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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
Duquesne Family Office LLCSuperinvestorDuquesne Family Office543,085$165.0M3.91%−222,000−29.0%Reduced
La Banque Postale Asset Management SA541,521$164.6M1.91%−16,686−3.0%Reduced
B. Metzler seel. Sohn & Co. AG536,041$161.7M1.41%+30,453+6.0%Added
Metropolis Capital Ltd529,732$161.0M5.14%−127,550−19.4%Reduced
Causeway Capital Management LLC511,720$155.5M2.14%+3,969+0.8%Added
SRS Investment Management, LLC508,726$154.6M1.63%−284,133−35.8%Reduced
Northwestern Mutual Wealth Management Co507,974$154.4M0.10%+167,369+49.1%Added
Bank Julius Baer & Co. Ltd, Zurich506,961$153.6M0.42%+137,047+37.0%Added
Quadrature Capital Ltd494,492$150.3M1.53%+494,492New
Epoch Investment Partners, Inc.493,234$149.9M0.85%−51,937−9.5%Reduced
Milford Funds Ltd492,795$149.8M2.94%+492,795New
Vident Advisory, LLC491,802$149.5M1.40%+44,914+10.1%Added
Mairs & Power Inc486,547$147.9M1.42%−8,718−1.8%Reduced
Agf Management Ltd483,175$146.8M0.64%+16,850+3.6%Added
Cookson Peirce & Co Inc458,893$139.5M5.78%−8,673−1.9%Reduced
Clark Capital Management Group, Inc.458,654$139.4M0.86%+3,173+0.7%Added
MML Investors Services, LLC454,813$138.2M0.34%+23,375+5.4%Added
North of South Capital LLP453,780$137.9M12.39%−2,565−0.6%Reduced
Evelyn Partners Investment Management LLP450,249$136.8M3.78%−44,298−9.0%Reduced
Westfield Capital Management Co LP446,195$135.6M0.56%−21,203−4.5%Reduced
Truist Financial Corp435,189$132.2M0.18%+4,282+1.0%Added
Oversea-Chinese Banking CORP Ltd432,969$131.4M3.63%−76,420−15.0%Reduced
EFG International AG429,397$130.1M2.52%+429,397New
Phoenix Holdings Ltd.442,898$130.0M1.41%+8,489+2.0%Added
Third Point LLCSuperinvestorThird Point425,000$129.2M1.78%−675,000−61.4%Reduced
Sumitomo Mitsui Trust Holdings, Inc.423,334$128.6M0.08%−13,527−3.1%Reduced
Clal Insurance Enterprises Holdings Ltd418,025$127.0M0.82%+250.0%Added
Blue Whale Capital LLP410,748$124.8M6.41%−306,952−42.8%Reduced
UBS Asset Management Americas Inc410,565$124.8M0.03%+410,565New
Grantham, Mayo, Van Otterloo & Co. LLC407,315$123.8M0.32%+240,087+143.6%Added
Scotia Capital Inc.404,523$122.9M0.49%+52,817+15.0%Added
Advent International Corp403,000$122.5M2.53%−45,295−10.1%Reduced
Chicago Capital, LLC396,907$120.6M2.98%+649+0.2%Added
Avala Global LP395,399$120.2M5.75%00.0%Unchanged
Analog Century Management LP394,038$119.7M5.89%−11,330−2.8%Reduced
Soma Equity Partners LP386,132$117.3M6.85%+38,799+11.2%Added
US Bancorp383,287$116.5M0.14%+651+0.2%Added
Janney Montgomery Scott LLC383,129$116.4M0.27%+23,996+6.7%Added
BIT Capital GmbH382,751$116.3M5.07%+4,572+1.2%Added
O'Shaughnessy Asset Management, LLC381,561$116.0M0.64%+8,207+2.2%Added
Johnson Investment Counsel Inc381,510$115.9M0.95%−9,159−2.3%Reduced
Parnassus Investments376,999$114.6M0.30%−15,106−3.9%Reduced
Banque Pictet & Cie SA375,758$114.1M1.14%−179,186−32.3%Reduced
Alpha Cubed Investments, LLC372,811$113.3M3.88%−19,459−5.0%Reduced
Commonwealth Equity Services, LLC367,362$111.6M0.15%−35,748−8.9%Reduced
Varma Mutual Pension Insurance Co364,600$110.8M0.67%00.0%Unchanged
Headwater Capital Co Ltd364,000$110.6M23.00%+52,000+16.7%Added
CI Private Wealth, LLC360,399$109.5M0.15%−7,741−2.1%Reduced
LGT Capital Partners Ltd.359,829$109.3M5.42%−30,198−7.7%Reduced
