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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, 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
Wedgewood Partners Inc105,499$50.4M10.40%−23,854−18.4%Reduced
Edmond de Rothschild Holding S.A.105,451$50.4M0.66%−4,112−3.8%Reduced
Sirios Capital Management L P105,244$50.3M6.11%−7,020−6.3%Reduced
Moran Wealth Management, LLC103,313$49.3M1.35%−19,632−16.0%Reduced
Lone Pine Capital LLCSuperinvestorLone Pine Capital101,242$48.4M0.30%−1,288,288−92.7%Reduced
Flputnam Investment Management Co101,087$48.3M0.58%+28,754+39.8%Added
Scopus Asset Management, L.P.101,000$48.2M1.14%−43,465−30.1%Reduced
Ethic Inc.100,553$48.0M0.60%+14,569+16.9%Added
Trust Co of Vermont100,462$48.0M1.79%+100,462New
Telemark Asset Management, LLC100,000$47.8M3.45%00.0%Unchanged
Torno Capital, LLC100,000$47.8M3.29%+100,000New
Clear Street Group Inc.99,065$47.7M0.15%+37,458+60.8%Added
Dnca Finance99,660$47.6M2.31%+9,246+10.2%Added
Moore Capital Management, LP99,587$47.6M1.08%−69,333−41.0%Reduced
Matthew 25 Management Corp99,000$47.3M13.69%+1,000+1.0%Added
Ninety One North America, Inc.98,931$47.2M2.21%−81,812−45.3%Reduced
Independent Financial Group, LLC98,811$47.2M0.88%+9,776+11.0%Added
Princeton Global Asset Management LLC98,482$47.0M6.74%+1,122+1.2%Added
Thoroughbred Financial Services, LLC98,182$46.9M2.25%+1,312+1.4%Added
First Long Island Investors, LLC98,125$46.9M3.32%−18,953−16.2%Reduced
NewEdge Wealth, LLC96,452$46.1M0.46%+2,426+2.6%Added
Quadrant Capital Group LLC96,427$46.1M1.26%−4,226−4.2%Reduced
Farmers & Merchants Investments Inc95,452$45.6M1.10%+2,076+2.2%Added
Steadfast Capital Management LP94,517$45.1M1.38%−153,000−61.8%Reduced
Manchester Global Management (UK) Ltd94,275$45.0M4.97%00.0%Unchanged
Vanguard Capital Management LLC93,806$44.8M0.00%+58,445+165.3%Added
Naples Global Advisors, LLC93,518$44.7M2.76%−2,933−3.0%Reduced
Fairfax Financial Holdings LtdSuperinvestorFairfax Financial93,700$44.7M1.69%00.0%Unchanged
Teacher Retirement System of Texas93,243$44.5M0.12%00.0%Unchanged
Picton Mahoney Asset Management92,038$44.0M0.41%−7,598−7.6%Reduced
Diversify Wealth Management, LLC109,964$43.9M0.74%−12,450−10.2%Reduced
Diversify Advisory Services, LLC109,964$43.9M0.74%+33,983+44.7%Added
Taikang Asset Management (Hong Kong) Co Ltd90,932$43.4M3.95%+6,540+7.7%Added
Sustainable Growth Advisers, LP90,462$43.2M0.42%−39,793−30.6%Reduced
Titan Investment Solutions Ltd90,448$43.2M4.83%−35,170−28.0%Reduced
Cabot Wealth Management Inc90,332$43.1M4.39%−3,792−4.0%Reduced
Advisory Services Network, LLC90,309$43.1M0.49%+2,746+3.1%Added
Sora Investors LLC90,051$43.0M3.30%+74,551+481.0%Added
Guardian Point Capital, LP90,000$43.0M13.23%+55,000+157.1%Added
Mondrian Investment Partners LTD88,581$42.3M0.76%+23,961+37.1%Added
Trexquant Investment LP88,463$42.2M0.26%−33,912−27.7%Reduced
Monolith Management Ltd88,450$42.2M25.46%−58,565−39.8%Reduced
TIAA Wealth Investment Management LLC88,008$42.0M0.28%−415−0.5%Reduced
Adviser Investments LLC87,303$41.7M0.40%+884+1.0%Added
Meridian Wealth Management, LLC87,014$41.6M1.29%+5,394+6.6%Added
Marex Group plc86,109$41.1M0.31%−9,591−10.0%Reduced
Triglav Skladi, D.O.O.85,915$41.0M2.16%−19,427−18.4%Reduced
Nipun Capital, L.P.85,280$40.7M18.98%+11,760+16.0%Added
Artemis Investment Management LLP84,877$40.5M0.36%+9,800+13.1%Added
