TOWER SEMICONDUCTOR LTD (TSEM) — Institutional Holders, Q2 2026

457 institutional investment managers reported a TSEM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $17.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← TSEM stock profile

TSEM in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

126

Added to

112

Trimmed

164

Sold out

Biggest buyers

JANE STREET GROUPAdded · +1,737,977 sh+$453.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNew · +928,208 sh+$241.9M
FMRNew · +920,247 sh+$239.9M
Polar Capital PlcAdded · +869,653 sh+$226.7M
Clal Insurance Enterprises LtdAdded · +686,240 sh+$178.9M

Biggest sellers

MEITAV INVESTMENT HOUSE LTDSold out · -1,777,487 sh-$463.3M
WT Asset Management LtdSold out · -1,467,302 sh-$382.4M
Whale Rock Capital ManagementSold out · -1,066,737 sh-$278.0M
BlackRockTrimmed · -979,231 sh-$255.2M
GF FUND MANAGEMENT LTD.Trimmed · -918,539 sh-$239.4M

TSEM 13F holders ranked 1–100 of 457

Institutional investors reporting a position in TOWER SEMICONDUCTOR LTD on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	PRICE T ROWE ASSOCIATES#1 · 7,023,150 sh	7,023,150	$1.8B	0.18%	-4.5%
2	Clal Insurance Enterprises Ltd#2 · 4,658,848 sh	4,658,848	$1.2B	5.39%	+17.3%
3	Phoenix Financial Ltd.#3 · 3,505,778 sh	3,505,778	$913.7M	6.23%	+3.4%
4	BlackRock#4 · 3,290,073 sh	3,290,073	$857.5M	0.01%	-22.9%
5	VANGUARD CAPITAL MANAGEMENT#5 · 3,147,369 sh	3,147,369	$814.9M	0.02%	+2.1%
6	JANE STREET GROUP#6 · 2,928,515 sh	2,928,515	$763.3M	0.06%	+146.0%
7	USS Investment Management Ltd#7 · 26,142 sh	26,142	$670.6M	2.41%	-22.2%
8	Harel Insurance Investments & Financial Services Ltd.#8 · 2,279,379 sh	2,279,379	$594.1M	2.89%	+14.5%
9	Senvest Management#9 · 1,823,082 sh	1,823,082	$475.2M	13.94%	-19.8%
10	Migdal Insurance & Financial Ltd.#10 · 1,730,723 sh	1,730,723	$451.1M	2.89%	-14.1%
11	Jupiter Topco#11 · 1,464,914 sh	1,464,914	$381.8M	0.16%	—
12	Capital World Investors#12 · 1,355,425 sh	1,355,425	$353.3M	0.04%	+2.2%
13	Invesco Ltd.#13 · 1,336,854 sh	1,336,854	$348.4M	0.03%	-38.7%
14	Mawer Investment Management Ltd.#14 · 1,038,086 sh	1,038,086	$270.6M	1.84%	+7.6%
15	Polar Capital Plc#15 · 1,015,166 sh	1,015,166	$264.6M	0.62%	+597.6%
16	VANGUARD FIDUCIARY#16 · 1,000,853 sh	1,000,853	$259.1M	0.06%	+1.9%
17	Y.D. More Investments Ltd#17 · 949,549 sh	949,549	$243.8M	7.59%	+2.0%
18	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#18 · 928,208 sh	928,208	$241.1M	0.11%	New
19	FMR#19 · 920,247 sh	920,247	$239.7M	0.01%	New
20	MILLENNIUM MANAGEMENT#20 · 850,421 sh	850,421	$221.7M	0.08%	+47.0%
21	MARSHALL WACE, LLP#21 · 778,218 sh	778,218	$202.8M	0.16%	+83.5%
22	NORGES BANK#22 · 763,552 sh	763,552	$198.3M	0.02%	—
