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Taiwan Fund (TWN) Institutional Ownership

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$103.25 +0.85 (+0.83%)
As of 09/4/2026 03:54 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Taiwan Fund (NYSE:TWN)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$20.06M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$44.23M
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TWN Institutional Buying and Selling by Quarter

Taiwan Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/21/2026 Hudson Portfolio Management LLC6,494$625K0.5%-21.9%0.112%
8/20/2026 Susquehanna International Group LLP2,789$268K0.0%N/A0.048%
8/18/2026 Public Employees Retirement System of Ohio108,047$10.39M0.0%N/A1.866%
8/17/2026 Almitas Capital LLC4,164$400K0.1%N/A0.072%
8/12/2026 Hudson Portfolio Management LLC6,494$625K0.5%N/A0.112%
8/12/2026 Evolve Private Wealth LLC15,942$1.53M0.1%N/A0.275%
5/16/2026 Lazard Asset Management LLC923,807$60.73M0.1%-17.7%15.955%
5/14/2026 Public Employees Retirement System of Ohio108,047$7.10M0.0%-63.1%1.865%
5/12/2026 Quantedge Capital Pte Ltd14,436$949K0.5%+7.4%0.249%
5/6/2026 Allspring Global Investments Holdings LLC493,772$32.46M0.1%-3.4%8.528%
2/18/2026 Evolve Private Wealth LLC17,122$915K0.1%N/A0.268%
2/17/2026 Lazard Asset Management LLC1,123,030$59.95M0.1%+3.8%17.575%
2/17/2026 Quantedge Capital Pte Ltd13,436$717K0.3%-42.8%0.210%
2/13/2026 Thomas J. Herzfeld Advisors Inc.82,666$4.41M1.5%-2.3%1.294%
1/26/2026 Shaker Financial Services LLC39,333$2.10M0.7%-20.4%0.616%
1/15/2026 Allspring Global Investments Holdings LLC511,375$27.30M0.0%-18.1%7.998%
11/17/2025 Public Employees Retirement System of Ohio292,609$15.84M0.1%-6.6%4.576%
11/17/2025 City of London Investment Management Co. Ltd.2,401,789$129.99M9.6%-2.3%37.563%
11/17/2025 1607 Capital Partners LLC120,032$6.50M0.5%-16.9%1.877%
11/14/2025 Lazard Asset Management LLC1,081,809$58.55M0.1%-2.5%16.919%
11/12/2025 Rock Creek Group LP66,210$3.59M0.4%+1,061.6%1.036%
10/22/2025 Shaker Financial Services LLC49,438$2.68M0.9%+15.2%0.773%
10/20/2025 Allspring Global Investments Holdings LLC624,055$33.77M0.1%-9.3%9.766%
9/4/2025 Osaic Holdings Inc.1,067$48K0.0%+40.8%0.017%
8/15/2025 Lazard Asset Management LLC1,109,591$49.72M0.1%-2.1%17.364%
8/15/2025 Bank of America Corp DE1,568$70K0.0%-32.5%0.025%
8/14/2025 Karpus Management Inc.91,145$4.08M0.1%+86.4%1.426%
8/14/2025 Quantedge Capital Pte Ltd37,037$1.66M1.5%+2.1%0.580%
8/13/2025 Thomas J. Herzfeld Advisors Inc.63,101$2.83M1.0%-14.8%0.987%
8/12/2025 Rock Creek Group LP5,700$255K0.0%N/A0.089%
8/8/2025 City of London Investment Management Co. Ltd.2,457,652$110.13M10.2%-3.8%38.461%
8/5/2025 Shaker Financial Services LLC42,901$1.92M0.7%-0.9%0.671%
7/25/2025 Allspring Global Investments Holdings LLC688,355$30.85M0.1%-11.5%10.766%
7/23/2025 Matisse Capital84,000$3.76M1.8%+12.0%1.315%
7/15/2025 Public Employees Retirement System of Ohio313,388$14.04M0.0%-5.5%4.904%
5/28/2025Strs Ohio70,000$2.33M0.0%N/A1.095%
5/16/20251607 Capital Partners LLC171,697$5.70M0.5%-36.4%2.685%
5/15/2025Landscape Capital Management L.L.C.11,185$371K0.0%-12.2%0.175%
5/14/2025Thomas J. Herzfeld Advisors Inc.74,104$2.46M0.8%+7.8%1.159%
5/9/2025City of London Investment Management Co. Ltd.2,554,493$84.84M9.1%-0.8%39.951%
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5/9/2025Shaker Financial Services LLC43,272$1.44M0.6%+22.2%0.677%
5/9/2025PNC Financial Services Group Inc.1,680$56K0.0%-27.4%0.026%
5/8/2025Banque Cantonale Vaudoise25,000$830K0.0%N/A0.391%
4/24/2025Allspring Global Investments Holdings LLC777,906$25.83M0.0%-0.6%12.166%
4/24/2025Matisse Capital75,000$2.49M1.3%+7.1%1.173%
