Skip to main content

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
Daiwa Securities Group Inc.56,424$12.8M0.05%−8,493−13.1%Reduced
Verition Fund Management LLC55,917$12.7M0.07%+9,859+21.4%Added
Castleark Management LLC55,610$12.6M0.38%−8,420−13.2%Reduced
Annex Advisory Services, LLC55,463$12.6M0.30%−2,545−4.4%Reduced
Contravisory Investment Management, Inc.55,363$12.5M2.47%−1,031−1.8%Reduced
Easterly Investment Partners LLC55,264$12.5M0.90%+9,161+19.9%Added
Symmetry Investments LP54,872$12.4M1.04%−34,667−38.7%Reduced
Employees Retirement System of Texas54,700$12.4M0.10%+54,700New
Frank, Rimerman Advisors LLC54,300$12.3M0.83%+1,126+2.1%Added
LGT Fund Management Co Ltd.54,007$12.2M1.07%−24,439−31.2%Reduced
Litman Gregory Asset Management LLC53,982$12.2M0.96%−1,697−3.0%Reduced
Pinpoint Asset Management (Singapore) Pte. Ltd.53,923$12.2M2.13%+53,923New
Segall Bryant & Hamill, LLC53,881$12.2M0.17%−16,246−23.2%Reduced
Explore Capital Management, LLC53,500$12.1M8.57%+53,500New
Credit Capital Investments LLC53,400$12.1M16.92%−900−1.7%Reduced
RNC Capital Management LLC53,308$12.1M0.59%+2,711+5.4%Added
Adell Harriman & Carpenter Inc53,131$12.0M0.80%+824+1.6%Added
Whittier Trust Co53,123$12.0M0.15%+2,527+5.0%Added
Montag A & Associates Inc52,938$12.0M0.59%+547+1.0%Added
Cozad Asset Management Inc53,070$12.0M1.05%+7,517+16.5%Added
Bleakley Financial Group, LLC52,846$12.0M0.30%+3,955+8.1%Added
Old National Bancorp52,688$11.9M0.21%+52,688New
Tenzing Global Management, LLC52,500$11.9M7.99%+7,500+16.7%Added
Marathon Asset Mgmt Ltd52,253$11.9M0.38%00.0%Unchanged
Stephens Inc52,360$11.9M0.16%−2,285−4.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)52,232$11.8M0.03%+6,789+14.9%Added
Point72 Hong Kong Ltd52,164$11.8M0.82%+52,164New
Commerce Bank52,062$11.8M0.07%+124+0.2%Added
Capital Wealth Planning, LLC51,950$11.8M0.09%+14,300+38.0%Added
Global Retirement Partners, LLC51,687$11.7M0.29%+51,687New
New Vernon Capital Holdings II LLC51,186$11.6M5.56%−6,655,878−99.2%Reduced
Atlantic Union Bankshares Corp51,163$11.6M0.26%+51,163New
Atria Wealth Solutions, Inc.50,784$11.6M0.26%−36,057−41.5%Reduced
Eagle Global Advisors LLC50,686$11.5M0.46%+55+0.1%Added
Resolute Capital Asset Partners LLC50,053$11.3M5.92%+25,053+100.2%Added
Alight Capital Management LP50,000$11.3M2.88%+15,000+42.9%Added
Lockheed Martin Investment Management Co49,900$11.3M0.41%−87,800−63.8%Reduced
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)48,702$11.0M1.70%+12,702+35.3%Added
FourThought Financial Partners, LLC48,691$11.0M1.09%+1,198+2.5%Added
Group One Trading, L.P.48,620$11.0M0.36%−47,797−49.6%Reduced
SIH Partners, LLLP48,386$11.0M1.04%−1,230−2.5%Reduced
Prospera Financial Services Inc48,252$10.9M0.20%−15,034−23.8%Reduced
One Capital Management, LLC48,258$10.9M0.38%+2,357+5.1%Added
First Manhattan Co47,725$10.8M0.03%+23,766+99.2%Added
Eagle Rock Investment Company, LLC47,836$10.8M1.71%−6,151−11.4%Reduced
Delphi Financial Group, Inc.47,830$10.8M7.64%00.0%Unchanged
We Are One Seven, LLC47,742$10.8M0.35%+6,546+15.9%Added
Envestnet Portfolio Solutions, Inc.47,551$10.8M0.04%−8,792−15.6%Reduced
ExodusPoint Capital Management, LP47,457$10.7M0.13%+47,457New
