TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) — Institutional Holders, Q2 2026

3,599 institutional investment managers reported a TSM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $363.4B. 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.

← TSM stock profile

TSM 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

417

Added to

1,448

Trimmed

1,301

Sold out

104

Biggest buyers

GOLDMAN SACHS GROUPAdded · +6,723,739 sh+$3.2B
PRICE T ROWE ASSOCIATESAdded · +3,160,741 sh+$1.5B
Situational AwarenessNew · +2,649,035 sh+$1.3B
BlackRockAdded · +1,888,666 sh+$902.0M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded · +1,671,544 sh+$798.3M

Biggest sellers

CITADEL ADVISORSTrimmed · -3,509,823 sh-$1.7B
CANTILLON CAPITAL MANAGEMENTTrimmed · -2,378,731 sh-$1.1B
D. E. ShawTrimmed · -2,285,747 sh-$1.1B
VAN ECK ASSOCIATESTrimmed · -2,051,400 sh-$979.7M
HSBC PLCTrimmed · -2,007,140 sh-$958.5M

TSM 13F holders ranked 1–100 of 3,599

Institutional investors reporting a position in TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	FMR#1 · 58,937,551 sh	58,937,551	$28.1B	1.22%	-2.4%
2	Capital World Investors#2 · 34,372,274 sh	34,372,274	$16.4B	1.94%	+4.5%
3	Sanders Capital#3 · 26,149,064 sh	26,149,064	$12.5B	12.51%	-6.8%
4	JPMORGAN CHASE#4 · 23,829,286 sh	23,829,286	$10.8B	0.60%	-0.6%
5	BlackRock#5 · 20,112,852 sh	20,112,852	$9.6B	0.14%	+10.4%
6	Fisher Asset Management#6 · 18,866,198 sh	18,866,198	$9.0B	2.68%	+1.3%
7	VAN ECK ASSOCIATES#7 · 17,210,604 sh	17,210,604	$8.2B	5.01%	-10.6%
8	GOLDMAN SACHS GROUP#8 · 16,125,333 sh	16,125,333	$7.7B	0.67%	+71.5%
9	MORGAN STANLEY#9 · 15,847,816 sh	15,847,816	$7.6B	0.40%	+7.3%
10	BANK OF AMERICA#10 · 15,282,620 sh	15,282,620	$7.3B	0.47%	+8.3%
11	Capital International Investors#11 · 11,676,869 sh	11,676,869	$5.5B	1.15%	+3.3%
12	PRICE T ROWE ASSOCIATES#12 · 11,320,845 sh	11,320,845	$5.4B	0.54%	+38.7%
13	JENNISON ASSOCIATES#13 · 10,687,770 sh	10,687,770	$5.1B	3.06%	-11.1%
14	Capital Research Global Investors#14 · 10,474,198 sh	10,474,198	$5.0B	0.70%	+4.9%
15	MASSACHUSETTS FINANCIAL SERVICES#15 · 9,510,209 sh	9,510,209	$4.7B	1.50%	-1.7%
16	UBS Group AG#16 · 9,567,964 sh	9,567,964	$4.6B	0.58%	-13.1%
17	COATUE MANAGEMENT#17 · 8,914,995 sh	8,914,995	$4.3B	8.76%	-4.0%
18	WCM INVESTMENT MANAGEMENT#18 · 9,261,509 sh	9,261,509	$4.2B	7.64%	-0.7%
19	Jupiter Topco#19 · 8,008,470 sh	8,008,470	$3.8B	1.56%	—
20	Bank of New York Mellon#20 · 7,812,021 sh	7,812,021	$3.7B	0.61%	-15.1%
21	FRANKLIN RESOURCES#21 · 7,011,592 sh	7,011,592	$3.3B	0.72%	-4.3%
22	ROYAL BANK OF CANADA#22 · 6,388,408 sh	6,388,408	$3.1B	0.45%	+1.5%
23	WELLINGTON MANAGEMENT GROUP LLP#23 · 6,383,164 sh	6,383,164	$3.0B	0.53%	-16.0%
24	AMERICAN CENTURY COMPANIES#24 · 6,223,473 sh	6,223,473	$3.0B	1.31%	-2.0%
25	NORTHERN#25 · 6,184,369 sh	6,184,369	$3.0B	0.34%	-5.0%