2/18/2025CSS LLC IL49,394$1.91M0.1%+1.5%0.580%
2/17/2025Quantedge Capital Pte Ltd25,081$969K0.4%+41.8%0.295%
2/17/2025Lazard Asset Management LLC1,111,842$42.97M0.1%-1.5%13.065%
2/17/2025Janus Henderson Group PLC6,950$268K0.0%N/A0.082%
2/17/2025Cetera Investment Advisers5,322$206K0.0%N/A0.063%
2/17/2025Almitas Capital LLC8,547$330K0.1%+12.7%0.100%
2/14/2025Shaker Financial Services LLC35,411$1.37M0.5%+14.3%0.416%
2/13/20251607 Capital Partners LLC269,820$10.43M0.8%-16.2%3.171%
2/12/2025Landscape Capital Management L.L.C.12,742$492K0.1%-27.8%0.150%
2/12/2025Thomas J. Herzfeld Advisors Inc.68,717$2.66M0.9%+5.8%0.807%
2/12/2025Nomura Asset Management Co. Ltd.32,828$1.27M0.0%N/A0.386%
2/11/2025LPL Financial LLC19,077$737K0.0%N/A0.224%
2/11/2025Virtu Financial LLC5,584$216K0.0%N/A0.066%
2/7/2025PNC Financial Services Group Inc.2,315$89K0.0%-23.1%0.027%
2/7/2025Blue Bell Private Wealth Management LLC2,366$91K0.0%+20.3%0.028%
1/29/2025Allspring Global Investments Holdings LLC782,642$30.25M0.0%-3.0%9.195%
1/24/2025Matisse Capital70,000$2.71M1.4%+1.4%0.823%
11/15/2024Public Employees Retirement System of Ohio329,682$14.48M0.1%N/A3.874%
11/15/2024HighTower Advisors LLC5,831$255K0.0%+5.9%0.069%
11/14/2024Walleye Capital LLC5,013$220K0.0%N/A0.059%
11/9/2024Landscape Capital Management L.L.C.17,653$775K0.1%+1.3%0.207%
10/19/2024Allspring Global Investments Holdings LLC806,488$35.43M0.1%-5.7%10.170%
9/5/2024Sanctuary Advisors LLC18,635$819K0.0%N/A0.235%
8/16/2024Almitas Capital LLC27,644$1.22M0.5%-29.7%0.325%
8/9/2024City of London Investment Management Co. Ltd.2,738,223$120.32M10.3%+2.1%0.000%
8/3/2024Shaker Financial Services LLC30,981$1.36M0.6%-6.9%0.391%
8/2/2024Wolverine Asset Management LLC2,854$125K0.0%-86.6%0.000%
7/31/2024Rothschild Investment LLC1,192$52K0.0%N/A0.000%
7/30/2024Matisse Capital69,000$3.03M1.5%+6.2%0.000%
7/26/2024Allspring Global Investments Holdings LLC854,886$37.56M0.1%+2.0%0.000%
5/15/2024Lazard Asset Management LLC1,244,553$49.31M0.1%+4.3%16.661%
5/10/2024City of London Investment Management Co. Ltd.2,682,949$106.30M8.8%-1.3%35.916%
5/1/2024Matisse Capital65,000$2.58M1.2%+1.8%0.000%
4/30/2024Allspring Global Investments Holdings LLC837,790$33.19M0.1%-1.4%11.215%
4/18/2024Allspring Global Investments Holdings LLC837,790$33.19M0.1%-1.4%0.000%
4/10/2024Banque Cantonale Vaudoise25,000$991K0.0%N/A0.000%
2/15/2024Bulldog Investors LLP230,999$7.97M2.6%+1.6%0.000%
2/13/2024Karpus Management Inc.119,693$4.14M0.1%+4.2%0.000%
2/13/20241607 Capital Partners LLC662,740$22.92M1.6%+1.0%0.000%
2/9/2024City of London Investment Management Co. Ltd.2,718,783$94.04M7.7%-2.9%0.000%
2/8/2024Matisse Capital63,851$2.21M1.2%+41.9%0.000%
2/1/2024Wolverine Asset Management LLC7,683$266K0.0%+444.1%0.103%
1/25/2024Allspring Global Investments Holdings LLC849,699$29.39M0.0%-4.6%11.375%
1/25/2024Blue Bell Private Wealth Management LLC1,346$47K0.0%+159.8%0.018%
11/21/2023Almitas Capital LLC78,924$2.37M1.1%+18.8%1.057%
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11/15/20231607 Capital Partners LLC656,003$19.67M1.5%+1.4%8.782%
11/14/2023Lazard Asset Management LLC1,186,680$35.58M0.0%-0.6%15.886%
11/14/2023Hudson Portfolio Management LLC9,808$294K0.3%-3.2%0.131%
11/13/2023Wolverine Asset Management LLC1,412$42K0.0%N/A0.019%
11/9/2023City of London Investment Management Co. Ltd.2,799,375$83.93M7.3%-5.6%37.475%
11/9/2023Karpus Management Inc.114,880$3.44M0.1%-1.6%1.538%
11/8/2023Landscape Capital Management L.L.C.7,866$236K0.0%N/A0.105%
11/2/2023Shaker Financial Services LLC33,522$1.01M0.5%-1.2%0.449%
10/27/2023Allspring Global Investments Holdings LLC890,445$26.70M0.0%+10.7%11.920%
10/13/2023Matisse Capital45,000$1.35M1.0%+295.9%0.602%


