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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,586 | $363.1B |
| Q1 2026 | 3,286 | $259.3B |
| Q4 2025 | 3,128 | $239.7B |
| Q3 2025 | 2,801 | $227.0B |
| Q2 2025 | 2,645 | $185.8B |
| Q1 2025 | 2,444 | $135.8B |
| Q4 2024 | 2,468 | $165.2B |
| Q3 2024 | 2,193 | $141.4B |
| Q2 2024 | 2,106 | $145.1B |
| Q1 2024 | 1,914 | $114.9B |
| Q4 2023 | 1,682 | $89.6B |
| Q3 2023 | 1,526 | $73.6B |
| Q2 2023 | 1,568 | $86.4B |
| Q1 2023 | 1,500 | $79.7B |
| Q4 2022 | 1,401 | $63.2B |
| Q3 2022 | 1,304 | $59.7B |
| Q2 2022 | 1,380 | $71.2B |
| Q1 2022 | 1,477 | $90.6B |
| Q4 2021 | 1,498 | $104.1B |
| Q3 2021 | 1,379 | $95.6B |
| Q2 2021 | 1,363 | $103.4B |
| Q1 2021 | 1,354 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allen Investment Management LLC | 268,160 | $81.5M | 0.90% | +59,475+28.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 266,382 | $81.0M | 0.21% | +11,260+4.4% | Added |
| McDaniel Terry & Co | 264,711 | $80.4M | 7.00% | −21,430−7.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 236,527 | $78.8M | 0.11% | +11,538+5.1% | Added |
| Ninety One North America, Inc. | 257,068 | $78.1M | 3.17% | −48,872−16.0% | Reduced |
| Modera Wealth Management, LLC | 256,958 | $78.1M | 0.90% | −7,295−2.8% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 256,576 | $78.0M | 3.56% | −11,435−4.3% | Reduced |
| Sapient Capital LLC | 259,091 | $77.8M | 1.09% | +108,394+71.9% | Added |
| Banque Transatlantique SA | 253,294 | $77.5M | 1.88% | +188,932+293.5% | Added |
| GWM Advisors LLC | 251,993 | $76.6M | 0.28% | +75,989+43.2% | Added |
| Meridiem Capital Partners LP | 250,152 | $76.0M | 4.77% | +56,697+29.3% | Added |
| MAI Capital Management | 249,858 | $75.9M | 0.44% | −13,459−5.1% | Reduced |
| BLI - Banque de Luxembourg Investments | 251,800 | $75.5M | 2.21% | +5,400+2.2% | Added |
| Capital Group Private Client Services, Inc. | 247,454 | $75.2M | 1.20% | −11,671−4.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 242,836 | $73.8M | 4.18% | −2,432−1.0% | Reduced |
| Lido Advisors, LLC | 260,537 | $73.6M | 0.29% | +3,070+1.2% | Added |
| Oribel Capital Management, LP | 241,700 | $73.5M | 7.16% | +234,300+3,166.2% | Added |
| Cornerstone Investment Partners, LLC | 240,535 | $73.1M | 2.83% | +240,535 | New |
| Optimus Prime Fund Management Co., Ltd. | 240,000 | $72.9M | 5.88% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 239,148 | $72.7M | 0.17% | −74,011−23.6% | Reduced |
| Triodos Investment Management BV | 241,453 | $72.3M | 5.23% | −10,400−4.1% | Reduced |
| Jones Financial Companies LLLP | 237,910 | $72.3M | 0.04% | +38,128+19.1% | Added |
| Cullen Capital Management LLC | 237,805 | $72.3M | 0.79% | −13,269−5.3% | Reduced |
| Tredje AP-fonden | 237,173 | $72.1M | 0.54% | −142,825−37.6% | Reduced |
| Evergreen Quality Fund GP, Ltd. | 236,840 | $72.0M | 1.42% | +236,840 | New |
| Thomasville National Bank | 236,626 | $71.9M | 4.46% | −23,588−9.1% | Reduced |
| HGK Asset Management Inc | 235,503 | $71.6M | 10.60% | −1,800−0.8% | Reduced |
