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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, Q1 2026

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Mar 31, 2026. 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
3,286
+200 vs. Q4 2025
Shares held
770.6M
−17.0M (−2.2%) vs. Q4 2025
Total value
$259.3B
+$20.3B (+8.5%) vs. Q4 2025
New holders
325
1,338 more added
Sold out
125
1,250 more reduced

42 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 3,286 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 heldQ1 2026: $259.3B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q4 2025.

Institutions holding TSM in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Intermede Investment Partners Ltd512,252$173.1M8.02%−158,286−23.6%Reduced
Vaughan Nelson Investment Management, L.P.510,385$172.5M1.73%−210,095−29.2%Reduced
SRS Investment Management, LLC510,073$172.4M1.82%+1,347+0.3%Added
Causeway Capital Management LLC508,471$171.8M2.11%−3,249−0.6%Reduced
Aviva PLC503,737$170.2M0.29%−165,070−24.7%Reduced
La Banque Postale Asset Management SA503,027$170.0M2.32%−38,494−7.1%Reduced
Clark Capital Management Group, Inc.498,238$168.4M1.04%+39,584+8.6%Added
B. Metzler seel. Sohn & Co. AG496,202$167.7M1.56%−39,839−7.4%Reduced
Duquesne Family Office LLCSuperinvestorDuquesne Family Office495,280$167.4M5.70%−47,805−8.8%Reduced
Epoch Investment Partners, Inc.494,355$167.1M1.01%+1,121+0.2%Added
Westfield Capital Management Co LP493,504$166.8M0.70%+47,309+10.6%Added
Walleye Trading LLC489,849$165.5M3.41%+489,849New
Mairs & Power Inc486,253$164.3M1.68%−294−0.1%Reduced
Agf Management Ltd485,639$164.1M0.74%+2,464+0.5%Added
Montrusco Bolton Investments Inc.510,242$162.3M2.46%−188,725−27.0%Reduced
Vident Advisory, LLC469,049$158.5M1.35%−22,753−4.6%Reduced
Bank Julius Baer & Co. Ltd, Zurich468,817$156.5M0.47%−38,144−7.5%Reduced
Cookson Peirce & Co Inc451,991$152.8M6.47%−6,902−1.5%Reduced
Samlyn Capital, LLC449,561$151.9M2.61%−132,862−22.8%Reduced
Advisor Group Holdings, Inc.446,743$151.0M0.22%+104,384+30.5%Added
Perseverance Asset Management International446,505$150.9M16.60%+417,771+1,453.9%Added
Evelyn Partners Investment Management LLP438,201$148.1M4.02%−12,048−2.7%Reduced
AustralianSuper Pty Ltd432,236$146.1M0.76%−154,232−26.3%Reduced
Janney Montgomery Scott LLC423,935$143.3M0.35%+40,806+10.7%Added
Pictet Asset Management Holding SA422,581$142.8M0.15%+94,801+28.9%Added
Eminence Capital, LP421,673$142.5M3.27%+421,673New
CTC LLC421,602$142.5M11.41%+316,922+302.8%Added
Clal Insurance Enterprises Holdings Ltd418,034$141.3M0.85%+90.0%Added
Avala Global LP416,360$140.7M6.76%+20,961+5.3%Added
O'Shaughnessy Asset Management, LLC409,370$138.3M0.69%+27,809+7.3%Added
Blue Whale Capital LLP408,679$138.1M6.57%−2,069−0.5%Reduced
North of South Capital LLP407,377$137.7M12.37%−46,403−10.2%Reduced
Abn Amro Investment Solutions406,645$137.4M1.79%+124,214+44.0%Added
PEAK6 LLC392,473$132.6M3.83%+392,473New
Chicago Capital, LLC391,673$132.4M3.57%−5,234−1.3%Reduced
Parnassus Investments386,893$130.8M0.38%+9,894+2.6%Added
MML Investors Services, LLC376,221$127.1M0.35%−78,592−17.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.375,867$127.0M0.08%−47,467−11.2%Reduced
Grantham, Mayo, Van Otterloo & Co. LLC374,511$126.6M0.32%−32,804−8.1%Reduced
Scotia Capital Inc.367,994$124.4M0.51%−36,529−9.0%Reduced
Banque Pictet & Cie SA367,909$124.3M1.44%−7,849−2.1%Reduced
US Bancorp365,625$123.6M0.15%−17,662−4.6%Reduced
Varma Mutual Pension Insurance Co364,600$123.2M0.72%00.0%Unchanged
M&G Plc361,809$122.3M0.63%+20,747+6.1%Added
Evergreen Quality Fund GP, Ltd.359,940$121.6M2.78%+123,100+52.0%Added
