TAIWAN SEMICONDUCTOR MFG LTD TSM
SPONSORED ADS · ADR · CUSIP 874039100 · ISIN US8740391003
Semiconductor foundry company headquartered in Taiwan
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.7bn this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $473.94. Options: 102 managers hold calls ($36.2bn notional), 102 hold puts ($48.3bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 1,305 |
| Q4 2022 | 1,403 |
| Q1 2023 | 1,501 |
| Q2 2023 | 1,571 |
| Q3 2023 | 1,530 |
| Q4 2023 | 1,683 |
| Q1 2024 | 1,914 |
| Q2 2024 | 2,109 |
| Q3 2024 | 2,193 |
| Q4 2024 | 2,467 |
| Q1 2025 | 2,444 |
| Q2 2025 | 2,646 |
| Q3 2025 | 2,801 |
| Q4 2025 | 3,123 |
| Q1 2026 | 3,281 |
| Q2 2026 | 3,565 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 1,094 | 889 |
| Q4 2024 | 1,152 | 936 |
| Q1 2025 | 1,299 | 1,058 |
| Q2 2025 | 1,487 | 961 |
| Q3 2025 | 1,490 | 1,028 |
| Q4 2025 | 1,440 | 1,182 |
| Q1 2026 | 1,606 | 1,374 |
| Q2 2026 | 1,849 | 1,408 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $18.3bn | $24.4bn | 1.33 |
| Q4 2025 | $15.0bn | $28.7bn | 1.91 |
| Q1 2026 | $23.3bn | $29.1bn | 1.25 |
| Q2 2026 | $36.2bn | $48.3bn | 1.33 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +6.7m |
| First Eagle Investment Management, LLC | Added | +3.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +3.2m |
| Situational Awareness LP | Added | +2.6m |
| Assenagon Asset Management S.A. | New | +2.1m |
| BlackRock, Inc. | Added | +1.9m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +1.7m |
| Capital World Investors | Added | +1.5m |
| Dodge & Cox | Added | +1.3m |
| Hudson Bay Capital Management LP | Added | +1.2m |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -3.5m |
| Cantillon Capital Management LLC | Reduced | -2.4m |
| D. E. Shaw & Co., Inc. | Reduced | -2.3m |
| VAN ECK ASSOCIATES CORP | Reduced | -2.1m |
| HSBC HOLDINGS PLC | Reduced | -2.0m |
| SANDS CAPITAL MANAGEMENT, LLC | Reduced | -1.9m |
| Sanders Capital, LLC | Reduced | -1.9m |
| ALKEON CAPITAL MANAGEMENT LLC | Reduced | -1.9m |
| Fiera Capital Corp | Reduced | -1.8m |
| FMR LLC | Reduced | -1.5m |
Biggest calls
| GOLDMAN SACHS GROUP INC | Added | $8.8bn18.5m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $8.2bn17.2m shares |
| CITADEL ADVISORS LLC | Added | $3.7bn7.8m shares |
| JANE STREET GROUP, LLC | Added | $3.0bn6.3m shares |
| CTC LLC | Added | $1.9bn40.2k shares |
| IMC-Chicago, LLC | Added | $1.8bn3.8m shares |
| Value Aligned Research Advisors, LLC | Reduced | $1.0bn2.2m shares |
| Optiver Holding B.V. | Added | $930.4m1.9m shares |
| 1832 Asset Management L.P. | New | $811.9m1.7m shares |
| UBS Group AG | Reduced | $753.2m1.6m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $8.0bn16.8m shares |
| GOLDMAN SACHS GROUP INC | Added | $7.3bn15.2m shares |
| JANE STREET GROUP, LLC | Added | $6.7bn14.1m shares |
| CITADEL ADVISORS LLC | Added | $4.6bn9.7m shares |
