TSM — TAIWAN SEMICONDUCTOR MANUFAC
As of Q2 2026, 71 SEC-registered investment managers reported holding TSM (TAIWAN SEMICONDUCTOR MANUFAC) in their latest 13F filings, with a combined reported value of $170.23B across 367.44M shares. That is +2.6% by share count (+9.26M shares) versus the previous quarter, while reported value moved +43.8%. Ownership is concentrated: the five largest holders account for 50.9% of reported value and the top ten for 69.1%.
Compared with the prior quarter, 4 opened new positions, 25 added to existing stakes, 37 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
TSM is classified in the Technology sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) history | Q2 2026 | 58.94M | $28.15B | 1.35% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 49.80M | $23.78B | 2.15% | Add |
| Capital World Investors history | Q2 2026 | 34.37M | $16.41B | 2.05% | Add |
| BlackRock Inc history | Q2 2026 | 20.11M | $9.61B | 0.15% | Add |
| Citadel Advisors history | Q2 2026 | 18.08M | $8.63B | 1.02% | Add |
| Morgan Stanley history | Q2 2026 | 15.85M | $7.57B | 0.42% | Add |
| Bank of America Corp history | Q2 2026 | 15.28M | $7.30B | 0.49% | Add |
| UBS Group AG history | Q2 2026 | 13.50M | $6.45B | 0.86% | Reduce |
| Capital Research Global Investors history | Q2 2026 | 10.47M | $5.00B | 0.73% | Add |
| MFS Investment Management history | Q2 2026 | 9.51M | $4.73B | 1.58% | Reduce |
| Coatue Management history | Q2 2026 | 8.91M | $4.26B | 9.37% | Reduce |
| BNY Mellon history | Q2 2026 | 7.81M | $3.73B | 0.62% | Reduce |
| Franklin Resources history | Q2 2026 | 7.01M | $3.35B | 0.77% | Reduce |
| Wellington Management Group history | Q2 2026 | 6.38M | $3.05B | 0.56% | Reduce |
| Northern Trust Corp history | Q2 2026 | 6.18M | $2.95B | 0.34% | Reduce |
| Janus Henderson Group history | Q1 2026 | 7.92M | $2.65B | 1.32% | Reduce |
| Wells Fargo & Co history | Q2 2026 | 5.43M | $2.60B | 0.44% | Add |
| Alkeon Capital Management history | Q2 2026 | 5.19M | $2.48B | 3.34% | Reduce |
| Tiger Global Management history | Q2 2026 | 4.88M | $2.33B | 9.75% | Reduce |
| Citigroup Inc history | Q2 2026 | 4.13M | $1.97B | 0.69% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 1.06M sh · $480.59M
- PSP Investments 125.00K sh · $59.70M
- Charles Schwab Investment Management 28.88K sh · $13.79M
- Norges Bank Investment Management 28.61K sh · $13.66M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 7.92M sh · $2.65B
- H&H International Investment sold 151.20K sh · $51.10M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Fidelity Management & Research (FMR) | 13.23M | 13.80M | 13.84M | 13.39M | 15.93M | 27.78M | 41.90M | 42.35M | 41.61M | 39.66M | 46.59M | 52.19M | 55.97M | 58.55M | 51.98M | 61.40M | 73.19M | 61.13M | 60.39M | 58.94M |
| Goldman Sachs Group | 11.35M | 13.85M | 14.19M | 18.05M | 13.31M | 13.87M | 10.11M | 10.06M | 9.48M | 9.26M | 11.44M | 11.06M | 11.65M | 14.31M | 17.31M | 13.29M | 13.11M | 13.30M | 24.29M | 49.80M |
| Capital World Investors | 35.51M | 36.23M | 36.08M | 35.15M | 30.54M | 25.91M | 31.54M | 34.67M | 37.12M | 41.36M | 42.06M | 40.05M | 35.31M | 35.60M | 30.76M | 31.89M | 27.74M | 27.40M | 32.89M | 34.37M |
