Manning & Napier Group's TSM Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 992,259 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $277.13 M, representing 3.53% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +466,226 | New Buy | 466,226 | $26.23 |
| Q3 2016 | -12,110 | Reduce 2.60% | 454,116 | $30.59 |
| Q4 2016 | +97,076 | Add 21.38% | 551,192 | $28.75 |
| Q1 2017 | +2,545 | Add 0.46% | 553,737 | $32.84 |
| Q2 2017 | +56,725 | Add 10.24% | 610,462 | $34.96 |
| Q3 2017 | -7,345 | Reduce 1.20% | 603,117 | $37.55 |
| Q4 2017 | +442,126 | Add 0.00% | 442,125 | $39.65 |
| Q1 2018 | +332 | Add 0.08% | 442,457 | $43.76 |
| Q2 2018 | -19,315 | Reduce 4.37% | 423,142 | $36.56 |
| Q3 2018 | +1,174 | Add 0.28% | 424,316 | $44.16 |
| Q4 2018 | +9,414 | Add 2.22% | 433,730 | $36.91 |
| Q1 2019 | +11,150 | Add 2.57% | 444,880 | $40.95 |
| Q2 2019 | -444,880 | Sold Out | 444,880 | $0.00 |
| Q4 2020 | +123,660 | New Buy | 123,660 | $109.02 |
| Q1 2021 | -24,918 | Reduce 20.15% | 98,742 | $118.26 |
| Q2 2021 | -195 | Reduce 0.20% | 98,547 | $120.15 |
| Q3 2021 | +154,013 | Add 156.28% | 252,560 | $111.64 |
| Q4 2021 | -1,074 | Reduce 0.43% | 251,486 | $120.30 |
| Q1 2022 | +588,056 | Add 233.83% | 839,542 | $104.26 |
| Q2 2022 | +43,833 | Add 5.22% | 883,375 | $81.75 |
| Q3 2022 | -419,877 | Reduce 47.53% | 463,498 | $68.56 |
| Q4 2022 | +928,245 | Add 200.27% | 1.39 M | $74.49 |
| Q1 2023 | +239 | Add 0.02% | 1.39 M | $93.02 |
| Q2 2023 | -22,372 | Reduce 1.61% | 1.37 M | $100.92 |
| Q3 2023 | -27,951 | Reduce 2.04% | 1.34 M | $86.90 |
| Q4 2023 | +543,083 | Add 40.48% | 1.88 M | $104.00 |
| Q1 2024 | -1,608 | Reduce 0.09% | 1.88 M | $136.05 |
| Q2 2024 | +1.31 M | Add 0.00% | 1.31 M | $173.81 |
| Q3 2024 | -35,541 | Reduce 2.71% | 1.28 M | $173.67 |
| Q4 2024 | -214,928 | Reduce 16.83% | 1.06 M | $197.49 |
| Q1 2025 | +195,467 | Add 18.40% | 1.26 M | $166.00 |
| Q2 2025 | -495,821 | Reduce 39.42% | 762,106 | $226.49 |
| Q3 2025 | +230,153 | Add 30.20% | 992,259 | $279.29 |
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 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2024, adding 1,312,929 shares worth $228.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 992,259 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $277.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 3.53% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.