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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, 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: 2,800 institutionsQ4 2025: 3,127 institutionsQ1 2026: 3,285 institutionsQ2 2026: 3,585 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 20263,585$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, 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
AQR Capital Management LLC109,180$24.6M0.02%−144,607−57.0%Reduced
Polar Asset Management Partners Inc.109,215$24.7M0.62%+67,922+164.5%Added
7G Capital Management, LLC110,000$24.9M19.39%+30,000+37.5%Added
Untitled Investments LP110,261$25.0M6.82%+22,071+25.0%Added
Cabot Wealth Management Inc111,138$25.2M2.99%−1,049−0.9%Reduced
CapWealth Advisors, LLC111,785$25.3M2.50%−558−0.5%Reduced
Bellecapital International Ltd.112,081$25.4M4.51%+99,740+808.2%Added
Kornitzer Capital Management Inc112,664$25.5M0.51%−19,963−15.1%Reduced
KBC Group NV112,831$25.6M0.07%+19,026+20.3%Added
Leonteq Securities AG113,421$25.7M1.51%−59,122−34.3%Reduced
Y.D. More Investments Ltd113,458$25.7M1.77%+13,634+13.7%Added
Kestra Advisory Services, LLC113,616$25.7M0.13%−1,833−1.6%Reduced
QRG Capital Management, Inc.113,957$25.8M0.23%+2,042+1.8%Added
LTS One Management LP115,000$26.0M6.29%−14,000−10.9%Reduced
Noesis Capital Mangement Corp115,212$26.1M4.53%−1,406−1.2%Reduced
Northwest & Ethical Investments L.P.117,325$26.6M0.66%+60,815+107.6%Added
Oppenheimer Asset Management Inc.117,456$26.6M0.31%−6,602−5.3%Reduced
Nissay Asset Management Corp118,225$26.8M0.16%−2,760−2.3%Reduced
Storebrand Asset Management AS118,321$26.8M0.08%−11,400−8.8%Reduced
First Long Island Investors, LLC118,323$26.8M2.10%−2,487−2.1%Reduced
Choate Investment Advisors118,386$26.8M0.58%+5,101+4.5%Added
Calamos Advisors LLC118,755$26.9M0.12%−60,301−33.7%Reduced
Vanguard Group Inc119,041$27.0M0.00%+14,219+13.6%Added
Franchise Capital Ltd119,580$27.1M14.12%+25,230+26.7%Added
Glynn Capital Management LLC119,699$27.1M6.10%+8,956+8.1%Added
Private Advisor Group, LLC119,723$27.1M0.15%+35,870+42.8%Added
Teachers Retirement System of the State of Kentucky119,780$27.1M0.22%00.0%Unchanged
Telemark Asset Management, LLC120,000$27.2M2.88%00.0%Unchanged
Jordan Park Group LLC120,569$27.3M1.77%+31,032+34.7%Added
L1 Capital International Pty Ltd53,371$27.4M6.73%+7,719+16.9%Added
Scopia Capital Management LP121,535$27.5M3.36%+121,535New
Point72 Europe (London) LLP122,350$27.7M1.43%−2,200−1.8%Reduced
Westwood Holdings Group Inc.123,190$27.9M0.20%−6,626−5.1%Reduced
Makena Capital Management LLC123,589$28.0M2.80%+123,589New
Greenleaf Trust124,432$28.2M0.25%+22,774+22.4%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management125,478$28.4M0.49%+125,478New
Boothbay Fund Management, LLC126,366$28.6M0.90%+120,237+1,961.8%Added
Oppenheimer & Co Inc126,635$28.7M0.38%+5,404+4.5%Added
Quantinno Capital Management LP127,554$28.9M0.13%+34,507+37.1%Added
Baskin Financial Services Inc.127,662$28.9M2.19%+127,662New
Warther Private Wealth, LLC128,416$29.1M7.62%−1,591−1.2%Reduced
Ruffer LLP130,711$29.6M1.31%−142,200−52.1%Reduced
ABN AMRO Bank N.V.130,419$29.7M0.39%+3,180+2.5%Added
Allen Investment Management LLC131,249$29.7M0.32%+1,487+1.1%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management131,264$29.7M1.03%−1,443,293−91.7%Reduced
CIBC Asset Management Inc132,312$29.9M0.09%+71,222+116.6%Added