| IMC-Chicago, LLC | Added | $2.7bn5.7m shares |
| Optiver Holding B.V. | Added | $2.5bn5.3m shares |
| CTC LLC | Added | $2.3bn47.6k shares |
| HSBC HOLDINGS PLC | Reduced | $1.3bn2.8m shares |
| UBS Group AG | Reduced | $1.1bn2.4m shares |
| TUDOR INVESTMENT CORP ET AL | Added | $1.0bn2.2m shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 4 | $322.1k | 0 | — | — |
| Q2 2026 | 31 | $14.5k | 1 | — | — |
| Q3 2026 | 31 | $9.9k | 1 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-07 | Chang Tzonz-Sheng SVP · By ESPP Trust | Bought | —53 shares |
| 2026-09-07 | Chen Pei-Hung VP · By ESPP Trust | Bought | —46 shares |
| 2026-09-07 | Chin Yung-Pei EVP and Co-COO · By ESPP Trust | Bought | —71 shares |
| 2026-09-07 | Cao Min VP · By ESPP Trust | Bought | —56 shares |
| 2026-09-07 | Chen Chih-Ho Controller · By ESPP Trust | Bought | —32 shares |
| 2026-09-07 | Chuang Tzu-Sou VP · By ESPP Trust | Bought | —47 shares |
| 2026-09-07 | He Jun VP · By ESPP Trust | Bought | —46 shares |
| 2026-09-07 | Fang Shu-Hua SVP and GC · By ESPP Trust | Bought | —56 shares |
| 2026-09-07 | Chuang Juiping VP · By ESPP Trust | Bought | —50 shares |
| 2026-09-07 | Hou Yung-Chin SVP and Deputy Co-COO · By ESPP Trust | Bought | —61 shares |
| 2026-09-07 | Ku Yao-Ching VP · By ESPP Trust | Bought | —47 shares |
| 2026-09-07 | Huang Jen-Chau SVP and CFO · By ESPP Trust | Bought | —30 shares |
| 2026-09-07 | Hsu Kuo-Chin VP · By ESPP Trust | Bought | —55 shares |
| 2026-09-07 | Hwang Yuan-Ko VP · By ESPP Trust | Bought | —40 shares |
| 2026-09-07 | Jang Syun-Ming VP · By ESPP Trust | Bought | —49 shares |
| 2026-09-07 | Lu Lee-Chung VP · By ESPP Trust | Bought | —51 shares |
| 2026-09-07 | Lee Chun-Hsien SVP · By ESPP Trust | Bought | —52 shares |
| 2026-09-07 | Lin Shyue-Shyh VP · By ESPP Trust | Bought | —44 shares |
| 2026-09-07 | Lin Chris Horng-Dar VP and CIO · By ESPP Trust | Bought | —47 shares |
| 2026-09-07 | Lu Chin-Sheng VP · By ESPP Trust | Bought | —38 shares |
| 2026-09-07 | Wang Ying-Lang SVP · By ESPP Trust | Bought | —54 shares |
| 2026-09-07 | Tien Bor-Zen VP · By ESPP Trust | Bought | —43 shares |
| 2026-09-07 | Tien Bor-Zen VP · By Immediate Family Member | Bought | —5 shares |
| 2026-09-07 | Wei Che-Chia Chairman and CEO, director · By ESPP Trust | Bought | —149 shares |
| 2026-09-07 | Wu Shien-Yang SVP · By ESPP Trust | Bought | —57 shares |
| 2026-09-07 | Mii Yuh-Jier EVP and Co-COO · By ESPP Trust | Bought | —71 shares |
| 2026-09-07 | Yuan Lipen VP · By ESPP Trust | Bought | —41 shares |
| 2026-09-07 | Zhang Kevin Xiaoqiang SVP and Deputy Co-COO · By ESPP Trust | Bought | —61 shares |
| 2026-09-07 | Yeap Choh Fei SVP · By ESPP Trust | Bought | —54 shares |
| 2026-09-07 | Yoo Chue-San VP · By ESPP Trust | Bought | —53 shares |
The latest 30 of 212 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 1.22% of their portfolio | 58.9m $28.1bn | Reduced -1.5m |