Nikko Asset Management Americas, Inc.357,628$108.7M1.26%−20,447−5.4%Reduced
Kinetic Partners Management, LP350,934$106.6M5.17%−11,920−3.3%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management349,858$106.3M1.43%+213,766+157.1%Added
Advisor Group Holdings, Inc.342,359$104.1M0.15%−61,687−15.3%Reduced
Perpetual Ltd342,284$104.0M1.50%+107,713+45.9%Added
M&G Plc341,062$103.7M0.53%+1,196+0.4%Added
Strategy Capital LLC338,443$102.8M7.58%−39,262−10.4%Reduced
M&T Bank Corp333,892$101.5M0.33%+2,572+0.8%Added
Boston Common Asset Management, LLC331,889$100.9M6.08%−75,222−18.5%Reduced
Diamond Hill Capital Management Inc327,979$99.7M0.51%00.0%Unchanged
Pictet Asset Management Holding SA327,780$99.6M0.10%−273,558−45.5%Reduced
Senator Investment Group LP324,500$98.6M3.95%+139,487+75.4%Added
WT Asset Management Ltd320,892$97.5M3.87%−129,197−28.7%Reduced
Factory Mutual Insurance Co317,975$96.6M0.98%+29,650+10.3%Added
Federation des caisses Desjardins du Quebec316,797$96.3M0.37%−51,769−14.0%Reduced
Walleye Capital LLC316,016$96.0M0.55%−125,495−28.4%Reduced
FengHe Fund Management Pte. Ltd.314,940$95.7M5.39%−38,960−11.0%Reduced
Generate Investment Management Ltd312,229$94.9M4.33%+163,564+110.0%Added
HughesLittle Investment Management Ltd.311,670$94.7M15.69%−6,375−2.0%Reduced
Steadfast Capital Management LP309,917$94.2M1.65%−147,500−32.2%Reduced
Hardman Johnston Global Advisors LLC308,792$93.8M4.47%+3,720+1.2%Added
Trajan Wealth LLC308,505$93.8M3.91%+6,959+2.3%Added
Harvard Management Co Inc306,796$93.2M4.48%+95,006+44.9%Added
Toroso Investments, LLC303,239$92.2M0.39%+67,269+28.5%Added
Rhumbline Advisers301,915$91.7M0.07%−38,832−11.4%Reduced
LMR Partners LLP300,097$91.2M0.88%+77,545+34.8%Added
Danske Bank A/S298,811$90.8M0.21%−2,922−1.0%Reduced
Pictet & Cie (Europe) SA297,971$90.5M1.81%−153,728−34.0%Reduced
Huntington National Bank293,928$89.3M0.54%+45,639+18.4%Added
Groupe la Francaise289,151$87.8M1.28%−84,493−22.6%Reduced
IMC-Chicago, LLC288,944$87.8M1.54%+275,423+2,037.0%Added
Stony Point Capital LLC287,980$87.5M6.45%+7,234+2.6%Added
TOMS Capital Investment Management LP287,700$87.4M6.09%+97,700+51.4%Added
Capital International Inc286,812$87.2M0.69%−19,190−6.3%Reduced
Ami Asset Management Corp286,399$87.0M4.93%+67,955+31.1%Added
NorthCrest Asset Manangement, LLC268,191$86.4M1.93%+962+0.4%Added
Veritas Investment Partners (UK) Ltd.283,196$86.1M1.82%+275,986+3,827.8%Added
Abn Amro Investment Solutions282,431$85.8M1.27%+118,690+72.5%Added
Dundas Partners LLP282,161$85.7M6.04%−284−0.1%Reduced
Nomura Asset Management Co Ltd280,103$85.1M0.22%−3,274−1.2%Reduced
Mondrian Investment Partners LTD279,667$85.0M1.40%−3,302−1.2%Reduced
NLB Skladi, upravljanje premozenja, d.o.o.276,862$84.1M3.85%+276,862New
Guinness Asset Management LTD282,236$84.1M1.36%−42,489−13.1%Reduced
Exor Capital LLP274,878$83.5M1.47%+69,878+34.1%Added
National Philanthropic Trust273,667$83.2M0.82%−8,589−3.0%Reduced
Formuepleje A/S272,819$82.9M4.95%−32,045−10.5%Reduced
Suvretta Capital Management, LLC271,401$82.5M2.06%−5,800−2.1%Reduced
Crossmark Global Holdings, Inc.270,292$82.1M1.18%−44,059−14.0%Reduced
Susquehanna International Group, LLP269,907$82.0M0.11%−1,129,368−80.7%Reduced
Wilkinson Global Asset Management LLC269,372$81.9M5.59%−18,478−6.4%Reduced
Light Street Capital Management, LLC268,392$81.6M12.55%−20,703−7.2%Reduced