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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, Q2 2025

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Jun 30, 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
2,645
+237 vs. Q1 2025
Shares held
820.3M
−3.45M (−0.4%) vs. Q1 2025
Total value
$185.8B
+$50.5B (+37.3%) vs. Q1 2025
New holders
368
1,159 more added
Sold out
131
828 more reduced

36 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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 2025: 2,645 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 2025: $185.8B
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, Q2 2025

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q1 2025.

Institutions holding TSM in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC61,400,476$13.9B0.78%+9,416,021+18.1%Added
Sanders Capital, LLC38,279,544$8.67B11.64%−3,244,238−7.8%Reduced
Capital World Investors31,885,134$7.22B1.05%+1,125,191+3.7%Added
JPMorgan Chase & Co28,380,015$6.43B0.44%+839,172+3.0%Added
Capital International Investors25,624,583$5.81B1.00%+1,167,621+4.8%Added
Fisher Asset Management, LLC17,664,956$4.00B1.59%−340,387−1.9%Reduced
Van Eck Associates Corp17,187,616$3.89B4.41%−235,271−1.4%Reduced
Bank of New York Mellon Corp17,008,610$3.85B0.73%−601,142−3.4%Reduced
Massachusetts Financial Services Co15,218,372$3.45B1.09%−586,327−3.7%Reduced
Bank of America Corp14,805,720$3.35B0.27%+115,158+0.8%Added
BlackRock, Inc.14,441,633$3.27B0.06%−117,280−0.8%Reduced
Morgan Stanley13,744,097$3.11B0.20%−5,289,655−27.8%Reduced
Price T Rowe Associates Inc13,269,992$3.01B0.34%+919,753+7.4%Added
Jennison Associates LLC12,046,792$2.73B1.62%+2,537,760+26.7%Added
Goldman Sachs Group Inc10,767,535$2.44B0.39%−2,608,873−19.5%Reduced
Alliancebernstein L.P.10,457,800$2.37B0.77%+1,593,786+18.0%Added
WCM Investment Management, LLC10,058,659$2.30B5.25%+324,615+3.3%Added
Sands Capital Management, LLC8,552,278$1.94B5.56%+524,960+6.5%Added
UBS Group AG8,315,134$1.88B0.39%−1,7190.0%Reduced
Coatue Management LLCSuperinvestorCoatue Management8,068,201$1.83B5.09%+108,164+1.4%Added
Janus Henderson Group PLC7,450,341$1.69B0.83%+378,816+5.4%Added
Fiera Capital Corp7,363,696$1.67B5.65%−390,845−5.0%Reduced
Franklin Resources Inc7,359,821$1.67B0.44%−28,707−0.4%Reduced
Schroder Investment Management Group7,083,174$1.60B1.36%+840,025+13.5%Added
StonePine Asset Management Inc.7,025,731$1.59B10.30%+240,410+3.5%Added
First Eagle Investment Management, LLC6,693,025$1.52B3.03%+1,047,777+18.6%Added
Brown Advisory Inc6,650,983$1.51B1.98%+2,006,745+43.2%Added
William Blair Investment Management, LLC6,622,255$1.50B3.98%−739,428−10.0%Reduced
Wellington Management Group LLP6,396,051$1.45B0.26%+1,656,768+35.0%Added
Northern Trust Corp6,293,564$1.43B0.20%−9,260−0.1%Reduced
American Century Companies Inc5,830,203$1.32B0.72%+1,055,324+22.1%Added
GQG Partners LLC5,666,917$1.28B1.83%−1,261,367−18.2%Reduced
Harding Loevner LP5,614,431$1.27B8.56%−135,531−2.4%Reduced
Alkeon Capital Management LLC5,563,668$1.26B6.12%−587,309−9.5%Reduced
Royal Bank of Canada5,487,453$1.24B0.24%+358,570+7.0%Added
Jane Street Group, LLC5,090,471$1.15B1.86%+227,950+4.7%Added
Eagle Capital Management LLC5,040,443$1.14B3.76%−109,974−2.1%Reduced
Russell Investments Group, Ltd.4,850,155$1.10B1.40%+160,117+3.4%Added
Barclays PLC4,838,967$1.10B0.44%−6590.0%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management4,578,374$1.04B3.04%+336,900+7.9%Added
Lazard Asset Management LLC4,518,466$1.02B1.41%+65,850+1.5%Added
Viking Global Investors LPSuperinvestorViking Global Investors4,329,295$980.5M2.83%−559,952−11.5%Reduced
HSBC Holdings PLC4,173,170$960.1M0.62%+789,139+23.3%Added
Ameriprise Financial Inc4,202,242$952.3M0.23%+245,903+6.2%Added
