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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
Deprince Race & Zollo Inc182,471$41.3M0.86%+32,847+22.0%Added
Senator Investment Group LP185,013$41.9M1.62%−24,025−11.5%Reduced
Tairen Capital Ltd185,043$41.9M4.28%−105,607−36.3%Reduced
Moran Wealth Management, LLC187,797$42.5M1.32%−6,035−3.1%Reduced
Abn Amro Investment Solutions189,539$42.9M0.86%+5,334+2.9%Added
E Fund Management Co., Ltd.191,945$43.5M2.07%−47,332−19.8%Reduced
Trybe Capital Management LP195,459$44.3M10.80%00.0%Unchanged
New Age Alpha Advisors, LLC196,200$44.4M1.96%00.0%Unchanged
Maxi Investments CY Ltd196,503$44.5M7.39%+133,302+210.9%Added
Ramirez Asset Management, Inc.196,995$44.6M6.75%+25,283+14.7%Added
Todd Asset Management LLC197,671$44.8M0.97%+2,446+1.3%Added
Charles-Lim Capital Ltd200,000$45.3M11.29%+200,000New
Coalescence Partners Investment Management, LP200,884$45.5M11.92%+8,734+4.5%Added
Zweig-DiMenna Associates LLC201,845$45.7M4.69%+128,710+176.0%Added
Exor Capital LLP205,000$46.4M1.00%+20,000+10.8%Added
Factory Mutual Insurance Co206,420$46.8M0.51%+33,000+19.0%Added
Mawer Investment Management Ltd.208,068$47.1M0.24%+32,658+18.6%Added
Wedgewood Partners Inc197,500$47.2M9.16%−39,313−16.6%Reduced
Junto Capital Management LP209,116$47.4M1.00%−16,206−7.2%Reduced
Toroso Investments, LLC209,119$47.4M0.31%+34,934+20.1%Added
Financiere des Professionnels - Fonds d,investissement inc.211,398$47.9M2.89%+28,560+15.6%Added
Ovata Capital Management Ltd218,258$48.2M10.44%+18,779+9.4%Added
Davidson Investment Advisors216,669$49.1M2.21%+35,637+19.7%Added
Fulton Breakefield Broenniman LLC218,586$49.5M3.35%−4,465−2.0%Reduced
Erste Asset Management GmbH218,277$49.5M0.42%+58,373+36.5%Added
Ami Asset Management Corp219,999$49.8M2.85%+2,114+1.0%Added
Silvercrest Asset Management Group LLC220,091$49.8M0.33%+90,077+69.3%Added
Itau Unibanco Holding S.A.221,227$50.1M1.91%−98,568−30.8%Reduced
Fernbridge Capital Management LP231,502$52.4M2.50%−20,740−8.2%Reduced
Wealth Enhancement Advisory Services, LLC223,500$52.5M0.09%+18,355+8.9%Added
Advisors Capital Management, LLC231,909$52.5M0.72%−4,464−1.9%Reduced
Victory Capital Management Inc232,123$52.6M0.03%+132,597+133.2%Added
Cullen Capital Management LLC235,376$53.3M0.61%+70,932+43.1%Added
HGK Asset Management Inc236,503$53.6M9.17%+21,648+10.1%Added
Trillium Asset Management, LLC238,106$53.9M1.45%−8,493−3.4%Reduced
Optimus Prime Fund Management Co., Ltd.240,000$54.4M5.43%00.0%Unchanged
Perpetual Ltd243,449$55.1M0.65%−31,960−11.6%Reduced
Lido Advisors, LLC243,401$55.3M0.29%+9,025+3.9%Added
Insight Holdings Group, LLC246,930$55.9M2.34%+30,600+14.1%Added
MAI Capital Management248,588$56.3M0.39%+12,357+5.2%Added
Cambridge Investment Research Advisors, Inc.248,974$56.4M0.17%+31,953+14.7%Added
Joho Capital LLC249,100$56.4M7.95%+81,100+48.3%Added
Brandywine Global Investment Management, LLC251,680$57.0M0.40%+183,248+267.8%Added
Triodos Investment Management BV251,853$57.0M4.28%+900+0.4%Added
Benchstone Capital Management LP252,103$57.1M5.04%+929+0.4%Added
Marcho Partners LLP253,879$57.5M22.60%+6,887+2.8%Added
Advent International Corp256,950$58.2M1.89%+256,950New
Summit Partners Public Asset Management, LLC257,000$58.2M2.27%+63,500+32.8%Added
Carrhae Capital LLP258,001$58.4M5.59%+258,001New
