Who Owns Taiwan Semiconductor-sp Adr (TSM)? 13F Institutional Holders (Q2 2026)

TSM ranks #35 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

TSM is a top-conviction position for PineStone Asset Management Inc. — at 14.6% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in TSM belongs to FMR LLC, but the position matters far more to PineStone Asset Management Inc., who has 14.6% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Sapient Capital LLC has added to its TSM position for two straight quarters, increasing it by $77.2M to reach $147.8M today.

Franchise GP Ltd has trimmed its TSM position for two straight quarters, cutting it by $17.9M while still holding $14.8M.

TSM is down 2.3% today, but institutions show net buying of $12.6B this quarter — a divergence between today's price move and the underlying institutional flow.

TSM closed its latest fiscal year with net income of $1.7T.

• Profitable — net income of $1.7T in the latest fiscal year
• Revenue grew 31.6% year over year
• Net income improved year over year, from $1.2T to $1.7T
• Generated $2.3T in positive operating cash flow
• Current ratio of 2.51x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.47x equity — within a conventional range