesLittle Investment Management Ltd.331,045$55.0M11.46%+18,610+6.0%Added
BlueCrest Capital Management Ltd330,093$54.8M8.74%+330,093New
Ninety One North America, Inc.329,961$54.8M3.69%−89,124−21.3%Reduced
Scotia Capital Inc.323,728$53.7M0.29%−21,590−6.3%Reduced
Itau Unibanco Holding S.A.319,795$53.1M2.05%+72,117+29.1%Added
Light Street Capital Management, LLC319,745$53.1M17.19%−21,409−6.3%Reduced
Generate Investment Management Ltd316,025$52.5M3.68%+122,349+63.2%Added
Diamond Hill Capital Management Inc314,164$52.2M0.24%+67,894+27.6%Added
Vident Advisory, LLC313,708$52.1M0.76%+30,094+10.6%Added
Crossmark Global Holdings, Inc.312,559$51.9M0.92%+2,659+0.9%Added
Corvex Management LP310,354$51.5M2.00%+109,500+54.5%Added
Schwartz Investment Counsel Inc309,250$51.3M1.76%+33,000+11.9%Added
M&G Plc306,408$50.9M0.24%+61,460+25.1%Added
Advisor Group Holdings, Inc.299,726$49.8M0.11%+37,261+14.2%Added
Nomura Asset Management Co Ltd298,602$49.6M0.15%+9,408+3.3%Added
Alberta Investment Management Corp293,607$48.7M0.33%+154,022+110.3%Added
Tairen Capital Ltd290,650$48.2M3.19%+290,650New
McDaniel Terry & Co289,288$48.0M4.20%−3,383−1.2%Reduced
Dundas Partners LLP289,171$48.0M3.53%00.0%Unchanged
Steadfast Capital Management LP283,600$47.1M1.34%−311,500−52.3%Reduced
Flossbach Von Storch AG280,996$46.6M0.20%+51,673+22.5%Added
Generation Investment Management LLP280,895$46.6M0.28%−68,865−19.7%Reduced
Wedgewood Partners Inc236,813$46.1M9.29%−150.0%Reduced
Perpetual Ltd275,409$45.7M0.55%−79,075−22.3%Reduced
Alpine Investment Management Ltd275,000$45.6M42.42%+125,000+83.3%Added
Sirios Capital Management L P274,334$45.5M8.13%+53,148+24.0%Added
Ruffer LLP272,911$45.3M1.74%−57,060−17.3%Reduced
H&H International Investment, LLCSuperinvestorH&H International Investment271,792$45.1M0.38%+271,792New
NorthCrest Asset Manangement, LLC271,114$45.0M1.36%+2,883+1.1%Added
Modera Wealth Management, LLC270,712$44.9M0.61%−2,061−0.8%Reduced
Appaloosa LPSuperinvestorAppaloosa270,000$44.8M0.81%+20,000+8.0%Added
Obermeyer Wood Investment Counsel, LLLP268,976$44.7M2.38%−12,646−4.5%Reduced
FIFTHDELTA Ltd264,000$43.8M10.97%+229,300+660.8%Added
Earnest Partners LLC263,951$43.8M0.21%+11,972+4.8%Added
BLI - Banque de Luxembourg Investments263,600$43.5M1.32%+7,500+2.9%Added
J. Safra Sarasin Holding AG258,291$42.9M0.78%−21,959−7.8%Reduced
M&T Bank Corp253,257$42.0M0.15%+7,558+3.1%Added
National Philanthropic Trust252,653$41.9M0.68%−538,948−68.1%Reduced
Fernbridge Capital Management LP252,242$41.9M2.32%+125,031+98.3%Added
Benchstone Capital Management LP251,174$41.7M4.43%+113,137+82.0%Added
Hosking Partners LLP250,911$41.7M1.76%−2,138−0.8%Reduced