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 15.64M | 17.53M | 14.56M | 14.44M | 17.18M | 16.48M | 18.22M | 20.11M |
| Citadel Advisors | 8.64M | 6.67M | 9.98M | 9.35M | 7.34M | 9.17M | 4.97M | 6.52M | 8.19M | 5.85M | 14.84M | 14.20M | 14.25M | 16.21M | 13.69M | 13.26M | 11.17M | 13.95M | 15.93M | 18.08M |
| Morgan Stanley | 14.40M | 13.02M | 24.51M | 27.58M | 25.47M | 32.51M | 24.64M | 21.40M | 23.80M | 20.83M | 14.92M | 16.33M | 17.82M | 18.36M | 19.03M | 13.74M | 15.09M | 13.51M | 14.77M | 15.85M |
| Bank of America Corp | 11.93M | 11.38M | 12.37M | 11.99M | 11.08M | 9.20M | 8.85M | 8.44M | 9.25M | 8.78M | 11.79M | 12.36M | 13.11M | 12.00M | 14.69M | 14.81M | 14.94M | 15.90M | 14.11M | 15.28M |
| UBS Group AG | 7.28M | 7.28M | 8.26M | 7.55M | 5.97M | 9.09M | 5.39M | 4.41M | 6.84M | 8.45M | 8.84M | 13.87M | 15.13M | 16.75M | 16.80M | 17.20M | 14.15M | 12.22M | 15.64M | 13.50M |
| Capital Research Global Investors | 7.84K | 27.33K | 32.67K | 31.16K | 37.99K | 44.12K | 117.53K | 117.56K | 118.57K | 1.51M | 1.51M | 1.72M | 1.72M | 1.74M | 1.98M | 1.87M | 1.93M | 3.22M | 9.99M | 10.47M |
| MFS Investment Management | 32.69M | 32.59M | — | 27.48M | 25.98M | 25.03M | 25.50M | 26.13M | 26.79M | 28.44M | 29.14M | 24.78M | 20.23M | 17.74M | 15.80M | 15.22M | 15.76M | 10.15M | 9.68M | 9.51M |
| Coatue Management | — | 858.28K | — | — | — | — | 5.90M | 6.76M | 2.37M | 312.47K | 10.34M | 11.39M | 9.37M | 9.96M | 7.96M | 8.07M | 8.07M | 8.63M | 9.28M | 8.91M |
| BNY Mellon | 33.48M | 31.97M | 29.59M | 28.71M | 27.41M | 26.07M | 24.95M | 26.56M | 25.71M | 25.11M | 24.27M | 23.57M | 22.60M | 19.38M | 17.61M | 17.01M | 13.86M | 11.59M | 9.20M | 7.81M |
| Franklin Resources | 3.89M | 3.54M | 3.58M | 4.23M | 4.76M | 5.21M | 5.29M | 5.82M | 5.91M | 5.66M | 5.45M | 5.67M | 6.42M | 8.50M | 7.39M | 7.36M | 6.91M | 7.51M | 7.33M | 7.01M |
| Wellington Management Group | 15.26M | 13.10M | 12.69M | 11.96M | 10.79M | 10.21M | 11.61M | 15.05M | 12.86M | 12.01M | 5.71M | 5.26M | 4.42M | 4.22M | 4.74M | 6.40M | 5.86M | 5.43M | 7.60M | 6.38M |
| Northern Trust Corp | 4.71M | 5.31M | 3.90M | 3.54M | 3.09M | 2.96M | 3.04M | 2.42M | 3.49M | 3.62M | 3.56M | 4.19M | 4.30M | 6.24M | 6.30M | 6.29M | 6.43M | 6.62M | 6.51M | 6.18M |
| Wells Fargo & Co | 12.50K | 1.10K | 4.35M | 3.45M | 3.39M | 3.33M | 3.47M | 3.26M | 3.27M | 4.64M | 3.81M | 4.03M | 4.13M | 4.25M | 7.23M | 4.16M | 4.07M | 4.28M | 4.66M | 5.43M |
| Alkeon Capital Management | 3.06M | 4.08M | 5.55M | 5.83M | 6.94M | 7.73M | 11.07M | 8.62M | 7.90M | 7.40M | 17.13M | 15.56M | 11.55M | 10.95M | 13.86M | 11.70M | 11.26M | 7.61M | 9.72M | 5.19M |
| Tiger Global Management | — | — | — | — | 1.32M | — | 1.59M | 1.87M | 2.06M | 3.04M | 3.04M | 3.07M | 3.63M | 3.63M | 4.24M | 4.58M | 4.58M | 3.73M | 5.57M | 4.88M |
| Citigroup Inc | 5.69M | 6.20M | 5.60M | 5.72M | 5.64M | 4.72M | 2.24M | 2.32M | 3.88M | 2.30M | 3.60M | 1.85M | 2.42M | 2.54M | 4.38M | 3.42M | 4.25M | 2.51M | 3.66M | 4.13M |
| First Eagle Investment Management | 9.62M | 9.27M | 9.06M | 8.96M | 8.91M | 9.03M | 9.04M | 9.06M | 8.98M | 9.07M | 9.06M | 6.28M | 5.85M | 5.64M | 5.65M | 6.69M | 6.70M | 5.94M | 3.90M | 3.75M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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