STIFEL FINANCIAL CORP
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 720672
ST. LOUIS, MO
Position in TSM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$372,848,064
+$87,162,294 QoQ
Shares Held
1,103,264
+17.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.82133378774256.ToString("F0")%
Shared 0.013233459987817966.ToString("F0")%
None 6.165432752269629.ToString("F0")%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $6,305,332,244 across 46 Semiconductors names. TSM ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
16,569,037 | $2,889,640,050 | |
| 2 | AVGO |
Broadcom Inc.
|
4,492,789 | $1,390,563,120 | |
| 3 | TXN |
Texas Instruments Inc
|
2,941,364 | $571,036,403 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
1,103,264 | $372,848,064 | |
| 5 | ADI |
Analog Devices Inc
|
808,306 | $257,154,468 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
1,792,681 | $177,565,051 | |
| 7 | QCOM |
Qualcomm Inc/De
|
1,222,743 | $157,464,841 | |
| 8 | MU |
Micron Technology Inc
|
294,626 | $99,536,446 |
All Filings in TSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||