| Capital World Investors 1.94% of their portfolio | 34.4m $16.4bn | Added +1.5m |
| Sanders Capital, LLC 12.51% of their portfolio | 26.1m $12.5bn | Reduced -1.9m |
| JPMORGAN CHASE & CO 0.63% of their portfolio | 23.8m $10.8bn | Reduced -155.4k |
| BlackRock, Inc. 0.14% of their portfolio | 20.1m $9.6bn | Added +1.9m |
| Fisher Asset Management, LLC 2.68% of their portfolio | 18.9m $9.0bn | Added +248.5k |
| VAN ECK ASSOCIATES CORP 5.01% of their portfolio | 17.2m $8.2bn | Reduced -2.1m |
| GOLDMAN SACHS GROUP INC 0.81% of their portfolio | 16.1m $7.7bn | Added +6.7m |
| MORGAN STANLEY 0.40% of their portfolio | 15.8m $7.6bn | Added +1.1m |
| BANK OF AMERICA CORP /DE/ 0.47% of their portfolio | 15.3m $7.3bn | Added +1.2m |
| Capital International Investors 1.15% of their portfolio | 11.7m $5.5bn | Added +370.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.54% of their portfolio | 11.3m $5.4bn | Added +3.2m |
| JENNISON ASSOCIATES LLC 3.06% of their portfolio | 10.7m $5.1bn | Reduced -1.3m |
| Capital Research Global Investors 0.70% of their portfolio | 10.5m $5.0bn | Added +484.5k |
| UBS Group AG 0.73% of their portfolio | 9.6m $4.6bn | Reduced -1.4m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.50% of their portfolio | 9.5m $4.7bn | Reduced -167.6k |
| WCM INVESTMENT MANAGEMENT, LLC 7.64% of their portfolio | 9.3m $4.2bn | Reduced -66.1k |
| COATUE MANAGEMENT LLC 8.76% of their portfolio | 8.9m $4.3bn | Reduced -368.6k |
| Jupiter Topco LLC 1.56% of their portfolio | 8.0m $3.8bn | First filing |
| Bank of New York Mellon Corp 0.61% of their portfolio | 7.8m $3.7bn | Reduced -1.4m |
| First Eagle Investment Management, LLC 2.96% of their portfolio | 7.5m $3.6bn | Added +3.6m |
| ALLIANCEBERNSTEIN L.P. 0.79% of their portfolio | 7.0m $2.4bn | Reduced -1.5m |
| FRANKLIN RESOURCES INC 0.72% of their portfolio | 7.0m $3.3bn | Reduced -315.6k |
| ROYAL BANK OF CANADA 0.52% of their portfolio | 6.4m $3.1bn | Added +95.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.53% of their portfolio | 6.4m $3.0bn | Reduced -1.2m |
| AMERICAN CENTURY COMPANIES INC 1.31% of their portfolio | 6.2m $3.0bn | Reduced -125.5k |
| NORTHERN TRUST CORP 0.34% of their portfolio | 6.2m $3.0bn | Reduced -324.7k |
| BROWN ADVISORY INC 4.42% of their portfolio | 6.0m $2.9bn | Reduced -164.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 1.95% of their portfolio | 5.8m $2.7bn | Reduced -208.6k |
| AMERIPRISE FINANCIAL INC 0.49% of their portfolio | 5.1m $2.4bn | Added +516.6k |
| WELLS FARGO & COMPANY/MN 0.41% of their portfolio | 5.0m $2.4bn | Added +315.8k |
| PineStone Asset Management Inc. 14.63% of their portfolio | 5.0m $2.4bn | Reduced -328.5k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 7.09% of their portfolio | 4.9m $2.4bn | Reduced -581.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.09% of their portfolio | 4.9m $2.4bn | Added +1.0m |
