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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
Tokio Marine Asset Management Co Ltd65,800$20.0M0.69%−2,800−4.1%Reduced
Dnca Finance65,700$20.0M1.16%+40,530+161.0%Added
Galvin, Gaustad & Stein, LLC65,539$19.9M1.56%−5,649−7.9%Reduced
Overbrook Management Corp65,225$19.8M3.42%+3,209+5.2%Added
Avantyr Capital Partners, LP65,000$19.8M1.18%+65,000New
DuPont Capital Management Corp64,697$19.7M2.22%−18,580−22.3%Reduced
Nissay Asset Management Corp64,578$19.6M0.10%+2,196+3.5%Added
Eldred Rock Partners, LLC64,203$19.5M5.06%−26,858−29.5%Reduced
Gilder Gagnon Howe & Co LLC64,104$19.5M0.21%−2,415−3.6%Reduced
Kestra Private Wealth Services, LLC64,055$19.5M0.24%+2,929+4.8%Added
Exencial Wealth Advisors, LLC63,697$19.4M0.61%−21,518−25.3%Reduced
Compagnie Lombard Odier SCmA63,229$19.2M0.21%−27,378−30.2%Reduced
Resources Investment Advisors, LLC.63,196$19.2M0.19%−10,363−14.1%Reduced
Adell Harriman & Carpenter Inc62,844$19.1M1.14%+7,685+13.9%Added
Stephens Inc62,033$18.9M0.24%+8,782+16.5%Added
Pelham Capital Ltd.61,972$18.8M10.02%−11,803−16.0%Reduced
Sequoia Financial Advisors, LLC61,909$18.8M0.11%+2,864+4.9%Added
E. Ohman J:or Asset Management AB61,878$18.8M0.44%00.0%Unchanged
Diversified Trust Co61,489$18.7M0.34%+20,362+49.5%Added
TB Capital Gestao de Recursos Ltda.61,251$18.6M11.10%−21,334−25.8%Reduced
Triavera Capital LLC60,896$18.5M8.85%+1,138+1.9%Added
We Are One Seven, LLC60,581$18.4M0.38%+9,381+18.3%Added
Montag A & Associates Inc60,234$18.3M0.84%+8,996+17.6%Added
Signaturefd, LLC60,358$18.3M0.28%+728+1.2%Added
Charles-Lim Capital Ltd60,000$18.2M4.95%−40,000−40.0%Reduced
American Assets Investment Management, LLC60,000$18.2M1.26%00.0%Unchanged
Guardian Point Capital, LP60,000$18.2M5.64%+10,000+20.0%Added
Bleakley Financial Group, LLC59,923$18.2M0.32%+4,221+7.6%Added
Texas Yale Capital Corp.59,632$18.1M0.55%+145+0.2%Added
Napean Trading & Investment Co (Singapore) PTE Ltd59,378$18.0M3.51%00.0%Unchanged
Taikang Asset Management (Hong Kong) Co Ltd59,275$18.0M1.78%+59,275New
Ketron Financial59,209$18.0M5.99%+59,209New
Oak Grove Capital LLC59,055$17.9M3.56%+500+0.9%Added
DSG Capital Advisors, LLC52,511$17.9M2.73%+868+1.7%Added
Brandywine Global Investment Management, LLC58,679$17.8M0.12%−5,770−9.0%Reduced
H Squared Management LP58,619$17.8M15.26%+58,619New
HM Payson & Co58,554$17.8M0.25%−666−1.1%Reduced
Azimuth Capital Investment Management LLC58,235$17.7M0.63%−669−1.1%Reduced
Oak Family Advisors, LLC58,150$17.7M5.41%−3,795−6.1%Reduced
Douglass Winthrop Advisors, LLC58,054$17.6M0.31%−854−1.4%Reduced
Eagle Rock Investment Company, LLC57,639$17.5M2.47%+9,942+20.8%Added
Everest Financial Group LLC57,264$17.4M3.89%+57,264New
Annex Advisory Services, LLC57,166$17.4M0.33%+835+1.5%Added
Pinpoint Asset Management (Singapore) Pte. Ltd.57,038$17.3M3.61%+2,990+5.5%Added
Cadian Capital Management, LP57,000$17.3M1.25%+57,000New
Timber Creek Capital Management LLC56,800$17.3M4.01%−1,366−2.3%Reduced
CastleKnight Management LP56,200$17.1M0.97%−4,500−7.4%Reduced
Acadian Asset Management LLC55,991$17.0M0.03%−1,317−2.3%Reduced