Varenne Capital Partners132,480$30.0M7.57%+132,480New
Parkwood LLC163,608$30.3M2.79%+21,891+15.4%Added
Sapient Capital LLC133,836$30.4M0.54%+1,670+1.3%Added
Atmos Capital Gestao de Recursos Ltda.134,754$30.5M4.73%+134,754New
Tran Capital Management, L.P.134,926$30.6M3.60%−53,818−28.5%Reduced
Liontrust Investment Partners LLP135,251$30.6M0.44%−67,230−33.2%Reduced
Lansforsakringar Fondforvaltning AB (publ)135,630$30.7M0.18%−1,900−1.4%Reduced
Main Street Research LLC136,977$31.1M1.94%−38,029−21.7%Reduced
Natixis137,703$31.2M0.15%−47,668−25.7%Reduced
Citadel Advisors LLC137,993$31.3M0.03%−396,801−74.2%Reduced
Janney Capital Management LLC138,522$31.4M2.02%−2,687−1.9%Reduced
John G Ullman & Associates Inc138,692$31.4M4.66%−442−0.3%Reduced
Raiffeisen Bank International AG141,109$31.4M0.47%−37,816−21.1%Reduced
Formuepleje A/S192,013$31.9M1.82%00.0%Unchanged
Bailard, Inc.140,786$31.9M0.74%−565−0.4%Reduced
Norris Perne & French LLP140,862$31.9M2.22%+139,339+9,149.0%Added
Brinker Capital Investments, LLC141,110$32.0M0.27%+8,066+6.1%Added
Atria Investments LLC142,052$32.2M0.38%−537−0.4%Reduced
Snowden Capital Advisors LLC141,878$32.2M0.95%−1,636−1.1%Reduced
Diversify Advisory Services, LLC132,915$32.5M1.24%+15,561+13.3%Added
Schwartz Investment Counsel Inc144,350$32.7M1.08%−164,900−53.3%Reduced
Avantax Advisory Services, Inc.145,264$32.9M0.18%+1,605+1.1%Added
Harvest Fund Management Co., Ltd161,703$33.4M1.58%−9,559−5.6%Reduced
State of Michigan Retirement System148,200$33.6M0.17%00.0%Unchanged
Walleye Capital LLC148,700$33.7M0.31%−195,112−56.7%Reduced
Jupiter Asset Management Ltd148,815$33.7M0.28%−46,610−23.9%Reduced
GuoLine Advisory Pte Ltd150,700$34.1M3.62%+77,700+106.4%Added
Mackenzie Financial Corp153,098$34.7M0.04%+96,151+168.8%Added
Blue Grotto Capital, LLC153,742$34.8M4.20%+153,742New
London & Capital Asset Management Ltd154,199$34.9M2.65%+29,606+23.8%Added
Milestones Administradora de Recursos Ltda.155,500$35.2M12.05%+105,360+210.1%Added
Night Owl Capital Management, LLC155,804$35.3M4.08%+4,748+3.1%Added
Academy Capital Management Inc156,409$35.4M5.06%−266−0.2%Reduced
Pathstone Holdings, LLC157,401$35.7M0.14%+3,368+2.2%Added
Capital International Sarl157,668$35.7M0.69%+7,574+5.0%Added
Edmond de Rothschild Holding S.A.157,729$35.7M0.57%−33,435−17.5%Reduced
Ninety One SA (PTY) Ltd159,160$35.9M5.90%+85,875+117.2%Added
Davy Global Fund Management Ltd158,875$36.0M3.20%+13,357+9.2%Added
TCW Group Inc159,213$36.1M0.28%−3,094−1.9%Reduced
J. L. Bainbridge & Co., Inc.160,840$36.4M3.35%−1,909−1.2%Reduced
Jones Financial Companies LLLP160,117$36.6M0.03%+57,408+55.9%Added
Kemnay Advisory Services Inc.163,359$37.0M5.88%+4,445+2.8%Added
BNP Paribas163,743$37.1M1.20%−289−0.2%Reduced
Asset Management One Co.,Ltd.164,752$37.3M0.12%+12,218+8.0%Added
Mercer Global Advisors Inc168,578$38.1M0.09%+53,047+45.9%Added
Grantham, Mayo, Van Otterloo & Co. LLC169,374$38.4M0.12%+21,369+14.4%Added
Pictet North America Advisors SA169,541$38.4M3.85%+9,572+6.0%Added
Sanctuary Advisors, LLC172,917$39.2M0.24%+459+0.3%Added
Grimes & Company, Inc.174,196$39.5M1.07%−3,344−1.9%Reduced
Cubist Systematic Strategies, LLC174,744$39.6M0.43%−415−0.2%Reduced
GWM Advisors LLC174,760$39.6M0.20%+18,911+12.1%Added
Infinitum Asset Management, LLC175,000$39.6M8.78%00.0%Unchanged
Quadrature Capital Ltd178,955$40.5M0.70%+178,955New
Warren Averett Asset Management, LLC182,194$41.3M0.45%−2,563−1.4%Reduced