Taiwan Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 2.24 M | $147.26 M | -0.57% | 36.70% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 923.81 K | $60.73 M | -17.74% | 15.13% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 493.77 K | $32.46 M | -3.44% | 8.09% |
| SABA CAPITAL MANAGEMENT, L.P. | 05/15/2026 | 226.69 K | $14.90 M | 0.00% | 3.71% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 114.49 K | $7.53 M | -4.62% | 1.88% |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 05/14/2026 | 108.05 K | $7.10 M | -63.07% | 1.77% |
| MATISSE CAPITAL | 05/08/2026 | 84.00 K | $5.52 M | 0.00% | 1.38% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 75.03 K | $4.93 M | -3.44% | 1.23% |
| STRS OHIO | 04/24/2026 | 70.00 K | $4.60 M | 0.00% | 1.15% |
| ROCK CREEK GROUP, LP | 05/11/2026 | 66.21 K | $4.35 M | 0.00% | 1.08% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 44.98 K | $2.96 M | 14.36% | 0.74% |
| THOMAS J. HERZFELD ADVISORS, INC. | 05/12/2026 | 41.50 K | $2.73 M | -49.80% | 0.68% |
| BANQUE CANTONALE VAUDOISE | 04/20/2026 | 25.00 K | $1.64 M | 0.00% | 0.41% |
| CSS LLC/IL | 05/15/2026 | 22.32 K | $1.47 M | -29.62% | 0.37% |
| MORGAN STANLEY | 05/15/2026 | 20.14 K | $1.32 M | 1,139.08% | 0.33% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 18.57 K | $1.22 M | 100.00% | 0.30% |
| 04/16/2026 | 17.02 K | $1.12 M | -0.60% | 0.28% | |
| QUANTEDGE CAPITAL PTE LTD | 05/12/2026 | 14.44 K | $949.02 K | 7.44% | 0.24% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 05/14/2026 | 8.32 K | $546.96 K | 0.00% | 0.14% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 4.85 K | $318.71 K | 0.00% | 0.08% |
| XTX TOPCO LTD | 05/15/2026 | 3.66 K | $240.41 K | 100.00% | 0.06% |
| RAHLFS CAPITAL, LLC | 05/11/2026 | 3.50 K | $230.09 K | 100.00% | 0.06% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 2.96 K | $194.59 K | 17.93% | 0.05% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 1.68 K | $110.44 K | 0.00% | 0.03% |
| ROTHSCHILD INVESTMENT LLC | 05/07/2026 | 1.19 K | $78.36 K | 0.00% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.12 K | $73.64 K | 5.87% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 319 | $20.97 K | -90.62% | 0.01% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 200 | $13.15 K | 0.00% | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 64 | $4.15 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 60 | $4.00 K | -45.95% | 0.00% |
| ASSETMARK, INC | 05/06/2026 | 4 | $263 | 0.00% | 0.00% |
| DEUTSCHE BANK AG\ | 05/06/2026 | 1 | $66 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
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Taiwan Fund Inc institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Taiwan Fund Inc. The most heavily invested institutionals were:
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD: 2.24 M
LAZARD ASSET MANAGEMENT LLC: 923,807
Allspring Global Investments Holdings, LLC: 493,772
Saba Capital Management, L.P.: 226,694
1607 Capital Partners, LLC: 114,489
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO: 108,047
75.92% of Taiwan Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 6.12 M shares in the last 24 months. This purchase volume represents approximately $371.90 M in transactions.