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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
Sumitomo Mitsui Trust Holdings, Inc.509,775$115.5M0.07%+2,905+0.6%Added
D. E. Shaw & Co., Inc.501,760$113.6M0.11%−2,525,980−83.4%Reduced
Assetmark, Inc488,585$110.7M0.26%+74,574+18.0%Added
Avala Global LP486,299$110.1M5.74%−46,985−8.8%Reduced
Cookson Peirce & Co Inc476,379$107.9M4.75%−7,805−1.6%Reduced
Pictet Asset Management Holding SA468,338$106.1M0.11%+289,660+162.1%Added
Bank Julius Baer & Co. Ltd, Zurich467,108$105.8M0.31%−16,083−3.3%Reduced
Phoenix Holdings Ltd.465,350$105.5M1.39%+19,272+4.3%Added
B. Metzler seel. Sohn & Co. AG459,915$104.2M1.00%+72,523+18.7%Added
Tredje AP-fonden458,839$103.9M0.83%−39,891−8.0%Reduced
Parnassus Investments457,244$103.6M0.24%−30,130−6.2%Reduced
Pictet & Cie (Europe) SA456,999$103.5M2.21%+352+0.1%Added
LGT Capital Partners Ltd.456,812$103.5M4.58%−124,531−21.4%Reduced
Agf Management Ltd454,945$103.0M0.47%+454,945New
MML Investors Services, LLC453,189$102.6M0.30%+29,367+6.9%Added
Oversea-Chinese Banking CORP Ltd453,503$102.5M2.90%+10,932+2.5%Added
Boston Common Asset Management, LLC452,284$102.4M2.87%+49,756+12.4%Added
Steadfast Capital Management LP449,417$101.8M1.89%+165,817+58.5%Added
Clark Capital Management Group, Inc.448,505$101.6M0.70%−133,524−22.9%Reduced
Capital International Inc447,952$101.5M0.99%−58,226−11.5%Reduced
Mairs & Power Inc446,826$101.2M1.00%+49,169+12.4%Added
Kinetic Partners Management, LP445,954$101.0M5.52%+64,000+16.8%Added
North of South Capital LLP445,597$100.9M10.61%+4,790+1.1%Added
Evelyn Partners Investment Management LLP444,497$100.7M3.08%+25,784+6.2%Added
Harel Insurance Investments & Financial Services Ltd.440,838$99.8M1.14%+19,158+4.5%Added
Nikko Asset Management Americas, Inc.438,831$99.4M0.99%+239,331+120.0%Added
Standard Life Aberdeen plc434,914$98.9M0.17%+52,436+13.7%Added
iA Global Asset Management Inc.424,911$96.2M1.45%+354,083+499.9%Added
Commonwealth Equity Services, LLC424,358$96.1M0.13%+24,151+6.0%Added
National Bank of Canada422,522$95.7M0.10%−1,735,996−80.4%Reduced
Truist Financial Corp422,069$95.6M0.14%+8,795+2.1%Added
Clal Insurance Enterprises Holdings Ltd418,000$95.0M0.93%00.0%Unchanged
Mariner, LLC417,466$94.6M0.14%+44,273+11.9%Added
Vident Advisory, LLC416,793$94.4M1.06%+103,085+32.9%Added
Mitsubishi UFJ Trust & Banking Corp407,895$92.4M0.21%−42,495−9.4%Reduced
Alpha Cubed Investments, LLC401,263$90.9M3.45%+207,235+106.8%Added
Chicago Capital, LLC399,072$90.4M2.23%+7,488+1.9%Added
DJE Kapital AG398,132$89.9M2.20%−20,586−4.9%Reduced
Johnson Investment Counsel Inc392,504$88.9M0.80%+11,182+2.9%Added
Guinness Asset Management LTD391,363$88.8M1.59%−2,910−0.7%Reduced
Groupe la Francaise381,150$86.0M1.40%+46,891+14.0%Added
Strategy Capital LLC378,692$85.8M5.77%+16,462+4.5%Added
US Bancorp374,026$84.7M0.11%+2,084+0.6%Added
Connor, Clark & Lunn Investment Management Ltd.373,479$84.6M0.30%−155,399−29.4%Reduced
Varma Mutual Pension Insurance Co364,600$82.6M0.61%−7,800−2.1%Reduced
Advisor Group Holdings, Inc.382,440$82.6M0.15%+82,714+27.6%Added
Nomura Asset Management Co Ltd364,512$82.6M0.23%+65,910+22.1%Added
Marshall Wace, LLP364,388$82.5M0.10%+364,388New
Janney Montgomery Scott LLC360,069$81.6M0.21%+426+0.1%Added
