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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
Benchstone Capital Management LP252,103$57.1M5.04%+929+0.4%Added
Triodos Investment Management BV251,853$57.0M4.28%+900+0.4%Added
Brandywine Global Investment Management, LLC251,680$57.0M0.40%+183,248+267.8%Added
Joho Capital LLC249,100$56.4M7.95%+81,100+48.3%Added
Cambridge Investment Research Advisors, Inc.248,974$56.4M0.17%+31,953+14.7%Added
MAI Capital Management248,588$56.3M0.39%+12,357+5.2%Added
Insight Holdings Group, LLC246,930$55.9M2.34%+30,600+14.1%Added
Lido Advisors, LLC243,401$55.3M0.29%+9,025+3.9%Added
Perpetual Ltd243,449$55.1M0.65%−31,960−11.6%Reduced
Optimus Prime Fund Management Co., Ltd.240,000$54.4M5.43%00.0%Unchanged
Trillium Asset Management, LLC238,106$53.9M1.45%−8,493−3.4%Reduced
HGK Asset Management Inc236,503$53.6M9.17%+21,648+10.1%Added
Cullen Capital Management LLC235,376$53.3M0.61%+70,932+43.1%Added
Victory Capital Management Inc232,123$52.6M0.03%+132,597+133.2%Added
Advisors Capital Management, LLC231,909$52.5M0.72%−4,464−1.9%Reduced
Wealth Enhancement Advisory Services, LLC223,500$52.5M0.09%+18,355+8.9%Added
Fernbridge Capital Management LP231,502$52.4M2.50%−20,740−8.2%Reduced
Itau Unibanco Holding S.A.221,227$50.1M1.91%−98,568−30.8%Reduced
Silvercrest Asset Management Group LLC220,091$49.8M0.33%+90,077+69.3%Added
Ami Asset Management Corp219,999$49.8M2.85%+2,114+1.0%Added
Erste Asset Management GmbH218,277$49.5M0.42%+58,373+36.5%Added
Fulton Breakefield Broenniman LLC218,586$49.5M3.35%−4,465−2.0%Reduced
Davidson Investment Advisors216,669$49.1M2.21%+35,637+19.7%Added
Ovata Capital Management Ltd218,258$48.2M10.44%+18,779+9.4%Added
Financiere des Professionnels - Fonds d,investissement inc.211,398$47.9M2.89%+28,560+15.6%Added
Toroso Investments, LLC209,119$47.4M0.31%+34,934+20.1%Added
Junto Capital Management LP209,116$47.4M1.00%−16,206−7.2%Reduced
Wedgewood Partners Inc197,500$47.2M9.16%−39,313−16.6%Reduced
Mawer Investment Management Ltd.208,068$47.1M0.24%+32,658+18.6%Added
Factory Mutual Insurance Co206,420$46.8M0.51%+33,000+19.0%Added
Exor Capital LLP205,000$46.4M1.00%+20,000+10.8%Added
Zweig-DiMenna Associates LLC201,845$45.7M4.69%+128,710+176.0%Added
Coalescence Partners Investment Management, LP200,884$45.5M11.92%+8,734+4.5%Added
Charles-Lim Capital Ltd200,000$45.3M11.29%+200,000New
Todd Asset Management LLC197,671$44.8M0.97%+2,446+1.3%Added
Ramirez Asset Management, Inc.196,995$44.6M6.75%+25,283+14.7%Added
Maxi Investments CY Ltd196,503$44.5M7.39%+133,302+210.9%Added
New Age Alpha Advisors, LLC196,200$44.4M1.96%00.0%Unchanged
Trybe Capital Management LP195,459$44.3M10.80%00.0%Unchanged
E Fund Management Co., Ltd.191,945$43.5M2.07%−47,332−19.8%Reduced
Abn Amro Investment Solutions189,539$42.9M0.86%+5,334+2.9%Added
Moran Wealth Management, LLC187,797$42.5M1.32%−6,035−3.1%Reduced
Tairen Capital Ltd185,043$41.9M4.28%−105,607−36.3%Reduced
Senator Investment Group LP185,013$41.9M1.62%−24,025−11.5%Reduced
Deprince Race & Zollo Inc182,471$41.3M0.86%+32,847+22.0%Added
Warren Averett Asset Management, LLC182,194$41.3M0.45%−2,563−1.4%Reduced
Quadrature Capital Ltd178,955$40.5M0.70%+178,955New
Infinitum Asset Management, LLC175,000$39.6M8.78%00.0%Unchanged
