Skip to main content

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, Q2 2026

Institutional positions in Taiwan Semiconductor Manufacturing Co Ltd as of Jun 30, 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
3,586
+345 vs. Q1 2026
Shares held
765.6M
+4.13M (+0.5%) vs. Q1 2026
Total value
$363.1B
+$106.9B (+41.7%) vs. Q1 2026
New holders
454
1,453 more added
Sold out
109
1,306 more reduced

45 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2026: 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 holdersQ2 2026: 3,586 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 heldQ2 2026: $363.1B
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, Q2 2026

Shares, value and share of portfolio for each institution holding Taiwan Semiconductor Manufacturing Co Ltd; share changes are against Q1 2026.

Institutions holding TSM in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Dundas Partners LLP265,365$126.7M9.17%−9,827−3.6%Reduced
Boston Common Asset Management, LLC265,251$126.7M7.51%−22,387−7.8%Reduced
Hyperion Asset Management Ltd264,296$126.2M3.34%+264,296New
Hardman Johnston Global Advisors LLC263,227$125.7M4.41%+11,485+4.6%Added
Capital International Inc261,799$125.0M0.88%−6,817−2.5%Reduced
SRS Investment Management, LLC261,301$124.8M1.17%−248,772−48.8%Reduced
Forest Avenue Capital Management LP257,965$123.2M5.17%+257,965New
Sapient Capital LLC255,676$122.3M1.60%+47,303+22.7%Added
Jupiter Asset Management Ltd264,817$121.7M0.60%+9,171+3.6%Added
LGT Capital Partners Ltd.254,347$121.5M6.15%−36,662−12.6%Reduced
Nikko Asset Management Americas, Inc.254,175$121.3M1.57%−58,800−18.8%Reduced
Exchange Traded Concepts, LLC252,911$120.8M0.60%+46,558+22.6%Added
Groupe la Francaise252,666$120.8M1.48%−3,303−1.3%Reduced
Avala Global LP250,760$119.8M4.42%−165,600−39.8%Reduced
Obermeyer Wood Investment Counsel, LLLP250,513$119.6M4.89%−3,006−1.2%Reduced
MAI Capital Management246,513$117.7M0.45%−3,035−1.2%Reduced
Crossmark Global Holdings, Inc.245,867$117.4M1.52%−11,594−4.5%Reduced
GWM Advisors LLC243,543$116.3M0.35%+1,353+0.6%Added
Modera Wealth Management, LLC242,019$115.6M1.23%−9,788−3.9%Reduced
Warren Averett Asset Management, LLC240,719$115.0M0.67%+60,050+33.2%Added
KBC Group NV240,184$114.7M0.25%−14,378−5.6%Reduced
Itau Unibanco Holding S.A.239,853$114.5M2.26%+169,595+241.4%Added
Sanctuary Advisors, LLC239,577$114.4M0.53%+33,605+16.3%Added
Schwartz Investment Counsel Inc235,882$112.7M3.74%+91,532+63.4%Added
Insight Holdings Group, LLC234,645$112.1M8.52%+5,530+2.4%Added
BLI - Banque de Luxembourg Investments245,600$112.0M3.95%−6,200−2.5%Reduced
TCW Group Inc232,711$111.1M0.75%+27,217+13.2%Added
Main Street Research LLC228,429$109.1M5.15%+5,270+2.4%Added
HGK Asset Management Inc228,303$109.0M14.90%−14,040−5.8%Reduced
Cable Car Capital LLC227,600$108.7M2.33%+227,600New
HughesLittle Investment Management Ltd.227,114$108.5M18.80%−10,280−4.3%Reduced
Trajan Wealth LLC226,936$108.4M4.09%−29,449−11.5%Reduced
Light Street Capital Management, LLC225,949$107.9M12.68%−1,636−0.7%Reduced
Banque Transatlantique SA293,899$107.9M2.34%−62,127−17.5%Reduced
TD Waterhouse Canada Inc.242,029$107.6M0.28%+2,955+1.2%Added
Lido Advisors, LLC223,763$107.1M0.38%−4,818−2.1%Reduced
Quadrature Capital Ltd222,645$106.3M0.91%+222,645New
Contrarius Group Holdings Ltd221,093$105.6M4.87%+201,658+1,037.6%Added
Todd Asset Management LLC218,389$104.3M1.85%+12,697+6.2%Added
LMR Partners LLP214,827$102.6M0.75%+76,811+55.7%Added
Generate Investment Management Ltd214,587$102.5M4.22%−34,635−13.9%Reduced
Nordea Investment Management AB216,210$100.7M0.08%+24,538+12.8%Added
Senator Investment Group LP210,658$100.6M3.67%−51,842−19.7%Reduced