Banque Transatlantique SA356,026$121.6M2.92%+102,732+40.6%Added
Johnson Investment Counsel Inc359,003$121.3M0.98%−22,507−5.9%Reduced
Simplex Trading, LLC351,805$118.9M3.68%+351,805New
Coalescence Partners Investment Management, LP351,591$118.8M25.69%+150,707+75.0%Added
DJE Kapital AG363,939$118.4M2.62%+363,939New
Kinetic Partners Management, LP348,254$117.7M6.59%−2,680−0.8%Reduced
Oversea-Chinese Banking CORP Ltd348,215$117.5M3.45%−84,754−19.6%Reduced
CI Private Wealth, LLC352,295$117.4M0.17%−8,104−2.2%Reduced
Metropolis Capital Ltd345,102$116.6M3.94%−184,630−34.9%Reduced
Advent International Corp343,875$116.2M2.74%−59,125−14.7%Reduced
Commonwealth Equity Services, LLC343,464$116.1M0.16%−23,898−6.5%Reduced
Strategy Capital LLC341,371$115.4M9.43%+2,928+0.9%Added
Allen Investment Management LLC337,166$113.9M1.41%+69,006+25.7%Added
Headwater Capital Co Ltd336,000$113.6M18.26%−28,000−7.7%Reduced
BIT Capital GmbH335,279$113.3M6.32%−47,472−12.4%Reduced
Perpetual Ltd332,260$112.3M1.72%−10,024−2.9%Reduced
M&T Bank Corp332,196$112.3M0.37%−1,696−0.5%Reduced
Huntington National Bank330,273$111.6M0.62%+36,345+12.4%Added
D1 Capital Partners L.P.SuperinvestorD1 Capital Partners328,600$111.1M0.99%+328,600New
Factory Mutual Insurance Co328,475$111.0M1.25%+10,500+3.3%Added
TOMS Capital Investment Management LP328,000$110.8M7.28%+40,300+14.0%Added
Federation des caisses Desjardins du Quebec327,705$110.7M0.40%+10,908+3.4%Added
EFG International AG325,135$109.8M2.35%−104,262−24.3%Reduced
Tredje AP-fonden324,321$109.6M0.60%+87,148+36.7%Added
Susquehanna Advisors Group, Inc.323,500$109.3M5.10%+321,500+16,075.0%Added
Sculptor Capital LP323,000$109.2M1.23%+90,000+38.6%Added
BlueSpruce Investments, LP321,496$108.6M17.21%−1,691,842−84.0%Reduced
Nikko Asset Management Americas, Inc.312,975$105.8M1.50%−44,653−12.5%Reduced
Tudor Investment Corp Et Al310,947$105.1M0.57%+134,390+76.1%Added
Cornerstone Investment Partners, LLC304,581$102.9M4.32%+64,046+26.6%Added
Analog Century Management LP302,885$102.4M4.89%−91,153−23.1%Reduced
Danske Bank A/S299,577$101.2M0.24%+766+0.3%Added
Suvretta Capital Management, LLC298,707$100.9M2.74%+27,306+10.1%Added
Diamond Hill Capital Management Inc295,979$100.0M0.63%−32,000−9.8%Reduced
LGT Capital Partners Ltd.291,009$98.3M5.22%−68,820−19.1%Reduced
Raiffeisen Bank International AG308,349$97.6M1.41%+138,278+81.3%Added
Pictet & Cie (Europe) SA287,645$97.2M2.07%−10,326−3.5%Reduced
Boston Common Asset Management, LLC287,638$97.2M6.26%−44,251−13.3%Reduced
Stony Point Capital LLC286,727$96.9M7.84%−1,253−0.4%Reduced
Nomura Asset Management Co Ltd284,872$96.3M0.25%+4,769+1.7%Added
Rhumbline Advisers282,295$95.4M0.08%−19,620−6.5%Reduced
Nomura Holdings Inc280,921$94.9M0.79%−334,230−54.3%Reduced
Ami Asset Management Corp280,891$94.9M6.06%−5,508−1.9%Reduced
Exor Capital LLP277,227$93.7M1.86%+2,349+0.9%Added
NLB Skladi, upravljanje premozenja, d.o.o.277,115$93.7M4.49%+253+0.1%Added
Quantinno Capital Management LP277,013$93.6M0.16%+51,791+23.0%Added
Dundas Partners LLP275,192$93.0M7.42%−6,969−2.5%Reduced
McDaniel Terry & Co275,149$93.0M7.90%+10,438+3.9%Added
Third Point LLCSuperinvestorThird Point275,000$92.9M4.46%−150,000−35.3%Reduced
Cambridge Investment Research Advisors, Inc.272,439$92.1M0.24%+6,057+2.3%Added
Capital International Inc268,616$90.8M0.70%−18,196−6.3%Reduced
National Philanthropic Trust267,580$90.4M0.96%−6,087−2.2%Reduced
Senator Investment Group LP262,500$88.7M4.07%−62,000−19.1%Reduced
Crossmark Global Holdings, Inc.257,461$87.0M1.29%−12,831−4.7%Reduced
Trajan Wealth LLC256,385$86.6M3.66%−52,120−16.9%Reduced