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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 100 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, Q4 2025

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Dec 31, 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
3,128
+391 vs. Q3 2025
Shares held
789.8M
−20.4M (−2.5%) vs. Q3 2025
Total value
$239.7B
+$13.6B (+6.0%) vs. Q3 2025
New holders
494
1,209 more added
Sold out
103
1,073 more reduced

64 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 3,128 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 heldQ4 2025: $239.7B
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, Q4 2025

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q3 2025.

Institutions holding TSM in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC61,131,828$18.6B0.95%−12,054,686−16.5%Reduced
Sanders Capital, LLC31,958,360$9.71B11.19%−322,044−1.0%Reduced
Capital World Investors27,404,289$8.33B1.13%−336,591−1.2%Reduced
Capital International Investors25,658,661$7.79B1.22%+14,990+0.1%Added
JPMorgan Chase & Co25,182,540$7.65B0.52%+690,178+2.8%Added
Fisher Asset Management, LLC18,146,900$5.51B1.88%+313,773+1.8%Added
Van Eck Associates Corp17,464,962$5.31B4.39%+1,750,824+11.1%Added
BlackRock, Inc.16,481,878$5.01B0.09%−699,014−4.1%Reduced
Bank of America Corp15,902,819$4.83B0.35%+966,926+6.5%Added
Morgan Stanley13,513,371$4.11B0.25%−1,578,161−10.5%Reduced
Jennison Associates LLC13,394,299$4.07B2.44%+802,757+6.4%Added
Bank of New York Mellon Corp11,591,375$3.52B0.62%−2,265,595−16.3%Reduced
Alliancebernstein L.P.10,215,542$3.10B0.98%−471,495−4.4%Reduced
Massachusetts Financial Services Co10,147,238$3.08B1.00%−5,612,181−35.6%Reduced
WCM Investment Management, LLC9,819,196$2.94B6.06%−271,323−2.7%Reduced
Price T Rowe Associates Inc8,890,155$2.70B0.29%−2,585,242−22.5%Reduced
Coatue Management LLCSuperinvestorCoatue Management8,629,524$2.62B6.56%+556,988+6.9%Added
Goldman Sachs Group Inc8,472,273$2.57B0.37%−3,662,605−30.2%Reduced
Janus Henderson Group PLC8,291,884$2.50B1.12%+594,780+7.7%Added
Franklin Resources Inc7,513,453$2.28B0.56%+605,256+8.8%Added
UBS Group AG7,288,087$2.21B0.44%−1,342,803−15.6%Reduced
Schroder Investment Management Group7,251,510$2.20B1.67%+37,035+0.5%Added
Sands Capital Management, LLC6,826,175$2.07B6.31%−2,425,714−26.2%Reduced
American Century Companies Inc6,735,211$2.05B1.03%+252,677+3.9%Added
Northern Trust Corp6,620,155$2.01B0.26%+193,089+3.0%Added
Royal Bank of Canada6,523,794$1.98B0.35%+432,154+7.1%Added
Brown Advisory Inc6,469,279$1.97B2.74%−112,535−1.7%Reduced
StonePine Asset Management Inc.6,246,545$1.90B11.80%−299,234−4.6%Reduced
Fiera Capital Corp6,023,398$1.83B5.80%−807,720−11.8%Reduced
William Blair Investment Management, LLC5,985,330$1.82B5.07%−436,828−6.8%Reduced
First Eagle Investment Management, LLC5,938,326$1.80B3.18%−761,682−11.4%Reduced
Alkeon Capital Management LLC5,438,668$1.65B7.23%+175,000+3.3%Added
Wellington Management Group LLP5,433,369$1.65B0.29%−428,105−7.3%Reduced
Eagle Capital Management LLC4,960,306$1.51B4.69%−77,602−1.5%Reduced
Viking Global Investors LPSuperinvestorViking Global Investors4,914,896$1.49B3.96%+970,530+24.6%Added
Point72 Asset Management, L.P.4,664,632$1.42B2.22%+2,850,380+157.1%Added
Clearbridge Investments, LLC4,414,472$1.34B1.07%+140,784+3.3%Added
Harding Loevner LP4,336,799$1.32B11.60%−824,056−16.0%Reduced
Ameriprise Financial Inc4,284,103$1.30B0.29%−8,803−0.2%Reduced
Wells Fargo & Company4,267,222$1.30B0.25%+230,899+5.7%Added
Russell Investments Group, Ltd.4,170,751$1.27B1.38%−374,407−8.2%Reduced
Tiger Global Management LLCSuperinvestorTiger Global Management3,725,474$1.13B3.81%−852,900−18.6%Reduced
Invesco Ltd.3,721,823$1.13B0.11%+40,842+1.1%Added
