This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/TSM/capital-change-brief"
Use Arkolith's capital_change_brief for TSM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $20.4B | 60.4M | ▼−1.2% Reduced · −739K sh | Q1 2026 | |
| 2 | Sanders Capital, LLC | $9.5B | 28.1M | ▼−12% Reduced · −3.9M sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $7.6B | 24.0M | ▼−4.8% Reduced · −1.2M sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 19.3M | ▲+10% Added · +1.8M sh | Q1 2026 | |
| 5 | Fisher Asset Management, LLC | $6.3B | 18.6M | ▲+2.6% Added · +471K sh | Q1 2026 | |
| 6 | BlackRock, Inc. | $6.2B | 18.2M | ▲+11% Added · +1.7M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $5.0B | 14.8M | ▲+9.3% Added · +1.3M sh | Q1 2026 | |
| 8 | BANK OF AMERICA CORP /DE/ | $4.8B | 14.1M | ▼−11% Reduced · −1.8M sh | Q1 2026 | |
| 9 | JENNISON ASSOCIATES LLC | $4.1B | 12.0M | ▼−10% Reduced · −1.4M sh | Q1 2026 | |
| 10 | UBS Group AG | $3.7B | 11.0M | ▲+51% Added · +3.7M sh | Q1 2026 | |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $3.4B | 9.7M | ▼−4.6% Reduced · −469K sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $3.2B | 9.4M | ▲+11% Added · +929K sh | Q1 2026 | |
| 13 | COATUE MANAGEMENT LLC | $3.1B | 9.3M | ▲+7.6% Added · +654K sh | Q1 2026 | |
| 14 | Bank of New York Mellon Corp | $3.1B | 9.2M | ▼−21% Reduced · −2.4M sh | Q1 2026 | |
| 15 | ALLIANCEBERNSTEIN L.P. | $2.6B | 8.5M | ▼−17% Reduced · −1.7M sh | Q1 2026 | |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | $2.8B | 8.2M | ▼−8.2% Reduced · −730K sh | Q1 2026 | |
| 17 | JANUS HENDERSON GROUP PLC | $2.7B | 7.9M | ▼−4.5% Reduced · −374K sh | Q1 2026 | |
| 18 | FRANKLIN RESOURCES INC | $2.5B | 7.3M | ▼−2.5% Reduced · −186K sh | Q1 2026 | |
| 19 | NORTHERN TRUST CORP | $2.2B | 6.5M | ▼−1.7% Reduced · −111K sh | Q1 2026 | |
| 20 | AMERICAN CENTURY COMPANIES INC | $2.1B | 6.3M | ▼−5.7% Reduced · −386K sh | Q1 2026 | |
| 21 | ROYAL BANK OF CANADA | $2.1B | 6.3M | ▼−3.5% Reduced · −231K sh | Q1 2026 | |
| 22 | BROWN ADVISORY INC | $2.1B | 6.1M | ▼−5.1% Reduced · −328K sh | Q1 2026 | |
| 23 | SCHRODER INVESTMENT MANAGEMENT GROUP | $2.0B | 6.0M | ▼−18% Reduced · −1.3M sh | Q1 2026 | |
| 24 | SANDS CAPITAL MANAGEMENT, LLC | $2.0B | 5.9M | ▼−14% Reduced · −963K sh | Q1 2026 | |
| 25 | TIGER GLOBAL MANAGEMENT LLC | $1.9B | 5.6M | ▲+49% Added · +1.8M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 14, 2026 | Chen Chih-Ho | Controller | Sell (S) | 50 | $4K |
| Jul 13, 2026 | Chen Chih-Ho | Controller | Buy (P) | 50 | $4K |
| Jul 7, 2026 | Hwang Yuan-Ko | VP | Buy (P) | 40 | $3K |
| Jul 7, 2026 | Yoo Chue-San | VP | Buy (P) | 51 | $4K |
| Jul 7, 2026 | Lin Shyue-Shyh | VP | Buy (P) | 44 | $3K |
| Jul 7, 2026 | Lu Lee-Chung | VP | Buy (P) | 49 | $4K |
| Jul 7, 2026 | Cao Min | VP | Buy (P) | 54 | $4K |
| Jul 7, 2026 | Chuang Tzu-Sou | VP | Buy (P) | 45 | $3K |
| Jul 7, 2026 | Lu Chin-Sheng | VP | Buy (P) | 37 | $3K |
| Jul 7, 2026 | Huang Jen-Chau | SVP and CFO | Buy (P) | 28 | $2K |
| Jul 7, 2026 | He Jun | VP | Buy (P) | 45 | $3K |
| Jul 7, 2026 | Yeap Choh Fei | SVP | Buy (P) | 53 | $4K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 705 funds | $358.2B |
| AMAZON.COM INCAMZN | 689 funds | $290.8B |
| NVIDIA CORPNVDA | 686 funds | $469.9B |
| ALPHABET INC-CL AGOOGL | 684 funds | $246.4B |
| META PLATFORMS INC-CLASS AMETA | 670 funds | $162.4B |
| APPLE INCAAPL | 641 funds | $350.2B |
| BROADCOM INCAVGO | 639 funds | $183.3B |
| VISA INC-CLASS A SHARESV | 624 funds | $90.5B |
| ALPHABET INC-CL CGOOG | 617 funds | $158.3B |
| JPMORGAN CHASE & COJPM | 608 funds | $92.7B |
| MASTERCARD INC - AMA | 596 funds | $76.1B |
| ELI LILLY & COLLY | 592 funds | $90.1B |
Ranked by how many of TSM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.