HRT Financial LP55,928$17.0M0.05%+55,928New
MY.Alpha Management HK Advisors Ltd55,691$16.9M9.08%+2,228+4.2%Added
Eagle Global Advisors LLC55,649$16.9M0.63%−394−0.7%Reduced
M. Kulyk & Associates, LLC55,633$16.9M3.23%−138−0.2%Reduced
Heirloom Wealth Management55,546$16.9M3.90%+499+0.9%Added
FACT Capital, LP55,164$16.8M9.37%−227−0.4%Reduced
Frank, Rimerman Advisors LLC54,976$16.7M1.06%+705+1.3%Added
Skopos Labs, Inc.55,217$16.6M0.77%+35,740+183.5%Added
Vantage Investment Partners, LLC53,580$16.3M1.09%00.0%Unchanged
SCS Capital Management LLC53,441$16.3M0.17%−117−0.2%Reduced
Credit Capital Investments LLC53,400$16.2M15.28%00.0%Unchanged
Atlantic Union Bankshares Corp53,223$16.2M0.30%−776−1.4%Reduced
First Manhattan Co53,061$16.2M0.04%+8,593+19.3%Added
Prudential PLC53,149$16.2M0.13%+47,522+844.5%Added
Commerce Bank52,998$16.1M0.09%+562+1.1%Added
Private Advisory Group LLC52,434$15.9M1.26%+3,907+8.1%Added
Benjamin Edwards Inc52,298$15.9M0.18%+2,786+5.6%Added
LTS One Management LP52,250$15.9M6.13%−37,750−41.9%Reduced
Unisphere Establishment52,100$15.8M0.12%−5,900−10.2%Reduced
RNC Capital Management LLC51,975$15.8M0.72%+1,005+2.0%Added
Evergreen Capital Management LLC51,793$15.8M0.35%−3,615−6.5%Reduced
Jag Capital Management, LLC51,916$15.8M1.71%−3,191−5.8%Reduced
BTG Pactual Asset Management US LLC51,426$15.6M1.74%+24,034+87.7%Added
Litman Gregory Asset Management LLC51,191$15.6M1.14%−728−1.4%Reduced
New Vernon Capital Holdings II LLC51,186$15.6M7.37%00.0%Unchanged
Empirical Finance, LLC51,072$15.5M0.74%+13,800+37.0%Added
J. Safra Sarasin Holding AG50,575$15.4M0.25%−20,787−29.1%Reduced
Altrafin AG50,341$15.3M4.85%−10,237−16.9%Reduced
Armistice Capital, LLC50,000$15.2M0.37%−6,700−11.8%Reduced
Alight Capital Management LP50,000$15.2M4.07%+15,000+42.9%Added
M37 Management LP50,000$15.2M10.44%+50,000New
Segall Bryant & Hamill, LLC49,881$15.2M0.21%−3,700−6.9%Reduced
Bank of Nova Scotia49,617$15.1M0.02%−40,317−44.8%Reduced
Cornerstone Advisors, LLC49,372$15.0M0.50%+49,372New
Beacon Investment Advisory Services, Inc.48,915$14.9M0.61%+1,171+2.5%Added
WCG Wealth Advisors LLC48,654$14.8M0.41%+24,417+100.7%Added
Argent Trust Co48,569$14.8M0.51%+8,055+19.9%Added
Q Capital Solutions48,270$14.7M6.75%+6,720+16.2%Added
Channing Global Advisors, LLC47,918$14.6M9.31%+1,535+3.3%Added
Qtron Investments LLC47,917$14.6M1.89%−8,932−15.7%Reduced
Summit Financial, LLC47,787$14.6M0.21%−908−1.9%Reduced
Verde Servicos Internacionais S.A.47,903$14.6M4.67%+47,903New
Delphi Financial Group, Inc.47,830$14.5M7.26%00.0%Unchanged
Hodges Capital Management Inc.47,601$14.5M1.24%−6,739−12.4%Reduced
Envestnet Portfolio Solutions, Inc.47,569$14.5M0.05%+1,920+4.2%Added
Franchise GP Ltd47,480$14.4M16.80%+47,480New
Clear Street Group Inc.47,246$14.4M0.08%+14,294+43.4%Added
Elo Mutual Pension Insurance Co46,843$14.2M0.22%+46,843New
Pinnacle Financial Partners, Inc.46,816$14.2M0.11%+46,816New
Antipodes Partners Ltd46,362$14.1M0.30%−23,561−33.7%Reduced
Atmos Capital Gestao de Recursos Ltda.46,110$14.0M2.12%−12,726−21.6%Reduced
Hantz Financial Services, Inc.46,101$14.0M0.21%+8,885+23.9%Added