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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
GuoLine Advisory Pte Ltd150,700$45.8M4.21%00.0%Unchanged
Provident Investment Management, Inc.149,416$45.4M4.13%+26,829+21.9%Added
State of Michigan Retirement System148,200$45.0M0.22%00.0%Unchanged
Harvest Fund Management Co., Ltd187,363$44.9M1.69%+6,743+3.7%Added
Laird Norton Trust Company, LLC145,945$44.5M0.92%+145,945New
Benchstone Capital Management LP146,244$44.4M5.01%+48,663+49.9%Added
Albar Capital Partners LLP145,918$44.3M10.48%−28,895−16.5%Reduced
Asset Management One Co.,Ltd.147,314$44.3M0.12%−14,780−9.1%Reduced
Standard Life Aberdeen plc145,834$44.3M0.07%−24,360−14.3%Reduced
Grimes & Company, Inc.144,428$43.9M1.05%−16,869−10.5%Reduced
Schwartz Investment Counsel Inc144,350$43.9M1.53%00.0%Unchanged
Verition Fund Management LLC143,925$43.7M0.24%+84,825+143.5%Added
TCW Group Inc143,735$43.7M0.31%−6,231−4.2%Reduced
Snowden Capital Advisors LLC141,785$43.2M1.12%−860−0.6%Reduced
Maplelane Capital, LLC142,000$43.2M2.45%+142,000New
CCLA Investment Management Ltd141,341$42.9M0.69%−1,089−0.8%Reduced
Atria Investments LLC139,312$42.3M0.48%+1,160+0.8%Added
Choate Investment Advisors138,761$42.2M0.83%+14,886+12.0%Added
Mar Vista Investment Partners LLC138,116$42.0M3.85%+138,116New
Milestones Administradora de Recursos Ltda.138,036$41.9M13.85%00.0%Unchanged
ABN AMRO Bank N.V.138,158$41.8M0.39%−8,211−5.6%Reduced
Oppenheimer Asset Management Inc.137,028$41.6M0.51%+6,227+4.8%Added
Davy Global Fund Management Ltd136,872$41.6M2.87%−28,811−17.4%Reduced
Twin Peaks Capital Ltd135,770$41.3M52.31%+135,770New
Cardinal Capital Management, Inc.98,806$41.2M0.92%+28,454+40.4%Added
Brinker Capital Investments, LLC135,485$41.2M0.30%−2,014−1.5%Reduced
Baskin Financial Services Inc.134,963$41.0M3.09%−375−0.3%Reduced
Sustainable Growth Advisers, LP133,526$40.6M0.28%−148,028−52.6%Reduced
Ramirez Asset Management, Inc.133,107$40.5M5.34%−2,465−1.8%Reduced
Y.D. More Investments Ltd132,513$40.3M1.93%−1,304−1.0%Reduced
Mackenzie Financial Corp133,181$39.8M0.05%−23,774−15.1%Reduced
Jordan Park Group LLC129,956$39.5M2.29%−250,139−65.8%Reduced
Teachers Retirement System of the State of Kentucky129,780$39.4M0.30%00.0%Unchanged
Penserra Capital Management LLC128,780$39.1M0.46%−2,471−1.9%Reduced
Jump Financial, LLC128,596$39.1M0.49%+40,106+45.3%Added
Kemnay Advisory Services Inc.127,911$38.9M5.86%−21,781−14.6%Reduced
Bailard, Inc.127,890$38.9M0.86%−12,239−8.7%Reduced
Cat Rock Capital Management LP127,276$38.7M5.55%−37,400−22.7%Reduced
John G Ullman & Associates Inc127,067$38.6M5.15%−8,268−6.1%Reduced
Defiance ETFs, LLC128,780$38.6M1.26%+128,780New
Wiley Bros.-Aintree Capital, LLC126,095$38.3M0.20%+25,234+25.0%Added
Diversify Advisory Services, LLC111,445$38.2M1.21%−7,638−6.4%Reduced
Earnest Partners LLC124,934$38.0M0.16%−133,592−51.7%Reduced
Oppenheimer & Co Inc124,559$37.9M0.54%−654−0.5%Reduced
Marcho Partners LLP123,464$37.5M22.78%−67,074−35.2%Reduced
Tran Capital Management, L.P.123,387$37.5M4.49%−310−0.3%Reduced
Greenleaf Trust123,271$37.5M0.34%−1,098−0.9%Reduced
Lansforsakringar Fondforvaltning AB (publ)122,223$37.1M0.18%−12,407−9.2%Reduced
Blair William & Co121,329$36.9M0.10%+25,281+26.3%Added