26	BROWN ADVISORY#26 · 5,976,344 sh	5,976,344	$2.9B	4.42%	-2.7%
27	SCHRODER INVESTMENT MANAGEMENT GROUP#27 · 5,755,556 sh	5,755,556	$2.7B	1.95%	-3.5%
28	AMERIPRISE FINANCIAL#28 · 5,080,898 sh	5,080,898	$2.4B	0.49%	+11.3%
29	ALLIANCEBERNSTEIN L.P.#29 · 7,029,705 sh	7,029,705	$2.4B	0.79%	-17.1%
30	WELLS FARGO & COMPANY#30 · 4,964,720 sh	4,964,720	$2.4B	0.38%	+6.8%
31	PineStone Asset Management#31 · 4,959,994 sh	4,959,994	$2.4B	—	-6.2%
32	WILLIAM BLAIR INVESTMENT MANAGEMENT#32 · 4,936,408 sh	4,936,408	$2.4B	7.09%	-10.5%
33	SUSQUEHANNA INTERNATIONAL GROUP, LLP#33 · 4,935,357 sh	4,935,357	$2.4B	0.18%	+26.9%
34	Clearbridge Investments#34 · 4,900,192 sh	4,900,192	$2.3B	1.94%	+3.2%
35	TIGER GLOBAL MANAGEMENT#35 · 4,881,008 sh	4,881,008	$2.3B	9.72%	-12.3%
36	EAGLE CAPITAL MANAGEMENT#36 · 4,423,550 sh	4,423,550	$2.1B	6.45%	-9.3%
37	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#37 · 4,032,346 sh	4,032,346	$1.9B	0.35%	-1.7%
38	SANDS CAPITAL MANAGEMENT#38 · 3,925,440 sh	3,925,440	$1.9B	6.96%	-33.0%
39	ENVESTNET ASSET MANAGEMENT#39 · 3,761,965 sh	3,761,965	$1.8B	0.42%	-1.5%
40	First Eagle Investment Management#40 · 3,745,597 sh	3,745,597	$1.8B	2.99%	-4.0%
41	Russell Investments Group, Ltd.#41 · 3,605,892 sh	3,605,892	$1.7B	1.51%	-4.5%
42	Invesco Ltd.#42 · 3,564,033 sh	3,564,033	$1.7B	0.13%	-10.6%
43	ALKEON CAPITAL MANAGEMENT#43 · 3,536,218 sh	3,536,218	$1.7B	2.28%	-34.8%
44	Fiera Capital#44 · 3,375,249 sh	3,375,249	$1.6B	5.85%	-35.2%
45	CITIGROUP#45 · 3,347,667 sh	3,347,667	$1.6B	0.53%	+19.7%
46	BARCLAYS PLC#46 · 3,292,893 sh	3,292,893	$1.6B	0.30%	-13.2%
47	VIKING GLOBAL INVESTORS#47 · 3,168,097 sh	3,168,097	$1.5B	4.31%	-29.0%
48	DIMENSIONAL FUND ADVISORS#48 · 3,107,543 sh	3,107,543	$1.5B	0.27%	-0.2%
49	LAZARD ASSET MANAGEMENT#49 · 3,014,900 sh	3,014,900	$1.4B	2.18%	+2.2%
50	HARDING LOEVNER#50 · 2,884,195 sh	2,884,195	$1.3B	12.68%	-17.6%
51	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#51 · 2,818,252 sh	2,818,252	$1.3B	0.60%	+145.8%
52	RAYMOND JAMES FINANCIAL#52 · 2,757,378 sh	2,757,378	$1.3B	0.36%	+3.0%
53	NOMURA ASSET MANAGEMENT INTERNATIONAL#53 · 2,657,044 sh	2,657,044	$1.3B	1.91%	-1.3%
54	Situational Awareness#54 · 2,649,035 sh	2,649,035	$1.3B	6.25%	New
55	FAYEZ SAROFIM#55 · 2,543,520 sh	2,543,520	$1.2B	2.86%	-0.2%
56	NATIXIS ADVISORS#56 · 2,486,724 sh	2,486,724	$1.2B	1.34%	+6.7%
57	BNP PARIBAS FINANCIAL MARKETS#57 · 2,474,456 sh	2,474,456	$1.2B	0.41%	+59.6%
58	VOYA INVESTMENT MANAGEMENT#58 · 2,456,558 sh	2,456,558	$1.2B	1.01%	-9.9%
59	MANUFACTURERS LIFE INSURANCE COMPANY, THE#59 · 2,349,022 sh	2,349,022	$1.1B	0.88%	-2.0%
60	LPL Financial#60 · 2,203,052 sh	2,203,052	$1.1B	0.24%	+5.2%
61	Soroban Capital Partners#61 · 2,174,760 sh	2,174,760	$1.0B	2.17%	+12.6%
62	Nuveen#62 · 2,134,689 sh	2,134,689	$1.0B	0.24%	-11.7%
63	SEI INVESTMENTS#63 · 2,124,629 sh	2,124,629	$1.0B	0.90%	-18.0%