TWN Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of Taiwan Fund. The most heavily invested institutionals were City of London Investment Management Co. Ltd. ($129.99M), Lazard Asset Management LLC ($60.73M), Allspring Global Investments Holdings LLC ($32.46M), Public Employees Retirement System of Ohio ($10.39M), 1607 Capital Partners LLC ($6.50M), Thomas J. Herzfeld Advisors Inc. ($4.41M), and Karpus Management Inc. ($4.08M).Learn more on Taiwan Fund's institutional investors.

Of the 26 institutional investors that purchased Taiwan Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Public Employees Retirement System of Ohio ($437.73K), Strs Ohio ($70K), Rock Creek Group LP ($66.21K), Karpus Management Inc. ($42.26K), Lazard Asset Management LLC ($41.22K), Evolve Private Wealth LLC ($33.06K), and Nomura Asset Management Co. Ltd. ($32.83K).

Institutional investors have bought a total of 263,826 shares in the last 24 months. This purchase volume represents approximately $20.06M in transactions.

Of the 9 institutional investors that sold Taiwan Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lazard Asset Management LLC ($227.01K), Public Employees Retirement System of Ohio ($205.34K), Allspring Global Investments Holdings LLC ($194.58K), City of London Investment Management Co. Ltd. ($55.86K), 1607 Capital Partners LLC ($24.47K), Shaker Financial Services LLC ($10.11K), and Quantedge Capital Pte Ltd ($10.05K).

Institutional investors have sold a total of 731,160 shares in the last 24 months. This volume of shares sold represents approximately $44.23M in transactions.


Related Companies

Institutional ownership data for NYSE:TWN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/21/2026. New 13F filings are added each quarter as they're published.
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