23	GOLDMAN SACHS GROUP#23 · 722,135 sh	722,135	$188.2M	0.02%	+77.0%
24	D. E. Shaw#24 · 687,763 sh	687,763	$179.3M	0.09%	+2283.9%
25	Qube Research & Technologies Ltd#25 · 638,079 sh	638,079	$166.3M	0.15%	+249.6%
26	TWO SIGMA INVESTMENTS#26 · 611,924 sh	611,924	$159.5M	0.12%	+6274.2%
27	Capital International Investors#27 · 572,299 sh	572,299	$149.2M	0.03%	0.0%
28	AXIOM INVESTORS#28 · 523,887 sh	523,887	$136.5M	1.18%	New
29	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT#29 · 517,547 sh	517,547	$134.9M	2.37%	-25.2%
30	Legal & General Group Plc#30 · 514,240 sh	514,240	$131.9M	0.03%	-4.0%
31	GILDER GAGNON HOWE#31 · 464,018 sh	464,018	$120.9M	1.25%	-1.6%
32	Turiya Advisors Asia Ltd#32 · 450,519 sh	450,519	$117.4M	26.71%	-41.2%
33	MENORA MIVTACHIM LTD.#33 · 447,992 sh	447,992	$116.8M	0.46%	-14.3%
34	JPMORGAN CHASE#34 · 450,369 sh	450,369	$115.1M	<0.01%	-16.7%
35	Neuberger Berman Group#35 · 434,320 sh	434,320	$113.2M	0.08%	+8.3%
36	BANK OF AMERICA#36 · 412,221 sh	412,221	$107.4M	<0.01%	-39.8%
37	Swiss National Bank#37 · 401,044 sh	401,044	$103.0M	0.05%	-3.3%
38	Shannon River Fund Management#38 · 382,933 sh	382,933	$99.8M	8.91%	-24.1%
39	WELLINGTON MANAGEMENT GROUP LLP#39 · 372,445 sh	372,445	$96.9M	0.02%	-61.2%
40	Analog Century Management#40 · 359,758 sh	359,758	$93.8M	3.43%	-22.3%
41	CANADA PENSION PLAN INVESTMENT BOARD#41 · 358,562 sh	358,562	$92.0M	0.05%	+4.5%
42	SYSTEMATIC FINANCIAL MANAGEMENT#42 · 325,159 sh	325,159	$84.7M	1.69%	-40.8%
43	DEUTSCHE BANK AG\#43 · 310,679 sh	310,679	$81.0M	0.02%	+71.2%
44	Penserra Capital Management#44 · 284,805 sh	284,805	$74.2M	0.57%	-15.5%
45	Pictet Asset Management Holding SA#45 · 270,065 sh	270,065	$70.2M	0.07%	+482.2%
46	Defiance ETFs#46 · 284,805 sh	284,805	$69.9M	0.95%	-14.4%
47	Nuveen#47 · 266,563 sh	266,563	$68.4M	0.02%	+3.6%
48	JENNISON ASSOCIATES#48 · 249,728 sh	249,728	$65.1M	0.04%	-59.4%
49	RAYMOND JAMES FINANCIAL#49 · 249,203 sh	249,203	$65.0M	0.02%	+78.5%
50	GF FUND MANAGEMENT LTD.#50 · 225,856 sh	225,856	$58.9M	—	-80.3%
51	DRIEHAUS CAPITAL MANAGEMENT#51 · 225,114 sh	225,114	$58.7M	0.34%	-31.0%
52	VANGUARD ASSET MANAGEMENT, Ltd#52 · 220,111 sh	220,111	$57.0M	0.04%	+13.2%
53	RENAISSANCE TECHNOLOGIES#53 · 211,049 sh	211,049	$55.0M	0.08%	-23.2%
54	Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec#54 · 206,991 sh	206,991	$54.0M	7.11%	-53.8%
55	Bank of New York Mellon#55 · 194,793 sh	194,793	$50.8M	<0.01%	+20.6%
56	TD ASSET MANAGEMENT#56 · 192,707 sh	192,707	$50.0M	0.04%	-4.1%
57	SUSQUEHANNA INTERNATIONAL GROUP, LLP#57 · 191,653 sh	191,653	$50.0M	<0.01%	+478.8%
58	Think Investments#58 · 190,900 sh	190,900	$49.8M	5.88%	+3.0%
59	UBS Group AG#59 · 189,257 sh	189,257	$49.3M	<0.01%	-67.6%
60	MORGAN STANLEY#60 · 178,396 sh	178,396	$46.5M	<0.01%	-73.3%