| Sculptor Capital LP | 233,000 | $70.8M | 0.85% | +68,500+41.6% | Added |
| Crow's Nest Holdings LP | 230,500 | $70.0M | 15.95% | −4,150−1.8% | Reduced |
| iA Global Asset Management Inc. | 227,501 | $69.1M | 0.88% | +41,850+22.5% | Added |
| Insight Holdings Group, LLC | 225,225 | $68.4M | 5.12% | +12,195+5.7% | Added |
| Quantinno Capital Management LP | 225,222 | $68.4M | 0.14% | +50,315+28.8% | Added |
| Ovata Capital Management Ltd | 218,258 | $67.3M | 8.20% | 00.0% | Unchanged |
| Main Street Research LLC | 218,147 | $66.5M | 3.80% | −2,724−1.2% | Reduced |
| Jefferies Financial Group Inc. | 218,656 | $66.4M | 0.54% | −2,314−1.0% | Reduced |
| Davidson Investment Advisors | 216,638 | $65.8M | 2.74% | −456−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 216,295 | $65.7M | 0.33% | −129,996−37.5% | Reduced |
| Advisors Capital Management, LLC | 214,895 | $65.3M | 0.77% | −18,351−7.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 215,838 | $65.3M | 0.20% | +215,838 | New |
| Hudson Bay Capital Management LP | 213,473 | $64.9M | 0.37% | −507,458−70.4% | Reduced |
| KBC Group NV | 212,124 | $64.5M | 0.15% | −17,775−7.7% | Reduced |
| Kestra Advisory Services, LLC | 209,278 | $63.6M | 0.26% | +51,720+32.8% | Added |
| Fulton Breakefield Broenniman LLC | 208,871 | $63.5M | 4.01% | −4,232−2.0% | Reduced |
| Bornite Capital Management LP | 206,600 | $62.8M | 6.13% | +106,600+106.6% | Added |
| Sanctuary Advisors, LLC | 205,509 | $62.5M | 0.34% | +22,021+12.0% | Added |
| BNP Paribas | 205,319 | $62.4M | 1.79% | +22,469+12.3% | Added |
| Todd Asset Management LLC | 204,789 | $62.2M | 1.21% | −2,664−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 203,144 | $61.7M | 0.13% | +153,661+310.5% | Added |
| Trybe Capital Management LP | 202,276 | $61.5M | 11.05% | 00.0% | Unchanged |
| Lockheed Martin Investment Management Co | 200,900 | $61.1M | 2.04% | +23,000+12.9% | Added |
| Coalescence Partners Investment Management, LP | 200,884 | $61.0M | 14.38% | 00.0% | Unchanged |
| Polen Capital Management LLC | 200,593 | $61.0M | 0.26% | +23,534+13.3% | Added |
| Capstone Investment Advisors, LLC | 199,664 | $60.7M | 0.49% | +185,230+1,283.3% | Added |
| Contrarius Group Holdings Ltd | 197,928 | $60.1M | 2.92% | −127,461−39.2% | Reduced |
| Kadensa Capital Ltd | 197,568 | $60.0M | 6.23% | +28,215+16.7% | Added |
| Captrust Financial Advisors | 192,502 | $58.5M | 0.11% | +5,614+3.0% | Added |
| Generation Investment Management LLP | 192,192 | $58.4M | 0.41% | −50,778−20.9% | Reduced |
| Pathstone Holdings, LLC | 190,864 | $58.0M | 0.22% | +17,264+9.9% | Added |
| Zweig-DiMenna Associates LLC | 190,920 | $58.0M | 4.12% | −1,550−0.8% | Reduced |
| Joho Capital LLC | 190,100 | $57.8M | 12.33% | −59,000−23.7% | Reduced |
| Colony Group, LLC | 190,504 | $57.7M | 0.07% | +83,009+77.2% | Added |
| Qube Research & Technologies Ltd | 187,415 | $57.0M | 0.08% | +18,414+10.9% | Added |
| Mawer Investment Management Ltd. | 186,670 | $56.7M | 0.32% | −27,725−12.9% | Reduced |