Wells Fargo & Company3,925,933$889.2M0.20%−1,387,696−26.1%Reduced
Envestnet Asset Management Inc3,860,621$874.4M0.26%+133,305+3.6%Added
Dimensional Fund Advisors LP3,573,069$809.3M0.19%+2,712+0.1%Added
Arrowstreet Capital, Limited Partnership3,526,160$798.6M0.56%+1,842,951+109.5%Added
Lone Pine Capital LLCSuperinvestorLone Pine Capital3,435,920$778.2M5.63%−429,461−11.1%Reduced
Macquarie Group Ltd3,212,445$727.6M0.89%−16,529−0.5%Reduced
Voya Investment Management LLC3,184,459$721.1M0.72%+486,022+18.0%Added
Invesco Ltd.3,160,380$715.8M0.12%−67,873−2.1%Reduced
Citigroup Inc3,011,127$682.0M0.47%−286,093−8.7%Reduced
Windacre Partnership LLC2,941,100$666.1M9.13%+279,900+10.5%Added
Cantillon Capital Management LLC2,838,923$643.0M3.72%−82,413−2.8%Reduced
Nuveen, LLC2,750,832$623.0M0.17%−156,855−5.4%Reduced
Principal Financial Group Inc2,616,219$592.5M0.31%+13,111+0.5%Added
Driehaus Capital Management LLC2,559,401$579.7M4.64%−140,404−5.2%Reduced
Alphinity Investment Management Pty Ltd2,538,343$574.9M4.92%−412,437−14.0%Reduced
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main2,499,677$566.2M0.59%+1,820,852+268.2%Added
1832 Asset Management L.P.2,484,359$562.7M0.98%+1,272,635+105.0%Added
Natixis Advisors, L.P.2,451,387$555.2M0.88%+167,478+7.3%Added
Raymond James Financial Inc2,447,227$554.3M0.19%+218,886+9.8%Added
Artisan Partners Limited Partnership2,422,863$548.8M0.82%−869,603−26.4%Reduced
SEI Investments Co2,364,560$535.5M0.62%−125,849−5.1%Reduced
Clearbridge Investments, LLC2,271,139$514.4M0.42%−1,755,705−43.6%Reduced
Baillie Gifford & Co2,265,239$513.1M0.38%−229,834−9.2%Reduced
Select Equity Group, L.P.2,259,985$511.9M2.18%+406,347+21.9%Added
Comgest Global Investors S.A.S.2,224,852$503.9M8.60%+26,275+1.2%Added
Stockbridge Partners LLC2,218,034$502.4M9.82%+1,276,373+135.5%Added
Royal London Asset Management Ltd2,208,171$500.1M1.14%−341,530−13.4%Reduced
Saturna Capital CORP2,137,279$484.1M6.54%+4,440+0.2%Added
UBS Asset Management Americas Inc2,128,041$482.0M0.10%+206,613+10.8%Added
BlueSpruce Investments, LP2,092,803$474.0M11.03%−304,856−12.7%Reduced
Vontobel Holding Ltd.2,070,519$469.0M1.54%+431,650+26.3%Added
Fayez Sarofim & Co2,000,955$459.4M1.10%−10,787−0.5%Reduced
Ninety One UK Ltd2,005,767$454.3M1.07%+24,746+1.2%Added
Softbank Group Corp1,985,000$449.6M1.80%00.0%Unchanged
Magellan Asset Management Ltd1,925,700$436.2M4.99%+123,293+6.8%Added
Ruane, Cunniff & Goldfarb L.P.1,917,681$434.3M7.45%+51,388+2.8%Added
Amundi1,817,654$424.6M0.15%+130,167+7.7%Added
Capital Research Global Investors1,873,715$424.5M0.08%−102,249−5.2%Reduced
Soroban Capital Partners LP1,844,234$417.7M4.07%+343,978+22.9%Added
AMF Pensionsforsakring AB1,815,014$411.2M2.74%+225,732+14.2%Added
Mirova US LLC1,797,084$407.0M4.21%+29,253+1.7%Added
Allspring Global Investments Holdings, LLC1,806,933$406.0M0.68%−1,338,822−42.6%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital1,760,017$398.6M6.12%+301,881+20.7%Added
Aspex Management (HK) Ltd1,746,681$395.6M8.61%−635,969−26.7%Reduced
LPL Financial LLC1,645,542$372.7M0.12%+179,483+12.2%Added
DnB Asset Management AS1,629,486$369.0M1.53%+743,208+83.9%Added
Swedbank AB1,614,728$365.7M0.41%+1,614,728New
Balyasny Asset Management LLC1,598,601$362.1M0.82%+362,763+29.4%Added
Rafferty Asset Management, LLC1,591,632$360.5M1.19%+346,181+27.8%Added
Neuberger Berman Group LLC1,569,924$356.3M0.27%+341,276+27.8%Added
Legal & General Group Plc1,542,287$349.2M0.09%+87,994+6.1%Added
Canoe Financial LP1,511,573$342.4M4.88%−119,239−7.3%Reduced
Altshuler Shaham Ltd1,493,900$338.4M10.75%+967,988+184.1%Added
Mirae Asset Global Investments Co., Ltd.1,481,644$335.6M1.17%−1,263,013−46.0%Reduced
LGT Group Foundation1,479,988$335.2M4.20%−46,457−3.0%Reduced
Voyager Global Management LP1,450,000$328.4M11.79%−575,000−28.4%Reduced