61	Allspring Global Investments#61 · 180,373 sh	180,373	$44.3M	0.07%	-0.7%
62	KING LUTHER CAPITAL MANAGEMENT#62 · 165,243 sh	165,243	$43.1M	0.18%	-17.7%
63	FRANKLIN RESOURCES#63 · 145,818 sh	145,818	$37.9M	<0.01%	-9.7%
64	CITIGROUP#64 · 143,807 sh	143,807	$36.9M	0.01%	-54.0%
65	NEUMEIER POMA INVESTMENT COUNSEL#65 · 141,215 sh	141,215	$36.8M	2.52%	-41.0%
66	Altshuler Shaham Ltd#66 · 142,910 sh	142,910	$36.7M	0.45%	-58.0%
67	DIMENSIONAL FUND ADVISORS#67 · 140,642 sh	140,642	$36.7M	<0.01%	New
68	Alta Park Capital#68 · 131,216 sh	131,216	$34.2M	3.13%	-13.5%
69	Trexquant Investment#69 · 122,091 sh	122,091	$31.8M	0.19%	New
70	Amundi#70 · 119,107 sh	119,107	$31.0M	<0.01%	+11.9%
71	Assenagon Asset Management S.A.#71 · 118,406 sh	118,406	$30.4M	—	+4.4%
72	CAPITAL FUND MANAGEMENT S.A.#72 · 113,379 sh	113,379	$29.6M	0.13%	New
73	SCHWARTZ INVESTMENT COUNSEL#73 · 110,000 sh	110,000	$28.7M	—	-57.7%
74	SPHERA FUNDS MANAGEMENT LTD.#74 · 108,265 sh	108,265	$28.2M	3.68%	-25.7%
75	CITADEL ADVISORS#75 · 108,141 sh	108,141	$28.2M	<0.01%	+3014.7%
76	Andar Capital Management HK Ltd#76 · 108,000 sh	108,000	$28.1M	12.63%	-16.9%
77	ROYCE & ASSOCIATES#77 · 106,702 sh	106,702	$27.8M	0.22%	-3.6%
78	ESSEX INVESTMENT MANAGEMENT#78 · 105,543 sh	105,543	$27.5M	—	-9.0%
79	Herald Investment Management Ltd#79 · 99,000 sh	99,000	$25.8M	—	-40.4%
80	Walleye Capital#80 · 96,275 sh	96,275	$25.1M	0.09%	+118.8%
81	GEODE CAPITAL MANAGEMENT#81 · 93,441 sh	93,441	$24.4M	<0.01%	+0.3%
82	VICTORY CAPITAL MANAGEMENT#82 · 92,180 sh	92,180	$24.0M	0.01%	-29.4%
83	ALLIANCEBERNSTEIN L.P.#83 · 126,667 sh	126,667	$22.2M	<0.01%	-53.2%
84	BARCLAYS PLC#84 · 85,082 sh	85,082	$22.2M	<0.01%	+40.7%
85	CREDIT AGRICOLE S A#85 · 84,177 sh	84,177	$21.9M	0.04%	-41.4%
86	AMERICAN CENTURY COMPANIES#86 · 81,042 sh	81,042	$21.1M	<0.01%	-43.4%
87	FIRST ADVISORS#87 · 75,716 sh	75,716	$19.7M	0.01%	+1886.8%
88	GENDELL JEFFREY L#88 · 75,000 sh	75,000	$19.5M	0.17%	0.0%
89	Calamos Advisors#89 · 74,738 sh	74,738	$19.5M	0.06%	-44.1%
90	HRT FINANCIAL#90 · 152,733 sh	152,733	$18.2M	0.05%	+392.6%
91	Benchstone Capital Management#91 · 66,967 sh	66,967	$17.5M	2.11%	New
92	Swedbank AB#92 · 62,120 sh	62,120	$16.2M	0.01%	-22.8%
93	KP Management#93 · 61,035 sh	61,035	$15.9M	2.99%	0.0%
94	SG Capital Management#94 · 60,952 sh	60,952	$15.9M	1.31%	New
95	PUBLIC SECTOR PENSION INVESTMENT BOARD#95 · 61,697 sh	61,697	$15.8M	0.04%	+6.7%
96	EAGLE GLOBAL ADVISORS#96 · 60,323 sh	60,323	$15.7M	0.52%	0.0%
97	BANK OF MONTREAL#97 · 58,610 sh	58,610	$15.3M	<0.01%	+28.8%
98	Vanguard Investments Australia, Ltd.#98 · 57,145 sh	57,145	$14.8M	0.04%	+3.2%
99	Munro Partners#99 · 56,530 sh	56,530	$14.7M	0.32%	New
100	LMR Partners LLP#100 · 49,844 sh	49,844	$13.0M	0.05%	-79.6%