Dimensional Fund Advisors LP3,605,351$1.10B0.23%+13,117+0.4%Added
Envestnet Asset Management Inc3,538,545$1.08B0.32%−303,971−7.9%Reduced
Lazard Asset Management LLC3,249,879$987.6M1.68%−1,308,690−28.7%Reduced
Capital Research Global Investors3,215,353$976.8M0.18%+1,281,648+66.3%Added
Jane Street Group, LLC3,202,610$973.2M1.15%−1,123,213−26.0%Reduced
Barclays PLC3,123,756$949.3M0.38%−2,126,423−40.5%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital3,052,400$927.6M6.81%00.0%Unchanged
Voya Investment Management LLC3,007,536$913.3M0.90%+126,659+4.4%Added
Citadel Advisors LLC2,992,625$909.4M0.62%+2,481,031+485.0%Added
D. E. Shaw & Co., Inc.2,951,420$896.9M0.68%+1,271,785+75.7%Added
Cantillon Capital Management LLC2,829,278$859.8M4.65%+21,307+0.8%Added
1832 Asset Management L.P.2,817,888$856.3M1.08%+187,345+7.1%Added
Nomura Asset Management International Inc.2,683,573$815.5M1.23%+2,683,573New
Raymond James Financial Inc2,677,162$813.6M0.25%+97,381+3.8%Added
Nuveen, LLC2,528,294$768.3M0.20%−154,963−5.8%Reduced
Windacre Partnership LLC2,483,100$754.6M8.09%−344,000−12.2%Reduced
Fayez Sarofim & Co2,470,929$750.9M1.80%+437,465+21.5%Added
Manufacturers Life Insurance Company, The2,447,682$743.5M0.61%+8,141+0.3%Added
Soroban Capital Partners LP2,643,064$738.2M5.40%+798,830+43.3%Added
Natixis Advisors, L.P.2,361,947$717.8M1.02%−96,744−3.9%Reduced
SEI Investments Co2,317,121$704.2M0.70%+370,625+19.0%Added
Deutsche Bank AG2,264,367$688.1M0.22%+1,098,727+94.3%Added
Citigroup Inc2,195,829$667.3M0.45%−660,282−23.1%Reduced
Driehaus Capital Management LLC2,163,564$657.5M4.47%−79,824−3.6%Reduced
Arrowstreet Capital, Limited Partnership2,159,562$656.3M0.38%−641,578−22.9%Reduced
Stockbridge Partners LLC2,120,920$644.5M14.19%−7,533−0.4%Reduced
T. Rowe Price Investment Management, Inc.2,093,115$636.1M0.40%+1,313,917+168.6%Added
Principal Financial Group Inc2,079,254$631.9M0.32%−329,157−13.7%Reduced
Saturna Capital CORP2,041,106$620.3M8.23%−98,334−4.6%Reduced
LPL Financial LLC2,029,314$616.7M0.17%+171,467+9.2%Added
BlueSpruce Investments, LP2,013,338$611.8M15.61%−496,796−19.8%Reduced
Ninety One UK Ltd2,012,887$611.7M1.31%−76,209−3.6%Reduced
Softbank Group Corp1,985,000$603.2M3.90%00.0%Unchanged
Royal London Asset Management Ltd1,901,587$577.9M1.22%+2,978+0.2%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.1,892,677$575.1M0.66%+848,037+81.2%Added
HSBC Holdings PLC1,806,757$569.2M0.32%+430,676+31.3%Added
GQG Partners LLC1,832,009$556.7M0.92%−1,663,791−47.6%Reduced
Comgest Global Investors S.A.S.1,719,123$522.4M9.31%−402,507−19.0%Reduced
Marshall Wace, LLP1,707,306$518.8M0.50%+1,364,257+397.7%Added
Mirova US LLC1,680,068$510.6M5.13%−52,353−3.0%Reduced
Two Sigma Advisers, LP1,662,600$505.2M0.98%+1,266,000+319.2%Added
Maverick Capital LtdSuperinvestorMaverick Capital1,658,650$504.0M5.41%+639,178+62.7%Added
Legal & General Group Plc1,651,273$501.8M0.11%+100,090+6.5%Added
Bessemer Group Inc1,651,162$501.8M0.77%+666,984+67.8%Added
Life Cycle Investment Partners Ltd1,629,416$495.2M3.46%+1,629,416New
Altshuler Shaham Ltd1,585,930$481.9M7.36%−544,220−25.5%Reduced
Amundi1,539,682$467.9M0.13%−62,266−3.9%Reduced
AMF Pensionsforsakring AB1,534,615$466.4M2.89%−54,171−3.4%Reduced
Swedbank AB1,482,023$450.4M0.44%+2,685+0.2%Added
FIL Ltd1,459,825$443.6M0.33%+69,276+5.0%Added
Vontobel Holding Ltd.1,422,027$432.1M1.42%−535,576−27.4%Reduced
Ruane, Cunniff & Goldfarb L.P.1,421,721$432.0M6.75%−460,000−24.4%Reduced
Magellan Asset Management Ltd1,401,158$425.8M5.18%−105,047−7.0%Reduced
Baillie Gifford & Co1,336,491$406.1M0.34%−227,569−14.5%Reduced
Allspring Global Investments Holdings, LLC1,265,224$404.4M0.66%−132,308−9.5%Reduced
Victory Capital Management Inc1,327,921$403.5M0.23%+1,095,239+470.7%Added
Lansdowne Partners (UK) LLP1,325,284$402.7M29.53%−94,031−6.6%Reduced