TAIWAN SEMICONDUCTOR MFG LTD

Taiwan Semiconductor (TSM) institutional ownership in Q1 2026 is a $270.1B book across 3,146 holders -- among the largest institutional holder bases for any single stock globally. FMR/Fidelity is the largest holder at $20.4B (60.4M shares, -0.9% shares, -$1.8B); Susquehanna International Group is second at $12.6B (37.4M shares, +22.7%, +$2.9B); Capital World Investors is third at $11.1B (32.9M shares, +26.8%, +$2.8B); Sanders Capital is fourth at $9.5B (28.1M shares, -7.2%, -$229M); and Goldman Sachs is fifth at $8.2B (24.3M shares, +103.8%, +$4.2B) -- the most dramatic active-manager increase in absolute terms. JPMorgan ($7.6B, -0.8%), Fisher ($6.3B, +4.4%), BlackRock ($6.2B, +18.7%), Jane Street ($6.1B, -55.2%, -$2.5B -- the largest absolute decrease), UBS ($5.3B, +32.7%), Morgan Stanley ($5.0B, +17.8%), Bank of America ($4.8B, -11.2%), Capital International ($3.8B, -40.0%, -$4.0B), Massachusetts Financial ($3.4B, -6.1%), Capital Research Global ($3.4B, +71.4%), Alkeon ($3.3B, +27.6%), HSBC ($3.2B, +40.4%), and Coatue ($3.1B, +16.4%) complete the top tier. The Q1 2026 flow pattern shows a striking divergence: Goldman Sachs more than doubled (+103.8%, +$4.2B) and Capital Research Global surged +71.4% (+$2.4B) as the largest conviction buyers, while Capital International slashed -40.0% (-$4.0B) and Jane Street cut -55.2% (-$2.5B) as the largest sellers. Total institutional value rose meaningfully on TSM's Q1 price appreciation. The 75.50 whaleScore reflects AUM-tier positioning. From a smart-money-signal perspective, TSM's Q1 2026 holder reshuffling is notable for (1) Goldman Sachs's aggressive doubling -- a rare >100% increase at this AUM scale, (2) continued Susquehanna and Capital World accumulation, (3) Capital International's significant reduction, and (4) Jane Street's dramatic cut, which given Jane Street's market-maker role may reflect volatility/flow management rather than a fundamental view.