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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, 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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,309,077$397.8M0.35%−1,353,814−50.8%Reduced
Alphinity Investment Management Pty Ltd1,291,320$392.4M3.97%−334,232−20.6%Reduced
Neuberger Berman Group LLC1,287,460$390.3M0.29%+206,574+19.1%Added
Bahl & Gaynor Inc1,283,432$390.0M1.97%+463,514+56.5%Added
Millennium Management LLC1,280,169$389.0M0.28%+586,548+84.6%Added
LGT Group Foundation1,297,554$388.7M4.24%−96,719−6.9%Reduced
Balyasny Asset Management LLC1,276,232$387.8M0.73%−112,070−8.1%Reduced
Mirae Asset Global Investments Co., Ltd.1,234,524$375.2M1.04%+71,472+6.1%Added
Robeco Institutional Asset Management B.V.1,229,340$373.6M0.53%−111,800−8.3%Reduced
Voyager Global Management LP1,225,000$372.3M10.89%+50,000+4.3%Added
H&H International Investment, LLCSuperinvestorH&H International Investment1,224,384$372.1M2.13%+964,400+370.9%Added
Altimeter Capital Management, LPSuperinvestorAltimeter Capital1,219,227$370.5M5.56%+150,550+14.1%Added
Thrivent Financial for Lutherans1,214,419$369.0M0.65%+21,492+1.8%Added
Rafferty Asset Management, LLC1,212,821$368.6M1.27%−96,491−7.4%Reduced
Migdal Insurance & Financial Holdings Ltd.1,207,805$368.0M3.16%−8,095−0.7%Reduced
Harel Insurance Investments & Financial Services Ltd.1,206,849$366.7M3.18%+8,085+0.7%Added
Canoe Financial LP1,198,170$364.1M4.95%−146,003−10.9%Reduced
CIBC World Markets Inc.1,192,000$362.2M0.65%−26,532−2.2%Reduced
Lord, Abbett & Co. LLC1,177,220$357.7M1.10%−8,333−0.7%Reduced
Holocene Advisors, LP1,173,701$356.7M0.75%+549,176+87.9%Added
Renaissance Technologies LLC1,167,280$354.7M0.55%−175,640−13.1%Reduced
Optiver Holding B.V.1,164,716$353.9M6.40%+846,165+265.6%Added
Great West Life Assurance Co1,153,248$350.7M0.61%−218,939−16.0%Reduced
Allianz Asset Management GmbH1,136,358$345.3M0.40%+9,011+0.8%Added
Appaloosa LPSuperinvestorAppaloosa1,130,000$343.4M5.01%+70,000+6.6%Added
SurgoCap Partners LP1,109,583$337.2M9.33%−180,987−14.0%Reduced
Man Group plc1,097,577$333.5M0.64%−63,675−5.5%Reduced
BNP Paribas Arbitrage, SA1,088,855$330.9M0.21%+257,764+31.0%Added
The PNC Financial Services Group, Inc.1,088,374$330.7M0.18%+91,138+9.1%Added
London & Capital Asset Management Ltd1,061,011$322.4M3.35%+913,043+617.1%Added
Himension Fund1,057,000$321.2M19.83%−117,427−10.0%Reduced
Rathbone Brothers plc1,018,629$309.6M1.21%+77,053+8.2%Added
Select Equity Group, L.P.1,013,739$308.1M1.43%−1,204,426−54.3%Reduced
Credit Agricole S A989,994$300.8M0.83%+37,306+3.9%Added
Axiom Investors LLC979,413$297.6M2.61%−28,936−2.9%Reduced
Ci Investments Inc.979,393$297.6M1.30%−7,961−0.8%Reduced
Trinity Street Asset Management LLP966,824$293.8M18.46%−24,940−2.5%Reduced
Kempen Capital Management N.V.950,713$288.9M2.47%−143,852−13.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.945,331$287.2M0.43%+139,070+17.2%Added
Stifel Financial Corp940,096$285.7M0.26%+18,354+2.0%Added
Danica Pension, Livsforsikringsaktieselskab930,181$282.7M4.07%+96,196+11.5%Added
Dorsal Capital Management, LLC925,000$281.1M9.88%00.0%Unchanged
Public Employees Retirement System of Ohio906,466$275.5M0.86%−112,003−11.0%Reduced
Connor, Clark & Lunn Investment Management Ltd.901,261$273.9M0.72%+385,656+74.8%Added
State Street Corp898,780$273.7M0.01%−30,422−3.3%Reduced
SG Americas Securities, LLC873,000$265.3M0.35%+576,002+193.9%Added