| Clearbridge Investments, LLC 1.94% of their portfolio | 4.9m $2.3bn | Added +153.2k |
| TIGER GLOBAL MANAGEMENT LLC 9.72% of their portfolio | 4.9m $2.3bn | Reduced -684.1k |
| EAGLE CAPITAL MANAGEMENT LLC 6.45% of their portfolio | 4.4m $2.1bn | Reduced -454.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.35% of their portfolio | 4.0m $1.9bn | Reduced -68.0k |
| SANDS CAPITAL MANAGEMENT, LLC 6.96% of their portfolio | 3.9m $1.9bn | Reduced -1.9m |
| ENVESTNET ASSET MANAGEMENT INC 0.42% of their portfolio | 3.8m $1.8bn | Reduced -57.1k |
| Russell Investments Group, Ltd. 1.51% of their portfolio | 3.6m $1.7bn | Reduced -170.1k |
| Invesco Ltd. 0.13% of their portfolio | 3.6m $1.7bn | Reduced -422.8k |
| ALKEON CAPITAL MANAGEMENT LLC 6.51% of their portfolio | 3.5m $1.7bn | Reduced -1.9m |
| Fiera Capital Corp 5.85% of their portfolio | 3.4m $1.6bn | Reduced -1.8m |
| CITIGROUP INC 0.74% of their portfolio | 3.3m $1.6bn | Added +551.2k |
| BARCLAYS PLC 0.50% of their portfolio | 3.3m $1.6bn | Reduced -501.4k |
| VIKING GLOBAL INVESTORS LP 4.31% of their portfolio | 3.2m $1.5bn | Reduced -1.3m |
| DIMENSIONAL FUND ADVISORS LP 0.27% of their portfolio | 3.1m $1.5bn | Reduced -4.7k |
| LAZARD ASSET MANAGEMENT LLC 2.18% of their portfolio | 3.0m $1.4bn | Added +65.8k |
| Harding Loevner LP 12.68% of their portfolio | 2.9m $1.3bn | Reduced -616.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.60% of their portfolio | 2.8m $1.3bn | Added +1.7m |
| RAYMOND JAMES FINANCIAL INC 0.36% of their portfolio | 2.8m $1.3bn | Added +79.4k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 1.91% of their portfolio | 2.7m $1.3bn | Reduced -35.8k |
| Situational Awareness LP 6.27% of their portfolio | 2.6m $1.3bn | Added +2.6m |
| Fayez Sarofim & Co 2.86% of their portfolio | 2.5m $1.2bn | Reduced -4.2k |
| NATIXIS ADVISORS, LLC 1.34% of their portfolio | 2.5m $1.2bn | Added +156.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.62% of their portfolio | 2.5m $1.2bn | Added +923.9k |
| VOYA INVESTMENT MANAGEMENT LLC 1.01% of their portfolio | 2.5m $1.2bn | Reduced -270.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.88% of their portfolio | 2.3m $1.1bn | Reduced -47.9k |
| LPL Financial LLC 0.24% of their portfolio | 2.2m $1.1bn | Added +108.3k |
| Soroban Capital Partners LP 7.34% of their portfolio | 2.2m $1.0bn | Added +243.2k |
| Nuveen, LLC 0.24% of their portfolio | 2.1m $1.0bn | Reduced -282.7k |
| SEI INVESTMENTS CO 0.90% of their portfolio | 2.1m $1.0bn | Reduced -466.9k |
| Stockbridge Partners LLC 20.83% of their portfolio | 2.1m $990.0m | Reduced -78.8k |
| Assenagon Asset Management S.A. 0.64% of their portfolio | 2.1m $980.9m | New |
| HSBC HOLDINGS PLC 0.46% of their portfolio | 2.0m $959.0m | Reduced -2.0m |
| Rafferty Asset Management, LLC 2.18% of their portfolio | 2.0m $957.3m | Added +1.1m |