Advisory Research Inc84,453$40.3M4.02%+2,668+3.3%Added
Everett Harris & Co83,733$40.0M0.49%−1,609−1.9%Reduced
Holocene Advisors, LP83,285$39.8M0.09%−514,551−86.1%Reduced
Hantz Financial Services, Inc.83,195$39.7M0.54%+6,355+8.3%Added
Greenwoods Asset Management Hong Kong Ltd.SuperinvestorGreenwoods Asset Management83,052$39.7M1.81%00.0%Unchanged
Atlantic Union Bankshares Corp82,727$39.5M0.66%+7,403+9.8%Added
Sequoia China Equity Partners (Hong Kong) Ltd81,800$39.1M63.70%+2,360+3.0%Added
Glenmede Trust Co NA81,493$38.9M0.17%+4,664+6.1%Added
Davenport & Co LLC81,362$38.9M0.20%−797−1.0%Reduced
Prime Capital Investment Advisors, LLC81,198$38.8M0.38%+401+0.5%Added
Mar Vista Investment Partners LLC80,628$38.5M3.83%−9,806−10.8%Reduced
Savant Capital, LLC93,176$38.4M0.11%+65,847+240.9%Added
Modern Wealth Management, LLC80,462$38.4M0.46%−18,580−18.8%Reduced
Salem Investment Counselors Inc80,280$38.4M0.95%−3,037−3.6%Reduced
Meridian Investment Counsel Inc.80,217$38.3M8.22%−4,427−5.2%Reduced
Northwest & Ethical Investments L.P.80,128$38.2M0.89%−39,946−33.3%Reduced
Central Securities Corp80,000$38.2M2.85%00.0%Unchanged
Bleakley Financial Group, LLC79,068$37.8M0.48%+10,099+14.6%Added
Cresset Asset Management, LLC78,522$37.6M0.14%+32,867+72.0%Added
Soros Capital Management LLC78,430$37.5M6.70%+73,100+1,371.5%Added
Marathon Asset Mgmt Ltd78,066$37.3M1.52%+24,810+46.6%Added
Groupama Asset Managment80,383$37.3M0.47%−4,962−5.8%Reduced
Ieq Capital, LLC78,148$37.3M0.17%−461−0.6%Reduced
Berkshire Capital Holdings Inc77,910$37.2M8.05%+3,940+5.3%Added
Pittenger & Anderson Inc77,326$36.9M1.32%−3,659−4.5%Reduced
Benchstone Capital Management LP77,162$36.9M4.59%−66,475−46.3%Reduced
Thames Capital Management LLC77,008$36.8M3.02%+219+0.3%Added
Fifth Third Bancorp76,697$36.6M0.06%+19,548+34.2%Added
Adell Harriman & Carpenter Inc76,605$36.6M1.87%+3,967+5.5%Added
Beacon Pointe Advisors, LLC76,412$36.5M0.17%−2,500−3.2%Reduced
Gavilan Investment Partners LLC76,000$36.3M8.84%+76,000New
Roundview Capital LLC75,890$36.2M1.98%−787−1.0%Reduced
Fukoku Mutual Life Insurance Co75,769$36.2M2.11%+44,769+144.4%Added
Kestra Private Wealth Services, LLC74,722$35.7M0.39%+1,740+2.4%Added
Maestria Partners LLC74,000$35.3M12.29%−11,000−12.9%Reduced
Hanson & Doremus Investment Management73,468$35.1M3.57%−5,301−6.7%Reduced
Ritholtz Wealth Management73,313$35.0M0.52%+708+1.0%Added
Resources Investment Advisors, LLC.73,055$34.9M0.29%−612−0.8%Reduced
D.A. Davidson & Co.72,865$34.8M0.19%−1,141−1.5%Reduced
Vanguard Portfolio Management LLC72,859$34.8M0.00%−12,804−14.9%Reduced
Principal Securities, Inc.72,621$34.7M0.42%+1,640+2.3%Added
7G Capital Management, LLC72,500$34.6M15.84%−37,500−34.1%Reduced
Vestmark Advisory Solutions, Inc.72,221$34.5M0.32%−4,426−5.8%Reduced
Untitled Investments LP71,955$34.4M13.37%−19,329−21.2%Reduced
CenterBook Partners LP71,595$34.2M1.68%−10,979−13.3%Reduced
Makena Capital Management LLC71,453$34.1M3.59%−12,273−14.7%Reduced
Pinpoint Asset Management (Singapore) Pte. Ltd.71,023$33.9M6.88%−1,499−2.1%Reduced
Cozad Asset Management Inc70,786$33.8M2.18%−1,313−1.8%Reduced
Global Retirement Partners, LLC70,677$33.8M0.52%+70,677New
Alta Capital Management LLC70,276$33.6M2.50%+52,878+303.9%Added
Carnegie Capital Asset Management, LLC73,641$33.5M0.67%+55,557+307.2%Added