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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, Q3 2025

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Sep 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
2,800
+203 vs. Q2 2025
Shares held
813.5M
−4.97M (−0.6%) vs. Q2 2025
Total value
$227.0B
+$41.6B (+22.4%) vs. Q2 2025
New holders
315
1,203 more added
Sold out
112
917 more reduced

48 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2025: 2,800 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 heldQ3 2025: $227.0B
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, Q3 2025

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q2 2025.

Institutions holding TSM in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LTS One Management LP90,000$25.1M8.95%−25,000−21.7%Reduced
Point72 Italy, S.r.l.90,316$25.2M20.94%+32,784+57.0%Added
Compagnie Lombard Odier SCmA90,607$25.3M0.28%+12,108+15.4%Added
Cabot Wealth Management Inc90,677$25.3M2.81%−20,461−18.4%Reduced
ExodusPoint Capital Management, LP91,223$25.5M0.36%+43,766+92.2%Added
Advisory Services Network, LLC91,243$25.5M0.37%−118−0.1%Reduced
Eldred Rock Partners, LLC91,061$25.5M6.36%+4,602+5.3%Added
CenterBook Partners LP91,688$25.6M1.27%+2,855+3.2%Added
Meridian Investment Counsel Inc.92,328$25.8M6.37%−1,703−1.8%Reduced
Makena Capital Management LLC92,949$26.0M2.68%−30,640−24.8%Reduced
Ieq Capital, LLC92,982$26.0M0.08%+34,698+59.5%Added
Thoroughbred Financial Services, LLC93,007$26.0M1.60%+9,958+12.0%Added
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial93,700$26.2M1.27%00.0%Unchanged
AQR Capital Management LLC95,091$26.3M0.02%−14,089−12.9%Reduced
Augustine Asset Management Inc94,388$26.4M5.30%−1,308−1.4%Reduced
Natixis95,433$26.7M0.14%−42,270−30.7%Reduced
Monolith Management Ltd95,532$26.7M11.76%+49,227+106.3%Added
BWCP, LP95,859$26.8M4.64%−103−0.1%Reduced
Blair William & Co96,048$26.8M0.07%−1,154−1.2%Reduced
Daiwa Securities Group Inc.97,411$27.2M0.09%+40,987+72.6%Added
Benchstone Capital Management LP97,581$27.3M3.72%−154,522−61.3%Reduced
Quadrant Capital Group LLC97,784$27.3M0.89%−1,173−1.2%Reduced
JB Capital LLC98,387$27.5M1.19%+1,936+2.0%Added
Naviter Wealth, LLC98,410$27.6M3.21%+4,643+5.0%Added
Princeton Global Asset Management LLC99,549$27.8M4.62%−780−0.8%Reduced
Firetrail Investments Pty Ltd100,494$27.9M6.98%−7,769−7.2%Reduced
Raub Brock Capital Management LP99,767$27.9M6.00%−6,616−6.2%Reduced
Charles-Lim Capital Ltd100,000$27.9M7.12%−100,000−50.0%Reduced
Bornite Capital Management LP100,000$27.9M2.59%+100,000New
Sava Infond d.o.o.100,485$28.1M3.98%+130+0.1%Added
Polar Asset Management Partners Inc.100,520$28.1M0.57%−8,695−8.0%Reduced
Wiley Bros.-Aintree Capital, LLC100,861$28.1M0.18%+12,741+14.5%Added
Naples Global Advisors, LLC101,368$28.4M2.21%−1,093−1.1%Reduced
JustInvest LLC101,876$28.5M0.29%+8,738+9.4%Added
Morningstar Investment Management LLC102,309$28.6M1.05%+102,309New
Advisory Research Inc104,970$29.3M3.85%+8,369+8.7%Added
Governors Lane LP105,427$29.4M4.07%+7,718+7.9%Added
Untitled Investments LP105,721$29.5M7.97%−4,540−4.1%Reduced
Private Advisor Group, LLC106,765$29.8M0.15%−12,958−10.8%Reduced
Wetherby Asset Management Inc106,819$29.8M1.22%+469+0.4%Added
Point72 Hong Kong Ltd106,829$29.8M1.38%+54,665+104.8%Added
MIG Capital, LLC107,055$29.9M4.38%+93,875+712.3%Added
Colony Group, LLC107,495$30.0M0.05%+5,583+5.5%Added
Dodge & Cox107,800$30.1M0.02%00.0%Unchanged
CapWealth Advisors, LLC108,726$30.4M2.09%−3,059−2.7%Reduced
7G Capital Management, LLC110,000$30.7M19.69%00.0%Unchanged