Headwater Capital Co Ltd210,000$100.3M20.33%−126,000−37.5%Reduced
Triodos Investment Management BV207,153$98.9M6.02%−13,100−5.9%Reduced
Mercer Global Advisors Inc205,659$98.2M0.12%+36,684+21.7%Added
TT International Asset Management LTD220,407$97.9M12.50%+125,490+132.2%Added
Kestra Advisory Services, LLC205,009$97.9M0.32%−13,413−6.1%Reduced
RDST Capital LLC203,998$97.4M8.07%+26,379+14.9%Added
Guinness Asset Management LTD206,434$97.2M1.65%−12,816−5.8%Reduced
Trybe Capital Management LP202,276$96.6M10.40%00.0%Unchanged
Pathstone Holdings, LLC201,439$96.2M0.28%−1,991−1.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)200,306$95.7M0.18%−9,968−4.7%Reduced
Davidson Investment Advisors200,103$95.6M3.91%−9,340−4.5%Reduced
M37 Management LP200,000$95.5M16.62%+50,000+33.3%Added
Apollo Management Holdings, L.P.200,000$95.5M1.34%+200,000New
Mark Asset Management LP199,480$95.3M9.65%+34,305+20.8%Added
Thomasville National Bank198,967$95.0M5.22%+198,967New
ICONIQ Capital, LLC198,846$95.0M2.74%00.0%Unchanged
Erste Asset Management GmbH206,836$94.0M0.73%−48,177−18.9%Reduced
Ami Asset Management Corp195,360$93.3M5.37%−85,531−30.4%Reduced
Group One Trading, L.P.193,229$92.3M2.66%+55,176+40.0%Added
BNP Paribas192,576$91.7M2.49%−4,246−2.2%Reduced
Coalescence Partners Investment Management, LP191,834$91.6M26.90%−159,757−45.4%Reduced
Blair William & Co191,662$91.5M0.24%+53,907+39.1%Added
Joho Capital LLC190,100$90.8M19.72%00.0%Unchanged
Nwi Management LP189,000$90.3M5.77%+36,000+23.5%Added
NorthCrest Asset Manangement, LLC204,347$89.3M2.30%+2,490+1.2%Added
Douglass Winthrop Advisors, LLC186,555$89.1M1.54%+134,511+258.5%Added
Wilkinson Global Asset Management LLC185,771$88.7M7.05%−66,127−26.3%Reduced
Crow's Nest Holdings LP185,000$88.4M26.72%−40,000−17.8%Reduced
Blue Grotto Capital, LLC184,668$88.2M7.36%+9,555+5.5%Added
Kapitalo Investimentos Ltda183,054$87.4M6.86%+178,270+3,726.4%Added
Colony Group, LLC181,238$86.6M0.09%−22,739−11.1%Reduced
Advisors Capital Management, LLC181,038$86.5M0.92%−1,919−1.0%Reduced
Danica Pension, Livsforsikringsaktieselskab180,510$86.2M1.38%−49,709−21.6%Reduced
Cullen Capital Management LLC179,777$85.9M0.84%−11,840−6.2%Reduced
Kensico Capital Management Corp179,500$85.7M1.47%+179,500New
Pictet North America Advisors SA178,783$85.4M7.52%−548−0.3%Reduced
Newbrook Capital Advisors LP175,717$83.9M11.33%−28,397−13.9%Reduced
Sava Infond d.o.o.175,220$83.7M5.93%+91,910+110.3%Added
Infinitum Asset Management, LLC175,000$83.6M8.50%00.0%Unchanged
Y.D. More Investments Ltd173,610$82.9M2.58%+12,207+7.6%Added
Storebrand Asset Management AS172,009$82.1M0.20%−38,527−18.3%Reduced
Brandes Investment Partners, LP171,703$82.0M0.57%−18,535−9.7%Reduced
Gladstone Capital Management LLP169,817$81.1M8.02%−45,846−21.3%Reduced
Oppenheimer Asset Management Inc.169,291$80.8M0.84%+18,413+12.2%Added
Silvercrest Asset Management Group LLC167,506$80.0M0.52%−4,551−2.6%Reduced
Penserra Capital Management LLC166,777$79.6M0.61%+30,380+22.3%Added
FengHe Fund Management Pte. Ltd.166,075$79.3M7.52%+55,225+49.8%Added
Voloridge Investment Management, LLC165,554$79.1M0.34%+55,421+50.3%Added
Greenoaks Capital Partners LLC165,000$78.8M3.34%+165,000New
Nykredit A/S163,854$78.3M0.30%+163,854New
Night Owl Capital Management, LLC163,108$77.9M8.18%+2,507+1.6%Added
Capital Group Private Client Services, Inc.162,723$77.7M1.10%−21,189−11.5%Reduced
Capital International Sarl162,372$77.5M1.10%−203−0.1%Reduced
Albar Capital Partners LLP161,576$77.2M10.06%−59,140−26.8%Reduced
Dock Street Asset Management Inc161,305$77.0M7.12%+2,790+1.8%Added
FIFTHDELTA Ltd159,486$76.2M8.93%−58,245−26.8%Reduced
JustInvest LLC159,102$76.0M0.62%+26,747+20.2%Added