| JONES FINANCIAL COMPANIES LLLP 0.34% of their portfolio | 2.0m $855.7m | Added +185.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.46% of their portfolio | 2.0m $941.3m | Added +4.4k |
| Hudson Bay Capital Management LP 4.33% of their portfolio | 1.9m $923.2m | Added +1.2m |
| SATURNA CAPITAL CORP 9.86% of their portfolio | 1.9m $807.9m | Reduced -127.5k |
| NATIONAL BANK OF CANADA /FI/ 0.78% of their portfolio | 1.9m $888.4m | Added +111.9k |
| MARSHALL WACE, LLP 0.73% of their portfolio | 1.8m $864.6m | Reduced -429.7k |
| 1832 Asset Management L.P. 1.04% of their portfolio | 1.8m $846.4m | Reduced -844.6k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.65% of their portfolio | 1.7m $832.2m | Added +318.4k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.81% of their portfolio | 1.7m $808.0m | Added +43.3k |
| Amundi 0.19% of their portfolio | 1.7m $791.6m | Added +84.0k |
| APPALOOSA LP 10.55% of their portfolio | 1.6m $788.0m | Added +322.5k |
| BESSEMER GROUP INC 1.07% of their portfolio | 1.6m $778.4m | Reduced -151.9k |
| Point72 Asset Management, L.P. 1.17% of their portfolio | 1.6m $766.0m | Reduced -253.9k |
| MILLENNIUM MANAGEMENT LLC 0.51% of their portfolio | 1.6m $760.5m | Reduced -640.4k |
| DEUTSCHE BANK AG\ 0.22% of their portfolio | 1.6m $758.6m | Reduced -89.4k |
| AMF Tjanstepension AB 4.40% of their portfolio | 1.6m $742.7m | Reduced -77.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 1.34% of their portfolio | 1.5m $726.5m | Reduced -71.4k |
| Legal & General Group Plc 0.15% of their portfolio | 1.5m $715.1m | Reduced -201.1k |
| LANSDOWNE PARTNERS (UK) LLP 29.00% of their portfolio | 1.5m $704.8m | Added +140.1k |
| Optiver Holding B.V. 10.07% of their portfolio | 1.5m $702.6m | Added +184.9k |
| Ninety One UK Ltd 1.57% of their portfolio | 1.5m $702.1m | Reduced -107.0k |
| Altshuler Shaham Ltd 8.68% of their portfolio | 1.4m $690.8m | Added +3.1k |
| Dodge & Cox 0.36% of their portfolio | 1.4m $688.1m | Added +1.3m |
| Swedbank AB 0.59% of their portfolio | 1.4m $687.0m | Added +20.4k |
| Altimeter Capital Management, LP 6.94% of their portfolio | 1.4m $682.6m | Added +63.7k |
| Bahl & Gaynor LLC 3.10% of their portfolio | 1.4m $671.3m | Added +50.1k |
| Harel Insurance Investments & Financial Services Ltd. 3.22% of their portfolio | 1.4m $662.1m | Reduced -4.1k |
| TUDOR INVESTMENT CORP ET AL 2.70% of their portfolio | 1.4m $653.9m | Added +1.1m |
| Life Cycle Investment Partners Ltd 2.96% of their portfolio | 1.3m $635.1m | Reduced -333.3k |
| DekaBank Deutsche Girozentrale 0.71% of their portfolio | 1.3m $418.7m | Unchanged |
| WINDACRE PARTNERSHIP LLC 6.22% of their portfolio | 1.3m $629.4m | Reduced -903.1k |
| FIL Ltd 0.45% of their portfolio | 1.3m $622.5m | Reduced -199.4k |
| Evergreen Quality Fund GP, Ltd. 9.99% of their portfolio | 1.3m $619.7m | Added +937.8k |