Renaissance Group LLC47,307$10.7M0.42%−903−1.9%Reduced
Channing Global Advisors, LLC46,523$10.5M6.80%−1,980−4.1%Reduced
Matthews International Capital Management LLC46,452$10.5M2.42%+1,662+3.7%Added
Monolith Management Ltd46,305$10.5M3.71%−85,491−64.9%Reduced
Beacon Investment Advisory Services, Inc.46,156$10.5M0.46%+3,030+7.0%Added
Ronald Blue Trust, Inc.45,870$10.4M0.12%+2,795+6.5%Added
BI Asset Management Fondsmaeglerselskab A/S45,803$10.4M0.10%−3,291−6.7%Reduced
Synovus Financial Corp45,121$10.2M0.13%+14,454+47.1%Added
DSG Capital Advisors, LLC45,051$10.2M1.81%−6,182−12.1%Reduced
Kovitz Investment Group Partners, LLC44,942$10.2M0.04%+21,809+94.3%Added
Elwood Capital Partners LP45,010$10.2M9.45%+35,000+349.7%Added
Headland Capital, LLC44,979$10.2M3.08%+1,220+2.8%Added
Jag Capital Management, LLC44,925$10.2M1.14%+2,529+6.0%Added
Left Brain Wealth Management, LLC44,887$10.2M3.58%+4,667+11.6%Added
Yousif Capital Management, LLC44,544$10.1M0.11%+4,049+10.0%Added
Hiddenite Capital Partners LP44,200$10.0M5.98%00.0%Unchanged
BCJ Capital Management, LLC44,196$10.0M0.67%+42,349+2,292.9%Added
Westpac Banking Corp44,185$10.0M0.67%+2,255+5.4%Added
Allen Capital Group, LLC43,830$9.93M1.03%+3,462+8.6%Added
Motley Fool Asset Management LLC43,817$9.92M0.46%−810−1.8%Reduced
Banque Cantonale Vaudoise43,658$9.89M0.40%−8,296−16.0%Reduced
YHB Investment Advisors, Inc.43,546$9.86M0.76%+1,059+2.5%Added
Henry James International Management, Inc.43,501$9.85M3.24%−4,692−9.7%Reduced
Summit Financial, LLC43,162$9.81M0.22%−15,795−26.8%Reduced
Guinness Atkinson Asset Management Inc43,166$9.78M5.13%−2,486−5.4%Reduced
Tower View Investment Management & Research LLC43,089$9.76M5.06%−751−1.7%Reduced
Stenahm Asset Managment Ltd43,085$9.76M4.25%−15,835−26.9%Reduced
Pzena Investment Management LLC42,551$9.64M0.03%+1,030+2.5%Added
Kingdon Capital Management, L.L.C.42,500$9.63M1.86%−10,000−19.0%Reduced
Amica Mutual Insurance Co42,082$9.53M0.92%−2,123−4.8%Reduced
DSM Capital Partners LLC42,037$9.52M0.14%−561−1.3%Reduced
Cresset Asset Management, LLC41,640$9.46M0.05%−17,808−30.0%Reduced
Argent Trust Co41,707$9.45M0.36%+3,137+8.1%Added
Profund Advisors LLC41,629$9.43M0.34%+2,323+5.9%Added
Americana Partners, LLC41,437$9.39M0.32%−544−1.3%Reduced
RSM US Wealth Management LLC41,284$9.38M0.13%+4,130+11.1%Added
Legacy Trust41,234$9.34M2.29%−3,668−8.2%Reduced
Southeast Asset Advisors Inc.41,168$9.32M1.11%+342+0.8%Added
Cumberland Partners Ltd41,102$9.31M0.65%−4,500−9.9%Reduced
Two Sigma Investments, LP41,056$9.30M0.02%−462,099−91.8%Reduced
Armistice Capital, LLC41,000$9.29M0.35%−21,000−33.9%Reduced
Global X Japan Co., Ltd.40,828$9.25M0.94%−5,636−12.1%Reduced
Gold Investment Management Ltd.41,008$9.25M3.48%+2,970+7.8%Added
Keybank National Association40,726$9.22M0.03%−25−0.1%Reduced
Ballentine Partners, LLC40,676$9.21M0.14%−2,093−4.9%Reduced
Totem Point Management, LLC40,518$9.18M9.66%−10,226−20.2%Reduced
Q Capital Solutions40,461$9.16M3.86%−6,070−13.0%Reduced
Clear Harbor Asset Management, LLC40,386$9.15M0.69%−1,635−3.9%Reduced
Nia Impact Advisors, LLC40,378$9.15M3.16%−970−2.3%Reduced
Nutshell Asset Management Ltd40,165$9.10M5.41%+13,431+50.2%Added
Deltec Asset Management LLC40,067$9.07M1.62%00.0%Unchanged