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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
Varma Mutual Pension Insurance Co364,600$82.6M0.61%−7,800−2.1%Reduced
Connor, Clark & Lunn Investment Management Ltd.373,479$84.6M0.30%−155,399−29.4%Reduced
US Bancorp374,026$84.7M0.11%+2,084+0.6%Added
Strategy Capital LLC378,692$85.8M5.77%+16,462+4.5%Added
Groupe la Francaise381,150$86.0M1.40%+46,891+14.0%Added
Guinness Asset Management LTD391,363$88.8M1.59%−2,910−0.7%Reduced
Johnson Investment Counsel Inc392,504$88.9M0.80%+11,182+2.9%Added
DJE Kapital AG398,132$89.9M2.20%−20,586−4.9%Reduced
Chicago Capital, LLC399,072$90.4M2.23%+7,488+1.9%Added
Alpha Cubed Investments, LLC401,263$90.9M3.45%+207,235+106.8%Added
Mitsubishi UFJ Trust & Banking Corp407,895$92.4M0.21%−42,495−9.4%Reduced
Vident Advisory, LLC416,793$94.4M1.06%+103,085+32.9%Added
Mariner, LLC417,466$94.6M0.14%+44,273+11.9%Added
Clal Insurance Enterprises Holdings Ltd418,000$95.0M0.93%00.0%Unchanged
Truist Financial Corp422,069$95.6M0.14%+8,795+2.1%Added
National Bank of Canada422,522$95.7M0.10%−1,735,996−80.4%Reduced
Commonwealth Equity Services, LLC424,358$96.1M0.13%+24,151+6.0%Added
iA Global Asset Management Inc.424,911$96.2M1.45%+354,083+499.9%Added
Standard Life Aberdeen plc434,914$98.9M0.17%+52,436+13.7%Added
Nikko Asset Management Americas, Inc.438,831$99.4M0.99%+239,331+120.0%Added
Harel Insurance Investments & Financial Services Ltd.440,838$99.8M1.14%+19,158+4.5%Added
Evelyn Partners Investment Management LLP444,497$100.7M3.08%+25,784+6.2%Added
North of South Capital LLP445,597$100.9M10.61%+4,790+1.1%Added
Kinetic Partners Management, LP445,954$101.0M5.52%+64,000+16.8%Added
Mairs & Power Inc446,826$101.2M1.00%+49,169+12.4%Added
Capital International Inc447,952$101.5M0.99%−58,226−11.5%Reduced
Clark Capital Management Group, Inc.448,505$101.6M0.70%−133,524−22.9%Reduced
Steadfast Capital Management LP449,417$101.8M1.89%+165,817+58.5%Added
Boston Common Asset Management, LLC452,284$102.4M2.87%+49,756+12.4%Added
Oversea-Chinese Banking CORP Ltd453,503$102.5M2.90%+10,932+2.5%Added
MML Investors Services, LLC453,189$102.6M0.30%+29,367+6.9%Added
Agf Management Ltd454,945$103.0M0.47%+454,945New
LGT Capital Partners Ltd.456,812$103.5M4.58%−124,531−21.4%Reduced
Pictet & Cie (Europe) SA456,999$103.5M2.21%+352+0.1%Added
Parnassus Investments457,244$103.6M0.24%−30,130−6.2%Reduced
Tredje AP-fonden458,839$103.9M0.83%−39,891−8.0%Reduced
B. Metzler seel. Sohn & Co. AG459,915$104.2M1.00%+72,523+18.7%Added
Phoenix Holdings Ltd.465,350$105.5M1.39%+19,272+4.3%Added
Bank Julius Baer & Co. Ltd, Zurich467,108$105.8M0.31%−16,083−3.3%Reduced
Pictet Asset Management Holding SA468,338$106.1M0.11%+289,660+162.1%Added
Cookson Peirce & Co Inc476,379$107.9M4.75%−7,805−1.6%Reduced
Avala Global LP486,299$110.1M5.74%−46,985−8.8%Reduced
Assetmark, Inc488,585$110.7M0.26%+74,574+18.0%Added
D. E. Shaw & Co., Inc.501,760$113.6M0.11%−2,525,980−83.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.509,775$115.5M0.07%+2,905+0.6%Added
Causeway Capital Management LLC517,815$117.3M1.86%−1,830−0.4%Reduced
Schonfeld Strategic Advisors LLC518,352$117.4M0.89%+322,778+165.0%Added
La Banque Postale Asset Management SA519,951$117.8M1.66%−155,365−23.0%Reduced
Blue Whale Capital LLP524,270$118.7M7.77%+55,237+11.8%Added
