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TSM — TAIWAN SEMICONDUCTOR MANUFAC

Reported value held$173.88B
Funds holding (latest)85
SectorTechnology
Funds holding (Q2 2026)71
Institutional value$170.23B · 367.44M sh
New / Add / Cut / Exit4 / 25 / 37 / 2
Top-5 / Top-10 concentration50.9% / 69.1%
Institutional holdings change Accumulating +2.6% (+9.26M sh)
Institutional value change Up +43.8%

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.

FundQuarterSharesValuePortfolio WeightChange
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

View all 85 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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

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