Edmond de Rothschild Holding S.A.121,075$36.8M0.52%+8,354+7.4%Added
Aureus Asset Management, LLC120,546$36.6M2.33%+2,344+2.0%Added
Daiwa Securities Group Inc.120,304$36.6M0.12%+22,893+23.5%Added
Jupiter Asset Management Ltd119,722$36.4M0.29%−21,024−14.9%Reduced
Guyasuta Investment Advisors Inc119,140$36.2M2.06%+31,939+36.6%Added
Promethos Capital, LLC118,795$36.1M9.84%−27,773−18.9%Reduced
Governors Lane LP118,793$36.1M3.33%+13,366+12.7%Added
First Long Island Investors, LLC118,083$35.9M2.63%+227+0.2%Added
Noesis Capital Mangement Corp117,793$35.8M5.19%−696−0.6%Reduced
JustInvest LLC117,765$35.8M0.35%+15,889+15.6%Added
Melqart Asset Management (UK) Ltd116,673$35.5M3.55%+40,548+53.3%Added
Calamos Advisors LLC115,404$35.1M0.14%−909−0.8%Reduced
Callan Family Office, LLC113,751$34.6M0.74%+44,845+65.1%Added
Kornitzer Capital Management Inc113,389$34.5M0.72%+2,375+2.1%Added
United Capital Financial Advisers, LLC113,377$34.5M0.21%+2,550+2.3%Added
Junto Capital Management LP112,969$34.3M0.77%−53,611−32.2%Reduced
Private Advisor Group, LLC112,779$34.3M0.16%+6,014+5.6%Added
TD Waterhouse Canada Inc.111,839$34.0M0.21%+2,917+2.7%Added
Banco BTG Pactual S.A.110,096$33.5M5.93%+46,564+73.3%Added
7G Capital Management, LLC110,000$33.4M20.79%00.0%Unchanged
GF Fund Management Co. Ltd.109,821$33.4M0.57%+65,712+149.0%Added
Vanguard Group Inc109,489$33.3M0.00%−8,979−7.6%Reduced
Northwest & Ethical Investments L.P.109,104$33.1M0.75%−1,616−1.5%Reduced
Polar Asset Management Partners Inc.108,416$32.9M0.65%+7,896+7.9%Added
Dodge & Cox107,800$32.8M0.02%00.0%Unchanged
Petrus Trust Company, LTA107,631$32.7M3.31%+33,531+45.3%Added
Advisory Research Inc106,654$32.4M4.07%+1,684+1.6%Added
CapWealth Advisors, LLC105,639$32.1M2.20%−3,087−2.8%Reduced
Quadrant Capital Group LLC105,252$32.0M0.97%+7,468+7.6%Added
CTC LLC104,680$31.8M2.92%+16,961+19.3%Added
Leonteq Securities AG104,174$31.7M1.69%+15,693+17.7%Added
Polymer Capital Management (HK) LTD103,140$31.3M4.88%+68,508+197.8%Added
Parkwood LLC102,605$31.2M2.65%+47,496+86.2%Added
Berkshire Capital Holdings Inc102,100$31.0M10.28%+43,480+74.2%Added
71 West Capital Partners101,657$30.9M1.42%+101,657New
Janney Capital Management LLC101,011$30.7M1.93%−19,452−16.1%Reduced
Modern Wealth Management, LLC100,789$30.6M0.56%−29,038−22.4%Reduced
CIBC Asset Management Inc100,819$30.6M0.07%−12,254−10.8%Reduced
Mirae Asset Securities (USA) Inc.100,444$30.5M1.21%−151,307−60.1%Reduced
Sava Infond d.o.o.100,155$30.4M4.11%−330−0.3%Reduced
Telemark Asset Management, LLC100,000$30.4M3.04%−20,000−16.7%Reduced
Naples Global Advisors, LLC99,420$30.3M2.26%−1,948−1.9%Reduced
Westwood Holdings Group Inc.99,335$30.2M0.25%−14,540−12.8%Reduced
Matthew 25 Management Corp99,000$30.1M9.20%+30,500+44.5%Added
Princeton Global Asset Management LLC96,765$29.4M4.76%−2,784−2.8%Reduced
JB Capital LLC96,077$29.2M1.19%−2,310−2.3%Reduced
Impax Asset Management Group plc95,768$29.1M0.18%+32,354+51.0%Added
Thoroughbred Financial Services, LLC95,208$28.9M1.71%+2,201+2.4%Added
Two Creeks Capital Management, LP95,110$28.9M2.37%+95,110New
Untitled Investments LP94,881$28.8M8.66%−10,840−10.3%Reduced
Manchester Global Management (UK) Ltd94,275$28.6M3.86%−41,538−30.6%Reduced