E. Ohman J:or Asset Management 13F: Adds $7.5M to TSM Stake

E. Ohman J:or Asset Management added to its holdings in Taiwan Semiconductor Manufacturing Company Limited TSM, raising its position by 16,465 shares during the period. According to a Form 13F filing with the SEC on October 22, 2026, the fund's stake increased by 10.8% to a total of 168,356 shares. The reported value of the holding reached about $76.8 million.

TSM Taiwan Semiconductor Manufacturing Company Limited

$411.02 ▲ +29.61% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in E. Ohman J:or Asset Management's Taiwan Semiconductor Position

Before this filing, the asset manager held 151,891 shares of the chip manufacturer. The addition of 16,465 shares lifted the total to 168,356 shares. The updated position reflects confidence in the foundry operator as institutional managers adjust their portfolios.

Other Institutional Activity in Taiwan Semiconductor

Other big investors adjusted their positions in the chip maker as well. Canoe Financial reduced its holdings by 77,950 shares, ending with 642,620 shares worth about $295.1 million. Global X Japan cut its stake by 5,156 shares to finish with 26,022 shares valued at roughly $11.9 million. Pictet North America Advisors grew its holdings by 2,123 shares, ending with 180,906 shares worth about $82.5 million. Abn Amro Investment Solutions increased its stake by 79,583 shares to total 379,929 shares valued at approximately $173.3 million. Trust Co of Vermont boosted its stake by 3,258 shares, bringing its total to 103,720 shares worth about $47.3 million.

Taiwan Semiconductor Manufacturing Company Limited Stock Down 1.1%

Taiwan Semiconductor shares recently traded around $420.23 as of October 22, 2026, up about 2.4% from an event close of $410.57 on the filing date. The stock closed the session up 2.4% on the day of the filing. Shares remain well above their 52-week low of $266.82 while sitting 13.8% under their 52-week high of $487.47. The stock trades about 3.3% below its 50-day moving average of $434.70 and 5.9% above its 200-day moving average of $396.70.

Recent Earnings

Taiwan Semiconductor reported trailing twelve-month revenue of $4.94 trillion and earnings of $15.43 per share. The company posted a net profit margin of 51.1% and a return on equity of 41.9%.

Dividend

The company pays an annual dividend of $3.77 per share yielding 0.87% with a payout ratio of 24.5%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing Company Limited

Company officer Bor-Zen Tien made several small purchases earlier in the year, including buying 20 shares on April 28, 2026, 17 shares on May 20, 2026, 10 shares at $405 per share for a total of $4,050 on July 20, 2026, and 15 shares at $390 per share for a total of $5,850 on July 28, 2026.

Analysts Set New Price Targets

Wall Street firms updated their outlooks on the stock ahead of the filing. Stifel initiated coverage with a Buy rating and a $515 price target on September 2, 2026. Barclays maintained an Overweight rating and raised its target from $650 to $665 on October 6, 2026. Needham maintained a Buy rating and lifted its target from $530 to $560 on October 15, 2026. Barclays maintained an Overweight rating and raised its target from $665 to $670 on October 16, 2026. DA Davidson maintained a Buy rating with a $500 target on October 16, 2026. The stock currently holds a consensus Strong Buy recommendation with a mean price target of $584.39 across 20 analyst opinions.

About Taiwan Semiconductor

Headquartered in Hsinchu City, Taiwan, Taiwan Semiconductor Manufacturing Company Limited operates as a dedicated foundry, making advanced integrated circuits and semiconductors for customers worldwide. The company provides wafer fabrication processes like CMOS logic, mixed-frequency, and radio frequency technologies used across technology hardware.

Bottom Line

E. Ohman J:or Asset Management's increased stake highlights steady institutional interest in the chip maker. Investors will look toward the next earnings report scheduled for January 14, 2027, for further updates on manufacturing output and financial performance.