Manning & Napier Group's TSM Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 828,016 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $251.63 M, representing 3.27% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 39 quarters.
Based on 13F filings, Manning & Napier Group has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2022, adding 928,245 shares. Largest reduction occurred in Q2 2024, reducing 570,205 shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Taiwan Semiconductor Manufacturing Company Limited (TSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Taiwan Semiconductor Manufacturing Company Limited (TSM) Trades by Manning & Napier Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -164,243 | Reduce 16.55% | 828,016 | $303.89 |
| Q3 2025 | +230,153 | Add 30.20% | 992,259 | $279.29 |
| Q2 2025 | -495,821 | Reduce 39.42% | 762,106 | $226.49 |
| Q1 2025 | +195,467 | Add 18.40% | 1.26 M | $166.00 |
| Q4 2024 | -214,928 | Reduce 16.83% | 1.06 M | $197.49 |
| Q3 2024 | -35,541 | Reduce 2.71% | 1.28 M | $173.67 |
| Q2 2024 | -570,205 | Reduce 30.28% | 1.31 M | $173.81 |
| Q1 2024 | -1,608 | Reduce 0.09% | 1.88 M | $136.05 |
| Q4 2023 | +543,083 | Add 40.48% | 1.88 M | $104.00 |
| Q3 2023 | -27,951 | Reduce 2.04% | 1.34 M | $86.90 |
| Q2 2023 | -22,372 | Reduce 1.61% | 1.37 M | $100.92 |
| Q1 2023 | +239 | Add 0.02% | 1.39 M | $93.02 |
| Q4 2022 | +928,245 | Add 200.27% | 1.39 M | $74.49 |
| Q3 2022 | -419,877 | Reduce 47.53% | 463,498 | $68.56 |
| Q2 2022 | +43,833 | Add 5.22% | 883,375 | $81.75 |
| Q1 2022 | +588,056 | Add 233.83% | 839,542 | $104.26 |
| Q4 2021 | -1,074 | Reduce 0.43% | 251,486 | $120.30 |
| Q3 2021 | +154,013 | Add 156.28% | 252,560 | $111.64 |
| Q2 2021 | -195 | Reduce 0.20% | 98,547 | $120.15 |
| Q1 2021 | -24,918 | Reduce 20.15% | 98,742 | $118.26 |
| Q4 2020 | +123,660 | New Buy | 123,660 | $109.02 |
| Q2 2019 | -444,880 | Sold Out | 444,880 | $40.95 |
| Q1 2019 | +11,150 | Add 2.57% | 444,880 | $40.95 |
| Q4 2018 | +9,414 | Add 2.22% | 433,730 | $36.91 |
| Q3 2018 | +1,174 | Add 0.28% | 424,316 | $44.16 |
| Q2 2018 | -19,315 | Reduce 4.37% | 423,142 | $36.56 |
| Q1 2018 | +332 | Add 0.08% | 442,457 | $43.76 |
| Q4 2017 | +442,126 | Add 0.00% | 442,125 | $39.65 |
| Q3 2017 | -7,345 | Reduce 1.20% | 603,117 | $37.55 |
| Q2 2017 | +56,725 | Add 10.24% | 610,462 | $34.96 |
| Q1 2017 | +2,545 | Add 0.46% | 553,737 | $32.84 |
| Q4 2016 | +97,076 | Add 21.38% | 551,192 | $28.75 |
| Q3 2016 | -12,110 | Reduce 2.60% | 454,116 | $30.59 |
| Q2 2016 | +466,226 | New Buy | 466,226 | $26.23 |
Manning & Napier Group's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Manning & Napier Group first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2016, acquiring 466,226 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 39 quarters since Q2 2016.
Manning & Napier Group's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q4 2022, adding 1,391,743 shares worth $103.67 M.
According to the latest 13F filing for Q4 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 828,016 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $251.63 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 3.27% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.
Manning & Napier Group's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 1,884,742 shares, as reported at the end of Q4 2023.