Taiwan Fund Inc
TWN- Exchange
- NYSE
- SEC CIK
- 0000804123
No open-market purchases or sales by Taiwan Fund Inc insiders were filed in the last 90 days; 38 institutions reported holding it in 13F filings for Q2 2026, worth $434.2M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Taiwan Fund Inc 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
- 32
- +3 vs. Q3 2025
- Shares held
- 5.06M
- −222.6K (−4.2%) vs. Q3 2025
- Total value
- $270.4M
- −$15.5M (−5.4%) vs. Q3 2025
- New holders
- 3
- 4 more added
- Sold out
- 0
- 10 more reduced
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TWN 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 | 38 | $434.2M |
| Q1 2026 | 33 | $304.6M |
| Q4 2025 | 32 | $270.4M |
| Q3 2025 | 29 | $286.0M |
| Q2 2025 | 31 | $239.4M |
| Q1 2025 | 29 | $181.7M |
| Q4 2024 | 34 | $204.5M |
| Q3 2024 | 33 | $255.8M |
| Q2 2024 | 33 | $252.9M |
| Q1 2024 | 29 | $235.5M |
| Q4 2023 | 29 | $215.6M |
| Q3 2023 | 31 | $188.8M |
| Q2 2023 | 27 | $199.0M |
| Q1 2023 | 28 | $169.2M |
| Q4 2022 | 27 | $144.3M |
| Q3 2022 | 26 | $130.4M |
| Q2 2022 | 28 | $158.9M |
| Q1 2022 | 27 | $203.1M |
| Q4 2021 | 26 | $231.0M |
| Q3 2021 | 27 | $217.5M |
| Q2 2021 | 24 | $217.0M |
| Q1 2021 | 24 | $175.6M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Taiwan Fund Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 0 | $10 | 0.00% | 0 | Unchanged |
| Deutsche Bank AG | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $214 | 0.00% | +4 | New |
| Jones Financial Companies LLLP | 64 | $3.42K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 111 | $6.00K | 0.00% | −14−11.2% | Reduced |
| Bank of America Corp | 166 | $8.86K | 0.00% | −220−57.0% | Reduced |
| Ancora Advisors, LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,057 | $56.6K | 0.00% | −15−1.4% | Reduced |
| Rothschild Investment LLC | 1,192 | $63.6K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 1,625 | $86.8K | 0.00% | +153+10.4% | Added |
| The PNC Financial Services Group, Inc. | 1,680 | $89.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,085 | $111.3K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2,510 | $134.0K | 0.02% | +144+6.1% | Added |
| UBS Group AG | 3,402 | $181.6K | 0.00% | +2,442+254.4% | Added |
| Logan Stone Capital, LLC | 4,848 | $258.8K | 0.06% | +4,848 | New |
| Hudson Portfolio Management LLC | 8,320 | $444.1K | 0.38% | 00.0% | Unchanged |
| Quantedge Capital Pte Ltd | 13,436 | $717.2K | 0.34% | −10,048−42.8% | Reduced |
| Evolve Private Wealth, LLC | 17,122 | $914.6K | 0.05% | +17,122 | New |
| Banque Cantonale Vaudoise | 25,000 | $1.33M | 0.05% | 00.0% | Unchanged |
| CSS LLC | 31,707 | $1.69M | 0.10% | −1,717−5.1% | Reduced |
| Shaker Financial Services, LLC | 39,333 | $2.34M | 0.74% | −10,105−20.4% | Reduced |
| Rock Creek Group, LP | 66,210 | $3.53M | 0.40% | 00.0% | Unchanged |
| STRS Ohio | 70,000 | $3.74M | 0.01% | 00.0% | Unchanged |
| Karpus Management, Inc. | 77,700 | $4.15M | 0.13% | −2,951−3.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 82,666 | $4.41M | 1.49% | −1,916−2.3% | Reduced |
| Matisse Capital | 84,000 | $4.48M | 2.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 120,032 | $6.41M | 0.44% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 226,694 | $12.1M | 0.41% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 292,609 | $15.6M | 0.05% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 511,375 | $27.3M | 0.04% | −112,680−18.1% | Reduced |
| Lazard Asset Management LLC | 1,123,030 | $59.9M | 0.10% | +41,221+3.8% | Added |
| City of London Investment Management Co Ltd | 2,252,935 | $120.3M | 9.01% | −148,854−6.2% | Reduced |