Rockefeller Capital Management L.P.872,099$265.0M0.48%+123,078+16.4%Added
Two Sigma Investments, LP868,449$263.9M0.39%+4,022+0.5%Added
Noked Israel Ltd866,900$263.4M42.24%−30,910−3.4%Reduced
Bank of Montreal846,190$257.1M0.11%+60,656+7.7%Added
Manning & Napier Advisors LLC828,016$251.6M3.27%−164,243−16.6%Reduced
Baird Financial Group, Inc.827,915$251.6M0.39%−17,728−2.1%Reduced
XN LP813,866$247.3M6.93%−68,889−7.8%Reduced
Loomis Sayles & Co L P786,747$239.1M0.29%−65,011−7.6%Reduced
State of Tennessee, Treasury Department718,960$237.7M0.76%+718,960New
HighTower Advisors, LLC780,611$237.2M0.26%+4,941+0.6%Added
New York State Common Retirement Fund777,749$236.4M0.32%−666,865−46.2%Reduced
Candriam Luxembourg S.C.A.763,801$232.1M1.16%−107,061−12.3%Reduced
Artisan Partners Limited Partnership763,089$231.9M0.35%−90,846−10.6%Reduced
C WorldWide Group Holding A/S758,261$230.4M4.02%−13,509−1.8%Reduced
Menora Mivtachim Holdings Ltd.757,344$230.1M1.08%−339,387−30.9%Reduced
Public Employees Retirement Association of Colorado754,800$229.4M0.84%00.0%Unchanged
ARK Investment Management LLCSuperinvestorARK Invest748,580$227.5M1.51%+6,552+0.9%Added
Geode Capital Management, LLC747,801$227.2M0.01%+32,623+4.6%Added
Locust Wood Capital Advisers, LLC741,845$225.4M5.64%−92,621−11.1%Reduced
Flossbach Von Storch AG737,228$224.0M0.89%−20,742−2.7%Reduced
National Bank of Canada736,458$223.8M0.23%−49,958−6.4%Reduced
Cetera Investment Advisers728,701$221.4M0.24%+12,680+1.8%Added
Vaughan Nelson Investment Management, L.P.720,480$218.9M2.14%−192,475−21.1%Reduced
Capital Fund Management S.A.706,378$214.7M2.03%+548,197+346.6%Added
DnB Asset Management AS691,064$210.0M0.73%−544,260−44.1%Reduced
Intermede Investment Partners Ltd670,538$203.8M8.37%−27,099−3.9%Reduced
Aviva PLC668,807$203.2M0.34%−42,770−6.0%Reduced
ARGA Investment Management, LP668,021$203.0M5.54%−310.0%Reduced
Prime Capital Management Co Ltd663,808$201.7M23.96%00.0%Unchanged
DekaBank Deutsche Girozentrale1,327,786$201.5M0.38%00.0%Unchanged
Montrusco Bolton Investments Inc.698,967$200.4M2.50%−9,264−1.3%Reduced
Alyeska Investment Group, L.P.659,462$200.4M0.57%+659,462New
Fort Washington Investment Advisors Inc653,703$198.7M1.06%+1,656+0.3%Added
Marsico Capital Management LLC648,181$197.0M5.48%−115,203−15.1%Reduced
Thornburg Investment Management Inc644,259$195.8M2.47%−20,317−3.1%Reduced
First Trust Advisors LP635,393$193.1M0.14%−189,542−23.0%Reduced
Bamco Inc634,652$192.9M0.52%+28,740+4.7%Added
Federated Hermes, Inc.627,527$190.7M0.32%+8,910+1.4%Added
Handelsbanken Fonder AB615,400$187.0M0.57%−25,000−3.9%Reduced
Nomura Holdings Inc615,151$186.9M0.53%−1,367,633−69.0%Reduced
TD Asset Management Inc608,198$184.8M0.15%−82,809−12.0%Reduced
Creative Planning605,653$184.1M0.13%+38,726+6.8%Added
Whale Rock Capital Management LLC592,941$180.2M2.30%−133,862−18.4%Reduced
Carrhae Capital LLP588,459$178.8M11.92%+392,127+199.7%Added
AustralianSuper Pty Ltd586,468$178.2M0.83%−46,297−7.3%Reduced
CIBC Private Wealth Group, LLC584,987$177.8M0.30%+20,094+3.6%Added
Samlyn Capital, LLC582,423$177.0M2.82%+582,423New
Kames Capital plc576,072$175.0M2.08%−17,859−3.0%Reduced
Union Bancaire Privee, UBP SA610,826$172.6M2.87%+21,997+3.7%Added
Quilter Plc566,259$172.1M2.89%−36,763−6.1%Reduced
Summitry LLC565,581$171.9M7.16%−22,770−3.9%Reduced
Mariner, LLC562,632$170.9M0.20%+17,554+3.2%Added
Assetmark, Inc552,765$168.0M0.34%+39,993+7.8%Added
Cerity Partners LLC552,566$167.9M0.24%−7,511−1.3%Reduced