64	HSBC PLC#64 · 2,130,767 sh	2,130,767	$1.0B	0.42%	-48.5%
65	Stockbridge Partners#65 · 2,072,924 sh	2,072,924	$990.0M	20.83%	-3.7%
66	Rafferty Asset Management#66 · 2,004,572 sh	2,004,572	$957.3M	2.18%	+111.0%
67	PRINCIPAL FINANCIAL GROUP#67 · 1,971,042 sh	1,971,042	$941.3M	0.46%	+0.2%
68	Hudson Bay Capital Management#68 · 1,933,095 sh	1,933,095	$923.2M	2.51%	+169.7%
69	NATIONAL BANK OF CANADA#69 · 1,860,966 sh	1,860,966	$888.4M	0.64%	+6.4%
70	MARSHALL WACE, LLP#70 · 1,810,476 sh	1,810,476	$864.6M	0.68%	-19.2%
71	JONES FINANCIAL COMPANIES LLLP#71 · 1,978,934 sh	1,978,934	$855.7M	0.34%	+10.3%
72	1832 Asset Management L.P.#72 · 1,772,353 sh	1,772,353	$846.4M	0.42%	-32.3%
73	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#73 · 1,742,631 sh	1,742,631	$832.2M	0.64%	+22.4%
74	BNP Paribas Asset Management Holding S.A.#74 · 1,692,413 sh	1,692,413	$808.0M	0.81%	+2.6%
75	Saturna Capital#75 · 1,864,582 sh	1,864,582	$807.9M	9.86%	-6.4%
76	Amundi#76 · 1,657,486 sh	1,657,486	$791.6M	0.19%	+5.3%
77	Appaloosa#77 · 1,650,000 sh	1,650,000	$788.0M	10.20%	+24.3%
78	BESSEMER GROUP#78 · 1,629,884 sh	1,629,884	$778.4M	1.07%	-8.5%
79	Point72 Asset Management, L.P.#79 · 1,603,897 sh	1,603,897	$766.0M	0.84%	-13.7%
80	MILLENNIUM MANAGEMENT#80 · 1,592,445 sh	1,592,445	$760.5M	0.28%	-28.7%
81	DEUTSCHE BANK AG\#81 · 1,588,382 sh	1,588,382	$758.6M	0.22%	-5.3%
82	AMF Tjanstepension AB#82 · 1,555,194 sh	1,555,194	$742.7M	—	-4.7%
83	ROYAL LONDON ASSET MANAGEMENT LTD#83 · 1,521,260 sh	1,521,260	$726.5M	1.34%	-4.5%
84	Legal & General Group Plc#84 · 1,500,473 sh	1,500,473	$715.1M	0.15%	-11.8%
85	LANSDOWNE PARTNERS (UK) LLP#85 · 1,475,803 sh	1,475,803	$704.8M	29.00%	+10.5%
86	Optiver Holding B.V.#86 · 1,471,191 sh	1,471,191	$702.6M	0.19%	+14.4%
87	Ninety One UK Ltd#87 · 1,470,148 sh	1,470,148	$702.1M	—	-6.8%
88	Altshuler Shaham Ltd#88 · 1,446,478 sh	1,446,478	$690.8M	8.56%	+0.2%
89	DODGE & COX#89 · 1,440,767 sh	1,440,767	$688.1M	0.36%	+1236.5%
90	Swedbank AB#90 · 1,438,520 sh	1,438,520	$687.0M	0.59%	+1.4%
91	Altimeter Capital Management#91 · 1,429,355 sh	1,429,355	$682.6M	6.94%	+4.7%
92	BAHL & GAYNOR#92 · 1,405,699 sh	1,405,699	$671.3M	3.10%	+3.7%
93	Harel Insurance Investments & Financial Services Ltd.#93 · 1,386,385 sh	1,386,385	$662.1M	3.22%	-0.3%
94	TUDOR INVESTMENT ET AL#94 · 1,369,304 sh	1,369,304	$653.9M	0.91%	+340.4%
95	Life Cycle Investment Partners Ltd#95 · 1,329,941 sh	1,329,941	$635.1M	2.96%	-20.0%
96	WINDACRE PARTNERSHIP#96 · 1,318,000 sh	1,318,000	$629.4M	6.22%	-40.7%
97	FIL Ltd#97 · 1,303,412 sh	1,303,412	$622.5M	0.45%	-13.3%
98	Evergreen Quality Fund GP, Ltd.#98 · 1,297,712 sh	1,297,712	$619.7M	9.99%	+260.5%
99	Sculptor Capital#99 · 1,290,000 sh	1,290,000	$616.1M	5.02%	+299.4%
100	Neuberger Berman Group#100 · 1,262,210 sh	1,262,210	$602.2M	0.40%	-0.8%