H&H International Investment, LLCSuperinvestorH&H International Investment259,984$58.9M0.51%−11,808−4.3%Reduced
Newbrook Capital Advisors LP260,753$59.1M7.44%+46,421+21.7%Added
Thomasville National Bank261,286$59.2M4.03%+50,610+24.0%Added
Cat Rock Capital Management LP262,876$59.5M7.50%+40,093+18.0%Added
Brandes Investment Partners, LP263,751$59.7M0.54%+43,066+19.5%Added
BLI - Banque de Luxembourg Investments261,600$59.8M1.71%−2,000−0.8%Reduced
TOMS Capital Investment Management LP265,000$60.0M4.45%−378,000−58.8%Reduced
Trajan Wealth LLC265,075$60.0M2.94%+21,420+8.8%Added
Stony Point Capital LLC267,402$60.6M4.78%+170,113+174.9%Added
Earnest Partners LLC268,159$60.7M0.27%+4,208+1.6%Added
Obermeyer Wood Investment Counsel, LLLP269,109$61.0M3.03%+1330.0%Added
Modera Wealth Management, LLC272,403$61.7M0.76%+1,691+0.6%Added
Simplex Trading, LLC278,926$63.2M1.70%−201,596−42.0%Reduced
Headwater Capital Co Ltd280,000$63.4M22.20%+60,000+27.3%Added
ICONIQ Capital, LLC280,312$63.5M1.07%+280,312New
NorthCrest Asset Manangement, LLC270,869$63.6M1.71%−245−0.1%Reduced
National Philanthropic Trust281,807$63.8M0.85%+29,154+11.5%Added
Dundas Partners LLP282,445$64.0M4.45%−6,726−2.3%Reduced
Generate Investment Management Ltd283,970$64.3M3.57%−32,055−10.1%Reduced
McDaniel Terry & Co287,231$65.1M5.33%−2,057−0.7%Reduced
Oribel Capital Management, LP287,300$65.1M3.45%+287,300New
SG Americas Securities, LLC288,826$65.4M0.29%−184,799−39.0%Reduced
Wilkinson Global Asset Management LLC290,048$65.7M4.13%+290,048New
M&G Plc291,185$65.8M0.36%−15,223−5.0%Reduced
Spear Holdings RSC Ltd294,000$66.6M4.87%−152,376−34.1%Reduced
Danske Bank A/S294,089$66.6M0.17%+253,384+622.5%Added
Generation Investment Management LLP297,088$67.3M0.43%+16,193+5.8%Added
Federation des caisses Desjardins du Quebec298,931$67.7M0.30%+50,124+20.1%Added
Suvretta Capital Management, LLC300,401$68.0M2.56%−50,113−14.3%Reduced
Sirios Capital Management L P301,500$68.3M9.90%+27,166+9.9%Added
BIT Capital GmbH303,484$68.7M4.48%+264,542+679.3%Added
Ninety One North America, Inc.312,406$70.8M3.47%−17,555−5.3%Reduced
Flossbach Von Storch AG316,397$71.7M0.29%+35,401+12.6%Added
M&T Bank Corp319,890$72.5M0.25%+66,633+26.3%Added
Crossmark Global Holdings, Inc.322,424$73.0M1.18%+9,865+3.2%Added
Prime Capital Management Co Ltd327,655$74.2M36.14%+327,655New
Diamond Hill Capital Management Inc327,979$74.3M0.34%+13,815+4.4%Added
Scotia Capital Inc.329,096$74.5M0.35%+5,368+1.7%Added
HughesLittle Investment Management Ltd.331,045$75.0M15.39%00.0%Unchanged
Albar Capital Partners LLP333,512$75.5M12.92%+276,231+482.2%Added
Northwestern Mutual Wealth Management Co341,523$77.4M0.06%+8,569+2.6%Added
Contrarius Group Holdings Ltd346,865$78.6M4.44%+346,865New
Hardman Johnston Global Advisors LLC349,781$79.2M3.51%−30,474−8.0%Reduced
CI Private Wealth, LLC354,162$80.2M0.12%−4,572−1.3%Reduced
Rhumbline Advisers357,688$81.0M0.07%−5,640−1.6%Reduced
O'Shaughnessy Asset Management, LLC358,466$81.2M0.55%+18,647+5.5%Added
Light Street Capital Management, LLC358,757$81.3M16.60%+39,012+12.2%Added
Janney Montgomery Scott LLC360,069$81.6M0.21%+426+0.1%Added
Marshall Wace, LLP364,388$82.5M0.10%+364,388New
Nomura Asset Management Co Ltd364,512$82.6M0.23%+65,910+22.1%Added
Advisor Group Holdings, Inc.382,440$82.6M0.15%+82,714+27.6%Added