| Exchange Traded Concepts, LLC | 186,382 | $56.6M | 0.47% | +70,450+60.8% | Added |
| Wedgewood Partners Inc | 184,661 | $56.1M | 10.48% | −4,621−2.4% | Reduced |
| Varenne Capital Partners | 182,745 | $55.6M | 11.56% | +182,745 | New |
| Pictet North America Advisors SA | 182,058 | $55.3M | 5.25% | +2,311+1.3% | Added |
| Brandes Investment Partners, LP | 181,617 | $55.2M | 0.42% | −3,811−2.1% | Reduced |
| Fernbridge Capital Management LP | 180,401 | $54.8M | 2.69% | +38,141+26.8% | Added |
| AIA Group Ltd | 179,769 | $54.6M | 0.82% | +170,247+1,787.9% | Added |
| Clear Street Markets LLC | 176,900 | $53.8M | 9.60% | +155,500+726.6% | Added |
| Tudor Investment Corp Et Al | 176,557 | $53.7M | 0.29% | −60,148−25.4% | Reduced |
| Summit Partners Public Asset Management, LLC | 176,500 | $53.6M | 1.51% | −128,725−42.2% | Reduced |
| Infinitum Asset Management, LLC | 175,000 | $53.2M | 7.87% | 00.0% | Unchanged |
| Newbrook Capital Advisors LP | 170,943 | $51.9M | 6.51% | −69,395−28.9% | Reduced |
| Silvercrest Asset Management Group LLC | 170,862 | $51.9M | 0.36% | −8,567−4.8% | Reduced |
| Moore Capital Management, LP | 170,421 | $51.8M | 1.06% | +57,126+50.4% | Added |
| Erste Asset Management GmbH | 171,465 | $51.8M | 0.43% | −1,953−1.1% | Reduced |
| Blue Grotto Capital, LLC | 169,896 | $51.6M | 5.31% | +28,794+20.4% | Added |
| ICONIQ Capital, LLC | 167,925 | $51.0M | 0.77% | −112,387−40.1% | Reduced |
| Trillium Asset Management, LLC | 165,985 | $51.0M | 1.56% | −28,732−14.8% | Reduced |
| Raiffeisen Bank International AG | 170,071 | $50.9M | 0.66% | +4,315+2.6% | Added |
| Titan Investment Solutions Ltd | 166,825 | $50.7M | 6.10% | +166,825 | New |
| Warren Averett Asset Management, LLC | 166,287 | $50.5M | 0.41% | −10,055−5.7% | Reduced |
| Deprince Race & Zollo Inc | 164,931 | $50.1M | 0.96% | −2,935−1.7% | Reduced |
| Mercer Global Advisors Inc | 184,822 | $49.9M | 0.08% | +25,038+15.7% | Added |
| Dock Street Asset Management Inc | 163,198 | $49.6M | 4.54% | +49,698+43.8% | Added |
| Liontrust Investment Partners LLP | 162,064 | $49.2M | 0.73% | −27,827−14.7% | Reduced |
| New Age Alpha Advisors, LLC | 161,200 | $49.0M | 2.12% | −35,000−17.8% | Reduced |
| Sirios Capital Management L P | 160,075 | $48.6M | 6.06% | −101,763−38.9% | Reduced |
| Night Owl Capital Management, LLC | 159,593 | $48.5M | 5.32% | +2,282+1.5% | Added |
| Storebrand Asset Management AS | 157,702 | $47.9M | 0.13% | +540.0% | Added |
| Moran Wealth Management, LLC | 156,484 | $47.6M | 1.46% | −18,684−10.7% | Reduced |
| Ardmore Road Asset Management LP | 156,335 | $47.5M | 3.60% | −43,665−21.8% | Reduced |
| Capital International Sarl | 156,291 | $47.5M | 0.76% | +2,056+1.3% | Added |
| Wedbush Fund Advisers, LLC | 155,349 | $47.2M | 4.88% | +155,349 | New |
| J. L. Bainbridge & Co., Inc. | 155,295 | $47.2M | 3.86% | −2,468−1.6% | Reduced |
| Academy Capital Management Inc | 154,344 | $46.9M | 6.23% | −926−0.6% | Reduced |
| Nwi Management LP | 153,000 | $46.5M | 2.84% | +153,000 | New |
| Norris Perne & French LLP | 150,953 | $45.9M | 3.03% | −1,645−1.1% | Reduced |