Funds that sold out of TSM in Q2 2026 (104)

Held TSM 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 TSM in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Blue Whale Capital LLP408,679 sh	408,679	$138.1M
D1 Capital Partners L.P.328,600 sh	328,600	$111.1M
TOMS Capital Investment Management328,000 sh	328,000	$110.8M
Ovata Capital Management Ltd218,101 sh	218,101	$70.1M
OLD MISSION CAPITAL172,475 sh	172,475	$58.3M
Luxor Capital Group154,565 sh	154,565	$52.2M
H&H International Investment151,200 sh	151,200	$51.1M
MIRAE ASSET SECURITIES (USA)150,814 sh	150,814	$51.0M
Aquatic Capital Management120,692 sh	120,692	$40.8M
E20 Capital Ltd113,247 sh	113,247	$38.3M
Junto Capital Management94,132 sh	94,132	$31.8M
BWCP73,218 sh	73,218	$24.7M
Night Squared64,977 sh	64,977	$22.0M
DUPONT CAPITAL MANAGEMENT56,261 sh	56,261	$19.0M
Nishkama Capital55,842 sh	55,842	$18.9M
Science & Technology Partners, L.P.53,700 sh	53,700	$18.1M
SummitTX Capital, L.P.52,220 sh	52,220	$17.6M
Deeter Investments LLP43,265 sh	43,265	$14.6M
BlueCrest Capital Management Ltd35,824 sh	35,824	$12.1M
Boundless Plain Ltd33,480 sh	33,480	$11.3M
Quantitative Investment Management30,829 sh	30,829	$10.4M
OLD NATIONAL BANCORP28,635 sh	28,635	$9.7M
Capula Management Ltd17,984 sh	17,984	$6.1M
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.16,539 sh	16,539	$5.6M
Motley Fool Wealth Management13,640 sh	13,640	$4.6M
Persistent Asset Partners Ltd12,486 sh	12,486	$4.2M
Strategic Advisors11,515 sh	11,515	$3.9M
PensionDanmark Pensionsforsikringsaktieselskab10,000 sh	10,000	$3.4M
EVOKE WEALTH8,910 sh	8,910	$3.0M
Baer Investment Advisory6,345 sh	6,345	$2.1M
B&D White Capital Company6,266 sh	6,266	$2.1M
Quadrant Private Wealth Management5,978 sh	5,978	$2.0M
Jain Global5,436 sh	5,436	$1.8M
FLOW TRADERS U.S.4,124 sh	4,124	$1.4M
49 WEALTH MANAGEMENT3,692 sh	3,692	$1.2M
Limestone Investment Advisors3,660 sh	3,660	$1.2M
Pacific Excel Wealth Advisors3,121 sh	3,121	$1.1M
Willis Johnson & Associates2,844 sh	2,844	$961.2K
J. Goldman2,800 sh	2,800	$946.3K
TWO SIGMA SECURITIES2,539 sh	2,539	$858.1K
Pathway Financial Advisors2,405 sh	2,405	$815.4K
Climber Capital SA2,209 sh	2,209	$746.2K
Newport Capital Group2,089 sh	2,089	$706.0K
VEGA INVESTMENT SOLUTIONS2,036 sh	2,036	$688.1K
Garton & Associates Financial Advisors2,025 sh	2,025	$684.3K
