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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, 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
Nomura Holdings Inc1,442,123$326.6M2.63%+529,212+58.0%Added
Manufacturers Life Insurance Company, The1,437,982$325.7M0.29%−146,549−9.2%Reduced
Third Point LLCSuperinvestorThird Point1,430,000$323.9M4.25%−350,000−19.7%Reduced
Great West Life Assurance Co1,413,676$320.7M0.51%−41,521−2.9%Reduced
Point72 Asset Management, L.P.1,415,449$320.6M0.76%−466,431−24.8%Reduced
DekaBank Deutsche Girozentrale1,327,786$302.4M0.54%−11,693−0.9%Reduced
BNP Paribas Arbitrage, SA1,273,745$288.5M0.22%−333,396−20.7%Reduced
New York State Common Retirement Fund1,259,053$285.2M0.38%+71,067+6.0%Added
Himension Fund1,243,081$281.5M22.00%−109,101−8.1%Reduced
CIBC World Markets Inc.1,221,153$276.6M0.61%+34,348+2.9%Added
FIL Ltd1,214,864$275.2M0.24%+78,551+6.9%Added
Migdal Insurance & Financial Holdings Ltd.1,209,557$274.9M3.26%−148,760−11.0%Reduced
WT Asset Management Ltd1,202,926$272.5M19.10%+1,202,926New
Kempen Capital Management N.V.1,197,959$271.3M2.59%−44,224−3.6%Reduced
Deutsche Bank AG1,178,259$266.9M0.10%+112,004+10.5%Added
Public Employees Retirement System of Ohio1,158,047$262.3M0.88%−56,936−4.7%Reduced
Waverton Investment Management Ltd1,144,501$259.1M3.57%+304,722+36.3%Added
Robeco Institutional Asset Management B.V.1,130,637$256.1M0.41%−36,062−3.1%Reduced
Lord, Abbett & Co. LLC1,123,299$254.4M0.82%−468,784−29.4%Reduced
Locust Wood Capital Advisers, LLC1,102,061$249.6M7.37%+68,094+6.6%Added
Martin Currie Ltd1,099,359$249.0M9.55%−203,418−15.6%Reduced
Menora Mivtachim Holdings Ltd.1,096,731$248.4M1.43%00.0%Unchanged
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,087,249$246.3M0.60%−133,035−10.9%Reduced
Susquehanna Advisors Group, Inc.1,075,000$243.5M9.68%+35,000+3.4%Added
Dorsal Capital Management, LLC1,075,000$243.5M6.93%+75,000+7.5%Added
Millennium Management LLC1,067,106$241.7M0.22%+256,956+31.7%Added
Trinity Street Asset Management LLP1,054,005$238.7M16.38%+114,000+12.1%Added
Man Group plc1,053,421$238.6M0.52%+812,404+337.1%Added
Appaloosa LPSuperinvestorAppaloosa1,025,000$232.2M3.60%+755,000+279.6%Added
Intermede Investment Partners Ltd1,019,689$230.9M7.12%−48,333−4.5%Reduced
The PNC Financial Services Group, Inc.1,012,835$229.4M0.15%+14,038+1.4%Added
Skye Global Management LP1,012,000$229.2M4.89%−444,000−30.5%Reduced
Nordea Investment Management AB996,347$224.8M0.21%+138,909+16.2%Added
Ci Investments Inc.976,361$221.1M0.83%−29,624−2.9%Reduced
Capital Group Private Client Services, Inc.961,692$217.8M1.89%−6,159−0.6%Reduced
Vaughan Nelson Investment Management, L.P.949,635$215.1M2.02%−69,115−6.8%Reduced
AXA S.A.949,201$215.0M0.62%+132,401+16.2%Added
AustralianSuper Pty Ltd932,913$211.3M1.07%+327,565+54.1%Added
XN LP928,074$210.2M7.34%−37,324−3.9%Reduced
Allianz Asset Management GmbH920,654$208.5M0.28%−62,991−6.4%Reduced
Optiver Holding B.V.920,555$208.5M5.62%−1,683−0.2%Reduced
State Street Corp908,898$206.6M0.01%−303,274−25.0%Reduced
Axiom Investors LLC906,367$205.3M1.68%−171,587−15.9%Reduced
Stifel Financial Corp894,068$202.5M0.20%−3,405−0.4%Reduced
Rathbone Brothers plc888,503$201.2M0.87%+109,946+14.1%Added
Loomis Sayles & Co L P888,019$201.1M0.25%+165,376+22.9%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital867,209$196.4M2.83%+867,209New
Candriam Luxembourg S.C.A.861,029$195.0M1.12%−61,323−6.6%Reduced