GWM Advisors LLC174,760$39.6M0.20%+18,911+12.1%Added
Cubist Systematic Strategies, LLC174,744$39.6M0.43%−415−0.2%Reduced
Grimes & Company, Inc.174,196$39.5M1.07%−3,344−1.9%Reduced
Sanctuary Advisors, LLC172,917$39.2M0.24%+459+0.3%Added
Pictet North America Advisors SA169,541$38.4M3.85%+9,572+6.0%Added
Grantham, Mayo, Van Otterloo & Co. LLC169,374$38.4M0.12%+21,369+14.4%Added
Mercer Global Advisors Inc168,578$38.1M0.09%+53,047+45.9%Added
Asset Management One Co.,Ltd.164,752$37.3M0.12%+12,218+8.0%Added
BNP Paribas163,743$37.1M1.20%−289−0.2%Reduced
Kemnay Advisory Services Inc.163,359$37.0M5.88%+4,445+2.8%Added
Jones Financial Companies LLLP160,117$36.6M0.03%+57,408+55.9%Added
J. L. Bainbridge & Co., Inc.160,840$36.4M3.35%−1,909−1.2%Reduced
TCW Group Inc159,213$36.1M0.28%−3,094−1.9%Reduced
Davy Global Fund Management Ltd158,875$36.0M3.20%+13,357+9.2%Added
Ninety One SA (PTY) Ltd159,160$35.9M5.90%+85,875+117.2%Added
Edmond de Rothschild Holding S.A.157,729$35.7M0.57%−33,435−17.5%Reduced
Capital International Sarl157,668$35.7M0.69%+7,574+5.0%Added
Pathstone Holdings, LLC157,401$35.7M0.14%+3,368+2.2%Added
Academy Capital Management Inc156,409$35.4M5.06%−266−0.2%Reduced
Night Owl Capital Management, LLC155,804$35.3M4.08%+4,748+3.1%Added
Milestones Administradora de Recursos Ltda.155,500$35.2M12.05%+105,360+210.1%Added
London & Capital Asset Management Ltd154,199$34.9M2.65%+29,606+23.8%Added
Blue Grotto Capital, LLC153,742$34.8M4.20%+153,742New
Mackenzie Financial Corp153,098$34.7M0.04%+96,151+168.8%Added
GuoLine Advisory Pte Ltd150,700$34.1M3.62%+77,700+106.4%Added
Jupiter Asset Management Ltd148,815$33.7M0.28%−46,610−23.9%Reduced
Walleye Capital LLC148,700$33.7M0.31%−195,112−56.7%Reduced
State of Michigan Retirement System148,200$33.6M0.17%00.0%Unchanged
Harvest Fund Management Co., Ltd161,703$33.4M1.58%−9,559−5.6%Reduced
Avantax Advisory Services, Inc.145,264$32.9M0.18%+1,605+1.1%Added
Schwartz Investment Counsel Inc144,350$32.7M1.08%−164,900−53.3%Reduced
Diversify Advisory Services, LLC132,915$32.5M1.24%+15,561+13.3%Added
Snowden Capital Advisors LLC141,878$32.2M0.95%−1,636−1.1%Reduced
Atria Investments LLC142,052$32.2M0.38%−537−0.4%Reduced
Brinker Capital Investments, LLC141,110$32.0M0.27%+8,066+6.1%Added
Norris Perne & French LLP140,862$31.9M2.22%+139,339+9,149.0%Added
Bailard, Inc.140,786$31.9M0.74%−565−0.4%Reduced
Formuepleje A/S192,013$31.9M1.82%00.0%Unchanged
Raiffeisen Bank International AG141,109$31.4M0.47%−37,816−21.1%Reduced
John G Ullman & Associates Inc138,692$31.4M4.66%−442−0.3%Reduced
Janney Capital Management LLC138,522$31.4M2.02%−2,687−1.9%Reduced
Citadel Advisors LLC137,993$31.3M0.03%−396,801−74.2%Reduced
Natixis137,703$31.2M0.15%−47,668−25.7%Reduced
Main Street Research LLC136,977$31.1M1.94%−38,029−21.7%Reduced
Lansforsakringar Fondforvaltning AB (publ)135,630$30.7M0.18%−1,900−1.4%Reduced
Liontrust Investment Partners LLP135,251$30.6M0.44%−67,230−33.2%Reduced
Tran Capital Management, L.P.134,926$30.6M3.60%−53,818−28.5%Reduced
Atmos Capital Gestao de Recursos Ltda.134,754$30.5M4.73%+134,754New
Sapient Capital LLC133,836$30.4M0.54%+1,670+1.3%Added
Parkwood LLC163,608$30.3M2.79%+21,891+15.4%Added
Varenne Capital Partners132,480$30.0M7.57%+132,480New
CIBC Asset Management Inc132,312$29.9M0.09%+71,222+116.6%Added