Creative Planning532,247$120.5M0.10%+33,963+6.8%Added
Sustainable Growth Advisers, LP539,358$122.2M0.63%−15,417−2.8%Reduced
Cerity Partners LLC540,932$122.5M0.22%−27,778−4.9%Reduced
Bahl & Gaynor Inc554,077$125.5M0.64%+17,164+3.2%Added
Cetera Investment Advisers554,607$125.6M0.21%+38,421+7.4%Added
Scge Management, L.P.556,000$125.9M2.64%−245,000−30.6%Reduced
Banque Pictet & Cie SA557,950$126.4M1.32%−42,066−7.0%Reduced
Handelsbanken Fonder AB562,000$127.3M0.45%+126,720+29.1%Added
Analog Century Management LP577,707$130.8M7.67%+48,250+9.1%Added
Mirae Asset Global ETFs Holdings Ltd.578,359$131.0M0.25%+8,302+1.5%Added
Bamco Inc579,204$131.2M0.36%−63,893−9.9%Reduced
Westfield Capital Management Co LP580,313$131.4M0.55%−75,054−11.5%Reduced
Kames Capital plc584,323$132.4M1.69%+33,388+6.1%Added
Aviva PLC588,183$133.2M0.28%+66,979+12.9%Added
CIBC Private Wealth Group, LLC590,114$133.7M0.24%+54,643+10.2%Added
TD Asset Management Inc593,695$134.5M0.11%+78,566+15.3%Added
Union Bancaire Privee, UBP SA639,662$137.2M2.28%+33,131+5.5%Added
Whale Rock Capital Management LLC605,847$137.2M1.90%+81,394+15.5%Added
Noked Israel Ltd607,330$137.6M25.38%−21,120−3.4%Reduced
Summitry LLC608,076$137.7M6.24%−3,380−0.6%Reduced
Federated Hermes, Inc.620,522$140.5M0.26%+19,696+3.3%Added
Danica Pension, Livsforsikringsaktieselskab622,583$141.0M2.36%+101,067+19.4%Added
Quilter Plc628,840$142.4M2.60%+3,955+0.6%Added
Fort Washington Investment Advisors Inc651,115$147.5M0.85%+1,338+0.2%Added
Epoch Investment Partners, Inc.653,751$148.1M0.77%−117,007−15.2%Reduced
ARGA Investment Management, LP668,186$151.3M4.14%−7,311−1.1%Reduced
Geode Capital Management, LLC676,178$153.1M0.01%+43,139+6.8%Added
ARK Investment Management LLCSuperinvestorARK Invest698,930$158.3M1.16%+472,882+209.2%Added
Samlyn Capital, LLC706,299$160.0M2.32%+88,606+14.3%Added
Thornburg Investment Management Inc708,696$160.5M2.06%−62,980−8.2%Reduced
Metropolis Capital Ltd709,881$160.8M5.10%+86,260+13.8%Added
Lansdowne Partners (UK) LLP738,205$167.2M21.72%+240,188+48.2%Added
First Trust Advisors LP738,503$167.3M0.13%−258,600−25.9%Reduced
Jarislowsky, Fraser Ltd740,709$167.8M0.96%+238,299+47.4%Added
Public Employees Retirement Association of Colorado754,800$171.0M0.66%00.0%Unchanged
Rockefeller Capital Management L.P.758,101$171.7M0.38%+125,295+19.8%Added
HighTower Advisors, LLC758,892$171.9M0.22%−62,702−7.6%Reduced
Manning & Napier Advisors LLC762,106$172.6M2.06%−495,821−39.4%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office765,085$173.3M4.43%+166,305+27.8%Added
Marsico Capital Management LLC776,451$175.9M4.77%+56,184+7.8%Added
SRS Investment Management, LLC792,859$179.6M1.86%00.0%Unchanged
Bank of Montreal807,842$183.0M0.09%+104,364+14.8%Added
Renaissance Technologies LLC813,420$184.2M0.25%+270,600+49.9%Added
Montrusco Bolton Investments Inc.863,127$184.6M2.05%+309,140+55.8%Added
C WorldWide Group Holding A/S818,140$185.3M2.51%−2760.0%Reduced
Bessemer Group Inc832,689$188.6M0.31%+35,013+4.4%Added
Baird Financial Group, Inc.856,067$193.9M0.34%+119,412+16.2%Added
Susquehanna International Group, LLP857,729$194.3M0.30%−2,330,755−73.1%Reduced
Candriam Luxembourg S.C.A.861,029$195.0M1.12%−61,323−6.6%Reduced
Altimeter Capital Management, LPSuperinvestorAltimeter Capital867,209$196.4M2.83%+867,209New
Loomis Sayles & Co L P888,019$201.1M0.25%+165,376+22.9%Added