Northwest & Ethical Investments L.P.110,720$30.9M0.73%−6,605−5.6%Reduced
United Capital Financial Advisers, LLC110,827$31.0M0.22%+17,243+18.4%Added
Kornitzer Capital Management Inc111,014$31.0M0.62%−1,650−1.5%Reduced
Bellecapital International Ltd.112,055$31.3M5.05%−260.0%Reduced
TD Waterhouse Canada Inc.108,922$31.4M0.20%+3,089+2.9%Added
Edmond de Rothschild Holding S.A.112,721$31.5M0.49%−45,008−28.5%Reduced
CIBC Asset Management Inc113,073$31.5M0.09%−19,239−14.5%Reduced
Walter Public Investments Inc.113,238$31.6M5.20%+113,238New
Moore Capital Management, LP113,295$31.6M0.63%+27,620+32.2%Added
Dock Street Asset Management Inc113,500$31.7M2.77%+14,964+15.2%Added
Westwood Holdings Group Inc.113,875$31.8M0.23%−9,315−7.6%Reduced
Exchange Traded Concepts, LLC115,932$32.4M0.31%+31,094+36.7%Added
Calamos Advisors LLC116,313$32.5M0.13%−2,442−2.1%Reduced
Simplex Trading, LLC116,776$32.6M0.72%−162,150−58.1%Reduced
First Long Island Investors, LLC117,856$32.9M2.45%−467−0.4%Reduced
Aureus Asset Management, LLC118,202$33.0M2.15%+56,638+92.0%Added
Vanguard Group Inc118,468$33.1M0.00%−573−0.5%Reduced
Noesis Capital Mangement Corp118,489$33.1M5.14%+3,277+2.8%Added
Franchise Capital Ltd119,580$33.4M14.54%00.0%Unchanged
Telemark Asset Management, LLC120,000$33.5M3.18%00.0%Unchanged
Janney Capital Management LLC120,463$33.6M2.09%−18,059−13.0%Reduced
Jordan Park Group LLC380,095$33.7M1.92%+259,526+215.3%Added
Parallax Volatility Advisers, L.P.121,158$33.8M1.00%+121,158New
Provident Investment Management, Inc.122,587$34.2M3.02%+122,587New
Tran Capital Management, L.P.123,697$34.5M4.13%−11,229−8.3%Reduced
Choate Investment Advisors123,875$34.6M0.72%+5,489+4.6%Added
Promethos Capital, LLC146,568$34.7M9.31%+38,744+35.9%Added
Greenleaf Trust124,369$34.7M0.32%−63−0.1%Reduced
Oppenheimer & Co Inc125,213$35.0M0.43%−1,422−1.1%Reduced
Teachers Retirement System of the State of Kentucky129,780$36.2M0.28%+10,000+8.3%Added
Modern Wealth Management, LLC129,827$36.3M0.72%+118,700+1,066.8%Added
Diversify Advisory Services, LLC119,083$36.3M1.22%−13,832−10.4%Reduced
Oppenheimer Asset Management Inc.130,801$36.5M0.40%+13,345+11.4%Added
Penserra Capital Management LLC131,251$36.7M0.44%+39,185+42.6%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management131,264$36.7M0.83%00.0%Unchanged
Y.D. More Investments Ltd133,817$37.4M2.11%+20,359+17.9%Added
Lansforsakringar Fondforvaltning AB (publ)134,630$37.6M0.19%−1,000−0.7%Reduced
John G Ullman & Associates Inc135,335$37.8M5.09%−3,357−2.4%Reduced
Baskin Financial Services Inc.135,338$37.8M2.78%+7,676+6.0%Added
Ramirez Asset Management, Inc.135,572$37.9M5.26%−61,423−31.2%Reduced
Manchester Global Management (UK) Ltd135,813$37.9M4.99%+49,500+57.3%Added
Soros Fund Management LLCSuperinvestorSoros Fund Management136,092$38.0M0.60%+10,614+8.5%Added
Brinker Capital Investments, LLC137,499$38.4M0.30%−3,611−2.6%Reduced
Milestones Administradora de Recursos Ltda.138,036$38.6M13.50%−17,464−11.2%Reduced
Atria Investments LLC138,152$38.6M0.44%−3,900−2.7%Reduced
Bailard, Inc.140,129$39.1M0.85%−657−0.5%Reduced
Jupiter Asset Management Ltd140,746$39.3M0.34%−8,069−5.4%Reduced
Blue Grotto Capital, LLC141,102$39.4M4.57%−12,640−8.2%Reduced
Fernbridge Capital Management LP142,260$39.7M1.94%−89,242−38.5%Reduced
CCLA Investment Management Ltd142,430$39.8M0.64%+142,430New
Snowden Capital Advisors LLC142,645$40.0M1.09%+767+0.5%Added
Schwartz Investment Counsel Inc144,350$40.3M1.35%00.0%Unchanged
ABN AMRO Bank N.V.146,369$40.7M0.40%+15,950+12.2%Added
Harvest Fund Management Co., Ltd180,620$41.2M1.75%+18,917+11.7%Added