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Taiwan Fund (TWN) Institutional Ownership

Taiwan Fund logo
$93.80 -0.09 (-0.09%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$96.60 +2.79 (+2.98%)
As of 07/2/2026 05:49 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
8
Total
Institutional Inflows
(last 12 months)
$9.42M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$54.85M
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Skip Chart & View Institutional Buying and Selling Data

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
5/16/2026Lazard Asset Management LLC923,807$60.73M0.1%-17.7%15.955%
5/14/2026Public Employees Retirement System of Ohio108,047$7.10M0.0%-63.1%1.865%
5/12/2026Quantedge Capital Pte Ltd14,436$949K0.5%+7.4%0.249%
5/6/2026Allspring Global Investments Holdings LLC493,772$32.46M0.1%-3.4%8.528%
2/18/2026Evolve Private Wealth LLC17,122$915K0.1%N/A0.268%
2/17/2026Lazard Asset Management LLC1,123,030$59.95M0.1%+3.8%17.575%
2/17/2026Quantedge Capital Pte Ltd13,436$717K0.3%-42.8%0.210%
2/13/2026Thomas J. Herzfeld Advisors Inc.82,666$4.41M1.5%-2.3%1.294%
1/26/2026Shaker Financial Services LLC39,333$2.10M0.7%-20.4%0.616%
1/15/2026Allspring Global Investments Holdings LLC511,375$27.30M0.0%-18.1%7.998%
11/17/2025Public Employees Retirement System of Ohio292,609$15.84M0.1%-6.6%4.576%
11/17/2025City of London Investment Management Co. Ltd.2,401,789$129.99M9.6%-2.3%37.563%
11/17/20251607 Capital Partners LLC120,032$6.50M0.5%-16.9%1.877%
11/14/2025Lazard Asset Management LLC1,081,809$58.55M0.1%-2.5%16.919%
11/12/2025Rock Creek Group LP66,210$3.59M0.4%+1,061.6%1.036%
10/22/2025Shaker Financial Services LLC49,438$2.68M0.9%+15.2%0.773%
10/20/2025Allspring Global Investments Holdings LLC624,055$33.77M0.1%-9.3%9.766%
9/4/2025Osaic Holdings Inc.1,067$48K0.0%+40.8%0.017%
8/15/2025Lazard Asset Management LLC1,109,591$49.72M0.1%-2.1%17.364%
8/15/2025Bank of America Corp DE1,568$70K0.0%-32.5%0.025%
8/14/2025Karpus Management Inc.91,145$4.08M0.1%+86.4%1.426%
8/14/2025Quantedge Capital Pte Ltd37,037$1.66M1.5%+2.1%0.580%
8/13/2025Thomas J. Herzfeld Advisors Inc.63,101$2.83M1.0%-14.8%0.987%
8/12/2025Rock Creek Group LP5,700$255K0.0%N/A0.089%
8/8/2025City of London Investment Management Co. Ltd.2,457,652$110.13M10.2%-3.8%38.461%
8/5/2025Shaker Financial Services LLC42,901$1.92M0.7%-0.9%0.671%
7/25/2025Allspring Global Investments Holdings LLC688,355$30.85M0.1%-11.5%10.766%
7/23/2025Matisse Capital84,000$3.76M1.8%+12.0%1.315%
7/15/2025Public 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%
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%
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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%
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%
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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%
8/16/2023Thomas J. Herzfeld Advisors Inc.2,387$75K0.0%+268.9%0.032%
8/14/2023CSS LLC IL60,549$1.90M0.1%+0.8%0.811%
8/11/2023Karpus Management Inc.116,734$3.66M0.1%-2.5%1.563%
8/11/2023City of London Investment Management Co. Ltd.2,966,796$92.97M7.5%-0.7%39.716%
8/11/2023Almitas Capital LLC66,452$2.21M0.9%+22.9%0.890%
7/24/2023Allspring Global Investments Holdings LLC804,016$25.19M0.0%+9.2%10.763%


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 ($7.10M), 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 27 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 ($329.68K), Strs Ohio ($70K), Rock Creek Group LP ($66.21K), City of London Investment Management Co. Ltd. ($55.27K), Karpus Management Inc. ($42.26K), Lazard Asset Management LLC ($41.22K), and Nomura Asset Management Co. Ltd. ($32.83K).

Institutional investors have bought a total of 184,420 shares in the last 24 months. This purchase volume represents approximately $9.42M 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: Allspring Global Investments Holdings LLC ($284.13K), Lazard Asset Management LLC ($250.28K), Public Employees Retirement System of Ohio ($223.64K), City of London Investment Management Co. Ltd. ($152.70K), 1607 Capital Partners LLC ($24.47K), Thomas J. Herzfeld Advisors Inc. ($12.92K), and Shaker Financial Services LLC ($10.48K).

Institutional investors have sold a total of 969,432 shares in the last 24 months. This volume of shares sold represents approximately $54.85M in transactions.


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This page (NYSE:TWN) was last updated on 7/5/2026 by MarketBeat.com Staff.
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