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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Groupe la Francaise | 255,969 | $86.3M | 1.20% | −33,182−11.5% | Reduced |
| KBC Group NV | 254,562 | $86.0M | 0.22% | +42,438+20.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 253,519 | $85.7M | 3.95% | −3,057−1.2% | Reduced |
| Wilkinson Global Asset Management LLC | 251,898 | $85.1M | 6.48% | −17,474−6.5% | Reduced |
| Modera Wealth Management, LLC | 251,807 | $85.1M | 1.02% | −5,151−2.0% | Reduced |
| Hardman Johnston Global Advisors LLC | 251,742 | $85.1M | 4.04% | −57,050−18.5% | Reduced |
| MAI Capital Management | 249,548 | $84.3M | 0.48% | −310−0.1% | Reduced |
| Generate Investment Management Ltd | 249,222 | $84.2M | 4.15% | −63,007−20.2% | Reduced |
| Steadfast Capital Management LP | 247,517 | $83.6M | 3.15% | −62,400−20.1% | Reduced |
| HGK Asset Management Inc | 242,343 | $81.9M | 11.97% | +6,840+2.9% | Added |
| Balyasny Asset Management LLC | 242,320 | $81.9M | 0.16% | −1,033,912−81.0% | Reduced |
| GWM Advisors LLC | 242,190 | $81.8M | 0.30% | −9,803−3.9% | Reduced |
| TD Waterhouse Canada Inc. | 239,074 | $81.5M | 0.24% | +127,235+113.8% | Added |
| Spear Holdings RSC Ltd | 240,535 | $81.3M | 8.70% | +238,712+13,094.5% | Added |
| PBCay One RSC Ltd | 240,532 | $81.3M | 8.69% | +238,709+13,094.3% | Added |
| Jupiter Asset Management Ltd | 255,646 | $81.0M | 0.43% | +135,924+113.5% | Added |
| Erste Asset Management GmbH | 255,013 | $80.6M | 0.75% | +83,548+48.7% | Added |
| HughesLittle Investment Management Ltd. | 237,394 | $80.2M | 15.71% | −74,276−23.8% | Reduced |
| iA Global Asset Management Inc. | 236,760 | $80.0M | 1.13% | +9,259+4.1% | Added |
| DnB Asset Management AS | 235,384 | $79.6M | 0.28% | −455,680−65.9% | Reduced |
| Walleye Capital LLC | 235,328 | $79.5M | 0.49% | −80,688−25.5% | Reduced |
| Lockheed Martin Investment Management Co | 234,600 | $79.3M | 2.90% | +33,700+16.8% | Added |
| Danica Pension, Livsforsikringsaktieselskab | 230,219 | $77.8M | 1.46% | −699,962−75.3% | Reduced |
| Lido Advisors, LLC | 228,581 | $77.4M | 0.30% | −31,956−12.3% | Reduced |
| Insight Holdings Group, LLC | 229,115 | $77.4M | 5.44% | +3,890+1.7% | Added |
| Flossbach Von Storch AG | 228,274 | $77.1M | 0.36% | −508,954−69.0% | Reduced |
| Light Street Capital Management, LLC | 227,585 | $76.9M | 15.47% | −40,807−15.2% | Reduced |
| Crow's Nest Holdings LP | 225,000 | $76.0M | 17.78% | −5,500−2.4% | Reduced |
| Main Street Research LLC | 223,159 | $75.4M | 4.39% | +5,012+2.3% | Added |
| Albar Capital Partners LLP | 220,716 | $74.6M | 12.07% | +74,798+51.3% | Added |
| Triodos Investment Management BV | 220,253 | $74.4M | 5.63% | −21,200−8.8% | Reduced |
| BLI - Banque de Luxembourg Investments | 251,800 | $74.3M | 2.22% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 218,422 | $73.8M | 0.28% | +9,144+4.4% | Added |
| FIFTHDELTA Ltd | 217,731 | $73.6M | 10.15% | +217,731 | New |
| Guinness Asset Management LTD | 219,250 | $73.4M | 1.27% | −62,986−22.3% | Reduced |
| Gladstone Capital Management LLP | 215,663 | $72.9M | 7.32% | +197,803+1,107.5% | Added |
| Storebrand Asset Management AS | 210,536 | $71.2M | 0.20% | +52,834+33.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 210,274 | $71.1M | 0.15% | +7,130+3.5% | Added |
| Oriental Harbor Investment Fund | 209,719 | $70.9M | 6.25% | +209,719 | New |
| Davidson Investment Advisors | 209,443 | $70.8M | 3.05% | −7,195−3.3% | Reduced |
| Sapient Capital LLC | 208,373 | $70.6M | 1.06% | −50,718−19.6% | Reduced |
| Ovata Capital Management Ltd | 218,101 | $70.1M | 9.80% | −157−0.1% | Reduced |
| Bornite Capital Management LP | 206,600 | $69.8M | 11.74% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 206,353 | $69.7M | 0.54% | +19,971+10.7% | Added |
| Sanctuary Advisors, LLC | 205,972 | $69.6M | 0.38% | +463+0.2% | Added |
| Todd Asset Management LLC | 205,692 | $69.5M | 1.36% | +903+0.4% | Added |
| TCW Group Inc | 205,494 | $69.4M | 0.52% | +61,759+43.0% | Added |
| Colony Group, LLC | 203,977 | $69.3M | 0.08% | +13,473+7.1% | Added |
| Newbrook Capital Advisors LP | 204,114 | $69.0M | 12.83% | +33,171+19.4% | Added |