FIFTH LANE CAPITAL2,000 sh	2,000	$675.9K
Brooklyn FI1,977 sh	1,977	$668.1K
TrueWealth Financial Partners1,938 sh	1,938	$654.9K
Koss-Olinger Consulting1,917 sh	1,917	$647.9K
BLUEFIN CAPITAL MANAGEMENT1,890 sh	1,890	$638.7K
Sender & Partners1,793 sh	1,793	$605.9K
Capital Markets Trading UK LLP1,664 sh	1,664	$562.0K
ExodusPoint Capital Management1,460 sh	1,460	$493.4K
Global Endowment Management1,429 sh	1,429	$483.0K
AIRE ADVISORS1,164 sh	1,164	$393.4K
Blueshift Asset Management1,156 sh	1,156	$390.7K
Cross Staff Investments1,115 sh	1,115	$376.8K
ARWA966 sh	966	$353.1K
JGP Global Gestao de Recursos Ltda.1,038 sh	1,038	$350.8K
Verity Asset Management992 sh	992	$335.3K
HFG Advisors978 sh	978	$330.5K
TOWER BRIDGE ADVISORS976 sh	976	$329.8K
Bridgefront Capital957 sh	957	$323.4K
L2 Asset Management888 sh	888	$300.1K
Wealth Group, Ltd.888 sh	888	$300.0K
ProShare Advisors798 sh	798	$269.7K
DIVERSIFIED MANAGEMENT797 sh	797	$269.3K
Fi3 FINANCIAL ADVISORS782 sh	782	$265.3K
Richmond Investment Services745 sh	745	$251.8K
Broadhurst Jeffrey B715 sh	715	$241.5K
Paradice Investment Management706 sh	706	$238.6K
Asset Allocation & Management Company702 sh	702	$237.0K
Oasis Advisors696 sh	696	$235.3K
HUTCHINSON CAPITAL MANAGEMENT691 sh	691	$233.5K
Linscomb Wealth664 sh	664	$224.4K
Belvedere Trading635 sh	635	$214.6K
Gallacher Capital Management626 sh	626	$211.4K
Oakwell Private Wealth Management622 sh	622	$210.2K
Fund Advisors of America611 sh	611	$206.5K
Barry Investment Advisors591 sh	591	$200.2K
Avenir Tech Ltd455 sh	455	$153.8K
Destiny Wealth Partners373 sh	373	$126.1K
True Link Financial Advisors371 sh	371	$125.4K
Troy Asset Management Ltd168 sh	168	$56.8K
Covestor Ltd132 sh	132	$45.0K
POM Investment Strategies105 sh	105	$35.5K
RESOURCES MANAGEMENT /CT100 sh	100	$34.0K
Financial Freedom95 sh	95	$32.2K
INVESTMENT COUNSEL OF NEVADA80 sh	80	$27.0K
EVERMAY WEALTH MANAGEMENT68 sh	68	$23.0K
Clarity Asset Management65 sh	65	$22.0K
Delos Wealth Advisors51 sh	51	$17.2K
Networth Advisors51 sh	51	$17.2K
Team Financial Group50 sh	50	$16.9K
Raleigh Capital Management25 sh	25	$8.4K
MBM WEALTH CONSULTANTS19 sh	19	$6.4K
Gordian Capital Singapore Pte Ltd1,250 sh	1,250	$5.3K
Bank of New Hampshire15 sh	15	$5.1K
Portus Wealth Advisors14 sh	14	$4.7K
DAGCO11 sh	11	$3.7K

And 4 smaller positions.

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.