STIFEL FINANCIAL CORP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 720672
ST. LOUIS, MO
Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$559,505,250
+$186,657,186 QoQ
Shares Held
1,171,567
+6.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#104
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $8,374,295,106 across 48 Semiconductors names. TSM ranks #4 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
16,520,061 | $3,305,499,001 | |
| 2 | AVGO |
Broadcom Inc.
|
4,510,303 | $1,703,766,954 | |
| 3 | TXN |
Texas Instruments Inc
|
2,659,759 | $792,794,362 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,171,567 | $559,505,250 | |
| 5 | MU |
Micron Technology Inc
|
348,167 | $401,885,685 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,183,565 | $352,572,174 | |
| 7 | ADI |
Analog Devices Inc
|
765,432 | $304,006,624 | |
| 8 | AMD |
Advanced Micro Devices Inc
|
444,158 | $258,015,821 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $559,505,250 | 1,171,567 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $372,848,064 | 1,103,264 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $285,685,770 | 940,096 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $257,433,319 | 921,742 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $202,497,457 | 894,068 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $148,980,518 | 897,473 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $180,945,864 | 916,228 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $160,444,157 | 923,845 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $149,865,236 | 862,236 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $89,079,142 | 654,753 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $67,871,336 | 652,609 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $52,964,853 | 609,492 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $59,788,941 | 592,439 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $56,469,184 | 607,065 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $40,696,269 | 546,332 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $56,844,259 | 829,117 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $75,121,379 | 918,916 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $98,628,601 | 945,987 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $125,070,301 | 1,039,567 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $116,763,791 | 1,045,802 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $93,917,773 | 781,606 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $92,690,828 | 783,656 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $86,226,320 | 790,777 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $63,830,949 | 787,356 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $44,000,098 | 775,059 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $33,684,778 | 704,850 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||