| Pathstone Holdings, LLC | 203,430 | $68.8M | 0.27% | +12,566+6.6% | Added |
| NorthCrest Asset Manangement, LLC | 201,857 | $68.4M | 2.13% | −66,334−24.7% | Reduced |
| Trybe Capital Management LP | 202,276 | $68.4M | 15.47% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 198,846 | $67.2M | 1.51% | +30,921+18.4% | Added |
| Sarasin & Partners LLP | 197,114 | $66.6M | 0.81% | +197,114 | New |
| BNP Paribas | 196,822 | $66.4M | 2.11% | −8,497−4.1% | Reduced |
| Cullen Capital Management LLC | 191,617 | $64.8M | 0.66% | −46,188−19.4% | Reduced |
| Brandes Investment Partners, LP | 190,238 | $64.3M | 0.46% | +8,621+4.7% | Added |
| Joho Capital LLC | 190,100 | $64.2M | 17.22% | 00.0% | Unchanged |
| Empowered Funds, LLC | 186,414 | $63.0M | 0.40% | +186,414 | New |
| Varenne Capital Partners | 184,607 | $62.6M | 15.53% | +1,862+1.0% | Added |
| Nordea Investment Management AB | 191,672 | $62.3M | 0.06% | +110,917+137.4% | Added |
| Capital Group Private Client Services, Inc. | 183,912 | $62.2M | 1.05% | −63,542−25.7% | Reduced |
| Advisors Capital Management, LLC | 182,957 | $61.8M | 0.72% | −31,938−14.9% | Reduced |
| Two Creeks Capital Management, LP | 181,939 | $61.5M | 6.49% | +86,829+91.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 181,588 | $61.4M | 0.15% | −57,560−24.1% | Reduced |
| Ninety One North America, Inc. | 180,743 | $61.1M | 2.74% | −76,325−29.7% | Reduced |
| Warren Averett Asset Management, LLC | 180,669 | $61.1M | 0.46% | +14,382+8.6% | Added |
| Pictet North America Advisors SA | 179,331 | $60.6M | 6.02% | −2,727−1.5% | Reduced |
| RDST Capital LLC | 177,619 | $60.0M | 5.78% | +93,579+111.4% | Added |
| GQG Partners LLC | 176,817 | $59.8M | 0.09% | −1,655,192−90.3% | Reduced |
| Blue Grotto Capital, LLC | 175,113 | $59.2M | 6.82% | +5,217+3.1% | Added |
| Infinitum Asset Management, LLC | 175,000 | $59.1M | 7.40% | 00.0% | Unchanged |
| Charles-Lim Capital Ltd | 175,000 | $59.1M | 19.63% | +115,000+191.7% | Added |
| Polen Capital Management LLC | 174,686 | $59.0M | 0.41% | −25,907−12.9% | Reduced |
| Formuepleje A/S | 174,033 | $58.8M | 5.33% | −98,786−36.2% | Reduced |
| Old Mission Capital LLC | 172,475 | $58.3M | 1.38% | +99,518+136.4% | Added |
| Silvercrest Asset Management Group LLC | 172,057 | $58.1M | 0.42% | +1,195+0.7% | Added |
| Moore Capital Management, LP | 168,920 | $57.1M | 2.08% | −1,501−0.9% | Reduced |
| Mercer Global Advisors Inc | 168,975 | $57.0M | 0.08% | −15,847−8.6% | Reduced |
| Mark Asset Management LP | 165,175 | $55.8M | 7.41% | +122,944+291.1% | Added |
| Trillium Asset Management, LLC | 201,121 | $55.2M | 1.83% | +35,136+21.2% | Added |
| Tairen Capital Ltd | 162,640 | $55.0M | 5.95% | +156,090+2,383.1% | Added |
| Capital International Sarl | 162,575 | $54.9M | 0.90% | +6,284+4.0% | Added |
| Y.D. More Investments Ltd | 161,403 | $54.5M | 2.14% | +28,890+21.8% | Added |
| Fulton Breakefield Broenniman LLC | 160,797 | $54.3M | 3.54% | −48,074−23.0% | Reduced |
| Night Owl Capital Management, LLC | 160,601 | $54.3M | 6.33% | +1,008+0.6% | Added |
| Dock Street Asset Management Inc | 158,515 | $53.6M | 5.63% | −4,683−2.9% | Reduced |
| Kadensa Capital Ltd | 157,331 | $53.2M | 7.40% | −40,237−20.4% | Reduced |
| Deprince Race & Zollo Inc | 155,671 | $52.6M | 0.99% | −9,260−5.6% | Reduced |
| Luxor Capital Group, LP | 154,565 | $52.2M | 8.25% | +144,365+1,415.3% | Added |
| AIA Group Ltd | 153,618 | $51.9M | 0.75% | −26,151−14.5% | Reduced |
| Nwi Management LP | 153,000 | $51.7M | 3.16% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 146,661 | $51.7M | 6.21% | +13,554+10.2% | Added |
| Soma Equity Partners LP | 151,264 | $51.1M | 3.77% | −234,868−60.8% | Reduced |
| H&H International Investment, LLCSuperinvestorH&H International Investment | 151,200 | $51.1M | 0.26% | −1,073,184−87.7% | Reduced |
| Oppenheimer Asset Management Inc. | 150,878 | $51.0M | 0.58% | +13,850+10.1% | Added |
| Mirae Asset Securities (USA) Inc. | 150,814 | $51.0M | 2.41% | +50,370+50.1% | Added |
| GuoLine Advisory Pte Ltd | 150,700 | $50.9M | 5.33% | 00.0% | Unchanged |
| Academy Capital Management Inc | 150,105 | $50.7M | 7.25% | −4,239−2.7% | Reduced |
| Ardmore Road Asset Management LP | 150,000 | $50.7M | 3.34% | −6,335−4.1% | Reduced |