Light Street Capital Management, LLC358,757$81.3M16.60%+39,012+12.2%Added
O'Shaughnessy Asset Management, LLC358,466$81.2M0.55%+18,647+5.5%Added
Rhumbline Advisers357,688$81.0M0.07%−5,640−1.6%Reduced
CI Private Wealth, LLC354,162$80.2M0.12%−4,572−1.3%Reduced
Hardman Johnston Global Advisors LLC349,781$79.2M3.51%−30,474−8.0%Reduced
Contrarius Group Holdings Ltd346,865$78.6M4.44%+346,865New
Northwestern Mutual Wealth Management Co341,523$77.4M0.06%+8,569+2.6%Added
Albar Capital Partners LLP333,512$75.5M12.92%+276,231+482.2%Added
HughesLittle Investment Management Ltd.331,045$75.0M15.39%00.0%Unchanged
Scotia Capital Inc.329,096$74.5M0.35%+5,368+1.7%Added
Diamond Hill Capital Management Inc327,979$74.3M0.34%+13,815+4.4%Added
Prime Capital Management Co Ltd327,655$74.2M36.14%+327,655New
Crossmark Global Holdings, Inc.322,424$73.0M1.18%+9,865+3.2%Added
M&T Bank Corp319,890$72.5M0.25%+66,633+26.3%Added
Flossbach Von Storch AG316,397$71.7M0.29%+35,401+12.6%Added
Ninety One North America, Inc.312,406$70.8M3.47%−17,555−5.3%Reduced
BIT Capital GmbH303,484$68.7M4.48%+264,542+679.3%Added
Sirios Capital Management L P301,500$68.3M9.90%+27,166+9.9%Added
Suvretta Capital Management, LLC300,401$68.0M2.56%−50,113−14.3%Reduced
Federation des caisses Desjardins du Quebec298,931$67.7M0.30%+50,124+20.1%Added
Generation Investment Management LLP297,088$67.3M0.43%+16,193+5.8%Added
Danske Bank A/S294,089$66.6M0.17%+253,384+622.5%Added
Spear Holdings RSC Ltd294,000$66.6M4.87%−152,376−34.1%Reduced
M&G Plc291,185$65.8M0.36%−15,223−5.0%Reduced
Wilkinson Global Asset Management LLC290,048$65.7M4.13%+290,048New
SG Americas Securities, LLC288,826$65.4M0.29%−184,799−39.0%Reduced
Oribel Capital Management, LP287,300$65.1M3.45%+287,300New
McDaniel Terry & Co287,231$65.1M5.33%−2,057−0.7%Reduced
Generate Investment Management Ltd283,970$64.3M3.57%−32,055−10.1%Reduced
Dundas Partners LLP282,445$64.0M4.45%−6,726−2.3%Reduced
National Philanthropic Trust281,807$63.8M0.85%+29,154+11.5%Added
NorthCrest Asset Manangement, LLC270,869$63.6M1.71%−245−0.1%Reduced
ICONIQ Capital, LLC280,312$63.5M1.07%+280,312New
Headwater Capital Co Ltd280,000$63.4M22.20%+60,000+27.3%Added
Simplex Trading, LLC278,926$63.2M1.70%−201,596−42.0%Reduced
Modera Wealth Management, LLC272,403$61.7M0.76%+1,691+0.6%Added
Obermeyer Wood Investment Counsel, LLLP269,109$61.0M3.03%+1330.0%Added
Earnest Partners LLC268,159$60.7M0.27%+4,208+1.6%Added
Stony Point Capital LLC267,402$60.6M4.78%+170,113+174.9%Added
Trajan Wealth LLC265,075$60.0M2.94%+21,420+8.8%Added
TOMS Capital Investment Management LP265,000$60.0M4.45%−378,000−58.8%Reduced
BLI - Banque de Luxembourg Investments261,600$59.8M1.71%−2,000−0.8%Reduced
Brandes Investment Partners, LP263,751$59.7M0.54%+43,066+19.5%Added
Cat Rock Capital Management LP262,876$59.5M7.50%+40,093+18.0%Added
Thomasville National Bank261,286$59.2M4.03%+50,610+24.0%Added
Newbrook Capital Advisors LP260,753$59.1M7.44%+46,421+21.7%Added
H&H International Investment, LLCSuperinvestorH&H International Investment259,984$58.9M0.51%−11,808−4.3%Reduced
Carrhae Capital LLP258,001$58.4M5.59%+258,001New
Summit Partners Public Asset Management, LLC257,000$58.2M2.27%+63,500+32.8%Added
Advent International Corp256,950$58.2M1.89%+256,950New
Marcho Partners LLP253,879$57.5M22.60%+6,887+2.8%Added