Susquehanna International Group, LLP857,729$194.3M0.30%−2,330,755−73.1%Reduced
Baird Financial Group, Inc.856,067$193.9M0.34%+119,412+16.2%Added
Bessemer Group Inc832,689$188.6M0.31%+35,013+4.4%Added
C WorldWide Group Holding A/S818,140$185.3M2.51%−2760.0%Reduced
Montrusco Bolton Investments Inc.863,127$184.6M2.05%+309,140+55.8%Added
Renaissance Technologies LLC813,420$184.2M0.25%+270,600+49.9%Added
Bank of Montreal807,842$183.0M0.09%+104,364+14.8%Added
SRS Investment Management, LLC792,859$179.6M1.86%00.0%Unchanged
Marsico Capital Management LLC776,451$175.9M4.77%+56,184+7.8%Added
Duquesne Family Office LLCSuperinvestorDuquesne Family Office765,085$173.3M4.43%+166,305+27.8%Added
Manning & Napier Advisors LLC762,106$172.6M2.06%−495,821−39.4%Reduced
HighTower Advisors, LLC758,892$171.9M0.22%−62,702−7.6%Reduced
Rockefeller Capital Management L.P.758,101$171.7M0.38%+125,295+19.8%Added
Public Employees Retirement Association of Colorado754,800$171.0M0.66%00.0%Unchanged
Jarislowsky, Fraser Ltd740,709$167.8M0.96%+238,299+47.4%Added
First Trust Advisors LP738,503$167.3M0.13%−258,600−25.9%Reduced
Lansdowne Partners (UK) LLP738,205$167.2M21.72%+240,188+48.2%Added
Metropolis Capital Ltd709,881$160.8M5.10%+86,260+13.8%Added
Thornburg Investment Management Inc708,696$160.5M2.06%−62,980−8.2%Reduced
Samlyn Capital, LLC706,299$160.0M2.32%+88,606+14.3%Added
ARK Investment Management LLCSuperinvestorARK Invest698,930$158.3M1.16%+472,882+209.2%Added
Geode Capital Management, LLC676,178$153.1M0.01%+43,139+6.8%Added
ARGA Investment Management, LP668,186$151.3M4.14%−7,311−1.1%Reduced
Epoch Investment Partners, Inc.653,751$148.1M0.77%−117,007−15.2%Reduced
Fort Washington Investment Advisors Inc651,115$147.5M0.85%+1,338+0.2%Added
Quilter Plc628,840$142.4M2.60%+3,955+0.6%Added
Danica Pension, Livsforsikringsaktieselskab622,583$141.0M2.36%+101,067+19.4%Added
Federated Hermes, Inc.620,522$140.5M0.26%+19,696+3.3%Added
Summitry LLC608,076$137.7M6.24%−3,380−0.6%Reduced
Noked Israel Ltd607,330$137.6M25.38%−21,120−3.4%Reduced
Whale Rock Capital Management LLC605,847$137.2M1.90%+81,394+15.5%Added
Union Bancaire Privee, UBP SA639,662$137.2M2.28%+33,131+5.5%Added
TD Asset Management Inc593,695$134.5M0.11%+78,566+15.3%Added
CIBC Private Wealth Group, LLC590,114$133.7M0.24%+54,643+10.2%Added
Aviva PLC588,183$133.2M0.28%+66,979+12.9%Added
Kames Capital plc584,323$132.4M1.69%+33,388+6.1%Added
Westfield Capital Management Co LP580,313$131.4M0.55%−75,054−11.5%Reduced
Bamco Inc579,204$131.2M0.36%−63,893−9.9%Reduced
Mirae Asset Global ETFs Holdings Ltd.578,359$131.0M0.25%+8,302+1.5%Added
Analog Century Management LP577,707$130.8M7.67%+48,250+9.1%Added
Handelsbanken Fonder AB562,000$127.3M0.45%+126,720+29.1%Added
Banque Pictet & Cie SA557,950$126.4M1.32%−42,066−7.0%Reduced
Scge Management, L.P.556,000$125.9M2.64%−245,000−30.6%Reduced
Cetera Investment Advisers554,607$125.6M0.21%+38,421+7.4%Added
Bahl & Gaynor Inc554,077$125.5M0.64%+17,164+3.2%Added
Cerity Partners LLC540,932$122.5M0.22%−27,778−4.9%Reduced
Sustainable Growth Advisers, LP539,358$122.2M0.63%−15,417−2.8%Reduced
Creative Planning532,247$120.5M0.10%+33,963+6.8%Added
Blue Whale Capital LLP524,270$118.7M7.77%+55,237+11.8%Added
La Banque Postale Asset Management SA519,951$117.8M1.66%−155,365−23.0%Reduced
Schonfeld Strategic Advisors LLC518,352$117.4M0.89%+322,778+165.0%Added
Causeway Capital Management LLC517,815$117.3M1.86%−1,830−0.4%Reduced