Funds that sold out of TSEM in Q2 2026 (52)

Held TSEM at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held TSEM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MEITAV INVESTMENT HOUSE LTD1,777,487 sh	1,777,487	$307.9M
WT Asset Management Ltd1,467,302 sh	1,467,302	$257.5M
Whale Rock Capital Management1,066,737 sh	1,066,737	$187.2M
E20 Capital Ltd613,788 sh	613,788	$107.7M
Value Aligned Research Advisors270,441 sh	270,441	$47.5M
Rokos Capital Management LLP237,628 sh	237,628	$41.7M
Evergreen Quality Fund GP, Ltd.163,600 sh	163,600	$28.7M
BIT Capital GmbH153,660 sh	153,660	$27.0M
Valliance Asset Management Ltd130,200 sh	130,200	$22.8M
Park West Asset Management86,540 sh	86,540	$15.2M
SILVERCREST ASSET MANAGEMENT GROUP75,043 sh	75,043	$13.2M
HEALTHCARE OF ONTARIO PENSION PLAN FUND73,900 sh	73,900	$13.0M
Nishkama Capital69,225 sh	69,225	$12.1M
Persistent Asset Partners Ltd67,608 sh	67,608	$11.9M
Science & Technology Partners, L.P.45,300 sh	45,300	$7.9M
Hidden Lake Asset Management40,464 sh	40,464	$7.1M
Polymer Capital Management (HK) LTD32,826 sh	32,826	$5.8M
Granahan Investment Management29,902 sh	29,902	$5.2M
Pier Capital29,096 sh	29,096	$5.1M
Man Group plc28,126 sh	28,126	$4.9M
Yahav Achim Ve Achayot - Provident Funds Management Ltd.27,858 sh	27,858	$4.9M
Polymer Capital Management (US)27,694 sh	27,694	$4.9M
SUSQUEHANNA ADVISORS GROUP23,408 sh	23,408	$4.1M
Itau Unibanco Holding S.A.34,000 sh	34,000	$4.1M
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.20,800 sh	20,800	$3.6M
Private Advisor Group20,342 sh	20,342	$3.6M
IMC-Chicago18,458 sh	18,458	$3.2M
NEW YORK STATE COMMON RETIREMENT FUND17,874 sh	17,874	$3.1M
Concentric Capital Strategies4,944 sh	4,944	$867.6K
SANDLER CAPITAL MANAGEMENT4,100 sh	4,100	$719.5K
Osmosis Investment Management UK Ltd2,903 sh	2,903	$494.9K
RIA Advisory Group2,499 sh	2,499	$438.5K
HSBC PLC2,215 sh	2,215	$383.9K
AIGEN INVESTMENT MANAGEMENT1,919 sh	1,919	$336.7K
StoneX Group1,834 sh	1,834	$321.8K
Ironwood Investment Counsel1,384 sh	1,384	$242.9K
PARK NATIONAL1,318 sh	1,318	$231.3K
Absolute Gestao de Investimentos Ltda.1,285 sh	1,285	$225.5K
Atria Investments1,233 sh	1,233	$216.4K
Meridian Wealth Management1,158 sh	1,158	$203.2K
Truxt Investmentos Ltda.1,112 sh	1,112	$195.1K
Advisory Services Network995 sh	995	$174.6K
Hanson & Doremus Investment Management300 sh	300	$53.0K
Wall Street Financial Group200 sh	200	$35.1K
MAI Capital Management142 sh	142	$24.9K
Golden State Equity Partners68 sh	68	$11.9K
Rachor Investment Advisory Services24 sh	24	$4.2K
MassMutual Private Wealth & , FSB17 sh	17	$3.0K
Innovative Asset Advisors Group11 sh	11	$1.9K
TOTH FINANCIAL ADVISORY8 sh	8	$1.4K
Friedenthal Financial4 sh	4	$702.00
Root Financial Partners3 sh	3	$526.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.